Forward-looking Electric Vehicle Industry Global Weekly No.40: The new fifteen-year plan for new energy vehicles is coming!

The new energy automobile industry plan for the next fifteen years is being worked out.

According to China Securities Network, Luo Junjie, deputy director of the Equipment Industry Department of the Ministry of Industry and Information Technology, said on the 7 th that the Ministry of Industry and Information Technology is taking the lead in compiling the Development Plan for New Energy Vehicles from 2021 to 2035, and the Plan is currently in the stage of soliciting opinions.

According to a document suspected of this plan that flowed out before, after affirming the achievements made in the past work, the new plan puts forward: "Strive for a major breakthrough in key core technologies of new energy vehicles, coordinated and efficient integration and development, and sound industrial ecology after fifteen years of continuous efforts. Pure electric passenger cars have become the mainstream, fuel cell commercial vehicles have achieved large-scale applications, and highly self-driving intelligent networked vehicles have become popular, and China has entered the ranks of world automobile powers."

The plan includes the following contents:

By 2025, the sales of new energy vehicles will account for 20% of the total car sales in that year, and the sales of intelligent networked vehicles with conditional automatic driving will account for 30%. The average fuel consumption of new passenger cars will drop to 4.0 liters /100 kilometers, and the average power consumption of new energy passenger cars will drop to 11.0 kWh /100 kilometers.

By 2030, new energy vehicles will form a competitive advantage in the market, with sales accounting for 40% of the total car sales in that year, and the sales of conditional self-driving intelligent networked vehicles accounting for 70%. The energy consumption of new cars will reach the world advanced level.

Bloomberg: China is considering further reducing subsidies for electric vehicles.

On November 8, foreign media quoted many people familiar with the matter as saying that China is considering further reducing the purchase subsidy for electric vehicles. This may cause another blow to the once booming electric industry, which has fallen into a downturn. These people familiar with the matter said that China’s electric vehicle industry regulators have been discussing this proposal, but they will not make a rash decision before weighing the sales data in the next few months.

China Automobile Association: Sales of new energy vehicles dropped by 45.6% in October.

On November 11th, China Automobile Association released the production and sales data of China automobile market in October and the first ten months. The data shows that in October, the production and sales of automobiles were 2.295 million and 2.284 million respectively, which increased by 3.9% and 0.6% respectively compared with the previous month. The overall production and sales of automobiles continued to pick up, but the year-on-year growth decreased by 1.7% and 4% respectively. In the same period, new energy vehicles sold 75,000 vehicles, down 45.6% from the same period of last year.

Subsidies, the aftermath of the retreat, BYD’s new energy vehicle sales fell by 55% in October.

On the evening of November 6, BYD released the October sales report, showing that in October this year, BYD sold 41,000 cars, down 15.19% year-on-year. The decline in sales was mainly due to the sales of BYD’s new energy vehicles falling short of expectations. In October, BYD sold 12,600 new energy vehicles, down 55% year-on-year. Among them, the sales volume of BYD pure electric passenger cars in October was 7588, down 41.5% year-on-year; The sales volume of plug-in hybrid vehicles was 4,454, down 67% year-on-year.

Lexus’s first electric car Guangzhou Auto Show released or pure electric UX.

On November 11, Lexus officially revealed that the first pure electric vehicle model of the luxury brand will usher in the world premiere on November 22. The new models are tailored for China and Europe to meet the growing demand of local consumers for pure electric vehicles. The new car will be equipped with a brand-new "ELECTRIC" electric logo. Toyota has previously completed the trademark registration of "LEXUS UX300e", and this name is likely to be adopted by Lexus’ first pure electric vehicle.

Baiteng’s first electric vehicle was launched in China, and the starting price for mass production at the end of the year was 300,000 yuan.

Last week, Batten Auto officially announced its first electric vehicle model, the M-Byte production version, at its Nanjing factory. Since its debut at the Frankfurt Motor Show in 2019, this is the second appearance of the car, and it is also the first appearance in China. The appearance of the new car basically restores the concept car design and is positioned in a pure electric medium-sized SUV. Last month, the Baiteng Nanjing factory began trial production, and the new car is expected to be officially put into mass production by the end of this year. It is reported that the starting price of the car will be around 300,000 yuan.

BYD and Toyota plan to form a joint venture to develop electric vehicles.

Toyota Motor Corporation and BYD Co., Ltd. signed a joint venture agreement on the establishment of a pure electric vehicle research and development company on November 7. The new company will be formally established in China in 2020, with 50% contribution from Toyota and 50% contribution from BYD. The new company will carry out the design, research and development of pure electric vehicles and the platforms and parts used in the vehicles.

Volkswagen began to pre-produce ID electric vehicles at the China factory and mass-produce them in October next year.

Recently, Volkswagen announced that it will start producing a prototype electric vehicle for China market at its factory in Anting. This factory is a joint venture between Volkswagen and SAIC. According to Volkswagen, the factory was built in only one year and will be responsible for assembling electric vehicles based on Volkswagen MEB platform in the future. According to official sources, the mass production of ID series in this factory will begin in October next year.

Audi will launch 9 electric vehicles in China before 2021.

According to the American Automotive News Network, by 2021, Audi will launch more than nine electric vehicles in China, which is part of Volkswagen Group’s plan to accelerate the launch of electric vehicles in China. Audi said at the 2nd China International Import Expo held in Shanghai this week that its first electric vehicle will be an imported e-tron crossover, which will be produced by FAW-Volkswagen Changchun Factory, a joint venture between FAW and Volkswagen, next year.

The electric car ran out of power halfway at high speed: 4 guys strolled to find charging piles.

According to domestic media reports, recently @ Hubei High-speed Traffic Police Zhongxiang Brigade police conducted routine night patrols on the Shanghai-Chengdu Expressway. When patrolling 989 kilometers in the direction of Chengdu, they found that the emergency lane was faintly flashing with lights. When I entered, I found that four young men were pushing a cart with a triangle warning sign. It is understood that the car has no electricity halfway, and they are ready to push it to the service area in front to charge. The traffic police told them that the service area in front of them is still 4 kilometers away, and there are still uphill roads.

Contemporary Amperex Technology Co., Limited became a Tesla battery supplier Tesla: I haven’t heard of it.

On November 6th, foreign media reported that Tesla and Contemporary Amperex Technology Co., Limited had reached a preliminary supply agreement, and the supply time for domestic Tesla was not earlier than 2020, and the final agreement will be signed in mid-2020. The two sides also discussed the details of cooperation and whether to expand to global supply. However, Tesla responded to national business daily: "I haven’t heard about it yet."

New energy vehicle charging facilities will be a nationwide network: one APP will go nationwide.

State Grid reported on the 5th that the nationwide unified charging service network for new energy vehicles was basically completed. In the future, new energy vehicle owners can query, navigate, charge and pay more than 400,000 charging piles distributed around the country through the State Grid online platform APP. At present, the major new energy vehicle charging operators in China have been connected to the national unified service network platform. Up to now, the platform has covered 284 cities, of which the mileage of expressways exceeds 50,000 kilometers.

US media: Contemporary Amperex Technology Co., Limited becomes the "boss" of global car batteries.

The website of The Wall Street Journal reported on November 3rd that Contemporary Amperex Technology Co., Limited has become the world’s largest battery manufacturer for electric vehicles according to the number and total scale of its battery manufacturers, according to the British benchmark mining intelligence company engaged in research business. According to the report, many Asian companies are in a leading position in battery technology of electric vehicles, while the European automobile industry has been focusing on developing diesel engine technology, and American companies are also skeptical about the commercial prospects of domestic electric vehicles.

Nanning plans to build 4000 new charging piles for electric vehicles by the end of this year.

Recently, the Nanning Municipal Development and Reform Commission issued new regulations. By 2021, a total of 17,998 charging piles will be built. According to the Task Breakdown Table of Electric Vehicle Charging Infrastructure in Counties (Districts) and Development Zones in 2019-2021, by the end of this year, Nanning will plan to complete the construction of 4000 charging piles in 38 charging stations in counties and districts. The Plan also improves the automobile charging infrastructure system through measures such as reserving charging facilities for parking spaces in new communities and building charging facilities on expressways.

Nanchang will add 16,300 charging piles.

In order to promote and use new energy vehicles better, Nanchang recently issued the Layout Plan of Charging Pile Facilities for New Energy Vehicles in Nanchang (referred to as "Specification"), which will add more than 00 charging piles. According to the Code, according to the classification of different charging facilities, it will be divided into three major structural systems: self-use, dedicated and public charging facilities. Among them, public charging facilities are divided into centralized charging stations and decentralized charging piles according to the charging needs of the clients.

The sales of electric vehicles in the United States have surpassed the sales of manual transmission vehicles.

In the American market, the sales of electric vehicles have exceeded the sales of manual transmission vehicles. According to JD Power, the market penetration rate of manual transmission vehicles in the United States is about 1.1%. In contrast, electric vehicles can now be purchased in more forms and at lower prices in the United States. Coupled with the low-cost charging of electric vehicles, dense charging networks across the United States and tax incentives for electric vehicles by various state governments and even municipalities, the sales of electric vehicles now account for 1.9% of the total sales.

British car sales fell by 6.7% in October, and the market share of new energy vehicles reached a new high.

According to the data released by the British Automobile Manufacturers and Trade Association (SMMT), the number of new car registrations in the UK decreased by 6.7% in October to 143,251, of which individual purchases and sales decreased by 13%. However, the sales of new energy vehicles continued to increase, and the sales of hybrid vehicles increased considerably, with an increase of 28.9% and sales reaching 7,950 vehicles. The number of registered pure electric vehicles almost tripled, with an increase of 151.8% to 3,162. The sales volume of plug-in hybrid vehicles declined by 1.7% compared with the same period of last year.

Germany plans to increase the subsidy for electric vehicles by half to 4,500 euros.

According to a government document seen by Reuters, the German government plans to increase the subsidy for electric vehicles from the current 3,000 euros to 4,500 euros, and the subsidy for vehicles with a price exceeding 40,000 euros will be increased to 5,000 euros. Senior German government officials and auto industry executives will discuss this plan at a meeting on Monday night local time. The German government hopes to put 10 million electric vehicles on the road by 2030. In addition to subsidies, it is estimated that by 2030, Germany will build 1 million electric vehicle charging stations.

Modi urged scientists to devote themselves to promoting the development of solar electric vehicles.

After returning from the 16th ASEAN India Summit in Thailand, Modi delivered a speech at the 5th India International Science Festival in Kolkata, urging the scientific community to find ways to promote solar energy and develop electric transportation. He said that no country would make progress without the development of science and technology. The event is held once a year to promote India’s contribution to the world of science and technology according to the country’s tradition, and to inspire young scientists to use traditional science and modern science to find solutions.

Volkswagen executives predict that the importance of electric vehicle cruising range will decrease in the next few years.

According to foreign media CNET, an executive of Volkswagen Company predicted that the anxiety about charging electric vehicles will soon become a thing of the past: "I believe that once the charging infrastructure is developed, customers will also accept lower cruising range. Just like there are gas stations in every corner, the more availability of public chargers will make the charging of electric vehicles easier and faster. This may encourage consumers to avoid using vehicles with heavier and more expensive batteries. "

General CEO: The investment in electric vehicles will exceed that in gasoline vehicles in the next five years.

According to Reuters, General Motors CEO Mary Barra said on Tuesday that the company expects to spend more on R&D and sales of electric vehicles than gasoline-powered vehicles in the next five years, and she believes that there will be more R&D and capital expenditure on electric vehicles during this period. She also said that electric vehicles will require "less labor" than gasoline-powered vehicles. However, the United Auto Workers’ Federation (UAW) therefore expressed concern about the future employment level in the United States.

Daimler CEO confirms that Mercedes-Benz G-class off-road vehicle will not be cut, and a pure electric version will be built.

According to reports, Kang Linsong, chairman of Daimler and CEO of Mercedes-Benz, confirmed that the company will produce a pure electric version of the iconic G-class off-road vehicle. Mercedes-Benz G-Class off-road vehicle is one of the most powerful all-terrain off-road vehicles in the world. At present, the fuel consumption of this car is 16.8 liters per 100 kilometers. After the pure electric version is launched, it will become a zero-emission model. Kang Linsong said that Daimler had discussed reducing the G-class off-road vehicle, but now Mercedes-Benz plans to convert it into a pure electric vehicle.

Hyundai Motor plans to expand its lineup of electric vehicles to 13 models by 2022.

According to the European Automotive News Network, Hyundai Motor plans to expand its lineup of electric vehicles to 13 models in the next three years. The Korean automaker announced that in 2022, Hyundai Motor will launch six cars and seven crossover vehicles, each equipped with an electric, hybrid or plug-in hybrid system. Hyundai Motor will release its first electric vehicle model, the brand-new 2020 Ioniq, at the Los Angeles Auto Show later this month, followed by the Sonata Hybrid at the Chicago Auto Show in February next year.

Britain and finidi will turn to electrification to develop gasoline-powered electric vehicles.

British finidi said that they are developing so-called gasoline-powered electric vehicles. It combines the advantages of internal combustion power vehicles, that is, fast refueling and continuous driving mileage unaffected by weather conditions, and has the advantages of electric vehicles, such as instant torque, almost silent operation and greatly reduced emissions. This kind of gasoline is equipped with a small gasoline engine to generate electricity, and the transmission system never needs to be plugged in to charge. This technology is provided in a shared vehicle architecture to support future models.

So what if you can’t do it? Germany redefines the "small goal" of electric vehicles

While China has greatly reduced its policy support for electric vehicles, Germany has continuously increased its support for electric vehicles. German Chancellor Angela Merkel has recently set a new "small goal" for the development of electric vehicles. On November 4th, Merkel held the 2nd "Automobile Summit" and made a solemn commitment that the federal government will invest 3.5 billion euros to expand public charging piles, and 50,000 new charging piles are expected to be put in place quickly. Germany will build 1 million charging piles for electric vehicles by 2030.

The government led the UK to invest 3.6 billion yuan to build additional charging stations.

A few days ago, the UK launched a 400 million pound (about 3.6 billion yuan) investment fund to promote the development of electric vehicle charging infrastructure in the UK. It is reported that this investment was raised by the Charging Infrastructure Fund (CIIF). Among them, the British government invested 35 million pounds (about 300 million yuan). Britain hopes to add 3,000 public electric vehicle fast charging stations by 2024. At present, there are only 2000 fast charging facilities in the UK.

The price of Beijing Benz EQC after listing subsidy is 563,800-606,800 yuan.

On November 8, Beijing Benz EQC was officially listed. There are two models of the new car, the price before subsidy is 579.8-62.28 million yuan, and after deducting the subsidy of 16,000 yuan, the price is 563.8-606.8 million yuan. EQC is equipped with a four-wheel drive system consisting of front and rear dual motors, with the power of 148 kW and 162 kW respectively. In terms of batteries, the new car adopts ternary lithium battery provided by Contemporary Amperex Technology Co., Limited, with an energy density of 125 Wh/kg and a battery life of 415 kilometers under NEDC conditions. There are two levels of shock absorbers at the motor, and the manufacturer claims that the sound insulation can reach its own S level.

BYD’s brand-new Qin EV is priced at 129,900-139,900 yuan after listing subsidies.

On November 5, BYD’s brand-new Qin was officially launched. The pure electric version has two configurations, and the subsidized price is 129,900-139,900 yuan. In terms of power, the car is equipped with a motor with a maximum power of 100 kW and a maximum torque of 180 N m. The battery capacity is 53.1 kWh and the NEDC cruising range is 421 kilometers. In the case of fast charging, it can be charged from 30% to 80% within 30 minutes.

The price of Beijing Hyundai Angsino pure electricity after listing subsidy is 172,800-198,800 yuan.

On November 4th, Beijing Hyundai Angsino Pure Power was officially listed. The new car is positioned as a small SUV, with a total of three models, and the subsidized price is 172.8-198.8 million yuan. EM15 series high-voltage electric drive system is adopted in power, with maximum power of 150 kW and peak torque of 310 N m.. The battery adopts NCM 523 ternary lithium battery from Contemporary Amperex Technology Co., Limited, with energy density of 146.6 Wh/kg and battery life of 500 km under NEDC condition.

Analysis Report on Development Prospect and Investment Forecast of China Electric Vehicle Motor Industry in 2019-2024

Analysis Report on Business Model Design and Development Strategy of China Electric Vehicle Industry from 2019 to 2024

In-depth investigation and analysis report on the market and technology development of electric vehicle charging pile products in 2019-2021

In-depth research report on business model innovation and investment opportunities of electric vehicle industry in internet plus, China