Haze talks for the first time in a year pushing up new energy car stocks

Absrtact: March 2, the first time that the topic of haze pushed up the stock of new energy vehicles. Then the National Council of March 5, the national high level repeatedly mentioned the importance of the development of new energy vehicles, the same day, the second wave of rising tide swept the new energy vehicle stocks, million to Qianchao, Desai

March 2--the first push to raise the stock of new energy cars in the haze issue. Then the National Council of March 5, the national high level repeatedly mentioned the importance of the development of new energy vehicles, the same day, the second wave of rising tide swept the new energy car unit, million to Qianchao, Desay battery, Buddha-plastic technology, such as many shares led, BYD trading.

"There is much debate about whether car exhaust is the main source of smog," he said. However, the promotion of new energy vehicles to replace the traditional fuel vehicles, and gradually reduce vehicle exhaust to govern the atmosphere, has become the government's policy consensus. BYD insiders say.

Under the heavy pressure of smog, the government has frequently introduced policies to support new energy vehicles, which has become a gimmick for the new energy concept stocks. Battery, the concept of new energy stocks are sought after, but some battery companies do not have the core technology, such as the million to Qianchao even with the new energy car has no direct relationship, many stocks in the fry into a "demon shares."

The industry is more concerned about the last year, the government launched new energy vehicles new car subsidies, plate free, purchase tax exemption, charging facilities, such as the reform measures, the level of national policy can be supported?

"Last year's new energy vehicle policy, mainly concentrated in the field of marketing, basically can think of the way, have been issued or have formed the intention, and will gradually implement the formation of a policy system." The next possible breakthrough is the technical aspect, which supports the industrial chain, which is the most lacking in recent years. "An expert on new energy vehicles technology March 6 said to the 21st century Economic report.

Battery technology to make extra lessons

New energy vehicles have been promoted for more than six years, supporting policies have formed a system, but in the fields of scientific and technological innovation, the relevant support is not much, and is rarely appreciated by the outside world. As the National Ministry of Science and Technology 863 plans electric car major science and technology special experts, Wang Binggang to China's new energy vehicle Technology Hollow is worried, remind the relevant departments to pay attention to.

New energy vehicle industry consensus is that the domestic new energy vehicles in the battery, motor, electric control three core technology, and the international advanced level still has a big gap. "In particular, the power battery technology, as well as hybrid power system, in addition to the domestic BYD, many car companies not only have no production lines, but also the volume of production models." "Wang Binggang said.

Lithium iron phosphate is the main power battery in China, but the development level of battery is uneven. According to the Chinese Automotive Technology Center relevant sources of data, most of the domestic use of lithium iron phosphate batteries of pure electric vehicles, battery capacity, such as the gap between the parameters are very large. For example, Condi 4 EV battery capacity of only 21.12 degrees of electricity, Jianghuai iEV4 for 19.2 degrees, North Steam E150ev for 23 degrees, and BYD E6 can reach 60 degrees electricity.

"Domestic power battery production is still mainly small production lines, a lot of low production level, consistency is difficult to guarantee." A technology lag, the future may drag down the whole industry development. Batteries and other core technical components, the ability of competitors will not be provided to you, so although the Department of Energy vehicles are hot, but a lot of crisis. "A small battery company in Beijing, insiders said.

Power battery technology is considered by the industry as the most critical technology in the development of new energy vehicles. According to China Automotive Research related sources, the State is studying the relevant policy measures, one of the most important is the new energy vehicle power batteries to standardize and support. February 16, the Ministry of Science and Technology issued the "National Key research and development plan new Energy Vehicle Special Implementation Plan (draft)" (hereinafter referred to as the "plan"), from the development of automobile industry to the control of automobile exhaust pollution, the paper puts forward the necessity of technology upgrading under the condition that the key technologies of new energy vehicle and some core parts are not completely broken.

The general direction of technical support determined by the Ministry of Science and Technology is: electric energy science, lightweight materials science and intelligent information Science. The longitudinal system supports pure electric power systems, plug-in/plug-in hybrid systems and fuel cell systems. Among them, the core technical power battery of the new energy vehicle is put forward, which requires the monomer of the car power battery to reach 200 watts/kg at the end of 2015, one times higher than 2010; 2020 to 300 watts/kg, the overall level remains within the international top three.

Subsequently, the local government began to follow up, Shenzhen recently issued the "Shenzhen New Energy development work plan", Shenzhen will further promote the new energy industry innovation capacity. Demand by the end of this year, the new energy vehicle overall technology reached the international advanced level, the Power battery module cost reduced to 2 yuan/Washi below, the cycle life is stable to 2000 or 10 years, the electric drive system power density reached 2.5 kw/kg.

Because of the weak fuel cell technology reserves, the car companies are unwilling to invest heavily from scratch, the Ministry of Science and Technology is very lonely, but in the industrial route is still unclear, can not give up directly. Fuel cell vehicle target is also set very low, before 2020 only required "fuel cell vehicle technology to achieve a breakthrough, to achieve industrialization requirements, to achieve thousands-level market scale." ”

Subsequently, the local government began to follow up, Shenzhen recently issued the "Shenzhen New Energy development work plan", Shenzhen will further promote the new energy industry innovation capacity. Demand by the end of this year, the new energy vehicle overall technology reached the international advanced level, the Power battery module cost reduced to 2 yuan/Washi below, the cycle life is stable to 2000 or 10 years, the electric drive system power density reached 2.5 kw/kg.

Because of the weak fuel cell technology reserves, the car companies are unwilling to invest heavily from scratch, the Ministry of Science and Technology is very lonely, but in the industrial route is still unclear, can not give up directly. Fuel cell vehicle target is also set very low, before 2020 only required "fuel cell vehicle technology to achieve a breakthrough, to achieve industrialization requirements, to achieve thousands-level market scale." ”

The Department of Science and Technology optimizes management structure

State support for new energy vehicle technology, has long established a High-tech project state support, but many projects carried out in the industry have objections. "Beijing has a car companies, as long as 100 pure electric vehicles, can get 100 million yuan subsidy, an average of 1 million yuan, in fact, there is no technology behind." A new energy vehicle developer said.

This situation has led many state-owned enterprises to independent new energy vehicle technology does not really pay attention to, but through the purchase of core components assembly finished, get support fund. This is also one of the reasons why the state-owned car group has not developed a new energy vehicle in recent years, the source said.

The relevant mechanism may change, the "plan" requires the establishment of a unified leadership, planning reasonable, coordinated and efficient, optimized configuration, the goal of integrated electric Vehicle Technology development special organization and management system.

The Ministry of Science and Technology plans to optimize the organizational structure of the New Energy Vehicle Project Management organization and establish a special management organization composed of leadership, management and technology. Among them, the leadership is composed by the inter-ministerial Joint Meeting and the Expert Advisory Committee, the management is constituted by the Special office, intellectual property, finance and supervision group, and the technical layer is composed of the key specialized chief experts, the major project Collectivity group, the project master and the subject person.

Project management is still responsible for the High-tech Research and Development Center of the Ministry of Science and Technology, and from a number of centers to deploy the corresponding personnel to form a new energy vehicle pilot Special management team. Try to establish the Project manager system, responsible for the implementation of the special pilot work. The center will strengthen the supervision of special management, establish the prevention and control mechanism of the risk of integrity, strengthen the design of the internal system, and will gradually establish a modern management system such as Board of Directors and Board of Supervisors to realize the transformation to the specialized project management organization.

"The former Technology support project is not very transparent, the whole new Energy vehicle financing support is also weakest, the proportion of investment is small." In fact, the industry chain support is very important, such as power batteries, small scale, low technology, production line backward and so on, the market is very difficult to upgrade in the short term, will restrict the entire industry development. "A new energy vehicle researcher at a car company in Guangzhou said.

The Shenzhen government put forward, encourage and support enterprises to increase investment in technology research and development, build a research and development, design, test certification, vehicle and key components, product experience, talent training and living supporting the national New energy vehicle industry base.