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Mobile WebSiteA paper plan, to the downturn of the new energy auto market hit a shot in the arm.
April 25, the Ministry of Industry, Development and Reform Commission, Ministry of Science and Technology issued the "long-term development plan for the automotive industry," the new energy, intelligent networking, parts, brand internationalization, vehicle intelligent technology, fuel consumption six Target. In the key tasks, clearly the new energy vehicles, intelligent network of cars, energy-saving cars defined as the three major breakthrough areas of key breakthroughs. The plan proposed "China's automobile production in 2025 will reach 35 million or so", "2025, new energy vehicles accounted for more than 20% of automobile production and sales" expectations and objectives, which means that in 2025 China's new energy vehicle production and sales target of 700 Ten thousand.
In addition, in the fuel consumption constraints, the plan to maintain the previously announced "by 2020, the average fuel consumption of new cars down to 5.0 liters / 100 km, 2025 down to 4.0 liters / 100 km" target.
With the automotive industry in the long-term development plan increasingly clear, and the limits of the threshold of fuel consumption continues to increase, many car prices in the Shanghai auto show also have to pass the intention of onslaught new energy market. Previously, by the new energy vehicles subsidies slash and other policies, China's new energy vehicle market was in a downturn. China Automobile Association data show that from January to March this year, new energy vehicles production and sales were 58,000 and 56,000, respectively, over the previous year decreased by 7.7% and 4.7%.
However, with the new energy vehicle prices in a timely manner to adjust, this low trough situation is gradually being broken.
According to the data by the Federation, the new energy passenger cars in January to March this year, respectively, sales of 05,400, 16,500 and 27,500, month by month to pick up. In the Shanghai auto show, car prices have introduced new models of new energy to new cars to promote the future of new energy market sales. Among them, Dongfeng Motor Company to bring 10 new energy vehicles, autonomous accounted for five. Guangzhou Automobile Group's own car prices Guanghua Chuanqi this time in the Shanghai auto show launched Guangqi Chuanqi new energy pure platform GE3, plug-in hybrid cross-border concept car EnSpirit and GS4 PHEV three new energy vehicles. Shanghai Auto Show as Chuan Qi brand new energy products, the most intensive one overall appearance. In view of the threshold of fuel consumption is getting higher and higher, many car prices have to speed up the introduction of new energy automotive products, to resolve the SUV fuel consumption is relatively high dilemma.
As the new energy automotive industry chain upstream of the field of power batteries, the current polarization is showing the situation.
As the first quarter of this year, the decline in new energy vehicle production and sales, so that the power of the competition between enterprises more intense. According to the high industry research Institute of lithium research data, the domestic first quarter of this year, lithium battery production 13.2GWh, down 3%, the chain fell 26.3%. With the recommended directory review and subsidies to the New Deal and other policy adjustments, a number of small and medium-sized battery business within two months before the operating rate is not high, production and marketing data in the doldrums.
However, with small and medium-sized battery companies in sharp contrast to the power battery leading enterprises are showing another scene, the battery manufacturers polarization. Waters and other large battery companies have to cooperate with downstream customers, the number of orders did not fall instead of rising. Compared to the amount of the first quarter of last year, mainly concentrated in the 10 million power battery orders, the amount of battery business this year, the general amount of 100 million. According to the incomplete lithium battery statistics, a quarter of the amount of power battery business cooperation has more than 20 billion yuan, of which Waters is reached 3.192 billion yuan.
April 25, Kennedy Ruiwo released the company's first quarter earnings in 2017, the data show that the company's first quarter sales revenue of 2.783 billion yuan, compared with 74.91 million last year, an increase of 3615.27%; attributable to shareholders of listed companies net profit 2.54 billion yuan, an increase of 168130.26%, the first quarter of last year, loss of 150,000 yuan. From the data point of view, the company during the reporting period a substantial increase in the scale of income and profitability of the rapid increase. In the first quarter of 2017, the main reason for the surge in performance was the rapid growth of the company's new energy business after the completion of the acquisition of Waltz in 2016. Specific performance for the power battery and new energy vehicles rental and operating business growth and stability, so that the strong benefit can benefit. As of the end of the reporting period, Waters lithium-ion battery (group) to achieve operating income of 2.494 billion yuan, net profit of 276 million yuan, lithium-ion battery (group) actual sales 1.11Gwh, up 65% over the same period last year; Rental and service business to achieve operating income of 220 million yuan, net profit of 8.091 million yuan.
At present, Waters accelerated the pace of development of power batteries, in April this year in Chenzhou power battery new base began production. And another large battery manufacturers Ningde era recently also have a big move, in April to carry a full range of lithium iron phosphate and three yuan batteries to 2017 European Battery Show, Shanghai Auto Show exhibitors, to speed up the process of domestic and foreign automotive automation. Source: First Finance
