Upgrade the fuel consumption limit again! New energy vehicle leasing is a great effort! Haze and other winds come to New Normal?

Introduction mybattery Since the beginning of this year, almost all car companies are launching new energy vehicles. Because if the fuel consumption does not meet the standard, the company's new car launch and production expansion plans will be affected. It is precisely because of the two-way drive of policy pressure and government support that China's new energy market is extremely hot.

Who can make money from new energy vehicles with more than 10 billion yuan in government subsidies?

【News Summary】Recently, the Ministry of Finance and other five departments issued the "Notice on Incentive Policies for New Energy Vehicle Charging Facilities during the 13th Five-Year Plan and Strengthening the Promotion and Application of New Energy Vehicles (Draft for Comment)". The facility award standard is the highest for key air pollution control provinces and cities. In 2016, 30,000 vehicles were promoted in key air pollution control provinces and cities, and the award standard was 90 million yuan. The reward for those exceeding the threshold was capped at 120 million yuan. In 2020, the key provinces and cities for air pollution control will have a threshold of 70,000 vehicles, and the reward standard will be 126 million yuan. For every 6,000 vehicles, the reward fund will increase by 11 million yuan, and the reward fund will be capped at 200 million yuan.

[Value point] At present, most of the new energy vehicles of car companies have not yet achieved profitability even though they enjoy government subsidies. In order to make the cake of new energy vehicles bigger, the central government and local governments have spent more than 10 billion yuan in subsidies this year alone. Undoubtedly, BYD, a leading new energy vehicle company, is the biggest beneficiary. The industry generally believes that BYD, which has been burning money for many years, is most likely to become the first profitable car company in the field of new energy vehicles.

Ou Yangming, a professor at Tsinghua University, mentioned at the 2015 Guangzhou International Electric Vehicle Industry Summit not long ago that new energy vehicles face three major challenges: first, they are heavily dependent on subsidies and need to be rationalized; second, safety risks cannot be ignored. Batteries are in short supply, as long as there are batteries, they can be sold, product quality is declining, and the probability of accidents is increasing; third, international competition is fierce. At present, foreign new energy products and technologies are entering China, so domestic research and development must be strengthened .

[Editor's opinion] Crying children have milk to eat. Obviously, the new energy vehicle industry is not the crying child. When to wean, who has the final say, the editor really doesn't know!

The national standard is upgraded again under the fuel consumption limit, and the new energy starts a "false fire"

【News Summary】The most stringent stage IV fuel consumption standard will be implemented on January 1, 2016. According to national requirements, by 2020, the fuel limit of car companies will drop from 6.9L/100km in 2015 to 5.0L/100km, with an average annual decline of about 6.2%. The "2015 China Passenger Vehicle Fuel Consumption Development Annual Report" (hereinafter referred to as the "Report") released recently by the Innovation Center for Energy and Transportation (iCET), a third-party think tank, shows that in order to achieve the above goals, in terms of vehicle types, the limit value of single vehicles is relatively low. It was previously tightened by 20%, and the target value was correspondingly reduced by 30% to 40%, which means that 1/4 of the current new car models will face elimination if they do not upgrade their technology.

Since the beginning of this year, almost all car companies are launching new energy vehicles. Because if the fuel consumption does not meet the standard, the company's new car launch and production expansion plans will be affected. It is precisely because of the two-way drive of policy pressure and government support that China's new energy market is extremely hot. According to data from the Ministry of Industry and Information Technology, in the first 11 months, a total of 279,200 new energy vehicles were produced, a year-on-year increase of 4 times. At the same time, data from the National Passenger Federation shows that the cumulative sales of new energy passenger vehicles in the first November reached 139,000, a year-on-year increase of 2.4 times. According to this development, China will surpass the United States and become the world's largest new energy market.

[Values] However, it remains to be seen whether China's new energy vehicles will truly become stronger while they are growing bigger. From the perspective of industrial competition, it remains to be seen whether the new energy technology reserves of car companies have the strength to "overtake on corners" .

Zuo Yanan, the former chairman of Jianghuai Automobile Group, pointed out sharply that the current new energy vehicle products represented by electric vehicles are not good if measured in the international market; Some companies, in the field of electric vehicles, also lack high-end strategies and overall strategies, including technical routes, product development, and production capacity construction, etc., and lack a complete and systematic design and planning.

[Editor's Opinion] Don't use "curve overtaking" to step yourself down. Overtaking on curves requires strength, skills, environment, operator's quality, etc., otherwise it will be a car overturned and destroyed. We need a solid and pragmatic spirit, technical reserves and mobility, not plagiarism. Has been working hard and has never been surpassed. Perhaps, we need to be calm and rational!

CLP Xinlong plans to invest 1.5 billion more in projects such as drones and smart charging piles

[News summary] China Electronics Xinlong announced on the evening of December 21 that it plans to issue no more than 88.7574 million shares in a non-public offering at no less than 16.90 yuan per share, and the total amount of funds raised will not exceed 1.5 billion yuan. The company's shares will resume trading on December 22.

In the fundraising, 500 million yuan is planned to be invested in the industrialization project of robots and drones in the field of public security and anti-terrorism, 300 million yuan is planned to be invested in the construction project of adaptive smart charging piles for electric vehicles based on wired/wireless transmission, and 250 million yuan is planned to be invested in smart remote The production line construction project of the dynamic (high-speed rail signal) electric power guarantee system, 450 million yuan is planned to repay the bank loan.

[Investment purpose] China Electronics Xinlong stated that the non-public offering plan will help the company seize opportunities for the development of the power industry such as the country's vigorous development of high-speed rail, urban rail transit, and new energy vehicle charging piles, and give full play to the company's intelligent manufacturing of complete sets of electrical appliances. Competitive advantages in the equipment industry; grasp the development opportunities of the public security and anti-terrorism equipment industry under the new situation of international and domestic public security and anti-terrorism, and give full play to the company's layout and competitive advantages in the field of public security and anti-terrorism; through the implementation of the investment project with funds raised this time, Promote the integration of various business lines of the company.

[Editor's opinion] Intelligent manufacturing and lean manufacturing need more people and companies to support, work hard, and need precipitation and accumulation. Anti-terrorism is not anti-terrorism, and it should not become a concept and gimmick of a listed company. Let's make a good product!

Can China seize the opportunity when a new peak period of fuel cell vehicles arrives?

【News Summary】As the new energy vehicle industry chain has received extensive attention from the market, fuel cell vehicles have once again set off an upsurge. It is reported that Audi will launch a hydrogen fuel cell SUV concept car at the 2016 Detroit Auto Show next month. Toyota, Hyundai has previously stated that it will commercialize fuel cell vehicles in 2015. In addition, it was recently reported that GM has entered into a substantive stage of cooperation with the US military in the field of fuel cells, and the Chevrolet Colorado hydrogen fuel cell pickup truck may be mass-produced in 2017. Uwe Ellinghaus, Cadillac's chief marketing officer, also said in an interview with the media not long ago: Hydrogen fuel vehicles are the future of the auto industry. The commercialization of fuel cell vehicles by auto giants such as Toyota, Hyundai, Honda, and Audi will surely set off a wave of fuel cell boom in the capital market.

It is understood that the world's first round of fuel cell vehicle research and development climax was around 2000. Although the country introduced many favorable policies, China's auto companies did not make any obvious moves. It was not until after the "Twelfth Five-Year Plan" that SAIC Motor Started to formulate a five-year plan for the development of fuel cell vehicles, with Xinyuan Power as the supplier of fuel cell stacks, and invested a lot of money in the research and development of fuel cell vehicles.

From a national perspective, in the "Made in China 2025" planning outline issued this year, the country clearly proposes to take new energy vehicles as a key development area. In the future, the country will continue to support the development of electric vehicles and fuel cell vehicles. Among them, the strategic goal of fuel cell vehicles includes three stages. The first is to gradually realize the localization of key materials and components; the second is to gradually improve the performance of fuel cells and electric stacks; the third is to realize the The operating scale has been further expanded to reach the operating scale of 1,000 vehicles. By 2025, supporting infrastructure such as hydrogen production and hydrogenation will be basically complete, and fuel cell vehicles will be operated on a small scale in the region.

[Expert Opinion] Li Jianqiu, a professor at Tsinghua University, said: "If our country's policies are appropriate, the entire fuel cell vehicle, including passenger cars and cars, should have significant breakthroughs in terms of battery durability and PT consumption in the next five years. "Li Jianqiu said that at present, passenger cars have entered the technology demonstration stage, and will enter a large number of promotion stages around 2020. For cars, due to the need for technological breakthroughs, it is expected to enter the large-scale industrialization construction by 2020, and enter the large-scale industrialization production stage around 2025.

[Editor's opinion] As a reserve, it should be a road for my country's new energy vehicles, but it is definitely not a sedan chair or a bonus for foreign capital. We need to learn from Koreans' national confidence and action support for domestic auto brands.

The death of new energy vehicle leasing: no car can be rented and profit is indefinite

[News Summary] In the eyes of many people, "time-sharing leasing" and "new energy vehicles" are a natural pair of "partners". Due to the short travel time and distance of these users, time-sharing leasing effectively avoids the shortcomings of new energy vehicles in terms of cruising range; in addition, the rental price of new energy vehicles is only equivalent to 70% of fuel vehicles of the same size , the fee is relatively low.

Since most leasing companies entered the field of time-sharing lease of new energy vehicles in 2015, this year is also considered to be the first year of time-share lease of new energy vehicles. However, the other side of the constant influx of hot money is the sluggish overall industry business, confused by multiple bottlenecks: no car to rent, no profit period, and industrial deformity.

[Value Point] New energy and time-sharing leasing have just realized teaming, but this does not mean that it is an algorithm of 1+1=2. Time-sharing leasing is not the purpose of new energy promotion, and the development of new energy vehicles ultimately depends on individuals Buy.

[Editor’s Opinion] Any company or model that is overly hyped generally does not last long. Learn the rooted spirit of Moso Bamboo and don’t be so eager for quick success. Otherwise, it is the consumers or investors who bear the cost.

Frequent red warnings of smog call for new energy buses to "wind"

【News Summary】Recently, smog has plagued North China for many times. For the first time, Beijing has launched a red warning for smog and restricted the use of cars with odd and even numbers. According to relevant reports released by the Ministry of Environmental Protection and relevant departments of Beijing, vehicle exhaust is one of the main factors affecting the air quality in Beijing.

"Bus is an important means of transportation for citizens to travel in urban traffic, sharing about 60% of urban passenger transport capacity. The total number of urban buses in my country is about 500,000, and it is increasing year by year. Although the absolute number of buses Not very large, but it accounts for a large proportion of vehicle emission pollution. From this perspective, to improve the environment, especially the air quality, the electrification of buses is the way.” National 863 Energy Conservation and New Energy Vehicle Major Special Supervision Consulting Expert Group The team leader said that the development of new energy vehicles is an important way for my country to move from a large automobile country to a powerful automobile country. Among them, the internal driving force of the upgrading of the automobile industry and the reverse force of environmental pollution are equally important factors. New energy vehicles, especially pure electric buses have become an important means of reducing pollutant emissions.

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