China's new energy vehicles accelerate the preparation for the preparation of 500,000 vehicles in 2015


A fierce debate on the new energy automobile market in China began in Haikou. Is China's new energy vehicle worth investing? When should we be involved in the field of new energy vehicles? Become the focus of many disputes.

Battery blocker?

At the "2013 Global New Energy Vehicle Conference", the technical and market parties have adopted their own words, and the focus of their conflict lies on the core component, the battery.

New Horizon Capital, a well-known investment institution, appears to be more cautious. It has been looking directly at China for years but has not invested in any new energy vehicle project. According to the company’s technical elite, batteries are the biggest bottleneck in the commercialization of electric vehicles. On the one hand, the current battery energy density is too low. In order to meet the cruising range requirements, many vehicles cannot be driven by a large number of batteries, which results in the difficulty of reducing the vehicle's weight. On the other hand, too many batteries lead to high vehicle production costs. Usually, batteries account for one-third or more of the total cost of electric vehicles. In addition, this technology can not achieve scale advantages. Because about 50% of the batteries are materials, even if they are mass-produced, the cost of materials cannot be reduced.

Pan Xiaofeng, Managing Director of Jinshajiang Venture Capital and President of Boston Battery, will continue to see more. It is understood that the investment scope of Jinshajiang Venture Capital has covered the brand-new energy automobile industry chain, including independent automobile design company Alte, lithium iron phosphate cathode material manufacturer Likai Electric, hub motor manufacturer Provincia, three yuan lithium battery Manufacturer Boston Battery and so on. It is reported that Jinshajiang Venture Capital is currently planning to acquire a US micro-electric vehicle and participate in the acquisition of the United States Fisker. At the same time as investing heavily, Pan Xiaofeng and its Sanyuan lithium battery manufacturer, Boston Battery, began to staking and expand production capacity in China. At present, it has battery pack factories in Beijing and Shenzhen; the core factory is mainly located in Liyang, Jiangsu, and it is built in three phases. The first phase of the investment is 120 million U.S. dollars, and 45,000 electric cars can be assembled after it is completed; in addition, Boston’s battery is The cities talked about cooperation so as to continue to expand the scale.

Those who are cautious believe that the breakthrough in battery technology can solve the current cost and performance bottlenecks, but as the technology breaks out, it will be a major change in the new energy automotive industry, so the current investment is too early. Pan Xiaofeng, who led a large-scale investment in large forces, is holding a sprint. "It is expected that the battery market will explode in 2016 and 2017. If you are not ready for production now, you will not be able to reap this market." Boston Battery Development Yuan Fang Literature, vice president, said, “Our Jiangsu batteries factory has just started production this year, but now we must plan a second cell factory, a third cell factory, because the production cycle of the cell factory production cycle is very long, it takes about two Years to more than two years, so the actual mass production will take place in 2016 and 2017."

For missed opportunities, Wang Honghang, president of Henan Yintai, deeply understands that “China's micro-electric vehicle market developed rapidly in 2013, but we did not have production capacity.” Therefore, in December 2013, Henan Yintai began large-scale expansion, Henan Yintai New Energy Automobile Co., Ltd. The first phase of the company's project was held in December 2013. The new car off-line ceremony was held. It is expected that four models will be put into production in 2014, and 20,000 vehicles will be produced and sold. Yu Jiema Group, which was laid out in advance, became the leader in the micro electric vehicle industry. Its sales of the Ma 4 models were close to 40,000 units. Zhang Lei, vice chairman of Yutaka Group, pointed out that Yu Jie Ma currently has three manufacturing plants in the second half of 2014. The production capacity will reach 200,000 vehicles.

Confidence or enter buildup <br> <br> grab the runners from the new energy vehicles in 2013 performance, but also comes from another "gamble" bureau - believes China can finish 2015 500 000 new energy The goal of the car.

In 2013, China's new energy vehicles ran all the way. Statistics from the China Association of Automobile Manufacturers show that in 2013, China produced 17,533 new energy vehicles, which was an increase of 39.7% over the previous year, of which 14243 were pure electric vehicles and 3,290 were plug-in hybrids; sales of new energy vehicles in China were 17642 vehicles, an increase of 37.9% over the previous year, of which: 14604 pure electric vehicles, plug-in hybrid power 3038.

Although according to this speed, the Deputy Secretary-General of the China Association of Automobile Manufacturers, Ye Shengji, said, "Based on the current market's inventory of new energy vehicles, we can sell 200,000 new energy vehicles by the end of 2015. This is a very good result." But new energy All participants in the auto market believe that the 500,000 targets will be reached, which means that the next two years will be accelerated. Pan Xiaofeng pointed out that “2013 is equivalent to a turning point. In the past seven or eight years, electric vehicles have been in a low state of crawling, and they have entered a period of rapid development from 2013 to 2015, and they have entered a period of explosive growth in 2016 or 2017.”

In the eyes of Pan Xiaofeng, it is now the best time to jump into electric cars. “Over the past eight years, all of China’s electric vehicle companies have calculated, based on the output value of battery packs, less than US$500 million, and none have made a profit. But in 2013, In 2015, the market size of China's battery packs will reach 5 billion U.S. dollars, which is 10 times more than in the past 8 years, and this corresponds to about 500,000 electric vehicles. It is expected that the market will become more substantial after 2016. The market size of battery packs in 2020 It will reach 35 billion U.S. dollars, and the market will increase at a rate of 10 times or even 70 times."

Vehicle companies also joined the preparations for the war. On January 13, Dongfeng Nissan delivered 30 Qichen morning-wind electric vehicles in Fuyang City, which was the third high-volume delivery in just one month after the start of operation in Guangzhou and Dalian. In 2014, Dongfeng Nissan will formally enter the private market of pure electric vehicles. At present, Dongfeng Nissan is preparing for the listing of the pure electric production car Qichen Morrison. It has chosen to run trials in Wuhan, Guangzhou, and Dalian, among which Wuhan and Guangzhou have put into pure electric taxis. Dalian will launch 1,000 pure electric vehicles in 2014. Ye Lei, director of Dongfeng Nissan Passenger Car Company's Qichen Group, said that in 2015 or 2016, electric vehicles may enter the popular period.

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