01 General Administration of Customs: 476 automobile exports from January to November20,000 units, 5 million units a year
A few days ago, the General Administration of Customs released data: in November, a total of 52 cars (including chassis) were exported40,000 units, with an export value of 704800 million yuan. From January to November, the cumulative export was 47620,000 units, a year-on-year increase of 598%;The total export value was 6529200 million yuan, an increase of 796%。Judging from this trend, the scale of automobile exports in 2023 will exceed the 5 million mark, which is nine out of ten.
02 China Automobile Dealers Association: The inventory coefficient of automobile dealers in November was 143, the inventory level is below the warning line
On December 9, the China Automobile Dealers Association released the results of the "Auto Dealer Inventory" survey in November 2023: the comprehensive inventory coefficient of auto dealers in November was 143, down 159%, down 239%, the inventory level is below the warning line. It is estimated that the total inventory of dealers at the end of November was about 3 million vehicles.
03 The second-hand car transaction is in active mode
Recently, the Ministry of Commerce and other nine departments jointly issued the "Guiding Opinions on Promoting the High-quality Development of the Automobile Aftermarket", proposing seven measures to optimize the circulation environment of auto parts, promote the quality and upgrading of automobile maintenance services, and accelerate the development of the traditional classic car industry, aiming to promote the steady growth of the automotive aftermarket, continuously optimize the market structure, and better meet the diversified automobile consumption needs of consumers.
This year is the first year that the new second-hand car policy has been fully implemented. At present, the policy effect has emerged. According to the latest data released by the China Automobile Dealers Association, in the fourth week of November, the average daily trading volume of the used car market was 6130,000 units, up 2% from the previous week42%, an increase of 1% compared to the fourth week of October, and the average daily scale returned to more than 60,000 units.
04 Cui Dongshu: Passenger car sales are expected to reach 25.5 million units in 2023
On December 10, Cui Dongshu, secretary general of the Passenger Car Association, issued a document saying that according to the data of the Passenger Car Association, the sales structure of the first segment of the national passenger car market continued to rise, the proportion of high-end model sales increased significantly, and the proportion of sales of low-end models decreased. Full-year retail sales are expected to reach 21.5 million units, up 5% year-on-year, and with the 3.8 million units exported and domestic dealer inventories, passenger car sales are expected to reach 25.5 million units in 2023.
05 CITIC**: With the installation of semi-solid-state batteries, the future of all-solid-state batteries can be expected
CITIC ** research report believes that all-solid-state batteries do not use separators and electrolytes, breaking through the bottleneck of safety and energy density, and have huge application potential, but subject to cost and actual application performance, all-solid-state batteries are still in their infancy. In June 2023, Weilan New Energy's semi-solid-state battery was delivered to NIO, and in October 2023, Solid Power delivered a sample of all-solid-state power battery to BMW. In terms of material system, it is expected that the cathode material will transition from high-nickel ternary to lithium-rich manganese-based, and the anode will transition from silicon-carbon anode to lithium metal. With the cost reduction and industrialization of the solid-state battery industry chain, all links of solid-state batteries will fully benefit.
06 Huawei applied for a series of trademarks related to the character "Jie": Zunjie, Qingjie, etc
Recently, Huawei Technologies applied for the registration of the trademarks "Zunjie" and "Qingjie", which are internationally classified as means of transportation and scientific instruments, and the current trademark status is pending substantive examination.
It is worth mentioning that Huawei has previously applied for a series of trademarks related to "Jie", including "Wenjie", "Zhijie", "Yongjie", "Huijie", "Zhujie", "Aojie", "Zhijie", "Yijie", etc.
07 Ideal OTA 50 releases
On the evening of December 10, Li Auto held an online conference for intelligent software and announced OTA 50 related more information. This time OTA 50, the ideal L series models will be comprehensively upgraded in three aspects: intelligent driving, intelligent space and intelligent range extension. 08 Volkswagen plans to save EUR 10 billion by 2026
Volkswagen has nearly 40,000 executive staff, including the brand and group employees, and the core of the strategy is to reduce administrative staff costs by 20 percent, according to the report. Volkswagen adopts a relatively gentle and humane way to promote cost reduction, respects employees, and minimizes the impact on employees, mainly through early retirement and other methods, and will not easily use layoffs.