Core Insights - Kia America is showcasing the Kia Connected Home™ at the Kia Forum in Los Angeles, emphasizing the integration of electric vehicles into everyday living [1][4] - The Kia Connected Home™ features the EV9's vehicle-to-home (V2H) functionality, allowing energy transfer from the vehicle to residential spaces [2][9] - The initiative reflects Kia's commitment to sustainable innovation and aims to redefine mobility's role in daily life [3][4] Group 1: Kia Connected Home™ Overview - The Kia Connected Home™ is open from July 28 to January 29, providing an interactive experience for guests [1][9] - It showcases how the EV9 can power homes during outages or peak energy times through innovative energy capabilities [2][9] - The installation aligns with Kia's "Opposites United" design framework, merging technology with thoughtful design [3] Group 2: Interactive Experience and Technology - The event includes an interactive EV9 driving simulation, enhancing guest engagement with a first-person 3D perspective [5] - Participants can experience advanced in-vehicle technologies such as Highway Driving Assist 2 and Remote Smart Parking Assist 2, showcasing Kia's commitment to driver convenience [6] Group 3: Corporate Presence and Recognition - Kia America is recognized as one of the TIME World's Most Sustainable Companies of 2024, highlighting its commitment to sustainability [7] - The company serves as the "Official Automotive Partner" of the NBA and WNBA, further solidifying its brand presence [7]

Core Viewpoint - The article highlights the rapid growth of green logistics globally, emphasizing the increasing adoption of electric logistics vehicles, particularly the successful deployment of SAIC Maxus eDELIVER3 (EV30) electric logistics vehicles by DHL in Europe, marking a significant milestone for the brand in the international market [1][4][10]. Group 1: Market Dynamics - The European market for electric logistics vehicles is experiencing explosive growth driven by stringent EU carbon emission regulations and carbon neutrality goals, making electric logistics vehicles a market necessity [4][5]. - DHL's extensive global operations require high technical reliability and adaptability of the vehicles, which has led to a strong partnership with SAIC Maxus, resulting in the latter becoming DHL's preferred choice in Europe [4][5]. Group 2: Product Features and Performance - The SAIC Maxus eDELIVER3 (EV30) features an industry-first dedicated electric platform, offering a range of over 400 km on urban roads and the ability to charge to 80% in just 30 minutes, meeting the rigorous demands of European logistics companies [5][10]. - The vehicle has achieved a five-star safety rating under the new Euro NCAP 2025 regulations, showcasing its high safety standards and quality, which have earned the trust of international clients [5][10]. Group 3: Sales and Market Position - SAIC Maxus has established a strong presence in the European market, with its vehicles being sold in 27 countries and holding over 50% market share in several segments [1][4]. - The company has sold over 400,000 units globally, with its electric light commercial vehicles ranking among the top in key European markets, including Norway, Spain, and Italy [10][13]. Group 4: Strategic Partnerships - The collaboration between DHL and SAIC Maxus has expanded since 2017, with the recent order of 300 vehicles marking a significant upgrade in their partnership, positioning SAIC Maxus as the largest Chinese brand in DHL's European procurement [1][4][10].

Core Insights - SAIC Maxus has demonstrated strong performance in the commercial vehicle market, achieving a cumulative sales volume of 107,467 units in the first half of 2025, representing a year-on-year growth of 11.2%, with June sales surging by 31% to 19,954 units [1] - The company is successfully transitioning from a "selling tools" strategy to an "ecosystem creation" approach, as evidenced by significant sales increases in various segments, including a 201% increase in the sales of the "Dana" model in June [1][3] Group 1: Market Performance - In the commercial vehicle sector, the overall production and sales from January to May reached 1.746 million and 1.753 million units, respectively, with a year-on-year growth of 4.2% and 1.2% [2] - The light passenger vehicle segment is the only category to see sales growth, with a total of 172,000 units sold, marking a 7.5% increase [2] - The penetration rate of new energy commercial vehicles is rising, driven by policy incentives and cost advantages [2] Group 2: Product Innovation - The "Dana" series has seen remarkable success, with sales of 8,394 units in the first half of the year, a 66% increase, and a monthly delivery of 2,270 units in June, reflecting a 201% growth [3] - The modular design of the "Dana" vehicle allows for versatile use cases, appealing to a wide range of users, from entrepreneurs to casual users [3][7] Group 3: Strategic Initiatives - SAIC Maxus is focusing on targeted marketing strategies to enhance the "Dana" brand's value proposition, achieving over 2,000 units sold in May alone [4] - The company plans to replicate the success of the "Dana" model in the pickup and MPV segments to drive overall sales growth [4] - A shift towards becoming a "user-oriented enterprise" is underway, emphasizing collaboration with partners like Huawei to enhance product offerings and operational efficiency [4][6] Group 4: Global Expansion - SAIC Maxus has established a presence in 73 countries, with over 400,000 units exported, and is seeing growth in key markets such as Chile and Singapore [5] - The brand ranks fourth in the Kantar BrandZ global automotive brand list, indicating strong international recognition [5] Group 5: Future Vision - The company aims to achieve sales of over 500,000 units by 2030, aspiring to be the top player in domestic light commercial vehicles and new energy light commercial vehicles [6] - A commitment to building an open and collaborative ecosystem is central to the company's strategy, focusing on enhancing vehicle reliability and reducing operational costs for users [6][7]

The Japanese giant is preparing to roll out a new range of battery-powered models based on the Concept 0 SUV and sedan unveiled at the CES conference in Las Vegas this year. It was originally planned to follow the five-seat SUV and sedan with a seven-seat SUV, but it has reportedly pulled the plug on that project. A report by the Asia Nikkei states that Honda suspended plans to introduce a big EV, as demand for sizeable electric cars has been weaker than expected. President Trump's decision to axe a $7,500 ...

在市场规模微增、新能源替代加速、消费需求升级及国际竞争加剧的行业背景下，中国商用车 市场正加速洗牌。2025年上半年，上汽大通MAXUS以"爆品驱动销量"，6月热销19,954 辆、同比激增31％。半年累计销量达107,467辆、同比增长11.2%，新能源车型同比增长 69%。跃进轻卡系列6月销量同比大增132.9%，上半年同比增长89.1%，以强劲增速领跑城 配物流市场；"创富神车"大拿成为商用车新能源转型的标杆爆品，进一步夯实上汽大通"中国 轻客第一品牌"的市场地位。 跃进轻卡在新能源化转型的道路上"一路跃进"。以"用户需求导向＋技术驱动创新"发展模 式，全面深化产业协同。跃进轻卡抢抓新能源赛道商机，构建规模化、高品质、更节能的电动 轻卡生态，实现6月销量翻番，同比大增125.2%，带动上半年同比增长63.1%，成为城配物 流市场黑马。 全品类协同增长，单日交付创新高。上半年，上汽大通在各个细分市场，展现强劲势头。4月 成为皮卡圈环比增长最快的品牌，5月成为轻客市场唯一同环比双增的品牌，6月，上汽大通 单日交付量与大拿单日交付量双双创新高，保持良好增长态势。"全球唯一10 万级混动 MPV"G50混动领衔 ...

Core Insights - The "2025 Global Automotive Supply Chain Core Enterprise Competitiveness White Paper" was released, highlighting the performance of automotive parts companies, particularly those from China, amidst a challenging global market [1][2]. Group 1: Global Automotive Supply Chain Rankings - In the 2025 global automotive supply chain top 100 list, the number of Chinese companies increased by 4 to a total of 17, marking a historical high [2]. - New entrants to the list include Sailun Group, Desay SV, Tuopu Group, and Ningbo Huaxiang [2][3]. - Sailun Group's overseas revenue reached 23.81 billion yuan, accounting for 75% of total revenue, driven by its global strategy and product innovation [2]. Group 2: Company Performance - Desay SV reported a 26% year-on-year revenue growth in 2024, with its smart cockpit business contributing 66% of total revenue [2]. - Tuopu Group achieved a revenue of 26.6 billion yuan, ranking 95th globally, with a 35% year-on-year growth attributed to product line expansion and customer structure optimization [3]. - Ningbo Huaxiang's revenue reached 26.32 billion yuan, with over 50% growth in its independent brand business [3]. Group 3: Challenges in the Global Market - Despite the growth of Chinese companies, global automotive parts sales generally declined due to stagnation in global vehicle sales and unmet expectations for electric vehicle penetration [3]. - Bosch maintained its top position for the 14th consecutive year, but its revenue fell by 21.53 billion yuan in 2024 [4]. - Major international suppliers like Continental and ZF also experienced revenue declines, with ZF's automotive business revenue dropping by 50.43 billion yuan [4]. Group 4: Profitability of Chinese Companies - Chinese automotive parts companies reported the highest profit margins globally, with an EBITDA margin of 5.7%, outperforming Europe and South Korea [5]. - For instance, CATL's revenue decreased by 32.25 billion yuan, yet its net profit increased by 15% to 50.745 billion yuan, reflecting a profit margin improvement to 14% [5].

Core Insights - Kia America achieved record-breaking sales in March with 78,540 units delivered, marking a 13.1% increase year-over-year and extending its sales streak to six months [1][7][9] - The company reported total sales of 198,850 units in Q1 2025, a 10.7% increase compared to Q1 2024, setting a new record for first-quarter performance [2][9] - Key models contributing to this growth include the K4 compact sedan, which saw a 10% increase in sales, and SUVs like the Carnival (+53%), Telluride (+17%), and Sportage (+11%) [3][4][7] Sales Performance - March sales of 78,540 units represent the best-ever monthly performance for Kia, contributing to a record first quarter [7][9] - The all-new K4 compact sedan has shown consistent growth since its launch in August 2024, indicating strong market acceptance [2][7] - The SUV segment, particularly the Carnival, Sportage, and Telluride, achieved their highest monthly sales ever, underscoring the brand's strength in this category [4][7] Production and Initiatives - Kia's Metaplant America facility in Georgia, with a $7.59 billion investment, is expected to create over 8,500 jobs and enhance production capabilities for new models [8] - The EV6 and EV9 models have commenced full-scale production, with expectations for improved product and supply chain efficiency to boost electric vehicle sales [4][8] - The 2025 Kia Telluride and EV9 received the IIHS's TOP SAFETY PICK+ designation, highlighting the brand's commitment to safety [8] Model-Specific Sales Data - Sales data for key models in March 2025 compared to March 2024: - EV9: 1,164 units vs. 1,281 units - EV6: 921 units vs. 1,537 units - K4/Forte: 13,719 units vs. 13,417 units - K5: 6,399 units vs. 1,174 units - Soul: 3,717 units vs. 5,284 units - Niro: 2,431 units vs. 2,902 units - Seltos: 4,828 units vs. 6,017 units - Sportage: 16,872 units vs. 15,211 units [5][9]

Core Insights - Wallbox has announced the pre-order availability of the Quasar 2 bi-directional charger, which is compatible with the Kia EV9, allowing for Vehicle to Home (V2H) capabilities [1][2][3] Group 1: Product Details - The Quasar 2 charger, along with the Power Recovery Unit, enables eligible Kia EV9 owners to use their vehicle as an energy storage system, providing backup power during outages and potentially reducing home electricity costs [2][3] - The Quasar 2 offers up to 12 kW of power for charging and discharging, with a retail price of $6,440, excluding taxes and installation fees [4] - Limited quantities of the Quasar 2 and Power Recovery Unit are available for pre-order on a first-come, first-served basis, with initial availability restricted to certain states [5] Group 2: Market Impact and Benefits - The V2H technology allows EV9 owners to manage energy usage and costs effectively, providing the ability to schedule charging and utilize stored energy during peak hours [3] - The Kia EV9 has received multiple accolades, including the 2024 North American Utility Vehicle of the Year, enhancing its market position as a leading electric SUV [7] - The EV9 features ultrafast charging capabilities, allowing it to charge from 10% to 80% in under 25 minutes, further improving the ownership experience [6]

撰 文 / 洪晗琪 设 计 / 师 超 起亚汽车上一次出圈，是对席卷全行业的"价格战"公开唱反调。 "起亚不打算打价格战"，比起以低价换市场份额，起亚更关心如何在提升工人福利、保证产业链健 康的情况下涨销量。相比简单粗暴的"价格战"，起亚更想打一场由技术创新与产品升级驱动的"价 值战"。 这年3月，起亚中国发布新能源战略，计划在2023年-2027年期间，在中国市场推出6款电动车： EV6 GT、EV5、EV9、入门级SUV、基于新一代电动车专用平台开发的高端电动车、中型SUV。同 年，EV6 GT、EV5分别以进口、国产的方式快速导入国内市场。 市场的确朝着这个方向变化。根据乘联会数据，2024年1-10月，新能源乘用车L2级及以上的辅助驾 驶功能装车率达67.1%。过去一年，支持城区/高速自动驾驶辅助功能的车型，在20万元级市场广泛 中国之行坚定了起亚高层此前的判断：中国汽车市场的消费偏好已经与欧美地区截然不同。前者更 注重智能化、车联网及娱乐系统，后者则倾向于驾驶性能和品质 ——这更符合燃油车的产品开发 逻辑。 当竞争对手们为"流量"各显身手时，起亚更是表现佛系，发布会不对标"别人家的孩子"、不造概 念 ...