What are the major events in the first half of the new energy car circle that people worry about?

In the blink of an eye in 2017, it has already passed through the middle of the year. The new energy automotive industry has gone through the first half of the year with great energy and enthusiasm. There are both achievements and anxieties. In the context of promoting subsidy retreat, many major events in the first half of the year have touched the sensitive nerves of the industry, such as the review of new energy vehicle catalogues, such as the establishment of a joint venture by Jianghuai VW... Any major event will happen in the industry. Spotlights focus, causing hot debate. Apart from being a bystander, behind the hot debate, it is even more necessary to ponder over the hot issues. Looking back at the first half of the year, what are the major events in the new energy automobile circle like storms? Geshi Xiaobian has organized 10 hot events for everyone. Then the question has come. I have stories. Do you have melons?

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No.1 2016 five batches of new energy vehicle promotion catalogue review

No.2 Jia Yueting's music as the dream of where?

No.3 Crab Island New Energy Bus Fire Power Battery Safety Focus

No.4 BYD Abandons Vertical Eco Split Power Battery Module

No.5 The Ningde era holds hands to create a new model

No.6 Extensive Issuance of New Energy Vehicle License Triggers Conjecture in the Industry

No.7 JAC Volkswagen Marriage between Chinese and German Prime Ministers

No.8 New Dual-Enthusiment Policy Consultation Draft Triggers Panic Consternation

No.9 Tesla's establishment in China "a wave of twists and turns"

No.10 New energy vehicles blooming everywhere

No.1 2016 five batches of new energy vehicle promotion catalogue review

On January 8, 2017, the official website of the Technical Service Center of China Aircraft Engine Co., Ltd. published a “Notice on Adjusting the Application Catalog for Recommended Vehicles for Promotion and Application of New Energy Vehicles” (hereinafter referred to as the “Catalogue”), which was issued in 2016. Up to 5 batches of catalogs need to be re-verified. The reason for the retrial of the Catalogue was based on the adjustment of the New Energy Vehicle Subsidy New Deal at the end of 2016, as the subsidy of the New Deal improved the technical threshold, and improved the energy consumption of the whole vehicle, driving range, battery energy density, and safety requirements. Subsidy threshold.

One stone provoked the waves, and the retrial of new energy vehicles will first eliminate a number of car companies that do not meet the requirements of battery technology standards. This has caught many power battery companies off guard; for car companies, re-auditing will trigger new energy sources. Subsidy was delayed at the beginning of the year, which in turn affected the sales of new energy vehicles in the first quarter. Due to the adjustment of subsidies and new energy catalogues, the situation of car manufacturers and distributors was very poor. For consumers, they wanted to buy new energy vehicles. Unable to buy.

With the retrial process in full swing, on January 22, 2017, the first batch of new energy vehicle promotion catalogue was formally released, and six batches were released at the speed of one batch each month. Up to now, a total of six new energy vehicle promotion catalogues have been released. Including 1983 models of 194 companies.

The review of the catalogue has a negative impact on the sales of new energy vehicles in the short term, but in the long run, the role of the survival of the fittest will become more apparent, which will be conducive to the healthy development of the new energy automotive industry. Judging from the newly released catalogs, the mainstream vehicles of pure electric vehicles have greatly improved their dynamics, economy, safety, and comfort, which is also the product improvement that the catalog reflects.

No.2 Jia Yueting's music as the dream of where?

2016 was a year of LeTV’s passion, but in 2017, the negative news about LeTV was never broken, and the relationship between LeTV and the media may not be overstated until it was “what if Cheng Xiaoxiao lost Xiao He”. Now, LeTV still occupies the headlines of major auto media. As for the success or failure of LeTV, you can tell the judges that we don't have to make too many judgments. It's just a simple review of the carmaker's road to construction in the first half of the year:

In early 2017, Lexus and Jia Yueting invested in the new US electric car brand Faraday will launch its first production car at CES 2017.

According to Reuters, informed sources revealed that LeTV was trying to sell its 49 acres (about 300 acres) in the Silicon Valley in the United States in March in order to survive the financial crisis.

On March 20th, LeTV’s co-founder and China’s CEO Ding Lei left Levision and was confirmed by Ding Lei himself. After leaving, Ding Lei was very happy to announce that Le Super Car (China) president and COO Zhang Hailiang was appointed as the global CEO of LeTV, and Niu Shengfu served as chief technology officer of LeTV China.

On April 17, Yi Zhou, the founder of the company, issued a statement claiming that LeTV had misappropriated funds of RMB 1.3 billion. According to the statement of Zhou Hang, Yi Yi and LeTV Holdings issued a statement overnight, saying “Cycling is malicious”.

On April 28th, according to the website of Zhejiang Deqing County Public Resource Trading Center, on April 26, LeTV acquired about 679 acres of land in Deqing, Zhejiang, with a total transaction price of approximately RMB 140 million. According to the public announcement, it was Leshi Eco-Car (Zhejiang) Co., Ltd. that bought the land.

On May 8, the media broke the news that Zhang Hailiang, who had just been promoted to LeSEE's global CEO for less than two months, had left LeEco at the end of April.

On the afternoon of May 21, LeTV announced that Jia Yueting had resigned from the position of general manager and assumed full-time post of chairman...

There are too many news about LeTV, and most of them are negative news. At present, LeTV has changed its name to Sun. As for the dream of Jia Yueting's dream of building a car, we will wait and see.

No.3 Crab Island New Energy Bus Fire Power Battery Safety Focus

On May 1st, the news that the Beijing Crab Island Resort Bus caught fire quickly burned into the automobile circle. It is understood that the scene visually measures about 80 vehicles that are on fire and all are new energy electric buses that have the words “Tian Ma Chi Chi TMTC” and according to the scene Photos show that all passenger cars are produced from Ankai bus. Witnesses said that from time to time, explosions were made on the scene and there was a lot of smoke. Fortunately, there were no casualties on the scene.

A fire has led to a more sensitive issue: the safety of electric vehicles and the deception of new energy vehicles. Although the final cause was identified as burning of catkins, many people questioned the safety of the electric vehicles. As we all know, when consumers consider new energy vehicles, they will focus on their safety issues, especially battery safety, in addition to their mileage.

Regarding the questioning of the battery, Anhui Ankai Automobile Co., Ltd. gave a response, and the fire site finally confirmed that 89 Anke pure electric buses had caught fire. The current situation shows that when the fire broke out, Ankai did not record charging and discharging, and was not in an operating state. Therefore, it could be determined that it was not a problem with the vehicle's product itself.

At the end of last year, new energy vehicle subsidy policies that were re-launched put forward more stringent requirements for power battery technology standards. The review of the new energy vehicle promotion catalogue also stimulated the power battery industry to be more efficient, safer, and lower cost. The direction of development.

On June 6, 2017, the National Standards Commission issued an announcement on the approval of the revision of GB/T 31467.3-2015 "Lithium-ion battery packs and systems for electric vehicles - Part 3: Safety requirements and test methods". In the announcement, in the inspection standards for lithium-ion battery for electric vehicles, there are major changes in the part involving safety requirements and test methods.

This fire not only triggered the thinking about power battery safety, but the new energy vehicles on-site “off holiday” also caused all kinds of guesses.

No.4 BYD Abandons Vertical Ecology Split Battery Module

At the end of March, people familiar with the matter disclosed that in addition to retaining the four major technologies of the vehicle, all BYD auto parts businesses will be completely dismantled and market operations will be carried out. In May, BYD announced that it will supply power battery modules with its own core technologies to the new energy automotive market. This move means that other car companies will also have the possibility of installing BYD batteries.

It is understood that BYD currently has a production capacity of 16GWh for power batteries, and the production capacity of BYD's electric buses is also steadily rising. While satisfying free models, the production capacity is further planned to expand. From one aspect, BYD internally hopes to use this part of production capacity. .

With the intensification of competition in new energy vehicles and power battery industries, BYD's vertical integration model has become increasingly obvious. In the past, BYD provided its own power battery. Although the technology is at the leading domestic level, it is still relatively closed. After the rise of the Ningde era, technical strength was Foreign power battery giants, including Samsung SDI, LG Chemicals and other aspects, foreign giants have seen CATL as a global competitor. By opening the power battery business, it will be beneficial to expand the customer base and increase the power battery shipments. On the other hand, it will also help advance BYD's battery technology.

On June 6, BYD chairman and president Wang Chuanfu revealed at the shareholders' meeting held in Shenzhen headquarters that BYD's power battery export has been discussed with several big passenger car brands, and some of them have entered the substantive stage.

It is understood that BYD is currently negotiating with the Guangzhou Automobile Group, FAW Group, and SAIC Motor Group's passenger car brands, Yutong and other commercial vehicle brands to discuss the cooperation of power batteries, and the list of cooperation negotiations is still expanding. BYD is likely to sign a power battery cooperation company in the second half of the year. Since the power battery is the core component of the electric vehicle, it needs a longer development period to match with the downstream manufacturers. Mass production is expected to be one year later.

No.5 Ningde era in the hands of steam to create a new relationship between the zero and the whole model

On May 4, the Ministry of Commerce of the Ministry of Anti-Monopoly Bureau's official website focused on the management of summary cases, showing that Shanghai Automotive Group Co., Ltd. (“SAIC”) intends to pass its wholly-owned subsidiary Shanghai Automotive Investment Management Co., Ltd. (“Shangqi Management” Ningde Times New Energy Technology Co., Ltd. ("Ningde Times") established two new joint ventures, namely SAIC Power Battery Co., Ltd. and SAIC Times Power Battery System Co., Ltd.

Prior to this, the cooperation model market represented by eRX5 performed well, and the joint venture construction of SAIC and Ningde swears that the cooperation between the two parties will enter a new stage. It also indicates that OEMs and power battery manufacturers are no longer pure. The relationship between buying and selling has penetrated into the field of cooperation and development.

Analysts pointed out that the heavy-duty depots and battery manufacturers in-depth cooperation, connecting upstream and downstream, can play their respective advantages, the cost of both sides to a minimum, which represents a new trend of industrial development. "As far as SAIC is concerned, by jointly building an electric core plant with the Ningde era, we can better target scarce and sought-after battery resources in the industry; for the Ningde era, we can cooperate with SAIC Group in equity cooperation with major customers. A more in-depth cooperation relationship will be established,” commented Liu Yanlong, secretary-general of China Chemical and Physical Power Industry Association.

As BYD's strongest competitor, some people also interpreted this as a response to BYD's battery export efforts in the Ningde era. At present, the competition in the field of domestic power batteries is fierce, and the market share of BYD and Ningde occupy 50% of the time. The competition between the two is also becoming increasingly fierce with the increase of profits.

On June 19th, SAIC Group and the Ningde Times held the foundation stone laying ceremony of two joint venture companies in Liyang, Changzhou, Jiangsu.