▌ news, ▍ is about to break through 100000 units, BYD Qin L and Seal 06 are setting off an order frenzy, the first Electric on June 11 news, “car fans” Sun Shaojun confirmed to the first Electric, BYD Qin L+ Seal 06 cumulative new orders have exceeded 80, 000, and the order volume of the two models is expected to exceed 100000 on June 17.
On June 10, Li Yunfei, general manager of BYD’s public relations department, said that the orders for Qin L and Seal 06 were too large to release the data for fear of causing shock to the industry.
This remark aroused widespread concern.
On June 11, the first electric visit offline store learned that at present, it takes about 15 days for Qin L 120 to be ordered, Qin L 80 for nearly a month, and Seal 06 for two months.
The salesperson pointed out that the short pick-up cycle of Qin L was due to the fact that its order volume was much higher than that of Seal 06, so it concentrated its production capacity to Qin L.
And replied to the rumor that the cumulative order of Qin L and Seal 06 “has reached 250000”: it is not so exaggerated.
Sun Shaojun predicts that the steady-state monthly sales of these two models will reach 60, 000 to 70, 000 units, far higher than the 40-50, 000 units previously estimated by the first Electric.
In May, the domestic retail penetration rate of ▍ new energy vehicles was 47%, and the share of new power continued to increase rapidly to 16.3%. According to the news of IT House on June 11, Chenglian Branch released the latest analysis of the national passenger car market in May.
Retail sales in the national passenger car market in May were 1.
71 million, down 1.
9% from a year earlier and up 11.
4% from a month earlier.
Retail sales totaled 8.
073 million vehicles so far this year, an increase of 5.
7% over the same period last year.
In May, the production of new energy passenger vehicles reached 881000, an increase of 31.
0% over the same period last year and 9.
9% month-on-month.
Retail sales of new energy vehicles in May were 804000, up 38.
5% from the same period last year and 18.
7% from the previous month.
According to retail data, the domestic retail penetration rate of new energy vehicles in May was 47.
0%, up 14 percentage points from 33% in the same period last year.
In May, the penetration rates of new energy vehicles in independent brands, luxury cars and mainstream joint venture brands were 71.
2%, 28.
4% and 7.
5%, respectively.
In terms of monthly domestic retail share, the retail share of mainstream independent brands of new energy vehicles in May was 71%, down 2.
1% from the same period last year.
the share of joint venture brand new energy vehicles was 4.
5%, down 0.
1% from the same period last year.
and the share of new power was 16.3%. Brands such as Xiaomi Automobile increased the share of new power by 3.
5% year-on-year.
Tesla’s share was 6.
4%, down 0.
5% from the same period last year.
The official map of the first model of the ▍ MONA series, the Xiaopeng M03, was officially released.
On June 11, the official map of the first product of the Xiaopeng MONA series was released and named Xiaopeng M03.
The new car locates the first AI smart car for young people, and enters the global auto market of 100,000-150,000.
The official said that the Xiaopeng M03, as the first product of the Xiaopeng MONA series, will carry Xiaopeng’s smart driving technology and compete in the 100-150,000-class global auto market, with a range of more than 500km.
It is worth mentioning that the car will also be sold to online ride-hailing and other operating vehicles.
, ▍ to avoid tariff impact: it is exposed that Volvo EX30 and EX90 models will be moved from China to Belgium.
According to the Times, Volvo plans to transfer production of EX30 and EX90 SUV electric vehicles from China to Belgium in response to EU measures to impose tariffs on imported electric cars from China.
Currently, EX30 is produced at the Geely plant in Zhangjiakou, while EX90 is produced at Volvo’s Daqing plant.
For the US market, production at EX90’s plant in Charleston, South Carolina is not affected by tariff issues, but the future of EX30 is unclear.
Previously, the United States has raised tariffs on Chinese-made electric vehicles from 27% to 100%, while the European Commission is also conducting countervailing investigations on Chinese-made electric vehicles.
However, the European auto industry disagrees on the tariff, with BMW, Mercedes-Benz and Volkswagen all warning of imposing tariffs.
▍ Ministry of Foreign Affairs: if the European side insists on having its own way, China will never sit idly by.
According to CCTV News on June 11, Foreign Ministry spokesman Lin Jian held a regular meeting on the 11th.
Some people ask questions about the countervailing investigation launched by the European Union against Chinese electric vehicles.
Lin Jian said that China has repeatedly stated its position on the EU countervailing investigation against Chinese electric vehicles, which is essentially trade protectionism.
There are many unreasonable and irregular practices in the investigation by the European side, and the alleged “Chinese subsidy program” is simply untenable.
China urges the European side to stop the investigation as soon as possible to avoid harming China-EU economic and trade cooperation and the stability of the industrial chain supply chain.
If the European side insists on having its own way, China will never sit idly by and will take all necessary measures to resolutely safeguard its legitimate rights and interests.
Last September, Reuters reported that European Commission President Ursula von der Lane announced that the European Commission had launched a countervailing investigation into electric vehicles imported from China.
“the global market is now flooded with cheaper Chinese electric cars,” she said.
And huge state subsidies have artificially depressed their prices, which is distorting our market.
” The collective counterfeiting of ▍ Japanese cars seriously hit the Japanese economy: the industry lost more than 10 billion yuan due to the suspension of production and sales.
Japan’s Ministry of Land and Transport recently reported that 38 models of Toyota, Mazda, Yamaha engine, Honda and Suzuki were fraudulent in the process of applying for certification for mass production.
As mass production certification is related to vehicle safety, shipments of six in-production models from Toyota, Mazda and Yamaha engines have been suspended before they are confirmed to meet safety standards.
It is reported that due to the long and wide supply chain involved in automobile production, many counterfeiting companies are involved, and the economy of Japan’s automobile industry may be badly hit after the suspension of production and sales.
Some Japanese industry experts estimated the economic loss of this certification fraud, if we refer to the sales volume of six problematic models in the last fiscal year, that is, about 120000 of Toyota’s three problematic models, about 18000 of Mazda’s two models, and about 2.
5 million of Yamaha engine motorcycles YZF-R1.
Then the sales of the auto company certification fraud will lose 98.
37 billion yen.
according to the 2015 industrial correlation table released by the Ministry of economy, Trade and Industry, the total output value, including related industries, will be reduced by 244.
17 billion yen (about 11.
2 billion yuan).
In addition, after investigation by the Ministry of Transport of Japan, it was found that Toyota, as the leading company in Japanese cars, was found to have six cases of certification violations.
It violates only Japanese national standards, as well as United Nations standards, including those adopted in Europe.
Japan and the United Nations have the same standards for passenger cars, so the same violations are likely to prevent mass production in Europe and elsewhere, and Toyota’s subsequent losses are likely to expand further.
In ▌, the Ministry of Industry and Information Technology of ▍ and the Energy Bureau openly solicited opinions on the mandatory national standard of “Safety requirements for Electric vehicle conduction charging system”.
According to the Financial Associated Press on June 11, the first Department of equipment Industry of the Ministry of Industry and Information Technology and the Science and Technology Department of the State Energy Administration organized the formulation of the mandatory national standard of “Safety requirements for Electric vehicle conduction charging system”, which has formed a draft for soliciting opinions from all walks of life.
The draft is suitable for AC charging system and DC charging system of electric vehicles, the rated voltage on the power grid side does not exceed 1000 V AC or 1500 V DC, and the rated maximum voltage on the electric vehicle side does not exceed 1000 V AC or 1500 V DC.
is also suitable for the safety requirements of charging in the charging and discharge system of electric vehicles.
▍ polar krypton 2024 first quarter revenue of 14.
737 billion yuan, gross profit margin of 11.
8%, Sanyan technology June 11 news, polar krypton car today released the first quarter of 2024 results.
According to the financial report, the company’s revenue in the first quarter was 14.
737 billion yuan, an increase of 71 percent over the same period last year.
Of this total, vehicle sales revenue was 8.
174 billion yuan, up 73 percent over the same period last year, and vehicle gross profit margin was 14 percent, up 3.
9 percent over the same period last year.
In the first quarter of this year, the net loss of polar krypton was 2.
0221 billion yuan, down 18.
0% from the same period last year, 29.
3% from the previous month, and 31.
2% from the previous month.
Excluding stock option compensation fees, the adjusted net loss (non-GAAP) in the first quarter of 2024 was 2.
0194 billion yuan, down 17.
0% from a year earlier and 30.
4% from a month earlier.
The gross profit was 1.
7394 billion yuan, up 154.
9% from the same period last year, down 25.
3% from the previous month, and the gross profit margin was 11.8%. ▍ ideal car: there were 10 new supercharging stations last week, and there are already 438 ideal supercharging stations nationwide, according to the financial community.
June 11, ideal car announced that as of the 23rd week of 2024 (June 3 to June 9), the company has added 10 new ideal supercharging stations into operation.
At present, there are 438 ideal overcharging stations nationwide.
Ideal car plans to achieve more than 90% coverage in the core urban areas of first -, second-and third-tier cities by 2024, while the mileage coverage of national high-speed trunk lines will also exceed 70%.
The global terminal sales of ▍ passenger cars exceeded 62000 in May and 355000 from January to May.
According to the news from June 11, 2024, the global terminal sales of SAIC dual-brand passenger cars exceeded 62000.
from January to May, SAIC’s global cumulative terminal sales of dual-brand passenger cars exceeded 355000, an increase of more than 19% over the same period last year.
▍ Tencent car officially landed in Hong Kong Tencent D9 intended to sell for HK $668000.
According to the news on June 11, Tencent Automobile officially announced its official landing in Hong Kong.
With an intended price of HK $668000, the first Hong Kong flagship store is located in the Kowloon Bay Automobile Mall.
▍ focuses on the high-end market: polar Krypton announced the establishment of brilliant Division, Quick Technology on June 11, 2008.
Polar Krypton recently announced the establishment of brilliant Division, dedicated to providing new energy, intelligent and safe travel solutions to high-end consumers in the Chinese market.
As the first model in the brilliant series, the polar krypton 009 brilliant version went on sale on April 19 at a price of 789000 yuan Brilliant Division will be responsible for strategic operation, circle marketing, sales and user operation of the product line to ensure high quality delivery and after-sales service.
Yu Chengdong, managing director of Huawei, chairman of terminal BG and chairman of smart car solution BU, released Hongmeng Zhixing’s first sedan SUV on social media, according to the official picture of Hongmeng Zhixing’s first sedan SUV.
The car is based on Huawei and Chery, and the R comes from Revolution, which stands for breakthrough and subversion.
The Wisdom R7 uses a new sedan SUV design, and according to previously disclosed information, the new car is expected to be priced at 300000-400000 yuan.
Previously, the car also exposed the road attempt, from the exposure of the interior, we can see that the new car interior uses the same style as the Wisdom S7, and the overall design of the embracing yacht cockpit is relatively simple. 12.3-inch dashboard with olive sports steering wheel to further enhance the driver’s field of vision, large central control screen full of science and technology.
In terms of configuration, the new car will be equipped with Huawei’s latest ADS 3.
0 smart driving system and high-precision 4D millimeter wave radar.
And equipped with a new generation of Hongmeng cockpit.
In terms of power, specific information has not yet been released.
According to the Wisdom S7, the new car will be equipped with the same 800V sic high-voltage platform as the Wisdom S7.
▍ BYD Li Yunfei: last year, BYD recruited more than 1000 people in Tsinghua University, and the market volume is basically volume technology.
Huitong Finance, June 11, recently, at the 2024 China Automobile Chongqing Forum, BYD Brand and Public Relations General Manager Li Yunfei revealed that BYD recruited more than 1000 people at Tsinghua and Peking University last year, ranking first among Chinese auto companies.
More than 100,000 engineers, the first car company in the world, have created a platform for young people and engineers to realize their dreams, as well as a powerful technical fish pond for the company.
As for the inner volume of the automobile market, Li Yunfei said that the market volume is fundamentally volume technology, which requires strong R & D strength as backing, a subversive experience to satisfy users, and a good price to benefit consumers in order to win the market in the end.
▍ BYD Song L DM-i Automotive Officer Xuan, slogan “here comes the Big Song”.
According to the news of Zhi Dian on June 11, Lu Tianguan, general manager of the sales department of BYD Dynasty, BYD will launch the new Song L DM-i model with the slogan “here comes the Big Song”.
As can be seen from the official poster, the car is a SUV model with through rear lights, and the DM-i name means it is a plug-in hybrid.
A set of camouflaged real car pictures of BYD Song L DM-i were exposed online yesterday, and the car is expected to use BYD’s fifth-generation DM hybrid technology, which will be sold by Dynasty after its future launch.
Dealers say Song L DM-i has a good chance of going public in August.
Referring to the price difference between Song PLUS plug-in mixed version and pure electric version is 20, 000 yuan, it is estimated that the starting price of Song L DM-i will be around 169800 yuan.
The salesman said that in some areas, the pure electric version of Song L can enjoy a discount of 20, 000 yuan (including regional subsidies), with a starting price of 169800 yuan, and a subsidy of 8000 yuan for the replacement of used cars.
▌ International, ▍ due to lower-than-expected demand, General Motors cut its 2024 electric vehicle sales forecast, according to the CNBC of the United States reported on June 12, due to the United States electric vehiclesThe popularity has been slower than expected, and GM will cut its forecast sales and production of all-electric vehicles this year.
Paul Jacobson, GM’s chief financial officer, said the company now expects to produce between 200000 and 250000 all-electric vehicles this year, down from 200000 to 300000 previously announced.
The company recently said it would produce according to demand, which is growing at a slower-than-expected rate.
General motors expects electric cars to account for 8% of u.s. auto industry sales this year, Jacobson said.
That is below the forecasts of many other auto analysts, who expect electric vehicles to account for about 10 per cent of industry sales by 2024.
GM expects its electric vehicles to be profitable on the basis of producing or contributing profits once production reaches 200000.
He said the milestone is still expected to be achieved in the fourth quarter of this year.
Jacobson said GM’s sales of all-electric vehicles remained negligible in the first quarter, with total sales of 16425 vehicles, accounting for 2.
8 per cent of the carmaker’s total sales in the quarter.
▍ Germany produced 1.
2 million electric vehicles last year, according to Xinhua News Agency.
Germany produced 1.
27 million electric vehicles in 2023, the largest number of electric vehicles in Europe, according to figures released by the German Association of Automobile Manufacturers on June 10.
Of these, 955000 are pure electric vehicles and the rest are hybrid vehicles.
The German Association of Automobile Manufacturers said in a statement on the same day that German electric vehicle production ranked second in the world last year, and it is expected that German electric vehicle production will continue to rise this year.
The figures also show that Germany produced about 4.
1 million passenger cars last year, of which about 3/4 were exported, with a total export value of 164 billion euros.
Stefan Di Bitonto, an automobile expert from the German Federal Agency for Foreign Trade and Investment, said that Germany has nearly 1/3 of the world’s electric vehicle patents and nearly 800000 employees in the automobile industry.
▍ Hon Hai aims at EV contract manufacturing and seeks cooperation with Japanese car companies, mobile phone China June 11, electronic manufacturing giant Hon Hai Precision Industries announced at its recent 50th anniversary shareholders’ meeting that it will actively enter the field of pure electric vehicles (EV) and seek to establish a cooperative relationship with traditional Japanese automakers.
Hon Hai will take advantage of the contract manufacturing model developed in the process of producing iPhone for Apple in the United States.
Provide EV contract manufacturing services for Japanese car companies.
Liu Yangwei, chairman of Hon Hai, said at the shareholders’ meeting that Hon Hai is planning to carry out in-depth cooperation with two well-known Japanese automakers in the vehicle sector to provide partners with high-quality EV products through its advanced manufacturing technology.
The move is aimed at boosting Hon Hai’s position in the electric car market and helping the company improve its profit margins and achieve renewed business growth.
▍ Apple AI only supports two iPhone.
According to the news of June 11, Apple officially announced the update of iOS 18 system at the WWDC24 developer conference, and also AI the big model: Apple Intelligence, Chinese name: Apple Intelligence.
Apple intelligence will be available on the iPhone 15 Pro series, the iPad and Mac with M1, and subsequent models, Apple said.
This is because Apple intelligence requires strong end-to-side processing power, and A17 Pro or M-series full-system SoC is required to run.
Apple’s new AI technology will support only iPhone 15 Pro and iPhone 15 Pro Max models, M1 chip and above models on iPad, and M1 chip and above models on Mac and iMac.
Which also means that if you want to use Apple intelligence, you have to replace the iPhone 15 Pro series or the iPhone 16 series, which was updated in September.
In addition, touch payment is supported in iOS18’s upgraded wallet, allowing users to quickly complete transfer transactions through Apple.
pay (Tap.to.Cash). At the same time, the bill cards in the wallet have also been updated to make them more beautiful and integrate intelligent recommendations associated with commonly used APP.
▍ is priced at $27000.
The design of Volkswagen ID.
2 electric vehicle has been completed and will be unveiled at the end of the year.
According to news from IT House on June 11, Volkswagen announced that the design of its $27000 (about 196000 yuan) entry-level ID.
2 electric vehicle has been completed.
Volkswagen plans to show this new economical electric vehicle before the end of the year.
And make sure it is “better than a concept car”. ID.2 is also expected to launch a GTI version, which is expected to be available in 2026, and the sports electric car is likely to draw on the design of the ID.
GTI concept car released last year.
By 2027, Volkswagen plans to launch 10 new electric vehicles, including ID.2, ID.3, ID.4, ID.5, ID.6, ID.7 and ID. Buzz. In addition, Volkswagen will launch a more affordable ID.
1 model, which is expected to start at about 20, 000 euros (currently about 156000 yuan).
▍ Tesla Autopilot Advertising has been charged with fraud: Autopilot cannot be called autopilot, according to a California judge today dismissed Tesla’s attempt to drop false advertising charges against her autopilot technology, the case will enter the formal trial stage.
In 2021, the California Motor vehicle Administration (DMV) began investigating Tesla for allegedly publishing misleading self-driving advertisements.
The investigation found that there was a discrepancy between Tesla’s claims and the materials he submitted to DMV.
In 2022, DMV formally questioned Tesla to respond to allegations of exaggerating the capabilities of his system.
Tesla argued that they had been allowed to promote autopilot for a long time, so they should be able to continue to do so.
however, the court clearly disagreed and ruled that the case would go to court.
In addition, this is also Tesla’s second case of fraud in an autopilot advertisement this month.
▍ Yandex open source LLM training tool, saving up to 20% of GPU resources.
36 Krypton learned on June 11 that Moscow multinational technology company Yandex recently launched YaFSDP, an open source method for training large language models (LLM).
YaFSDP is currently the most effective publicly available tool to enhance GPU communications and reduce memory usage in LLM training.
Compared with FSDP, the training speed can be increased by up to 26%, depending on the architecture and the number of parameters.
Reducing LLM training time by using YaFSDP can save up to 20% of GPU resources.
▍ TSMC 3 nm series process capacity has been carved up by the four giants, and orders are scheduled for 2026, according to the Economic Daily.
It is reported that four companies, Apple, Qualcomm, Nvidia and AMD, have carved up TSMC’s 3nm series of process capacity, causing other manufacturers to queue up for bids, with related orders waiting all the way up to 2026.
TSMC’s 3nm processes include N3, N3E, N3P, N3X and N3A.
TSMC began mass production of N3E process in the fourth quarter of last year, mainly for AI acceleration cards, high-end smartphones, etc.
TSMC plans to mass produce N3P in the second half of this year and is expected to be widely used in mobile phones, consumer products, base stations and other products in 2026.
N3X and N3A are customized for high-speed computing and automotive customers.
The industry believes that as customers scramble to book production capacity, TSMC’s 3nm series capacity will continue to be tight and will become the norm in the past two years, and the relevant orders have not yet included the entrustment demand of Intel Central processing Unit (CPU).
Previously, TSMC plans to build seven new plants in 2024, and this year’s 3nm capacity will be four times that of last year, but it may still not be able to meet market demand.
▍ OpenAI announced its new chief financial officer and chief product officer and reached a partnership with Apple.
According to Zhitong Finance on June 11, OpenAI announced today that it has hired two senior executives and reached a partnership agreement with AAPL.
US (AAPL), including the integration of ChatGPT and Siri.
Sarah Friar, the former chief executive of Nextdoor and the chief financial officer of Square, will be the chief financial officer, the company said.
Friar also co-chairs the Stanford Digital economy Lab.
OpenAI wrote in a blog post, “she will lead a financial team to ensure that we can scale to meet the growing needs of our customers and the complex and global environment we live in by providing continuous investment in our core research capabilities.
” OpenAI also hired Kevin Weil as its new chief product officer.
Weil was a former president of Planet Labs, a senior vice president of Twitter and vice presidents of Facebook and Instagram.
Weil’s product team will focus on “applying our research to products and services that benefit consumers, developers and businesses,” the company said.
On Monday, OpenAI also announced a new partnership agreement with Apple to integrate ChatGPT in iOS, iPadOS and macOS updates later this year.
OpenAI said in another blog post that this integration gives users access to ChatGPT functions such as image and document understanding, as well as text generation and image creation, which will be integrated into Apple’s writing tools.
“Siri can also use ChatGPT when needed, and Apple users will be prompted before any question, document or photo is sent to ChatGPT, and Siri will then give a direct answer.
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