New travel hotspot 丨 my country's L2 -level auxiliary driving penetration rate increases to 30%, Volvo plans to establish a battery factory

Hotspot 1: In the first half of this year, my country L2 -level auxiliary driving passenger vehicle penetration rate increased to 30%

On August 1st, at the ninth international intelligent connected car technology annual meeting, Guo Shougang, deputy director of the Equipment Industry Department of the Ministry of Industry and Information, said: "In 2021, my country L2 -level auxiliary driving passenger car market penetration The rate reached 23.5%, and it increased to 30%in the first half of this year. A new generation of electronic electrical architecture, vehicle operating system and other innovative technologies achieved breakthroughs. Some products have entered mass production applications. The nationwide road test mileage has exceeded 5,000 kilometers. There are more than 900 licenses. High -level intelligent connected cars are the first to apply in specific scenarios and limited scenarios to carry out test demonstrations of large -scale manned loads. "

Photo source: Photo Network-400611433

Comments: The penetration rate of 30%of the L2 -level auxiliary driving has greatly exceeded market expectations. Earlier, some brokerage research report predicted that the penetration rate would reach about 30%in 2024. However, regarding the mass production transition from L2 -level auxiliary driving to L3 -level autonomous driving, industry insiders told the "Daily Economic News" reporter that the biggest difference between the two is that the L3 level can achieve the driver's control of the steering wheel. The current policies and regulations of mass production cars are not allowed, so the penetration rate of high -end autonomous driving technology may be more difficult.

Hotspot 2: Musk expects Tesla to have 10-12 super factories

On August 4, local time, at the 2022 shareholders' meeting at Tesla (TSLA, a stock price of $ 86.4.51, a market value of $ 903 billion), Tesla CEO Elon Musk delivered a speech to outline his expansion of his expansion plan. In the future, Tesla is expected to build 10-12 super factories worldwide. The annual production capacity of each factory is expected to be between 1.5 million and 2 million units. After 10 years, Tesla is confident to realize the delivery of more than 100 million vehicles to pay more than 100 million vehicles. Essence Model Y may be the most income to Tesla this year. It is expected that Model Y will still be the best -selling model next year.

Picture source: Daily Economic News Map

In addition, Musk expects Tesla to realize the large -scale production of the new 4680 battery by the end of 2022, which means that Tesla models equipped with a new 4680 battery will be sold on a large scale.

Comments: Refer to the previous experience, Musk's speech at the Tesla's shareholder meeting often "has no mouth". Essence

Hotspot 3: Ningde Times was suspected to be postponed in the United States Construction Factory

Recently, according to Bloomberg News, the Ningde Times (SZ300750, a stock price of 50.2.00 yuan, and a market value of 1.22 trillion yuan) decided to postpone the release of announcements to the North American factory. It is reported that the factory cost billions of dollars and originally planned to provide batteries for car companies such as Tesla and Ford.

Photo source: Photo by reporter Li Shuo (data map)

In this regard, the reporter of "Daily Economic News" asked the Ningde Times as soon as possible, but as of press time, no reply was received. People familiar with the matter revealed that the Ningde Times plans to issue an announcement until September or October.

Comments: From the perspective of Ningde Times, the billions of dollars had to consider the impact of various factors in the United States, especially the US may exist.

Hotspot 4: Avita announced the cooperation BP and build a high -pressure fast charge network together

Recently, Avita Technology officially announced that it has signed a long -term strategic cooperation agreement with BP to jointly promote the construction of high -pressure fast charging networks. According to the agreement, the two parties plan to build more than 100 standardized high -voltage fast charging stations in 19 cities by the end of 2023. The power of a single station reaches 480kW, and the maximum power of a single gun can reach 240kW. kilometer". As a result, Avita will become the first SEV brand in China to lay a high -voltage charging network. Avita 11 will also become the first domestic model with 240kW high -voltage fast charging capabilities.

Photo source: Photo by reporter Huang Xinxu (data map)

Comments: The charging business outside the car manufacturing has become a key competitive area for major electric vehicle brands. After considering cost returns, electric vehicle brands may build fast charging networks in the future.

Hotspot 5: Volvo plans to establish a battery factory to supply batteries for electric trucks

On August 3, Volvo Group, a Swedish truck manufacturer, said it plans to establish a large battery production plant by 2030 to meet the market's growing demand for zero -emission transportation.

Martin Lundstedt, CEO of Volvo Group, said in a statement: "At present, our customers already have strong demand, and at least 35%of the products sold by 2030 are electric products. A large amount of high -performance batteries need to be used in large quantities of non -fossil energy production. For us, incorporating battery production into the future industrial footprint is a logical next step. "

Picture source: Daily Economic News Map

The proposed new factories will be located in MarieStad, near the Volvo Group, which is currently located in SKöVDE, and will benefit from the existing industrial and logistics infrastructure in the region.

Comments: More and more traditional fuel vehicle brands have begun to deploy battery business, which shows that their electrification transformation has been steadily accelerating.However, from the layout of the technical level of mainstream battery manufacturers such as Ningde Times, Panasonic, and LG, traditional fuel vehicle brands need a chase time.Daily Economic News

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