304 batches of announcements disclosed several major new energy automotive market information in the first quarter of 2018

On February 2, 2018, the Ministry of Industry and Information Technology published on its official website the "Recommended Vehicle Catalogue for Promotion and Application of New Energy Vehicles (1st Batch in 2018)", and a total of 118 models were selected. Refined by the battery China Net, including 9 plug-in hybrid vehicles, 3 fuel cell vehicles, 106 models of pure electric vehicles. Among the 106 models of pure electric vehicles, 27 are pure electric passenger cars, 51 are pure electric buses, and 28 are pure electric vehicles.

Batteries China Network believes that from the end of last year, the rumors of changes in subsidies for new energy vehicles are constantly heard. Although relevant ministries and commissions have not officially announced the adjustment policy, we can see from the contents of the 304 batches of announcements that the vast majority of car companies have made corresponding adjustments in the relevant links of the Internet. The 304 batch of announcements was in a sensitive period of policy adjustment. The auto companies' report models have special significance and can basically represent the technical direction of the development of domestic new energy vehicles in the short term.

Policy is still the primary determinant of vehicle manufacturer's vehicle selection

Although the subsidy for new energy vehicles has reached a foregone conclusion, the amount of subsidy for a single car has long been different. However, "Mosquito is also small is meat," and through many details of the 304 batch, it is not difficult to see that car companies are actively adjusting and optimizing around the subsidy standards. It can be seen that the development of China's new energy auto industry is still based on policy as the determining factor.

As an example, the current subsidy policy requires that the electric energy consumption per unit (Ekg) of electric trucks and special vehicles for transport should not exceed 0.5 Wh/km·kg. According to the relevant requirements in the subsidy adjustment manuscript of the Ministry of Finance, the above Technical indicators have been enhanced to no higher than 0.35Wh/kmkg. Of the 25 electric trucks and special transport vehicles mentioned in the 304 batch of announcements, the Ekg values ​​of only two models were higher than 0.35Wh/km·kg, while the other 23 models were lined with 0.35Wh/km·kg. It is better than the Ekg value required by the network transmission financial subsidy indicator. The same situation is manifested in the subsidy threshold of the cruising range of the vehicle, the charge of the special vehicle, and the energy density of the vehicle-mounted power battery.

Batteries China Network believes that car companies to press "threshold" to build a car is a problem that requires many considerations. On the one hand, it reflects the fact that under the guidance of policies, the level of China's new energy vehicles is gradually improving. On the other hand, it also shows that the current semi-open new energy vehicle market lacks the drawbacks of market regulation. Subsidies allow car companies to put aside their hands and feet, which has a certain role in the development of the industry. This is particularly evident in the new energy passenger cars in 2017. The A00 and A0 pure electric car market is “applauding and winning,” while the general direction of the policy is toward the “high life, high energy” A-class or higher passenger car market. Tilt, policy choices and market choices are inconsistent. In the process of regulation and control, certain resources will be wasted.

Pure electric bus 140Wh/kg has become the industry red line

Contact with the 301, 302 and 303 batches of the “Recommended Vehicle Catalogue for Promotion and Application of New Energy Vehicles” issued by the Ministry of Industry and Information Technology in the fourth quarter of 2017 (ie the 10th batch, 11th batch and 12 batches of recommendation list for 2017), and the short-term pure electric ride The use of ternary material batteries for electric vehicles and the use of lithium iron phosphate material batteries for pure electric buses have already taken shape. In the 304 batches of announcements, we can see that the relevant details have been further strengthened, and the energy density of the pure electric bus power battery system has reached 140 Wh/kg, a new red line in the industry. However, the energy density of power battery systems for purely electric passenger cars needs to be further increased. Over 150 Wh/kg still requires car manufacturers to work hard in group efficiency.

Through the analysis of the power battery energy density of buses and passenger cars involved in the 304 batch of announcements, it is not difficult to see that the energy density of over 90% of the models in pure electric buses has reached 140Wh/kg or more. In the fourth quarter of last year, the passenger car system energy The density began to sporadically exceed 140Wh/kg. It is not difficult to see that the system energy density of 140Wh/kg has become a common indicator line in the passenger car industry through the 304 batches. Of the 51 models of pure electric passenger cars involved in the 304 batch of announcements, the number of models assembled in the Ningde era has reached 35. It is understood that Ningde era lithium iron phosphate battery products in 302 batches of announcements, the first to achieve the system energy density 140Wh/kg assembly on the car. In the 303 and 304 batches of announcements, the bus companies focused on purchasing the batteries in the Ningde era. It also reflected that in the case of undecided policies, the car companies should choose the psychology of high energy density. The 304 batches of announcements in addition to Ningde era, BYD, Guoxuan Gaoke, billion latitude lithium iron phosphate battery system energy density has reached 140Wh/kg level. It is worth mentioning that the energy density of the LiMn2O4 battery system produced by Guinness Guoan Menggli also reached a level of 140Wh/kg, which provides a new outlet for the development of new energy buses.

Passenger car system energy density increases, group efficiency is the key

Through combing statistics, it is not difficult to see that the energy density of 304 batches of pure electric passenger vehicle systems is mainly concentrated in two areas of 140-160Wh/kg and 120-130Wh/kg. The increase in the specific energy of the battery system will directly increase the mileage of the vehicle. Among the 27 models of pure electric passenger vehicles announced in the 304 batch, the cruising range generally exceeds 200km (only one is less than 200km), and its cruising range is mainly concentrated in two ranges of 200-250km and 250-320km, among them 7 The cruising range of the model is more than 300km, and the cruising range of the SAIC Roewe (CSA6456BEV2) with the Jiexin Power Battery System has reached 320km, becoming the "long-distance runner" in this announcement. The Zhidou Automobile (LZD7002BEV03) equipped with Keyi's new power system has a system energy density of 158.07Wh/kg, which has become the highest system energy density in the current announcement, and with the help of a strong battery system, the “Little Zhidou” The cruising range can actually be as long as 315km, becoming a veritable "long distance runner". According to the introduction of Keyi New Power, thanks to the lightweight design of PACK and the structural optimization of PACK, the efficiency of battery packs for this battery power system is as high as 77%. In fact, Keyi's new power adopts a single-cell energy density of 205Wh/kg in this power system. The single-unit energy density is not very high. It can be seen that increasing the group efficiency improves the energy density of the pure electric passenger vehicle system. It plays a vital role.