New Energy: New Growth Point in the Automotive Industry

On September 10, at the 8th Northeast Asia Investment and Trade Expo, Hitachi Automotive Systems of Japan and FAW Group held talks. Hirata Haruhiko, deputy general manager of Hitachi China Ltd., stated that "FAW is a famous automobile company in China and Hitachi hopes to cooperate with FAW in new energy vehicles and related technologies."

“The importance of new energy vehicles is the only way to achieve energy transformation and industrial rejuvenation.” Li Haiying, research fellow at Anbang Consulting Automotive Industry, said in an interview that this is due to two considerations. On the one hand, the contradiction between the continuous increase in annual fuel consumption and energy shortage is extremely acute. Statistics from the National Bureau of Statistics show that as of the end of 2011, the number of civilian vehicles in China was 105 million, making China's annual fuel consumption high.

"On the other hand, although the Chinese auto market has become the world's second-largest consumer market, China's auto industry is not strong. In the traditional R&D and design of passenger vehicles, the gap between China and the world's advanced technology countries is still very large. , and encourage new energy vehicles may be able to speed up the distance between countries with advanced technology and accelerate the realization of the Chinese auto industry bigger and stronger goals.” Li Haiying said.

Shen Ruigang, deputy director of the Energy Department of the Ministry of Finance's Economic Development Department, once told the media at a forum that the development of energy-saving and new energy is an important measure to implement the State Council's energy-saving and emission-reduction strategy to foster strategic emerging industries, as well as to effectively cope with energy and environmental challenges. The urgent task of resource and energy saving and environmental protection.

It is understood that in recent years, the state has increased its support for the development of new energy vehicles, and has issued the "Circular on Launching Pilot Projects for Energy Conservation and New Energy Vehicle Demonstration and Promotion" and "New Energy Vehicle Manufacturing Enterprises and Product Access Management Rules". And series of documents including the "Notice on Developing Private Subsidy for the Purchase of New Energy Vehicles".

In 2012, new energy vehicles will usher in the “spring” of development. In July, the State Council officially released the "Energy Conservation and New Energy Vehicle Industry Development Plan." In addition, Shen Ruigang once stated that in the financial support for new energy vehicles, the central government has introduced a series of incentive policies in terms of purchase subsidies, tax incentives, technological R&D, and government procurement. One of the important contents is that demonstration and promotion of energy-saving and new energy vehicles have been carried out in the public service areas of 25 cities including Beijing and Shanghai and in the private areas of 6 cities. The central government has given certain subsidies to users. At the same time, local finance also arranged funds to support the construction of infrastructure such as charging stations.

However, compared with the government's enthusiasm for the development of new energy vehicles, the market reaction is somewhat unsatisfactory. According to incomplete statistics from the China Association of Automobile Manufacturers, 10,202 new energy vehicles were sold in the first quarter, including 1830 pure electric vehicles, 1,499 hybrid vehicles, and 6,873 alternative fuel vehicles. In order to achieve the plan, there will be a certain gap between the cumulative production and sales volume of pure energy vehicles and plug-in hybrid vehicles in the new energy automobile industry by 2015 and reaching the target of 500,000 vehicles.

For consumers who do not buy it, Li Yuheng, a senior researcher at CIC Advisors, said in an interview. “There are two reasons for this. On the one hand, new energy vehicle technology is lagging behind, and car performance, comfort, safety, etc. are more traditional. There is still a small gap between cars; on the other hand, related facilities are lagging behind, and the number of charging stations and charging piles is insufficient to meet the charging needs of new energy vehicles, causing great inconvenience to consumers and seriously impeding the promotion and popularization of new energy vehicles. ”

In order to change this situation, companies and governments are making related efforts. Li Haiying pointed out that "according to incomplete statistics, including at least 40 Chinese auto companies, including the six major automobile groups and Chery, Geely, BYD, etc. The research and development and production of new energy vehicles.At present, the industrial chain of China's electric vehicles is rapidly expanding to the upstream and downstream with vehicle manufacturers as its core. Many companies, including charging equipment and core components, are also actively involved. ."

In addition to improving the R&D capabilities of core technologies and core equipment, efforts have also been made to popularize new energy vehicles. It is understood that on September 7, the experience center of the Central Party School of New Energy Automobile was officially launched. The New Energy Vehicle Central Party School Experience Center integrates thematic publicity, technology and product display, and test drive test experience. It not only focuses on the relevant knowledge and latest development of new energy vehicles, but also can experience new brands from home and abroad. Energy vehicles have gained an intuitive understanding during the test drive.

“New energy vehicles are the development trend of the future automotive industry. Hybrid and pure electric vehicles will gradually replace pure fuel consumption vehicles. Related companies are actively promoting the production of pure electric vehicles through the push of local governments.” Li Yuheng said that although it is currently market The capacity is small, but the future development prospects are very impressive.