In the recent “two sessions†of the national “two sessionsâ€, the discussion on the topic of new energy vehicles also helped the capital market to continue to pursue the new energy sector.
Yesterday (March 5), billion-latitude lithium energy, Shanghai Putian, power source, and other new energy vehicles related stocks rose strongly; Wanxiang Qianchao, Jinrui Technology, BYD, Dayang Electromechanical, Zhonghe shares and other good performance The concept stocks have been in the forefront of the market since February.
At the "two sessions" this year, members of the National Committee of the Chinese People's Political Consultative Conference, professors of the Department of Automotive Engineering of Tsinghua University, and the head of the National 863 "Energy Conservation and New Energy Vehicles" major special group, Ouyang Minggao, specifically proposed the industry competition mechanism for new energy vehicles, and the national policy was appropriately lowered. The entry barrier for new energy vehicles requires more companies to compete in order to cultivate more competitive industries.
In addition, some representatives have proposed the development status of new energy vehicles. They should still encourage energy-saving vehicles and encourage the promotion of energy-saving vehicles such as hybrid vehicles or low-speed short-range electric vehicles. At the same time, the construction of new energy vehicle facilities has become this year. Discussion topic of "two sessions".
From the market point of view, the private market has opened the channel. Among them, the number of electric vehicles in the first round of Beijing has exceeded 1,400. The first batch of users have begun to purchase electric vehicles. Shanghai and other cities have gradually announced new energy vehicle development policies. New energy vehicles such as BYD and JAC have been awarded. Admission.
Industry insiders predict that this year's "two sessions" will focus on the development of the new energy automobile industry, or lay a policy foundation for the new energy vehicles to enter commercial operation.
Focus on new energy diversification path
"This year, we mainly focus on the field of new energy vehicles. We hope that the industry will pay attention to the promotion and application of conventional hybrid buses and continue to expand the scope of promotion of new energy buses," said Yutong Bus.
In the past two years, the proposal submitted by Tang Yuxiang, the representative of the National People's Congress and chairman of Zhengzhou Yutong Bus Co., Ltd., has been related to new energy vehicles. Last year, his proposal was "Proposal to Accelerate the Popularization of Conventional Hybrid Buses and Increase the Scale of Pure Electric Drive Buses". It is understood that this year, Tang Yuxiang will submit proposals including encouraging the development of hybrid buses.
In addition, models including low-speed electric vehicles have also received attention from delegates. Cai Jiming, a deputy to the National People's Congress and a professor at Tsinghua University, suggested that the development of electric vehicles should take the path of “low cost, separation of vehicles and electricity, and high cost performanceâ€, and research and development should be carried out according to the needs of the public.
Zhang Tianren, deputy of the National People's Congress and chairman of Tianneng Group, believes that lead-acid batteries assembled in low-speed short-range electric vehicles are cheap and cost-effective, and “have huge market demand among low- and middle-income peopleâ€.
It is reported that many provinces and cities in China are currently producing and selling low-speed electric vehicles. However, since low-speed electric vehicles are not currently qualified for automobile production by relevant state departments, they are all in a state of “no household registrationâ€, not only registration, insurance, and operation. There is no basis for it, and it cannot be included in the vehicle management system.
In December last year, Ye Shengji, deputy secretary-general of the China Association of Automobile Manufacturers, said that the country is studying and formulating relevant policies to promote the development of micro-electric vehicles to quasi-electric vehicles. In the future, the country will raise the safety standards for micro-electric vehicles to ensure compliance with environmental protection requirements. Improve the battery performance of miniature electric vehicles.
Automotive analyst Zhang Zhiyong said that although it has not been included in the scope of national policy licensing, the market potential of low-speed electric vehicles is huge. He believes that the expansion of the micro-electric vehicle market will bring about a reduction in battery costs, and the reduction in battery costs will enable the industry to leap.
Rapid infrastructure advancement to break the bottleneck
A few days ago, the "Beijing Demonstration Application New Energy Passenger Car Manufacturers and Product Catalogue" was released, and Beiqi, BYD and other car companies were all selected for the corresponding models. At the same time, the construction of new energy vehicle charging piles is also accelerating. According to reports, Beijing will build a large-scale new energy vehicle charging pile for the first time this year. It will complete the construction of 1,000 public fast-filled piles during the year, covering the central city and the suburbs. Beijing will also build a charging circle with a service radius of 5 kilometers in the central city, and gradually build a network service system for charging facilities in the public sector.
In addition to Beijing, Tianjin also plans to build 66 charging and replacement stations in key areas, build about 6,700 charging piles or charging interfaces in the city, and use existing charging and replacing facilities to basically realize urban convenience and networking. . In 2015, Tianjin is preparing to push 12,000 new energy vehicles into operation.
At the same time, recent media reports said that Shanghai is expected to introduce a policy in the second quarter of this year to promote the charging of standard piles in new residential areas. Some brokerages estimate that the construction of a large number of charging piles may bring tens of billions of investment opportunities.
At this year's "two sessions", the National People's Congress representative, Anhui Jianghuai Automobile Group Chairman An Jin also proposed that the current problems in the promotion of new energy vehicles, especially electric vehicles, are mainly due to the lack of charging facilities, causing consumers' car buying concerns. In this regard, he suggested that the construction of electric vehicle charging facilities should be upgraded to the national infrastructure construction, that is, in the construction of the community, the renovation of old areas and road planning, a certain proportion of charging piles will be mandatory.
Regarding the proposal to promote the construction of charging infrastructure, a joint reaction has also taken shape in the capital market, and Shanghai Putian, Power Source and other stocks with charging piles as their main business have shown growth.
The industry believes that Beijing, Tianjin and Shanghai directly take the lead in large-scale construction and construction of charging piles, which will form a good demonstration effect on other cities and accelerate the improvement of new energy vehicle infrastructure; from the promotion of local governments, the new energy vehicle policy The impact will continue to be exerted, and the investment hotspots of the new energy automobile industry chain will continue throughout the year.
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