In 2016, the booming new energy auto industry has become somewhat entangled and entangled. "Cheats" are popular, policy breaks, production and sales are not as expected, car companies and consumers can not help but start to wait and see and doubt... This year, the pain and uncertainty seem to cover the entire industry.
However, just as all disruptive revolutions have to undergo twists and turns, the new energy revolution in the domestic automotive industry has only suffered ups and downs. Behind the ups and downs, the entire industry will usher in a knockout round. "First big and then strong" may be the way to develop new energy vehicles.
Also this year, Hunan announced the completion of the battery short board, the new energy vehicle Xiangjun officially rose. "In the core technology fields of motor, battery and electronic control, the province has cultivated the strength of the Xiang army," said Ma Tianyi, director of the Equipment Industry Division of the Provincial Economic and Trade Commission.
Policy breaks, doubts about buying a car subsidy deposit
“I can pay the subsidy deposit to the 4S shop, can I still refund it in full?†Recently, Changsha citizen Pan Wei (pseudonym) was a little depressed because he bought a New Energy Car. Two months ago, he bought a plug-in hybrid new energy vehicle at a 4S store in Changsha. However, due to the fact that Changsha’s new energy subsidy for new energy vehicles in 2016 had not yet been issued, he was required to pay a subsidy of 6,000 yuan for payment. The problem is that the 4S shop still refuses to refund the deposit on the grounds that the subsidy policy is not clear.
Is the deposit still refundable? Pan Yu, who is puzzled, can't help but go to the Changsha City Government website for consultation.
Soon, the Changsha Municipal Economic and Information Committee gave a reply saying that on the one hand, the 4S shop’s acceptance of the Panyu subsidy deposit was a corporate act; on the other hand, it clearly defined the “New Energy Vehicle Promotion and Application†issued by the Changsha Municipal Government Office. The implementation Opinions will expire as of December 31, 2015, and Changsha is currently in the process of formulating a new subsidy policy.
"If the two sides have agreed that the subsidy deposit will be decided based on whether the new policy is consistent with the old policy, Pan Wei’s 6,000 yuan deposit may not be refunded in full." Wang Hongbo, a new energy auto industry official, said that from the recent The new policy for subsidies for new energy vehicles in 2016, which is issued in the province, can be predicted. The new subsidy for new energy vehicles to be introduced in Changsha is likely to decline on the basis of last year. In life, there are still quite a few car owners who have paid subsidies due to policy delays like Pan Wei.
Merchants transfer risks, production and sales are less than expected
"This not only dispels the enthusiasm of consumers, but also makes dealers feel at a loss." A new energy vehicle salesperson in Changsha told reporters that 4S stores began to promote subsidies in accordance with the old subsidy policy for the promotion, but with the advancement of funds The more the number, the greater the risk, so that the subsidy was later paid by the purchaser. Although the risk is shifting, the sales of new energy vehicles have also dropped a lot.
According to the initial expectations of the China Automobile Association, in 2016, China's new energy vehicles can achieve production and sales of 700,000 units. However, relevant data show that the cumulative production of new energy vehicles in China from January to November 2016 was 420,800. "This year's production and sales can reach 500,000 vehicles is not bad." Shi Jianhua, deputy secretary-general of China Association of Automobile Manufacturers, said that the new energy vehicle "cheat" incident delayed the timely introduction of a new round of subsidy policy, initially estimated 700,000 vehicles Production and sales are hopeless.
“I heard that the subsidy policy will go downhill, and many car manufacturers and parts manufacturers are on the sidelines.†Industry insider Wang Renyuan said during the interview. According to the statistics of the National Development and Reform Commission, nearly three-quarters of the new energy vehicles that have passed the examination and approval have not been put into production. Compared with last year's sizzling scene, this year's new energy auto industry has cooled down a lot.
"First big and strong", open "elimination"
Although new energy vehicles have experienced a cooling down this year, it is undeniable that the sales of new energy vehicles in China have been ranked first in the world, just like traditional cars. The development path of the first big and the strong has begun to show results.
"The first big and the strong is the law of the industry." Li Qingwen, vice president of the China Association of European Economic and Technical Cooperation, pointed out that China's automobile industry has a low starting point, and technology accumulation and product accumulation all take time. Therefore, China's new energy automobile industry cannot be started from the beginning. The world is the strongest. The first big and the strong is the strategic path to realize the development of new energy vehicles in China. Dong Yang, executive vice president of China Association of Automobile Manufacturers, also said that after the government has vigorously cultivated the market in recent years, China's new energy vehicles have indeed achieved not only a leap in production and sales, but also a qualitative improvement in technology.
"Although the production and sales volume this year is less than expected, the market is more standardized." In the view of Ma Xiangbin, president of the Hunan Chamber of Commerce, this year's new energy auto industry has suffered some twists and turns, but it has also become more precipitated. What is clear is that those companies that rely on subsidies or “cheats†will soon be eliminated, and those who have real strength and long-term commitment to the new energy vehicle industry will gain greater market opportunities.
"China is becoming a resource for new energy vehicles in the world." Li Qingwen pointed out that while China has become a new energy vehicle country, various new energy vehicle industry resources around the world have begun to gather in China, technology, talents, and capital. China's mobility has produced a depression effect of resource agglomeration. At this time, the domestic elimination of a new energy industry has gradually begun.
"At that time, 95% of the power batteries will be eliminated." For the 2017 "Automobile Power Battery Industry Standard Conditions" issued by the Ministry of Industry and Information Technology in November this year, Hunan Keyu battery related person He Hongwei believes that the draft is intended to improve The level of China's power battery manufacturers, rather than allowing power battery manufacturers to bloom everywhere. Once the New Deal is implemented, the entire new energy power battery industry will be reshuffled, and only large and strong enterprises will survive and develop.
In August of this year, the “Measures for the Management of Carbon Equity for New Energy Vehicles (Draft for Comment)†was officially released, and it is planned to be piloted nationwide in 2017. At that time, China’s new energy vehicles will also usher in the era of carbon allowance. Industry insiders said that the introduction of a new energy carbon quota system is also to accelerate the development of new energy vehicles, which will not only make the industry more competitive, but also promote the transformation and upgrading of the industry.
Filling in the short board, "Electric Xiang Army" speeds up development
"As a battery industry in the three key areas of new energy vehicles, it has long been a short board in Hunan." Ma Tianyi said that although Hunan is a major battery raw material province, it has been in a blank position in battery manufacturing. However, fortunately, after a targeted cultivation in recent years, Hunan has also begun to emerge a number of battery companies with independent technical strength.
“When the company's products are listed, it is quickly welcomed by the domestic and international markets.†Liu Zhuo, deputy general manager of Miaosheng Power Technology Co., Ltd., said in an interview that its world-first lithium battery “immune system†technology not only solves the world of battery temperature control. The level of difficulty, but also through its own technological advantages, the industrialization of polymer lithium-ion battery technology.
According to reports, Miao Sheng Power has established cooperation with Chongqing Lifan, Dongfeng, Zhongli and other vehicle companies, and is currently negotiating cooperation with BAIC, Geely, Chery, SAIC, Yutong, Jinlong, Great Wall, Wuzhoulong, Meihua Bus, etc. Users also have a large number of companies. Liu Zhuo also told reporters that they are currently expanding their new production bases in Shenyang and Changsha. The Shenyang base will have an annual production capacity of 6 billion watt-hours. It is expected to be put into production next year. The Changsha base will also add an annual production capacity of 6 billion watt-hours. If it is fast, it will be put into production next year. By then, the company's annual output can reach 13 billion watt-hours, and the annual output value will exceed 20 billion.
"We have been supplying more than 90,000 sets of products to Toyota since the second two years of judgment in February 2015. We have never had a quality complaint." He Hongwei introduced the first batch of the Ministry of Industry and Information Technology. Among the 10 companies in the battery company catalog, Keba is the only nickel-hydrogen vehicle power battery manufacturer. In order to occupy the leading position in technology, KBA's head office, Keliyuan, has established a technology development research institute in Nagoya, Japan, with annual R&D investment costs accounting for 10% to 15% of total sales. In addition, Hunan also has excellent battery companies such as Thornton and Shanshan.
Not only that, in recent years, our province relies on Hunan University and Central South University as the technical support, attracting many leading enterprises of new energy automobile production to come to the layout, and the new energy automobile industry has developed rapidly. Ma Tianyi introduced that Hunan has already possessed the R&D and manufacturing technology capabilities of new energy vehicles and motor electronic control products and the obvious advantages of battery materials resources, and initially formed new energy vehicles, motor electric control, power battery and battery materials, charging piles, etc. Complete industrial chain.
According to the Provincial Development and Reform Commission, during the "13th Five-Year Plan" period, the province will add 220,000 electric vehicles, which will drive the consumption of electric vehicles in the province to 33 billion yuan. The province's electric vehicle manufacturing value will reach 60 billion yuan, electric vehicles. The operating income of new products and key components of the whole vehicle reached 100 billion yuan. "The next 10 years will be a strategic opportunity for the development of new energy vehicles in China. Hunan Province has advantages in resources, technology, enterprises and supporting facilities, and will seize the opportunity to accelerate development." He Hongwei said.
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China's new energy vehicle production this year may account for 40% of the world
Although the production and sales of new energy vehicles in China are far from the expected, according to estimates by the China Automobile Association, China's new energy vehicle production is expected to account for 40% of the global total in 2016. Xu Yanhua, deputy secretary-general of the China Association of Automobile Manufacturers, said that from January to October, the proportion of new energy products in China's automobiles has exceeded 1.6%.
Gleey , https://www.geelygroups.com