▌ News, ▍ German Transport Minister opposes imposing tariffs on Chinese automakers: we do not want to block the market, we want to compete, German Transport Minister Volkovesin opposed EU measures to impose punitive tariffs on Chinese automakers, the German News Agency said on May 8.
“We don’t want to block the market, we want to compete,” the LDP politician said in an interview.
” Wissing said that the German federal government hopes that German companies will continue to create added value at home and remain competitive in global trade.
“this is why we want international trade to be conducted on a level playing field and in a unified competitive environment, rather than a trade war through punitive tariffs.
” Wissing believes this is crucial for countries like Germany, which are heavily dependent on global trade.
“We produce for the world, and we hope to continue to do so in the future.
In terms of product quality, we are in a leading position in the world.
” The minister said.
The European Union is currently conducting a countervailing investigation into electric vehicles made in China and is considering imposing punitive tariffs, Germany’s time Weekly said on the 8th.
Last September, European Commission President von Delaine announced an investigation into market competition distortions caused by Chinese subsidies.
If the investigation shows that China violates trade law, the EU may impose punitive tariffs.
The European Union currently imposes a 10% tariff on electric vehicles.
According to the German business newspaper, economists at the University of Bocconi in Italy believe that the economic reasoning of the European Commission is questionable.
In a new study, they found that the cost advantage of Chinese manufacturers and the “high price strategy” of European carmakers are the reasons why Chinese electric cars are so competitive in the European market, rather than subsidies.
According to the study, the tariff may cause consumers to spend an extra 10, 000 euros per car.
▍ China may first support Tesla to test Robo Taxi, but has not yet fully approved the full landing of FSD in China.
According to China Daily, recently, Tesla CEO Musk’s “lightning” visit to China has triggered discussion and speculation about “Tesla’s entry into China by Full-Self Driving (hereinafter referred to as” FSD “).
China Daily reporters learned exclusively through multiple sources that Tesla proposed to land a “driverless taxi” (Robo Taxi) in China.
In this regard, the Chinese government may first support its testing and demonstration in China, but it has not yet fully approved the full landing of its FSD in China.
Experts believe that the recent passage of the TikTok bill by the United States reflects the rise of trade protectionism.
Against this background, China supports Tesla in testing the latest technology in China, which is a “two-way trip” between foreign capital and the Chinese market.
This once again demonstrates the positive attitude of the Chinese government in opening wider to the outside world.
China welcomes foreign enterprises to land in China with advanced smart driving technology, so that Chinese and foreign technologies can blossom at the same time and make common progress at home.
According to ▍, Toyota’s joint venture in China is expected to adopt BYD super hybrid technology.
Caijing reported on May 8 that Toyota’s joint venture in China has a plan to introduce plug-in hybrid in the next two to three years, and it is highly likely that Toyota’s original Hybrid model (gas-electric hybrid system) will no longer be used, but DMI technology (super hybrid technology) will be adopted.
From the perspective of future product planning, there are about two or three models involved.
However, there is no further information on whether all these products will be able to land as promised.
“but what is certain is that even with BYD’s DMI technology, Toyota will certainly carry out new polishing and adjustment, and the final driving experience of the model will still be different,” a company official said.
At the end of this month, Toyota will hold a “omni-directional electrification technology conference” in Japan.
” People familiar with the matter said: “at that time, not only will Toyota be introduced in terms of PHEV, but also a landmark small superengine may be announced at the same time.
” ▍: retail sales of new energy vehicles were 706000 in April, the same as in March.
Preliminary statistics: from April 1 to 30, retail sales in the national new energy vehicle market increased by 34% over the same period last year and 0% compared with the same period last year.
Retail sales so far this year totaled 2.
478 million, up 35% from the same period last year.
From April 1 to 30, national passenger car manufacturers wholesale 800000 new energy vehicles, up 32% from the same period last year, down 1% from the previous year.
So far this year, a total of 2.
751 million vehicles were wholesale, up 31% from the same period last year.
Affected by factors such as the surge in inventory sales in March and Ching Ming Festival in April, the risk volume of new energy terminals declined month-on-month in the first three weeks of April, causing market concern.
However, with the introduction of policies such as replacement subsidies, sales picked up week by week, and finally achieved relatively large growth in the fourth week.
On this basis, it is estimated that the penetration rate of new energy will reach 45% in April.
▌ domestic, ▍ Ledao management team of the new brand Ledao will be unveiled today.
First Electric News, the management of Ledao Automobile under Weilai will be publicly unveiled on May 9, and the relevant person-in-charge, brand and logo meaning and Ledao App launch plan will be disclosed in a small communication meeting.
Ledao, a much-anticipated second brand, will be officially launched on May 15, and its first car, the L60, will also be officially unveiled.
Earlier, Ledao’s official website was officially launched on May 7.
In addition to displaying the official Logo style of ONVO Ledao, the official website also has the message “Please look forward to the first model L60”.
According to the previous news, Ledao’s positioning is not a low-end brand, but the target Tesla, facing the mainstream market.
However, it is expected to cost about 10 per cent less than Tesla Model Y.
The price is expected to start from 220000, and the Bass scheme will be as low as 170000.
▍ Xiaomi shares hit a new intraday high in more than two years.
Fast Technology reported on May 8 that Xiaomi Group’s Hong Kong shares rose more than 7% on May 8, reaching an intraday high since the end of 2021.
Before the deadline, Xiaomi Group rose 6.
58% to HK $19.
12, with a total market capitalization of HK $477.
1 billion.
Citigroup analyst Kyna Wong said in a report that Xiaomi’s stock price is expected to be supported by strong first-quarter results after 30 days of positive catalytic observation.
▍ is nearly five times oversubscribed.
Polar Krypton will be listed on the New York Stock Exchange on May 10 under the symbol “ZK”.
The company is nearly five times oversubscribed and closed one day ahead of schedule.
According to the plan, Polar Krypton will issue 17.
5 million shares of ADS in this IPO, with a range of US $18-21 per share of ADS.
▍ industry insiders said: require public relations to do short videos or because of Baidu traffic anxiety, in many people close to BaiduAccording to the personnel of the public relations department, “Jing Jing personally came off the stage to do the video content, which is the final tone after asking all PR personnel to do the video number.
” But what is not so optimistic is that Jing Jing has just taken the lead in releasing several issues of content, so that she is involved in a whirlpool of public opinion.
According to Baidu insiders, Wei Jing previously asked all her subordinates to transform into video self-media in order to “bring goods for the company”.
“at present, the public communication department has a weak voice within the group, and most of the information is in response to the requirements of the business department,” the person said.
“they (public relations department) will be very passive and it is difficult to communicate internally and externally.
So I hope to have my own controllable voice channel.
” For this operation, some industry insiders commented, “this is a manifestation of Baidu’s anxiety about traffic.
Baidu once had a dominant control of traffic in the PC era, but now with the rise of content platforms such as short videos, the company’s video business has been lukewarm for a long time, so it can only turn to other traffic platforms to find new traffic positions.
” “after all, now many people have begun to abandon Baidu and turn to other content platforms such as Douyin, Little Red Book and Zhihu.
Baidu has changed from its original traffic center to become one of the channels for some people to get information.
It is no longer the focus of online economic attention.
” The above-mentioned person said.
Baidu also has its own traffic anxiety behind requiring all PR (public communication) department personnel to transform into video self-media.
The construction plan of ▍ Tesla Shanghai Energy Storage Super Factory was approved and will start in May.
The official website of Shanghai Lingang Administrative Committee recently issued a “decision on the approval of Administrative license for the River-related Construction Plan of Tesla Energy Storage Super Factory Project”, agreeing with the construction plan of Tesla Energy Storage Super Factory project.
Data show that on April 9, 2023, Tesla signed a contract with Lingang new area for the Tesla energy storage superfactory project.
on December 22nd of that year, Tesla and the Lingang new district management committee carried out the land signing ceremony According to information previously released by Tesla, Tesla’s Shanghai energy storage superfactory is scheduled to start in May and complete mass production in the first quarter of 2025, Tesla’s first energy storage superfactory project outside the United States.
Tesla Shanghai Energy Storage Super Factory will produce ultra-large commercial energy storage battery Megapack, which is based on integrated system integration and modular design to help grid operators and utility companies store and distribute renewable energy more efficiently.
Each unit of Megapack can store more than 3.
9MW hours of energy, enough to meet the one-hour electricity needs of 3600 households.
More than 200 Megapack can form an energy storage power plant, which can store 1 million kilowatt-hours of electricity.
▍ signed a strategic cooperation agreement with GAC GROUP on charging and recharging.
On May 8th, Ulai and GAC GROUP signed a strategic cooperation agreement on recharging in Guangzhou.
The two sides will carry out omni-directional and multi-level in-depth strategic cooperation in the areas involved in the power exchange industry, such as battery standards, research and development and customization of power exchange models, battery asset management and operation, construction and operation of power exchange service network, and promote the interconnection of their own charging platforms.
According to the agreement, the two sides will jointly promote the establishment of a unified battery standard system, jointly develop exchange passenger vehicles and compatible exchange service stations suitable for both sides’ exchange system, and promote the launch of exchange models with unified and standardized battery packs jointly determined by both parties, as well as station-side solutions that can provide power exchange services for both models.
The two sides will also promote the interconnection of power exchange operation networks and operators, promote the establishment of a unified power exchange operation management system, and build a larger, standardized and unified energy infrastructure network to achieve large-scale advantages.
and establish a power battery life cycle management system, establish an efficient battery asset management platform and battery assets operation mechanism.
In terms of cooperation between charging platforms, the two sides will rely on their respective charging facilities to establish dynamic data interconnection between the platforms.
It is expected that by the end of May 2024, the two sides will be able to realize the interconnection of their respective charging facilities, and users will be able to query, navigate, start, pay and other functions of charging posts through the charging maps of their respective brands App, Mini Program and car phones, making power-up more convenient.
Perry, president of ▍ General Motors China, will be replaced by Steve Hill, vice president of global business operations.
GM issued a statement on May 7, announcing that Steve Hill, the current vice president of global business operations, will become GM’s senior vice president and president of GM China.
According to the statement, Steve Hill is a global marketing expert at General Motors and has held key positions including vice president of sales, service and marketing in the United States and global vice president of customer service and aftersales.
He will succeed Julian Blissett from June 1 and take overall charge of GM’s operations in China.
▍ Yu Chengdong Weibo certification information updated, Huawei terminal BG CEO changed to chairman, the first electric news, May 8, Yu Chengdong personal account Weibo authentication has changed, the latest “Huawei managing director, terminal BG chairman, smart car solution BU chairman”, cancelled Huawei terminal BG CEO certification, at the same time Huawei he Gang’s latest certification is “CEO of Huawei terminal BG”.
Up to now, in the management information of Huawei’s official website, Yu Chengdong’s job information has not been updated and is still “Managing Director, Terminal BG CEO, Chairman of Smart car solution BU, and Director of Smart Terminal and Smart car components IRB”.
Earlier, it was reported that Huawei issued internal personnel adjustment documents, announcing that Yu Chengdong would serve as chairman of the terminal BG, and he Gang, former chief operating officer of Huawei terminal BG, would take over as Huawei terminal BG CEO.
Huawei has a sound internal governance structure, and the normal management appointment will give Yu Chengdong more energy to create boutiques for consumers, according to people familiar with the matter.
Why the ▍ ideal car response reissued the list: due to the consistency of external communication, the first Electric Power reported on May 8 that earlier this year, the ideal car stopped releasing its sales list which was regularly updated every Tuesday.
This list has been motionless for almost a whole year since it was initiated last year and stopped this year.
As for why it stopped publishing, ideal did not give a reason.
But after a few weeks of suspension, ideal rereleased the sales list yesterday afternoon, and the data showed that among the new forces, ideal ranked first with 5300 cars beyond the question line.
So why republish the list? In the comment area, ideal steamThe car responded, saying: after the stop list, many users who buy cars in the store will ask about the ideal car sales of their front-line partners, which is an important basis for many users to make purchase decisions.
First-line partners need real data to explain to users.
In addition, during the period when we stopped issuing the list, there was all kinds of sales information in the market, which caused us to deal with a lot of related inquiries.
For the sake of consistency in external communication, we decided to resume the release of the sales list.
The 500,000 production car of ▍ will be officially off the line on May 9.
According to the news of the first Electric Power on May 8, we have learned from the official that the 500,000 production car of Lulai will be off the line on May 9.
According to previous news, a total of 15620 new cars were delivered in April, with a total of 495267 new cars delivered.
▍ Shen Ziyu stepped down as CEO of Meizu, and Su Jing took over.
On May 8th, the official website of Xinji Meizu Group released the latest news that Su Jing became CEO of Meizu in May 2024, while Shen Ziyu, the former chairman and CEO of Meizu, did not appear in the management team.
At the beginning of 2022, Su Jing co-founded the Star era as a co-founder and served as CFO, leading the acquisition of Meizu Technology in March 2023, and Meizu was founded.
Su Jing served as co-founder, executive director and chief financial officer, and completed Angel Wheel financing in June 2023.
▌ International, Chairman of ▍ BMW: if tariffs are imposed on Chinese electric vehicles, the European Union will soon shoot itself in the foot, Observer Network reported on May 8, the European Union waving a “tariff stick” on Chinese electric vehicles has aroused widespread concern.
Oliver Zipse, chairman of BMW Group, urged the European Union not to use tariffs on Chinese electric cars on May 8, local time, otherwise it would not only subvert the EU’s green agreement industry plan, but also hurt German carmakers that import Chinese-made cars, which can be called “lifting a stone and shooting it in the foot”.
Reuters reported that on the same day, BMW Group announced the first quarter of 2024 results.
Like German rivals Volkswagen and Mercedes-Benz, BMW relies heavily on revenue from its operations in China.
China is BMW’s second-largest market after Europe, accounting for nearly 32 per cent of sales in the first quarter.
▍ brain-computer interface company Neuralink plans to Link the real world, trying to control robotic arms and wheelchairs, IT Home, May 9, Musk’s brain-computer interface device company Neuralink published a blog post announcing the latest progress of its PRIME research.
It is estimated that about 180000 people in the United States are tetraplegic and about 18000 suffer from paralyzed spinal cord injury each year.
People with such paralysis often face problems such as reduced independence, social isolation and economic challenges because it is difficult to interact with the digital world.
As a result, Neuralink hopes to provide tetraplegic patients with a high-performance brain-computer interface so that they can better control their digital devices and unleash their personal and professional potential.
To achieve this goal, Neuralink welcomed Noland Arbaugh, the first participant in the PRIME research project, more than 100 days ago at the Barrow Neurological Institute in Phoenix, Arizona.
Noland received the Neuralink brain-computer implant (Link) here, and the operation was so successful that he went home the next day.
But a blog post by Neuralink on Wednesday showed that there was something wrong with Noland’s implant, resulting in a reduction in the amount of data captured from his brain.
Neuralink did not say why some electrode wires contracted unexpectedly.
▍ Musk satirized Apple’s huge R & D spending: maybe there are some secret products, Global Market News.
Apple released new iPad Air 6 and iPad Pro products on May 7.
Musk responded to a post from X user “Trung Phan”, which posted a screenshot comparing Apple’s $30 billion R & D spending in 2023 with a small improvement in the thickness of the new 11-inch iPad Pro.
Satirize that its huge R & D expenditure is out of proportion to its achievements.
Musk responded: “this is a lot of money, maybe they are developing some secret products?” This is not the first time Musk has commented on Apple’s R & D spending.
▍ exposed that Tesla Q1 purchased $2 million in lidar.
On May 7, local time, Luminar, a US lidar developer, disclosed that Tesla was its largest customer of Q1 sensor, accounting for more than 10% of the company’s total revenue of $21 million in the first quarter and is expected to exceed $2 million.
It is well known that Tesla is one of the few automakers in the world to adhere to the pure visual smart driving technology.
Tesla’s CEO, Elon Musk, has long been critical of lidar, saying that lidar is unnecessary for fully self-driving cars, even calling it “crutches”.
Tesla did not choose the lidar technology route, mainly because the lidar cost was too high before.
It is understood that the cost of an early lidar was as high as 600000 yuan.
With the rapid iteration of the technology of local lidar enterprises such as Wesai Technology, Suiteng Juchuang, Huawei and other local lidar enterprises, and the products have achieved large-scale mass production, the price of car-gauge-level lidar has dropped significantly, making it possible to get on board in batches.
Wesai Technology, Suiteng Juchuang and Huawei have become the leading companies in global sales of automotive lidar.
On the contrary, due to the slow intelligent progress of traditional international car companies and the abandonment of support by new forces such as Tesla, international lidar manufacturers have not developed satisfactorily in recent years, with general survival difficulties such as bankruptcy and restructuring.
Luminar recently announced that it will lay off 20% of its staff, which is part of the company’s restructuring plan this year.
In order to reverse the plight of survival, many international lidar manufacturers have even shifted their business focus to China, and even moved their headquarters to China.
In fact, although Tesla does not currently use lidar in his vehicle, previous news shows that Tesla’s new generation of fully autonomous driving scheme has reserved the lidar access interface.
▍ South Korea plans to develop a high-performance general-purpose self-driving chip with computing power up to 1000TOPS, IT Home reported on May 8, the Korean Ministry of Industry, Trade and Resources recently announced that it plans to develop a high-performance general-purpose self-driving chip with computing power up to 1000TOPS.
The South Korean government plans to transfer the current R & D subsidies for individual enterprises to the research of the industry’s common core technology, while spending more than 10% of the subsidies on innovative projects that are challenging and may face the risk of failure, the announcement said.
High sexThe universal autonomous driving chip is one of the 12 flagship R & D projects selected by the Korean Ministry of Industry, Trade and Resources and external experts.
At present, the computing power of autonomous driving chips of Korean companies is concentrated at a level of no more than 300TOPS, while the computing power of DRIVE Thor single chip announced by Nvidia in 2022 is as high as 2000TOPS, indicating that there is a certain gap between Korean companies and the world’s leading chip performance.
The South Korean government plans to develop a universal chip with a computing power of 1000TOPS for use in software-defined vehicles to achieve L4 autonomous driving.
丨 The U.S. Department of Commerce has revoked export licenses for Intel and Qualcomm to sell products to Huawei.
Reuters reported on May 7 that the United States has revoked licenses that allow Intel (INTC.
O) and Qualcomm to sell products to Huawei in China.
People familiar with the matter said some companies were notified on Tuesday that their licenses were being revoked, effective immediately.
The U.S. Department of Commerce confirmed earlier in the day that it had revoked some licenses, but did not disclose the specific company name.
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