What major events have happened in the automobile industry at home and abroad this week? Tesla’s Shanghai plant was revealed to have cut production, and Tesla has cut production of its best-selling Model Y by double digits since March, according to industry data and people familiar with the matter.
Tesla’s Shanghai plant, Tesla’s largest manufacturing center, plans to cut Model Y production by at least 20 per cent between March and June, according to people familiar with the matter.
The move aims to solve the problem of weak demand for Tesla Model Y in the Chinese market.
Photo: Tesla, it is not clear whether the production reduction plan of Tesla’s Shanghai plant will be extended to the second half of this year or further spread to Model 3, and whether Tesla’s factories in the United States and Germany have taken similar production reduction measures.
Although Tesla has cut production at its Shanghai plant and recently laid off its sales and charging service team in China, the company still hopes to sell 600000 to 700000 electric vehicles in China in 2024 and 2 million electric vehicles worldwide, according to another person familiar with the matter.
Gaishi comments: market competition intensifies, even Tesla is not easy.
SAIC and Audi deepen cooperation, and the first model will be launched next year.
On May 20, following the signing of a memorandum of understanding on deepening strategic cooperation in July 2023, SAIC and Audi formally signed a cooperation agreement, and the joint development of Advanced Digitized Platform intelligent digital platform was officially launched.
Photo: SAIC Group, thanks to the new cooperation model, the two sides integrate superior resources and shorten the launch time of Advanced Digitized Platform intelligent digital platform models by more than 30% by improving R & D efficiency, optimizing development process and speeding up R & D.
The models of the joint project will cover Class B and C markets, and the first product is expected to go on sale in 2025.
After reaching technical development cooperation with Xiaopeng Automobile, it is obvious that Volkswagen Group has begun to accelerate the pace of China’s automobile market and actively seek new opportunities for cooperation and development.
Xiaomi Automobile challenges the new target of delivering 120000 new cars for the whole year of 2024.
On May 23, Xiaomi Group released its results for the first quarter of 2024.
With regard to Xiaomi automobile information, Lu Weibing, partner and president of Xiaomi Group, revealed at the performance conference that Xiaomi is accelerating capacity expansion and ensuring delivery in order to achieve the goal of “listing is delivery, delivery is quantity”.
Source: Xiaomi Automobile, Lu Weibing said that the Xiaomi auto factory will open two shifts in June to expand its production capacity.
It is confident that it will deliver more than 10, 000 new cars a month in June and a sprint of 120000 new cars for the whole year of 2024.
Previously, Xiaomi disclosed a delivery target of more than 100000 SU7 vehicles.
Gaishi comments: listed on the market, the popularity of stores is comparable to the Spring Festival travel, Xiaomi car let other car companies feel what is “sky-breaking traffic”.
According to Tianyancha, Beijing Times Power Battery Co., Ltd. was officially established on May 17, with the legal representative Meng Xiangfeng, with a registered capital of 1 billion yuan.
The scope of business is battery manufacturing.
The company is jointly owned by Xiaomi Automotive Technology Co., Ltd., Ningde Times New Energy Technology Co., Ltd., BAIC Sea Blue Core Energy Technology (Beijing) Co., Ltd., and Beijing Jingneng Technology Co., Ltd. According to previous reports, the company will invest in the construction of an intelligent cell manufacturing plant in Beijing.
Earthly comments: “King Ning” came to Beijing and was widely expected.
Xiaopeng Automobile released the first mass-produced end-to-end large model in China.
On May 20, Xiaopeng held a 520 AI DAY conference with the theme of “opening the era of AI Intelligent driving”, and released the first mass-produced end-to-end large model in China, announcing the full launch of the AI Tianji system to users, covering all models on sale.
According to reports, the end-to-end large model of Xiaopeng car includes neural network XNet, regulation and control model XPlanner, and large language model XBrain.
Source: Xiaopeng car, based on video training with 1 billion + mileage, real car test with cumulative mileage of more than 6.
46 million, and simulation test with accumulative mileage of more than 216 million, Xiaopeng’s end-to-end large model can achieve “two-day iteration”.
The intelligent driving ability will be increased by 30 times in the next 18 months.
In the third quarter of 2024, Xiaopeng’s smart driving will achieve “all over the country, every road can be driven”, and the urban smart driving experience will be comparable to that of high-speed smart driving in 2025.
In addition, Xiaopeng founder he Xiaopeng also mentioned at the press conference that “Xiaopeng will achieve an L4-like intelligent driving experience in China in 2025”, and Xiaopeng is testing the end-to-end capability of XNGP around the world, and smart driving technology is beginning to go global.
Gaishi comments: in many enterprises, once intelligent moat Xiaopeng car advantage weakens, rely on end-to-end model to find another way, may be a good choice.
Musk: opposes US tariffs on Chinese electric vehicles.
Tesla CEO Elon Musk said at the Viva Technology conference in Paris on May 23 that he opposes US tariffs on Chinese electric vehicles.
Musk pointed out that he did not approve of measures that distorted the market.
Neither Tesla nor I asked for these duties.
In fact, I was surprised when they announced them.
” “it’s not good to restrict free trading or distort the market,” Musk said via video link at the conference.
” Musk pointed out that in the absence of factors such as tariffs, “Tesla’s competition in the Chinese market is very good.
I am in favour of not imposing tariffs.
” Gaishi comment: what is the United States afraid of imposing a 100% tariff on China’s export of electric cars? , return to the first electric network home page >.
