Compared with the traditional car market to freezing cold, and the development of automobile industry chain, new energy was in full swing, more favorable policies are icing on the cake.
BYD, for example, in September this year with its new energy vehicle sales over 6000, rose 217 percent year on year. Company insiders told reporters, "Don" is an important reason for the sales doubled. "Engine equipped with three dual-mode four-wheel drive system technology 'Don', is BYD's first 542 strategic models, since listing in June this year will be favorable, order overflowed. In addition, support policies also contributed significantly to the 'Don' sales Shenzhen 'two children' policy, national accelerate infrastructure charging piles and Shenzhen new energy vehicles Yaohao Free welfare, have created favorable conditions for purchase. "It is reported that," Since the Tang Dynasty, "listed four months, hitting a 3044 station a record high, growth of 112%.
BYD three quarterly show, this year from January to September net profit reached 1.961 billion yuan, an increase of 404.32%. BYD expects the year 2015 net profit will reach 2.32 billion yuan -25.2 billion, an increase of 435.15% -481.28%. "The fourth quarter is expected to plug-in hybrid car sales will continue to maintain high growth, orders public transport and private cars in the field will also be a large number of deliveries, new energy automotive business group will continue to maintain a rapid growth momentum, driven by the Group's profit level upgrade. "BYD represented.
BYD, the new energy car prices in the first three quarters of this year, the JAC also has a decent performance. January to September, the company total sales of various types of automobile 424,600, an increase of 24.37%; this year sales are expected to nearly 600,000 various types of vehicles, an increase of up to 27.42%; net profit of 649 million yuan in the first three quarters , an increase of 100.57%. Among them, only in September production and sales of pure electric car company amounted to 1400, from January to September total sales two were 5885, 6087.
New energy vehicles driven by booming sales, the industry chain related companies also gratifying. Reporter combing found that in 32 of the lithium battery has three quarterly disclosure of listed companies, there are 22 in net profit year on year growth. Affected, A-share lithium battery energy storage sector as a whole rose nearly 20 percent, far more than the same period in other sectors.
It is undeniable, and vigorously support the new energy automotive industry chain hot inseparable from its policies. From the State Council issued the "Guiding Opinions on Accelerating the electric vehicle charging infrastructure" under the State Council Premier Li Keqiang made important instructions, pointing out to accelerate the development of energy-saving and new energy vehicles, for the "bottleneck" and "shortcomings" of industrial development, implement and improve policy support to the latest release of "Made in China 2025" in key areas of technology roadmap proposed that by 2025, annual car sales will reach about 20% of the total market demand for cars, while 2025 to formed a complete industrial chain of independent controllable, synchronized with the international advanced level in the new energy vehicle sales 3,000,000, independent new energy vehicle market share above 80%.
Ancillary, local government support policies have been introduced. For example, after Beijing, Shenzhen, the latest issue of the new energy bus has been canceled indicators Yaohao small, direct configuration.
Industry insiders estimate that the policy continued to overweight the next year, new energy vehicles will continue to accelerate the popularity of pre-promotion ineffective region in the fourth quarter is expected to accelerate the promotion, production and sales is expected to continue the outbreak, it is expected by the end of monthly sales expected to exceed 40,000, the annual sales the amount is expected to reach 250,000.
Charging standard uniform trend
Needless to say, in the new energy automotive and industrial chain, charging pile of business development and lagging behind due to various factors. The reporter Statistics 17 involves charging pile business companies, only eight of the net profit rose.
"The current business is in charge of market development, since a larger initial investment, high operating costs, profitability has not been fully released, it will lead to a larger vehicle charging business losses." A charging infrastructure company insiders told reporters, "Again, the charge GB is not introduced, inevitably lead to China has built a large number of charging pile because charging interface incompatibility underutilized. "
September this year, the Ministry announced, GB / T 20234 "electric vehicle conductive charging connector means" three national standards for electric vehicles through the National Technical Committee of Standardization Technical Committee expert car review. 2015 International Symposium on the new energy automotive standards, the reporter from the Ministry of Equipment Industry Division cars at people informed, charging port and protocol the two standards be reviewed by the end of October. Charging port and protocol is to ensure interoperability between electric vehicles and the charging infrastructure of basic standards, including charging interface standard by the automotive industry, including general requirements, AC charging port DC charging interface of three parts, by the communication protocol standards centralized power industry.
Since the beginning of the application of standards insufficient experience and data accumulated, charging interface and communications protocol standard part of the terms and provisions of the technical details not detailed enough, the application process appears there is a problem can not be completely compatible between different vehicles and charging facilities. 2014 National Standards Commission formally issued the revised standard plan, the automotive industry and power industry work together for a number of discussions and experimental verification.
Reporters learned that the new national standard in the most complex compatibility and safety standards is part of the standard part of the two vehicles and with the need to pile on the need to charge electric car pile enterprise and corporate communication as well as data analysis and development. In addition, the new national standard standard in terms of safety and compatibility set threshold will directly determine the fate of the electric car charging pile enterprises and enterprises in these two sectors in some companies.
"After the standards are published and Cohesion charging facilities construction on interconnection involving cars also relates to the pile. Car this end, after the new standards MIIT plans to release on the vehicle interface and vehicle communication protocol management industry access facility that end, Energy Board is established and Automotive Industry Association Development League charging, one of the alliance's role is to carry out work in line with national standards for certification in charge pile this end, these two aspects to ensure the implementation of the standard. "The source told reporters that the , according to the work plan grid industry, the Ministry of Industry and Energy Board, after reviewing five criteria will complete a joint assessment, the assessment will be completed after approval, once the approval stage, the government will accelerate the release. It is expected that the new national standard will be the end of this year or early next year release.
In addition, although our power battery sales, production capacity, have a larger increase on the scale, but in comparison with foreign battery is still a gap. On the other hand, the number of power battery business are numerous, but the real OEMs to enter the supply chain of only a few companies, which involves a battery standard uniform issue.
Insiders pointed out that China battery industry, the lack of uniform production standards, which makes battery lacks versatility, can not achieve standardization, large-scale production, invisible to increase the production cost of the battery. The rechargeable battery diversification also led to some battery manufacturers in a monopoly position, the lack of effective competition in the industry. In fact, more than the new energy bus fire incident has occurred so that the battery quality and safety of new energy vehicles subject to greater attention.
SAE Battery Standards Steering Committee Chairman Robert L.Galyen Shangzheng Bao told reporters in an interview that China's power battery companies have no way to reach a unified standard battery. He understood that some of China's electric bus battery design standards are not uniform, they may claim to be a better manufacturing electric buses battery manufacturers, but in fact the situation may not be so good. Diversity issues on battery power, the most in his discussions with the industry authority who believes that battery production factors must meet durability, security, power, life and impact on the environment, at present only do these manufacturers, in the market was competitive.
The good news is that the "Guiding Opinions on Accelerating the electric vehicle charging infrastructure," the official introduction of the new national standard to accelerate the charging baked hit a shot in the arm.
Business model remains to be further explored
Even in a series of policies, standards, and constantly improve after, new energy vehicles, including charging pile business model remains to be further explored.
From now some local governments to explore new energy vehicles to promote the application of the business model point of view, including Shanghai's "time-lease", Shenzhen's "finance lease", in Jiangsu Province "vehicle leasing" Hangzhou "micro bus", Tianjin "Battery leasing" and many other models. Charging terms of infrastructure, we have also been exploring the outstanding preparation pile, wireless charging, mobile repair electrical and other models.
In the reporter visited learned that the Shanghai International Automobile City new energy vehicles operating services Limited as Shanghai is the first for the new energy vehicle leasing and sharing of professional services firms, its timeshare rental business is currently in the Jiading District of over fifty a plurality of outlets, reported that next year will be amplified to 150 or so. Business executives told reporters, distribution is still the core business, in the downtown parking resource constraints, the work carried out some difficulties.
Such problems exist on the same charge pile construction. BAIC had to invest in new energy model is the public to raise public charging pile used, namely, whether business or personal, can participate in the construction or financing by way of providing a venue to share the benefits. The industry believes that this model is expected to a certain extent, to resolve the current earnings cycle charging pile length and other problems, to a certain extent, the cost-sharing charge pile construction, charging pile pressure on the operation of enterprises will be reduced accordingly. But the industry believes that the first-tier cities, due to the shortage of parking spaces, but in fact is not conducive to the promotion of the public to raise modes, this model is more suitable parking relatively well-off second and third tier cities.
The charging facilities guidance objectives, to 2020, the basic completion moderate advance, car pile hand in hand, intelligent and efficient charging infrastructure system to meet the more than 5 million electric vehicle charging needs; to form a sustainable development of the "Internet charge infrastructure "industrial ecosystem.
Currently, the government and private capital, and other auto companies are charging pile money into the business, some companies tend to charge pile using "Internet" provide charging service, but this approach is still in the development stage, due to the low efficiency, not yet entered the fast lane. The industry believes that the investment in the ground after a series of supporting policies, there will be more new technology, new business models emerge, charging pile business needs to have a clear profit model, to attract more social capital to participate in the construction of charging facilities.