▌ News, ▍ 29th week sales data list, zero run over Wei, ideal surpasses Tesla, July 23rd, 29th week (7.
1521) sales data list released.
The weekly sales of ideal cars are 10900, ranking first on the list of new forces in the Chinese market for 13 consecutive weeks, with weekly sales of 9300 vehicles in the second place, while zero running (4900) and Shenlan (3600) rank third to fifth.
It is worth noting that this is a zero run that surpasses Weilai for two consecutive weeks.
In terms of luxury list, Mercedes-Benz (13600) overtook BMW to become the first, BMW (13400) and Audi (12500) ranked second and third, respectively.
The ideal is the fourth, and the fifth is Tesla (10500).
With BBA successively announcing its withdrawal from the price war, the ranking of the luxury list is expected to change significantly.
In terms of the brand list of new energy, the first is BYD (66700), the second to the fifth is ideal, Tesla, Mengjie, and Wuling (7800).
This is the second time in the past three months that ideal has surpassed Tesla.
, 
, ▍ Tesla FSD v12.
5 began to push in the United States, fully switching end-to-end.
According to news from IT House on July 23, Tesla has now begun to push the latest FSD v12.
5 version (2024.20.10) to American EA test car owners (non-employees), such as Model Y models.
Although it has been rumored that FSD v12.
5 will be available to famous Cybertruck owners for the first time, no Cybertruck owners have publicly admitted to receiving tweets as of this press release.
Compared with 12.
4, the FSD v12.
5 parameter is increased by as much as 5 times.
The new version has cut the high-speed v11 technology stack to the v12 stack, that is, the high-speed, urban smart car has been fully switched to the end-to-end scheme.
In addition, Musk previously revealed that FSD v12.
5 will improve vision-based driving concentration monitoring, even if car owners wear sunglasses.
In other respects, the previously rumored functions such as new intelligent summoning and unmanned automatic parking have not yet landed.
▍ Radish Express responds to rumors of outage: automatic order cancellation and technical adjustment, Tencent News reported on July 23, Baidu Apollo’s self-driving travel service platform “radish run” responded to rumors of outage in Wuhan, Hefei and other places.
On July 16, it was reported that Wuhan turnip Express was suspended due to pressure due to low prices to seize the ride-hailing market, and that its listing in Hefei was urgently suspended by the local government in less than 10 days.
In this regard, Wuhan radish fast run artificial customer service responded that the platform is not outage, and is in normal operation.
However, if the waiting time for the call order is long, and the system detects that there are no idle vehicles near the boarding point, in order to avoid affecting travel, the order will be cancelled automatically.
In addition, Wuhan Transportation Administration also responded that radish fast running is still in the testing stage and has not yet been defined as an operating vehicle, so its operating status has not been directly affected by the policy level.
In Hefei, Baidu said the suspension was due to technological adjustments.
▍ University of Science and Technology of China developed a new type of sulphide solid electrolyte, which costs only 105 yuan per kilogram of raw materials.
According to the official of the Chinese Academy of Sciences, University of Science and Technology of China developed a new type of sulphide solid electrolyte for all-solid-state battery.
This material not only has the inherent advantages of sulphide solid electrolyte, but also is cheaper and more suitable for commercialization than other sulphide solid electrolytes.
It is reported that Professor Ma Ying of University of Science and Technology of China has developed a new sulfide solid-state electrolyte Li7P3S7.5O3.5 (LPSO) for all-solid-state batteries, and the relevant research results have been published in German Applied Chemistry.
The synthesis of this new material does not require expensive Li2S (no less than US $650 per kilogram), and the cost of raw materials per kilogram is only US $14.
42 (currently about RMB105), well below the commercialization threshold of $50 / kg for most solid electrolytes.
The all-solid-state flexible package battery composed of LPSO, silicon negative electrode and high nickel ternary positive electrode still has 89.
29% capacity retention after 200 cycles at 60 ℃.
▍ second-generation AION V officially launched with a number of parameters.
On July 23rd, GAC Ean second-generation AION V officially launched seven models with a price range of 12.
98-189800 yuan.
In addition to the novel styling design, the most important feature of the newly designed second generation AION V is the lightweight optimization of the whole vehicle.
The use of new designs and new materials has reduced the weight of the battery by 7%, the weight of the powertrain by 33%, the weight of the integrated temperature control structure by 48%, and the quality of the new car by no more than 1.
8 tons.
The second generation of AION V is equipped with Orin-x chip, high-threaded lidar, 5 millimeter wave radar and 11 vision cameras, which can provide intelligent driving assistance without relying on high-precision maps.
In addition, the smart driving scheme also introduces adaptive AI learning technology, which can update and optimize the driving path in real time, and provide a safer and smoother driving experience.
Owners of the second-generation AION V delivered before September 30 will enjoy a year of free charging and other benefits.
, 
, ▌ domestic, ▍ Lei Jun: Xiaomi SU7 Ultra mass production version will be available in the first half of next year, a little expensive, fast technology July 23 news, Lei Jun revealed in the live broadcast of the annual speech tonight, Xiaomi SU7 Ultra mass production version will be available in the first half of next year, the price will be a little expensive, but not particularly expensive.
It is reported that the production car will use the same chassis structure, motor and battery pack as the prototype, that is, the V8s+V8s+V6s three motor, with 1548 horsepower, and the magnetic tile will also be equipped with Kirin second-generation batteries.
It is reported that the zero acceleration of the Xiaomi SU7 Ultra prototype car, including the starting speed of only 1.
97 seconds, 0-200km/h only 5.
96 seconds, the highest speed can exceed the 350km/h.
It is worth mentioning that Xiaomi SU7 Ultra Prototype will officially launch a challenge to New North in October, hoping to set a new record for pure trams to challenge New North.
The extended range version of the ▍ Avita 12 will be available soon, with a 1.
5T extender / pure electric battery 201km.
According to news from Fast Technology on July 23, the Avita brand is about to launch an extended range version of its large sedan Avita 12, which is expected to be available in the fourth quarter of 2024.
It is reported that the new car has completed the declaration process of the Ministry of Industry and Information Technology, and will be equipped with the same 1.
5T engine as the Deep Blue G318 as a range extender, with a maximum power of 115kW and a pure electric mileage of 201km.
In terms of body size, the length, width and height of the new car are 5020, 1999 and 1460 (1450) mm respectively, with a wheelbase of 3020 mm, which is consistent with the pure electric version.
In the power systemOn the other hand, in addition to the 1.
5T extender, the maximum power of the Avita 12 extended range drive motor is 231kW.
▍ ‘s new BMW i3 is expected to launch in September and will be equipped with Yiwei lithium battery, according to the Securities Times.
BMW i3 is expected to launch in September, with adjustments in headlights, steering wheel and other details, according to a sales staff at BMW 4S store in Beijing.
In addition, the salesperson revealed that the new i3 will be equipped with ternary lithium batteries produced by Yiwei lithium.
▍ polar krypton MIX new official map released, expected to be available this year, fast technology July 23 news, polar krypton official blog released pictures reveal the new design of polar krypton MIX, the new car is expected to go on sale in the second half of this year.
It is reported that the polar krypton MIX is based on Geely’s SEA vastness-M architecture, its appearance design is smooth and plump, the front face is equipped with penetrating light group and black surround, and provides lidar to support high-order intelligent driving assistance.
Compared with the previous version, the new car uses a semi-hidden door handle, adding a stylish element.
The polar krypton MIX has a body size of 4688, 1995, 1755mm and a wheelbase of 3008 mm.
The new car is equipped with a power battery of 77 kilowatt hours, and according to different configurations, the pure electric mileage of the Ministry of Industry and Information Technology can reach 550 km and 556 km.
, ▍ BYD stores responded to the suspension of production of 24 seagull models.
Recently, the news of the suspension of 24 seagull models has aroused widespread concern.
According to several sources, the last batch of BYD’s 24 seagulls will be discontinued after production, and the subsequent models will be upgraded with new electric chairs and 360 stereos.
After the change, the price of the new model will rise.
BYD has not responded to this for the moment.
However, BYD 4S store staff responded: “it is true that 24 models will not be produced, because there will be 25 new cars.
” The person pointed out that “after the sale of 24 inventory cars, consumers want to get personalized customized 24 models, will not be able to reproduce.
” Earlier, according to Di Fan House, a dealer in BYD Automotive Ocean Network revealed that the 2025 seagulls will go on sale on August 8.
The power of the new car has not changed, it is still equipped with a single front motor, with a maximum power of 55 kilowatts and a peak torque of 135Nm.
Pure electric battery life still provides both 305km and 405km versions.
▍ Weilai released Enterprise value system 3.
0, putting technology and experience leadership into its vision.
Li Bin, founder and chairman of Weilai and CEO, held a face-to-face meeting in Weilai on July 19, according to Sina Science and Technology.
At this meeting, he explained in detail the underlying logic behind the vision mission of this iteration.
Weilai value system 3.
0 iterates the mission and vision of the enterprise, which makes it clear that the corporate mission is “Blue Sky Coming to create a sustainable and better future”, and the corporate vision is to “become a leading user enterprise in technology and experience”.
With regard to this upgrade, Li Bin said at the internal meeting that the outside world’s perception of our innovation is mainly in the areas of service and community, but we often ignore our efforts in technological innovation.
In fact, we know more and more clearly that Weilai is a company that relies on technological innovation to drive products, services and communities, so this is more clearly reflected in the new value system.
▍ Zhang Yong: we did not consider doing MPV with the lead.
Zhang Yong, CEO of Nashi car, said on his personal Weibo on July 23: “We have not considered doing MPV with the trend, and we will not make a skin-peeling and flatten / elongated products.
” In fact, Zhang Yong said as early as during the Shanghai Auto Show in 2023 that he would not build a MPV and would not spend money on building a supplementary energy system.
In the past June, Naha delivered 10206 vehicles in its entire department.
In overseas markets, Naha sold a total of 17687 cars at sea from January to June, an increase of 154% over the same period last year, ranking first among new power car companies.
In terms of new cars, Nezha S hunting car will be officially launched in August and will be delivered in large quantities in September.
▍ Zhou Hongyi: new energy vehicles will enter the self-driving ride-hailing market in the future.
Zhou Hongyi shared his views on new energy vehicles and the self-driving ride-hailing industry on his personal account.
He believes that in the future, automobile enterprises should not only be responsible for manufacturing and selling cars, but also have the ability to provide unmanned ride-hailing operation services.
He came up with the controversial idea of suggesting that Baidu sell driverless ride-hailing to taxi drivers, an idea that originated with Musk.
If Tesla achieves this concept, it will pose a huge challenge to other carmakers, forcing them to launch their own driverless ride-hailing services and set up operations centers.
This could erode the market share of companies such as Didi and Uber, as car companies need to boost their vehicle sales in this way.
Faced with such a prospect, we need to think carefully and find a balanced solution that can promote technological innovation while ensuring the stability of the job market and the income level of drivers, Mr Zhou said.
▍ invested more than 64 billion yuan in solid-state battery projects in the first seven months of this year, and the new planned production capacity exceeded 140GWh.
According to the incomplete carding of Lithium Power, the new capacity of solid-state batteries has exceeded 142GWh in the first seven months of this year, of which only about 1GWh is the new landing capacity.
Respectively from the 0.
5GWh/ annual oxide semi-solid battery production line of Huineng Technology (has been put into production) and the 0.
5GWh/ annual polymer semi-solid battery production line of leading new energy (mass production) The rest is mainly planned production capacity.
Most of the following 10GWh projects, the highest capacity planning from Hunan Jiusen Angao, plans to achieve a total of 30GWh solid-state battery capacity in three phases.
The 30 projects related to the above production capacity involve a total investment of more than 64.
4 billion yuan, and the number of 10 billion yuan projects is one.
In terms of status, 13 projects have been signed, 7 projects have started, and 2 projects have started bidding.
The second ▍ Power Battery quality and Safety Conference will be held in Shenzhen from September 19 to 20.
According to Guangzhou Daily, the 2024 second Power Battery quality and Safety Conference will be held in Beijing on July 22.
The person in charge of the launch meeting announced that the conference will be held in Shenzhen, Guangdong Province, from September 19 to 20, 2024, with the theme of “quality and Safety of Power Battery Industry in Mathematical Intelligence era”.
At the launch meeting, the relevant person in charge of the organizing committee of the conference said that the purpose of the power battery quality and safety conference is to build a platform for exchange, cooperation, innovation and co-governance of the power battery industry, and to gather relevant orders of the industry.
Discuss and promote the relevant evaluation standards of power battery quality and safety, standardize and guide power battery quality evaluation activities, promote the formation of quality and safety co-governance of power battery industry, and constantly enhance the innovation and development strength of power battery enterprises.
The conference is rich in content, including academician’s report, keynote speech, technical report, enterprise visit and so on.
The lecture covers advanced forward-looking technology of power battery, improvement of power battery quality and power battery safety.
▌ International ▍ General Motors posted a sharp increase in second-quarter profits.
On July 23rd General Motors reported second-quarter net sales and revenue of $47.
97 billion and an estimate of $45.
62 billion.
Adjusted earnings per share for the second quarter were $3.
06, compared with an estimated $2.71. GM expects full-year adjusted earnings per share of $9.
50 to $10.
50, compared with a previous estimate of $9 to $10.
GM expects an adjusted EBIT of $13 billion to $15 billion for the full year.
GM expects full-year net profit of $10 billion to $11.
4 billion.
GM’s stronger-than-expected results came mainly from its US operations, where demand for pickups and SUV, coupled with slowing sales growth of electric vehicles, enabled GM to maximise profits and cash flow.
The company’s chief executive said record revenues for the quarter and first half of the year “paved the way for us to raise our expectations for full-year earnings, free cash flow and earnings per share.
” However, the company said it would postpone the Buick electric car originally planned for 2024 and will delay the opening of the electric pickup factory by six months to 2026.
▍ Tesla’s second-quarter revenue was higher than expected, but earnings fell short of expectations.
Tesla’s second-quarter revenue was $25.
5 billion, compared with $24.
93 billion in the same period last year, and analysts expected $24.
63 billion.
Adjusted earnings per share in the second quarter were 52 cents, down from 91 cents in the same period last year.
Second quarter operating profit of $1.
61 billion, analysts expect $1.
81 billion.
second quarter gross profit 18%, analysts expect 17.4%. second quarter free cash flow $1.
34 billion, analysts expect $1.
92 billion.
sales growth rate is still expected to slow significantly in 2024.
production is expected to increase month-on-quarter in the third quarter.
southern Texas super factory expansion project is nearing completion The electric semi-trailer Semi plant is on the right track to start production by the end of 2025.
the production of the electric pickup truck Cybertruck is on the right track at the end of 2024.
the new model is on the right track when it was put into production in the first half of 2025.
and Robotaxi will continue the “unpacking” (unboxed) manufacturing method.
▍ Hyundai Motor built the first electric vehicle charging alliance in Indonesia, and Hyundai Motor partnered with six private charging operators to form the electric vehicle charging alliance in Indonesia on July 23rd.
Hyundai became the first company in Indonesia to launch a roaming program that allows users to use charging facilities from different operators through an application.
Hyundai’s move aims to promote the popularity of electric vehicles in Indonesia, improve the efficiency of charging facilities, and provide consumers with convenient charging services.
Through this cooperation, Hyundai is expected to enhance its competitiveness in the Indonesian market and expand its influence in the Southeast Asian market.
▍ French auto parts supplier: many automakers are restarting fuel car development plans.
French auto parts supplier OPmobility said that many automakers are restarting their plans for internal combustion engine vehicles because of lower-than-expected demand for electric vehicles and buyers delaying buying electric cars because of regulatory uncertainty and high prices.
Laurent Favre, the company’s chief executive, said the number of electric vehicles produced by US, German and French manufacturers was 40 to 45 per cent lower than originally expected, “which means that our customers and our own capacity need to be constantly adjusted.
We are adjusting the way we work with our customers.
” The transformation of electric cars in Europe has been stumbling because of high prices and the elimination of subsidies by some governments.
The setback prompted companies such as Mercedes-Benz to delay sales targets for electric vehicles, while battery makers are re-evaluating projects.
Stellantis has stopped production of electric cars at its Mirafiori plant near Turin, and Volkswagen this month launched a process that could close a plant in Belgium that makes Audi Q8 e-tron electric cars.
Valeo, another French car supplier, is looking for buyers for two factories.
Mr Biot reiterated his full-year target on Tuesday, although the Favre said he remained “cautious” about the outlook for the rest of the year.
“there is still a lot of uncertainty about trading volume and market development,” he said.
“the shift to electricity is imposed by regulators, not from consumer demand.
” ▍ Alphabet will invest $5 billion in its self-driving car company Waymo, according to Interface News.
Ruth Porat, Alphabet’s chief financial officer, said on July 24 that the company would invest an additional $5 billion in its self-driving car company, Waymo.
“the new round of financing will enable Waymo to continue to build the world’s leading self-driving company,” Porat, the outgoing treasurer, said on the company’s earnings call on Tuesday, adding that Waymo was an “important example” of Alphabet’s long-term investment, more information on the “multi-year” investment will be announced in the company’s quarterly documents expected on Wednesday.
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