▌ News, ▍ 20th week New Power sales list: ideal, question, and Weilai are in the top three.
On May 21, ideal car released its 20th week new power sales list.
Ideal car sales of 7800 vehicles a week won the first place of New Power again.
With the launch of the L6, sales of ideal cars are picking up and are expected to exceed 30,000 units this month.
The second place is QQ, with sales of 6600 vehicles a week, which has declined recently, on the one hand, because the new M5 just started mass delivery last week, and on the other hand, because the new M7 has just started pre-sale, there are still 10 days to go on sale, it can be said that it all depends on an M9 to support, such achievements are actually quite eye-catching.
In addition to the ideal and the question, the most surprising thing is Weilai, with weekly sales of 4400 vehicles, climbing to the third place.
The reason why it can quickly increase the volume is closely related to the construction of supporting facilities for the power station, and the adjustment of the BaaS program a few days ago, so that consumers who like Weilai can buy new cars at a very affordable price.
In fourth place was polar krypton, which sold 3900 cars a week.
Together with Weilai, it became a pure electric duo.
The fifth place is zero-running cars, with 3600 cars a week.
Recently, zero-running has signed a new joint venture with the world’s fourth largest automobile group, zero-running international, which will rely on Stellantis channels to sell around the world, opening up a new model.
The sixth to tenth places were Xiaopeng (2000), Xiaomi (2000), Tengli (2000), Deep Blue (1900) and Polar Fox (1300).
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, , , ▍ big model price war broke out yesterday, Sina science and technology news, after the volcano engine set off a big model “price war”, Aliyun announced “break through” the global big model floor price, Baidu immediately announced that Wenxin big model two main models ERNIE Speed, ERNIE Lite comprehensive free, the big model price war once again pulled to a new height.
On May 21st, after the byte jump announced the price reduction of the big bean bag model, Aliyun officially announced that the input price of Qwen-Long,API, the main model of Tongyi Qianqian GPT-4, was reduced from 0.
02 yuan / thousand tokens to 0.
0005 yuan / thousand tokens, a drop of 97 percent.
The domestic AI model giant has kicked off the price war.
After the comparison of Sina Science and Technology, it is found that after this price reduction, the price of Tongyi Qianwen is 0.
0005 yuan / thousand tokens, while the price of the previous bean bag model is 0.
0008 yuan / thousand tokens.
This means that the price of Tongyi Qianwen is cheaper than the big bean bag model under the same number of tokens.
Subsequently, the two main models of Baidu Wenxin model, ENIRE Speed and ENIRE Lite, announced that they were completely free, effective immediately.
As Internet leading companies have launched a “price war” on AI models, Jia Yangqing, founder of Lepton AI and former vice president of Alibaba, posted his views on moments: “from the point of view of the entire AI industry, I would like to say that price reduction is a simple strategy that can be done with a pat on the head, but the real To B business success is more difficult.
” To quote CIO, a first-class international consulting firm, ‘when enterprises use AI today, they are not cost-driven.
‘ today, it is not that API is expensive and nobody uses it, but because enterprises have to figure out exactly how to use it to generate business value, otherwise, no matter how cheap it is, it will be a waste, and today’s implementation of this layer is missing.
” ▍ ideal car fell nearly 20% after its performance, while Citigroup lowered its sales forecast for the next three years.
According to first Financial News, after it became the first “new car-building force” to make a profit in 2023, ideal Automobile reported an operating loss in the first quarter.
The delivery guidelines for the second quarter were only slightly more than 100000, which fell short of market expectations.
Hong Kong shares of ideal Automobile plunged 19.
22% in the morning of May 21, closing at HK $80.
70 at noon.
Meituan CEO and non-executive director Wang Xing, Chief Financial Officer Li tie, President Ma Donghui and other members of the management team all cashed out the ideal car at the high point.
at some point, the reduction is even twice the current share price.
In addition, according to Sina financial news, Citigroup released a research report saying that the ideal car “buy” rating was maintained, and the target price was lowered from HK $167.
6 to HK $113.8. According to the report, the updated assessment of ideal cars will lower the net profit forecast for the three-year period from 2024 to 2026 by 38% to 51% to 6.
7 billion yuan, 7.
7 billion yuan and 12.
1 billion yuan respectively, and it is believed that the market headwind will continue into next year.
However, the company’s customer penetration, cash flow and cash position are stronger than other new competitors entering the new energy vehicle market and have a better position in the new pure electric vehicle product cycle.
The bank said that it lowered its annual sales forecast for ideal cars from 570000, 690000 and 760000 to 480000, 560000 and 645000 respectively, due to industry news that a significant drop in orders after the May 1 Golden week and the delay in the launch of pure electric vehicles are expected to affect sales performance in the second half of the year.
Yu Chengdong, ▍: Xiaomi Lei Jun’s entry has brought strong traffic that traditional car companies simply can’t do.
On May 21, Yu Chengdong, managing director of Huawei, chairman of terminal BG and chairman of smart car solution BU, said that Xiaomi and Lei Jun have brought strong traffic capacity after entering the bureau, which traditional car companies simply do not have.
Talking about this year’s price war, Yu Chengdong said that he can only actively respond to the challenge with his partners.
After the mobile phone colleague Lei Xiaomi came in, it brought strong traffic capacity, which is the ability that traditional car companies do not have at all.
Yu Chengdong said, “because we have been fighting side by side with Lei in the mobile phone industry for more than a decade, we know each other and know that they will bring strong traffic capacity, and he is the chairman, CEO, and founder himself.
That traffic capacity is very strong.
Traditional car factories are simply unable to do this, not in the same order of magnitude, maybe two or three orders of magnitude apart.
” He frankly said that he also saw the deficiency of Huawei’s smart car selection, the deficiency is that the color of the car is not rich enough, the color is too single, and the colors and wheels are not rich enough, which needs to be improved.
At the same time, he stressed that Huawei’s smart car is far ahead in terms of intelligence, cockpit, large space, luxury and comfort, and the achievement rate of pure electric mileage is also the leading in the industry, and the product design has its own original style.
▍ Xiaomi will be the first to use thepaper.
cn ‘s cockpit chip.
News from China on May 21 shows that news of Xiaomi’s new thepaper.
cn began to flow out one after another.
In the revelation.
The chip is not the previous P1, C1 and other images, charging chips, but can replace Qualcomm Snapdragon mobile platform, similar to Xiaomi pinecone S1 chip products.
Not long ago, the whistleblower Digital chat Station revealed that it is suspected that Xiaomi’s new surging chip is cataloging terminal models, which will be fully used in mobile phones and tablets with high positioning.
On May 21, CNMO noticed that another whistleblower, Smart Pikachu, revealed that Xiaomi’s processor is progressing smoothly, but at present, Xiaomi’s flagship phones are all planned Qualcomm mobile platforms, and thepaper.
cn ‘s chips may be the first to be used in Xiaomi cars.
At the end of March this year, Xiaomi’s first car, SU7, was officially released, offering Xiaomi SU7, Xiaomi SU7 Pro and Xiaomi SU7 Max, with a starting price of 215900 yuan.
According to official information, Xiaomi SU7 carries Snapdragon 8295 flagship cockpit chip, equipped with 16GB running memory and 256GB storage space, central control large screen has 60Hz refresh rate, pre-installed Xiaomi HyperOS system, hardware and software coordination.
Now, in the future Xiaomi car, thepaper.
cn chip may replace the Snapdragon cockpit chip.
▌ domestic, ▍ Xiaopeng Motor first quarter revenue reached 6.
55 billion yuan, gross profit margin rose sharply to 12.9%. On May 21, Xiaopeng Motor released unaudited financial results for the first quarter of 2024, with total revenue of 6.
55 billion yuan, up 62.
3% year on year.
gross profit margin of 12.
9%, compared with 1.
7% for the same period in 2023 and 6.
2% for the fourth quarter of 2023.
The adjusted net loss attributable to common shareholders was 1.
41 billion yuan, narrowing by 36.
3% compared with the same period last year.
as of March 31, 2024, cash and cash equivalents, restricted cash, short-term investments and term deposits were 41.
4 billion yuan.
Total vehicle delivery in the first quarter of 2024 was 21821, an increase of 19.
7 per cent from 18230 in the same period in 2023.
As of March 31, 2024, Xiaopeng has a total of 574 stores in 178 cities.
As of March 31, 2024, Xiaopeng self-operated charging station network has reached 1171 charging stations, including 359 Xiaopeng S4 ultra-fast charging stations.
Xiaopeng Automobile has taken the lead in realizing the mass production application of the AI model in China’s automobile industry, and we are confident that we can launch competitive leading models more efficiently around the world, leading the wide popularity of AI smart cars.
” Xiaopeng Chairman and CEO Mr.
he Xiaopeng said.
“through strategic cooperation with Volkswagen Group, Xiaopeng has taken the lead in enabling the output of self-developed intelligent technology, and our industry-leading technology will gain greater market influence and better financial returns.
” In a highly competitive market, the company’s gross profit margin rose sharply to 12.
9% in the first quarter. ” Dr. Gu Hongdi, honorary vice chairman and co-president of Xiaopeng Motor, said.
“this marks that Xiaopeng has realized a unique model to enhance profitability and international potential through intelligent technology output on the basis of intelligent electric vehicle business.
” For the second quarter of 2024, the company expects car deliveries to range from 29000 to 32000, an annual increase of about 25.
0% to 37.9%. Total revenue will range from 7.
5 billion yuan to 8.
3 billion yuan, an annual increase of about 48.
1% to 63.9%. ▍ Xiaopeng MONA’s first compact pure electric car will be delivered in the third quarter.
According to IT House on May 21, Xiaopeng CEO he Xiaopeng said at the first quarter earnings call that MONA’s first product is a compact pure electric car, which will be unveiled in June and officially launched and delivered in the third quarter of this year.
He Xiaopeng said the car is a good-looking product with the highest intelligence and competitive cost.
“I believe it will become a star product in the A-class pure electricity market.
In addition, Xiaopeng XNGP will also go to this price range.
” He Xiaopeng also said that in the fourth quarter of this year, Xiaopeng will also deliver a Xiaopeng brand B-class pure electric sedan as the first model to achieve the 25% technology reduction target.
It is based on Xiaopeng’s latest technology and is expected to become a popular style in the B-class pure electricity market in the second half of the year.
He Xiaopeng predicts that the new B-class car, coupled with the incremental contribution of the MONA model, will enable Xiaopeng to achieve a substantial increase in monthly delivery volume in the fourth quarter of this year compared with the same period last year.
In addition, starting from the third quarter of this year, Xiaopeng will begin a strong product cycle of launching a number of new models within three years, covering major market segments in the 100000 to 400000 price band.
Yu Tao, head of marketing of ▍ OPPO, may join Xiaopeng Motor as vice president of marketing.
Tencent News reported on May 21 that Yu Tao, head of OPPO marketing, may join Xiaopeng Automobile in the near future as vice president of marketing, responsible for marketing and public relations and communication, and report to Wang Fengying, president of Xiaopeng Automobile.
Yu Tao had previously been in charge of marketing at Glory before joining OPPO.
Xiaopeng has been looking for a replacement since Yi Han, a former vice president of marketing, left office in January.
However, according to OPPO insiders, Yu Tao is still on the job, but he has confirmed that he is about to leave.
According to ▍ news, Avita has comprehensively transformed the dealer channel model, and employees can choose to join dealers.
Fast Technology, May 21 news, Avita Technology employer brand head Jackie said on social media that Avita is indeed doing after-sales business adjustment, in order to quickly improve user response speed and store operation efficiency.
It was decided to hand over the after-sales service business of the store to the partner, and some of the personnel made job transfer adjustments.
Prior to this, the employees of the directly operated store also made some job transfers, and the salary of the employees who promised to change their jobs in the first half of the year was basically the same as that of the Avita store.
For employees who change jobs, in the first half of the year, Avita officials will subsidize part of the basic salary and commission (the proportion varies from place to place) to ensure that the salary of the employee is not much different from that before.
half a year later, the basic salary and commission are up to the dealer to decide.
Although there may be some salary changes, Avita officials and distributors will work hard to ensure that employees’ basic income remains stable.
During the model conversion period, store employees have two options: if the employee is unwilling to transfer to the dealer and chooses to leave, the Avita official will compensate nasty 1.5. if the employee chooses to join the dealer and continue to work under the new business model, the Avita official will compensate Never1.
▍ Zhiji L6 listed more than 10, 000 units in a week, and Zhiji L6 exceeded 10000 units in one week, according to Zhiji Automobile official WeChat.
From May 25, Zhiji L6 will start mass delivery.
▍ pony Zhixing wonGuangzhou’s first intelligent online car expressway test license, according to interface news, on May 21, Horse Zhihang announced that it had obtained the license for Guangzhou’s first intelligent online car high expressway test.
Its self-driving taxi and self-driving truck are each selected.
This also means that Guangzhou’s self-driving vehicles can finally drive on the high expressway.
It is understood that this is the first batch of intelligent network-connected vehicle expressway test sections in Guangzhou, including Nansha Port Express and Congpu Expressway (Phase I).
The total length of the open road is about 105 km, which is a high-speed first-class test section.
By the end of 2023, Guangzhou has opened 797 test roads.
▍ Wesai released its 2024 Q1 financial results with revenue of 360 million yuan.
On May 21st, Wesai Technology released unaudited financial data for the first quarter of 2024.
The core business of the quarter is sound, and the global pre-loading production cooperation has ushered in a new breakthrough.
In the first quarter, Wesai Technology achieved revenue of 360 million yuan.
the total delivery of lidar reached 59101, an increase of 69.
7% over the same period last year.
of which 52462 were delivered of ADAS products, an increase of 86.
1% over the same period last year.
The combined gross profit margin of Robotaxi business and ADAS business is 38.
8%, showing excellent operating efficiency and commercialization ability.
This quarter, Wesai overseas ADAS business made a breakthrough.
With its excellent product technical strength and large-scale mass production delivery capacity, Wesai has reached a laser radar production point cooperation with two of the world’s top 10 international automakers by revenue, including a global production model of a top international car brand.
So far, among the top 10 international automakers with the highest income on the Fortune 500 list, 6 automakers or their joint venture partners have reached a fixed-point partnership with Wo Sai.
▍ Yu Chengdong: the products in cooperation with Jianghuai are related to Standard Maybach, Rolls-Royce and Galaxy on May 21, according to Jiang Auto Group, the luxury intelligent new energy vehicle created by the group and Huawei will be launched soon.
Yu Chengdong, managing director of Huawei and chairman of smart car solutions BU, revealed that the name of the product to cooperate with Jianghuai has not yet been decided, and it may have to be a million-level, very high-end one.
We go far beyond Maybach and Rolls-Royce Phantom, and have a more luxurious, high-end and comfortable position than them.
that one sells more than one million yuan, and that one is very high-end.
Jianghuai positioning is ultra-high-end, enjoy positioning high-end cars, intelligent positioning a wide range of mid-range and mid-to-high-end, that is, a wide range of people can afford to buy cars.
But the main focus of the question world is on SUV, “Yu Chengdong said.
▍ BYD Teng Z9 GT, ideal MEGA and other models appeared in the new energy vehicle purchase tax reduction catalogue of the Ministry of Industry and Information Technology.
On May 21, the Ministry of Industry and Information Technology announced the fifth batch of “vehicle purchase tax reduction new energy vehicle model catalogue”, including BYD Seal 06, Teng Teng Z9 GT, BYD Teng Teng N7, ideal MEGA, Polar Krypton MIX, Changan Deep Blue G318 and other star models.
The data show that the pure electric version of the Teng Power Z9 GT is equipped with a 100-degree battery and the CLTC can last up to 606/630km.
The Deep Blue G318 uses extended range hybrid power, is equipped with 35.
07 degree battery, is equipped with 1.
5L engine, consumes 7.
4L / 100km, and has pure electric range 142km.
In addition, BYD Qin L showed up among them.
According to the catalogue of the Ministry of Industry and Information Technology, BYD Qin L is equipped with 15.
89kWh power battery pack, pure electric battery life 90km, 100 km fuel consumption of 3.98L. ▍ BAIC Langu: Alpha T and Alpha S medium-term revamped models will be launched in 2024, expanding the product matrix, the financial world May 21 news, BAIC Blue Valley disclosure investor relations activity record table shows that BAIC and Huawei cooperation of the sharing world S9 has been unveiled, the company is looking forward to the prospect of cooperation and the market performance of the shared world S9.
In the future, the company is committed to building “extreme quality” into a distinct label of the polar fox brand, and putting product quality at the core of the competitive strategy.
2024 is the year of polar fox products.
So far, the company has launched a series of innovative products, including polar fox alpha S5, polar fox alpha S advance version PRO and Hengjie S9.
Looking forward to 2024, the company will also strengthen and upgrade existing models, and plan to launch models such as Alpha T and Alpha S medium-term revamping to form a more perfect product matrix.
Dark side of ▍ responded to Tencent Gao Rong’s investment, the new round valuation has reached 3 billion US dollars, Sina Technology News, according to people familiar with the matter, the latest round of valuation offer of big model company Moonshot has reached 3 billion US dollars, new investors include Tencent, Gao Rong Venture Capital and other institutions, which means that Chinese big model startups have stepped into the 20 billion RMB club.
In mid-February, the dark side of the moon received a new round of more than $1 billion in financing, when the dark side of the moon was valued at $2.
5 billion.
It is understood that the first end of this round of financing is actually 800 million US dollars, and the investor is mainly Alibaba.
This time it came as a surprise that Tencent participated in the investment.
In response, Sina Technology sought confirmation from the dark side of the month, and the company responded that “We officially do not comment on financing news.
” It is understood that enterprises currently participating in the dark side of the month’s investment include Alibaba, Source Capital, Genisi Capital, Wuyuan Capital, Yunjiu Capital, Lanchi Venture Capital and other VC institutions.
As of press time, there has been no official response from Tencent.
▌ International, ▍ ITC of the United States launched a 337 investigation into high-strength aluminum and other related automotive products, and Vietnam VinFast et al are listed defendants.
According to the China Trade Relief Information Network, on May 20, the U.S. International Trade Commission (ITC) voted to launch a 337 investigation (investigation code: 337-TA-1402) on specific high-strength aluminum or aluminum alloy coated steel, as well as automotive products and vehicles containing these materials.
Vietnam VinFast, VinFast USA, VinFast USA Distribution, Vingroup USA and VinFast Trading and Production JSC are listed as defendants.
▍ Japan Automotive Industry Digital Transformation Strategy released: 30% of the global software-defined automobile market by 2030, Nikkei News reported on May 21, the Ministry of economy, Trade and Industry of Japan officially announced the strategic plan for the digital transformation of Japan’s automobile industry on May 20th.
With regard to the new generation of cars, known as “SDV” (software-defined cars), the plan sets a sales target of 12 million Japanese cars at home and abroad by 2030, accounting for 30% of the world’s total.
Japanese car companies will jointly develop related technologies such as semiconductors and AI artificial intelligence.
▍ Tesla South Korea asked employees to resign voluntarily, Tesla layoffs are still continuing, according to IT HouseTesla recently sent an email to all employees asking them to resign voluntarily-one of the most common forms of layoffs in South Korea, according to South Korea’s Central Daily.
Tesla South Korea was founded in December 2015 and currently has about 480 employees, according to the Financial Supervision and Services Bureau.
A South Korean charging team has been disbanded after Tesla CEO Musk announced the dissolution of the company’s supercharging station division.
Tesla, who currently has 160 supercharging stations in South Korea, has cancelled plans to install supercharging stations in Gangwon Dao Suicao City, in violation of a contract signed with the local municipal government last June.
Tesla plans to lay off a large number of employees.
Tesla South Korea provides severance pay equivalent to four months’ salary for employees who have worked for five years or more, and employees who have worked for less than five years receive three months’ salary.
Employees who have worked for less than one year can receive one month’s salary.
Sales of ▍ electric vehicles in the United States soared, consuming more electricity than railways for the first time last year.
According to data from the US Energy Information Administration (EIA), the annual electricity consumption of light electric vehicles in the United States surpassed that of the railway system for the first time in 2023.
In 2023, electric vehicles accounted for 16% of all light vehicle sales in the United States.
It is estimated that the annual electricity consumption of electric vehicles will increase to 7596 GWh in 2023, nearly five times that in 2018.
EIA has been publishing estimates of electric vehicle power consumption at the national, regional and state levels since 2018.
The federal agency said that since 2003, the annual electricity consumption of railways has been the largest terminal power consumption category in the transportation industry in its monthly electricity report.
Over the past two decades, railway electricity consumption has remained stable, with an average of about 7000 GWh.
In the same period, the expansion of urban rail transit system and electrified passenger railway in the United States is also very limited.
▍, Volkswagen recalled nearly 80, 000 vehicles in the United States due to a faulty dashboard display.
According to news on May 21, the National Highway Traffic Safety Administration (NHTSA) disclosed that due to software problems, the central control display and dashboard display of the affected vehicles may not start, or may be reset occasionally, which may lead to the loss of speedometer information or rearview camera image.
As a result, Volkswagen will recall some of the 2021-2023 ID.
4 cars, a total of 79953.
▍ 4800 banks in the United States may be insolvent, Sanlian Life Weekly reported on May 21 that since March last year, many American banks have gone bankrupt one after another, causing market panic.
A year later, the wave of bank failures in the United States has not yet ended.
At the end of April, US regulators shut down Republic First Bank, the sixth US bank to fail since last year.
If the wave of bank failures in the United States continues to spread, it could trigger another financial storm.
At present, small and medium-sized banks in the United States are facing unprecedented multiple pressures, one is the massive loss of deposits, and there may even be a run at any time, and the other is commercial real estate exposure, many small and medium-sized banks may be blown to pieces.
Last year, a report from Stanford University showed that half of the 4800 banks in the United States may be insolvent.
▍ Actors Guild supports Scarlett Johansson after OpenAI alleges voice abuse.
SAG-AFTRA, an influential agency representing television and radio artists, backed Scarlett Johansson on Tuesday after the American actress expressed concern about the voice capabilities of the new OpenAI system, which she said sounded “surprisingly similar” to her own system.
Last week, OpenAI launched its latest artificial intelligence model, GPT-4o, which has an audio interactive role called “Sky”.
Johnson said on Monday that she had previously rejected the company’s request to use her voice in the system.
OpenAI CEO Sam Altman clarified that the voice belonged to another professional actress and said he was removing Skye’s voice from the company’s products.
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