This year, the traditional brands, especially the traditional brands that are still the most fuel vehicles, are not having a good time, no, even Guangqi Honda, which has never laid off employees in 25 years, has begun to lay off employees, but this may be just the beginning, and next year may make these car manufacturers desperate.
Domestic:1. Guangqi Honda's first layoff in 25 years, the good days of foreign brands have passed, and in this wave of electrification and intelligent transformation, the first to decline in the domestic market are foreign brands that are cost-effective and cost-effective, such as Hyundai and Liangtian. But sooner or later, high-end brands will have to be pulled down. 2. Weilai got the official independent car manufacturing qualification this week, from looking for JAC OEM to finally having its own factory, which is the latest in Wei Xiaoli's three homes, which has also affected the development of Weilai to a certain extent, whether it is the ramp-up of production capacity and the quality of products, as well as the cost mentioned by Li Bin. From the perspective of the influence of the start, Xiaomi should be better than Weilai, and in terms of the market situation it faces, the market faced by Xiaomi is several times more difficult than that faced by Weilai. 3. Some progress in BYD's autonomous driving was reported later, including the acceleration of self-developed intelligent driving, automatic parking and other functions. Intelligent driving suddenly broke out in the second half of this year, Xiaopeng and Huawei took the lead in this regard, and Tesla, which launched AP early and was also respected by many users, also lagged behind this time, not to mention catching up early in the morning. The development of software systems is often non-linear, unlike hardware systems, the iteration speed of software systems can be very fast, and China's Internet industry has cultivated a large number of high-level software engineers in the past ten years, so when the competition is fierce, there will always be people desperately rolling out in this regard, which is also the inevitable breakthrough posture of latecomers. 4. Minister Miao said at the automobile industry forum that the replacement of traditional fuel vehicles by new energy vehicles has been formed, and the original goal of more than 50% of new energy vehicles in 2035 is likely to be achieved in 2025 at the latest to 2026. I remembered the transformation of mobile phones from feature phones to smart phones, and at that time, it was also the first time that thousands of units would be sold in a year, and the results greatly exceeded everyone's expectations. So it's easy for us to underestimate new things, especially new things that bring about huge changes. This major change in the automotive industry will still fall on cars equipped with autonomous driving capabilities. 5. The Japanese market in Thailand has also begun to retreat, repeating the scene of fuel vehicles in the Chinese market in the past few years. However, what is different this time is that the players in the ** fuel vehicle market are the electric vehicles of several traditional car manufacturers in China plus Tesla, and China's new forces have not had time to go out (Weilai went out early, but the roots are unstable and now shrinking). Bangkok is the largest and most cosmopolitan city in the entire Indochina Peninsula, and if the country's EV penetration rate increases at a breakneck rate, Japan is running out of time. 
6.Mr. Cui shouted for the industry, and his enthusiasm was impeccable. However, hope often deviates from reality. In the current environment, the road ahead is indeed full of obstacles. 7.The best figures in the new energy market this year show a high-spirited attitude, as if everything is progressing. However, each participant was uneasy. They are competing for configuration, competing for price reduction, and even in the second half of the year, some people are competing to develop intelligent driving technology. It is foreseeable that the market competition will be more fierce in the coming year. For many new energy vehicle consumers, this year has both joy and apprehension. They are happy about the improvement in the performance and intelligence of the vehicle, but they are worried about the significant reduction in the ** that may occur in just a few months after purchase. However, this does not mean that the consumption of new energy vehicles has moved towards the trend of electronic. Abroad:1. After continuous energy replenishment, the United States has recently further clarified that if electric vehicles are produced by companies controlled by specific foreign entities, even if they are produced in the United States, they will not be subsidized. This move is tantamount to directly blocking the path of Chinese auto companies to enter the American market. 2. When it comes to the construction of electric vehicle charging stations in Europe, it is quite interesting. Germany plans to build charging stations on motorways, but noise assessments take up to 10 months. In many Italian cities, especially the old towns, the construction of charging stations or approval is extremely difficult due to the old infrastructure and the presence of historic buildings. On the other hand, China is currently vigorously building charging infrastructure, but the gap in efficiency is staggering, with nearly 110,000 Russian car sales, a year-on-year increase of 113%. Most of the top 10 brands in the sales list are Chinese brands, and surprisingly, the Soviet-era Moskvich brand is also among them, selling 1,910 units assembled at the former Renault factory in Moscow, which is actually a JAC X4, and a complete set of parts was purchased from a Chinese partner.