New energy vehicles 2016: the number of skyrocketing or quality improvement?

By 2020, the national new energy vehicle production and sales to reach 5 million, with the 2012 national first proposed "5 million" target compared to the "three five" new energy vehicle planning focus will shift from the number to quality.
"Under the guidance of the policy, the new energy private market in 2015 has entered a stage of steady growth (sales increased by nearly 4 times, reaching 330,000 units," said Ouyang Minggao, head of the Group's major expert group on electric vehicles. , Ranking first in the world "), but he admitted that the market in 2016 also did not appear four times the growth, but hope that it is the starting point for technology and quality improvement.
2015 new energy market soaring, quality problems, parts industry chain hollow and the market "cheat fill" and other issues of integrity also led to industry reflection. The development of new energy vehicles has not only related to the future direction of the automotive industry, but also reflects the country for the traditional manufacturing transformation and upgrading of the expectations and supply side of the reform ideas.
Beijing Automobile Group Party Secretary, Chairman Xu and Yi that "corresponding to the country's supply side of the reform, to production, to inventory, transformation and upgrading strategies, reflected in the automotive industry is to do the addition and subtraction, the traditional car to do subtraction, strict Control production capacity, new products and new technologies to do addition, vigorously develop. " The traditional automobile industry as a result of late start Carburetor in the core technology and the gap between multinational companies is obvious, but in the field of new energy, the difference between the start of the West is not large, how to use the policy guide to accelerate the market, to enhance the competitiveness of the industry chain as "ten Three five "period need to solve the series of problems.
At present, the finalists in the Ministry of Industry announced in 2016 "new energy vehicles to promote the use of recommended models directory" models have 700 variety, and in the original directory before the abolition of the number of models selected more than 3000 models. "The previous model catalog because the time is relatively long, then the technical standards are relatively not perfect, and now the country for new energy vehicles in terms of safety, technology and quality have a relatively clear standard, so the directory also need to re-screening , To eliminate the non-compliance of the product. "National Federation of Secretary-General Cui Dongshu in the" First Financial Daily "reporter said.
Policy strict market access, strengthen quality control and ex post supervision become a trend, do not have the industrial production capacity of enterprises or will face challenges.
Automotive as a technology-intensive industries, any one of the technological progress requires long-term accumulation and investment. SAIC bus company technical center deputy director Zhu Jun to accept the "First Financial Daily" reporter said, SAIC also hope to build the core competitiveness. Over the past few years, SAIC in the field of new energy has invested more than 6 billion yuan, becoming the only in the pure electric, plug-in strong, fuel cell and other three major technical fields have independent intellectual property rights and production capacity of autonomous car prices, And mastered the "battery, electric drive, electronic control" of the three core technology.
Technical advantages can help drive to achieve cost control. And the cost of pressure is "thirteen" car prices facing the key challenges. In accordance with the new energy subsidies slush policy, the next four years, Air Suspension in addition to fuel cells outside the new energy vehicle subsidies will drop 10% per year. SAIC tried to master the core technology and spare parts, accelerate the delivery of models to achieve large-scale to reduce costs. SAIC vice president, general manager of passenger car company, technical center director Wang Xiaoqiu told the "First Financial Daily" reporter, from the second half of this year, SAIC will enter the intensive new energy delivery period, and all the new energy vehicles will use SAIC Own BMS battery management system. At the same time, its independent research and development of the second generation EDU will be applied to all of its models on top. "Because of this technology, after the scale up, SAIC's cost advantage came out, the core competitiveness will be more obvious."
To Roewe, for example, according to the reporter learned that Roewe e550 just listed when the power assembly cost of 12 million, its 100 km fuel consumption of 2.3 liters, 100 km to accelerate 10.5 seconds. A year after the new Roewe e550 hundred kilometers to accelerate only 9.5 seconds, 100 km fuel consumption reduced to 1.6 liters, the cost is also reduced by nearly 20,000 yuan. And the upcoming listing of Roewe e950, 100 km to upgrade to 8.5 seconds, fuel consumption is only 1.7 liters, the cost of powertrain has reduced by 20,000 yuan.
Geely in its next five years of new energy planning, especially stressed that "let consumers spend the cost of traditional cars to buy new energy vehicles," and how can we achieve effective cost control? Geely gives the way to enhance the technology and Baotuan Heating, such as joint Changan and other car prices to increase investment in hybrid technology.
In order to achieve cost and technology breakthroughs, since last year, including Beiqi, SAIC, BYD, Changan and other car prices have announced the future of new energy investment plan, the reporter rough statistics, the next few years, new energy investment up to 80 billion yuan. The direction of investment includes vehicle, infrastructure and integration and sorting of parts. Driven by policy guidance and capital, the new energy industry's competitive landscape will gradually clear.