Energy-saving promotion catalog announces a new strategy driven by the auto market

Since the publication of the first “Energy Conservation Products Huimin Project” energy-saving vehicles (1.6-liter passenger cars and below) promotion catalog in June of this year, the National Development and Reform Commission, the Ministry of Industry and Information Technology, and the Ministry of Finance announced the second batch of energy-saving vehicles again on August 17. Promotion directory. Among them, a total of 61 models from 30 brands of 12 automakers were short-listed, and Chery, FAW-Volkswagen, Changan Ford etc. were the main beneficiaries. At the same time, some of the first batch of beneficiary car companies benefited continued to be supplemented. Immediately afterwards, the news that “16 major central SOEs will establish a major coalition of new energy automobile central enterprises on August 18th” once again caused a great shock in the industry. The list of major leagues includes not only state-owned power grids, China Southern Power Grid Corporation, Sinopec, and CNOOC, which have already clearly entered the new energy vehicle sector. They also appear for the first time in the form of CNPC.

In this regard, analysts believe that the country's development strategy around the new energy automotive industry has begun to take shape, the future of new energy vehicles related to the industrial chain, such as charging stations, batteries and other competition will become increasingly fierce.

Energy-saving promotion catalog announced boosts sales of low-profile models

In recent years, while enjoying the convenience brought by automobiles, people have gradually begun to pay attention to a series of issues such as energy security, environmental pollution, and global warming. At present, energy conservation and emission reduction have also become common tasks in the development of the global automotive industry. The development of new energy vehicles has become the strategic direction of China's auto industry.

Based on this, in the past one or two years, the country has successively introduced a number of new energy automobile industry development policies, of which the most noticeable is the "Interim Measures for the Administration of Privately-purchased New Energy Vehicle Pilot Financial Aid Funds" and "Energy-saving Products. Huimin Project "Executive Rules for the Promotion of Passenger Vehicles with Energy-saving Vehicles (1.6L and Below)".

According to the data released by the China Automobile Research Association recently, in the context of the overall downturn in the auto market in July this year, sales fell by 3.44%, the 71 cars involved in the first list of energy-saving vehicles achieved 11.75% growth in sales, directly Pulling the sales volume of 1.6L or less displacement models, the policy's pulling effect on the auto market is evident.

“Now the wait-and-feel sentiment for some consumers to buy cars is partly due to the second and third batch of subsidy programs in other countries. This delays the purchase plan.” A distributor of Huizhou FAW-Volkswagen said, like the Sagitar 1.4T The models are very popular, many customers just want to wait for subsidies, so in the last few days they have chosen to buy more cars.

According to reports, at the end of September or early October of this year, the three ministries and commissions of the country are expected to announce the third batch of energy-saving vehicle promotion catalogues. Dongfeng Citroen Sega and Peugeot 408 models are also expected to be finalists. In this regard, the relevant industry sources said that with the first batch of subsidies experience, the second batch of the third batch of vehicle model subsidies will be implemented faster.

New energy sources are gathering momentum for the electric vehicle industry

“Now, no car company has not planned for the field of new energy vehicles, especially in the development of the electric vehicle industry. Whether it is a joint venture of a multinational car dealer in China or a local car manufacturer, they have all issued Plan for new energy vehicles represented by electric vehicles.” Experts from the Huizhou automotive industry said that these plans will be effective in 3 to 5 years, and at that time, China is likely to become the main driver of electric vehicles in the world. Developers and manufacturers.

On August 18 of this year, the State-owned Assets Supervision and Administration Commission of the State Council convened representatives from 16 central SOEs in Beijing to sign the “Constitution of the Central Electric Vehicle Industry Alliance”, which also lays down the agenda for the “Energy-saving and New Energy Vehicle Industry Development Plan”. . As a result, the establishment of the central enterprise electric vehicle industry alliance will end state-owned enterprises in the development of new energy vehicles, "single heads-up" situation, 16 central enterprises will be in the new energy vehicles R & D, production and related supporting infrastructure construction and other aspects of each other Cooperate to jointly develop China's new energy automotive industry.

It is reported that the near-term goal set by the industry coalition's articles of association is to harmonize industry-related technical standards and coordinate the development of upstream and downstream enterprises in the industrial chain. In the medium and long term, it is necessary to master the core technologies of electric vehicles and to create an internationally competitive Chinese electric vehicle company and brand. However, the China National Electric Vehicle Alliance is just a branch of the China New Energy Vehicle Alliance. As early as last July, the China Association of Automobile Manufacturers convened 10 companies including SAIC, FAW, Dongfeng, Chang'an and GAC. The "China Automotive T10 Summit" has formed the Electric Vehicle Alliance. According to relevant sources, the establishment of an industrial alliance to achieve the "shared responsibilities, benefit-sharing" model is expected to become the main mode of development of new energy vehicles in the future. Therefore, on the road to the development of the new energy automobile industry, the direction of the policy toward the development of the electric vehicle industry is becoming clearer and clearer.

Benefit from new energy industry

On August 21, Yang Qingshang, deputy general manager of the State Grid Corporation of China, stated at the China Electric Vehicle Industry Summit Forum held in Tianjin that the purpose of serving the pilot projects of national energy conservation and new energy vehicles demonstration and promotion is to solve the problem of charging, which restricts the development of electric vehicles. As for the bottleneck problem, the company will plan to build 75 public utility exchange stations and 6,209 charging piles this year.

It is understood that the load generated by the random charging mode of large-scale electric vehicles will have a strong impact on the power grid. At the same time, the charging process of electric vehicles is mainly AC and DC power conversion, and the large amount of harmonics generated will directly affect the power grid and residents. Electricity quality. Therefore, the charging of electric vehicles must be orderly, and the planning of charging facilities should be included in the grid construction and urban construction planning. It is reported that in order to allow more people to use electric vehicles, the State Grid Corporation of China will further increase the number of utility charging and switching stations and charging piles, and plans to build it into a dense scale that is equivalent to that of auto gas stations. .

“At present, the construction of a charging station will cost about 4 million yuan. In the future, it will produce an average market of billions of dollars per year. The relevant listed companies will benefit greatly.” The person in charge of the power system said that the sooner companies enter the charging station market, The more you can enjoy the great economic benefits of charging stations.

In addition to the charging stations, benefiting from the rapid development of electric vehicles, the market size of power lithium-ion batteries is also rapidly expanding in recent years. According to statistics from authoritative organizations, the annual average compound annual growth rate of the lithium-ion battery market will be as high as 50% or more from 2010 to 2018, and it is expected to reach 16 billion US dollars in 2018.

"As the scale continues to expand, the cost of automotive lithium-ion battery will gradually decrease." An electric lithium-ion battery manufacturer said that the power lithium-ion battery maker will reduce the cost through scale effect, so that the price of lithium-ion battery for car At a reasonable level, "open circuit" for the future development and large-scale application of electric vehicles.

However, there are also industry insiders pointed out that lithium-ion battery cathode material is highly demanding, so it is more optimistic about lithium iron phosphate. It is said that in the future, lithium iron phosphate, lithium manganate and multiple materials will coexist.