Author: Chacha.
Wuling executives shouted Dong Yuhui to sell cars live in the air
On December 15, Zhou Yu, deputy general manager of SAIC-GM-Wuling Brand Division, shouted to Dong Yuhui on Weibo: "I don't know what will happen to Dong Yuhui's live broadcast to sell cars?".It sparked a series of speculations and threads.
Interpretation:Wuling, who fell from the altar, really needs a phenomenal anchor to help "sell goods".
In the era of fuel vehicles, with the advantages of ultra-high cost performance and strong and durable operation, Wuling Automobile has appeared in almost every place in the north and south of China.
In 2010, Forbes magazine named Wuling Hongguang, a generation of god cars, as "the most important car on the planet".
In the list of best-selling models that year, Wuling Hongguang ranked third in the world, second only to Toyota Corolla and Hyundai Elantra, creating a myth that belongs to Chinese cars.
Entering the era of new energy vehicles, Wuling has reproduced the glory of the past. At its peak, Wuling Motors could punch BYD and kick Tesla.
In particular, since its launch in 2020, the A00-class pure electric vehicle Hongguang MINI EV has won the domestic and global new energy vehicle sales championship many times, completely detonating the micro electric vehicle market with its own efforts, and becoming a phenomenal explosive product.
Entering 2023, why can't Wuling Shenche be sold?
First of all, under the general trend of consumption upgrading, people's demand for car purchases has developed upward, and the micro passenger car market has been shrinking.
The share of mini electric vehicles in the new energy vehicle market has dropped from more than 30% in 2021 to less than 20% today.
Secondly, the competition in the mini electric vehicle market is becoming more and more fierce, and there are more and more competing products, such as Chery QQ ice cream, Changan LUMIN, Geely Panda MINI and other models.
The entry of these competing products has gradually eaten away at a large part of the Hongguang MINI EV market.
Wuling realized the crisis and began to brand up. In the field of A0-class pure electric vehicles, Wuling Binguo has entered the game. But on this new battlefield, there is BYD, the insurmountable overlord.
In the more mainstream A-segment market, Wuling launched its first family sedan model, the "Wuling Starlight", earlier this month, to enter the A-segment plug-in hybrid sedan market.
In addition, Wuling has also previously released SUV brands such as Xingchen and Nebula, but the sales response has been mediocre.
In the past few decades, Wuling's low-end and cheap brand image has been deeply rooted in the hearts of the people, and it is very difficult to change the brand image through a few models in the short term. Whether Wuling can successfully transform and create brilliance remains to be verified by the market.
Xpeng Motors responded to Ali**: It is still the second largest shareholder of the company
On December 15, local time, the U.S. ** Exchange Commission documents showed that **China Holdings*** planned to sell 25 million shares of Xpeng Motors, with a total value of about 3$9.1 billion.
On December 16, in response to the issue of "Alibaba** part of Xiaopeng Motors' equity", Xiaopeng Motors responded that Ali** is implementing the strategy of realizing investment and returning shareholders to its third quarter report, rather than because of a change in views on Xiaopeng. Since then, Alibaba has remained the second largest shareholder of Xpeng, holding about 8% of the shares, and will continue to carry out in-depth strategic cooperation with Xpeng Motors in cloud computing and other fields.
Interpretation:According to public information, Xiaopeng Motors was founded in 2014, headquartered in Guangzhou, and was co-founded by He Xiaopeng, Xia Heng, He Tao and others. In August 2017, He Xiaopeng resigned from Alibaba to become the chairman of Xpeng Motors. In October of the same year, Xpeng Motors' first mass-produced model, the G3, officially rolled off the assembly line.
On August 27, 2020, Xpeng Motors was officially listed on the New York Stock Exchange with "XPEV" as the first company, with an IPO price of $15, becoming the third new car-making force to be listed in the United States after NIO and Ideal. On the same day, the share price of Xpeng Motors closed at 21$22, up 41 from the issue price47%。
Before Xpeng Motors landed on the U.S. stock market, Xpeng Motors went through three rounds of financing: A0, A1, and A2, with the A0 round coming from Alibaba Group and He Xiaopeng himselfThe A1 round is a joint investment by GGV Capital, Morningside Capital, IDG, Jingwei Capital, Shunwei Capital and CEL Zhongying CapitalThe A2 round includes Xinding Capital, Kunzhong Capital and Lightspeed Ventures. According to the prospectus, the management of Xpeng Motors held 40 shares before the IPO9%, of which He Xiaopeng holds 316% is the largest shareholder, and Alibaba holds 144% is the largest external shareholder, and other major shareholders include Xiaomi, G** GGV Capital, and Morningside Capital. In addition, Xpeng Motors completed a total investment of more than 900 million US dollars in the month before its listing, with the participation of Alibaba, Hillhouse, Sequoia, Qatar Investment Authority and others.
Xpeng Motors emphasized that it has also established a strategic cooperation with Volkswagen this year, and Volkswagen is currently the third largest shareholder of Xpeng Motors. On December 6, Xpeng Motors announced that it had signed a technical framework agreement with Volkswagen (China) Investment Co., Ltd. (hereinafter referred to as "Volkswagen China") on strategic technical cooperation. At the same time, Xpeng Motors issued Class A ordinary shares to Volkswagen under a general mandate pursuant to a share purchase agreement for an aggregate of approximately 9,407930,000 Class A ordinary shares (Subscription Shares) have been successfully allotted and issued to Volkswagen Finance Luxemburg S. at a purchase rate of US$15 per ADSa.(Volkswagen affiliate), the total par value of the subscribed shares is 940$79,255. According to the announcement, after the completion of the transaction, Volkswagen holds about 4With 99% of the share capital, Volkswagen will become the third largest shareholder of Xpeng Motors, second only to He Xiaopeng and Alibaba Group Holdings***
Under the agreement, the two companies plan to jointly develop two Volkswagen-branded electric models for the mid-size car market in China, which will complement the product portfolio based on the MEB platform and are scheduled to enter the market in 2026. The two pure electric models of Xpeng Motors and Volkswagen will be jointly developed based on the electric vehicle platform and software of Xpeng G9, Xpeng Motors will contribute the vehicle platform and intelligent cockpit and intelligent driving system, and Volkswagen will provide the world's leading engineering and chain capabilities, and both models will be hung with the Volkswagen logo.
However, Xpeng Motors did not perform well in terms of finances. According to the financial report, the operating income of Xpeng Motors in the first three quarters was 1762.6 billion yuan, down 18 percent year-on-year83%；Net loss of 902.8 billion yuan, down 33 percent year-on-year20%；As of Sept. 30, XPeng had cash and cash equivalents, restricted cash, short-term investments and term deposits of 364800 million yuan, an increase of 8% quarter-on-quarter and an increase of 27400 million yuan. Officially, due to the company's stock price, the value of the shares of Volkswagen Equity Investment increased accordingly, so the fair value change was included in 9The "non-cash loss" of 700 million yuan was basically flat sequentially after excluding fair value change items.
Judging from the delivery volume, Xpeng Motors will be hit more seriously by the market in 2023. In the first 11 months of 2023, Xpeng Motors sold a total of 12150,000 units, a year-on-year increase of 1098%, the newly launched G6 and G9 have become the main sales models of Xpeng Motors. In the fourth quarter of 2023, Xpeng will launch its first MPV model, the Xpeng X9, for delivery in 2024. In addition, Xpeng Motors has a number of new models planned. Among them, Xpeng Motors and Didi will launch a new brand "Mona" in 2024 after establishing a strategic partnership, and assist the sinking market through this model.
Li Bin measured the 150-degree battery of NIO in a live broadcast and ran 1044 kilometers
On December 17, Li Bin, founder, chairman and CEO of NIO, drove the ET7 to measure a 150-degree ultra-long battery pack. After more than 14 hours of driving, a battery has traveled more than 1,000 kilometers.
The average energy consumption per 100 kilometers of the whole 1044 kilometers measured was 132kWh with 3% remaining charge, and it is still expected to travel more than 30 km.
The 150-degree ultra-long battery pack is the world's first non-thermal runaway pouch CTP battery, with an energy density of up to 360Wh kg, which is currently the product with the highest power and highest energy density in the mass production of power battery packs in China.
This endurance test marks that the cruising range of intelligent pure electric vehicles has officially entered the era of 1,000 kilometers. This will further drive the transformation of the automotive industry from combustion engine vehicles to pure electric vehicles.
Lei Jun said that Xiaomi's first car R&D investment exceeded 10 billion
Lei Jun said in an exclusive interview with CCTV: "Xiaomi invested 3,400 engineers in its first car, and the entire R&D investment exceeded 10 billion, and we used more than 10 times the investment." With that in mind, I'm going to do it anyway in a way that I want to get. ”
Li Auto: awarded a total of 1,415 to 1,157 employees370,000 restricted shares
On December 15, Li Auto announced that it would grant a total of 1,415 to 1,157 employees according to its 2019 plan370,000 restricted shares, representing the same number of Class A ordinary shares, representing approximately 067% (on a one-share-one-vote basis).
NIO responded to the special event: the wine tasting session has been cancelled
On December 16, the NIO Tasting Meeting was held at the Wukesong Huaxi Live NIO Center. The activities include site visits, brand presentations, liquor tastings, tea breaks, car test drives, etc., of which the liquor tasting is arranged at 14:20-15:00, and the car test drive is arranged at 15:30. The staff of the store said that the wine tasting part of the event has been canceled, and it has been replaced by the sharing of wine knowledge and the tasting of smells, and the test drive will be arranged normally.
BYD won the 2023 "Outstanding China Company Award".
On December 17, BYD Co., Ltd. won the "Outstanding Chinese Company Award" at the DHL-2023 South China Morning Post Hong Kong Business Awards, becoming the first Chinese new energy vehicle company to receive this honor. In November 2023, BYD became the first company in the world to achieve the 6 million new energy vehicles off the assembly line, making industry history again.
AVATR 12 delayed delivery compensation policy was released
Recently, AVATR officially launched the "AVATR 12 Thanksgiving Waiting Plan", saying that it will subsidize users who have placed orders and have not picked up the car after overtime, 200 yuan a day, up to 15,000 yuan.
Nissan is considering producing electric vehicles in China for export overseas
On December 17, Masashi Matsuyama, general manager of Nissan (China) Investment, said that Nissan is considering exporting the existing internal combustion engine vehicles produced and developed in China and the upcoming pure electric and hybrid vehicles to overseas markets.
Putin praised Chinese cars
Russia** Putin recently said at the live broadcast and annual press conference held in Moscow that at present, Chinese cars are occupying the market share of European cars, and this is not only happening in Russia;One of the reasons for this phenomenon is the improvement of product quality in China. Putin said that the quality and quality of Chinese cars are improving, and their cost performance provides more choices for Russian car lovers.
Domestic refined oil prices are expected to achieve "six consecutive declines".
On December 17, it was reported that at 24 o'clock next Tuesday (December 19), domestic refined oil prices will usher in the 25th round of adjustment this year, which will also be the last oil price adjustment in 2023. According to the recent international oil price performance and monitoring data, this round of oil prices is likely to be lowered. On December 15, the 8th working day in China referred to the rate of change of ** -915%, gasoline and diesel are expected to be reduced by 400 yuan tons;After the conversion according to the price of the increase, it will be reduced by 031-0.34 liters. The owner fills up a car with a 50-liter fuel tank and will save 155-17 yuan. After the completion of this adjustment as scheduled, domestic refined oil prices are expected to achieve "six consecutive declines".
U.S. electric vehicle registrations from January to October: BMW and Mercedes-Benz performed well
On December 16, according to the latest data from Experian, luxury car brands BMW and Mercedes-Benz have increased the number of electric vehicle registrations in the United States. From January to October, BMW's electric vehicle registrations in the U.S. more than tripled year-on-year, followed by Mercedes-Benz and Volkswagen. During the same period, Tesla registered 5376.22 million units, the first in the United States, a year-on-year increase of 37%, but the market share increased from 64 in the same period last year7% to 563%。
Wuling