New energy vehicles welcome the news! 15 years of planning has come, and this sector has risen in a straight line

category:Finance
 New energy vehicles welcome the news! 15 years of planning has come, and this sector has risen in a straight line


On December 3, the Ministry of industry and information technology released a news that in order to promote the high-quality and sustainable development of the new energy vehicle industry, the Ministry of industry and information technology, together with relevant departments, drafted the new energy vehicle industry development plan (2021-2035) (Draft for comments), which is now open to the public for comments, with a deadline of December 9, 2019.

It was mentioned that the construction of hydrogen fuel supply system should be promoted in an orderly manner. Promote the construction of hydrogenation infrastructure. We will improve the management standards for the establishment, approval, construction, acceptance and operation of hydrogenation infrastructure. Guide the enterprises to reasonably arrange the hydrogenation infrastructure according to the hydrogen fuel supply and consumption demand. Support the use of existing sites and facilities. Carry out comprehensive supply services of oil, gas, hydrogen and electricity. Support the regions with conditions to carry out the commercial demonstration operation of fuel cell vehicles.

Affected by relevant news, hydrogen energy sector rose in a straight line, with Beijing shares, Kailong shares, quanchai power, xiongtao shares and other stocks leading the way. The new energy vehicle sector is also stronger than the market.

Recent hot events in the new energy vehicle industry occur frequently. Industry analysts believe that the plan points out the direction for the development of Chinas new energy vehicles in the next 15 years, which can be called a programmatic document for the development of new energy vehicles in the next period. It is clearly pointed out that by 2030, the sales volume of new energy vehicles will account for 40% of the total sales volume of that year, and the sales volume of conditional autonomous intelligent Internet connected vehicles will account for 70%.

1. Improve new energy vehicle purchase tax and other preferential tax policies

We will improve preferential tax policies on the purchase of new energy vehicles, optimize classified traffic management, finance, insurance and other supporting measures. We will eliminate local protection and establish a unified and open fair market system. Local governments are encouraged to increase support for vehicle operation in public services, shared travel and other fields, and give preferential policies for the passage and use of new energy vehicles.

2. By 2025, the proportion of new energy vehicle sales will reach about 25%

The development vision is that by 2025, the market competitiveness of new energy vehicles will be significantly improved, and major breakthroughs will be made in key technologies such as power battery, driving power and vehicle operating system. The sales of new energy vehicles account for about 25%, the sales of new intelligent connected vehicles account for 30%, and the highly automatic driving intelligent connected vehicles realize the commercial application in limited areas and specific scenes.

3. Accelerate the construction of charging and exchanging infrastructure

Speed up the construction of charging and changing infrastructure, form a charging network with slow charging as the main and emergency fast charging as the auxiliary, and encourage the application of changing mode. Guide enterprises to jointly establish charging facility operation service platform to realize interconnection, information sharing and unified settlement. Guide relevant parties of charging infrastructure to jointly carry out construction and operation, and support cooperation modes such as multiple cars and one pile for residents and sharing of adjacent parking spaces.

4. Accelerate the industrialization of advanced and applicable hydrogen storage materials

Improve the economy of hydrogen fuel production, storage and transportation, develop the application of industrial by-product hydrogen and renewable energy hydrogen production technology according to local conditions, accelerate the industrialization of advanced and applicable hydrogen storage materials, carry out the demonstration application of high-pressure gas, low-temperature liquid and solid-state storage and transportation technologies, explore the construction of hydrogen gas transportation pipelines, and gradually reduce the cost of hydrogen fuel storage and transportation. We will promote the construction of hydrogenation infrastructure, support the use of existing sites and facilities, provide comprehensive oil, gas, hydrogen and electricity supply services, and support the commercial demonstration operation of fuel cell vehicles in areas where conditions permit.

In recent years, hot events of new energy vehicles occur frequently at home and abroad. In addition to the planning and battery recycling mentioned above, Tesla Shanghai Super factory has officially entered pilot production; and the German government plans to increase the subsidy for electric vehicle purchase by half in the five years starting from 2020.

5. In the official opinion draft, the previous development goals for 2030 have been deleted

The goal put forward in the previous internal opinion draft is that by 2030, new energy vehicles will have a competitive advantage in the market, with the sales volume accounting for 40% of the total sales volume of vehicles in that year, and the sales volume of conditional autonomous intelligent network vehicles accounting for 70%. Highly autonomous intelligent network vehicles are widely used in highways and large-scale applications in some urban roads, and the energy consumption of new vehicles will reach the worlds first level.

6. Establish new technology exemption mechanism

This one is similar to the one in the autopilot act of the United States. It is exempt from the number of car driving enterprises. The exempt automatic driving vehicle can not strictly comply with the existing vehicle safety standards and related regulations. This article in the official draft is likely to provide policy support for the subsequent development of autopilot.

In recent years, hot events of new energy vehicles occur frequently at home and abroad.

In addition to the recent landing plan, Tesla Shanghai Super factory has officially entered pilot production; and the German government plans to increase the subsidy for electric vehicle purchase by half in the five years from 2020.

Domestically, on November 22, 30 fuel cell buses in Zhangjiakou were put into operation; on November 24, 40 fuel cell buses were put into operation in Jinan, equipped with Weichai fuel cell engine; on November 28, the fully automated terminal (phase II) of Qingdao port in Shandong Port was put into operation, and the worlds first hydrogen powered automatic rail crane independently developed and integrated by Shandong Port was launched; on November 29, the worlds first The commercial operation of hydrogen energy trams was officially put into operation in Gaoming, Foshan on the 29th.

In terms of the company, on November 22, hesteel Group signed a cooperation agreement with tenon group to carry out hydrogen metallurgy technical cooperation; on November 26, Yangmei group and other companies initiated the establishment of 3 billion industrial transformation fund, focusing on hydrogen energy and other fields; xiongtao Co., Ltd. signed a cooperation agreement to jointly promote 1800 fuel cell vehicles in the next three years; on November 29, Bosch China hydrogen fuel cell center laid its foundation in Wuxi It is expected to be established by the end of 2020. In addition, the Volkswagen group predicts that by 2028, the total number of pure electric vehicles in the world will reach 22 million, of which more than 50% will come from China. In addition to the completed SAIC Volkswagen New Energy Vehicle factory, Volkswagen will also build a new energy vehicle production factory in Foshan. Ningde times got the latest battery order of BMW new energy vehicle.

CSCI pointed out that Chinas new energy vehicle industry is a national strategic emerging industry, with high medium and long-term growth certainty, but the industry boom is affected by the decline of subsidies, and there is a certain pressure in the short term. With the introduction of more good products in the future and the continuous reduction of costs, it is expected to promote the industry to shift successfully to market driven. It is predicted that the total sales volume of new energy vehicles in China will reach 130 / 166 / 225 million in 2019 / 2020 / 2021, with growth rate of 6% / 28% / 35% respectively. It is predicted that the total production and sales volume will exceed 5 million in 2025.

Source: e company official micro Author: Zhang Qian Peng Bo editor in charge: Wang Honggui (nf7326)