一财EV观察|新能源车企促销抢订单!年底购车可便宜1-2万元;A股造车新势力盈亏两重天,未来销售行情或这样走

资讯 2024-06-18 阅读:95 评论:0
中央财办:继续实施免征车辆购置税政策 Central Finance Office: continue to implement the policy of exempting vehicles from the tax on their...
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中央财办:继续实施免征车辆购置税政策

Central Finance Office: continue to implement the policy of exempting vehicles from the tax on their acquisition

中央财办有关负责同志就中央经济工作会议精神和当前经济热点问题作深入解读,在提及有效稳定消费增长时表示,针对汽车等领域存在的一些限制性措施,要完善消费政策,支持新能源汽车等消费,如继续实施免征车辆购置税政策,推动汽车消费由购买管理向使用管理转变。

Referring to the spirit of the Central Economic Working Conference and the current economic hotspots, which were interpreted in depth by the Central Financial Office, some restrictive measures in areas such as automobiles were needed to improve consumption policies and support consumption such as new energy vehicles, such as continuing the policy of exemption from vehicle purchase taxes and promoting a shift in car consumption from acquisition to use management.

四川:大力推广新能源汽车 “十四五”期间充电基础设施保有量突破20万根

Sichuan: aggressive promotion of new energy vehicles & & ldquao; 1454&rdquao; capping infrastructure in excess of 200,000

四川省发改委等部门印发《四川省电能替代推进方案(2022—2025年)》,其中提出,大力推广新能源汽车,逐步降低传统燃油汽车在新车产销和汽车保有量中的占比,推动政府机关、企事业单位、公共服务机构新增和更换的车辆优先使用新能源汽车,鼓励公交、出租、环卫、物流、景区等城市公共服务车辆逐步电动化替代。在城乡公共区域、高速公路、景区、居民小区等领域推进充电基础设施建设,“十四五”期间,充电基础设施保有量突破20万根,建成布局合理、运行高效、安全稳定的充电基础设施体系。(证券时报)

The Sichuan Ministry Alternative Energy Promotion Programme (2022— 2025) was issued by the Sichuan Provincial Development and Reform Commission, among others. It proposes to promote the promotion of new energy vehicles, gradually reducing the share of conventional fuel vehicles in new product sales and vehicle holdings, promoting the priority of new energy vehicles for new and replaced vehicles in government agencies, enterprises, public services, and encouraging the gradual electricization of public service vehicles such as public transport, rental, sanitation, logistics, landscape areas.

"国补"倒计时,新能源车企打响价格战,限时保价、促销抢订单不断

&quat; State Secretary & Quant; countdown, New Energy Cars fights price battles, time-limited premium, promotion and purchase orders keep

2023年,新能源汽车国家补贴将正式退出江湖,在这一契机下,各大车企纷纷推出了年底促销计划。据不完全统计,目前已经有比亚迪、特斯拉、广汽埃安、吉利、小鹏、问界、岚图、欧拉、长安深蓝、奔驰等超过10家车企“加入战场”,年底购车将比明年普遍便宜1-2万元。(证券时报)

In 2023, the new energy car state subsidy will officially withdraw from the river’s surface, and under this opportunity, major car companies will launch an end-of-year promotional program. According to incomplete statistics, there are now more than 10 car companies in Biade, Tesla, Huan-Ayan, Gilly, Peng, Chau-Tou, Ora, Long-Save Blue, Mercedes, etc. & ldquo; joining the battlefield & rdquo; and buying cars at the end of the year will generally be $12,000 cheaper than next year.

新一批免征车辆购置税的新能源汽车车型目录公布

工信部19日公告了免征车辆购置税的新能源汽车车型目录(第六十一批)。目录显示,纯电动汽车的乘用车部分,共有57款产品在列。包括长安福特Mustang Mach-E 长续航全驱版等在内的三款,上汽通用五菱旗下五菱缤果、五菱荣光EV,零跑汽车C01,东风小康风光MINIEV,奇瑞新能源QQ冰淇淋,以及北京奔驰旗下EQE 350 4MATIC等三款均在列。(新华财经)

On 19th, the Ministry of Trade and Finance announced a catalogue of new energy vehicles with no tax on the purchase of vehicles (sixty-first batch). The catalogue shows that there are 57 products listed in the passenger portion of a pure electric car. Three paragraphs, including a full-scale version of the Long Anfort Mustang Mach-E long-duration flight, are listed in the following sections: Mitsubishi, Mitsubishi Glory EV, Zero Car C01, SMNIEV, Chirre New Energy QQQ ice cream, and EQE 350 4MATIC under the Beijing Bending flag.

工信部公告新一批新能源汽车推广应用推荐车型目录

Ministry of Industry and Communications announces a recommended directory of new new energy vehicles for the promotion of the use of the vehicle

工业和信息化部19日公告了新能源汽车推广应用推荐车型目录(2022年第11批),显示符合产品技术要求的新能源车型中,新发布车型共260款,上汽通用、浙江吉利、零跑汽车均有多款产品在列。变更扩展车型中,符合产品技术要求的新能源车型共172款,奇瑞新能源、陕西汽车、重庆长安、比亚迪等在列。(新华财经)

On 19th, the Ministry of Industry and Informatization announced a catalogue of recommended models for the promotion of new energy vehicles (11th instalment, 2022), showing that out of the new types of vehicles that meet the technical requirements for products, 260 new models were issued, with a large number of products listed for the general purpose of gas, Zhejili, and running cars. In the extension model, 172 new types of energy vehicles met the technical requirements for products were introduced, with Chiré new sources of energy, Shaanxi, Chongqing, Biadi, etc.

【产业链】

[Industrial chain]

2022年动力电池企业既拼技术又拼产能,未来或迎动荡期

宁德时代对外投资逾百家企业,加快与车企深度捆绑

more than 100 firms investing abroad in the Ningd era, accelerating their deep binding with car companies

宁德时代的投资版图在不断扩大,在整车领域,除了奇瑞外,宁德时代还投资了多家造车新势力,包括爱驰汽车、阿维塔、哪吒和赛力斯。此外,宁德时代去年在北汽蓝谷55亿元定增中获配3亿元;去年8月,宁德时代又参与了吉利旗下新能源汽车品牌极氪的Pre-A轮融资。从去年开始,宁德时代对外投资的步伐就开始加快。企查查APP最新信息显示,宁德时代共对外投资企业115家。

In addition to Chirre, the Ninde era has invested in a number of new car-making forces, including Avisi, Avita, Hossa, and Cyrus. Moreover, the Ningde era received $300 million last year in a $5.5 billion mark-up in the North Gas Blue Valley; last August, the Ningde era was involved in the Pre-A wheel financing of the Gili brand of the new energy car. Since last year, the pace of outward investment in the Ningde era has accelerated.

宁德时代德国工厂顺利实现电芯生产

The German plant of the Nind era successfully achieved core production

12月21日,宁德时代在官微宣布,近日宁德时代位于德国图林根州的首个海外工厂如期实现锂离子电池电芯的量产。这批电芯通过了宁德时代全球产品需通过的所有测试,意味着宁德时代已具备对欧洲客户的本地生产及供货能力。

On December 21, the Ningde era announced that its first overseas plant in the state of Turingen, Germany, in recent days, was on track to produce a lithium ion cell core. The core passed all the tests required for the Ningde era global product, meaning that the Ningde era already had local production and supply capabilities for European clients.

小鹏汽车50亿成立动力电池公司,曾否认自研电池

5 billion pelican cars formed a power cell company that denied self-research batteries

天眼查App显示,近日,广州鹏悦动力电池有限公司成立,法定代表人为夏珩,注册资本50亿人民币,经营范围包括电池制造;电池零配件生产;汽车零部件及配件制造;智能车载设备制造;智能控制系统集成等。股东信息显示,该公司由广州鹏博汽车科技有限公司全资持股。此前媒体报道称小鹏汽车将自研电池提上议程,不过小鹏汽车回应称“没有的事”。

According to App, in recent days, Guangzhou Pinocchio Power Battery Ltd. has been set up with a statutory representative, who has registered capital of RMB 5 billion, covering battery manufacturing; battery spare parts production; car parts and accessories manufacturing; smart vehicle vehicle equipment manufacturing; and smart control systems integration. Shareholder information shows that the company is fully owned by Guangzhou Pinocchio Autotech.

理想成立多家能源服务公司

天眼查App显示,12月22日,车和家(温州)能源服务有限公司、车和家(承德)能源科技有限公司、车和家(邯郸)能源科技有限公司成立,法定代表人均为陈昊,经营范围均包括电力电子元器件销售、电池销售、新能源汽车换电设施销售、新能源原动设备销售等。股东信息显示,上述公司均由北京车和家能源服务有限公司全资持股。

On 22 December, Cars and Homes (Winzhou) Energy Services Ltd., Cars and Homes (Inde) Energy Technology Ltd., Cars and Homes (Inde) Energy Science and Technology Ltd., with statutory representation of Chen Shuu, all of which include the sale of electrical electronic components, battery sales, new energy vehicles for power, and new energy raw equipment sales. Shareholder information indicates that all of these companies are fully owned by the Beijing Cars and Home Energy Services Ltd.

小米汽车动力电池专利获授权

Automotive Batteries patented

天眼查App显示,近日,小米汽车科技有限公司“动力电池”专利获授权。该实用新型实施例的动力电池通过在每一排电芯的两侧均设置液冷板,从而每一排电芯都能通过两个液冷板冷却,冷却面积大,极大提高了冷却效率,提高了电池的使用寿命、安全性能及快充性能。

APP shows that recently, Mi Motors Technology Ltd. & ldquo; Power Battery & rdquo; Patents have been authorized. This new practical application power cell has been able to cool through two liquid panels by installing liquid cooling panels on both sides of each core, allowing each core to cool through a large cooling area that greatly improves cooling efficiency and improves battery useful life, safety and fast charge performance.

腾远钴业等入选新能源汽车废旧电池利用“白名单”

Use of used and end-of-life batteries in selected new energy vehicles, etc. & ldquao; White List & rdquao;

包括旺能环境、骆驼股份、腾远钴业等多家上市公司发布公告,透露公司或相关下属企业被列入工信部《符合<新能源汽车废旧动力蓄电池综合利用行业规范条件>企业名单(第四批)》。此外,名单中还出现包括宁德时代和广汽集团等多家巨头身影。机构预计,按照动力电池平均寿命5-6年测算,第一批商用新能源车用动力电池2022-2023年开始退役,预计2025年理论退役动力电池约为42.8万吨,30年将达到300.1万吨,按此测算,对应市场空间达到1485.33亿元。(中国基金报)

In addition, a large number of major players, such as the Ningde era and the Volkswagen Group, appear on the list. The Agency anticipates that the first generation of power cells for commercial new energy vehicles will be decommissioned in five to six years on the basis of an average life expectancy of the power cell, with approximately 42.8 million tons of theoretically decommissioned power cells expected in 2025 and 30.01 billion tons in 30 years.

欣旺达在浙江成立动力电池公司,注册资本5亿元

Hinwangda established a power cell company in Zhejiang with a registered capital of $500 million

天眼查App显示,12月16日,浙江欣旺达动力电池有限公司成立,法定代表人为向松岭,注册资本5亿元人民币,经营范围包括电池销售、电动汽车充电基础设施运营、智能输配电及控制设备销售、集中式快速充电站、新材料技术研发等。

On 16 December, the Zhejiang Shinwanda Power Battery Company Ltd. was established and its statutory representative was set up, with a registered capital of RMB 500 million, covering the sale of batteries, the operation of electric car recharge infrastructure, the sale of smart transmission and distribution and control equipment, centralized fast charge stations, the development of new materials technology, etc.

孚能科技与江铃集团新能源合作开发钠电池系统方案

Moose Technology and Energetic Development of Sodium Battery Systems Program

近日,孚能科技收到江西江铃集团新能源汽车有限公司“同意就EV3车型开展钠离子电池前期适配性预研工作”的通知。根据客户生产、销售计划,该应用钠离子产品车型将在2023年上市销售。(证券时报)

In recent days, Fulcan Technology has received notification from Jiangxi River Bell New Energy Motors Co. Ltd. & ldquo; has agreed to carry out pre-adaptation pre-composition work for sodium ion batteries on the EV3 model & rdquo; the application of the sodium ion product model will be marketed in 2023 according to the customer production and marketing plan. (System Times)

赣锋锂业回应碳酸锂价格回落

记者以投资人身份联系了赣锋锂业投资关系部门,对于碳酸锂价格回落对公司有何影响,相关人士称,肯定存在一部分影响,但是影响也没有那么大。(碳酸锂价格)跌只是跌了一点,没有跌太多。同时明年公司产能也会释放。上述人士还称,碳酸锂下跌主要是市场供需变化,一方面明年市场供给可能更多,另一方面,市场预计明年新能源汽车(销量)不会有那么高的增速,对碳酸锂等价格也会有影响。(21财经)

Journalists, as investors, have contacted the investment sector in the lithium industry, and how the fall in the price of lithium carbonate has affected the company, according to the sources, it must have had some, but not so much, impact. The fall in lithium carbonate prices was only a small one, and not too much. And the company’s capacity will be released next year. According to the same sources, the fall in lithium carbonate is mainly due to changes in market supply and demand, on the one hand it may be more available next year, and, on the other hand, the market does not expect that the new energy vehicle (distribution) will increase at that rate next year, and that it will also have an impact on the price of lithium carbonate, for example.

蔚来信息泄露被勒索225万美元

日前,蔚来在其APP上称,该公司收到外部邮件,对方声称拥有蔚来内部数据,并以泄露数据勒索225万美元等额比特币。蔚来首席信息安全科学家、信息安全委员会负责人卢龙表示,经初步调查,被窃取数据为2021年8月之前的部分用户基本信息和车辆销售信息。事件发生后,对公司网络信息安全进行了排查与强化。蔚来董事长、CEO李斌致歉,表示会协同有关部门深入调查此次事件,对窃取和买卖此次事件相关数据的违法犯罪行为追查到底。

Earlier, on its APP, the company had received external mail, claiming that it had internal data and extorted $2.25 million in bitcoins from leaking data. The chief information security scientist and head of the information security committee, Lulong, stated that, following a preliminary investigation, the stolen data was part of the basic user and vehicle sales information prior to August 2021. Following the incident, the company’s network information security was checked and strengthened.

蔚来收购汇鼎保险经纪

We're here to buy the insurance broker.

近日,汇鼎保险经纪有限责任公司发生工商变更,原股东安徽省盛大爆破工程技术有限公司退出,新增安徽蔚来数据科技有限公司为股东并全资持股该公司。同时,汇鼎保险经纪有限责任公司法定代表人由孙牧变更为曲玉,高管人员均变更。(证券时报)

In recent days, a business change has taken place in the Société de l’écurité de l’insurance, with the withdrawal of the former shareholder, Shen Da Bombing Engineering Co. Ltd. of Anhui Province, and the addition of the company as shareholder and owner of the company. At the same time, the statutory representative of the Société de l’integré de présidentité de l’integration de l’integré de l’integré de l’integré de l’inte de l’integré de l’integration de l’integrès has been changed from Sun Pastor to Quixiang, and the senior executives have changed.

特斯拉美国官网推出12月限时优惠

市场监管总局网站消息,日前,克莱斯勒(中国)汽车销售有限公司向国家市场监督管理总局备案了召回计划。决定自即日起,召回2017年8月26日至2017年9月11日期间生产的部分进口大捷龙3.6L插电混动版汽车,共计711辆。

According to the website of the Directorate-General of Market Supervision, Chrysler (China) Automotive Marketing Limited has recently filed a recall plan with the Directorate-General of National Market Supervision.

本周,共有一款新能源车上市,具体参数配置如下图:

This week, there was a new energy vehicle, with specific parameters configured as follows:

 

比亚迪执行副总裁:将于2023年1月5日发布仰望品牌及首款车型

Executive Vice-President of Biadi: will be launched on 5 January 2023.

比亚迪集团执行副总裁廉玉波在2022 年APEC中小企业工商论坛上表示,将在1月5日正式发布仰望及首款产品。继此前公布品牌标识之后,比亚迪官方又发布了仰望品牌首款车型的预告图。(IT之家)

At the 2022 APEC Business and Industry Forum for Small and Medium Enterprises, the Executive Vice-President of the Biade Group said that lookout and start-up products would be officially released on 5 January. Following the previous publication of the brand logo, Biadey’s official government published a preview of the first model of the brand.

【机构分析】

[Institutional analysis]

A股新能源车企盈亏两重天,分析称规模差异是主要原因

A share of new energy vehicles with two days of gain and loss, analysing that differences in size are the main reason

近日,新能源造车新势力发布三季报,清一色亏损引发市场关注。但A股市场新能源车企面临的却是盈亏两重天。巨丰投顾高级投资顾问侯贤平认为,造成新能源车企净利润差异主要的原因还是规模差异。预计政策会在补贴和汽车购置税减免方面给予支持,再加上多家新能源车为了年底冲刺,也给出了打折优惠,预计新能源车会出现一波翘尾销售行情。

According to the Senior Investment Adviser, Xianping, the main reason for the difference in net profits for new energy vehicles is also the difference in size. Policy support is expected in terms of subsidies and tax relief for vehicle purchases, coupled with discounts for several new energy vehicles to hit the end of the year.

中银国际:新能源汽车行业投资机会将切换为技术和成本驱动的结构性机会

Sino-Chinese International: Investment opportunities in the new energy automobile industry will switch to technology- and cost-driven structural opportunities

中银国际指出,新能源汽车行业持续高景气发展,销量预计创历史新高,投资机会将由总量驱动切换为技术和成本驱动的结构性机会。在行业总产能存在过剩的情况下,整体增量仍然可期,技术红利期仍在,需要关注下游客户定点、企业自身技术优势和成本管控能力。动力电池降本和新技术成为主题,中游材料成本控制、客户绑定和技术创新成为竞争关键。推荐宁德时代、亿纬锂能、国轩高科、欣旺达、当升科技、容百科技、德方纳米、厦钨新能、华友钴业、璞泰来、中科电气、翔丰华、恩捷股份、星源材质、天赐材料、新宙邦、嘉元科技等。

China and China have pointed out that the new energy automobile industry continues to grow at an all-time high and that sales are expected to be at an all-time high, and that investment opportunities will be shifted from aggregate-driven to technological and cost-driven structural opportunities. In the case of excess aggregate production capacity in the industry, the overall increment is still viable, and the technology dividend is still in place, requiring attention to downstream customer targeting, the enterprise’s own technological advantages and cost-control capabilities. Power cell drops and new technologies are the subject of competition, with middle- and middle-level material cost control, customer binding and technological innovation being the key.

【公司公告】

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