Event review: This week, the Federation announced the sales information in November. The monthly sales volume exceeded 2 million for the first time this year, including 171,000 new energy narrow passenger cars, up 139.2% year-on-year, and doubled for the second consecutive month. It is also worth mentioning that Wuling, Tesla, Great Wall Euler Black Cat, BYD Han EV, etc. have set their own historical records. Click on the picture below to learn more about the sales in November.
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EV has become a dazzling new star in the new energy market, with its sales volume reaching an astonishing 33,094 vehicles in November, which explains the product slogan — — People’s scooter. It is worth mentioning that the sales of individual users accounted for more than 96% of the sales of Hongguang EV in November, which means that about 1,100 individual users become owners of Hongguang MINI EV every day.
Tesla Model 3 reached the Accord with a score of 21,604 vehicles, ranking 11th in the domestic car sales list in November, up 78% from the previous month, and breaking through the 20,000 mark in the domestic market for the first time. From January to November this year, Model 3 surpassed Scorpio with a cumulative sales volume of 111,645 vehicles, closely following Passat, ranking ninth in the domestic car sales list this year.
In terms of new forces, Weilai Automobile delivered a total of 5,291 new cars in November, exceeding 5,000 for the second consecutive month; In November, a total of 4,224 new cars were delivered, up 342% year-on-year, of which 2,732 were delivered in a single month, setting a record for the fastest delivery of a single model of the new power brand. LI, which has only one model of Li ONE, delivered a total of 4,646 new cars in November, an increase of 25.8% from October, and set a new record for monthly delivery. Bicycle sales ranked first among the new forces in China. A total of 3,018 new cars were delivered in November, and the cumulative sales volume has exceeded 40,000 since listing.
With the popularity of Wuling Hongguang MINI EV, the popularity of Tesla Model 3 and the efforts of new car-making forces, the sales volume of new energy vehicles in the domestic passenger car market is getting higher and higher, which has become an important force that cannot be ignored.
Event review:Recently, the media noticed that the name of the 2021 Frankfurt Motor Show, which was previously announced to be moved from Frankfurt to Munich, was also changed to IAA Mobility. At the same time, software, IT and other technology companies other than automobile manufacturers are also welcome to join us. In addition to displaying new cars, we also welcome various automobile solutions to be displayed here.
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The official of IAA said in July this year that Munich will replace Frankfurt as the host city of IAA in 2021. The new auto show will be held from September 7 to 12, 2021 in Germany for six days, which is shorter than the 13-day exhibition time of the previous Frankfurt Motor Show.
Among the recently revealed information, IAA not only announced the new exhibition name — — IAA Mobility also announced that the 2021 Munich Motor Show will be divided into three parts, including summit meeting, blue path and open space. Exhibitors will not only be limited to car companies, but also welcome technology companies such as software and IT to show their car solutions at the summit.
With the development of electrification, intelligence and networking in the automobile industry in recent years, automobiles are not limited to a single means of travel. The brand-new Frankfurt Motor Show changed its name to IAA Mobility, which is also a manifestation of adapting to the changes of future travel scenes. The new auto show will also present the possibility of future traffic through more diversified displays.
Previously, in the column "Engineers at Eight o’clock", we also discussed the topic of car companies participating in CES International Consumer Electronics Show and whether auto shows are needed in the future. Interested friends are welcome to click on the link below to watch.
Event review:According to Reuters news, Baidu plans to contract or form a joint venture with a traditional automobile manufacturer to produce its own electric vehicles. At present, it has discussed the possibility with FAW Group and has not reached any agreement.
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Although it has not been officially confirmed, the news that Baidu plans to develop car-making business immediately aroused the enthusiasm of the capital market. On the day of news exposure, Baidu’s share price soared by nearly 14%, and its market value returned to 60 billion US dollars in the past year and a half.
In response to this news, Baidu said: "No comment on market rumors". On the other side of the scandal, GAC said that it has signed a strategic cooperation agreement with Baidu, and news of further cooperation will be disclosed to the market; Geely said that it did not know the details; FAW did not respond.
Just as people were speculating about one of the three choices, Freeman Shen, chairman and CEO of Weimar Automobile, praised Baidu’s blog post about making cars, which aroused everyone’s association. However, neither Baidu nor Weimar responded to the incident since then.
In fact, FAW, Geely, GAC and Weimar have all reached strategic cooperation with Baidu, and cooperated in Baidu Apollo autopilot platform and Baidu car networking system. Among them, the cooperation between FAW and Baidu started as early as 2017 and played an important role in the Apollo project. Weimar brought the third production model of Weimar, which was jointly developed with Baidu Apollo platform, at the "2020 Apollo Ecological Conference" held on December 8, and said that the new car will be officially launched in 2021.
Up to now, there is no news that Baidu will carry out the car-making project in what form, but recently Alibaba and SAIC jointly launched a brand-new smart high-end brand Lantu, and Huawei, together with Contemporary Amperex Technology Co., Limited, plans to build a brand-new high-end smart car brand under Changan. In this context, it is logical for Baidu to join hands with car companies to build smart high-end car brands, relying on its own achievements in autonomous driving and car networking for many years.
Event review:Recently, some foreign media photographed more than 40 aerial videos of Model Y parked in Tesla’s Shanghai factory. Foreign media speculated that the domestic version of Tesla Model Y had been mass-produced in the Shanghai factory. However, previous news showed that the domestic Model Y is expected to go offline at the Shanghai factory in early 2021.
At the same time, a screenshot of the Model Y rear-drive long battery life version was madly transmitted on social media, claiming that the price of the domestic Model Y four-wheel drive long battery life version will be the same as that of the domestic Model 3. At the same time, I also wrote "See you in three weeks", that is, in early January 2021.
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On foreign social media, Tesla CEO elon musk replied "I am hoping to be back next month! (I hope to go back next month), which confirms the news that the domestic Model Y will be officially released in January, and also implies that Musk will release the scene in Shanghai.
At present, Tesla Model Y has been opened for selection, and Model Y will be the first to launch two models, namely the long-life all-wheel drive version and the Performance high-performance version, with a pre-sale price of 48.80-535,000 yuan. The new car is expected to start mass delivery in the first quarter of 2021.
Model Y is the first medium-sized pure electric SUV launched by Tesla, and it is also another model that has been given high hopes after Model 3.
According to the application information of the Ministry of Industry and Information Technology, the length, width and height of the domestic version of Tesla Model Y are 4750/1921/1624mm and the wheelbase is 2890mm respectively. Equipped with ternary lithium-ion battery, its battery pack capacity is 77kWh, energy density is 161Wh/kg, and NEDC cruising range can reach 594km.
As for the information about the suspected selling price of 298,800 yuan circulating on the Internet, it is somewhat different from the pre-sale price of the previous open selection. However, at present, the subsidy for pure electric vehicles in China is limited to the selling price of 300,000 yuan. Judging from the previous strategy of continuous price reduction of Model 3, it is not impossible for the future selling price of Model Y to be less than 300,000 yuan.
Event review:Recently, the Management Committee of Lingang New Area of Shanghai Free Trade Zone issued a special plan for intelligent networked automobile industry (2020— 2025), it is mentioned in the plan: promote the first demonstration of highly autonomous driving (above L3 level), promote the conditional opening of highly autonomous vehicles on high-speed and elevated roads for testing and demonstration application, and take the lead in piloting the commercial application of self-driving manned and loaded goods without safety personnel in specific areas.
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The plan proposes to give full play to the institutional innovation advantages of Lingang New Area, win the support of relevant departments of the state and Shanghai, and declare the national-level vehicle networking pilot zone, national-level quality inspection center, transportation industry R&D center and smart transportation demonstration project; Apply to the relevant departments of the city to study and promote the decentralization of relevant powers, authorize the management committee of Lingang New Area to issue management measures, be responsible for the acceptance, organization and supervision of testing and demonstration applications within its jurisdiction, and guide industrial innovation and development in the fields of industrial development, traffic management, road testing, standards and specifications, and application demonstration; Promote the pilot demonstration of highly autonomous driving (above L3 level), promote the conditional opening of highly autonomous vehicles on high-speed and elevated roads for testing and demonstration application, and take the lead in piloting the commercial application of self-driving manned and loaded goods without safety personnel in specific areas.
    On the same day, the "Open Test Road for the Second Batch of Self-driving Cars in Lingang New Area" was launched. At present, the cumulative total mileage of open test roads in the new area has reached 118.2 kilometers.
At present, China has started pilot and open tests related to intelligent traffic-level autopilot in some areas of several cities, and more than 200 autopilot test licenses have been issued in various places. As a special economic functional zone formally established in August 2019, Shanghai Lingang New Area has the first advantage in promoting the development policy of high-tech industries. It will be helpful for the development of our autonomous driving and other industries to take the lead in opening up autonomous driving above L3 level to high-speed and elevated test.
At present, the high-speed pilot function launched by brands such as Weilai, Tucki and Tesla can theoretically reach the L3 level of autonomous driving (drivers are still required to be vigilant by holding the steering wheel under the current regulations), and the L4 level autonomous vehicles developed by domestic autonomous driving companies such as Baidu and Wen Yuan Zhixing have also completed considerable tests. Opening high-speed and elevated tests will play a positive role in the development of autonomous driving industry, and it is expected that more cities and regions will follow this policy in the future.
Event review:On November 17th, Zhiji Automobile, a high-end intelligent pure electric vehicle project jointly built by SAIC, Pudong New Area and Alibaba Group, released some technical information about its products in the future. At the same time, it is announced that its two new cars will be officially released on January 13 next year. The official said that it will join hands with Contemporary Amperex Technology Co., Limited in depth. The new car will be the world’s first lithium-doped battery technology, with an energy density of 30-40% and a cruising range of 1000km. At the same time, the new car will adopt a redundancy scheme of software and hardware architecture compatible with the upgraded lidar system. Click on the picture below to learn more.
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In the past, BAIC had ARCFOX and FAW Hongqi, and later, Guangzhou Automobile Ai ‘an, Changan, Huawei and Contemporary Amperex Technology Co., Limited jointly planned to build a new brand, and Great Wall planned to launch a brand-new high-end intelligent electric brand. After the birth of a large number of new car companies, traditional car companies have also created a number of brand-new car brands in the era of smart cars.
SAIC, which is rooted in the Magic Capital, is no exception. Recently, it launched a billion-dollar Big Mac project — — "Zhiji", the first round of financing reached 10 billion yuan.
What kind of car does Zhiji want to build? On November 17th, Zhiji held the first media sharing meeting more than half a month after the official announcement of the brand. In the artistic center, the official announced the cooperation between Heatherwick Studio, the brand partner of Zhiji automobile, and teamLab, the artistic partner. The former will participate in the design of the appearance, interior and charging pile of Zhiji automobile, and the latter will participate in the design of human-computer interaction and digital cockpit.
Of course, Ji Ji announced more than that. The official said that it will join hands with Contemporary Amperex Technology Co., Limited to launch the world’s first battery technology of "silicon-doped lithium battery". The energy density will reach 240Wh/kg, which is 30-40% higher than the industry average. The cruising range will reach 1000km, with 0 attenuation for 200,000 km, which can realize "never spontaneous combustion".
At the same time, with the country’s further liberalization of high-precision maps, by 2022, a full-scene continuous "zero-takeover" autopilot experience can be realized in some roads in first-tier cities. Within the scope permitted by policies and regulations, in 2021, some Shanghai core supermarkets will realize the "automatic parking service" function of high-frequency scenes. It can be expanded to more first-tier and new first-tier cities in 2022.
Zhiji’s new car can realize the flexible configuration of perception systems such as vision, millimeter-wave radar and lidar, and the first production car can realize the redundancy of software and hardware architecture of lidar system. The new car will adopt a new central computer integrated electronic and electrical architecture, which can realize OTA push update. Through the set of multiple bottom controllers, the chassis suspension can be adjusted in time according to the driving scene. For example, before driving to Panshan Highway in Moganshan, the system can switch to mountain mode in advance.
Zhiji officially said that Zhiji Auto A and B products will be released globally in Shanghai Center on January 13th, 2021, among which the first production car is a car. At the Shanghai Auto Show in April, Zhiji Auto will bring three new cars, among which Car A will be pre-sold and delivered at the end of the year. (Text: Pacific Auto Network Micco)