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China Electric eMobility eV Huawei JAC

Huawei, JAC partner to target ultra-luxury pure electric vehicle market, report says

and JAC will jointly build models targeting the ultra-high-end luxury pure electric vehicle market with a price range of around RMB 800,000-1 million, according to local media.

(Image credit: CnEVPost)

Huawei will reportedly partner with 's vehicle OEM JAC Motors to target a market priced up to RMB 1 million ($146,000), after the tech giant partnered with Seres Group to target the mainstream premium market.

Huawei and JAC will jointly build models targeting the ultra-high-end luxury pure electric vehicle market, with a price range of around RMB 800,000-1 million, local media outlet 36kr reported today.

In the electric car era, JAC's better-known identity is as an OEM for NIO. However, in its partnership with NIO, JAC only provides the factory and vehicle building qualifications, and is not involved in vehicle development or manufacturing, the report noted.

In its partnership with Huawei, JAC intends to learn from the tech giant's engineering development system, thus opening up a more flexible cooperation space to it, according to the report.

Huawei will be involved in the development of the project's vehicles, electrical and electronic architecture, and core systems, the JAC is very enthusiastic in the cooperation, the report said, citing a source familiar with the matter.

"JAC is already learning from Huawei's management model, and even the vehicle development is following the IPD process," the person familiar with the matter said.

The site of the Huawei-JAC car-making project is located in the JAC Xingang Industrial Park in Feixi county, Hefei, Anhui province, with a total investment of about 2.6 billion yuan and is expected to be completed early next year, according to a previous tender document..

After the project is completed, it can produce B to D+ class vehicles, including Sedan, SUV, MPV, Crossover and Sporty models, with an annual capacity of 300,000 units, according to the document.

In the automotive industry, Huawei's most important current partner is Seres Group, which was previously known as Chongqing Sokon.

Huawei officially announced on April 20, 2021 that it will start selling cars in its flagship stores, with the first model being the Seres SF5 SUV, which uses extended-range technology similar to that used in the models.

On December 2, 2021, Seres and Huawei jointly launched a premium new energy vehicle (NEV) brand called AITO, followed by the M5 EREV (extended-range electric vehicle), M5 BEV (battery electric vehicle) and M7 EREV.

On November 7 last year, a Huawei executive said the company aims to make AITO a global premium smart electric vehicle brand within three years.

On February 25, Seres and Huawei signed an agreement to deepen their joint business, and the two will jointly launch a new vehicle platform, the first flagship model of which is scheduled for release in 2023.

Seres unveiled aggressive plans at the time, saying the joint business aims to see annual production and sales of both NEVs reach 1 million units by 2026.

(1 $= RMB 6.8482)

Seres, Huawei sign deal on joint business, aim to sell 1 million NEVs by 2026

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Auto Show China Electric eMobility eV Nio

Shanghai auto show: Complete map about exhibitors’ booths

, XPeng, and 's booths were all in Hall 6.1, was in Hall 7.1, and Tesla is absent.

The organizers of the upcoming Auto Shanghai 2023, which will start on April 18, have announced the booth locations of all exhibitors.

We start this post with a table showing the booth locations of the major car companies and follow it with a full floor plan of the halls.

Specifically, NIO's booth is 6A01 in Hall 6.1, XPeng is 6A08 in Hall 6.1, and Li Auto is 6A04 in Hall 6.1.

BYD is at 7A06 in Hall 7.1, and its Yangwang brand is at 8A05 in Hall 8.1.

The absence of Tesla in these maps means it will not be at the Shanghai auto show.

Tesla attended the last Shanghai auto show two years ago, but entered the spotlight then because of a female owner's protest on the roof of a car. Since then, Tesla has not participated in any auto shows in China.

The Shanghai auto show will be held at the National Exhibition and Convention Center from April 18 - 27, where April 18 - 19 will be the media days, April 20 - 21 will be the professional visitors' days, and the general public will be able to enter and visit from April 22 - 27.

Major exhibitors at Shanghai auto show 2023

HallBoothExhibitor
Hall 33A01Chevrolet
Hall 33A02Buick
Hall 33A03SAIC Maxus
Hall 33A04IM Motors
Hall 33A05SAIC Audi
Hall 33A06Cadillac
Hall 33A07SAIC Volkswagen
Hall 33A08MG
Hall 33A09Rising Auto
Hall 33A10Roewe
Hall 4.14A01Smart
Hall 4.14A02Volvo
Hall 4.14A03Denza
Hall 4.14A04Hyundai & Beijing Hyundai
Hall 4.14A05Jiangling
Hall 4.14A06Shenlan
Hall 4.14A07Mercedes Benz
Hall 4.14A08Arcfox
Hall 4.14A09BAIC Group
Hall 4.14A10Dayun New Energy
Hall 4.14A11Skyworth Auto
Hall 4.14A13Visteon
Hall 5.15A01Hongqi
Hall 5.15A02Volkswagen
Hall 5.15A03Changan Mazda
Hall 5.15A04Toyota Boshoku
Hall 5.15A05Jetta
Hall 5.15A06Audi
Hall 5.15A07Geely
Hall 5.15A08China Mobile
Hall 5.15A09Unity China
Hall 5.15A10SenseAuto
Hall 6.16A01NIO
Hall 6.16A02AITO
Hall 6.16A03Lynk & Co
Hall 6.16A04Li Auto
Hall 6.16A05
Hall 6.16A07
Hall 6.16A08XPeng
Hall 6.16A09Ecarx
Hall 6.16A10Hycan
Hall 6.16A11
Hall 6.16A12Innovusion
Hall 6.16A13FinDreams
Hall 7.17A01Mini
Hall 7.17A02BMW
Hall 7.17A03HiPhi
Hall 7.17A04Yuanhang
Hall 7.17A05Haval & Great Wall Cannon
Hall 7.17A06BYD Auto
Hall 7.17A07
Hall 7.17A08Baidu Apollo
Hall 7.17A09Bosch
Hall 7.17A10Brabus
Hall 6.26B01Dongfeng M Hero
Hall 6.26B02Jaguar Land Rover
Hall 6.26B03Lexus
Hall 6.26B04Voyah
Hall 6.26B05Tank & Wey
Hall 6.26B06Genesis
Hall 6.26B07Polestar
Hall 6.26B08Volvo
Hall 6.26B09Avatr
Hall 6.26B10Lincoln
Hall 6.26B12Horizon Robotics
Hall 7.27B01Nissan
Hall 7.27B02Dongfeng Motor
Hall 7.27B03iCAR
Hall 7.27B04Honda
Hall 7.27B05Fujian Benz
Hall 7.27B06JAC Group
Hall 7.27B07
Hall 7.27B08Dongfeng Citroen
Hall 7.27B09Jetour
Hall 7.27B10Chery
Hall 7.27B11Exeed
Hall 7.27B12Dongfeng Peugeot
Hall 8.18A01Ducati
Hall 8.18A02Mansory
Hall 8.18A03Bentley
Hall 8.18A04Lorinser
Hall 8.18A05Yangwang
Hall 8.18A06Honda Motorcycle
Hall 8.18A07Porsche
Hall 8.18A08Horwin
Hall 8.18A09Vulcanus
Hall 8.18A10AM
Hall 8.18A11Auxun/Lumma
Hall 8.18A12Shenzer
Hall 8.18A13Zhejiang Carlsson
Hall 8.18A14Juntian
Hall 8.18A15Kafu
Hall 8.18A16Jinghang
Hall 8.18A17Harley-Davidson
Hall 8.18A18Armadillo
Hall 8.18A19Cyberspace
Hall 8.18A20Maserati
Hall 8.18A21Lamborghini
Hall 8.18A22Karlmann
Hall 8.18A23Kede
Hall 8.18A24Rolls-Royce Motor Cars
Hall 8.18A25Lotus
Hall 8.18A26Bufite
Hall 8.28B01Subaru
Hall 8.28B02FAW Bestune
Hall 8.28B03Changan
Hall 8.28B04Ford Motor
Hall 8.28B05
Hall 8.28B06GAC Trumpchi
Hall 8.28B07
Hall 8.28B08Toyota
Hall 8.28B09Livan
Hall 8.28B10Kia
Hall 8.28B12Black Sesame

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Battery Swap China Electric eMobility eV Nio William Li

NIO’s battery swap network open to other brands, just like cloud service, says William Li

's battery swap stations are well adapted and the time has come to offer output to other brands, according to Li.  |  NIO US | NIO HK | NIO SG

(Image credit: CnEVPost)

The man at the helm of NIO (NYSE: NIO) reiterated that the company's battery swap stations network is open to other brands, and compared the service to a cloud service.

NIO wants other companies to share and build battery swap infrastructure with it, said William Li, the company's founder, chairman and CEO.

Li mentioned this during a media group interview on April 1 during the China EV 100 Forum, saying that there have been discussions between other car companies and NIO on the matter, according to a report today by local media outlet The Paper.

"I met with several company executives today and they asked me how we could work together, and we're open to that," he said.

With 80 percent of the power provided by NIO's charging stations being used by other brands of electric vehicles, it's feasible for the company to offer battery swap services to other car companies, he said, adding that it's just that other automakers would need to design vehicle chassis based on the specifications of NIO's battery packs.

NIO's battery swap stations have a reasonable degree of adaptability, and the time has come to provide output to the outside, Li said.

He said the company calls its battery swap model "battery as a service (BaaS)", an innovation that can be understood through the lens of cloud services.

Cloud services around the world, whether they are offered by Microsoft, Google and Amazon in the United States or Alibaba, Tencent and in China, they all have one thing in common: The companies themselves are the primary users.

"You certainly can't achieve this kind of service if you're not the biggest user yourself," he said.

On top of being available for their own use, such systems need to be open, and the hardware interfaces, software interfaces, and operational interfaces all need to be complete, said Li.

NIO's battery swap stations are being offered for two generations of vehicle platforms and have supported six models so far, including models from 2018 to 2023.

"I think it's very well adapted and the internal interfaces are very mature," Li said, adding, "We feel that the time has come for it to provide output to the outside world, and we are very willing to explore that with our peers."

It's a bit like Amazon's cloud service, which requires the company to sort out internally the timeline for offering the service externally, he said.

However, Li also noted that, like the time it takes to migrate when using new cloud services, the matter of NIO's battery swap service being available to other brands requires peers to work together to plan ahead before it can be realized in two or three years.

NIO aims for swap stations to serve partly as showrooms in underdeveloped cities

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China Electric eMobility eV Industry News Landian Landian E5 Seres

Seres unveils new NEV brand Landian and 1st model E5 with BYD, Huawei technology

The Landian E5 is a mid-size plug-in hybrid SUV with a starting price of RMB 139,900.

Chinese tech giant 's key partner in the automotive sector, Seres Group, has launched another new energy vehicle (NEV) brand to increase its bets in the sector.

Seres today officially unveiled the Landian (蓝电) brand and made its first model, the plug-in hybrid E5, available with technology from Huawei and , according to an online launch event.

Landian literally means blue electricity in Chinese. The brand is positioned as a builder of the Internet of Everything ecosystem in the "E era", where the letter E refers to Electric.

By 2023, the Landian brand will build 340 experience stores and 160 delivery centers, Seres said.

The Landian E5 is a mid-size SUV, available in five- and seven-seat versions. It measures 4,760 mm in length, 1,865 mm in width and 1,710 mm in height, and has a wheelbase of 2,785 mm.

The car is available in two versions with starting prices of RMB 139,900 ($20,330) and RMB 151,900 respectively.

The Landian E5 is powered by Seres' DE-i electric drive platform, which uses the F31A 1.5L PHEV-specific engine and DHT300 electric hybrid system from BYD's FinDreams Power.

The engine has a maximum power of 81 kW and a maximum torque of 135 Nm, while the electric motor has a maximum power of 130 kW and a maximum torque of 300 Nm. It can accelerate from 0 to 100 km/h in 7.4 seconds.

The car has an NEDC range of 100 km, 110 km on battery power and a combined WLTC range of 1,150 km on full fuel and full charge.

The Landian E5 is equipped with Huawei's HiCar 3.0 system, a lite version of HarmonyOS for cars, but supports features including seamless connectivity with cell phones.

Chongqing-based Seres Group was renamed from Chongqing Sokon Industrial Group in July 2022. It is Huawei's most important partner in the automotive industry to date.

Huawei announced on April 20, 2021 that the company officially started selling cars, with the Seres SF5 from the Seres Group's Seres brand being the first model to enter its channels.

The Seres brand announced the launch of a premium NEV brand called AITO with Huawei on December 2, 2021, and has already launched models including the M5 and M7.

Seres Group sold 12,773 vehicles in February, including 6,577 NEVs, according to figures it announced earlier this month.

On February 25, the Seres brand and Huawei signed an agreement on deepening their joint business, which will see the two jointly launch a new vehicle platform, the first flagship model of which is scheduled for release in 2023.

Seres unveiled aggressive plans at the time, saying the joint business aims to see annual sales of NEVs reach 1 million units by 2026.

($1 = RMB 6.8813)

Seres, Huawei sign deal on joint business, aim to sell 1 million NEVs by 2026

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CATL China Electric eMobility eV Li Auto Lithium Lithium Carbonate Lithium Prices Nio Zeekr

CATL to reach new price agreement with automakers as soon as end of Mar, report says

The price of lithium, a raw material for batteries, has accelerated its decline, with industrial-grade lithium carbonate falling RMB 7,500 per ton to RMB 302,500 per ton today.

New price agreements between Chinese power battery giant and some local automakers are expected to be reached this month, at a time when battery raw material prices continue to fall.

CATL's lithium rebate policy is progressing steadily, and it is now at the practical stage of signing agreements with some car companies, local media Cailian said today, citing sources close to the battery maker.

These agreements are expected to be reached by the end of this month at the earliest, the source said.

CATL's plan was first reported on February 17 by local media outlet 36kr, which said it is not aimed at all customers, but rather at several strategic customers, including (NYSE: NIO), (NASDAQ: LI), and .

The core terms of the partnership include that CATL will settle a portion of the price of power battery supply with car companies at a rate of RMB 200,000 ($28,970) per ton of lithium carbonate for the next three years.

At the same time, car companies signing the partnership will be required to commit about 80 percent of their battery purchases to CATL, according to the report.

CATL management first acknowledged the move during the company's earnings call on March 9.

CATL's lithium sharing plan is not for the purpose of lowering prices, but rather the company already has some mineral resources and does not want to reap windfall profits, its management said.

CATL wants to be able to share with long-term strategic customers and is moving forward with communications to that end, the company said.

Prior to that, Li Auto and NIO both said that they had ongoing discussions with CATL when asked about the topic in their respective earnings calls.

CATL's move comes as lithium carbonate has been falling for months.

Today's quotes for industrial-grade lithium carbonate and battery-grade lithium carbonate in China were both down RMB 7,500 per ton, with the latest average prices at RMB302,500 per ton and RMB 340,000 per ton, respectively, according to My Steel.

($1 = RMB 6.9040)

CATL confirms it's negotiating new prices with EV makers

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CATL China Electric eMobility eV Li Auto Lithium Lithium Prices Nio Zeekr

CATL confirms it’s negotiating new prices with EV makers

's lithium sharing program is not for price reduction purposes, but rather the company already owns some mineral resources and doesn't want to reap windfall profits, its management said.

Last month it was reported that CATL was pushing a lithium rebate program to electric vehicle (EV) makers to drive down the cost of battery purchases for a handful of customers. Now, for the first time, the power battery giant has acknowledged the move.

CATL's lithium-sharing program is not for the purpose of lowering prices, but rather the company already owns some mineral resources and doesn't want to reap windfall profits, its management said Thursday.

The company released its 2022 annual report Thursday and held an investor call afterward in which its management made those comments, according to a meeting minutes it released today.

CATL hopes to be able to share with long-term strategic customers and is moving forward with relevant communications, the company said.

On February 17, local media outlet 36kr first reported on CATL's plan, saying it was not for all customers, but for several strategic customers including (NYSE: NIO), (NASDAQ: LI), and .

The core terms of the partnership include that CATL will settle a portion of the price of power battery supply with car companies at a rate of RMB 200,000 ($28,720) per ton of lithium carbonate for the next three years.

At the same time, automakers signing the partnership will be required to commit about 80 percent of their battery purchases to CATL, according to the report.

CATL did not confirm the report at the time, though Li Auto and NIO both mentioned the program in their respective subsequent earnings calls.

In response to the rumored new pricing arrangement, Li Auto and CATL were in negotiations, the EV maker said during an analyst call following the February 27 announcement of its fourth-quarter earnings.

Whether it's lithium price concessions or battery prices linked to raw materials, it would be good news if battery prices could be brought back to a rational range, Li Auto's management said.

Asked about the topic during a conference call on March 1, NIO's management said the company is also in the process of discussions with CATL.

"Of course, we will maintain a long-term strategic relationship with CATL, and we are discussing some new pricing mechanisms with them," said William Li, NIO founder, chairman and CEO.

Battery makers also recognize that they must share the price volatility of battery materials with car companies, Li said at the time.

Back at CATL, the company's annual report, released yesterday, showed it posted a 39 percent quarter-on-quarter increase in net profit in the fourth quarter and further improved gross margins to 22.57 percent.

CATL's management, when asked about the lithium industry overhaul in Yichun, Jiangxi, said it had essentially no impact on the company, and its projects there are moving forward as planned.

The overhaul is mainly aimed at correcting the chaos in local lithium mining, which is beneficial to compliant companies in the long run, CATL's management said.

In Yichun, nicknamed the "lithium capital of Asia," local lithium miners have shut down production for an industry-wide overhaul, Yicai reported on February 26.

Analysts fear that this may bring disruption to the lithium supply, thus halting the downward trend in lithium prices. But such fears have not materialized.

Lithium carbonate prices have continued to fall over the past two weeks, with battery-grade lithium carbonate falling to RMB 367,000 per ton on March 9 and industrial-grade lithium carbonate falling to RMB 332,500 per ton, both one-year lows.

($1 = RMB6.9643)

CATL reportedly cutting battery costs significantly for some clients including NIO, Li Auto

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