China’s new energy auto market direction appears to have been entangled in contradiction with the impulse.
Recently, from the Ministry sources said, has been in the pipeline “energy saving and new energy vehicle development plan (2011-2020)” (hereinafter referred to as the “Plan”) has basically been completed, followed by specific research to determine the “planning” to support the implementation of programs and focus direction.
According to “China Business” reporter from multiple sources of information display, had been classified as “energy-saving vehicles,” hybrid, or will usher in the study after the “vindication” of opportunity – than previously obtained determine the subsidy of 3,000 yuan higher amount of subsidies.
Since 2009 the state promulgated the “automobile industry restructuring and revitalization plan,” and in the domestic automobile market set off a wave of electric vehicles, the electric car on the marketing problems encountered are prompted to re-assess the decision-making related to the domestic development of new energy vehicles . Insiders believe that the adjustment should be seen as the countries in the development of new energy vehicles in a line of “rational return”, but also the development of new energy vehicles in China will bring huge challenges.
Policy shift?
Recently, the Ministry posted on the website “on the organization of energy conservation and new energy vehicle development research letter,” has aroused widespread concern in the industry.
The letter showed that the “planning” has basically been completed, then, the Ministry will be the domestic production of energy and new energy vehicles and key parts of enterprises, research institutes conduct research to further define the “planning” of the specific direction and focus to support the implementation of the program. According to the reporter, the Ministry of the survey of a wide range, including 62 automobile companies, 40 companies drive motor, battery and 68 companies and 32 key materials management system battery manufacturer.
According to a study in the automotive industry sources said that the Ministry will be in-depth understanding of the domestic car companies in the new energy vehicle and battery, drive motor and other key components in the level of product technology, industry conditions, and industry development planning, and thus determine the “planning” for the concrete implementation and focusing on the direction.
“The government through research to find out the current domestic car companies state of new energy technologies, which will study the results as a” plan “was promulgated and implemented before the effective reference.” June 28, to participate in the study of Chinese Society of Automotive Engineers Technical Development ZHAO Jin told reporters, according to the relevant government departments will study the results as a “plan” to develop a more detailed new energy subsidy programs, “the future of new energy vehicles will be divided into more detailed, higher amount of compensation.”
However, in subsequent interviews, the Chinese Society of Automotive Engineers, another person did not specify how much in subsidies for the balance will be between hybrid and electric cars to make adjustments, but he also said: “The state has re-evaluation of hybrid vehicles in the development of new energy vehicles in the proportion. “current hybrid and electric cars, the standard amount of subsidies, is based on the February 2009 release of” energy-saving and new energy vehicle demonstration and extension of financial subsidies for Interim Measures “(hereinafter referred to as the” Rules “) to perform, where, each hybrid subsidy of 3,000 yuan, the highest electric car subsidies to 60,000 yuan.
In fact, Dong Yang, Secretary General of China’s auto industry in the public had clearly said: “The future state will be the introduction of energy saving and new energy vehicles for the full set policy, not to speculate on the existing government policy to support only pure electric vehicle, does not support hybrid cars, which is a misreading. “Subsequently, the Dong Yang did not forget to suggest car companies:” Do not relax (for hybrid research and development), relax at a disadvantage. ”
In this regard, the Ministry of Equipment Industry Secretary, Zhang Xiang Mu and not be a direct response, it also eloquently said: “Based on consideration of expanding the scope of subsidies to support the private consumption subsidies, part of the hybrid is expected to be the next and electric vehicle close to the amount of subsidies. ”
Accidental
It seems that policies to regain the favor of hybrids seems to be a fact can not be changed, but the problem is that popular in the country had a new energy policy “left out” of the hybrid, so why would once again the importance of the policy department?
In 2009 the state promulgated the “automobile industry restructuring and revitalization plan”, the first electric car made for the specific development requirements, make electric cars in 2011 to form a production capacity of 500,000 short-term goal. Policy leverage through control car prices of new energy development path, decision-making that time the intention is clear: Electric vehicles have been identified as China’s new energy vehicles to hydrogen fuel cell vehicles in the process of advancing the terminal main direction of development. Subsequently, the electric car has been listed as one of the seven emerging strategic industries. Since then, Chery , BYD , Dongfeng, Chang’an, almost all automobile companies are all fashion, have launched their own electric cars.
However, this linkage of car prices and policy actions did not allow the market to resonate. While the Government will actively promote, market, while it is cold – Statistics show that in 2010, new domestic energy production but the 7181 car models, including the private purchase of the electric car only over a hundred vehicles. According to “People’s Daily,” the latest report shows that in the past year, Shanghai is only sold 10 electric vehicles.
“The financial crisis, I have been to 26 provinces and cities to research, a place must look at every car company. Automakers, chairman and general manager familiar to present their results in electric vehicles, but can not afford scrutiny, essentially at a low level of repetition. “CPPCC Li, deputy director of the Economic Commission on June 25 at the 2011 Global Forum on energy-saving and new energy vehicles on the case said.
It is understood that a single electric car battery, the cathode material, the cost of the basic electrolyte membrane and each accounted for 30% (the remaining 10% negative). “But three things almost all rely on imports.” China is responsible for a car battery manufacturers who tell the truth, “the core technology of the three battery components, required equipment, advanced technology and huge investment, although countries have in this area R & D programs, but to produce a stable quality, consistency and strong products have over time. ”
Limited technical capacity, and the resulting high cost of the delayed construction of related facilities, companies consider the risk arising out of “negative” attitude, eventually leading to the commercialization of electric vehicles to promote the struggling. “In the ‘corner overtaking’ strategic approach and eager to lead the guiding ideology, the electric car as emerging strategic industries, the momentum appeared anxious, which also includes speculation, impulsive, grandiose and other irregularities, In order to secure a large number of companies have invested large sums of government research funds have been launched electric car project, the impression that the Chinese electric car industry is fast becoming a ‘big bubble’. “famous automobile commentator guxinguang , said .
New challenges
In contrast, hybrid vehicles already achieved stabilization technology and products in the market, only the Toyota hybrid Prius is currently the world’s holdings had more than three million. “There are good market prospects, companies will be willing to devote more energy to make technological breakthroughs and marketing, so in the future will be to improve the standard hybrid subsidies, but the general trend.” Automotive industry well-known commentator, said Zhong Shi .
“In 2009, the development of electric vehicles will be upgraded before the national strategic level, China’s new energy vehicle development route is multi-flowering, go hand in hand, whether it is ethanol fuel vehicle, hybrid or electric cars, are the country’s support for the object. Later, we realized that this model is not conducive to the development of new energy technologies is increasing very fast car, but worried that the hybrid has been enormous advantage of Toyota with GM and other auto companies will suppress the formation of local enterprises, chose that time on a global scale are not unprecedented large-scale promotion of electric vehicles as our main direction. “Jia Xinguang said,” but so far in the core technology of electric vehicles, and marketing aspects of the problem, but also in warning us of this road was extremely difficult large, therefore, improve the standard hybrid subsidies, should be considered policy decision-making in the development of new energy vehicles in a line of ‘swinging back’. ”
But the “rational return” will face great challenges.
Corporate benefits or reduce or cause of this challenge will be the most critical factor. It is understood that, in 2009, the State will be the main direction of development of electric cars as before, taking into account the commercial prospects of hybrid is easier to achieve, therefore, whether it is Changan, Dongfeng or Chery, BYD, and Brilliance, all the hybrid development and promotion of new energy vehicles as their top priority in the strategy, that time, introduced a hybrid version of Chang’an Jie Xun , introduced a hybrid Chery A5, Brilliance, introduced a hybrid version of the Grandeur . But since electric cars have become the main support policy direction, the company who immediately turned around and directed, which is now almost hear the Chinese auto companies make great efforts to engage in a hybrid.
“Now, standard or hybrid subsidies will increase, companies are perhaps the main focus but will go into the hybrid, and put aside a short time the market outlook is weak electric car.” Aforementioned a domestic automotive battery manufacturer person in charge, said not without worries. Accumulation and technology from a technical and other aspects common to consider, compared to hybrid, electric vehicle battery technology requirements for hydrogen fuel cell vehicles closer to, but should be a hybrid solution in the short term, its main role is to Electric vehicles provide technical accumulation. Therefore, it is normal practice, companies benefit through the promotion of hybrid vehicles at the same time, to synchronize the related research and development of electric vehicles.
This issue, Changan, Chery and BYD, and other enterprises related charge, and said the current development of electric vehicles at the same time did not give up hybrid, and it will not give up the electric car. But look at the market of hybrid products has almost disappeared, seems to have proven business does not have too much of the argument persuasive.
According to incomplete statistics, from 2001 to 2009 period, the national strategy in the new energy vehicles on a total investment of more than 7.5 billion government investment funds as fragmentation, whether it is electric cars, hybrid or ethanol car and other new energy vehicles, almost all of the research results were not entered the commercial stage. Now, according to has been revealed “plan,” the content shows that in 2020, sales volume of China’s new energy vehicles to reach the world’s first in the next 10 years, government finances will invest over 100 billion yuan to build new energy automotive industry chain. By then, I do not know exactly how much money can produce real value.
Policy decision-making is preparing to raise the standard hybrid subsidies, insiders believe that this can be seen as countries in the development of new energy vehicles in a line of “rational return”, but also the development of new energy vehicles in China will a huge challenge. Mao Master / Photography
● 2001, the new energy automotive research projects have been included in the national “15″ during the “863 major scientific and technological issues,” and planned to start gasoline cars, hydrogen fuel cell vehicles to advance the strategic goals.
● 2001 and 2008, China’s new energy vehicle development using “full bloom” mode, hybrid, electric cars, ethanol fuel vehicles, bio-diesel, hydrogen fuel cell vehicles such as the development of new energy vehicles go hand in hand, as the development results expected and then choose one main direction.
● 2009 In March, the state has adopted the “automobile industry restructuring and revitalization plan,” which made the first electric car for a clear development requirements, requiring electric cars in 2011 to form a production capacity of 500,000 short-term goal. Since then, the electric car is recognized as China’s new energy vehicles to advance hydrogen fuel cell vehicles in the process of major development.
● 2009 in the second half, the electric car was listed as one of the seven emerging strategic industries, the development of electric vehicles was promoted to the national strategic level.
● 2010 In June, a year after publication of the “energy-saving and new energy vehicle demonstration and extension of financial subsidies for Interim Measures,” the official implementation, to determine the hybrid subsidies to 3,000 yuan each, the maximum subsidy of 60,000 yuan electric cars. State the main direction of the electric car as the intention of further highlights.
● 2011 end of June, announced the Ministry of Industry show that China’s development of new energy vehicles programmatic document for the next decade, “energy-saving and new energy vehicle development plan (2011-2020)” has basically been completed. However, sources from the multi-information display, or a hybrid of the amount of subsidies will greatly enhance China’s new energy vehicles in the road map and quietly changing.
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