November electric vehicle delivery report: BYD's electric vehicle sales exceeded 0.5 million, Xiaopeng broke through 0.03 million for the first time, and Chongqing Sokon Industry Group Stock saw a year-on-year sales growth of 54.58%.
Last month, the delivery volume of the Xiaomi SU7 continued to exceed 20,000 units, and Xiaomi expressed confidence in achieving the new delivery target of over 130,000 units for the year.
Hefei issued 44 million yuan in consumer vouchers and Ideal launched a zero-interest financial plan. Local governments and car companies are competing for the year-end "consumption wave".
① On November 29, according to the Hefei Municipal Bureau of Commerce, from November 29 to December 8, 2024, new consumer vouchers for autos will be issued in Hefei, totaling 44 million yuan. ② On the same day, Li Auto announced a limited-time 0% interest policy until the end of the year. From now until December 31, users purchasing the Li L-series and Li MEGA can enjoy a minimum down payment financing plan with 0% interest for 3 years.
Solid state batteries accelerate the reshaping of the lithium battery industry chain, eVTOL manufacturers call for breakthroughs in materials end | Focus on.
1. The contact mode between the solid state battery electrolyte and the active material has changed from solid-liquid contact to solid-solid contact, leading to a series of changes, including the attention to dry process technology and the corresponding equipment manufacturers are also iterating; 2. Solid-state batteries still face challenges in terms of cost and mass production; 3. The application end of eVTOL in the emerging industry xinxingchanye has attracted attention, with ehang believing that the current battery material end is still the bottleneck.
The Battery Film Special Committee advocates: resist "involutionary" vicious competition. Listed companies respond: prices will definitely return to rational levels in the future.
① The Battery Film Specialized Committee of the China Plastics Processing Industry Association advocates that the battery separator industry should not engage in price wars or market share disputes; ② Shenzhen Senior Technology Material stated that currently many small manufacturers are selling at a loss, and prices will definitely return to a more rational state in the future.
The Xiaomi ceiling-level automatic parking also crashed.
Hold the safety bottom line.
Under the dual pressures of 'price wars' and electrification transformation, this year will see 4,000 4S stores close down. Traditional dealers are 'abandoning' rbob gasoline vehicles and embracing new energy.
① The deputy secretary-general of the China Automobile Dealers Association, Lang Xuehong, recently predicted that the number of 4S stores expected to withdraw from the market this year will reach 4,000. ② In the past year, more than 40 traditional luxury brand dealers have chosen to switch to Nio. ③ Zhongsheng Hldg announced that it has signed a preliminary agreement with Chongqing Sokon Industry Group Stock, and both parties agree to further negotiate on the cooperative distribution of new energy fund.