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Weekly Report | After-sales upgrade cooperation between JD.COM Automobile and Bosch Automobile; The automobile consumption index in March was 72.5, lower than last month; China accelerates the transformation and integration of new energy vehicles and energy.

1, China accelerates the transformation and integration of new energy vehicles and energy.

2. the State Council Development Research Center predicts that the market share of new energy vehicles will exceed 90%.

3.JD.COM Automobile and Bosch Automobile cooperate in after-sales upgrade to create a benchmark for industry cooperation.

4. The General Administration of Municipal Supervision reported the spot check on the quality of vehicle-related products in 2022, and seven enterprises failed twice in a row.

5. china automobile dealers association: The automobile consumption index in March was 72.5, lower than that of last month.

6. Travel Association: It is estimated that the sales volume of new energy automobile manufacturers in the first quarter will be 6.5438+0.48 million, a year-on-year increase of 25%.

7. Cargo Lala plans to go public in Hong Kong and also announces the construction of commercial vehicles.

8. Shenzhen Municipal Transportation Bureau: Adjust the application conditions for incremental indicators of new energy vehicles.

9. The first 7-nanometer SoC chip in China was mass-produced, and the competition of independent chips went to the "high-end bureau".

10, American electric vehicle tax credit rules were released, and the battery supply chain began to take shape.

1 1. Lenovo: Sales of new energy passenger cars increased by 30% in March.

65438+February and February global power battery rankings: BYD's market share increased by over 7%, ranking second.

13. Independent repairers have not yet entered new energy sources, and the maintenance cost of pure electric vehicles is nearly 50% lower than that of fuel vehicles.

14, the "price scuffle" was less than expected, and the retail sales of passenger cars in March were flat year-on-year.

15、T？ Rheinland and TUHU have introduced tire performance evaluation and certification systems.

16, Xin Kai Automobile and China Automobile Import and Export Co., Ltd. jointly launched the export trading platform for new energy vehicles.

17, the price war has affected the hedge ratio, and the expected turnover of used cars in March is 1.45 million.

China accelerates the integrated development of new energy vehicles and energy transformation.

At the 2023 China committee of 100 Forum on Electric Vehicles held in Beijing, a focus topic was how to better combine new energy vehicles with energy transformation. Participants pointed out that China has made some achievements in the integration of these two industries. The relevant person in charge of the National Energy Administration said that new energy vehicles can effectively consume the electricity generated by renewable energy by interacting with the power grid through charging facilities. At present, green electricity trading has been carried out in Shandong, Sichuan, Shaanxi and other 14 provinces, with a total trading power of 5.2 billion kwh, reducing carbon emissions by about 5 million tons.

The State Council Development Research Center predicts that the market share of new energy vehicles will exceed 90%.

On April 2, Wang Qing, deputy director of the Market Economy Research Institute of the State Council Development Research Center, said at the Committee of the 100-member Forum on Electric Vehicles in China that it is estimated that by 2025, the sales volume of new energy vehicles will be around 6,543,807, and by 2030, the market share will exceed 90%, about 32 million. At present, the growth of new energy vehicles has both new effect and substitution effect, and the new effect is greater than the substitution effect. But the substitution effect will continue to increase. It is estimated that the overall substitution effect will be around 60% in 2025 and will exceed 94% in 2030.

JD.COM Automobile and Bosch Automobile cooperated to upgrade after sale, and set a benchmark for industry cooperation.

Recently, JD.COM Group and Bosch China announced the establishment of a strategic cooperative relationship and reached a high level of strategic cooperation. Based on JD. COM's supply chain capabilities in a digital and intelligent society, the two sides will further deepen cooperation in retail, logistics and enterprise procurement, and at the same time expand cooperation in digital marketing, in-depth analysis of business data, refined operation of members, online and offline business collaboration, industry and technology, which will provide new help for Bosch's progress in the fields of intelligent transportation and intelligent manufacturing. Among them, JD.COM Automobile, as a key cooperation sector, will cooperate with Bosch Automobile in product, new energy field, user operation and other dimensions. In 2023, JD.COM Automobile and Bosch Automobile will work together to make great achievements, and also create a "new road" for brand management and market expansion for more brands in the post-automobile industry.

The General Administration of Municipal Supervision reported the spot check on the quality of vehicle-related products in 2022, and seven enterprises failed twice in a row.

On April 3rd, the Department of Product Quality and Safety Supervision and Management of the State Municipal Supervision Bureau issued the Notice on National Supervision and Spot Inspection of Automobile-related Product Quality in 2022. According to the circular, 5 10 batches of vehicle-related products produced by 5 10 enterprises were randomly selected, involving 4 products including automobile brake linings, automobile tires, automobile urea aqueous solution and automobile gasoline detergent. 69 batches of products were found to be unqualified, and the unqualified rate was 13.5%. A total of 22 items of 4 products were inspected, including safety item 1 1, accounting for 50% of the total inspection items. Among the 69 batches of unqualified products found in spot checks, 20 batches of product safety items were unqualified, accounting for 29%. According to statistics, this follow-up spot check found that there were 26 unqualified enterprises in the last spot check, of which 7 enterprises were still unqualified, and the rest 19 enterprises were qualified.

China automobile dealers association: The automobile consumption index in March was 72.5, lower than last month.

On April 3rd, china automobile dealers association released the latest issue of "Automobile Consumption Index": In March 2023, the automobile consumption index was 72.5, lower than last month.

At the beginning of this year, China's car sales failed to meet expectations. According to the survey, more than 90% of dealers' car sales in the first quarter failed to meet the target, which led to a sharp increase in enterprise terminal inventory and increased operating pressure. In order to alleviate the business pressure, various localities have successively introduced promotion support policies, and various enterprises have also taken various promotion measures to increase automobile sales and reduce inventory. With the introduction of promotion policies in many places, the sales price of new cars has dropped sharply, and price wars have begun in some areas. This misled consumers to some extent, and consumers' expectations for price reduction are getting higher and higher, and they began to wait and see and enter the state of holding money for purchase. This also led to the car sales in March not meeting expectations. Dealers predict that if there is no major policy adjustment in the industry in April, the car sales will be basically the same as that in March, and there will be no major changes.

Lenovo: It is estimated that the sales volume of new energy vehicle manufacturers in the first quarter will be 6.5438+0.48 million, up by 25% year-on-year.

According to the comprehensive forecast of the Association, the wholesale sales volume of new energy passenger car manufacturers in March was 600,000, up 20% from the previous month and 30% from the same period last year. It is estimated that the sales volume of new energy vehicle manufacturers in the first quarter will be 6.5438+0.48 million, up by 25% year-on-year, and new energy passenger cars will basically get off to a good start in the first quarter.

Cargo Lala plans to go public in Hong Kong, and also announced the manufacture of commercial vehicles.

On April 4th, according to media reports, at the end of last month, Lala submitted an application for listing on the Hong Kong Stock Exchange. The name of the listed entity is Lala Technology (English name: Lalatech). It is worth mentioning that Lala responded to the car in the prospectus.

Cargo Lala said that she is using the operating experience of existing vehicle rental and sales services to explore new business opportunities, such as the research and development of electric commercial vehicles. It is understood that as early as May 20021year, it was reported that Lala started a car-making project to realize the closed-loop logistics chain and the "digital intelligence" of cars, and began to recruit talents in new energy truck manufacturing, including experts in new energy truck products.

Shenzhen Municipal Bureau of Transportation: Adjusting the application conditions for incremental indicators of new energy vehicles

On April 4th, Shenzhen Municipal Bureau of Transportation issued the Notice on Adjusting the Application Conditions for Incremental Indicators of New Energy Vehicles to adjust the individual application conditions for Incremental Indicators of New Energy Vehicles in Shenzhen. Previously, in 20 19, the Shenzhen Municipal Transportation Commission, the Shenzhen Municipal Development and Reform Commission and other departments jointly issued the Detailed Rules for the Implementation of Incremental Regulation of Cars in Shenzhen, which mentioned that non-Shenzhen household registration personnel must hold a valid residence permit issued by Shenzhen and pay (excluding supplementary) basic medical insurance in Shenzhen for more than 24 consecutive months in the near future. Now it is changed to non-deep household registration personnel with valid Shenzhen residence permit to apply for incremental indicators of new energy vehicles (pure electric vehicles and hybrid vehicles), and they do not need to pay the basic medical insurance of this city for more than 24 consecutive months.

The first 7-nanometer SoC chip in China is mass-produced, and the competition of independent chips is going to the "high-end bureau"

Recently, Hubei Xinqing Technology Co., Ltd. (hereinafter referred to as "Xinqing Technology") held a mass production conference, officially announcing the mass production supply of China's first 7-nanometer vehicle-mounted SoC chip "Longying No.1". At the same time, a number of domestic models equipped with "Longying No.1" will be launched in the middle of this year.

In the field of vehicle-mounted intelligent cockpit chips, 7nm technology represents the leading level of the current industry, which has always been a shortcoming of the domestic automobile industry. The first mass production of "Longying No.1" achieved a technological breakthrough in the field of domestic high-end automotive chips.

The detailed rules of American electric vehicle tax credit are released, and the battery supply chain has begun to take shape.

Recently, the Biden administration issued detailed rules (near the final version) on how companies and consumers can take advantage of hundreds of billions of dollars in tax relief for electric vehicles in the United States, aiming at stimulating the rise of the battery industry of electric vehicles. But companies including Ford and Tesla have revealed an American-centered industrial form before the rules were issued.

In February this year, Ford reached an agreement with Contemporary Ampere Technology Co., Ltd. to produce electric vehicle batteries in Michigan. In addition, according to people familiar with the matter, in recent days, Tesla told the US government that it was seeking similar cooperation with Contemporary Amperex Technology Co., Ltd.. According to informed sources, the US government is not opposed to Tesla's plan and may get some US tax breaks. Ford and Tesla proved that the production of batteries cannot be completely separated from China for a long time. These automakers are actually proposing that China companies play a huge but low-key role. Their vision and Biden's actions will be to build a huge battery manufacturing industry in the United States and extend it to Europe, Japan and South Korea, and possibly Indonesia and Argentina.

Lenovo: In March, the sales of new energy passenger cars increased by 30% year-on-year.

A few days ago, the Association released the forecast of passenger car sales in March. In March, the wholesale sales volume of federal new energy passenger car manufacturers was 600,000 vehicles, up 20% from the previous month and 30% from the same period last year. It is estimated that the sales volume of new energy vehicle manufacturers in the first quarter will be 6.5438+0.48 million, up by 25% year-on-year, and new energy passenger cars will basically get off to a good start in the first quarter.

The Federation mentioned that after the beginning of 2023, the new energy subsidy policy resumed as scheduled, and the Spring Festival holiday was advanced to 65438+ 10, so the national new energy passenger car market sales dropped sharply in 65438+ 10, and gradually picked up steadily in February. In March, although the national new energy passenger car market was disturbed by the promotion tide of fuel vehicles, it still maintained a warming trend. With the recent obvious price reduction trend of lithium carbonate, some manufacturers took the initiative to slow down production and sales in the first quarter to achieve cost reduction at the production end.

February global power battery list: BYD's market share increased by over 7%, ranking second.

According to statistics of SNE Research Company, a Korean market research organization, in February 2023, the installed capacity of global power batteries was 42.2GWh, up 27.9% from the previous month and 62.9% from the same period last year.

There are still six China companies in the world's TOP 10 power battery installation, and their market share still accounts for half of the country, up by 9 percentage points to 62% year-on-year. In February, Contemporary Ampere Technology Co., Ltd. ranked first with the installed capacity of 14.3GWh, and BYD ranked second with the installed capacity of 7.9GWh, 2.2GWh ahead of LG New Energy. The installed capacity of SK On rose by over 70% month-on-month, surpassing Samsung SDI to rank among the top five, while Zhongchuang Singapore Airlines, Guo Xuan Hi-Tech, Yiwei Lithium Energy and Xinwangda ranked 7th, 8th, 9th and 10 respectively. Due to the continuous decline in sales of Great Wall Motor, Honeycomb Energy has not been listed since last September.

Independent repairers have not yet entered new energy sources, and the maintenance cost of pure electricity is nearly 50% lower than that of fuel vehicles.

Recently, zhangyan Hua, president of China Automobile Maintenance Industry Association, said that the after-sales service of electric vehicles is in its infancy compared with the mature after-sales service system of traditional fuel vehicles. At present, independent repairers basically do not participate in the competition of new energy vehicle maintenance market, and the maintenance cost of pure electric vehicles is 40%-50% lower than that of fuel vehicles.

Zhang Yanhua pointed out that there are 380,000 domestic maintenance enterprises. Among them, there are less than 30,000 4S stores, but the number of stores with less than 10% accounts for most of the maintenance industry, reaching 70% at most. With the implementation of the national anti-monopoly policy, the market share of 4S stores has dropped to 40%, and most of them are 300,000 unauthorized independent after-sales enterprises. However, in the face of the large-scale application of intelligent electric vehicles, socialized independent repairers basically did not participate in the competition in the automobile maintenance market, especially the maintenance of key components. Compared with fuel vehicles, the operation content and technical process of electric vehicle maintenance have undergone essential changes. Zhang Yanhua predicted that the profit level of electric vehicle maintenance will be reduced, and the demand for skilled personnel for electric vehicle maintenance will be higher.

The "price melee" was less than expected, and the retail sales of passenger cars in March were flat year-on-year

On April 6th, official website Passenger Car Federation announced that according to preliminary statistics, in March 1-3 1, the domestic passenger car market retail volume was15.96 million, which was flat year-on-year and increased by 17% compared with last month. Factory wholesale volume 1.955 million vehicles, up 7% year-on-year and 22% quarter-on-quarter. "From the first four weeks of March, the conversion rate of terminal passenger flow is not high, consumers are in a wait-and-see mood, and the overall demand is weak." According to the Federation.

Judging from the above data, a wave of "price war" in the domestic auto market in March did not bring obvious rise to the domestic auto market. It is worth noting that although the current "price war" in the auto market has brought more negative effects, it will not have a substantial impact on the trend of the domestic new energy auto market. Cui Dongshu, Secretary-General of Passenger Car Association, predicts that there will be 8.5 million new energy passenger cars in China in 2023, up about 30% year-on-year. China's automobile production and sales volume is expected to exceed 40 million in the future.

t？ Rheinland and TUHU have introduced tire performance evaluation and certification systems.

T recently? V Rheinland and Hutu Automobile Maintenance held a certification ceremony in Shanghai, and awarded China-mark (China logo) certification to 15 products of well-known tire brands at home and abroad. Tire performance evaluation and certification system is based on the insight of consumers' individual needs, combined with T? V Rheinland's professional experience in the field of tire testing and certification covers six major performances that consumers are most concerned about: brake safety, fuel saving, mute, shock absorption, handling and firmness. Based on standardized evaluation rules, the weights of various performance evaluation indexes are established to objectively and fairly test tire performance from different dimensions.

In this project, t? V Rhein strictly follows himself.

This article comes from the author's auto parts circle and the copyright belongs to the author. Please contact the author in any form. The content only represents the author's point of view and has nothing to do with the car reform.