CATARC report - September 2015: New Energy Vehicle trends in China

Production exceeds 20,000 units for fourth consecutive month

2015/10/07

Production volumes in China



This report is based on a report by Beijing CATARC Automotive Technology Development Company*;
MarkLines has edited and translated the company's report to prepare this report. Click here for a list of CATARC reports.

  Production volume of electrified vehicles in August 2015 in China increased by 6.8% month-over-month (m/m) and by 4.3-fold year-over-year (y/y) to 26,307 units (510 electric vehicles [EVs] equipped with lead-acid batteries were included). Production volume has exceeded 20,000 units for four consecutive months. It is forecasted that monthly production of electrified vehicles will continue to be maintained at 20,000 units due to the policies for promoting new energy vehicles that have been implemented by the government.


Fig. 1 Production volume of electrified vehicles (Mar. to Aug. 2015)



Production volumes in China

Table 1 Production volume of electrified vehicles by type in Aug. 2014 / Mar. to Aug. 2015

Type Aug.
2014
Mar.
2015
Apr.
2015
May
2015
Jun.
2015
Jul.
2015
Aug.
2015
y/y (%) m/m (%)
Plug-in hybrid passenger cars 1,590 3,315 1,523 4,932 6,674 5,700 6,779 326.4 18.9
Plug-in hybrid buses 863 802 956 1,512 1,656 1,660 2,142 148.2 29.0
Electric passenger cars 2,726 7,828 5,437 10,992 12,272 8,797 9,661 254.4 9.8
Electric buses 167 1,981 1,457 2,369 5,543 6,371 5,365 3,112.6 -15.8
Special-purpose electric vehicles 222 457 480 689 1,165 1,373 1,495 573.4 8.9
Hybrid passenger cars 603 34 555 520 584 698 865 43.4 23.9
Hybrid buses 0 0 0 18 0 29 0 - -100
Fuel cell passenger cars 4 0 10 0 0 0 0 -100 -
Total 6,175 14,417 10,418 21,032 27,894 24,628 26,307 326.0 6.8


Table 2 Production volume of electrified vehicles by type in Aug. 2015

 
HV
PHV
EV
Total
Passenger car
865
6,779
9,661
17,305
Bus
0
2,142
5,365
7,507
Special-purpose vehicle
0
0
1,495
1,495
Total
865
8,921
16,521
26,307



Fig. 2 Electrified vehicle production shares by type (Aug. 2015)

Plug-in hybrid vehicle (PHV)

  Production volume of plug-in hybrid vehicles (PHVs) in August 2015 increased by approximately 1,500 units from the previous month to 8,921 units. Of the 8,921 units, production volume of passenger PHVs increased by approximately 1,000 units m/m to 6,779 units, which accounted for 76% of the total PHV production share. BYD, which produces passenger PHVs, have been producing the Qin at two plants. Production volume of the Qin in August was approximately 5,000 units. Production volume of the Shanghai Automotive Industry Corporation (SAIC) Roewe 550 plug-in hybrid electric vehicle (PHEV) exceeded 1,500 units and that of the Brilliance BMW 530Le PHV exceeded 150 units.

  Production volume of plug-in hybrid buses increased by 29.0% m/m to 2,142 units, which accounted for 24% of the total PHV production share. Of the 14 bus makers that produced plug-in hybrid buses in August, the top five were China South Locomotive & Rolling Stock Corporation Limited (CSR), Anhui Ankai, Zhengzhou Yutong, Zhongtong Bus, and Suzhou King Long Bus. Total production volume of the top five bus makers accounted for 60% of the total plug-in hybrid bus production share. Production volume of plug-in hybrid buses for CSR was over 300 units and it ranked first place. Anhui Ankai beat Zhengzhou Yutong and ranked second place.

Electric vehicle (EV)

  Production volume of EVs in August 2015 was 16,521 units (367 passenger EVs and 143 special-purpose EVs, both equipped with lead-acid batteries, were included). Of the 16,521 EVs, 9,661 units were passenger EVs. 16 automakers produced passenger EVs in August 2015. The top five automakers (vehicles equipped with lead-acid batteries were excluded) were Zhejiang Geely, Hunan Jiangnan Automobile, Beijing Automotive Industry Holding Co., Ltd. (BAIC), China Anhui Jianghuai Automobile (JAC), and Chery Automobile. The segments of the passenger EVs that the top five automakers produced were mostly A00 to A0 classes.

  Production volume of electric buses declined by 15.8% m/m to 5,365 units. Of the 33 bus makers that produced electric buses in August 2015, the top five were Zhengzhou Yutong, Suzhou King Long Bus, Zhongtong Bus, Nanjing King Long Bus, and Xiamen King Long.

  Production volume of special-purpose EVs increased by 6.7-fold y/y and by 8.9% m/m to 1,495 units. Production volume increased for six consecutive months. 29 vehicle makers produced special-purpose EVs in August 2015. The number of vehicle makers increased by two from the previous month. The top three vehicles makers were Chongqing Lifan , BAIC, and Fujian New Longma Motor. Recently, vehicle makers, such as BAIC, Nanjing King Long Bus, and SAIC Motor Commercial Vehicle , have started producing special-purpose EVs.

Hybrid vehicle (HV)

  Production volume of hybrid vehicles (HVs) in August 2015 was 865 units. All of the 865 units were passenger HVs. Most of the HVs were produced by local JVs with Toyota; however, Dongfeng Nissan started producing the Murano HV in August.

Electrified vehicle import

  All of the 2,155 electrified vehicles that were imported in August 2015 were passenger cars. The number of imported vehicles slightly declined from the previous month. Most of the electrified vehicles that were imported were passenger HVs, which accounted for 72% of the total import share. The number of imported Tesla Model S’s doubled from the previous month; therefore, the number of passenger EVs that were imported in August was 438 units. Volkswagen (VW) started importing the Golf GTE; therefore, the number of PHVs that were imported in August was 150 units.



Trends in China

Industrialization of major technologies for new energy vehicles becomes one of nation's major manufacturing project

 On August 4, 2015, the National Development and Reform Committee (NDRC) introduced “major projects to enhance the competitiveness of the manufacturing industry.” Industrialization of major technologies for new energy vehicles has been incorporated into one of the six areas of focus. Projects for the industrialization of new energy vehicles will be divided into the following four categories.

(1) Industrialization of control systems for new energy vehicles
(2) Lightening weight of the body and structure of new energy vehicles
(3) Industrialization of plug-in hybrid systems
(4) Industrialization of drive batteries and battery systems

Zhongshan City: government introduces "subsidy system for new energy vehicles"

  The Zhongshan municipal government introduced the “subsidy system for the prevalence of new energy vehicles (2014 to 2015).” Enterprises and individuals that purchase new energy vehicles between January 2014 to December 2015 (the date when a license plate is acquired) and register the vehicles in areas under the jurisdiction of Zhongshan City are subject to the subsidy. The maximum amount of subsidy per vehicle (the total subsidy paid by the central, provisional, and municipal governments) is 70% of the vehicle price.

Subsidy list for EVs and PHVs (unit: ten thousands of CNY per vehicle)

Vehicle Cruising range of EV (km)
80≤R<150
100≤R<150
150≤R<250
R≥250
R≥50
Subsidy year
2014
2015
2014
2015
2014
2015
2014
2015
Passenger EV
2.66
2.52
3.8
3.6
4.56
4.32
-
-
Passenger PHV (including range extender vehicles)
-
0
-
-
-
-
2.66
2.52

Tianjin City: Largest fast charging stand in operation on trial basis

  On August 18, 2015, Tianjin South State Grid began operating the largest charging facility in Tianjin at Jinmen Lake on a trial basis. 10 fast charging stands have been installed at the charging facility. Charging services are mainly provided for new energy taxis and new energy vehicles for individual use that are registered in Tianjin City.

Shenzhen City: introduces "operation standard for EV charging stations"

 To enhance the safety of charging stations, the Market Supervision Administration of Shenzhen Municipality and the Shenzhen Development Planning Commission established the “operation standard for EV charging stations.” They introduced the standard on September 1, 2015. Provisions for charging stations, such as basic conditions, environmental control, worker conditions, equipment and safety control, and emergency system, are included in the standard.

Yangzhou City: government introduces “construction plan for new energy vehicle charging facilities and gas facilities”

 On August 3, 2015, the government of Yangzhou City, Jiangsu Province introduced a construction plan for new energy vehicle charging facilities and gas facilities. According to the plan, 3,800 new energy vehicles will be prevailed, gas facilities will be built in five locations in the center of the city, charging stations will be built in two locations, and 1,800 charging stands will be installed by the end of 2018.

Beijing New Energy Vehicle opens R&D center in Silicon Valley

  On August 21, 2015, Beijing New Energy Vehicle opened the Beijing New Energy Research and Development (R&D) Center in Silicon Valley. The center is the first overseas R&D center for new energy vehicles that was established by Chinese companies. The R&D center is a joint venture that was established by the following companies: Beijing New Energy Vehicle (new energy vehicle maker), Hefei Guoxuan High-Tech Power Energy (a company that produces material and cells for batteries), CETC Motor (a company that works with automotive electronic components and communication technologies), etc.

Lifan Group and Chongqing Liangjiang New Area Management Committee enters into new energy vehicle industry

  Lifan Industry (Group) and its subsidiary, Lifan International, concluded a strategic alliance with Chongqing Liangjiang New Area Management Committee. They agreed to invest in the “project for Lifan advanced new energy vehicle lithium-ion battery cells.” Investment in the project is approximately CNY 1.54 billion. A plant for the battery cells will be built in the development zone of Liangjiang New Area. 10 production lines will be installed at the plant. The plant will have an annual production capacity of 600,000 GWh. In addition to the production of battery cells, research and development of lithium-ion battery cells will be conducted at the plant.

TGOOD’s subsidiary and Xiamen King Long Motor Group concludes alliance

  On August 24, 2015, TGOOD’s subsidiary, Qingdao TELD New Energy, and Xiamen King Long Motor Group agreed to conclude a strategic alliance. Qingdao TELD New Energy and Xiamen King Long Motor will jointly sell new energy vehicles and provide after-sales services for these vehicles. They will also build and manage charging networks.

BMW builds charging stand networks in China

  On September 7, 2015, BMW announced that it would launch its charging stand network “Charge Now” as its first business strategy for new energy vehicles in China.

Reference:
Energy-saving and new energy vehicle network www.chinaev.org
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