New energy vehicles welcome the best layout opportunities

At the State Council Executive Meeting on the 12th, the energy conservation and environmental protection industry was once again given top priority and became the “vanguard” of stimulating domestic demand and promoting economic transformation and upgrading. The meeting proposed five specific measures to promote energy conservation, environmental protection and consumption of recycled products. By 2015, the market share of high-efficiency energy-saving products will be increased to more than 50%.

In the specific requirements put forward at the meeting, the promotion of energy conservation and environmental protection and the consumption of recycled products were placed first. The meeting proposed that government official vehicles and buses should take the lead in promoting the use of new energy vehicles and improve their facilities. By 2015, the market share of energy-efficient products will increase to more than 50%.

The energy conservation subsidy policy is brewing and adjustment, and the policy environment is optimistic about pure electricity + mixed bus and mixed passenger car. Public buses are suitable for pure electric and hybrid applications. Due to the nature of public services and the main source of urban particulate matter, it is expected that the current strong subsidies will be maintained and additional investment will be needed in the supporting sectors. The industrial policy before passenger vehicles is more purely electric, trying to achieve a curve overtaking. However, the characteristics of passenger vehicles determine that mixing is a more mature and more applicable technology. If the new policy is based on fuel saving Standards will increase the support for hybrids.

New energy vehicles will change the automotive industry and will also have a huge boost in power batteries, motors and electronic control systems. It is expected that the global new energy vehicle penetration rate will reach 24.5% in 2020, among which electric vehicles (including pure electric and plug-in hybrids) will reach 10%, and hybrid cars will reach 10.9%. Parts and components are mainly driven by batteries, motors and power electronics. Among them, the power battery is the most elastic, the penetration rate of electric vehicles is increased by 1%, and the demand for power batteries is about 50 billion yuan.