The hottest pure electric logistics vehicle surged

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Pure electric logistics vehicles surged 10 times in January, and after February, in-depth interpretation of the pure electric animal flow vehicle market, it was a scene before the Spring Festival, and it was another scene after the Spring Festival. What you can do is to capture all kinds of policy information as much as possible, so that you can catch up with policy changes and market demand faster and more accurately

in January, the output broke the top three of qianguohong, xinlongma and Shu Chi for the first time

although in the first month of 2018, the pure electric animal flow car market made a good start; However, a document before the traditional Spring Festival has plunged this rapidly growing segment into a worrying panic in the future

according to the data of the first commercial vehicle, in January this year, the domestic pure electric special vehicle market, with pure electric logistics vehicles as the absolute main body, produced 3330 vehicles of various types, a decrease of 94% month on month compared with December last year, but a substantial increase of 964% year-on-year. This is also the first time that the output of the pure electric special vehicle market broke through 1000 in January over the years

as it is the first month of the new year, the market pattern is temporarily volatile, but it is not enough to reflect the subsequent development trend. Guohong automobile jumped to the first place. In January, 811 pure electric logistics vehicles were produced, all of which were net increases, with a share of 24.4%; Fujian xinlongma jumped to the second place with 638 vehicles and 19.2% share; Yantai shuchi and Shaanxi Tongjia rank third and fourth respectively, with production of 593 and 432 vehicles, and market share of 17.8% and 13% respectively. SAIC Maxus ev80 also performed well in January this year, producing 294 pure electric light passenger van logistics vehicles, with a market share of 8.8%. Interestingly, in the top nine rankings, except for Dongfeng Motor, other enterprises have net growth, that is, the output of last January was 0

great changes before and after the policy, accelerating structural adjustment during the transition period

in January this year, the pure electric logistics vehicle market did not suffer from the situation that the monthly output fell to hundreds of figures and a depression as in January 2016 and January 2017. The key reason is that the subsidy policy for new energy buses, which has been rumored to be implemented since January 1, was not implemented as scheduled

according to the new version released in the fourth quarter of 2017, the subsidy for new energy special vehicles in 2018 will continue to decline significantly, and the technical standards will be further improved; Moreover, all the promotion catalogs of new energy vehicle models previously released by the Ministry of industry and information technology should be pushed down. Due to the inevitable retreading of throttling losses or overflow losses, there will be no cars to sell at the beginning of the year. Everyone is busy re matching models and making announcements. However, this harsh subsidy policy, which is said to be implemented from January 1, 2018, was not introduced as scheduled, which means that the new energy special vehicle models originally in the 2017 recommended catalogue can continue to be sold and enjoy financial subsidies, and automobile enterprises still have cars to sell; Of course, more importantly, car purchase subsidies have not decreased, and there is still a buffer period

however, what many people didn't expect is that the adjusted subsidy policy for new energy vehicles was released "beyond expectation" before the Lunar New Year (most people think it will be released after the Lunar New Year), and the content involving pure electric special vehicles and logistics vehicles is particularly harsh. On February 12, the Ministry of finance, together with the Ministry of industry and information technology, the Ministry of science and technology and the national development and Reform Commission, issued the "notice on adjusting and improving the subsidy policy for the promotion and application of new energy vehicles". The overall principle of the policy is to adjust and optimize the subsidy standard for new energy passenger vehicles and reasonably reduce the subsidy standard for new energy passenger cars and new energy special vehicles. Several important contents related to special vehicles for new energy are as follows:

(1) vehicles that meet the technical conditions of adjusted subsidies in the 2017 catalogue can be directly included in the new catalogue. Relevant ministries and commissions will study and release the threshold of key technical indicators for 2019 and 2020 in advance according to the technological progress, industrial development, promotion and application scale of new energy vehicles and other factors

(2) new energy trucks and special-purpose vehicles are subsidized in the way of subsection excess accumulation based on the total storage capacity of the power battery that provides driving power. In 2018, the upper limit of the central government's single vehicle subsidy decreased from 150000 yuan in 2017 to 100000 yuan, a decrease of 33%; The three-stage subsidy standard decreased from 1500 yuan, 1200 yuan and 1000 yuan in 2017 to 850 yuan, 750 yuan and 650 yuan, with a year-on-year decrease of 43%, 37.5% and 35% respectively. The substantial decline in the amount of subsidies will bring temporary great trouble and blow to the fast-growing new energy logistics vehicle market

(3) the energy density of the loaded power battery system shall not be less than 115wh/kg; The energy consumption per unit load mass (EKG) of pure electric freight cars and special transport vehicles is not higher than 0.4wh/km · kg, which is 0 0.2 times for 4 WH/km · kg (included), and 1 times for 0.35wh/km · kg and below; The power consumption (according to the test quality) of 100 kilometers per ton of pure electric special vehicles for operation shall not exceed 8kwh

(4) there is no operating mileage requirement for the application of financial subsidies for private purchase of new energy passenger vehicles, special vehicles for operation (including sanitation vehicles), official vehicles of Party and government organs, vehicles in civil aviation airport, etc. The operating mileage requirements for other types of new energy vehicles to apply for financial subsidies are adjusted to 20000 kilometers, and the vehicle sales are licensed. "He Guoliang said that after the application, part of the subsidy funds will be allocated according to the application, and all funds will be allocated after meeting the operating mileage requirements. The subsidy standards and technical requirements will be implemented according to the year when the vehicle obtains the driving license

(5) this notice will be implemented from February 12, 2018, and the transition period is from February 12, 2018 to June 11, 2018. During the transition period, new energy passenger vehicles and new energy buses licensed will be subsidized by 0.7 times the corresponding standard in accordance with the notice of the development and Reform Commission of the Ministry of finance, the Ministry of science and technology, the Ministry of industry and information technology on adjusting the financial subsidy policy for the promotion and application of new energy vehicles (CJ [2016] No. 958), new energy trucks and special purpose vehicles will be subsidized by 0.4 times, and the subsidy standard for fuel cell vehicles will remain unchanged

in fact, that is to say, during the transition period from February 12 to June 11, 2018, passenger cars in new energy commercial vehicles can enjoy slightly higher subsidies (0.7 times) than after the formal implementation, but new energy logistics vehicles can only enjoy lower subsidies during the transition period than after the formal implementation. According to the standard of 0.4 times during the transition period, the upper limit of the central financial single vehicle subsidy for new energy logistics vehicles is only 60000 yuan, which is 40000 yuan lower than the official subsidy standard; The three-stage subsidy standards are 600 yuan, 480 yuan and 400 yuan respectively, which are 250 yuan, 270 yuan and 250 yuan lower than the 850 yuan, 750 yuan and 650 yuan standards that can be enjoyed after the implementation on June 12

it can be seen that the state has only set aside a transition period for new energy passenger vehicles and buses, and has not set aside a "transition period" for new energy special vehicle enterprises. The reason is that the first commercial red phosphorus flame retardant material is easy to oxidize and release harmful and highly toxic gases. The vehicle analysis believes that the relevant ministries and commissions hope to prevent the phenomenon of rush purchase and rush sale of vehicles in the industry at the end of last year during the transition period, inhibit the rapid development of medium and low-end models in new energy special vehicles, and encourage the accelerated development of medium and high-end products with high quality and good brand reputation

however, this also means that the market for class 1 plastic syringe motor vehicles developed and produced by Gerresheimer will undergo structural changes, and the market will fall into a period of adjustment and freezing point during the transition period. Enterprises will also seize this period of time to work with power battery suppliers and other parts suppliers to reduce costs, adjust product structure, and develop models and technologies encouraged by the new policy as soon as possible

The time to test enterprises and industries may come in advance

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