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

New energy vehicle production exceeds 150,000 units in first half of 2016

2016/08/08

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. Click here for a list of CATARC reports.

 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 June 2016 increased by 78.5% year-over-year (y/y) and 48% month-over-month (m/m) to 44,549 units. Production volume exceeded 40,000 units for the first time in 2016. Looking at production volume of new energy vehicles by vehicle type, production volume of plug-in hybrid buses declined by 48.9% y/y. On the contrary, production volume of other vehicles increased both on a year-over-year and month-over-month bases, with electric special-purpose vehicles having the highest increase. Production volume of passenger EVs consecutively accounted for more than 50% of the new energy production share. Production volume of electric special-purpose vehicles exceeded 2,000 units and accounted for 5% (significantly increasing from the previous month of less than 1%) of the new energy production share. Production volume in the January to June 2016 period nearly doubled year-over-year, exceeding 150,000 units.

Fig. 1 Production volume of new energy vehicles (Jan. 2016 to Jun. 2016)



Production volumes in China

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

 
PHV
EV
Total
Passenger car
8,974
24,072
33,046
Bus
838
8,507
9,345
Special-purpose vehicle
0
2,158
2,158
Total
9,812
34,737
44,549

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

Plug-in hybrid vehicle (PHV)

  Production volume of PHVs in June 2016 was 9,812 units. Of the 9,812 units, production volume of passenger PHVs increased by 34.8% m/m and 20.3% y/y to 8,974 units. Six automakers produced passenger PHVs in June. These automakers were BYD (Shenzhen and Xi'an), Shanghai Automotive Industry Corporation (SAIC), Zhejiang Haoqing Automobile, Guangzhou Automobile Group (GAC), First Automobile Works (FAW), and Beijing Benz. The BYD Qin and Tang ranked first and second for production volume of passenger PHVs. SAIC produced more than 2,000 Roewe 550 PHEVs while the other automakers produced less than 1,000 vehicles. Passenger PHVs with an EV cruising range of 50 to 70 km accounted for 66% of the passenger PHV production share and that of over 70 km accounted for 34%.

  Production volume of plug-in hybrid buses in June 2016 slightly increased from the previous month to 838 units. All of the plug-in hybrid buses produced has a length of 8 m or greater. Most (70%) of them were large buses with a length of 10 m or greater. The number of bus makers that produced plug-in hybrid buses in June was 11, which was the same as the previous month. The top five bus makers were Yutong Bus, Suzhou King Long Bus, Zhongtong Bus, Xiamen King Long, and Dongfeng Motor. Of the top five bus makers, three of them produced more than 100 buses.

  By secondary battery, plug-in hybrid bus production share in June of buses equipped with a lithium-ion manganese oxide battery, lithium-nickel manganese cobalt oxide (NMC) battery, and lithium-iron phosphate battery & supercapacitor were 54% (highest), 19%, and 14%, respectively. Production share of plug-in hybrid buses equipped with only a lithium-iron phosphate battery was 4%. Production share of plug-in hybrid buses equipped with a natural gas engine further declined from the previous month to 39%, and that of buses equipped with a diesel engine was 61%.

Electric vehicle (EV)

  Production volume of EVs in June 2016 was 34,737 units of which 24,072 units were passenger EVs. 23 automakers produced passenger EVs in June, and nine of them produced over 1,000 units. The top five automakers were Zhejiang Geely, Beijing Automotive Industry Holding Co. (BAIC), Shenzhen BYD, Hunan Jiangnan Automobile, and Xi'an BYD. Each of them produced more than 2,000 units. Zhejiang Geely consecutively ranked first, and BAIC—producing approximately 4,000 units—ranked second. Shenzhen BYD surpassed Xi'an BYD in rank due to the production of the new e6.

  By secondary battery, NMC batteries have become the mainstream in passenger EVs, having a passenger EV production share of more than 70%. Passenger EVs equipped with only a lithium-iron phosphate battery accounted for less than 30% of the production share. Cruising range of passenger EVs has been increasing these past few months. Average cruising range of passenger EVs that were produced in June 2016 increased by 27% y/y to 199.02 km. Passenger EVs with a cruising range of 150 to 200 km accounted for 63% of the production share, and those with a cruising range of over 200 km accounted for 37%.

  Production volume of electric buses in June 2016 increased by 96.8% y/y and 19.9% m/m to 8,507 units. The number of bus makers that produced electric vehicles increased for three consecutive months and has reached 38. The top five bus makers were Zhengzhou Yutong, Zhongtong Bus, Zhuhai Guangtong Automobile, Xiamen Golden Dragon Bus, and Nanjing King Long Bus. Production share of electric buses that were produced in June with a length of 8 to 10 m was 45% (highest). Production share of electric buses with a length of over 10 m used for public transport declined to 26%. The secondary battery equipped on most (92%) of the electric buses was the lithium-iron phosphate battery. 577 electric buses equipped with a lithium-titanate battery were produced in June and reached a production share of 7% for the first time.

  Production volume of electric special-purpose vehicles in June 2016 increased by 2.7-fold y/y and 7.5-fold m/m to 2,158 units. The number of vehicle makers that produced electric special-purpose vehicles in June decreased by two to 26. The top five vehicle makers were Dongfeng Motor, Dalian Automotobile Kamaz Special Purpose Vehicle, SAIC Motor Commercial Vehicle, Ganzhou Special Automobile Works, and Sinotruk Group Chengdu Wangpai Commercial Vehicle. Factors that lead to the increase in production of electric special-purpose vehicles were increase in vehicle demands for logistics and local-government use and each local government took measures to save these vehicle makers. 81% of the electric special-purpose vehicles produced in June were for delivery.



Trends in China

Geely announces its plan for launch of Emgrand HV and CMA platform

 On June 30, 2016, Geely Automobile announced that it would launch the Emgrand HV, PHV, and 48V mild HV in the second half of 2016, 2017, and 2018, respectively. In addition, the automaker will release its product strategy for its CMA-platform drive trains and new energy vehicles in the second half of 2016.

 The CMA platform is a new platform that was developed by Volvo. The platform can be used for gasoline vehicles, EVs, HVs, PHVs, ethanol vehicles and methanol vehicles. The new energy vehicles based on this platform will be produced at the Zhangjiakou plant and launched into the market in 2017.

JAC considers building EV plant in Bulgaria

 According to a report that was issued on July 2, 2016, China Anhui Jianghuai Automobile (JAC) is considering to produce EVs in Bulgaria. Upon discussions with Bulgarian government officials, JAC will work with local parts suppliers and build a vehicle assembly plant.

Rongcheng HawTai releases xEV260

 Rongcheng HawTai Automobile Co., Ltd. unveiled the new xEV260 EV, based on the New Santa Fe, at the Beijing Motor Show 2016 and officially released the vehicle on June 30, 2016. Vehicle selling price ranges from CNY 249,800 to 272,800 (excluding subsidies). The xEV260 is equipped with a water-cooled permanent magnet synchronous motor with a maximum output of 80 kW (109 PS) and maximum torque of 220 Nm. The vehicle is also equipped with a secondary battery with a capacity of 49.9 kWh. The vehicle has a cruising range of 266 km and a constant-speed cruising range of 332 km.

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

The China Automotive Technology & Research Center (CATARC) is affiliated with the State-owned Assets Supervision and Administration Commission of the State Council (SASAC). CATARC assists the government in such activities as formulation of auto standards and technical regulations, product certification testing, quality system certification, industry planning, policy research, information services, and common technology research.
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