12 On February 3, Daimler announced its investment plan for the next five years, with a total investment of 70 billion euros (about 85 billion US dollars), which is mainly used to "accelerate the transformation to electrification and digitalization".

(Source: Daimler)

Daimler said that most of the funds will be used for Mercedes-Benz's electrification plan; The plan will also fund Daimler's truck division and accelerate its zero-carbon transportation plan. The company has made progress in electric trucks, such as eCascadia, an 8-class electric semi-trailer truck, and eActros, a short-distance city electric truck. Recently, the company also launched a long-life version of the truck eActros? A long holiday.

In addition, the management of Daimler also reached an agreement with the Labor Committee to establish a transformation fund worth 654.38 billion euros by 2025, which is mainly used to further promote the development of future technologies and ensure the employment of German factories during the transformation period. The details will be finalized in the first quarter of 2026.5438+0.

Daimler CEO Ola? k？ Lennius said: "With the support of the board of supervisors for our strategic cause, we will be able to invest 70 billion euros in the next five years, most of which will be used for electrification and digitalization. We have also reached a transformation fund with the Labor Committee, and we are taking on the responsibility of positive transformation of the company. Improving the company's profitability and Daimler's future targeted investment go hand in hand. "

Mercedes-Benz is slower than other competitors in promoting the listing of pure electric vehicles. The company also postponed the electric SUV? EQC is listed in North America. However, Mercedes-Benz will launch EQS and EQA electric vehicles next year, and recently announced EQE and EQS? Off-road vehicle

65438+On February 2nd, Audi also announced its investment plan. From 20021to 2025, about 35 billion euros will be spent on R&D and fixed assets investment, of which nearly/kloc-0.7 billion euros will be used for automobile projects and innovative automobile technologies. Thirty electric vehicles will be launched in five years, including 20 pure electric vehicles. (Source: Geshi Automobile? Gu Jiaojiao)

2. Mercedes-Benz (China) recalled some imports? Answer? Level, GLE? SUV, class c, GLC? SUV car

A few days ago, Mercedes-Benz (China) Automobile Sales Co., Ltd. filed a recall plan with the State Administration of Market Supervision in accordance with the requirements of the Regulations on the Management of Defective Automobile Product Recall and the Measures for the Implementation of the Regulations on the Management of Defective Automobile Product Recall, and recalled some imported A? Level, GLE? SUV, class c, GLC? SUV vehicle?

(1) From February 4th, 2020, recall some imports from May 20th to June 6th, 20 19? Class A vehicles, * * * 19 vehicles. ?

Within the scope of this recall, the threaded connection of the fuse box in the engine compartment of the vehicle gradually loosened, because it may not meet the specifications. Therefore, the vibration of the vehicle during driving may lead to the damage of the fuse in the engine compartment fuse box, and in extreme cases, it will affect some functions of the vehicle, including engine operation, steering assist, ESP system, active brake assist system, etc., which has potential safety hazards. ?

Mercedes-Benz (China) Automobile Sales Co., Ltd. will check the threaded connection of engine compartment fuse box for vehicles within the scope of recall free of charge through authorized dealers, and will correct it if it is incorrect, so as to eliminate potential safety hazards. ?

(2) Recall some imported GLE products with production dates of 20 19, 12, 18 and July 24, 2020 from June 4, 2020? SUV vehicles, * * * 3 14 vehicles. ?

Within the scope of this recall, the seat belt in the middle of the second row seat of the vehicle is equipped with a double buckle. When the passenger fastens the seat belt, the double buckle may be pushed into the gap between the car body and the seat cushion. If passengers can't take out the buckle, they can't use the seat belt normally, which is a safety hazard. ?

Mercedes-Benz (China) Automobile Sales Co., Ltd. will adjust the position of double locks for vehicles within the scope of recall free of charge through authorized dealers to eliminate potential safety hazards. ?

(3) From February 29th, 2020, some imported C-class and GLC products were recalled, and the production date was from February 29th, 20 19 to February 29th, 2020? SUV vehicles, * * * 275 vehicles. ?

Due to the production deviation of the supplier, the insulation layer of the steering control unit harness of some vehicles within the scope of this recall may be damaged, and there is the possibility that water vapor may enter the harness or even the steering control unit, which may lead to the loss of steering assistance and increase the risk of vehicle collision; In addition, if the wiring harness is short-circuited, the potential fire risk cannot be completely ruled out, and there are potential safety hazards. ?

Mercedes-Benz (China) Automobile Sales Co., Ltd. will inspect the steering control unit wiring harness for the vehicles within the recalled scope free of charge through authorized dealers, and replace it if it is damaged, so as to eliminate potential safety hazards. ?

Mercedes-Benz Authorized Service Center will notify relevant users of the recall by registered mail. Users can call the service hotline through landline or mobile phone: 400-818-1188? Consultation (service time is Monday to Sunday, all day? 24? Hours). In addition, you can also visit the websites in dpac.samr.gov.cn and www.recall.org.cn and follow the official WeChat account to learn more information and reflect the defect clues. (Source: AQSIQ website)

3. Bosch reduced its shareholding in Nikolai from 6.4% to 4.9%.

According to foreign media reports, Bosch reduced its shareholding in electric truck startup Nikola to below 5%. Previously, GM also revised the cooperation agreement with Nikolai, narrowing the scope of cooperation.

Bosch is one of Nikolai's largest shareholders. According to the securities documents released on February 3rd, 65438, Bosch has reduced its shareholding in Nikolai from the previous 6.4% to 4.9%. Tim, a spokesman for Bosch in the United States? Vilander said that the company reduced its shareholding in Nicola after the lock-up period of165438+1October 30th. "Our initial investment in Nikola was mainly to support the development of hydrogen technology. According to the regulations of the stock exchange, we reduced our shareholding after holding shares for a period of time. "

In 20 17, Nikolai and Bosch reached an agreement on "developing, manufacturing, testing and supporting" various components (including fuel cell system) of the prototype. In September this year, Nikolai also said that Bosch will provide fuel cells for the fuel cell trucks it plans to produce in Europe.

A Nikola spokesperson did not immediately comment.

Badger pickup (source: Nicholas)

After the stock lock-up period of insiders and early investors ended, a large number of outstanding shares of Nikola were released for public trading. At 9:30 a.m. on February 65438+ 1, a large number of shares of companies listed in new york were equivalent to 1.9% of the company's listed shares.

After GM announced that it would reduce its cooperation with Nikolai, Nikolai's share price has been depressed, which has brought further pressure to the company. (Source: Geshi Automobile? Zhan yazhen)

4. Daimler proposed that Pischetsrieder, a former executive of BMW and Volkswagen, be the chairman of the supervisory board.

Geshi automobile? The board of supervisors of Daimler Group faces major personnel changes. By the end of the company's annual general meeting of shareholders on March 3, 20265438, Manfred, who has served as chairman of Daimler's supervisory board for a long time? Bischoff's term of office will expire, when he will step down from the board of supervisors.

Before 2003, bischoff was a member of the management committee of DaimlerChrysler. In 2006, he became a member of the supervisory board of DaimlerChrysler, and in 2007, he became the chairman of the supervisory board.

PetraeaHeynike and Juergen also withdrew from the supervisory board together with bischoff? ManfredBischoff said after the meeting of the board of supervisors of Daimler 65438+February 3rd, "On behalf of the whole board of supervisors, thank you very much? Petrea? Heineken and? Juergen? Hambrecht's contribution to the board of supervisors. "

(Source: Daimler)

The Board of Supervisors will nominate three newcomers with rich international management experience to the 20021Annual General Meeting of Shareholders. These three candidates are currently focusing on the requirements of a dynamic society characterized by digitalization and sustainability.

Elizabeth? Centoni is senior vice president of strategy and emerging technologies at Cisco, and has held senior management positions in this California-based IT company for many years.

Ben. A van? Beurden, CEO of Royal Dutch Shell, has been leading this multinational company since 20 14.

Martin? Brudermüller has served as Chairman of the Executive Board of BASF since 20 18, and is also the Chief Technology Officer of BASF.

In addition, the Board of Supervisors of Daimler Group also agreed to propose to the newly formed Board of Supervisors to elect Bernd at the meeting held after the company's annual general meeting on March 3 1. Pischetsrieder is the new chairman of the board of supervisors.

Bernd? Pischetsrieder served as a member of the management committee of BMW for many years, and then served as the chairman of the management committee of BMW from 1993 to 2000. From 2002 to 2006, he also served as the chairman of the Public Management Committee. 2065 438+03-2065 438+09 Working in a reinsurance company, from Munich? Rückversicherungsgesellschaft？ Chairman of AG supervisory board. Since 20 14, he has been a member of the supervisory board of Daimler company.

About nominating Bernd? Pischetsrieder as successor, Manfred? Bischoff said, "Bernd? Pischetsrieder is one of the most internationally recognized automobile experts, and his professional knowledge and rich experience are very important to Daimler. He closely participated in the digital and electrification decision-making of the Group, thus adjusting the product structure. I respect him very much, both personally and professionally. I look forward to him becoming my successor and chairman of the supervisory board of Daimler Group. " (Source: Geshi Automobile? Zhan yazhen)

5. Do well-known bears reduce the scale of Tesla's short-term funds? Praise Musk for his excellent work.

Gaishi Automobile According to foreign media reports, 65438+February 3, from? 20 16 Jim, the hedge fund manager who started shorting Tesla shares? Chanos? It means that Tesla's short position has been reduced.

Models? Y (Source: Tesla)

Chanos said that he had never talked to Tesla CEO Elon musk? Musk) has met or talked, but if they meet, he will say to Musk, "You have done a good job so far".

As Tesla will be included in the Standard & Poor's 500 on February 2 1, the bearish investor's tone has changed. Chanos did not immediately respond to comments.

According to financial analysis company S3? According to Partners' data, on February 3rd, 65438, Tesla's share price rose by nearly 5%, which caused losses of133 billion USD to the short sellers in terms of market value. This year, Tesla's share price has almost increased sevenfold.

20 17 Chanos once said: "Obviously, this is not what a car company values, but Musk ... he is the reason why people buy this stock."

Short selling refers to borrowing a large number of stocks first and selling them at a high price in the market; After the stock price falls in the future, the borrowed stock will be repurchased at a low price to make a profit. According to S3 data, Tesla's current short-selling stock is $27.37 billion, accounting for 6.35% of its issued stock.

Ihor, general manager of S3 predictive analysis? Dusaniwsky said: "We found that short sellers want to make up for some losses and hope that Tesla's share price will plummet at the end of the year. By the beginning of 202 1, it should be possible to judge whether Tesla bulls or bears will make a profit. " (Source: Geshi Automobile? Gu Jiaojiao)

6. Germany will surpass California in electric vehicle sales this year.

According to foreign media reports, thanks to a series of incentives introduced by the German government, German electric vehicle sales will surpass California for the first time this year, prompting Europe's largest automobile market to surpass Tesla's location.

Volkswagen's factory in Zwickau, Germany is producing ID.3 (Source: Volkswagen).

According to the German research institute Schmidt? Cars? According to a report by Research, in the first nine months of this year, German consumers bought 98,370 pure electric vehicles, which is about one third more than the sales of electric vehicles in California.

Although the overall automobile market in Germany decreased by 3% year-on-year in June 5438+065438+ 10, the sales of pure electric vehicles increased by 523% year-on-year, reaching 28,965. Among them, Tesla automobile sales increased by 500% year-on-year to 65,438+0,680 vehicles, accounting for 0.6% of the market.

The German government provides subsidies of up to 9,000 euros (about 1.09 million US dollars) for each electric vehicle, making the number of electric vehicles in Germany twice that in Norway. However, Norway is still the country with the highest penetration rate of electric vehicles per capita.

Germany's overtaking California is good news for local automakers such as Volkswagen, Daimler and BMW who are trying to catch up with Tesla. As a global leader in the field of automotive innovation, the combined market value of the three German giants is less than half that of Tesla. Now, Tesla is building its super factory in Berlin, Germany, to challenge local German automakers.

Europe is taking unprecedented measures to phase out gasoline and diesel vehicles. British Prime Minister Boris Johnson? Johnson) announced that it will ban the sale of fuel vehicles from 2030. Last month, Germany said that it would extend the cash reward for buying electric vehicles until 2030, and at the same time expand the country's charging network, simplify the charging and payment processes, and make it more convenient to charge automobile batteries.

California Governor Gavin? Newsome announced in September that it would ban the sale of gasoline vehicles in 2035 in response to climate change. (Source: Geshi Automobile? Gu Jiaojiao)

7. Hyundai Tandis invested $240 million to establish a transmission factory in the United States.

According to foreign media reports, on June 5438+February 1 day, Hyundai Motor Co., Ltd. announced that it would invest more than 240 million US dollars to build a new transmission factory in Georgia, USA, which is adjacent to the company's West Point (West? A factory in Point and a factory in Kia.

(Source: Hyundai Motor)

Hyundai Tandis said that the new factory in Kia Park covers an area of 58,000 square meters and will produce an 8-speed transmission, which is expected to create 165 jobs. After the factory is completed, the company's employees in Georgia will increase to more than 65,438+0,700.

West Point Mayor Steve? Trammell said in a statement: "I am very happy that Hyundai Tandis has made this long-term investment, and more importantly, it will create many employment opportunities for the local area."

Many supplier factories are gathered near the modern Montgomery factory and Kia factory in West Point. According to county financial documents, Kia, its subsidiaries and suppliers are located in troup County, Georgia (troup? County) employs more than 4300 employees. The new Hyundai Tandis factory is Georgia's biggest industrial investment this year.

Sangkil, President of Hyundai Tandis Georgian Power System? Jung said in a statement: "The trust built by Georgia's years of capital investment, employment and support for employee training, as well as new opportunities that other States do not have, make Georgia a suitable choice."

The company is eligible to apply for the Georgia income tax credit, which allows the company to reduce the income tax of each position by $3,500 within five years. If Tandis's annual income tax is less than $2.37 million, it can also use the income tax credit to withdraw cash from the money withheld from employees' salaries and transfer it to the company, because the area belongs to an underdeveloped area. Workers must earn at least $28,000 a year to qualify for income tax relief.

Mary, spokesperson for Georgia's Ministry of Economic Development? Hotch. Gordon said that the state government will pay for training Tandis employees, and Hyundai will be eligible to apply for tax relief, saving millions of dollars in machine sales and use fees.

Local officials will also reduce the property tax. In 2065438+2008, Kia, its subsidiaries and suppliers received only $2.85 million in property tax relief from the city. In 2009, Kia opened a factory in West Point and received more than 450 million US dollars in subsidies and tax relief. (Source: Geshi Automobile? Gu Jiaojiao)

8.LuminarTechnologies officially started listing and trading? Competition in the field of lidar has intensified.

Geshi Automobile According to foreign media reports, 65438+February 3, Luminar? Technology? Inc. officially started trading with the stock code LAZR, becoming the second Silicon Valley company dedicated to providing key sensors for self-driving cars. At the close of the day, Luminar's share price closed at $22.98, up as much as 28% on the day. Is there blood? Luminar received $590 million in the merger of Metropoulos. For companies like Luminar, special purpose acquisition companies have replaced the traditional IPO and become another way to enter the open market.

(source: car? News)

Luminar produces lidar sensors, which can provide vehicles with a three-dimensional view of the road. The company passed with Gore? Metropoulos？ Inc. is a special purpose acquisition company, referred to as a special purpose acquisition company, that is, a shell company that uses the proceeds from initial public offering (IPO) to acquire private enterprises.

So far, three lidar manufacturers have chosen to go public through special purpose acquisition. The first one is Veridon, which was acquired and listed in September? Lidar? Inc. and Aeva also said last month that they planned to cooperate with InterPrivate? Acquisition? The company merged and went public.

Luminar has reached an agreement with Volvo, a subsidiary of China automobile manufacturer Geely, to provide laser radar devices for consumer cars, and vehicles equipped with such sensors will be put into production in 2022. In addition, the company also cooperates with Daimler Truck and Intel's Mobileye.

Luminar CEO AustinRussell said in an interview that the company has reached nine "advanced development" agreements with automobile companies, which means that some automobile manufacturers have begun to customize their software to match Luminar's sensors. Russell said: "The most important thing now is scale, execution and persistence. There are already companies waiting in line for our products. "

Luminar predicts that its annual income will reach billions of dollars in the long run, but it depends on whether the company can turn the research relationship into a production agreement. In 20 19, Luminar's income was $65,438+$02.6 million, and its net loss was $94.7 million. The company expects that by the end of 2020, the revenue will reach150,000 USD and the operating loss will be 72 million USD. (Source: Geshi Automobile? Nebula)

9. In 2030, the number of electric vehicles in the EU may reach 30 million.

According to foreign media reports, the European Commission has proposed a plan to accelerate the transformation of the automobile industry on a large scale, and increase the number of electric vehicles on European roads to at least 30 million by the end of 2030.

ID.4 (Source: Volkswagen)

A draft strategic document obtained by Bloomberg News includes the goal of zero-emission vehicles, which is scheduled to be officially announced next week. BloombergNEF reported that considering that there are only about 6.5438+0.4 million electric vehicles in Europe, the EU's goal is ambitious. The research institute predicts that by 2028, there will be 28 million plug-in hybrid vehicles and pure electric vehicles driving on European roads.

The plan also sets targets for the broader transportation sector, calling for doubling the volume of high-speed railway traffic by 2030 and achieving carbon neutrality in regular commuting between cities under 300 kilometers. The plan stipulates that the market should prepare large-scale aircraft and ships with zero emissions by 2035.

EU's future goals include doubling railway freight volume and tripling high-speed railway freight volume by the middle of this century. It is expected that the road map will evolve into a draft law in the next few months.

At present, EU member states have different opinions on the emission reduction targets in 2030. The previous plan stipulated that the emissions in 2030 should be reduced by at least 55% on the basis of 1990. In this context, the EU has put forward the latest suggestions for the transportation industry.

The goal of improving the existing 40% is the European Green Agreement (European? Green? Trade), it is necessary to increase spending on energy production and infrastructure. The draft document shows that "we need to make all modes of transportation sustainable", so as to achieve climate goals and keep European companies in the leading position in industry. The document also pointed out that the proportion of zero-emission and low-emission vehicles in the fleet is still too small.

The Committee will revise the carbon dioxide emission standards of cars and trucks before June 20021year, and revise the carbon dioxide emission standards of heavy vehicles in 2022. The Committee called for policies to "stimulate the market demand for zero-emission vehicles". (Source: Geshi Automobile? Nebula)

10, Honda will stop selling diesel vehicles in Europe in 2022.

According to foreign media reports, it is not far from the day when Honda stops selling diesel vehicles in Europe. At present, Japanese automakers are promoting electrification, and gasoline and diesel models may be gradually eliminated.

Ian, Senior Vice President of Honda Motor Europe? Howells said that the company will stop selling internal combustion engine models in Europe from 2022. Considering that the company's average carbon dioxide emissions in 2020 failed to meet the targets set by Europe, it had to buy emission points from Tesla to avoid high fines. Honda's decision will not be surprising.

Honda? E (source: Honda)

It is meaningless to continue to sell traditional internal combustion engine cars and then use the money earned to pay fines or buy points. In the EU market, cars sold by automobile manufacturers must meet the EU emission requirements. As far as Honda is concerned, the company will achieve this goal by turning to hybrid and pure electric vehicles. In the European market, the new Jazz model only offers a hybrid version, while Honda? E only pure electric version.

This is just the beginning, because in the long run, Honda will eventually give up hybrid models: "Honda's product lineup will be a mixture of pure electric and hybrid models. Obviously, if the legislation starts to change before 2035, or if car companies are required to give up hybrid power, then our technology will also change. "

Honda pointed out that it is difficult for the company to sell only pure electric vehicles for simple economic reasons. Compared with "traditional internal combustion engine or hybrid vehicle", the cost of pure electric vehicle is one-third to 50% higher. On the other hand, hybrid cars "can't take us all the way". (Source: Geshi Automobile? Nebula)

1 1, rob: the company has the ability to acquire Gojek.

According to foreign media reports, on February 3, 65438, the CEO of Grab, a Singapore company, told employees in an internal document that the company had the ability to make acquisitions. Earlier, it was reported that Grab would merge with its regional competitor Gojek.

(source: grab? )

He said that Grab had made a profit before excluding expenses, and now its business has completely recovered to the pre-epidemic level. Grab has developed from a taxi service operator in Southeast Asia to a comprehensive enterprise providing take-away delivery and insurance services.

On February 2nd, 65438, Bloomberg reported that substantial progress had been made in the merger negotiations between Grab and Indonesian company Gojek, which are the two most valuable start-ups in Southeast Asia.

Grab co-founder AnthonyTan told employees in a report: "There has been speculation about the acquisition of Gojek. Our business has a good momentum. As the market rumors, we are a company capable of making acquisitions. " Grab declined to comment on Tan's explanation and media reports, and Gojek also declined to comment.

People familiar with the matter have previously revealed that in the past few years, large investors of the two companies have supported the merger. However, Tan did not give specific information about the potential transaction with Gojek. He told the staff: "There will always be gossip outside, so don't let them distract us."

He also said: "Even in such a difficult year as 2020, we have achieved a profit before deducting expenses, and we have achieved a recovery of 65,438+000%." He added that Grab has also become the largest take-away distributor in Indonesia in terms of revenue, and the company is in fierce competition with Gojek.

This epidemic has become the first crisis of the entrepreneurial tide in Southeast Asia in the past decade, and Grab has also emerged from it, becoming a well-known brand and the most valued enterprise. At present, its valuation has exceeded $654.38+05 billion, and Gojek's valuation has reached $654.38+00 billion. (Source: Geshi Automobile? Nebula)

12, Dongfeng Motor Co., Ltd. recalled some Capote trucks.

Recently, Dongfeng Motor Co., Ltd. filed a recall plan with the State Administration of Market Supervision according to the requirements of the Regulations on the Management of Defective Automobile Product Recall and the Implementation Measures of the Regulations on the Management of Defective Automobile Product Recall. From February 7, 2020, some Dongfeng Capote trucks, including 6 trucks, produced from August 29, 20 19 to February 22, 20 19 were recalled. ?

Due to the lax control of the vehicle production process within the scope of this recall, the strength margin of the rear protection bracket is low, which does not meet the requirements of relevant national standards. When a vehicle collides, it may lead to the deformation or cracking of the rear protection bracket, which may lead to the risk of failure of the rear protection and cause harm to the occupants of the rear vehicle, which may pose a safety hazard. Dongfeng Motor Co., Ltd. will replace the improved rear protection assembly for vehicles within the scope of recall free of charge to eliminate potential safety hazards. ?

This recall was carried out under the condition that the State Administration of Market Supervision initiated a defect investigation. Affected by the investigation, Dongfeng Motor Corporation decided to take recall measures to eliminate potential safety hazards. ?

Dongfeng Motor Co., Ltd. will notify the relevant car owners by registered mail, telephone and SMS. , and arrange free maintenance. Users can call customer service hotlines: 800-880-0899 (landline phone) and 400-6234308 (mobile phone) for consultation. In addition, you can also visit the websites in dpac.samr.gov.cn and www.recall.org.cn and follow the official WeChat account to learn more information and reflect the defect clues. (Source: AQSIQ website)

13, Mitsubishi recalled some imported and domestic Outlander series cars.

A few days ago, Mitsubishi Automobile Sales (China) Co., Ltd. and GAC Mitsubishi Automobile Co., Ltd. filed a recall plan with the State Administration of Market Supervision according to the requirements of the Regulations on the Management of Defective Automobile Product Recall and the Measures for the Implementation of the Regulations on the Management of Defective Automobile Product Recall. Decided to recall 3662 imported Outlander cars produced on June 29th, 1965+February, 2020 to May 24th, 1965. Recall 30 domestic Outlander cars produced from August 8 to 20, 20654381August 8, 2006. ?

For some vehicles within the scope of this recall, due to the installation of the axle that drives the rear wheel parking brake caliper, the coating to prevent rust may fall off. When water invades the axle from the sealing part, the axle will rust, making it difficult for the axle to move, resulting in a decrease in parking braking force. In extreme cases, parked vehicles may move, causing safety hazards. ?

Mitsubishi Automobile Sales (China) Co., Ltd. and GAC Mitsubishi Automobile Co., Ltd. will replace the improved left and right rear parking calipers for the vehicles within the recall scope free of charge to eliminate potential safety hazards. ?

Mitsubishi Automobile Sales (China) Co., Ltd. and GAC Mitsubishi Automobile Co., Ltd. will notify the relevant car owners by registered mail, short message and telephone through dealers. Users can contact the nearest dealer directly or call the customer service hotline: 400-977-3030 for consultation. In addition, you can also visit the websites in dpac.samr.gov.cn and www.recall.org.cn and follow the official WeChat account to learn more information and reflect the defect clues. ? (Source: AQSIQ website)

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.