GuShiio.com ① The Passenger Federation Branch estimates that the wholesale sales of new energy passenger vehicle manufacturers nationwide in January will be 900,000 units, a year-on-year increase of 31%.
② According to data from the General Administration of Customs compiled by China Automobile Manufacturers Association, the cumulative export value of auto parts and components products in 2024 will reach US$105.61 billion, a year-on-year increase of 6.8%.
③ Black Sesame Intelligent: The company’s chips have been adopted by BYD and have been mass-produced and shipped.
Passenger Union Branch: It is estimated that the wholesale sales of new energy passenger vehicle manufacturers nationwide in January will increase by 31% year-on-year
On February 7, the Passenger Federation Branch released data showing that Tesla’s wholesale sales of new energy passenger vehicles in China in January are estimated to be 63238 units, a year-on-year decrease of 11.5% and a month-on-month decrease of 32.6%. Based on monthly preliminary data, it is comprehensively estimated that the wholesale sales of new energy passenger vehicle manufacturers nationwide in January will be 900,000 units, a year-on-year increase of 31% in January 2024 and a month-on-month decrease of 40%.
Passenger Union Branch: As various policies and measures to expand consumption continue to be effective, automobile market consumption is gradually picking up.
China Automobile Association: The cumulative export value of auto parts and components products in 2024 will reach US$105.61 billion, a year-on-year increase of 6.8%
On February 7, according to data from the General Administration of Customs compiled by China Automobile Manufacturers Association, in December 2024, the import value of auto parts products reached US$2.14 billion, a month-on-month decrease of 16.6% and a year-on-year decrease of 29.1%. From January to December 2024, the import value of auto parts products was US$29.44 billion, a year-on-year decrease of 1.4%. In December 2024, the export value of auto parts products reached US$9.78 billion, a month-on-month increase of 11.2% and a year-on-year increase of 16.1%. From January to December 2024, the cumulative export value of auto parts products reached US$105.61 billion, a year-on-year increase of 6.8%.
Cailian Automobile: my country’s auto parts industry has been deeply integrated into the global supply chain system and has become one of the important production and supply bases.
GAC Group: Car sales in January 2025 fell by 25.41% year-on-year
On February 7, GAC Group announced that the company’s automobile production in January 2025 was 116,345 units, a year-on-year decrease of 26.13%; automobile sales in January were 98,437 units, a year-on-year decrease of 25.41%.
Cailian Automobile: GAC Group sold less than 100,000 vehicles in January.
Black Sesame Intelligent: The company’s chips have been adopted by BYD and have been mass-produced and shipped
On February 7, in response to market news that “BYD has adopted a designated autonomous driving computing chip for Black Sesame smart cars and the model is BYD’s Tengshi brand”, Black Sesame Intelligent responded that “Black Sesame Intelligent chips have been adopted by BYD and have achieved mass production and shipment, so the specific details are inconvenient to disclose.” Affected by this, Hong Kong stocks Black Sesame Smart’s intraday gain exceeded 50%.
Cailian Automobile: BYD’s smart driving concept stocks ushered in a strong pull.
Lantu Zhiyin AI intelligent cockpit will be deeply integrated with DeepSeek
On February 7, Lantu Automobile announced that it had completed deep integration with DeepSeek models, and Lantu Zhiyin will become the first mass production model in the automotive industry to integrate DeepSeek. The new Lantu Dreamers will also be launched simultaneously. Previously, the Lantu Xiaoyao cockpit has completed the access and deployment of a full range of DeepSeek models. Starting from February 14, Lantu Zhiyin users will be able to update their experience through OTA, and Lantu will gradually activate more capabilities of DeepSeek in the future.
Cailian Automobile: Driven by AI, the “new competition” for smart cockpits is about to kick off.
Lei Jun said he is studying increasing Xiaomi’s automobile production capacity
On February 7, Lei Jun, chairman of Xiaomi Group, said on his personal Weibo,”I am in the R & D center of the automobile factory, and there is a painting workshop outside the window. Today, my manufacturing classmates and I will seriously discuss how to further improve production while ensuring quality and production safety!”
Cailian Automobile: Production capacity issues remain the biggest obstacle affecting Xiaomi Automobile’s delivery experience.
Ford China CEO Wu Shengbo will also manage Ford Motor International Markets Group business
On February 7, Ford Motor Company announced that Wu Shengbo, current vice president of Ford Motor Company and president and CEO of Ford China, will also manage the Ford Motor International Markets Group (IMG) business based on the existing scope of responsibilities. Jeff Marentic, head of Ford Motor International Markets Group, will report to Wu Shengbo.
Cailian Automobile: Under the leadership of Wu Shengbo, Ford’s China business successfully turned a profit in a short period of time.
(Compiled/commented by Cailian reporter Xu Hao)
