CATARC report - May 2016: New Energy Vehicle trends in China

New energy vehicle production from January to April hits 78,000 units

2016/06/07

Production volumes in China (Summary)

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.

 Production volume of new energy vehicles (electric vehicles [EVs], plug-in hybrid vehicles [PHVs], and fuel cell vehicle [FCVs]; excluding vehicles equipped with lead-acid batteries) in April 2016 in China increased by 264.4% year-over-year (y/y) and by 35% month-over-month (m/m) to 31,360 units. By vehicle type, passenger cars accounted for 66% and buses accounted for 33% of the new energy vehicle production share in April 2016. Of the new energy production share, passenger EVs accounted for approximately 50%. Production volume of special-purpose vehicles dropped from the 8% from the previous month to 1%. Production volume of new energy vehicles in the January to April 2016 period was 78,100 units.

Fig. 1 Production volume of new energy vehicles (Nov. 2015 to Apr. 2016)



Production volumes in China

Table 1 Production volume of new energy vehicles by type in Mar. 2016

 
PHV
EV
Total
Passenger car
5,584
15,121
20,705
Bus
1,610
8,746
10,356
Special-purpose vehicle
0
299
299
Total
7,194
24,166
31,360

Fig. 2 New energy vehicle production shares by type (Apr. 2016)

Plug-in hybrid vehicle (PHV)

  Production volume of PHVs in April 2016 was 7,194 units of which 5,584 units were passenger PHVs. Six automakers produced a total of 10 passenger PHV models in April. These automakers were BYD (Shenzhen and Xi'an), Shanghai Automotive Industry Corporation (SAIC), Guangzhou Automobile Group (GAC), Zhejiang Haoqing Automobile, Brilliance BMW, and Chery Automobile. The BYD Tang consecutively ranked first for production volume of passenger PHVs; however, production volume slightly declined from the previous month.

  Production volume of plug-in hybrid buses in April 2016 increased by 3.7-fold m/m to 1,610 units. The number of bus makers that produced plug-in hybrid buses in April increased by four from the previous month to 14. The top five were Hunan CSR Times Electric Vehicle, Suzhou King Long Bus, Zhongtong Bus, Shanghai Shenlong Bus (SGS), and Xiamen King Long. As in the previous month, most of the plug-in hybrid buses that were produced were buses with a length of 10 m or greater, which accounted for 89.6% of the plug-in hybrid production share. The remaining 10.4% were buses with a length of 8 m or greater. The buses were mainly equipped with a parallel hybrid system, and 50% of them were equipped with a natural gas engine while the other 50% were equipped with a diesel engine.

Electric vehicle (EV)

  Production volume of EVs in April 2016 was 24,166 units. Of the 24,166 units, 15,121 units were passenger EVs, which accounted for more than 50% of the new energy vehicle production share in April. 20 automakers produced passenger EVs in April. The top five were Zhejiang Geely, China Anhui Jianghuai Automobile (JAC), BYD, Beijing Automotive Industry Holding Co. (BAIC), and Hunan Jiangnan Automobile. Production volume of Zhejiang Geely vehicles, which included the three brands—Zhidou, Geely, and Geely Meiri, exceeded 3,500 units, placing first for production volume of passenger EVs. Cruising range for all passenger EV models were 150 km and greater. Vehicles with a cruising range of 151 to 200 km accounted for 54% of the passenger EV share.

  Production volume of electric buses in April 2016 increased by 180% m/m to 8,746 units. The number of bus makers that produced electric buses in April increased by three from the previous month to 31. The top five were Zhengzhou Yutong (ranked first), Zhongtong Bus, Ankai Automobile, Beiqi Foton, and Yantai Shuchi Bus Co., Ltd. Of the electric buses produced in April, buses with a length of 8 to 10 m had the largest production share. Mid-size buses with a length of 6 to 8 m accounted for 25% of the production share, further decreasing in share since the previous month when it dropped below a 50% share. For the secondary battery, electric buses mainly use a lithium-iron phosphate battery.

  Production volume of special-purpose EVs in April 2016 was 299 units, which was less than one-fifth of the production volume in March. 28 vehicle makers produced special-purpose EVs in April. The top five were Hebei Changan Automobile, Ganzhou Special Automobile Works, Putian New Energy Vehicle (Shandong) Co., Ltd., SAIC Motor Passenger Vehicle, and GAC Gonow Automobile. Usage of special-purpose EVs was mainly to transport cargos, but cargo transportation share decreased from the previous month while garbage collection (operated by the municipal government) share increased.



Trends in China

Geely starts construction of vehicle plant and produces new energy vehicles with Volvo

 On April 29, 2016, Geely Group started construction of a mid- and high-end passenger car plant with a production capacity of 300,000 units per year, in Hangzhou Bay New Zone, Ninbo City. The company invested CNY 13 billion in the plant and aims to start vehicle production in 2018. The plant will mainly produce premium new-energy vehicles.

DENZA to install 650 exclusive charging poles by end of 2016

 On April 25, 2016, DENZA presented its new life solution at the Beijing Motor Show. DENZA stated that it will install 650 exclusive charging poles for DENZA vehicles nationwide by the end of 2016. While many passenger EVs use a battery with a rated voltage of 330 to 380 V, DENZA vehicles use a battery with a rated voltage of 475 V, enabling them to increase their charging speed. However, there are mainly two types of charging poles—250 to 450 V and 250 to 750 V. The 250 to 450 V charging pole cannot quickly charge the Denza vehicles. Thus, Denza decided to install its own exclusive charging poles.

BJEV starts operation of battery swap station

 On April 26, 2016, a Beijing Electric Vehicle Co. (BJEV) battery swap station management forum took place in Beijing City. At the forum, BJEV announced that it will construct a nationwide battery swap station network. The automaker will install 100 battery swap stations and provide battery swap services to 8,000 and more EVs in 2016.

 On July 4, 2015, BJEV formed a strategic alliance with SINOPEC Beijing Oil Products Company. The automaker faced challenges on installation sites; however, it was able to overcome the challenge by constructing battery swap stations at SINOPEC’s gasoline stations. BJEV will start operations of the Beijing Expo highway charging and swap station in April 2016 that it built with SINOPEC.

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

* China Automotive Technology & Research Center (CATARC) is affiliated to the State-owned Assets Supervision and Administration Commission of the State Council (SASAC). CATARC assists the government in such activities as auto standard and technical regulation formulating, product certification testing, quality system certification, industry planning, policy research, information service and common technology research. Beijing CATARC Automotive Technology Development Company is the Beijing office and a sole subsidiary of CATARC. The Beijing office researches on policies, technical regulations, and standards for promoting Chinese automotive industry.