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汽车早餐 | 岚图股改更名,介绍方式登陆港股迈出关键一步;铃木首款纯电动汽车明年1月将在日本上市;日本对美出口连续5月同比下降
Domestic News - The Ministry of Industry and Information Technology is soliciting public opinions on the mandatory national standard for "Safety Requirements for Intelligent Connected Vehicle Combination Driving Assistance Systems," which aims to strengthen safety in the intelligent connected vehicle industry [2] - The Ministry of Industry and Information Technology released a development roadmap for new energy storage technologies, targeting over 180 million kilowatts of installed capacity by 2027, over 240 million kilowatts by 2030, and exceeding 300 million kilowatts by 2035 [3] - The Ministry of Commerce announced the establishment of five industry standardization technical committees, including those for the automotive circulation, resource recovery, service outsourcing, pharmaceutical circulation, and petroleum circulation industries [4] - The Chief Executive of Hong Kong, John Lee, announced support for the development of battery-swapping electric vehicles and automated battery-swapping station technologies, along with a plan to provide 3 billion HKD for high-speed charging stations by the end of 2028 [5] International News - The U.S. Department of Commerce is considering requests to impose tariffs on more imported automotive parts based on national security reasons, allowing domestic manufacturers and industry associations to request additional tariffs [6] - Japan's exports to the U.S. fell by 13.8% year-on-year in August, marking five consecutive months of decline, primarily due to decreased exports of automobiles and machinery [7] Company News - Chery Automobile plans to issue 297.4 million H-shares, with a pricing range of 27.75 to 30.75 HKD per share, and aims to complete pricing by September 23 [11] - GAC Group and Huawei have announced a new brand named "Qijing," which will focus on high-end intelligent new energy vehicles and will be officially launched soon [12] - Lantu Automotive has completed a name change to "Lantu Automotive Technology Co., Ltd." as a key step towards listing on the Hong Kong Stock Exchange [13] - Hello's Robotaxi business received strategic investment from Alibaba Group, indicating a deepening collaboration in autonomous driving and related technologies [14] - MOGOX and Tencent Cloud have formed a strategic partnership to enhance the capabilities of the MogoMind model and develop a city-level AI network [15] - EVE Energy has made technological advancements in solid-state batteries and plans to achieve breakthroughs in production processes by 2026, focusing on high-power and safe solid-state batteries for hybrid applications [16]
【快讯】每日快讯(2025年9月17日)
乘联分会· 2025-09-17 08:39
Domestic News - The Ministry of Industry and Information Technology issued guidelines for the digital transformation of key industries, including 14 industry scenario maps for 2025, focusing on sectors like new energy vehicles and lithium batteries [7] - Suzhou released an "Artificial Intelligence+" city action plan aiming to gather over 3,000 AI companies by the end of 2026, with an annual growth rate of over 20% in the core scale of the smart economy industry [8] - Changan Automobile signed a strategic cooperation agreement with China Guoxin, aiming to deepen collaboration in investment and technology innovation to promote high-quality development in the automotive industry [9] - GAC Group and Huawei are jointly launching a new high-end smart electric vehicle brand named "Qijing," which will integrate Huawei's intelligent technology [10] - Jietu announced the launch of three fuel-powered SUV models in the European market, starting with Poland in November [11] - Avita Technology signed a business cooperation framework agreement with Agricultural Bank of China, focusing on technology research and market expansion [12] - Yangjie Technology and Xingyu Co., Ltd. signed a strategic cooperation agreement to enhance collaboration in automotive vision systems and semiconductor technology [13] - Funeng Technology plans to mass-produce its third-generation semi-solid-state battery by 2026, aiming for an energy density of over 500Wh/kg [14] Foreign News - Suzuki announced that its first pure electric vehicle, the e-VITARA, will be launched in Japan on January 16, 2026, with a starting price of 3.993 million yen (approximately 193,000 RMB) and a range of over 430 kilometers on a single charge [15][16] - SK On established a pilot factory for solid-state batteries in Daejeon, South Korea, with plans for commercial production by 2029, one year earlier than previously announced [17] - Toyota launched the e-Palette, a pure electric vehicle designed for mobile stores, aiming to incorporate L4-level autonomous driving technology by 2027 [18] - Nissan and Mitsubishi will introduce a new electric vehicle model in Europe, with Mitsubishi's Eclipse Cross being the first pure electric SUV for the European market [19] Commercial Vehicles - Proton Automobile and Western Intelligent Network held a dual delivery ceremony for new energy vehicles and ultra-fast charging systems, marking a significant milestone in their collaborative strategy [20] - Weichai's new high-end light truck, the Blue Power X7, was officially launched in Fujian, targeting the growing demand for high-end new energy logistics vehicles [21] - The Faist Group launched a new agricultural machinery brand, "Faist·Zhikun," marking its entry into the agricultural transmission field [22] - King Long showcased its products at the BRICS New Industrial Revolution Forum, highlighting its autonomous driving buses and new energy vehicles [23]
Maruti boss on how India can become a global manufacturing hub
Rediff· 2025-09-12 11:09
The next many decades belong to India as the global economic powerhouse, and it will be essential to continue demonstrating policy stability, as the country aspires to be the world's manufacturing hub, Maruti Suzuki India MD and CEO Hisashi Takeuchi said on Friday.A consignment of over 1600 'Made In India' SUVs from Maruti Suzuki being exported to Japan for the first time in 2024. Photograph: ANI PhotoAmid a turbulent global geopolitical and economic period, lies an extraordinary opportunity for India to po ...
比亚迪在日本大幅降价,最大降117万日元
日经中文网· 2025-09-02 08:00
Core Viewpoint - BYD has initiated a significant price reduction for its electric vehicles (EVs) in Japan, aiming to expand its market share amid challenges in the Chinese market [1][7]. Group 1: Price Reduction Details - The price reduction ranges from 500,000 to 1,170,000 Japanese yen (approximately 24,200 to 56,700 RMB) [1][6]. - The Dolphin model will become the cheapest EV in Japan, with a new price of 2,492,000 yen (approximately 120,700 RMB), undercutting Nissan's Sakura by 100,000 yen [6][9]. - The Seal model's four-wheel drive variant will see a price drop of 1,170,000 yen, bringing its price down to 4,550,000 yen (approximately 220,500 RMB) [6][8]. Group 2: Market Context and Strategy - BYD's sales in Japan from January to July increased by 50% year-on-year, reaching 1,936 units, indicating strong performance in a growing market [1][9]. - The company is responding to intensified competition in the Chinese market, where its global new car sales grew only 0.6% in July, a significant slowdown compared to over 10% growth earlier in the year [7][9]. - The price cuts are part of a broader strategy to stimulate demand in Japan, where government subsidies can further reduce the effective price of the Dolphin to as low as 1,490,000 yen (approximately 72,200 RMB) [6][9]. Group 3: Competitive Landscape - Other automakers, such as Hyundai, have also announced price reductions for their EVs in Japan, intensifying competition in the market [11][13]. - The price war initiated by BYD in China has drawn criticism from industry groups and other car manufacturers, highlighting the challenges of maintaining profitability amid aggressive pricing strategies [8][9].
日经BP精选:铃木的印度产EV“e VITARA”采用比亚迪磷酸铁锂电池
日经中文网· 2025-09-02 03:15
Core Viewpoint - Suzuki is set to produce its first electric vehicle (EV), the "e VITARA," in India, marking a significant step in its transition to electric mobility while leveraging its established low-cost supply chain in the region [3][5]. Group 1: Production and Supply Chain - Suzuki will import core components for the "e VITARA" from overseas, specifically battery packs from China and inverters from Japan, despite sourcing most parts locally in India [3]. - The decision to produce the EV in India rather than Japan is driven by the lower production costs and the existing supply chain developed over 40 years [3][5]. - The vehicle will be manufactured at Suzuki's Gujarat plant, which has an annual production capacity of 2.6 million units, exceeding that of its Japanese facilities [5]. Group 2: Market Strategy - The "e VITARA" is scheduled for release in Japan within the fiscal year 2025, with the first units imported from India [3]. - The collaboration on the vehicle's chassis development involves partnerships with companies like Toyota, indicating a strategic alliance in the EV sector [3].
铃木将从印度向日欧等100多国出口EV
日经中文网· 2025-08-27 08:00
Core Viewpoint - Suzuki has commenced exporting its first electric vehicle, the "e VITARA," from its factory in Gujarat, India, to Europe, aiming to establish India as a manufacturing and export hub for electric vehicles [2][4]. Group 1: Export Strategy and Market Position - Suzuki's president, Toshihiro Suzuki, emphasized the goal of transforming the Gujarat factory into the company's first international EV production base, with plans to export EVs to over 100 countries, including Japan and Europe [4]. - Indian Prime Minister Modi praised the initiative, stating that vehicles used worldwide will carry the "Made in India" label, highlighting the significance of this export strategy [4]. - The e VITARA is positioned as a global strategic model, classified as an SUV with a range exceeding 500 kilometers, aimed at enhancing Suzuki's export capabilities and addressing the imbalance in its revenue structure, where over half of its global four-wheeler sales come from the Indian market [4]. Group 2: Production Capacity and Sales Performance - Suzuki is increasing its production capacity for four-wheel vehicles, with a new production base in Haryana, India, launched in February, raising its annual capacity to 2.6 million units [5]. - The company plans to further invest in equipment to boost its annual production capacity to 4 million units by 2030 [5]. - Despite being the largest player in the passenger car segment in India, holding a 40% market share, Suzuki faced a sales decline of 6% year-on-year in the April to June period, marking the first drop in five years, with total sales of 402,000 units [4].