As technology advances, policy support and corporate investment increase, leap-forward development for China’s new energy automotive industry ushered in the last two years. However, with the development of new energy automotive industry to speed up, charging pile a limited number of bottleneck gradually revealed, and it also constitutes a potential investment opportunities in the capital markets. Analysts pointed out that China’s development of new energy vehicles, mainly pure electric industry policy path is increasingly clear, this means that the charging pile follow-up will inevitably usher in construction, and give the related listed companies bring significant investment opportunities.
Next year in shenyang, pure electric vehicles will amount to 5000 vehicles equipped with 11 charging pile
In shenyang now can buy electric cars, and be able to do on license plate, car insurance, procedure is the same as ordinary fuel cars.
Northeast to the future, shenyang will make new energy vehicle research and development, production, application test base. Plan to 2015, shenyang electric cars will reach 5000 units, and in the parking lot, public transport hub, equipped with 5000 charging piles.
Shenyang next year will be equipped with 5000 charging piles
Yesterday’s eighth “car free day” in shenyang, in order to “zero emissions” green car introduced to citizens, shenyang outdoor plaza is built appoint in liaoning grand theatre held the electric car test drive.
Shenyang, division of division Wang Chunzhen introduces, in February, the national ministry of finance, ministry of science and technology, ministry of industry and the national development and reform commission has approved the application new energy vehicles pilot implementation plan in shenyang. At present, shenyang is to organize the formulation of new energy automobile application plan of action, to develop new energy vehicle technology and industrial policy support, the implementation of the new energy car purchase subsidy policy, to shenyang in northeast China new energy automobile research and development, production and application base. Next year, shenyang, pure electric car ownership will reach 5000 units, make full use of the existing public parking lots, gas (gas) stations and bus transfer station parking resources, building a batch charging infrastructure, in accordance with the plan, the shenyang charging pile construction scale will reach every electric cars equipped with at least one charging pile, next year in shenyang for electric car battery charging pile will reach more than 5000.
Electric car hundred kilometers fees for using block 110 only
Look from the price, electric cars more expensive than a regular car, with the brilliance of production in shenyang traffic police patrol used in a pure electric vehicle as an example, a car price is in 498000 yuan, more expensive than gasoline car with nearly 200000 yuan. In addition to the energy supply, some follow-up questions, such as breakdown maintenance, from the point of view of energy consumption and vehicle maintenance, use gasoline and use trolley which cheaper?
Electric car dealer said, the car to charge a total capacity of 19 KWH calculation: electric cars, electric charge need 19 degrees, the 19 KWH can run 160 kilometers, the car every one hundred kilometers utilization about 12 degrees, calculated according to 0.5 yuan per kilowatt-hour, need $6. Ordinary household car calculated according to hundred kilometers fuel consumption 8 litres, 93 # gasoline 7.4 liters, hundreds of kilometres will cost 59.2 yuan.
In addition, the ordinary oil cars need maintenance at least twice a year, 4 s shop and maintenance every 600 yuan to 1000 yuan, while electric cars do not need to maintain the cost.
Tesla 200 charging piles will be built in chongqing
In the first half of the new energy vehicles intensive positive policy, keen smell the car companies flock of this signal. According to the chongqing foreign economy &trade committee, from the United States electric car giant tesla officially settled in chongqing, the future will be built in the urban area of about 200 charging piles. The personage inside course of study thinks, the electric car market consumption and need long time for acceptance of cultivation, and is positioned “luxury” tesla Midwestern cities have in hand, or intended to expand the brand influence, paves the way for the next launch the observation models.
The electric car giant tesla to set up shop in chongqing
The news yesterday, chongqing foreign economy &trade committee, tesla motors, a big American electric car formally set up wholly owned company in chongqing – extension speed automobile sales and service (chongqing) co., LTD. The company is located in the north new district, the main positioning tesla brand cars, spare parts, accessories and its speed, tesla mark items as one of the service center.
“Tesla to produce pure electric vehicles, which is in the leading position in the industry.” Chongqing foreign economy &trade committee relevant controller introduces, tesla motors is the world’s first use of lithium ion battery electric vehicle company, launched its first all-electric Roadster Roadster, is all the rage. In the heart of a lot of fans, its appearance is cool, intelligent elements.
But because the cause of the National Day holiday, about the detail such as the construction planning, the opening time of service center, as of the time so far, has not been responsible for a particular project reply. A person who was involved in investment promotion, however, told reporters that the project will soon enter the substantive stage, “the early each other a few times to visit chongqing, all show a strong will, hope to promote the project in chongqing as soon as possible.” It is reported that, after tesla into chongqing will also be built in the center of the chongqing heaven and earth and wealth two charging pile, and then will be built in the urban area of about 200 charging piles.
New energy vehicles crossing development charging pile into constraints
Since 2013, new energy vehicles into the era of industrialization in our country. Since this year, China’s new energy automobile sales a significant growth, according to related statistics, as of the first half of this year, new energy vehicles accumulative total sales of around 60000. New energy car sales significantly higher the strong support and policy are inseparable.
On September 16, the ministry of communications issued by the ministry of transport on new energy vehicles to speed up the popularization and application of the implementation opinions (draft) “, points out that in 2020, the application of new energy vehicles in the transportation industry begun to take shape, total 300000 vehicles a year. Wide open green light, the ministry of communications in three areas of city buses, taxis and city logistics distribution vehicle operator prior to award of new energy vehicles. To this, the people’s livelihood securities research report, take positive policy measures to support the development of electric vehicles, will be conducive to reduce the cost of the electric car use in encouraging consumers to buy the use of electric cars, and promote the electric car play a positive role in popularization and application. New energy automobile policy with dense, including new energy vehicles purchase tax relief, new energy bus procurement plan and “about to speed up the” instructional advice on the popularization and application of the new energy vehicles, etc., will make the new energy vehicles industrialization continue to speed up the pace.
New energy vehicles development support policy has been issued. Introduced on September 24th, for example, taiyuan taiyuan, the new energy automobile application implementation plan “, buy a pure electric passenger cars can enjoy subsidies of 80000 yuan. Plan specific content is: to promote new energy vehicles, the level of state subsidies, into the central fiscal subsidies range of pure electric vehicles, plug-in hybrid electric vehicle and fuel cell vehicles, its state subsidies standards on the basis of new energy vehicles and similar difference to determine the basis of conventional cars. Buy pure electric passenger car subsidy funds is 60000 yuan, highest plug-in hybrid passenger car maximum subsidies of 35000 yuan. Taiyuan city on the basis of national and provincial subsidies, buy pure electric passenger cars to the fixed standard “subsidies, subsidies per 20000 yuan; Fuel car for pure electric vehicles, and then the reward 3000 yuan. Electric cars, electricity price, the relevant departments will develop civil pure electric vehicle in electricity pricing policy and service mechanism, ensure that electric cars using fuel (gas) or below cost significantly below car use cost. Taiyuan city price bureau will regularly publish new energy vehicle in electrical service guide, price and develop new energy vehicles check-up and related preferential policies. Berth car incentives, pure electric vehicles in the public parking lot parking emergency relief, parking road parking garages free within 2 hours; New energy vehicles license plate to determine special them roughly, in set up the department of motor vehicles license plates green channel; Encourage auto financing companies issuing financial bonds, to carry out the securitization of credit assets, increase its support for individuals to buy new energy vehicles source of funds.
However, in the new energy automobile electric gradually when there are signs of a brisk trade, new energy vehicles industry development bottleneck also gradually exposed, that is a serious shortage of charging pile number. According to media reports, although the new energy vehicles in the first half of this year accumulative total sales of around 60000, but as its basic facilities, built in the first half of the total charging pile is only around 25000. According to the recently issued government agencies and public institutions to purchase new energy vehicles plan “regulation, the charging interface and new energy vehicles quantity percentage not less than 1:1. By the standards, the current charging pile number already cannot satisfy the needs of new energy vehicles.
Policies to speed up charging pile bottleneck is expected to explode
Similar to the development of new energy automotive industry, charging pile industry’s development is inseparable from the policy support. It is important to note that since this year, charging pile last policy introduced intensive industry, analysts believe that charging pile large-scale construction to create a good environment and favorable opportunity.
In late July 2014, the national development and reform commission issued the relevant issues about the electric car electricity price policy notice, determine the power for electric car charger for electric facilities implement supportive price policies. Clearly, in the “notice” households, charging infrastructure such as electricity execution of residential electricity in residential district; Operating centralized charge in electric facilities, carry out the industrial electricity price, electricity at the same time, 2020 years ago from basic electricity; Filling in electricity power facilities perform policy tou price; Around through fiscal subsidies, free of charge transfer in electrical installations construction sites, actively to reduce operating costs, establishing reasonable charge in electricity fees, strengthen the competitive power of the electric car. Purging electric facilities network reconstruction cost into the power grid enterprise distribution electricity price, no longer answer the net charge, reduce the financial burden on the electric car users. To this, China securities research report pointed out that the policy issued to charging pile industry development. “About electric cars, electricity price policy announcement concerning the problem of the distribution, through the implementation of supportive electricity price policy, to reduce the electric power cost, ensure filling in electrical facility operator profit space, help to promote the construction of charging network speed and the electric car industry development.
At the end of may, 2014, state grid corporation announced that open to the social capital of distributed power grid project and electric vehicle in electric facilities two markets. The concrete content includes: if there is a fixed parking, residential property agrees, self-built charging pile for new energy vehicles in the parking charge, enjoy five hair moneys residential electricity for a time. Changjiang securities research report points out, this is the positive significance of the market opening two: first, in recent years, filling in electricity infrastructure projects below expectations, it is lack of electric car ownership, but also due to sell electricity grid monopoly, outside the network main body construction. Let go of the market, in addition to will speed up the construction of filling in electric network effectively, bring the equipment needs to ascend, will also promote the electric car sales. Second, before filling in electric equipment tendering by its organization, enterprises outside the network to participate in. After the release, network equipment merchant sales channels, to develop the market promotion.
Analysts pointed out that, along with a series of policies introduced intensively, charging pile are expected to replicate the development of new energy vehicles industry development path, and gradually entered the industrialization stage of development. According to huatai securities statistics, 2012 charging piles industry in China by the end of the size of the market is only 1 billion yuan, the market surplus reached 7 billion yuan – 10 billion yuan, charging pile industry scale is likely over the next two years to the trend of development of blowout, in the industry leading enterprises have the opportunity to take the lead in bigger and stronger.
It is understood that since 2013, new energy vehicles into the era of industrialization in our country. Since this year, China’s new energy automobile sales a significant growth, according to related statistics, as of the first half of this year, new energy vehicles accumulative total sales of around 60000. New energy car sales significantly higher the strong support and policy are inseparable.
In electric signs of new energy vehicles have a brisk trade gradually, the bottleneck of development of new energy automotive industry also gradually exposed, that is a serious shortage of charging pile number. It is understood that although the new energy vehicles in the first half of this year accumulative total sales of around 60000, but as its basic facilities, built in the first half of the total charging pile is only around 25000. According to the recently issued government agencies and public institutions to purchase new energy vehicles plan “regulation, the charging interface and new energy vehicles quantity percentage not less than 1:1. By the standards, the current charging pile number already cannot satisfy the needs of new energy vehicles.
In late July 2014, the national development and reform commission issued the relevant issues about the electric car electricity price policy notice, determine the power for electric car charger for electric facilities implement supportive price policies. To this, China securities research report pointed out that the policy issued to charging pile industry development. “About electric cars, electricity price policy announcement concerning the problem of the distribution, through the implementation of supportive electricity price policy, to reduce the electric power cost, ensure filling in electrical facility operator profit space, help to promote the construction of charging network speed and the electric car industry development.
At the end of may, 2014, state grid corporation announced that open to the social capital of distributed power grid project and electric vehicle in electric facilities two markets. The concrete content includes: if there is a fixed parking, residential property agrees, self-built charging pile for new energy vehicles in the parking charge, enjoy five hair moneys residential electricity for a time.
Analysts pointed out that, along with a series of policies introduced intensively, charging pile are expected to replicate the development of new energy vehicles industry development path, and gradually entered the industrialization stage of development. According to statistics, 2012 by the end of the charging pile industry in our country the size of the market is only 1 billion yuan, the market surplus is worth 7 billion yuan to 10 billion yuan, charging pile industry scale is likely over the next two years in development of the nature of the blowout.
As the new energy automotive industry for mount. Charging device of surging demand, charging pile in the use of LCD screen, also bring new growth point of rare earth industry.
At present, new energy vehicles “line” is the range of the biggest problems, unable to meet the needs of consumers long drive, and charging pile can alleviate this problem. With reference to our country existing gas station number up to 100000 above, charging pile market demand will be increased significantly, first announced in Beijing will be built 1000 charging piles, the future will be in the city center to build the service radius of an average of 5 km circle of charging, promote new energy vehicles. Then, Shanghai, tianjin, hefei and other cities also announced that it would gradually introduced charging pile construction plan. Tianjin plans to build 6700 charging piles or charging interface, the new 66 filling in power station. Hefei is trying new village “standard” charging pile, Shanghai will also be introduced in the second quarter related policy documents. With basic charging pile in a 5.7 -inch LCD screen, for example, the next 10 years, our country demand of charging pile in 5 million ~ 5 million, need at least 28.5 million inch LCD screen. LCD screen polishing materials of lanthanum, cerium, making substantial demand for indium and other rare earth elements of the screen. The new growth point of the dosage of rare earth will gradually emerge.
Charging pile, large-scale construction of rare earth permanent magnet
According to the report, in Beijing this year will be the first large-scale construction of new energy car battery pile, the city has completed 100 public quick charge site location, will start construction recently, 2014 years to will achieve 1000 public fast filling pile construction layout.
Industry analysts online Wu Chen fai said that the rapid increase of charging pile layout is the incremental form a complete set of pure electric vehicles, also means that the rare earth permanent magnet is used for the application of new energy vehicles will increase. New energy vehicles drive motor core parts, you need to use the ndfeb magnets to achieve the best performance. Hybrid cars and the further application and popularization of electric vehicles, will promote the sustainable development of ndfeb industry.
It is understood that each hybrid electric vehicle (HEV) than traditional car to use 5 kg of ndfeb; Pure electric vehicles (EV), rare earth permanent magnet motor to replace traditional generator to use 5-10 kg more ndfeb. According to the state council issued the “energy-saving and new energy vehicles industry development planning”, according to a 2015, pure electric vehicles and plug-in hybrid cars off sales to 500000 vehicles; By 2020, the pure electric vehicles and plug-in hybrid electric vehicle production capacity of 2 million vehicles, the cumulative volume has more than 5 million vehicles.