New energy vehicle planning exploration: pure electric main attack direction

China's new energy industry strategy is accelerating. Recently, the “Energy-saving and New-Energy Automotive Industry Development Plan (2011-2020)” formulated by the Ministry of Industry and Information Technology has been completed and is currently being solicited by various relevant ministries for approval. It will then be reported to the State Council for approval and become a policy for the development of new energy automobile industry in China. "Planning", the most noteworthy thing is to regard electric vehicles as the main direction of the development of China's future new energy vehicles. Why did you determine this route? What impact will this have on Japanese car companies that have long been deployed in the hybrid field? How to treat self-owned car companies? Daily Economic News launched an investigation.

Accompanied by the introduction of energy-saving and new energy vehicle subsidy rules, and the establishment of the central electric vehicle industry alliance, the most important step of the government-level support for the "trilogy" of new energy vehicles is "the development plan of energy-saving and new energy automobile industry (2011-2020). Year) (hereinafter referred to as "Planning") is also coming soon. According to the Ministry of Industry and Information Technology Deputy Minister Miao Wei disclosed at the inaugural meeting of the Central Electric Vehicles Association that the draft of the "plan" has been completed and is currently in the process of soliciting opinions from all parties and will be reported to the State Council for approval.

The contents of the draft “plan” that has been exposed show that China’s future new energy vehicle development plan will focus on pure electric vehicles. Hybrid vehicles will be the main method for energy conservation and emission reduction in the automotive industry in a period of time, and the central government will arrange thousands of them. The billion-dollar fund supports the development of pure electric vehicles and autonomous electric vehicle components. The long-term goal of the pure electric vehicle industry is to be the first in the world.

Academician Chen Qingquan, chairman of the World Electric Vehicle Association, previously stated that under the premise that related technologies are basically synchronized with the world, adopting a “leapfrog” development model that directly supports pure electric vehicles is more in line with China’s national conditions.

Supporting New Energy Vehicles

In the “Regulations for the Adjustment and Revitalization of the Automotive Industry” implemented last year, the plans and requirements for the development of new energy vehicles were outlined. The new energy vehicle subsidy rules for private purchase of new energy vehicles, the establishment of the central electric vehicle alliance, and the upcoming "planning" really means that the government's support for energy-saving and new energy vehicles has officially entered the operational phase.

The main contents of the draft “planning” show that the main direction of support for new energy vehicles in the future will be on pure electric vehicles, and will continue to pay attention to fuel cell vehicles; before 2020, hybrid vehicles will play an important role in energy saving and emission reduction. Corresponding policy support will also be arranged; Key auto-electric vehicle components will be supported; At the same time, the access system for new energy vehicles will be perfected, and market competition will be regulated. Taxes on new energy vehicles will be reduced or exempted.

The draft of the "Plan" proposes that during the planning period, three to five backbone enterprises of new energy vehicles shall be formed to form two or three key backbone components such as power batteries and motors with independent intellectual property rights and strong international competitiveness. Enterprises, industrial concentration reached 80% or more.

In addition, the “planning” also puts forward requirements for the management of access to new energy auto companies and products, that is, the joint ventures of key components of new energy vehicles, such as new power batteries for vehicles, drive motors, and vehicle control systems, must have independent research and development capabilities. Intellectual property rights, China's shareholding ratio shall not be less than 51%.

New energy vehicles need cooperation from all parties

The electric vehicle industry alliance of the central enterprises established in Beijing recently attracted much attention from the media. It is widely believed that the scale of joint ventures should be expanded to jointly develop pure electric vehicles.

The draft of “Planning” also pointed out that R&D, promotion, infrastructure construction, industry standard formulation, development of core components and other key components of energy-saving and new energy vehicles, policy support, and access management are all important links in the development of new energy vehicles. .

According to Dong Yang, executive vice president and secretary-general of the China Association of Automobile Manufacturers, the development of new energy vehicles requires the cooperation of the policy, industry authorities, taxation authorities, and vehicle and component companies. It is necessary to strengthen cooperation.

"Daily Economic News" reporter learned that, in addition to the official color of the central electric car alliance and Top10 electric car alliance, some companies spontaneously organized the electric car alliance has also started.

Han Yonggui, deputy general manager of Beijing Automotive Group, revealed to reporters that Beijing New Energy Automobile Industry Alliance led by Beijing Auto Holding Co., Ltd. has operated well since its establishment last year. Responding to the “planning”, the international alliance of new energy sustainable transport systems jointly established by Beiqi Foton, IBM of the United States, Guinness of China National League, and Eaton also formally established last week. All parties in the alliance will play a role in cleaning vehicles. With expertise in different fields such as battery technology, energy storage, smart grids, and sustainable city planning and development, the company collaborates in various fields such as orderly, safe, economical, effective, and clean transportation systems.

The status quo of sales is not optimistic

The "Planning" puts forward specific digital requirements for the industrialization of new energy vehicles in the next decade: New energy vehicles will achieve initial industrialization in 2015, with a market holding of more than 500,000 vehicles (it is not yet confirmed that 500,000 vehicles are still 100 10,000 units); By 2020, the industrialization of new energy and the market scale will reach the top in the world, and the number of new energy vehicles will reach 5 million.

However, judging from the current situation, the market development task for domestic new energy vehicles is extremely arduous.

"Party cooperation is very important for the development of new energy vehicles, but it needs consumers' one of the most important 'partners' to participate actively." Car analyst Li Wei said in an interview with the reporter of "Daily Economic News" that the current new The sales status of energy vehicles, especially pure electric vehicles, is still not optimistic. The lack of supporting facilities and high selling prices are the biggest obstacles to the development of pure electric vehicles.

Qian Liangguo, an electric vehicle expert, has repeatedly stressed that only the economic, market, and practicality of electric vehicles are fully resolved, and sales of pure electric vehicles may be brought up. However, the current conditions are still not mature.

Previously, BYD's dual-mode electric vehicle F3DM was considered by BYD as a strategic model of new energy vehicles, but its current sales performance was flat.

Last week, Changchun City, one of the five pilot cities for new energy vehicles in China, officially established an electric vehicle charging station. However, according to insiders of the Changchun Electric Power Bureau, except for a small amount of official vehicles, almost no privately-owned pure electric vehicles can be seen on Changchun Street.

However, Academician Chen Qingquan, chairman of the World Electric Vehicle Association, said that after the improvement of technical issues and supporting facilities in the market, he was optimistic about completing the goals for new energy vehicle ownership mentioned in the “Planning”.