▌ News, ▍ China sued EU Electric vehicle countervailing measures to WTO.
According to the first Electric report on November 4, a spokesman for China’s Ministry of Commerce announced that China has filed a lawsuit with the WTO dispute settlement mechanism to oppose the EU’s final countervailing measures on electric vehicles.
China believes that the EU’s measures lack factual and legal basis, violate WTO rules, and are the embodiment of trade protectionism.
Earlier, China had filed a lawsuit against the EU’s preliminary measures.
The European Commission concluded its countervailing investigation into China’s imported electric vehicles on October 29 and implemented a final countervailing duty on October 31 for a period of five years.
According to the website of the Ministry of Commerce, on the evening of November 3, Minister of Commerce Wang Wentao met with Prima, the foreign trade minister of the French Ministry of Foreign Affairs, saying that China has always worked hard to properly resolve China-EU economic and trade frictions through dialogue and consultation in accordance with the important consensus reached by the heads of state of China and France and the leaders of China, France and Europe in May this year and on the basis of full respect for facts and compliance with WTO rules.
The EU countervailing investigation on electric vehicles in China has seriously hindered the cooperation between the automobile industry between China and Europe, which is a major concern of the industry in China and Europe.
The China-EU technical team is conducting the second phase of consultations.
Although the issue of trade policy falls within the purview of the European Commission, France, as an important member of the European Union, should play an active role in promoting the European Commission to show sincerity, face each other with China, and reach a solution acceptable to the industries of both sides as soon as possible.
▍ will launch hybrid models overseas at the end of 2026, but will stick to the pure electric route at home.
Reuters reported on November 4 that it plans to launch its first hybrid model in 2026 and will only sell it in overseas markets such as the Middle East, North Africa and Europe.
The plan is supported by CYVN Holdings, the leading investor in the Abu Dhabi sovereign fund, which proposes to develop hybrid models under its third brand, Firefy, to boost sales in the Middle East, where infrastructure is not ready for large-scale adoption of electric vehicles.
According to Reuters, the hybrid model is scheduled to be launched at the end of 2026 and delivery will begin in 2027.
Xilai will continue to provide only electric cars that support power change in China and will not sell the hybrid model in China.
Xilai did not comment on the hybrid model plan, but said the Firefly brand would use pure electric technology.
Last year, Weilai received an investment of $1.
1 billion from the Abu Dhabi sovereign fund and another $2.
2 billion in December, totaling $3.
3 billion.
▍ BYD’s overseas sales are soaring and the European market is facing headwinds.
Chinese electric car maker BYD is expanding its sales in overseas markets, tripling year-on-year sales to about 300000 vehicles from January to September this year, Nikkei reported on November 4.
BYD’s overseas business has grown significantly, led by markets in Brazil and Southeast Asia.
BYD’s sales in Brazil rose 8.
4 times year-on-year to 51299 vehicles, while its market share increased to 2.
9% from 0.
4% in the same period last year.
In addition, BYD’s passenger car sales in Thailand increased 7.
3 times year-on-year, ranking third with a market share of 9%.
Despite its success in Brazil and Southeast Asia, BYD faces challenges in the European market.
In Germany, BYD’s sales fell 42%, while in other countries, such as Sweden, which have stopped subsidizing electric vehicles, BYD’s sales have also fallen sharply.
The European Commission has decided to impose additional tariffs on Chinese electric vehicles, and BYD will be subject to an additional tariff of 17%.
To meet this challenge, BYD plans to build new factories in Hungary and Turkey to evade tariffs and improve competitiveness in the European market.
▌ domestic, ▍ BYD internal recruitment staff, sprint self-research smart car program landed, November 4 first electric report, BYD in the intelligent field of continuous action, the company’s self-research smart driving department is group-wide recruitment of staff, through the interview can be transferred without the consent of the original business department.
BYD plans to devolve basic smart driving functions to entry-level models, including seagulls that start at 66800 yuan.
This year, the intelligent department of BYD changed frequently.
At the beginning of the year, the intelligent research institute was established by integrating the smart car and the brain module.
In the middle of the year, the “Tianxuan” and “Sky Wolf” development department was set up and the self-developed intelligent driving program was launched.
At present, the two departments of Tianxuan and Sirius have been merged, and BYD is vigorously recruiting staff from other departments to promote the standard intelligent driving of the whole series of models and focus on breaking through intelligent technology.
In October, BYD sold 502657 vehicles, an increase of 66.
53% over the same period last year.
He Zhiqi, executive vice president of the company, said that from August to October, production of nearly 200000 units was increased, and nearly 200000 people were recruited for complete vehicle and spare parts, and the bases were in full production.
▍ Feng Xinya takes over as chairman of GAC GROUP, Zeng Qinghong retires, Nov 4, the first electric news, GAC GROUP has an important personnel change, Feng Xinya will replace Zeng Qinghong as the new chairman, Zeng Qinghong retires because of age.
Feng Xingya, 55, holds a master’s degree in business administration from Xi’an Jiaotong University and has served as deputy secretary of the party committee, director and general manager of GAC GROUP.
The personnel adjustment took place after the relocation of GAC GROUP’s headquarters to Panyu Automobile City in Guangzhou.
Officials said that the relocation will change the group’s independent brand management model from strategic control to operational control, in order to achieve front-line command and unified operation.
it is conducive to a high degree of coordination among GAC MOTOR, GAC Ean, GAC R&D CENTER and Guangzhou Auto International.
In October, ▍ changed power stations to 2621, and delivery volume increased by 30.
5% compared with the same period last year.
According to the report of Lulai Motor in October, the Weilai high-speed power exchange network was upgraded to “7 vertical, 9 horizontal and 12 major urban agglomerations”, with 12 new county-level administrative regions covering it.
This month, 65 new fourth-generation power stations were added, and the total number of expressway power stations increased to 21.
The G80 Guangzhou-Kunming Expressway and the G56 Hangzhou-Rui-Zhejiang-Hunan high-speed power exchange network have been connected, and the layout has been further improved.
As of October 31, a total of 2621 exchange power stations, 23969 charging piles, more than 56.
61 million power exchange services and more than 1.
11 million third-party charging piles have been built in Weilai.
▍ FAW-Volkswagen’s new Tanyue L production line, using Huawei smart car components, Nov 4, the first electric report, the new Tanyue L mass production line in FAW-Volkswagen Tianjin plant.
As the first replacement model of the SUV family, based on the MQB evo platform, the new Tanyue L is fully upgraded in appearance, interior, space, Zhaopin intelligence and so on.
The exterior design combines avant-garde, strong and athletic elements, providing two front face styles.
The size of the car body increases, and the wheelbase reaches 2791mm.
The interior decoration is not adopted.
To the starship design concept, equipped with three screens of interactive wisdom space.
In terms of smart driving, in cooperation with Huawei to optimize the travel experience, IQ.
Pilot has L2 + level driving assistance function.
▍ Geely Galaxy Starship 7 is the world premiere, equipped with Raytheon EM-i super hybrid technology, the first electric power on November 4 news, Geely Galaxy Starship 7 world debut, will start pre-sale on November 8.
The new car adopts the “ripple aesthetics” design, offering ten views of the West Lake and two interior colors.
In configuration, Starship 7 is equipped with 16-speaker sound system, intelligent cockpit and so on.
Based on the GEA architecture, the body size is 4740*1905*1685mm, the wheelbase 2755mm, and the interior space reaches the B-level SUV level.
The biggest highlight of the car is that it is equipped with Raytheon EM-i super electric hybrid technology, the thermal efficiency of 1.
5L engine is 46.
5%, the overall efficiency of the system is 92.
5%, fuel consumption is 3.
75L/100km, zero acceleration is 7.
5 seconds, the measured range is up to 2390.
5 km, and the fuel consumption of 100 km is 2.62L. Equipped with 19.
09kWh and 28.
94kWh battery pack, pure electric battery life 101km and 150km, support 1.
9C charge rate, charge only 20 minutes.
▍ Xiaopeng P7 + successfully challenged Beijing’s most blocked Dashanzi Road.
Zhou Hongyi’s experience was full of praise.
According to news from Fast Science and Technology on November 4, he Xiaopeng, chairman of Xiaopeng Automobile, and Zhou Hongyi, chairman of 360Group, successfully challenged by using smart driving technology on the most congested Dashanzi road in Beijing.
He Xiaopeng drives Xiaopeng P7 driver, Zhou Hongyi drives Xiaopeng X9.
Zhou Hongyi spoke highly of the interior space and configuration of the P7 +, saying that it is very powerful in the 200000 price range.
In the dynamic experience of the evening peak, Xiaopeng P7 + adopts pure visual smart driving scheme, showing humanoid driving performance.
In the complex traffic environment, Xiaopeng P7 + successfully completed a right turn, demonstrating its high-level auxiliary driving ability.
He Xiaopeng said that even if he drives himself, it is not as smooth as autopilot.
▍ Tesla software update: Chinese car owners will be able to display license plates and add battery health tests.
Tesla pushed the 2024.
38 update to many regions and models and introduced a number of new features, according to the first Electric report on November 4th.
According to Tesla hacker Greentheonly, Tesla may soon allow Chinese car owners to display real license plate numbers on the vehicle screen.
This function may be achieved by the user’s manual input, not limited to his own license plate number.
The update also introduces a new battery health test, which will show the scores of the vehicle compared with similar vehicles in Tesla’s fleet.
Maintenance records will be permanently stored in the car, and although this feature has not yet been activated, it is under active development.
The 2024.
38 update also includes service model improvements and new visualization effects.
▍ Ford’s new plug-in model was unveiled, achieving 30% to 80% fast charging in 14 minutes.
In the first electric news on November 4th, Ford Motor Company announced the official debut of two plug-in hybrid models, Ling Rui and Ling Yu.
Both models are equipped with a 1.
5T plug-in system, a two-gear DHT and P1+P3 motor structure, and a Ningde-era super hybrid battery that supports fast charging from 30 to 80 per cent in 14 minutes.
The new car is expected to be officially launched during the Guangzhou International Auto Show.
▍ Cyrus refutes the rumor: there are no plans to carry out humanoid robot business and focus on new energy smart vehicles.
On November 4, the first electric news, Cyrus officially issued a statement clarifying the false information on the Internet and denying that it will carry out humanoid robot business.
The company has no plans to hold meetings such as the humanoid Robot Technology Forum, and the relevant screenshots circulated online are false, the statement said.
Cyrus stressed that the company is not working with any partners in the field of humanoid robots.
The company will continue to focus on the field of new energy intelligent electric vehicles, and pay attention to the research and development of related cutting-edge technologies.
▍ Huawei applied for “owl turning” trademark, Huawei Technology Co., Ltd. submitted an application for registration of trademarks such as “owl turning” and “Hongmeng Zhixing Owl” to the Trademark Office of the State intellectual property Office, involving the category of means of transport and scientific instruments, which is currently awaiting substantive review.
These trademarks will be used for products such as self-driving cars and vehicle steering devices.
The “Hongmeng Zhixing Owl” trademark is especially used in the field of self-driving cars, while the “Owl steering” trademark covers torque converters for land vehicles, automobiles and so on.
Huawei’s M9 front wheel, released in December, is equipped with “owl enhanced steering technology”, which performs well in similar models with a turning radius of 5.
8 meters and a maximum front wheel angle of 41.
75 degrees, providing stability and safety at high speed.
▍ radish fast run wholly-owned radish transport capacity Chongqing company, registered capital 5 million, whip Niu Shi November 4 news, radish transport capacity (Chongqing) Technology Co., Ltd. was recently established, the legal representative is Bi ran, with a registered capital of 5 million yuan.
The company has a wide range of business scope, including Internet information services, the second type of value-added telecommunications services, network taxi booking services, network culture management, information technology consulting services and artificial intelligence basic software development.
It is worth noting that the company is wholly owned by radish transport capacity (Beijing) Technology Co., Ltd., a related company of radish fast running.
Sales at ▍ Tesla’s Shanghai factory surged 41 per cent in October from a year earlier, setting a quarterly delivery record.
On November 4th, Tesla Shanghai super factory delivered 68280 vehicles in October, with domestic sales exceeding 40, 000, up 41 per cent from a year earlier, according to data from the Federation of passengers.
Model Y domestic sales of more than 36000 vehicles, cumulative sales of more than 373000 vehicles, making it the best-selling model in China.
In the third quarter, Tesla delivered about 463000 electric vehicles worldwide, a quarterly high.
The Shanghai factory exported the millionth vehicle in September and the third millionth vehicle off the line in October.
Shanghai debut of ▍ Mercedes-Benz L2bike + smart driving system: take over at 21km in 50 minutes, the first electric power on November 4, Mercedes-Benz official WeChat released the video of the world’s premiere of “L2bike +” level.
The test vehicle adopts pure vision + end-to-end scheme and is not equipped with lidar.
It drives 21 kilometers within 50 minutes in the urban area of Shanghai and takes over the whole journey.
Vehicles can sense the information of crossing lanes, deal with unexpected events such as “ghost probe” and battery car retrogression, and avoid, change lanes or turn on detour mode.
Wang Xin, executive vice president of Mercedes-Benz China, said that Mercedes-Benz L3-class autopilot supports the highest 95km/h speed on German highways, making it the fastest L3-class autopilot system on mass-produced models in the world.
▌ International ▍ French Minister of Industry calls on Europe to subsidize local electric vehicle manufacturers to compete against Chinese competition Fast Technology NovemberOn the 4th, French new Minister of Industry Mark Ferrac recently expressed his views on the European electric car industry.
He acknowledged that Chinese electric cars were cheap and innovative, but pointed to problems in Europe in terms of competitiveness, demand and China’s trade practices.
Ferrac believes that European carmakers need to invest heavily in the electric vehicle industry and suggests that EU countries refer to France’s electric vehicle subsidy scheme, which allocates subsidies based on factors such as carbon dioxide emissions and excludes imports of Chinese cars.
He supports the electrification of European fleets, but subsidies should be biased towards European cars.
As a result, France supports the EU in imposing additional tariffs on imports of Chinese electric vehicles and hopes to postpone the mandatory emissions reduction targets imposed by automakers in 2025.
▍ Stellantis’s third-quarter revenue plunged 27%, while North American sales plunged 36%.
On November 4th, Stellantis’s third-quarter net revenue fell 27% year-on-year to 33 billion euros, lower than expected.
Delivery in North America fell 36 per cent, and US dealer inventories fell by more than 80,000 vehicles from July to October.
The decline in European revenue was smaller than that in delivery, partially offsetting the impact of the North American market.
▍ Toyota spent $13.
9 billion to build a battery plant in the United States, aiming to account for 80% of electric car sales in 2030.
Toyota announced that it will expand its battery capacity for electric and hybrid vehicles in the United States and is considering building a new plant, the first Electric reported on November 4th.
Toyota plans to increase the share of electric and hybrid vehicles in u.s. sales to 80% by 2030.
Toyota is currently building a $13.
9 billion battery plant in North Carolina and expects to make additional investment in other locations depending on market demand.
Toyota had previously focused more on hybrid and hydrogen fuel cell models, but last year announced a shift in strategy, planning to commercialize advanced battery technology and adopt die-casting technology pioneered by Tesla.
▍ Volkswagen CEO in the United States is leaving, behind sales growth.
German media reported on November 4th that CEO Pablo Di Si, the US arm of Volkswagen Group, is leaving, partly due to its missteps in the US market, including electric vehicle sales forecasts and the feasibility of plug-in hybrid vehicles.
Although Volkswagen brand sales are up 19% year-on-year in the United States, Volkswagen offers substantial discounts in the United States, with an average incentive cost of $4165 per car.
Volkswagen has selected three candidates for succession, including Volkswagen’s Chinese passenger car brand CEO Stefan Mecha.
Currently, Di Si is still holding the position of CEO.
▍ Xiaopeng Motor is facing the risk of sales ban in 18 countries due to its first European patent lawsuit.
Steel giant ArcelorMittal filed a lawsuit with the European uniform Patent Court, accusing Chinese carmaker Xiaopeng of infringing its patent EP3290200B1.
As a result, Xiaopeng became the first Chinese carmaker to be sued in the court.
The lawsuit involves 17 dealers, and ArcelorMittal claims that the coated steel strip used by Xiaopeng and its manufacturing and use methods infringe its patents.
Xiaopeng responded that it had ensured through the supplier that the thermoforming materials used in G9 products avoided the risk of infringement and communicated with ArcelorMittal to ask the supplier to verify the source of the material.
If the two sides fail to reach a settlement, Xiaopeng could face the risk of being banned in 18 European countries.
▍ Mitsubishi Corporation and Nissan have entered the self-driving and battery business with a target annual sales of more than 8 million.
Japan’s Mitsubishi Corporation and Nissan announced plans to form a joint venture focusing on self-driving technology and electric car battery business, which is expected to be officially established by March 2025, with 50-50 shares between the two sides, the first Electric reported on November 4.
Prior to this, Honda, Nissan and Mitsubishi have signed a memorandum of strategic cooperation to explore cooperation between intelligent and electrified vehicles, with a target annual sales of more than 8 million vehicles.
From April to September this year, global production by eight Japanese passenger car manufacturers fell 6 per cent from a year earlier, negative growth for the first time since April-September 2020, and production fell back to 2022 levels.
Analysts point out that car companies are taking measures to curb production because of price-cutting competition to increase inventory vigilance.
The localization rate of ▍ Tesla Model 3 in North America is as high as 75%.
On November 4, the National Highway Traffic Safety Administration (NHTSA) released a report showing that 75% of the parts of Tesla’s Model 3 AWD and RWD models came from the United States and Canada, making it the most localized model in North America.
Tesla’s 2025 models are generally highly localized, with parts in North America ranging from 60 to 75 per cent.
The Model 3 high-performance version and all Model Y models are 70% and the Model S is 65% and the Model X is 60%.
▍ Wal-Mart expanded its delivery service, 5000 BrightDrop electric vans will be on the road, November 4, the US retail giant Wal-Mart has ordered 5000 electric vans from GM BrightDrop, and the first batch of vehicles will be delivered.
Wal-Mart announced that it will expand its door-to-door delivery service to 62 million homes and plans to launch BrightDrop 400s in Austin, Dallas, Denver, Detroit, northwest Arkansas, Orlando and the San Francisco Bay area.
▍ Musk’s $56 billion compensation package was decided at the end of the year, and Tesla shareholders approved it.
TechWeb reported on November 4 that Delaware Judge Catherine McCormick announced that a ruling on Musk’s compensation package would be made before the end of the year.
The plan is a 10-year compensation plan developed by Tesla for Musk in 2018, involving 20.
264 million stock options, linked to market value and performance, with no salary and cash incentives.
At the time of the announcement, it is worth $2.
6 billion in nominal terms, but if all is realized, it could be worth more than $56 billion.
Tesla’s market capitalization and performance have improved significantly since the approval of the scheme, which has met the requirements of the compensation package.
However, one shareholder sued that the plan was unfair, and the judge supported shareholders’ demands in January, and the compensation plan ran aground.
In June, the general meeting of shareholders re-voted and approved the pay package, but Judge McCormick will still have the power to decide whether to pay Musk accordingly.
▍ General Motors abandoned CarPlay and Android Auto to work with Google to customize car systems.
Baris Cetinok, senior vice president of General Motors, said in an interview that the company was confident in its decision to abandon Apple’s CarPlay and Google’s Android Auto, The Verge reported on Nov. 4. Cetinok believes that GM is committed to building beautifully designed cars with complete ideas, and that users should not switch to a completely different interface while using assisted driving while pursuing a seamless experience.
With the advent of L3 and L4 autopilot technology, sinceDriving systems require deep integration with maps to identify lane locations, while CarPlay or Android Auto does not achieve true connectivity.
General Motors announced that it will phase out support for CarPlay and Android Auto starting with the 2024 Chevrolet Blazer, and instead work with Google to develop a customized car system based on Android Automotive.
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