The development of new energy vehicle industry in millions of times will turn to market driven
发布时间：2019/10/15
The new energy auto industry in China has begun to take shape, and a number of leading enterprises with international competitiveness have emerged. Industry figures are expected that in 2017, China’s new energy vehicle sales will reach 700 thousand, and in 2018 it is expected to exceed 1 million. With the continuous adjustment of industrial subsidy policy, the new energy automotive industry to support the direction to "fuyoufujiang" conversion industry entered the adjustment stage. The industry believes that in 2018, subsidies fall accelerated, foreign brands to enter the open policy, the double integral and other multiple factors, China’s new energy automotive industry will be driven by the government to accelerate market driven.
Ushered in a rapid development period
The Automobile Association assistant secretary general Xu Haidong Chinese to the Securities Journal said, according to the current growth rate, the new energy vehicles in 2017 700 thousand sales target can be reached. The growth of new energy vehicle sales in 2018 is expected to stay at 40% to 50%, and the sales of new energy vehicles will exceed 1 million next year.
According to the China Automotive Industry Association data, in November 2017, 119 thousand new energy vehicles were sold, an increase of 83% over the same period, a record high monthly sales volume and 1-11 new energy vehicle sales, up 51.4% over the same period last year.
In 2017, the state introduced the relevant policies of new energy vehicle number, coverage includes many aspects such as subsidies, infrastructure, macro planning, technology research and development, promote the realization of "2025" and "Chinese manufacturing energy-saving and new energy automotive industry development plan (2012-2020 years)" an important strategic target in. Among them, the parallel management method of the average fuel consumption and the new energy vehicle integration of passenger cars announced in September 2017 (the "double integral policy") is widely believed to have laid the foundation for the future of China’s new energy vehicle industry. The policy will be implemented in April 1, 2018 and will be formally examined in 2019.
Deputy director general Zhang Jinhua of the society of Automotive Engineers China Chinese Securities newspaper reporter said that after the implementation of the policy of double integral, the new energy automotive industry by integrating business through market forces forced enterprises, promote enterprises to accelerate the electric transformation, government subsidies will gradually withdraw, through adjusting the market incentive and the development of new energy vehicles.
The state’s subsidy policy to the industry is exiting. After 2020, the subsidy for new energy vehicles will be fully withdrawn. This also means that the government led market model is coming to an end, and the new stage of business led cultivation will open up, and the market will soon face the test after the subsidy era.
Industry insiders say new energy vehicles in the post subsidy era are still in a weak position because of the high cost of battery and the backwardness of the charging infrastructure. The market is expected to be 2025, the new energy vehicles in order to achieve the same purchasing fuel economy, the next 3-8 years the development of new energy automotive industry still need to continue to support the policy. Zhang Jinhua said: "with the accelerated withdrawal of subsidies, we should continue to maintain a certain degree of tax incentives on pure electric vehicles and plug-in hybrid electric vehicles. The withdrawal of subsidies and the reservation of tax will help the sustainable and healthy development of the new energy auto industry.
With the country to ban the fuel vehicle research program schedule on the agenda, Changan, Beijing and other brands also have thrown the traditional fuel vehicle ban schedule. Since 2017, more and more companies, such as Geely, Changan and the Great Wall, have accelerated the introduction of hybrid cars to meet the challenge of average fuel consumption. The industry expects that based on its own technology accumulation and advantages, accelerating the layout of different types of hybrid vehicle technology and vehicle models will become a general choice for major automotive enterprises to achieve energy saving and emission reduction targets.
As a new strategic new industry, the investment driving effect of new energy vehicles is showing. According to the approved investment and capacity planning of the new pure electric passenger car business, the total investment is about 32 billion 800 million yuan, and the planning capacity is 910 thousand. The investment volume per 10000 vehicles is about 360 million yuan. According to the calculation method of the scale of investment in 2016 "China new energy automotive industry development report", is expected to 2020 new energy vehicles will reach 2 million vehicles can drive capacity, including new energy vehicle, battery, motor and charging pile construction of direct investment 1 trillion and 430 billion yuan.
China automotive technology research center chief expert Liu Bin believes that the next step is expected to the national development and Reform Commission and the Ministry will improve the new EV investment threshold, is expected to continue to improve the requirements at the same time in the enterprise development, financial strength and sustainable development, the local government will also strengthen the normative industry development. It is expected that the difficulty of approval for new applications will be increased, but enterprises with technical and sustainable development will continue to enter.
The new energy vehicle has entered a rapid development stage all over the world. The major enterprises in the world have shifted the strategic focus of the industry to the new technology roadmap taking the new energy vehicle as the core. For example, GM, Ford, Daimler, BMW, and Volkswagen have proposed a medium and long term plan for the development of new energy vehicles. It is expected that a large number of new models will emerge in 2018. In addition, with new product development to speed up the progress of power cars, the traditional car prices resources further tilted to the new energy vehicles, the process of new energy automobile enterprises and products into the survival of the fittest, the existing competition pattern is being broken and remodeling.
Performance differentiation of power battery enterprises
The huge demand of the new energy automobile industry has greatly promoted the technological progress of the power battery and the expansion of the industrial scale. At present, the scale of China’s battery industry has reached the world’s first level. The overall level is ranked the world’s top three. China’s power battery industry chain, especially the positive and negative battery materials, occupies the first place in the international market share. ministry
