B[NIO Li Bin: The automobile industry has entered the most brutal stage of the finals and the profits of the entire industry continue to be under pressure] On September 4th, NIO Chairman and CEO Li Bin said in an interview that the automobile industry has now entered the middle and back end of the marathon and the most cruel stage of the finals. The profits of the entire industry continue to be under pressure, with sales profit margins and manufacturing profit margins at low levels. In the second quarter, the cost of bicycles increased by 14,000 yuan compared with the end of last year, which is equivalent to an additional cost pressure of 1.5 billion yuan in one quarter. Li Bin revealed that in the first quarter, there was still some inventory buffer cost from last year, and in the second quarter, cost pressure has fully emerged. It is expected that the cost of a bicycle will continue to rise by 2,000 to 3,000 yuan in the second half of the year, a total increase of 16,000 to 17,000 yuan compared with the end of last year. Among them, the price increase of memory contributed about 10,000 yuan, the price increase of batteries contributed 3,000 to 4,000 yuan, and the rest came from the price increase of bulk materials. Car companies have little room for negotiation on this part of the cost. (Mijing.com) B[The New Deal is Gradually Implemented, There are Positive Signs in the Real Estate Market in Beijing, Shanghai, and Shenzhen] September 3rd, reporters recently conducted field visits in Beijing, Shanghai, and Shenzhen and found that, driven by a number of policies, the local real estate market has heated up significantly in the short term. Data reflects the temperature of the property market. From the front-end viewing volume and consultation volume to the back-end transaction volume, all types of data send out warming signals. Experts believe that with the gradual implementation of the New Deal and the start of the "Golden Nine" market in the Beijing, Shanghai and Shenzhen property markets, the demand for rigid and improved housing is expected to be further released. (China Securities Journal) A[The "Outer Dimensions, Axle Loads and Quality Limits of Cars, Trailers and Car Trains" Mandatory National Standard Released] August 31st. Recently, the State Administration for Market Regulation (National Standards Administration) approved the release of the "Outer Dimensions, Axle Load and Quality Limits of Cars, Trailers and Car Trains" (GB 1589-2026) mandatory national standard, which will be implemented from July 1, 2027. This standard stipulates the limits for the outer dimensions, axle loads, and mass of cars, trailers, and car trains. This revision focuses on the following aspects: In terms of intelligent network connection technology adaptation, new exemption rules for outer size of sensing communication components such as radars, cameras, and V2X antennas are relaxed, and local protruding size restrictions are relaxed to meet the use needs of vehicle blind spot monitoring, autonomous driving environment perception, vehicle-road collaboration, and over-the-horizon safety communication.
In terms of the rationality of the axle load distribution of new energy commercial vehicles, the maximum allowable axle load limit for a single tire on each side of a single axle is increased from 7,000 kilograms to 8,000 kilograms, which effectively alleviates the front axle overload problem of new energy commercial vehicles caused by concentrated battery loads and provides greater design margin for the axle load distribution and structural layout of new energy vehicles. In terms of innovation in energy-saving models, the terms definitions of streamlined semi-trailer tractors and streamlined articulated trains have been added, and the length limit of streamlined articulated trains has been clarified to be 18.1 meters, which is suitable for the development of low-wind resistance energy-saving models and helps commercial vehicles reduce carbon emissions. In terms of container transportation convenience, the length limit of articulated trains transporting 45-foot containers will be increased from 17.1 meters to 17.3 meters. At the same time, the maximum distance corresponding to the central axis of the semi-trailer's traction pin to the rear end of the vehicle will be 12.2 meters. This will improve the convenience of matching the main trailer of container transportation vehicles and selecting three-axle tractors. It will respond to the development trend of improving the total mass of containers and take into account the efficiency of multimodal transportation and ease of use.
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