01 Week index 02 News of the week Huawei issued a statement not to build cars On May 24, Huawei issued the “Statement on Huawei Not Building Cars”, reiterating that the long-term strategy of not building cars has been determined since 2018, and there has been no change. Huawei said that it has not invested in any auto companies so far, nor will it in the future, let alone holding or participating in shares. Huawei has selected BAIC, Changan, and GAC as its strategic partners to support the creation of their respective sub-brands. Quick comment: Huawei once again reiterated that it does not build cars, and stated that what the industry needs is not Huawei branded cars, but Huawei’s accumulated ICT technology capabilities over 30 years. Huawei will help automakers build future-oriented cars and provide automakers with intelligent and connected auto parts based on Huawei’s ICT capabilities. Cars that use Huawei’s autonomous driving solution can only use the HI (Huawei Inside) logo with authorization from Huawei. Ford and SK Innovation to establish a battery joint venture in the U.S. On May 21st, Ford and South Korean battery manufacturer SK Innovation signed a joint memorandum of understanding to jointly establish a battery joint venture named BlueOvalSK in the United States to produce batteries and battery packs. (Source: Reuters) BlueOvalSK plans to achieve mass production around 2025, with an annual battery capacity of about 60 GWh, and the possibility of capacity expansion. The company predicts that by 2030, its annual battery production capacity in North America will reach 140 GWh, and the global annual battery production capacity will reach 240 GWh. Quick comment: Although the establishment of BlueOvalSK is also affected by other factors such as the final agreement between the two parties and the approval of regulatory agencies, it can support the growing battery demand for Ford electric vehicles and promote the vertical integration of core electrification capabilities. South Korea’s SK Innovation has cooperated with Hyundai Motor, BAIC, Daimler Group and other car companies, and in 2016 developed the NCM-811 nickel-containing battery. The battery will be mass-produced in the United States to provide power support for the Ford F-150 Lightning. SK Innovation’s next-generation batteries and battery packs will also be applied to more electric models of Ford. Ford F-150 officially released, Biden test drive On the evening of May 19th, US time, Ford released the pure electric pickup F-150 LIGHTNING. The standard version has an EPA endurance of 230 miles (approximately 370 kilometers), and the high-end version EPA has an endurance of 300 miles (approximately 482 kilometers). The power part is all dual motors, the maximum power of the standard version is 318kW, and the high-end version is 420 kW. The official revealed that the fastest speed of the high-end version is about 4 and a half seconds. (Source: The New York Times) In terms of charging, the pure electric F-150 supports a maximum of 150 kW DC fast charging, which can charge from 15% to 80% in 41 minutes; it supports a reverse output of 9.6 kW, and it can be connected to the home grid to support the normal use of almost all electrical appliances. The battery parameters have not been disclosed, but the battery capacity estimated according to the official charging data (19.2 kW DC charging 8 hours full charge) is likely to reach 150 kWh. In terms of price, the new car starts at US$39,974, and the high-end version is US$49,974. Quick comment: On May 18th, local time, Biden visited Ford’s Dearborn electric car factory, tested the F-150, and reiterated its electric car plan. Previously, the Biden government announced a total infrastructure construction plan of 2.25 trillion US dollars, of which 174 billion US dollars will be dedicated to the electric vehicle industry investment. Specific measures will include car purchase rebates, tax incentives, and 20% of school buses will be renewed. For electric vehicles, and through federal procurement to accelerate the electrification of the federal fleet, at the same time plans to build 500,000 electric vehicle charging stations across the United States. Elon Musk visited Tesla’s Berlin Gigafactory, hoping to start production by the end of the year On May 16, Elon Musk arrived in Germany for a “technical visit” to the Berlin Super Factory and expressed the hope that the factory can be put into operation by the end of this year. (Source: Reuters) Musk said that the production time is difficult to accurately predict, and only with all the parts and technical blessings can a car be made. At the same time, he believes that German bureaucracy is also one of the reasons for the delay of the Berlin Gigafactory, and said that the regulations are not dead, and measures should be taken to actively adjust, otherwise nothing may be done in the end. Quick comment: The construction of Tesla’s Berlin Gigafactory has now surpassed numerous obstacles. After being unable to obtain construction permits, protests by environmental protection organizations, turbulence in owed guarantee deposits, and adjustments to increase the production of 4680 batteries, Elon Musk finally got a little restless and went to the Berlin Super Factory in person. Later, he also called on suppliers to speed up the pace to deliver Model Y as soon as possible on Twitter. The Berlin Gigafactory once wanted to benchmark the construction speed of the Shanghai Gigafactory. According to the original plan, the Berlin Gigafactory will be put into operation in July this year. At present, it seems that the delay may be inevitable. Development and Reform Commission: Promoting the construction and installation of charging piles in residential communities On May 20, the National Development and Reform Commission announced a public solicitation of opinions on the “Implementation Opinions on Further Improving the Service Guarantee Capability of Charging and Swap Infrastructure (Consultation Draft)”, and the announcement proposed to accelerate the construction and installation of charging facilities in residential communities and improve urban and rural areas To ensure the ability of charging and swapping, strengthen the operation and maintenance of charging and swapping facilities and network services, and do a good job in supporting grid construction and power supply services. It specifically mentions that if the installation conditions are met, the residential community management unit and the owners’ committee shall not obstruct users from building piles; newly-built residential communities must implement 100% fixed parking spaces reserved for charging pile construction and installation conditions; encourage “near parking space sharing” and “multiple vehicles” “One pile” and other new models; strive to have a coverage rate of no less than 80% of fast charging stations in expressway service areas in national ecological civilization experimental areas and key areas for air pollution prevention and control by 2025, and no less than 60% in other areas. Quick comment: The National Development and Reform Commission proposes that in order to achieve the goal of peaking carbon by 2030 and carbon neutral by 2060, it is necessary to accelerate the improvement of the service guarantee capacity of charging and swapping infrastructure to better support the development of the new energy automobile industry. Policy first, I believe it will further pave the way for the development of electric vehicles in cities at all levels. Smart’s new pure electric SUV will be mass-produced next year On May 19th, smart officially announced the exterior design sketch of its new pure electric SUV concept car, indicating that the first mass-produced model of the new smart will be launched in 2022 and is scheduled to be officially released during the Munich Auto Show in September this year. The new car is researched and developed by the global R&D center of Geely Group, and is based on Geely’s vast SEA architecture. It is equipped with fast charging technology, smart keys, voice control, car OTA update and other functional configurations. Quick comment: Smart has always given people the impression that it is more compact and compact. The first pure electric model launched this time has been transformed into a compact five-seater SUV. The market acceptance is also very much anticipated. Written by: Niki Editor: Liu San These are also worth reading
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