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The enthusiasm of new energy vehicles under the cooling of the car market can still expose several major problems.

iconOct 26, 2018 17:32
Source:SMM

SMM10 26: unlike the traditional auto sales season "Jinjiu" in previous years, more than half of 2018 has passed, the Chinese car market is not only continuing the slow growth trend, the constantly updated monthly data is a reflection of the harshness of reality. Passenger federation data show that in September this year, China's narrow passenger car retail sales of 1904525 units, down 13.2% from the same period last year, the decline continued to expand to double digits; From January to September, retail sales of narrow passenger cars totaled 6846812 units, a year-on-year growth rate of-0.6 percent, a rare cumulative negative year-on-year growth. The car market has seen three consecutive months of year-on-year sales growth, falling to a "freezing point" in the past seven years.

However, in the global car market full of rustling cold environment, the new energy vehicle market is in the ascendant, new energy vehicle sales growth rate, attracting the major automotive giants to increase the layout, the industry believes that new energy vehicles will meet the global volume.

A few days ago, Tesla (Shanghai) Co., Ltd. successfully won 864885 square meters (1297.32 mu) of industrial land on Q01-05, a port-adjacent equipment industrial district in Shanghai, at a price of 973 million yuan. This also marks the substantial landing of the Tesla Shanghai Super Factory in the port area. It is estimated that the total investment in the project will exceed at least 14.072 billion yuan in the future. Subsequently, SAIC Volkswagen new energy vehicle plant announced the opening of. The plant is Volkswagen Group's first pure MEB plant in the world. The project, with a total investment of 17 billion yuan, is scheduled to be completed and put into production in 2020 with a planned annual production capacity of 300000 vehicles. It is reported that SAIC Volkswagen a number of new pure electric models will be put into production in the new energy vehicle plant, including positioning medium and large pure electric SUV.

In order to speed up the promotion of new energy vehicles, at present, China has accelerated the introduction of policies, including Anhui Province, which proposes to produce and sell about 150000 new energy vehicles by 2020. Jiangsu Province has put forward the goal of "popularizing more than 150000 standard vehicles of new energy vehicles in the whole province from 2018 to 2020". As for the construction of supporting facilities, as of July this year, a total of 275000 public charging piles had been built, an increase of 52 percent over the same period last year, the private installation rate of new users was close to 80 percent, and the special number plates for new energy vehicles had been widely used throughout the country.

In 2017, more than 1.42 million new energy vehicles were sold in major countries around the world, and 777000 vehicles were sold in China, accounting for 2.69 per cent of new car sales, Wan Gang, vice chairman of the CPPCC National Committee, said recently. In 2018, China's new energy vehicle industry continued to develop, technological progress is obvious, is expected to produce and sell more than 1 million vehicles.

According to the Transportation Administration of the Ministry of Public Security, as of September 2018, the number of new energy vehicles had reached 2.21 million, of which 1.78 million were pure electric vehicles, accounting for 80.53 per cent of the total number of new energy vehicles.

In addition, according to the "Energy Saving and New Energy vehicle Industry Development Plan (2012-2020)" issued by the State Council, the cumulative production and sales of domestic new energy vehicles will reach 5 million by 2020. Judging from the data, both consumers and the industry as a whole have great enthusiasm for new energy vehicles.

But behind the enthusiasm, the problems exposed by new energy vehicles are also gradually prominent.

Poor endurance

At present, many new energy vehicle enterprises often focus on publicizing "mileage". However, relevant people pointed out that the operating mileage of pure electric vehicles announced by automobile enterprises is based on the comprehensive consideration of urban roads and suburban roads, and an idealized working condition of constant speed mileage, which often has a big gap with the reality.

Range is mostly "theoretical". In China, there are no strict laws and regulations on the error reasonable standard between the experimental calibration data of battery capacity and mileage of new energy vehicles and the actual use of different seasons, resulting in some enterprises to exploit loopholes and false propaganda on mileage.

For how to improve the endurance of electric vehicles, because the energy used by electric vehicles is mainly on-board batteries, that is, lithium batteries, so the main way to improve the endurance of electric vehicles is to increase the battery capacity. Of course, it is also effective to improve the efficiency of energy use, the use of energy recovery system and so on.

Charging pile is also a serious problem.

With the gradual maturity of the whole new energy vehicle industry chain and the gradual release of market demand, the problems of insufficient structural supply of charging infrastructure and lagging overall scale have become increasingly prominent, making up for the shortcomings. It is urgent to speed up the construction of supporting infrastructure such as charging pile.

It can be said that the construction of charging infrastructure is not only related to how far new energy vehicles can run, but also related to the development prospects of new energy vehicles.

On January 20, 2018, at the China Electric vehicle 100 people Forum (2018), Minister of Industry and Information Technology Miao Wei pointed out: "charging infrastructure is still a weakness in our development. At present, the pile ratio is only 3.5 / 1. With the continuous growth of the number of new energy vehicles, the structural supply of charging infrastructure is becoming increasingly prominent, and the overall scale still lags behind. The number of public charging piles planned for 2020 is about 500000, but it still does not match the scale of the development of new energy vehicles in the same period. As I mentioned earlier, this is not too high. If we look at the annual production and sales of 2 million vehicles in 2020 and the ownership of 5 million vehicles, and the number of charging piles we plan to build, it will not only not optimize this target, but will further worsen it. On the other hand, the layout of charging facilities is not reasonable. The utilization rate of public charging piles is less than 15%, and a sustainable business development model has not yet been formed. There is a two-way contradiction between the profit difficulties of operating enterprises and the high charging price reflected by consumers. "

The State Grid Corporation also said it plans to build 120000 public charging piles for electric vehicles by 2020 and build a public charging network covering all cities in Beijing, Tianjin, Hebei, Shandong, the Yangtze River Delta and other major cities. According to industry estimates, from the construction lag to "moderate advance", the charging pile industry will usher in great development in the next three years, with a market scale of hundreds of billions.

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New Energy vehicles
production and sales
data
Policy

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