New energy vehicle regulations introduced


Recently, the Ministry of Industry and Information Technology announced the "Regulations on the Entry of New Energy Vehicle Manufacturing Enterprises and Products" (hereinafter referred to as the "Regulations") and will be formally implemented on July 1. The "Rules" not only makes more explicit provisions on the access of new energy automobile companies and products, but also explains and manages the new energy products that companies must produce. Experts in the industry said that this move not only means strict access to the currently-completed new energy vehicle project, but also strengthens the basic management of new energy vehicles and encourages eligible companies to get involved in the new Energy vehicles, and from the source of the product, ensure that China's new energy vehicle production will embark on a healthy development.

Production of new energy vehicles has rules to follow

"With the threshold, the market will be more standardized." Industry experts said. According to reports, the conditions for entry of new energy automotive products are in compliance with relevant standards and regulations such as safety, environmental protection, energy conservation, and theft prevention. The term "new energy vehicles" as used in the "Regulations" refers to the use of unconventional vehicle fuels as a power source, or the use of conventional vehicle fuels, the use of new vehicle-mounted power plants, and advanced technologies in power control and drive for integrated vehicles. Advanced technology, new technology, and new structure of the car.

According to the latest research report released by Essence Securities, the “rules” clearly defined the classification and management of new energy vehicles, the access conditions and management of new energy vehicle companies, and made regulations and guidelines for the development of new energy vehicles. To a large extent, the competition of car companies in new energy vehicles will be serialized, which is equivalent to delineating a coordinate system for the long-term development of new energy vehicles.

The "Regulations" divides new energy vehicles into three technical stages: start-up phase, development phase, and maturity phase, and adopt different management methods for products at different technical stages. Such as fuel cell vehicles, hydrogen engine vehicles and DME vehicles belong to the starting stage; lithium-ion battery powered hybrid passenger cars, commercial vehicles, and pure electric vehicles are all in the development phase; nickel-metal hydride batteries, lead-acid battery production The hybrid passenger car, pure electric passenger car and pure electric commercial vehicle are mature products. In addition, the "Rules" also specify the scope of car sales at different stages of development. For example, new energy automotive products in the starting period can only be produced in small batches, and only in the approved areas, scopes, deadlines and conditions for demonstration operations; the development of products allows mass production, only in the approved area, scope, deadline Sales under conditions and conditions; mature products are the same as conventional automotive products in terms of management, sales, and use.

Xu Caihua, an auto industry analyst at Guodu Securities, told this reporter that new energy vehicles have been initially formed technically, but there is still a long way to go in market promotion. The "Rules" not only standardizes new energy technologies, but also sets detailed standards for the sales and service of new energy vehicles. The "Rules" actually prepares policy standards in advance for the further marketization of new energy vehicles. The policy also sets standards for market access conditions. The future new energy automobile industry will gradually become a highly market-oriented and low-policy industry. Each company can decide whether to enter the new energy auto industry based on its own technical capital situation and with reference to the relevant provisions of the “Regulations”.

New energy automotive industry is not far off

With the global energy crisis and environmental protection pressure becoming more and more serious, the world's major auto-producing countries have taken the development of new energy vehicles as a major strategic measure to increase industrial competitiveness and maintain sustainable economic and social development. In China, with the increase in the number of car ownership, the pressures for energy and environmental protection are also increasing. Under the new situation, accelerating the research and development and industrialization of energy-saving and new energy vehicles is a historic opportunity to cope with the pressure of energy and environmental protection, seize the opportunities in the new round of adjustment of the international auto industry structure, and create new competitive advantages.

Li Shengmao, an investment analyst at China Investment Advisors Co., Ltd., said: "The "Regulations" not only solve the problem of access to new energy auto companies and products, but also will accelerate the development of new energy auto industry as the related product structure of the company is adjusted." This time, the Ministry of Industry and Information Technology has shifted its development focus from lithium batteries to nickel-metal hydride batteries. The main reason is that the technology of nickel-metal hydride batteries is more mature than lithium batteries, and mineral resources are more abundant. In the future, new energy vehicles can easily enter the commercialization stage.

At the beginning of this year, the national automobile industry was revitalized and revitalized. The government will adopt relevant policies and measures. By 2011, China’s new energy vehicles (including pure electric vehicles, rechargeable hybrid vehicles, and ordinary hybrid vehicles) will have an annual output of 500,000 vehicles. Total production and sales scale of 5%. Under this background, the market is full of expectations for the industrialization of new energy vehicles, especially the real marketization after its industrialization.

On June 22, Jia Qinglin, chairman of the National Committee of the Chinese People's Political Consultative Conference, conducted a special investigation on the development of new energy vehicles in Beijing, stressing that the development of new energy industries has become a global consensus. Under the current situation, it is not only an important point for resolving energy and environmental issues and responding to the international financial crisis, but also maintaining stable and rapid economic development. It is also an important breakthrough for creating new technological revolutions, stimulating industrial upgrading, and establishing new strategic industries. It is necessary to vigorously implement the strategy for new energy vehicles, seize opportunities, increase investment and support, effectively improve the capability for independent innovation, and accelerate the technological surpassing of new energy vehicles and industrial leapfrogging.

Industry experts said that with the guidance of policies and industry standards, the pace of industrialization of new energy vehicles in China is getting closer and closer.

New energy car plate boom

Guoxin Junan Securities auto industry analyst Zhang Xin said that after the implementation of the "Rules", with the subsequent introduction of support policies will gradually promote the new energy automotive industry boom.

The new energy automotive industry chain includes: new energy vehicle vehicles, new energy vehicle power, lithium battery raw material producers and non-ferrous metal upstream suppliers. According to statistics, it is estimated that by 2020, the market share of electric vehicles and hybrid vehicles in new energy vehicles may exceed 50%. The market for batteries, engines and other related components will also experience a similar rapid growth, which will lead to a huge industrial economic effect. The investment adviser’s report predicts that by 2012, the annual output of new energy vehicles will reach 1 million, which will be calculated as 70,000 yuan per new energy vehicle battery cost. This will be a big cake with a total output value of 70 billion yuan. If calculated by bus, this value will also increase by 3 times.

First Venture Securities analysts said that the industrialization of electric vehicles is most likely to be realized on buses. Therefore, new energy bus manufacturers and companies that provide batteries and chassis for new energy buses will benefit first. Judging from the new energy bus products announced by the Ministry of Industry and Information Technology, Ankai Bus, Zhongtong Bus, Yutong Bus, Jinlong Automobile and Foton Motor all have new energy bus production capacity and have a certain market share. In addition, the passenger vehicle market for electric vehicles is likely to be a breakthrough for taxis or official vehicles. Vehicle manufacturers like BYD, Changan Automobile, Shanghai Automotive and FAW Car will take the lead.
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