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In 2010, new energy vehicles will cross new starting lines.
Yesterday, Yuan Tao, general manager of Chery New Energy, told the Shanghai Securities News that with the implementation of the national car subsidy policy and the gradual improvement of supporting facilities, new energy hybrid and electric vehicles will usher in the market's development starting point in 2010.
In fact, during the survey interview, it was found that when the conditions for the industrialization of new energy vehicles matured, the huge business opportunities brewing in the industrial chain will also surface.
Charging station potential is of great value
China Automotive Marketing Consultant Zhang Zhiyong told reporters that the potential opportunities for electric vehicle charging stations deserve attention. The potential value of an electric vehicle charging station as an electric vehicle's infrastructure must inevitably erupt before the start of the electric vehicle market.
Take Shenzhen alone as an example: The first charging station in Shenzhen was formally put into operation recently and was put into operation by China Southern Power Grid. The construction scale is 2 charging stations, 134 charging posts, and the charging capacity amounts to 2480 kVA. But new problems soon appeared. The goal of Shenzhen in the new energy industry revitalization rule is to “promote the use of 24,000 new energy vehicles in 2012.†Two charging stations and 134 charging piles in the district will help meet the 24,000 vehicles (even if only half of them are electric Car) charging needs? And how many such charging stations will be needed across the country?
“The construction of charging stations is an important link in the electric vehicle industry chain with investment value.†Zhang Zhiyong judges this way. “The power grid is just an upstream supplier of charging stations. The future charging stations will be the same as the gas stations. The charging stations rely on the owner to sell electricity to make profits. The winner is the owner and builder of the charging station.â€
It can be said that the network construction of the charging station will bring the first pot of gold in the new energy automotive industry chain.
On January 14, National Grid held an annual work conference. State Grid and China Southern Power Grid have made the development of electric vehicle charging stations a strategic focus of this year's work. In the future, electric vehicle charging stations will compete with traditional gas stations. During the construction of the charging station, companies that manufacture and operate power distribution equipment, direct charging equipment, and management auxiliary equipment will also benefit at the same time.
In addition to charging stations, the power station offers another profit model. Zhongtai Automobile, which has just formed a strategic partnership with Putian Offshore Oil and will build a domestic power station, has also discovered a “printing machine†on the new energy automotive industry chain. The relevant person in charge of the company told the reporter, “The power plant integrates upstream and downstream resources such as car companies, CNOOC, and parts and components. Auto companies provide new energy models and gain profits in the sales process; battery component companies provide battery products, Profits from the process of renting batteries to consumers; while Putian Offshore Oil has obtained site profits and traditional fueling profits during the network construction process."
Non-ferrous metals industry can get a second barrel of gold from the construction of charging stations.
An analyst from “My Steel†told the reporter that at the time when the country’s basic construction was temporarily suspended, the construction of electric vehicle charging stations is expected to take over the relay baton and continue to stimulate the demand in the domestic copper market.
Take the first domestic professional charging station Shanghai Caoxi charging station as an example, the total investment is 5.08 million yuan, and the charging device's input accounts for 2 million yuan. Among them, refined copper is widely used in the construction of power grids and related charging devices. In fact, the unit price of Shanghai copper has increased from RMB 27,000/ton at the beginning of 2009 to RMB 56,000/ton in December, which should not be underestimated.
The analyst pointed out that in addition to the use of copper in the construction of power grids and charging stations, aluminum and zinc, which are widely used in the manufacturing process of electric vehicles, will also be expected to receive support.
Car companies strive to "win on the starting line"
Undoubtedly, the biggest share of the new energy industry chain will be those car companies that have already achieved certain accumulation in technology.
The Ministry of Industry and Information Technology has obtained the most advancement of the new energy vehicle shape production announcement Ann Kai passenger car, has seized the market opportunities.
At the end of December last year, Ankai Bus obtained orders for 30 pure electric buses in Hefei City. On January 13 this year, the company’s sales department disclosed to reporters that Guangzhou Jumbo Bus Co., Ltd. and Guangzhou Shinsui Bus Co., Ltd. Recently, 192 Taiwan and 50 LPG luxury buses were purchased from Ankai, which was the largest order to fly to Ankai since the second half of last year.
In fact, the car companies have already begun to “grab†on the starting line of new energy vehicles . This was revealed at the Guangzhou Auto Show at the end of last year. At least 20 models of electric vehicles have emerged at the show; Changfeng, the self-owned brand, has exhibited a Yuling hybrid sedan, a hippocampus symbolized the pure electric drive concept car Me, and Dongfeng Fengshen has its own Icar pure electric vehicle. Also brings its variety of hybrid models. Yesterday, Chery said that in 2010 there will be a number of new energy vehicles suitable for market demand. The Chinese automotive industry has been very clear about the future of electric vehicles and the competition for electric vehicles will become increasingly fierce.
As one of the historical missions of China's new energy vehicles , that is, in the absence of leading advantages compared with the global auto giants in traditional internal combustion engines, can China's new energy vehicles achieve a new breakthrough in the Chinese auto industry?
On January 12, Huang Jiateng, director of the technical center of Dongfeng Motor Company, told reporters that Dongfeng Hybrid Power Bus has achieved leap-forward development in key energy-saving and emission-reduction technologies, making the research and development capabilities of Chinese hybrid city buses among the world's advanced. “Compared with traditional passenger cars, the fuel consumption per 100 kilometers of the Dongfeng hybrid bus has been reduced by 30%, and harmful gases such as carbon monoxide, hydrocarbons and nitrogen oxides have been reduced by 74%, 24% and 28%, respectively.â€
Under the premise of technology leadership, some of China's new energy car companies have turned their sights overseas. At the North American Auto Show currently being held, BYD’s electric vehicles have become the highlight of the auto show. Wang Chuanfu, chairman of BYD Auto, made it clear that their pure electric vehicle product E6 will formally enter the US market in the second half of this year.
This indicates that the European and American markets with higher acceptance and more lucrative profits for new energy vehicles are expected to become the latest main battlefield for China's new energy car companies.