New energy automotive industry policy oriented emphasis on "joint"

On December 3, the Ministry of Industry and Information Technology publicized the preliminary “Project to be supported by the 2012 New Energy Automotive Industry Technology Innovation Project”. From the list, the 25 projects include pure electric vehicles, plug-in hybrid vehicles, fuel cell vehicles and power battery projects, involving Jianghuai Automobile, Dongfeng Automobile, Changan Automobile, BYD, Great Wall Motors, SAIC, etc. Automotive listed company. According to the Ministry of Industry and Information Technology, the biggest difference between this support project and previous support projects is the emphasis on joint filing and joint research and development.

25 projects boost industrialization

According to the “Notice on Organizing and Launching New Energy Vehicle Industry Technology Innovation Projects” issued by the Ministry of Industry and Information Technology before this time, the arrangement and use of the award funds adhere to the principle of “focusing on investment and breakthroughs in key areas”, focusing on supporting newly designed and developed new energy vehicle models and power. Battery and other key components. Of the 25 projects supported, 70% of the vehicle projects accounted for 30% of the power battery projects, which fully boosted the industrialization of pure electric vehicles and plug-in hybrid vehicles.

For passenger cars, there are 5 pure electric passenger car projects, which are implemented by JAC, Dongfeng Automobile, Beiqi, Geely Automobile and Changan Automobile respectively; and 5 plug-in hybrid passenger car projects, respectively, by BYD. , FAW Group, Chery Automobile, Great Wall Motor and SAIC Group implemented; there is also a fuel cell passenger car project, undertaken by SAIC.

For commercial vehicles, there are 3 pure electric commercial vehicle projects, which are implemented by Ankai Bus, Dongfeng Automobile, and Wuzhoulong Auto; and 3 plug-in commercial vehicle projects, respectively from Hunan CSR Times Electric Vehicle Co., Ltd. and Yutong Bus. Zhongtong Bus implementation.

According to industry sources, the industrialization of pure electric vehicles and plug-in hybrid vehicles in China is progressing slowly. This support is expected to accelerate the pace of industrialization. In fact, Shanghai has already started issuing licenses for pure electric vehicles. Beijing also began to solicit opinions from the public on private purchases of new energy vehicles, all of which are intended to promote the progress of industrialization.

It is worth noting that 8 of the 25 projects to be supported this time are power battery projects, which are Shenzhen BAK Battery Co., Ltd., Wanxiang Electric Vehicle Co., Ltd., China Aviation Lithium (Luoyang) Co., Ltd., and Tianjin Lishen. Battery Co., Ltd., Fujian Ningde Times New Energy Lithium, Shandong Shengong Haite Electronic Technology Co., Ltd., Weifang Weineng Environmental Protection Power Co., Ltd. and Shenzhen Waterma Battery Co., Ltd. bear.

According to industry sources, whoever controls the battery will control the entire electric vehicle industry. The country’s support fully shows the importance of the core position of the power battery, and it is expected to encourage power battery companies to concentrate their R&D efforts and overcome battery group technology and other weaknesses. .

Emphasize joint development

The relevant person of the Ministry of Industry and Information Technology told the China Securities Journal reporter that the main characteristic of this support project is to attach importance to the “joint” of key components of new energy vehicles and vehicle companies.

According to the "China Automotive Industry Development Report (2012)", currently the main car companies in China do not have enough mastery of key components, which seriously restricts the coordinated development of the new energy automotive industry. Judging from the advertised models, in the announcement of a vehicle company, the batteries or motors of many parts and components companies were used, indicating that the matching relationship between the domestic vehicle companies and related parts and components companies is still in the preliminary stage. Toyota, GM, Nissan, and other international giants have set up professional battery-level materials R&D structures, which have strengthened the control and integration of related parts and components.

The support for the new energy automotive industry project has emphasized "joint" from the beginning of the declaration. The "Notice on Organizing and Implementing New Energy Vehicle Industry Technology Innovation Projects" issued by the Ministry of Industry and Information Technology in the past specifically emphasized that "supported models will be led by vehicle companies, and will be combined with battery, motor, and electronic control parts and related R&D units to form production. The academic and research industry technology innovation team will carry out joint design research and breakthrough the core technology of the electric vehicle industry chain."

At the same time, the “Notice on Organizing the Application of the 2012 New Energy Automobile Industry Technology Innovation Project” clearly stated that the new energy vehicle vehicle project was “led by the vehicle company and jointly reported by the battery and motor parts companies and related R&D companies. There are no more than two supporting companies for batteries and motor parts; the joint research of production, education and research is encouraged.

The power battery project “leads by the battery company and jointly reports with related materials companies and R&D units. The number of positive and negative electrodes, separator materials, and production equipment companies shall not exceed 2, respectively.”