SMM News: looking back on the course of the new energy vehicle industry in June, it is most appropriate to use the word "ups and downs" to describe it. This month, the growth rate of new energy vehicle sales slowed down sharply, the hydrogen energy industry warmed up rapidly, Evergrande went south and north to build a base, the "white list" of power batteries withdrew from the historical stage, and Wei Lai launched the first recall of new forces. The world car has chosen eight major events to witness with you.
Linear heating up of hydrogen energy industry
Following the formal completion of the world's largest and highest grade hydrogen fuel cell vehicle hydrogenation station in Shanghai Chemical Industry District on June 5, on June 10, Jiading District of Shanghai launched the "hydrogen fuel Cell vehicle Industry agglomeration area Planning" and "relevant opinions to encourage the Development of hydrogen fuel Cell vehicle Industry (for trial implementation)."
It is reported that the Jiading planned hydrogen fuel cell vehicle industry gathering area, located in Anting Town Ring Tongji District. The area is located to the west of Yantietang and north of Cao'an Highway, with a planning area of 2.15 square kilometers. According to the target, by 2025, the annual output value of the whole industrial chain of hydrogen energy and fuel cell vehicles in Jiading District will exceed 50 billion yuan.
Since the national "two sessions" at the beginning of this year, the development of the hydrogen energy industry has been written into the "government work report" for the first time, the heat of China's hydrogen energy industry has skyrocketed, and local governments have gone out of local planning for Taiwan hydrogen fuel cells one after another. a round of competition for the development of the local fuel cell industry has begun.
Sales growth of new energy vehicles slowed to 1.8%
Under the background of the overall downturn of the car market, the rapid growth of new energy vehicles in recent years has also fallen back and entered the stage of low-speed growth. Sales of new energy vehicles were 104000 in May 2019, up only 1.8 per cent from January to May, according to the CAAC. Sales of new energy vehicles totaled 464000, up 41.5 per cent from a year earlier.
Xu Haidong, assistant secretary general of the CAAC, said that there are two reasons for this situation. First, in the process of switching, a large number of sales promotion of Guowu models led to the transfer of some new energy consumers; second, before the release of the subsidy retreat policy, some of the sales have been released.
The CAAC is still optimistic about the sales trend of the new energy vehicle market in the future. With the continuous increase of models in line with the sixth National Standard, as well as the continuous effect of a series of policy measures such as tax reduction and fee reduction, in particular, the notice on the issuance of the implementation Plan for promoting the Renewal and upgrading of key Consumer goods (2019-2020) issued in early June will bring a relatively positive role to the passenger car market. At the same time, the production and sales of new energy vehicles will continue to maintain rapid growth.
Evergrande builds New Energy vehicle Base in North and South
Evergrande's dream of building a car made a lot of progress this June. On June 11, the Guangzhou Municipal people's Government and Evergrande Group signed a framework agreement on strategic cooperation and a series of major investment cooperation agreements in Nansha. The two sides agreed that the three major bases of Evergrande's new energy automobile industry will be located in Nansha, with a total investment of 160 billion. Among them, the vehicle R & D and production base will be built into a production base for Evergrande New Energy vehicle Group with an annual production capacity of 1 million vehicles in the future; the battery R & D and production base will build a power battery super factory on a 50GWH production scale; and the motor R & D and production base will build a motor and electronic control system production base for 1 million vehicles.
On June 15, Evergrande quickly signed a strategic cooperation agreement with the Shenyang Municipal people's Government, planning to invest 120 billion yuan to build three major bases of new energy vehicles in Shenyang. Evergrande new energy vehicle R & D and production base will be located in Shenyang Hunnan District, wheel motor R & D and production base and power battery super factory will be located in Tiexi District.
It can be seen that when Evergrande signed agreements with Guangzhou and Shenyang, there was no great difference in content except for the amount of investment. Evergrande's goal is very clear that it wants to build new energy bases everywhere, but in the context of overcapacity, the expansion of the vehicle production base is not easy to be approved. It remains to be seen whether Evergrande's move south and north will proceed smoothly and land on the ground.
Power battery "whitelist" withdraws from historical stage
On June 21, the Ministry of Industry and Information Technology issued a document abolishing the "Standard conditions for the Automobile Power Battery Industry" (hereinafter referred to as the "Standard conditions"). The first, second, third and fourth batch of enterprise catalogues that met the requirements of the specification were also abolished at the same time.
In 2015, in the face of the power battery industry, which is in the period of cultivation, the Ministry of Industry and Information Technology issued "Standard conditions" in March of that year, which explicitly required power battery enterprises to comply with the requirements of "Standard conditions". Through the "Automobile Power Battery production Enterprise Management system" to make an online declaration, only new energy vehicles carrying this kind of power batteries can enter the recommended catalogue for the Popularization and Application of New Energy vehicles. And then get subsidies, so far China's power battery industry into the "white list" era.
The abolition of "normative conditions" marks the formal end of a new energy era dominated by the "power battery whitelist," and the era of more technical options and more economic and safe power batteries will begin. But at the same time, it can be predicted that domestic power battery enterprises will also face direct competition from international lithium power giants, and the process of power battery knockout stage will be further accelerated.
End of transition period for new energy subsidies
On June 25, the three-month retrogression transition period of new energy subsidies ended, and the new subsidy policy in 2019 was formally implemented on June 26.
The new subsidy policy, in addition to further reducing the amount of subsidies, also requires local governments to improve the policy, and no longer subsidize the purchase of new energy vehicles after the transition period, with the exception of new energy buses and fuel cell vehicles. At the same time, the policy requires local governments to convert subsidies used at the purchasing end to support charging, "short board" construction of hydrogenation infrastructure and supporting operational services. If the local government continues to grant purchase subsidies, the central government will make corresponding deductions from the relevant financial subsidies.
At present, Beijing, Chongqing and other places have issued documents to implement the latest standards. Beijing has announced that it will eliminate land replacement for pure electric vehicles from June 26; fuel cell vehicles will still be subsidised in accordance with the central 1 / 0.5, and will be adjusted in accordance with the central policy. Chongqing, on the other hand, has changed its policy focus from "car replacement" to "electricity replenishment", and has strengthened its support for infrastructure construction such as charging piles and hydrogenation stations.
BMW electrification strategy reached 2 years ahead of schedule
On June 25, at the "BMW Group # NEXTGen Future Summit" held by BMW World in Munich, BMW Group Chairman Kruger announced that he would accelerate the expansion of electric products. BMW Group is driving into the fast lane of sustainable transportation to ensure the development of enterprises in the future, and by 2023, BMW Group will provide 25 electric models to the market, two years ahead of schedule, Kruger said. more than half of the 25 new energy models will be pure electric cars.
The speed-up plan suggests that BMW will be able to respond quickly to market demand thanks to flexible platforms capable of parallel production of pure electric, plug-in hybrid and internal combustion engine transmission systems. It is predicted that electric vehicle sales will maintain a high growth rate between now and 2025, with an average annual growth rate of about 30%.
The first case of a new power! 4803 Weilai ES8 recalls
On June 27th, Weilai announced that the recall section carried a total of 4803 Ulai ES8 electric vehicles with power battery packs produced between April 2, 2018 and October 19, 2018.
The reason for the recall is that the power battery kits used by these vehicles are loaded with modules of specification type NEV-P50, and the voltage sampling wire harness in the module has an improper direction, which may be squeezed by the upper cover of the module, resulting in wear and tear of the extruded voltage sampling wire harness skin insulation material, and in extreme cases, it may cause the wire harness insulation layer to burn out, resulting in battery package heat out of control and fire, and there is a safety hazard.
Wei Lai said that all recalled vehicles will be free of charge to replace the specifications of the NEV-P102 module battery pack, in order to eliminate the above safety risks. At the same time, all NEV-P50 module battery packs in the battery circulation system will also be replaced. The replacement will be completed within two months.
Xinte and Weima have entered the bureau one after another to share the trip.
On June 26, Weima Motor's smart travel brand, passenger Bank, ushered in the investment of the 1000th Weima EX5 in Haikou, Hainan Province, marking the full landing of the four major businesses of Weima Motor Co., Ltd., that is, passenger Bank, in Hainan. It is understood that these four major businesses include: public charging, tourism car rental, online car rental, city sharing.
On June 27, Xinte Motor also officially released its travel brand "New Electric Travel". The launch of the travel platform aims to accelerate the landing of the new special "distribution + operation" model and integrate multi-dimensional advantage resources. in order to bring more diverse ways to make money.
In recent years, the automobile industry continues to decline, the bottom logic is constantly changing, and an irreversible period of adjustment has emerged. How to go on in the automobile industry standing at the crossroads has become an important issue to be considered urgently in every mainframe factory. In this context, abandon the traditional single car manufacturing and sales model, with a more diversified business model to meet the challenges of the market, has become the original intention of more and more car enterprises to enter the shared travel.
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