Focus on new energy vehicles for a week to look at the industry trend

In the blink of an eye, the Xiaobian will share with you the hot spots of the new energy car circle on time! In the end of March, the new energy vehicle production qualification has a new movement, Henan Sudar successfully won the 12th new energy vehicle "birth certificate"; another big hot spot is Tencent's acquisition of Tesla 15% for 1.8 billion US dollars The equity has become the 5th largest shareholder. In addition, regarding the 2016 new energy vehicle subsidy liquidation plan, the four ministries and commissions have issued notices recently; in addition, in order to actively promote the development of new energy industry in Shenzhen, the Shenzhen Development and Reform Commission issued the first batch of support for the development of new energy industry in Shenzhen in 2017. Plans and more industry news

Hot spots this week:

Xiangtan County electric car street spontaneous combustion without casualties

Recently, an electric car spontaneously ignited on Fenghuang Road, Yisuhe Town, Xiangtan County, Hunan Province. After receiving the alarm from the owner, the county fire brigade quickly rushed to the scene to extinguish the fire. Fortunately, the personnel in the vehicle were evacuated in time, causing no casualties.

According to the owner of the car, Mr. Chen introduced that he drove the car from Phoenix Central Road to Baishi Square. The vehicle suddenly failed. After detecting the abnormality, Mr. Chen immediately got off the bus and called the car sales company.

It is reported that the car was purchased by Mr. Chen for nearly 40,000 yuan a year ago, during which the vehicle never experienced a major failure. At present, the cause of the car's spontaneous combustion is still under investigation.

$1.8 billion acquisition of Tesla's 5% stake Tencent becomes the 5th largest shareholder

According to foreign media reports, Tesla submitted to the Securities and Exchange Commission (SEC) Schedule 13G documents, Tencent acquired a 5% stake in Tesla in March this year.

新能源车一周热点:行业变幻莫测 喜或忧?

The document shows that on March 17 this year, Tencent acquired 816.75 million shares of Tesla in the open market through its subsidiary Huang River Investment Limited for US$1.778 billion, accounting for 5% of the shares.

Today, Tencent is now the fifth largest shareholder of Tesla. The top four shareholders are: Elon Musk, holding approximately 21%; Fidelity Investments, holding 14%; Baillie Gifford, 8.2%; T. Rowe Price, holding 7.3%.

The Volkswagen & Jianghuai joint venture project was officially approved

Recently, the official website of the Administrative Service Center of the People's Government of Anhui Province has indicated that it has approved the joint production of pure electric vehicles through Volkswagen and Jianghuai.

It is understood that Volkswagen and Jianghuai Automobile have signed a memorandum of cooperation in 2016. The two companies will form a new energy joint venture, focusing on product development, production and sales of new energy vehicles. Recently, the joint venture project between Volkswagen and Jianghuai was officially approved by the Anhui Provincial People's Government. At this point, Jianghuai Volkswagen will be the third joint venture of Volkswagen.

In the new energy vehicle planning, the Volkswagen Group's future in China plan has eight new energy car model, including those based on MQB platform e-Golf and the new Tiguan L PHEV; based on the MLB platform of the Audi A6L e-tron and mass Hui Ang GTE The Volkswagen ID production model based on the new MEB platform and the Audi e-tron quattro production model; and the two new energy models of the Volkswagen Group and the Jianghuai Automobile Group.

Jianghuai Volkswagen plans to launch the first pure electric passenger car in 2018. The new car will be a pure electric SUV, and the company's future main direction is economical pure electric passenger car, which will launch more price competition around this target market. Economical pure electric vehicle.

Uber's latest car accident caused by the yellow light

On the evening of March 24, a self-driving car accident occurred in Tempe, Arizona, with the main character Uber. Although this is not the first time a car accident in Uber's self-driving car, it may be the most serious car accident in which autopilots "participated" since Tesla's autopilot car accident last year.

On Wednesday, the Tempe City Police Department issued an investigation report that restored the entire accident: the Uber Volvo SUV equipped with driverless technology drove south on a street with a speed limit of 40 miles per hour. Sitting in the two Uber test drivers, there are no passengers in the back. The traffic light turns yellow when the vehicle enters an intersection. A green Honda car came from the other side of the road and tried to turn left when it saw the yellow light. It crashed into a Uber self-driving car.

In a report to the police, Patrick Murphy, a test driver on Uber's self-driving car, wrote that the Volvo SUV had a speed of 38 miles per hour, which was lower than the speed limit of the incident street. Murphy said Uber's self-driving car is entering a crossroad when the traffic light turns yellow. Then he saw the Honda car turn left. "But because there is a blind spot on the road, I have no time to react." The Honda crashed into the Uber self-driving car, pushing it toward the streetlight pole and causing a rollover.

Industry News:

Four ministries and commissions announced the 2016 new energy vehicle subsidy liquidation work notice

On March 27, it was learned that the four ministries and commissions had recently issued the “Regulations on the 2016 New Energy Vehicle Subsidy Funds” to the provincial and municipal finance departments (bureaus), the Ministry of Industry and Information Technology, the Science and Technology Department (the Bureau, the Committee) and the Development and Reform Commission. Notice of Work (hereinafter referred to as "Notice"). The notice requires that the leading departments of new energy vehicles promotion in all provinces, municipalities, autonomous regions, municipalities directly under the Central Government, and cities with separate plans should submit the central financial subsidies to the local automobile production enterprises in 2016 (January 1, 2016-December 31, 2016). Fund clearing report and product sales and operation.

It is worth noting that the notice requires that “new energy vehicles purchased by non-individual users apply for subsidies, and the accumulated mileage must reach 30,000 kilometers (except for special-purpose vehicles). New energy vehicles that are not yet up to standard should be up to standard. After applying for subsidies, the subsidy standards and technical requirements shall be implemented in accordance with the annual license.

In addition, the notice requires that the provincial new energy vehicle promotion lead department and other relevant departments will report the application materials to the Equipment Industry Division and the Ministry of Industry and Information Technology before April 30, 2017 after the financial review data review and key spot checks. The Department of Economic Construction shall send a copy to other departments at the same level. If the content is not reported or submitted within the time limit, the liquidation will be postponed.

Top 10 electric vehicle sales in Europe in February: Renault Zoe topped the list

According to reports, Europe's electric vehicle sales in February reached 16,514 units, an increase of 20% compared with the same period in 2016. The cumulative sales in the first two months increased by 38%.

In February, Renault Zoe ranked first in sales of various models. The series increased by 74% in February and sold 2,828 units. In addition, its sales in France and Norway have surged, and it has also sold 431 units in Germany. BMW i3, Nissan Leaf ranked second and third. In February, BMW i3 sales in Europe increased by 85% year-on-year, with a total of 1,455 units sold. However, with the introduction of the 33 kWh battery, the sales of the pure electric version accounted for 78% of the total sales. Nissan Leaf sold a total of 1,327 units in Europe in February, a year-on-year increase of 5%. The fourth is the Mitsubishi Outlander plug-in hybrid version, which sold its fourth-place sales in February, with 1,130 units sold in February and the best-selling plug-in hybrid in February. Volkswagen Passat GTE ranked fifth, it is reported that this medium-sized electric car has repeatedly squeezed into the top five list, which sold a total of 1,070 vehicles in February.

The 12th new energy vehicle production qualification is spent in Henan

On March 31, the OFweek New Energy Vehicle Network Xiaobian was informed by the official website of the National Development and Reform Commission that Henan Speeda Electric Vehicle Technology Co., Ltd. was approved for an annual output of 100,000 electric vehicles.

新能源车一周热点:行业变幻莫测 喜或忧?

This is after Beijing New Energy Automobile, Changjiang Automobile, Great Wall Huaguan, Chery New Energy, Jiangsu Min'an, Wanxiang Group, Jiangling Group, Chongqing Jinkang New Energy, Guoneng New Energy, Yundu Automobile, and Zhidou. The 12th company that successfully obtained the qualification of new energy vehicle production.

Market capital:

Throwing 4.694 billion! Guangzhou Automobile Group's new annual expansion project of 200,000 new energy vehicles

On March 27th, the board of directors of Guangzhou Automobile Group announced that the subsidiary's Guangzhou Automobile passenger car had an annual increase of 200,000 new energy vehicle expansion projects, and the total investment of the project was 4.694 billion yuan. The announcement said that through the implementation of the new energy vehicle expansion project, it can significantly improve the construction capacity of GAC's new energy vehicles, improve the structure of its own brand products, and enhance the comprehensive competitiveness of its own brands. The development of independent brands and the operating performance of GAC Group will start. To promote.

In addition, it was learned from the announcement that as of December 31, 2015, the total assets of the Guangzhou Automobile Passenger Vehicle were RMB 12,720.2 million, the net assets were RMB 4,332,220,000, the operating income was RMB 16,678,644, and the net profit was RMB 626.81 million. As of December 31, 2016, the unaudited total assets were RMB 20,81.37 million, the net assets were RMB 8.3359 billion, the operating income was RMB 328.57 million, and the net profit was RMB 304.309 million.

BYD's new energy vehicle business revenue in 2016 exceeded 34.6 billion

BYD disclosed its 2016 annual report on the evening of 28th. The company achieved operating income of 103.47 billion yuan in 2016, a year-on-year increase of 29.32%; net profit attributable to shareholders of listed companies was about 5.052 billion yuan, an increase of 78.94%; basic earnings per share was 1.88 yuan / Stocks; weighted average return on equity is 12.91%; the company intends to distribute a cash dividend of 1.78 yuan (including tax) for every 10 shares of all shareholders.

In addition, the annual report shows that BYD's new energy vehicle sales increased by 69.85% year-on-year to 96,000 units, and its sales volume ranked first in the world. Among them, the sales volume of new energy passenger vehicles was nearly 86,000, with a growth rate of 65.41%, once again leading the new energy passenger vehicle market. The sales of pure electric buses exceeded 10,000 units, an increase of 120.68% year-on-year, and the market share increased significantly. According to data released by the media, BYD's new energy vehicle market share in 2016 has reached 13%, and its market share in China has reached 23%.

Hon Hai Group throws 1 billion investment CATL

Hon Hai Group recently announced that Futaihua, a subsidiary of the company, has a stake of more than RMB 1 billion in the Ningde Era New Energy Technology (CATL), which is approximately 7,766,500 shares, with a shareholding ratio of approximately 1.19%. At the same time, Hon Hai Group stated that this is a long-term investment project.

According to relevant industry sources, the Ningde era 2017 market strategy is actually giving up customers! This year, it will implement a very different treatment for car companies: the price of power batteries obtained by vehicle manufacturers from the Ningde era is different. For example, if it gives Beiqi Foton's non-fast-charged lithium iron phosphate battery, the price after the pack is 1.7 yuan / wh or even lower, and the quote for Hengtong bus, it may be 2 yuan / wh, so count, 1000wh also It is the price of one-time electricity that has a difference of three hundred yuan or more! Under high prices, some customers will naturally be lost.

Industrial policy:

From April 10th, Beijing tail number limit line rotation   Pure electric cars are not restricted

The Beijing Municipal Government recently issued a notice to decide to continue to implement regional traffic control measures during the peak hours of the working day from April 10, 2017 to April 8, 2018. The restrictions include: the central state organs in the administrative area of ​​this Municipality, the party and government organs at all levels of the city, the official vehicles of the central and local social organizations, institutions, and state-owned enterprises that stop driving for one day per week according to the license plate number ( 0:00 to 24:00), the scope is the road within the administrative area of ​​the city.

According to the "Road Traffic Safety Law of the People's Republic of China" and the "Regulations on the Prevention and Control of Air Pollution in Beijing", in addition to the motor vehicles within the above-mentioned range, other motor vehicles in this Municipality shall implement traffic control measures in the region during the peak hours of the working day of the license plate. The limit time is from 7:00 to 20:00, and the range is within the five-ring road (excluding the Fifth Ring Road).

The limited number of motor vehicle license plates (including temporary number plates) are divided into five groups, and the limit days are rotated every 13 weeks. The traffic management of motor vehicles entering Beijing by other provinces and municipalities shall be implemented in accordance with the relevant provisions of the Beijing Municipal Traffic Commission, the Beijing Municipal Environmental Protection Bureau, and the Public Security Traffic Management Bureau of the Beijing Public Security Bureau. Police cars, fire engines, ambulances, engineering rescue vehicles, public electric vehicles, inter-provincial long-distance passenger vehicles and large passenger cars, Beijing B section number taxis (excluding rental vehicles), pure electric passenger cars (with rechargeable batteries) Motor vehicles, such as the only power source, a small passenger car driven by an electric motor, are not limited by the tail number limit.

Lithium-ion battery factory specification release: new requirements for production capacity

On March 20, according to the requirements of the Ministry of Housing and Urban-Rural Development, “Notice on Printing and Formulating the 2016 Standards for Engineering Construction Standards and Revisions” (Jianbiao [2015] No. 274), the Electronic Industry Standardization Institute and the China Electronic Engineering Design Institute Leading the drafting of the national standard "Lithium-Ion Battery Factory Design Specification (Draft for Comment)" (see attachment), on the site selection, planning, building structure, technology, heating and ventilation, air purification, water supply and drainage, etc. Detailed regulations were made.

The specification requires lithium battery enterprises to have a certain economic scale: the annual production capacity of the battery is not less than 100 million watt-hours; the annual production capacity of the cathode material is not less than 2,000 tons; the annual production capacity of the anode material is not less than 2,000 tons; the annual production capacity of the separator is not lower than 20 million square meters; the annual production capacity of electrolyte is not less than 2000 tons; the annual production capacity of electrolyte is not less than 500 tons. When the enterprise declares, the actual output in the previous year is not less than 50% of the production capacity.

Shenzhen New Energy Industry Development 2017 First Supporting Plan

In order to actively promote the development of new energy industry in Shenzhen, the Shenzhen Development and Reform Commission recently issued the Notice on Organizing the Implementation of the First Supporting Plan for the Special Fund for the Development of New Energy Industry in Shenzhen in 2017. According to the notice, it will focus on eight major areas such as smart grid, solar energy , nuclear energy, wind energy, biomass energy, energy storage power station, new energy vehicle , and shale gas. Among them, in the field of new energy vehicles, we will focus on the development of hybrid vehicles , pure electric vehicles, power batteries and key components. It should be noted that the deadline for online application is 18 o'clock on April 13.

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