New energy vehicles refer to the use of unconventional vehicle fuels as a power source (or the use of conventional vehicle fuels, the use of new vehicle power units), integrated vehicle power control and drive technology, the formation of advanced technology, with New technology, new structure of the car. On September 8, 2016, the Ministry of Finance exposed five new energy vehicle manufacturers, including Suzhou Jim West Bus Manufacturing Co., Ltd., to defraud the state's financial subsidies by more than 1 billion yuan. Individual enterprises have been disqualified from vehicle production.
Development status of new energy vehicles1. Development results
After decades of research from the research work on new energy vehicles to significant progress, a large-scale replacement of fuel-driven vehicles has begun, and new energy vehicle research and development has begun. Nowadays, the research and development of new energy vehicles is remarkable. Hybrid vehicles and pure electric vehicles have been put into use in some regions, and fuel cell vehicles are under study. For example, on the Wuhan bus line, 20 hybrid electric buses produced by Dongfeng Company have been started, and some traditional fuel buses and new energy vehicles alternately appear on lines 510 and 585.
2. Policy orientation
With the continuous introduction of policies in various cities, the development prospects of new energy vehicles in China are not wide. New energy vehicles are also constantly undergoing major changes. In February 2009, the State Council issued the "Automobile Industry Adjustment and Revitalization Plan", with the goal of increasing the transformation of automobiles and increasing the production capacity of new energy vehicles to 50 vehicles. The sales ratio will also increase, accounting for 5% of the total vehicle sales. about. At the same time, the State Council increased its investment in funds, including special funds for technological progress and technological transformation, and supporting key automobile production enterprises. Cities are also involved in the transformation of new energy vehicles. By 2009, there are already 13 cities including Beijing, Shanghai, Chongqing and other pilot projects for energy conservation and new energy vehicle promotion. Different levels of subsidies have been introduced in the purchase of new energy vehicles, including hybrid electric vehicles, pure electric vehicles, and fuel cell vehicles. The standard is based on the fuel economy and the maximum electric power ratio. With the continuous introduction of various policies, new energy vehicles are becoming more and more popular, and other cities are keeping pace. It is expected that relevant policies will continue to be introduced.
3. R&D lineup
With the continuous advancement of technology and the continuous promotion of policies, at least 30 bus companies, six major automobile groups, and Chery, Geely, and BYD have joined the research on new energy systems, and their lineup cannot be ignored. For example, SAIC Group has invested RMB 2 billion to develop new energy vehicles to establish Shanghai Jieneng, and each city plans to establish a new energy automobile industry alliance and construction industrialization base similar to Beijing.
New energy vehicles will welcome a major positive. According to the unified arrangement of the Ministry of Public Security, before the end of December 2017, in addition to the municipality, the provincial capital, and the capital city of the autonomous region, at least one or two cities in each province (district) will use the new number plate; in the first half of 2018, all cities in the country will be comprehensive. Enable the new number plate.
There will be more and more new energy vehicles running on the road. According to public information from the Ministry of Public Security, on the basis of summing up the pilot experience, the Ministry of Public Security will gradually promote the application of new energy vehicles nationwide, which means that provincial capital cities including Hangzhou, Kunming, Chongqing and Changchun will be 12 The special number plate for new energy vehicles will be activated before the end of the month. At present, there are more than 1 million new energy vehicles in the country.
According to the State Council's "Energy Conservation and New Energy Vehicle Industry Development Plan (2012-2020)", new energy vehicles mainly include pure electric vehicles, plug-in hybrid vehicles and fuel cell vehicles. According to the news of Xinhua News Agency on August 13, according to the unified arrangement of the Ministry of Public Security, as of the end of 2017, in addition to the municipality, provincial capital, and the capital city of the autonomous region, at least one or two cities in each province (district) will use the new number plate; In the first half of the year, all new cities in the country were fully activated.
Compared with the ordinary car number plate, the number plate number of the new energy vehicle has increased by one, from 5 to 6 digits. For example, the original “Yue B·D1234†can be upgraded to “Guangdong B·D12345â€. At the same time, green is the main color of the number plate, and a special logo has been added. Specifically, the base color of the special number plate for small new energy vehicles adopts a gradual green color, and the base number of the special number plate for large new energy vehicles adopts yellow and green double color. The former is yellow and the bottom is green; the latter is yellow on the left and green on the right, reflecting the green concept from the shape.
According to recent news from Xi'an Evening News, the size of the special number plate for new energy vehicles is 480mm 140mm, and the length of the number plate is 40mm larger than that of the ordinary number plate. The width of the number plate of large new energy vehicles is reduced by 80mm. The number of the number plate is increased, the resources are more abundant, and the coding rules are more scientific and reasonable, which can meet the needs of the arrangement of “less use of letters and more use of numbersâ€. It is worth noting that the new energy vehicle license plate number is unchanged, and still implements the current national standard number plate charging standard, 100 yuan per deck.
In fact, in order to better distinguish new energy vehicles, since 2016, the Ministry of Public Security has launched a special number design and pilot work for new energy vehicles, and implemented classified registration and classified management. In the same year, 7 cities including Shanghai, Nanjing, Wuxi, Jinan and Shenzhen have already piloted 76,000 dedicated number plates. Soon, starting from November this year, China will also increase 10 pilot cities in Baoding, Changchun, Fuzhou, Qingdao, Zhengzhou, Zhongshan, Liuzhou, Chongqing, Chengdu and Kunming. By the first half of next year, all the cities in the country will fully activate the new number plate.
Wang Qiang, deputy director of the Traffic Management Bureau of the Ministry of Public Security, said that after the new license plate is activated, all new license plates will be issued for the registration and transfer registration of new energy vehicles. For new energy vehicles that have received the ordinary car number plate, the owner can voluntarily redeem the new energy car number plate, and can continue to use the original ordinary car number plate. In addition to promoting the application of the new license plate for new energy vehicles, the Ministry of Public Security will also study and improve the design of ordinary car license plates. In order to accurately trace the source and solve a series of problems in the management of decks, fake cards and number plates, the special number plates for new energy vehicles also use anti-counterfeiting technologies such as two-dimensional bar code, anti-counterfeit shading and laser pattern.
When new energy vehicles are used to voluntarily redeem new licence plates, members of the public can make online appointments and make online appointments for time and place. The industry generally believes that, on the one hand, it is possible to distinguish new energy vehicles more effectively and conveniently, implement differentiated traffic management policies, and provide better carriers for new energy vehicles, convenience, travel services, and tax incentives. On the other hand, it will bring more vivid and direct substantive benefits to the new energy automobile industry.
1, the replacement process starts
Statistics show that in August 2017, China's new energy passenger vehicle sales of 54,000 vehicles, an increase of 80.6%, an increase of 25%, slightly exceeding market expectations. In addition, the sales of new energy commercial vehicles in August is expected to reach 18,000 - 22,000, and the total sales of new energy vehicles in August will be 72,000 - 76,000.
CIC Securities Zhang Lei expects that with the arrival of passenger car purchases of “Golden September and Silver 10†and the gradual landing of passenger car purchase orders, the monthly sales volume in September is expected to exceed 90,000 units, and the annual target of 700,000 vehicles can be achieved. The production and sales of new energy vehicles have gradually strengthened, and the new energy commercial vehicles have been substantially released. The new turning point of new energy vehicles in production and sales has basically arrived.
At present, many countries have adjusted their development strategies one after another, accelerating the industrial layout in the new energy and intelligent network industries, and occupying a new round of commanding heights. In response to the timetable for some countries to stop production and sales of traditional energy vehicles, Xin Guobin, deputy minister of the Ministry of Industry and Information Technology, recently revealed that the Ministry of Industry and Information Technology has also initiated relevant research to formulate China’s own timetable for the ban on the sale of traditional fuel vehicles.
Pacific Securities analyst Zhang Xue said that China was originally the country with the strongest promotion of new energy vehicles. The study launched a comprehensive ban on traditional fuel vehicles, indicating that the support is further upgraded and the strategy for developing new energy vehicles is more determined. “Overall, the economy has entered a medium-speed growth, and the L-shaped trend has been in the long-term. The new energy automobile industry has just started, and will maintain a compound growth rate of 30% in the next few years, which is the industry with the most certain growth.â€
In particular, since 2017, China has launched 8 batches of “Recommended Models for Promotion and Application of New Energy Vehiclesâ€, which has accumulated 2,538 models of 188 enterprises, accounting for more than 70% of pure electric vehicles. In addition, 12 batches of “new energy-free vehicles†have been introduced. The Catalogue of Purchase Taxes, in which three batches were released in 2017, the pace is faster than ever. According to relevant reports, the "Parallel Management Measures for the Average Fuel Consumption of Passenger Vehicle Enterprises and New Energy Energy Vehicles" will also be introduced soon. This will be the killer of the post-subsidy era of new energy vehicles, and the development of new energy vehicles will be promoted by the policy. An important turning point.
"The determination of the state to support the development of the new energy automobile industry has been very clear. The follow-up of the double-point policy or the subsidy adjustment policy will be based on this principle." Liu Rui, an analyst at Everbright Securities, expects that this year's subsidies have declined, affecting Sales of new energy vehicles, but the target of 2 million vehicles in 2020 remains unchanged, and sales will still maintain a compound growth rate of nearly 40%.
2, high growth and high sustainability
Following Volkswagen and Jianghuai, Daimler and BAIC, Zotye and Ford, Renault Nissan recently announced the establishment of a joint venture with Dongfeng Motor Group Co., Ltd. - Yijiete New Energy Automobile Co., Ltd. to jointly develop electric vehicles and new energy vehicles. Another case of "marriage" was born. In addition, the Ministry of Transport issued a document saying that it is necessary to upgrade the professionalization level of cold chain logistics equipment and encourage the promotion and use of energy-saving and environmentally-friendly refrigerated and heat-insulated vehicles such as new energy.
In the long run, policy support is good and has a long-term mechanism. The industry leaders accelerate the binding and achieve common growth. The traditional vehicle leaders have turned to new energy vehicles, and the industry has a large space and big opportunities. In the short term, The pressure on the whole industry chain is not small. It is necessary to quickly reduce the price to make up the economy in the new country, and to improve the technical level and product performance to compete with the fuel truck. Under the pressure, the industry is still accelerating, the leading footsteps at home and abroad continue to move forward, the price reduction rate in all links exceeds expectations, and new products have opened up the real demand of the market. Zhongtai Securities firmly believes that new energy vehicles must be industries that are scarce in recent years and have high sustainability and growth.
In the direction of layout, Bohai Securities believes that the development of new energy vehicles will continue to improve in the second half of the year, and production and sales are expected to gradually increase. It is recommended to focus on investment opportunities in new energy passenger vehicles and operations, logistics special vehicles and new energy buses. In addition, with the efforts of major domestic and foreign manufacturers to increase product development and promotion, the cost-effective "explosion models" products are expected to continue to be launched, thus promoting the popularity of intelligent networked vehicles, it is recommended to focus on the "explosive models" product orders exceeded expectations And the investment opportunities brought by the impact of major industry events.
“New energy vehicles replace 'mechanical' with 'electricity'. Power battery is the core component of new energy vehicles. It has high technical content, large capital investment and strong resource endowment. It is the focus of competition in the industry. In addition, lithium carbonate The resource products represented by cobalt and metal, such as wet-membrane, lithium-ion copper foil and cathode materials, have higher thresholds and are the top priority for investors. Zhang said.
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