Dialogue Car Company Bigger: New Energy Subsidies Influence Geometry


With the start of a new round of subsidy policies, new energy vehicles will usher in new opportunities for development. The industry generally believes that the introduction of a subsidy policy is conducive to accelerating the promotion of new energy vehicles, and unified payment by the central government will achieve the unification of the national subsidy standards and mobilize the production enthusiasm of new energy vehicle companies to a greater extent. New energy auto manufacturers will also directly Benefit.

In the face of policy support and market opportunities, most car owners are optimistic about the development prospects of new energy vehicles. Some enterprises have also made early attempts to reserve new technologies and market promotion for new energy vehicles, in the hope that they will take the lead in the three-year fast growth period of new energy vehicles in the future. Now, let us listen to the voice of the car industry who are clamouring for a new round of subsidy policies.

The New Deal will promote the rapid growth of the new energy vehicle market

Whether it is the hybrid Prius or the pure electric concept vehicle EV, FAW Toyota has always played a "pioneer" role in the field of new energy. For the launch of the New Energy Subsidy New Deal, Tian Ming, general manager of FAW Toyota Motor Sales Co., Ltd. believes that this will play a very big role in the escalating China's new energy vehicle market.

Tian Ming said that he can feel that the country's development direction for new energy vehicles is more clear and the thinking is clearer. He stressed that in the field of new energy, FAW Toyota always adheres to the principle of forward-looking but pragmatic. For example, in 2006, the company first launched the hybrid Prius in the Chinese market, and has spared no effort to promote and popularize the concept of new energy.

This year, FAW Toyota officially announced its joint venture brand, "Langshi," and identified the first model under the brand as an EV pure electric concept vehicle. At the same time, it also indicated that it will develop other energy-saving and environmentally-friendly models in the future. It is understood that relying on the world's leading hybrid power base, FAW Toyota has a profound technical reserve in batteries, motors and electric controls. It is a good foundation to develop pure electric vehicles on this basis.

Industry insiders believe that for Toyota, when the introduction of energy-saving traditional vehicles, hybrid vehicles, hydrogen fuel electric vehicles is a matter of time, because Toyota has a huge reserve, as long as the market timing is appropriate at any time. In this regard, Tian Ming also frankly stated that FAW Toyota's aim is to continue to introduce quality products that exceed consumer expectations, guided by the needs of the Chinese market.

Dual-mode Shuangqing vehicle is the development direction

For the launch of the New Energy Subsidy New Deal, Chairman of the BYD Board of Directors, Wang Chuanfu, believes that the previous new energy policy has been implemented very well, but it is also flawed. The new energy subsidy policy is more complete. For example, the government will directly subsidize electric vehicles to enterprises, reduce intermediate links and avoid local protection, which will greatly promote the development of domestic new energy vehicle market. In this context, BYD will exert its advantages in new energy and will launch more new energy models in the future.

“In the past few years, the development of the new energy vehicle market has placed more emphasis on demonstrative role, so as to prove that the quality of new energy vehicles is reliable. In the next few years, with the improvement of policies, the new energy vehicle market will have very large growth. Space.” Wang Chuanfu said that the dual-model dual-sector models are the development direction of BYD in the future. In the next three years, BYD's Jiucheng model will be a dual-model dual-sport model.

According to reports, in the fourth quarter of this year, BYD's next-generation high-efficiency, intelligent dual-mode electric car "Qin" will be officially listed, accelerating 0-100 km only 5.9 seconds, excluding the state subsidies retail price of about 200,000 yuan.

BYD began researching electric vehicle technology in 2003, and the capital and manpower invested are huge. Previously, the battery technology of electric vehicles has been trapped in five factors: high safety, low cost, long lifespan, environmental protection, and complex processes. After several years of research, BYD battery technology has been very mature. "Technology is ready-made, as long as there is a market, BYD will launch more dual-mode dual-engine and pure electric vehicle in the future." Wang Chuanfu said.

China will be the largest new energy vehicle market

"We believe that China will soon become the largest market for new energy vehicles." According to the government's new energy vehicle subsidy policy, BMW president and chief executive officer Ange said that whether it is China or the rest of the world, new energy Vehicles are faced with similar environments, such as low market acceptance, different customer usage habits, inadequate infrastructure, and dealer operation requirements. However, with the development of the industry and the continued popularity of electric vehicles, these will naturally be resolved.

According to Anger, as early as in 1972, BMW had already entered the field of electric vehicles, and recently officially launched the BMWi3, the first product of the BMWi brand. Unlike other brands, BMWi is a sub-brand of “being born for electric,” and will also introduce hybrid BMWi8. "Under the guidance of the Efficient Dynamics Strategy, we have currently offered a variety of hybrid models to the Chinese market, including the BMW High-Efficiency Hybrid 3 Series, 5 Series, 7 Series and X6," said Anger.

It is reported that the BMW Efficient Power Strategy announced in 2002 provided a direction and a complete and long-term plan for BMW's sustainable development. This plan includes continuously improving efficiency and reducing fuel consumption in traditional internal combustion engine models while ensuring and even increasing driving pleasure.

In Angle's view, the target groups of electric vehicles in China may be younger overall. They have good educational standards, are more open-minded, have achievements, and are very concerned about the environment. At the same time, they want to enjoy the dynamic driving experience of the traditional BMW models, so it is very likely that the first car in their family is the BMW 5 Series, and then choose an electric car as the second car for short-distance travel. Anger predicted that this is a large group, "I believe China will be the world's largest electric vehicle market."

New Deal Launch Guarantees Policy Continuity

“Overall, it is a good thing. The launch of the New Energy Subsidy New Deal has ensured the continuity of the policy.” According to Lin Yi, executive director of BAIC New Energy, the country insists that the pure electric drive has a certain role in promoting the development of new energy vehicles in China. This is crucial to the development of the entire new energy automotive industry. At the same time, both the scope of pilot cities and the scope of subsidy have increased substantially, and new energy vehicles will usher in a new development opportunity.

According to Lin Yi, Beijing Automobile New Energy Automobile Co., Ltd., established in 2009, owns the largest vehicle production workshop with the largest domestic production of new energy vehicles and the most complete industrial chain. Beiqi currently announces three models, of which the E150EV currently has 750 taxis in Beijing to do demonstration operations. There is also a crossover type vehicle, where dozens of three logistics companies in Beijing do urban logistics operations; another newly developed mid- to high-end pure electric car will immediately enter official and high-end private markets.

Although the new round of subsidy policy achieves graded subsidies, Linyi does not believe that it will affect the development of new energy vehicles. He said that the new subsidy policy has increased the subsidies for special vehicles such as the postal sanitation, and the purchase of vehicles has also to be tilted toward new energy vehicles. The proportion of newly added or updated public transport, public service, logistics, and environmental sanitation vehicles in new energy vehicles is not less than 30. %, this will provide support for Beiqi’s next step in expanding the market for special vehicles such as logistics and sanitation, which will hopefully become a new growth point.

“The new subsidy policy will promote the adjustment of the direction of development of new energy industries and product development. The promotion of product technology, improve energy efficiency and battery specific energy, and ultimately reduce the price of the product.” Lin Yi said.

Technology is the core competitiveness

The change of “direct subsidy to enterprises” in the new round of national subsidy policies has triggered industry cheers, and many car companies, including Great Wall Motors, are making greater efforts in the development and launch of new energy vehicles. However, when interviewed by a reporter from Beijing Commercial Daily, Wang Fengying, president of Great Wall Motors, also stressed that the state's subsidy is only an aid. A company must build world-renowned brands and participate in international competition. The core is still excellent technology and products.

According to Wang Fengying, in terms of technology research and development, Great Wall Motors has always insisted on an “over-investment” strategy and pursued an industry-leading product technology and quality. For example, Great Wall Motor’s “Science and Technology Festival” has been held for three consecutive years. This stage is not only an embodiment of encouraging enterprise technology innovation and practicing technology management strategies, but also an important measure for building the competitiveness of enterprise systems and shaping the image of the “Great Wall of Science and Technology”. .

In fact, although the promotion of new energy technologies and models has always been very low-key, Great Wall Motor has possessed certain technical accumulation and product preparation, such as full-function electric vehicle converters, new energy test rigs, thermal management systems, and high voltage. Distribution box assembly, etc., are the results of Great Wall Motor's painstaking research and development. At present, the Great Wall has completed the research and development of 7 new energy models including the Great Wall Euler, Elven EV, Harvard Full Mix, and Great Wall V80 Plug-in Hybrid, and the intelligent start-stop platform, as well as a new energy concept model Haval E. Pure electric C20EV passed the on-site examination of the Ministry of Industry and Information Technology in October 2011, and obtained the qualification for entry into the national new energy auto company.

According to the strategic plan of Great Wall Motors, Great Wall Motor will increase investment in R&D for new energy in the next five years and will form a mass production capacity of pure electric platforms and hybrid platforms by 2015.

New energy vehicles will enter the stage of marketization

“The New Energy Subsidy New Deal has been improved in many ways compared to the past. This is positive for the development of Chery's new energy industry.” Zhang Yong, deputy general manager of Chery’s new energy vehicles, believes that the new version of the new energy subsidy policy The main part of the promotion is to continue to promote the use of new energy vehicles in cities, especially in megacities. "The introduction of the subsidy policy for new energy vehicles, directly referring to the consumer market, will inevitably bring about a far-reaching impact on Chery and the development of China's auto new energy industry."

It is understood that Chery’s current development direction in the new energy industry is purely electric vehicles. High-voltage lithium-ion technology is used. The mass production model is the M1EV. It has already had more than two years of demonstration operation and promotion experience, and is already in Shanghai. Xiamen, Hefei, Beijing, Kunming, and Wuhu have successfully implemented demonstration operations. The promulgation of the new policy will make the promotion of this model more advantageous.

Zhang Yong told reporters that Chery has also invested a lot of energy in the research and development of new models. It is still mainly driven by pure electric power. The model is tentatively named S15EV and uses lithium-ion technology. In addition, Chery also has project plans for plug-in hybrid vehicles. If the project is progressing smoothly, new models of pure electric vehicles will be available for sale in the second half of next year, and plug-in hybrid models are scheduled to be launched in the second half of 2015.

Zhang Yong believes that pure electric vehicles have more obvious effects on energy-saving and emission reduction than hybrid vehicles. Therefore, Chery's main development direction is to focus on energy and funds to develop more pure-electric vehicles with lower carbon and environmental protection. For the 500,000 production and sales targets required by the country in 2015, Zhang Yong said that the key lies in the improvement of charging and replacing facilities, the production capacity of new energy vehicles, and consumer acceptance of new energy vehicles.

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