Comments on the 10th batch of promotion catalogue

2022-08-19
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Comments on the 10th batch of promotion catalogue of electrical equipment in 2018: the endurance mileage continues to improve, and the position advantage of pure electric is still

Event:

on September 30, 2018, the Ministry of industry and information technology released the catalogue of new energy vehicle promotion and application models (the 10th batch in 2018), including 212 models in total from 104 enterprises, which is reduced compared with 288 models in the previous batch (the ninth batch)

the proportion of special vehicles in the catalogue has increased, and pure electric vehicles still maintain a dominant position: according to the classification of product types, the number of passenger cars, passenger cars and special vehicles in the catalogue are 31, 88 and 93 respectively, accounting for 14.62%, 41.51% and 43.87%, with a month on month change of -3.09pct, -2.59pct and 5.67pct, and the proportion of special vehicles has increased significantly. According to the classification of power types, the number of hybrid, pure electric and fuel cells in the catalogue is 6, 195 and 4 respectively Tensile test Tensile strength The maximum force was 11, accounting for 2.83%, 91.98% and 5.19%, with a month on month change of -0.29pct, -1.41pct and 1.72pct. Pure electric still maintained a dominant position

ternary and lithium iron phosphate batteries dominate the field of passenger cars and passenger cars respectively, and the special vehicle field has two markets: there are 26 passenger cars using ternary battery types in the catalogue, accounting for 83.87%, a month on month decrease of 0.44pct; There are 71 passenger cars using lithium iron phosphate battery types, accounting for 80.72%, with a month on month decrease of 6.72pct; Among special-purpose vehicles, the number of vehicles with battery types of ternary and lithium iron phosphate was 41 and 30 respectively, accounting for 44.09% and 32.26%, with a month on month change of 2.27pct and -8.65pct. Referring to the data of previous promotion catalogs, ternary and lithium iron phosphate batteries occupy a dominant position in the field of passenger cars and buses respectively, and there is a clear trend to continue to maintain their dominant position in the future. However, there is little difference between the two in the proportion of special vehicles, and they will continue to jointly dominate the field of special vehicles for a period of time in the future

the energy density of special vehicles increased significantly, and the endurance mileage of pure electric vehicles increased month on month: the average energy density of battery systems of passenger cars, passenger cars and special vehicles in the directory were 143.14wh/kg, 140.37wh/kg and 132.42wh/kg respectively, with month on month changes of -2.68wh/kg, 0.27wh/kg and 5.34wh/kg, and the energy density of special vehicles increased significantly; The average endurance mileage of pure electric vehicles in the catalogue is 338km, which has exceeded the average mileage of 300km for five consecutive times. This time, vehicles with a mileage greater than 300km account for 85.71%, up 1.62pct month on month. In the future, high endurance capacity will become the basic feature of new energy vehicles

the echelon of passenger car and special vehicle manufacturers is gradually emerging, and the competition in the passenger car market is intense, and the multi-component waste plastic and wood powder are mixed to produce plastic and wood products. Among the passenger car manufacturers, Hunan CRRC has 14 models selected, followed by Guangxi Shenlong and Zhengzhou Yutong, all of which have 7 models selected, with Cr5 of 42.05%. The market concentration is high, and the echelon of manufacturers is gradually emerging; Honeywell, a special vehicle manufacturer, has been actively carrying out R & D projects related to spectrum fiber and bulletproof materials. Among manufacturers, 10 models were selected in Hebei Chang'an, 6 models were selected in Dongfang automobile, and Cr5 was 27.96%; Among the passenger car manufacturers, Weima automobile has a total of five models selected, and Zhengzhou Nissan, Jiangxi Jiangling and Yundu new energy have two models selected, with a Cr5 of 38.71%. The passenger car market started late, and the market has not been differentiated. It is expected that the competition will become increasingly fierce in the future

risk tips: new energy policy fluctuations; Frequent safety accidents have a negative impact on car sales

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