On March 21, we participated in the International New Energy Vehicle Innovation Forum and conducted in-depth exchanges with participating experts. The experts of production, study, and research analyzed the current industrial status and strategic vision of new energy vehicles from a unique perspective.
China’s car ownership keeps growing, and car fuel consumption continues to rise. It is expected to reach 250 million tons by 2020. The degree of dependence on foreign oil is continuously increasing and is expected to reach 70% in 2030. At the same time, environmental protection is also facing pressure. The Chinese government promised that by 2020, China's CO2 emissions per unit of GDP will be 40%-50% lower than in 2005.
The new energy automobile market is expected to make great progress in both industrialization and market distribution. Some factors have contributed to the rapid progress of the market. Major automobile manufacturers are planning entry-level new energy automotive products that are more suitable for market demand. The government will work with specific operating companies to arrange more funding support and policy support for the infrastructure of the power station. At the same time, it is expected that instability in the Middle East may push up global oil prices for some time in the future, thus prompting the market to launch alternative plans for new energy vehicles.
At present, under the new situation of national economic growth mode transformation and industrial structure adjustment, the automobile industry will follow this trend and change extensive growth. This will help enterprises to speed up the research and development of core technology, help the industry to carry out technological upgrading and optimization of industrial structure, comply with the natural law of survival of the fittest. Based on the above analysis, we maintain the industry's "look" rating, suggesting that we focus on companies that have benefited from emission upgrades and energy-saving and new energy vehicles.
The prospects for key parts and components industries are promising As of October 2011, 25 model cities have promoted a total of 13,085 energy-saving and new energy vehicles. Demonstration of the promotion of new energy vehicles (including electric vehicles, plug-in/transmission units, fuel cells) 6142, of which demonstration and promotion of hybrid (energy-saving) cars 6943.
A total of 61 new energy automobile production enterprises and 271 new energy automobile products were listed in the 23 batches of the “Recommended Vehicle Model List for Energy Conservation and New Energy Vehicles Demonstration, Extension and Application†issued jointly by the Ministry of Industry and Information Technology and the Ministry of Science and Technology. Some domestic automobile backbone enterprises have formulated clear plans for the development of new energy automotive products. State-owned power grid companies, Putian Group, petrochemical oil and other major state-owned enterprises, around the country's new energy vehicle development strategy strong intervention to protect the energy supply of electric vehicles.
The huge market for emerging key components for electric vehicles will bring new opportunities. In 2010, the Ministry of Science and Technology formulated the “12th Five-Year Plan†for the development of electric vehicle technology and launched the “Electric Vehicle Key Technology Projectâ€. The implementation of the "Special Plan", the project start-up capital of nearly 12 billion yuan, of which more than half of the support of emerging parts and components of the industrialization of technological innovation.
While continuing to adhere to the basic research and development layout of “three verticals and three horizontals,†the key technologies of “three horizontals†are further highlighted. This is to promote energy storage devices such as power batteries and fuel cells, and the motor system and its integration with engines and transmissions. Products, "electronic control of the vehicle", "electric steering", "electric air conditioning", "electric braking" and "car network integration", etc., provide technical support for the electronic control system technology and product industrialization of electric vehicles.
In new energy vehicles, the proportion of automotive electronics costs is expected to increase from the current 10% to 50%. It can be seen that the demand for electronic components for new energy vehicles will expand much more than at present.
However, the existence of some unfavorable factors may also pose challenges to the development of key component industries. For example, technological innovation is not enough, industrial resources are insufficient, vehicle cooperation is not smooth, and the industrial form is not clear; forms are more or more deviating from content and blindly developed; users' higher demands bring challenges to the start; and the formation of markets and regulations will take some time. Therefore, it is very necessary to strengthen collaborative innovation and international cooperation to cultivate the emerging parts industry infrastructure. From the industrialization stage, it can be divided into electric accessories - gearbox - engine - motor system - battery system - power platform and vehicle system integration.
In terms of SAIC's new energy vehicle development, as of September 2011, SAIC Motor has entered 23 new energy vehicle models, including 7 passenger cars and 6 commercial vehicles, all of which are electric, hybrid and fuel cells. Have. SAIC Motor intends to achieve a market share of 20% of domestic new energy vehicles, and its development strategy is to focus on accelerating the industrialization of hybrid and electric vehicles, and at the same time promoting the development and demonstration of battery vehicles.
Concerned about the incentives for new energy vehicles In addition to the currently implemented private subsidies for new energy vehicles, there is a new tax law on vehicles that was formally implemented on January 1, 2012, and the “Motor Fuel Consumption Management Measures,†which is expected to be implemented in 2012. 》
"Interim Measures for the Administration of Privately-purchased Pilot Financial Aid Fund for New Energy Vehicles", the subsidy standard is determined based on the power of the battery pack, and new energy vehicles that meet the conditions are subsidized at 3,000 yuan/kWh. The plug-in hybrid passenger car has a maximum subsidy of 50,000 yuan for each vehicle, and a subsidy of 60,000 yuan for a pure electric passenger car.
New energy vehicles are free from vehicle taxes. The free vehicle tax for new energy vehicles has been officially implemented since January 1, 2012. However, for energy-efficient vehicles, the tax for vehicles and boats is halved. Although the intensity of this encouragement is not great, it has transmitted a signal. After that, the government will also have other preferential policies.
In the first Catalogue of Vehicles that Save Energy on the Use of New Energy Vehicles to Reduce Taxes on Vehicles and Vehicles, a total of 49 models from 12 companies including Shanghai Volkswagen, Shanghai GM, Jianghuai Automobile, BYD Auto, Changan Automobile, Dongfeng Automobile, and Southeast Automotive were included. The models are selected. Among them, including Volkswagen Golf, Magotan, Lag Yat, GM Love Europe, Excelle, Nissan Sunny, Tiida, Chery QQ and other hot products, the selected models displacement is below 1.6 liters. Shanghai GM became the biggest winner with 9 models selected. It is worth noting that more than 170 new energy vehicles have been selected, most of which are pure electric buses.
China’s car ownership keeps growing, and car fuel consumption continues to rise. It is expected to reach 250 million tons by 2020. The degree of dependence on foreign oil is continuously increasing and is expected to reach 70% in 2030. At the same time, environmental protection is also facing pressure. The Chinese government promised that by 2020, China's CO2 emissions per unit of GDP will be 40%-50% lower than in 2005.
The new energy automobile market is expected to make great progress in both industrialization and market distribution. Some factors have contributed to the rapid progress of the market. Major automobile manufacturers are planning entry-level new energy automotive products that are more suitable for market demand. The government will work with specific operating companies to arrange more funding support and policy support for the infrastructure of the power station. At the same time, it is expected that instability in the Middle East may push up global oil prices for some time in the future, thus prompting the market to launch alternative plans for new energy vehicles.
At present, under the new situation of national economic growth mode transformation and industrial structure adjustment, the automobile industry will follow this trend and change extensive growth. This will help enterprises to speed up the research and development of core technology, help the industry to carry out technological upgrading and optimization of industrial structure, comply with the natural law of survival of the fittest. Based on the above analysis, we maintain the industry's "look" rating, suggesting that we focus on companies that have benefited from emission upgrades and energy-saving and new energy vehicles.
The prospects for key parts and components industries are promising As of October 2011, 25 model cities have promoted a total of 13,085 energy-saving and new energy vehicles. Demonstration of the promotion of new energy vehicles (including electric vehicles, plug-in/transmission units, fuel cells) 6142, of which demonstration and promotion of hybrid (energy-saving) cars 6943.
A total of 61 new energy automobile production enterprises and 271 new energy automobile products were listed in the 23 batches of the “Recommended Vehicle Model List for Energy Conservation and New Energy Vehicles Demonstration, Extension and Application†issued jointly by the Ministry of Industry and Information Technology and the Ministry of Science and Technology. Some domestic automobile backbone enterprises have formulated clear plans for the development of new energy automotive products. State-owned power grid companies, Putian Group, petrochemical oil and other major state-owned enterprises, around the country's new energy vehicle development strategy strong intervention to protect the energy supply of electric vehicles.
The huge market for emerging key components for electric vehicles will bring new opportunities. In 2010, the Ministry of Science and Technology formulated the “12th Five-Year Plan†for the development of electric vehicle technology and launched the “Electric Vehicle Key Technology Projectâ€. The implementation of the "Special Plan", the project start-up capital of nearly 12 billion yuan, of which more than half of the support of emerging parts and components of the industrialization of technological innovation.
While continuing to adhere to the basic research and development layout of “three verticals and three horizontals,†the key technologies of “three horizontals†are further highlighted. This is to promote energy storage devices such as power batteries and fuel cells, and the motor system and its integration with engines and transmissions. Products, "electronic control of the vehicle", "electric steering", "electric air conditioning", "electric braking" and "car network integration", etc., provide technical support for the electronic control system technology and product industrialization of electric vehicles.
In new energy vehicles, the proportion of automotive electronics costs is expected to increase from the current 10% to 50%. It can be seen that the demand for electronic components for new energy vehicles will expand much more than at present.
However, the existence of some unfavorable factors may also pose challenges to the development of key component industries. For example, technological innovation is not enough, industrial resources are insufficient, vehicle cooperation is not smooth, and the industrial form is not clear; forms are more or more deviating from content and blindly developed; users' higher demands bring challenges to the start; and the formation of markets and regulations will take some time. Therefore, it is very necessary to strengthen collaborative innovation and international cooperation to cultivate the emerging parts industry infrastructure. From the industrialization stage, it can be divided into electric accessories - gearbox - engine - motor system - battery system - power platform and vehicle system integration.
In terms of SAIC's new energy vehicle development, as of September 2011, SAIC Motor has entered 23 new energy vehicle models, including 7 passenger cars and 6 commercial vehicles, all of which are electric, hybrid and fuel cells. Have. SAIC Motor intends to achieve a market share of 20% of domestic new energy vehicles, and its development strategy is to focus on accelerating the industrialization of hybrid and electric vehicles, and at the same time promoting the development and demonstration of battery vehicles.
Concerned about the incentives for new energy vehicles In addition to the currently implemented private subsidies for new energy vehicles, there is a new tax law on vehicles that was formally implemented on January 1, 2012, and the “Motor Fuel Consumption Management Measures,†which is expected to be implemented in 2012. 》
"Interim Measures for the Administration of Privately-purchased Pilot Financial Aid Fund for New Energy Vehicles", the subsidy standard is determined based on the power of the battery pack, and new energy vehicles that meet the conditions are subsidized at 3,000 yuan/kWh. The plug-in hybrid passenger car has a maximum subsidy of 50,000 yuan for each vehicle, and a subsidy of 60,000 yuan for a pure electric passenger car.
New energy vehicles are free from vehicle taxes. The free vehicle tax for new energy vehicles has been officially implemented since January 1, 2012. However, for energy-efficient vehicles, the tax for vehicles and boats is halved. Although the intensity of this encouragement is not great, it has transmitted a signal. After that, the government will also have other preferential policies.
In the first Catalogue of Vehicles that Save Energy on the Use of New Energy Vehicles to Reduce Taxes on Vehicles and Vehicles, a total of 49 models from 12 companies including Shanghai Volkswagen, Shanghai GM, Jianghuai Automobile, BYD Auto, Changan Automobile, Dongfeng Automobile, and Southeast Automotive were included. The models are selected. Among them, including Volkswagen Golf, Magotan, Lag Yat, GM Love Europe, Excelle, Nissan Sunny, Tiida, Chery QQ and other hot products, the selected models displacement is below 1.6 liters. Shanghai GM became the biggest winner with 9 models selected. It is worth noting that more than 170 new energy vehicles have been selected, most of which are pure electric buses.
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