After a few delays, the legendary new energy car promotion New Deal will finally be settled before the end of the month. Judging from the new energy subsidy details that have been exposed recently, it seems that the subsidy and subsidy don't seem to be a government tangled problem.

The government will give different degrees of subsidies to hybrid vehicles, plug-in electric vehicles, and pure electric vehicles.

For non-rechargeable hybrid models, the policy will be classified as "energy-saving vehicles" category, the subsidy amount of 3,000 yuan. The "plug-in electric vehicles" and "pure electric vehicles", the maximum subsidy amount will reach 60,000 yuan. However, the specific amount of subsidies for companies is not yet known.

However, this does not affect the car manufacturers' enthusiasm for manufacturing new energy vehicles. Before the government introduced the support policy, the development of domestic electric vehicles has been “in full swing”. Since January last year, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and other ministries jointly issued a document, announcing their strong support for the development of new energy vehicles. As a result, our country seems to have stepped into the “Great Leap Forward” era of new energy vehicles. According to incomplete statistics, only more than 20 vehicle manufacturers announced last year that they have successfully developed pure electric cars. At present, there are more than 40 vehicle companies that have announced that they have obtained the technology of pure electric cars. The number far exceeds that of Japan and the United States.

At present, a number of self-owned brand companies have announced that they have electric vehicle R&D and production technology. Only at the Beijing Auto Show, independent brands will launch more than a dozen new energy vehicles. However, whether the performance of the product is excellent and has not been verified. Some industry insiders have stated that from the technical point of view of automobiles, new energy is the least advanced technology in the past 10 years. Another commentary pointed out that these electric vehicles have a shorter cruising range and must pull a battery to get on the road. They have a long way to go from the pavilion to the market.

Obviously, the weakness of the new energy auto parts industry has brought uncertainties to the development prospects of China's new energy auto industry.

In this regard, industry experts pointed out that the lack of development of core components is in fact the biggest shortcoming of China's new energy vehicles. In addition to subsidies, it should also strengthen support for key components of scientific and technological research.

Foreign investment in the beach

In addition to domestic car companies, multinational parts and components companies are eyeing the delicious cake of China's new energy vehicles. Behind their frequent actions is the determined determination of the new energy market in China.

A few days ago, a press release from the Continental Group stated that the company has successfully completed the steps from laboratory R&D and test applications to industrial-scale production for electric motor vehicle products. Although "Autobot" was calling the head of Continental China PR, the person did not give a specific date for this technology to serve the Chinese market, but developed a component power electronics module for the modular system of hybrid and electric vehicles. The Continental Group plans to achieve localization in China in 2010.

The Dongfeng Fengshen ECS concept car has also been unveiled by the group in conjunction with Dongfeng. As early as two years ago, the Continental Group declared that it is necessary to continue to increase its investment in the Chinese market, and introduce its environmental protection technologies to China to increase the competitiveness of Chinese auto manufacturers in energy conservation and environmental protection.

Bosch, a well-known parts and components giant, has also deployed in China's new energy sector. Bosch's hybrid technology will be mass produced in 2010. The development of electric vehicles in the future will be one of the major tasks of Bosch in China. Peng Deyuan, President of Bosch (China) Investment Co., Ltd. stated: “Bosi’s electric drive business unit will be able to provide all power and torque ranges for China through the localization of products and technologies. Hybrid and electric vehicles provide electric motors and power electronic controllers and power batteries.” In the field of new energy for commercial vehicles, some multinational auto parts giants have tasted the sweetness of new energy vehicle deployment. In the "Ten Thousand Vehicles" project promoted by the Ministry of Science and Technology, some auto companies have chosen to cooperate with relatively mature multinational component suppliers in order to take shortcuts.

Of these, Eaton is one of the biggest beneficiaries of the passenger car hybrid system. As a direct competitor to Eaton, Alimson, another multinational auto parts company, has also been very active. Since 2005, Alison has partnered with Shenwo to jointly develop a hybrid bus. Earlier, Allison also received orders for 800 hybrid systems in Beijing.

At present, almost all overseas hybrid power systems, batteries and motor suppliers with certain strengths have come to China to open up markets. “The huge potential of China's new energy vehicle market is very attractive,” said a multinational domestic sales manager. “The work that is done now is mainly to develop customers and establish a brand. The Chinese new energy automobile market has just started. Whoever can seize the initiative will have a bigger market share in the future.”

Bus expert Wang Jian said: “If the situation is allowed to develop, Eaton will inevitably form a monopoly, and the independent research and development of the core technology of hybrid buses will also be irrelevant.” There are also corporate officials pointedly pointed out: “The state’s financial subsidies do not support their own The key components industry has become the core technology of multinational corporations."

The frequent actions of multinational auto parts companies in China's new energy auto market have attracted some industry insiders' concerns. Industry insiders said: “The active involvement of multinational auto parts giants can effectively promote the new energy vehicles in China to enter the industrialization stage more quickly. However, as the new energy automobile market in China has just started, the cake is still small, and foreign investment is the key. The spare parts area has taken the lead, and there is a rapid expansion trend. The survival space of domestic companies with relatively weak strength will be severely squeezed, and the development of key technologies for independent new energy vehicles will be even more difficult.”

Industrial bottlenecks

In fact, with the listing of new energy vehicles, the R&D capabilities of the vehicle companies have been improved. However, few domestic component companies claim to have achieved results in the R&D and design of new and complementary energy supply components.

In the Chinese automotive market, BYD, which started with the battery industry, has always demonstrated the position of the leader of domestic pure electric vehicles. At the same time, domestic self-owned brands such as JAC, Chery, Great Wall, and Haima have also launched new energy vehicles. However, the absence of core components for new energy vehicles is an indisputable fact. Most independent companies have adopted outsourcing methods for new energy vehicles such as battery management systems, motors, and motor drive controls.

In terms of improving the performance of conventional fuel vehicles, Chery Automobile has chosen to cooperate with Eaton, and will launch three new models including Tiggo with supercharged engines in the second half of the year. Dong Yang, Executive Vice President and Secretary-General of the China Association of Automobile Manufacturers, told Autobot: “China’s new energy vehicle technology is actually still a gap compared to foreign technology.” Currently, there is no Chinese company that can produce power batteries. The diaphragm and the technology and equipment for producing the diaphragm are in the hands of Western countries. In addition, the integrated components in the motor and control system are all imported. For domestic automobile enterprises, there is no growth in domestic new energy vehicle parts systems, and the competitiveness of China's low-cost new energy vehicles is naturally difficult to grow healthily. Li Wanli, coordinator of the Industry Department of the Ministry of Industry and Information Technology, clearly pointed out that the industrialization of key components and the localization of basic raw materials are the key and bottlenecks in the current development of new energy vehicles. Due to the core transmission module of new energy vehicles, key components such as motors and electronic control systems are monopolized by international giants. Although domestic companies are researching and developing, it is difficult to meet the requirements of vehicle manufacturers. “At present, new energy auto parts and components are not based on industrialization. With current capabilities, it is difficult to achieve the target of 5% of new energy vehicles in new car sales in 2011.” Li Wanli expressed concern about this.

Under the subsidy policy, the traditional passenger car manufacturing process of external procurement, integration of resources, and production of products has become a matter of course. Enterprises do not have the power to develop core component technologies, while local component manufacturers have a relatively long start and technical gap. Because of the inability to obtain state financial subsidies, it is unable to compete with foreign key component manufacturers, and it is only possible to displace the share of core components of domestic new energy passenger cars.

The series of problems that this brings is still behind. As the new energy buses are not open to foreign countries in terms of the core technology of the control system, they not only result in long maintenance cycles, but also bring security risks. It is understood that some areas of the new energy vehicle control system when there is a fault on the road, once it occurs, the vehicle will be in a state of failure, including brake failure and other safety accidents have also appeared several times. There was a problem with the control system and the driver was powerless. The core technology of new energy vehicles urgently needs to be tackled. Only the core technologies are made domestically, so that they can be popularized among maintenance and driving personnel.

Who can guarantee that this situation will not appear in the domestic passenger car?

Breaking the road

Effectively preventing domestic new energy auto companies from embarking on the old road of the lack of traditional auto parts and components, ensuring that domestic enterprises can master the key technologies of new energy vehicles is an important aspect of promoting the industrialization of new energy vehicles.

In the forthcoming revised draft of the Automobile Industry Development Policy, the focus will be on the introduction of development plans for new energy vehicles, and it is proposed that in the new joint ventures of new energy vehicle batteries, electric motors, and electronic controls, the Chinese side will hold The proportion will not be less than 50%. Experts in the industry believe that parts and components companies in the new energy category may limit the ratio of foreign capital access, which is good news for the development of the domestic auto parts industry. However, no follow-up news was reported.

As new energy vehicles involve comprehensive changes in frontier fields such as engine technology, materials technology, and mechanical technology, the implementation of the new energy automotive industry strategy also makes the auto parts industry face industrial restructuring. In order to respond to the development trend of new energy auto parts and components, there are already a number of auto parts companies at home and abroad in advance layout, and actively research and develop parts for electric vehicles.

Taking Wanxiang Group as an example, they regard the new energy vehicle supporting business as the core of the future strategy. In the future, they will continue to increase investment and focus on development. It also passed a resolution that plans to invest 200 million yuan in 2010-2012 to conduct R&D, testing, production line investment, and small-batch production of electric vehicle motor and electronic control system products.

In addition to thousands of foreign companies, there are other domestic parts and components companies seeing new energy as an opportunity. Therefore, a large number of investment and individual battles have become another phenomenon in the research and development of new energy components in China. Taking batteries as an example, there are actually more than 20 battery companies that have invested over 100 million yuan. The relevant experts believe that at the government level, financial support is weaker than that of vehicle manufacturers. Diversification of R&D investment is not conducive to the improvement of product technology. Due to technical indicators such as battery power drive system efficiency, battery system integration technology, fast charging materials, and battery life, we still have a large gap with foreign advanced companies. In the development of new energy automotive industry, we effectively use policy guidance. , The new energy auto parts companies will join together to increase the scale of basic research investment, and accelerate the progress of product technology, and become a way to break through the core parts and components.

Experts also suggested that the government should increase support for component R&D. At the same time, relevant domestic authorities should provide guidance and services in introducing foreign technology standards and various related laws and regulations for enterprises. Encourage domestic and foreign joint development, or invite foreign technology research institutions to help develop and introduce technology.

"In the subsidy for new energy automotive products, we must use the autonomy rate of core components of new energy as an assessment criterion and appropriately increase the subsidy for such products." Industry sources said that this is to increase the research and development of new energy core components. A good way.
View related topics: New energy vehicles: The magic weapon to deal with energy crisis


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October 10, 2023