CATARC report - November 2016: New energy vehicle trends in China

New energy vehicle production in October declines on monthly and yearly basis


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 October 2016 declined by 2.9% month-over-month (m/m) and by 13.5% year-over-year (y/y) to 42,493 units. Compared to the same month in the previous year, production volume declined by approximately 7,000 units. Furthermore, while production volume in the fourth quarter of 2015 expanded, that of September and October 2016 declined year-over-year for two consecutive months. The main reason for the decline in production was because validation criteria for drive batteries and subsidies for commercial vehicles were not clarified.

  Looking at production share of new energy vehicles for October 2016 by vehicle type, passenger cars accounted for 77% of the production share, marking a record high, and special-purpose vehicles increased by 6 percentage point m/m. Of the passenger vehicles, passenger EVs increased by both month-over-month and year-over-year.

Fig. 1 Production volume of new energy vehicles (May 2016 to Oct. 2016)

Production volumes in China

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

Passenger car
Special-purpose vehicle

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

Plug-in hybrid vehicle (PHV)

  Production volume of PHVs in October 2016 was 6,727 units. By vehicle type, production volume of passenger cars declined by 27.6% m/m to 5,381 units and buses declined by 29.5% m/m to 1,346 units; both passenger car and bus production declined on a month-over-month basis.

  Eight automakers produced passenger PHVs in October. The top five automakers were BYD (Shenzhen), Chery Automobile, BYD (Xi'an), Shanghai Automotive Industry Corporation (SAIC), and Guangzhou Automobile Group (GAC). Automakers in the top five remained the same, but there was a slight change in ranking. Total production volume of the three automakers that ranked from 6th to 8th did not reach that of GAC which ranked 5th. By drive battery, production share of lithium-iron phosphate batteries, which were used in top-selling models—the BYD Qin and Tang, was the largest. Other models, other than Beijing Benz, all used ternary lithium-ion batteries. Foreign automakers, such as SAIC General Motors Corporation (SAIC-GM) and Beijing Benz, began production of passenger PHVs in 2016; however, they did not surpass the Chinese automakers in production due to subsidies, etc.

  Most of the plug-in hybrid buses produced in October were large buses and mid-size buses. The number of bus makers that produced plug-in hybrid buses in October declined by three from the previous month to 10. The top five bus makers were Yutong Bus, Hunan CSR Times Electric Vehicle (CSREV), Zhongtong Bus, Beiqi Foton, and Xiamen King Long. Most of the drive batteries used in plug-in hybrid buses were lithium-ion manganese oxide batteries; buses equipped with these batteries maintained a production share of approximately 80% for two consecutive months.

Electric vehicle (EV)

  Production volume of EVs in October 2016 was 35,800 units. Production volume of both passenger cars and special-purpose vehicles increased from the previous month; however, percentage increase in production was most significant for special-purpose vehicles, increasing by 51.4% m/m to 1,699 units. On the contrary, production volume of electric buses declined by 24.1% m/m to 6,684 units.

  Production volume of passenger EVs increased by 28% m/m and 12% y/y to 27,371 units. Only passenger EVs had a positive growth on a year-over-year basis. 20 automakers produced passenger EVs in October, and seven of them produced over 1,000 units. The top five automakers were Beijing Automotive Industry Holding (BAIC), Zhejiang Geely, Hunan Jiangnan Automobile, BYD (Xi'an), and Chery Automobile. BAIC and its BAIC brand ranked top by both automaker and brand for two consecutive months. By drive battery, passenger EVs equipped with a ternary battery accounted for 73% of the production share, while those equipped with a lithium-iron phosphate battery accounted for 27%, which was a decline in share.

  The number of bus makers that produced electric buses in October declined by three from the previous month to 31. The top five bus makers were Zhengzhou Yutong, Zhongtong Bus, BYD (Shenzhen), Yangzhou Yaxing Motor Coach, and CSREV. Production volume of electric buses with a length of 8 to 10 m has been expanding and accounted for 46.5% of the electric bus production share. By drive battery, production volume of electric buses equipped with a lithium-iron phosphate battery accounted for 93.6% of the production share. Production volume of buses equipped with a lithium-titanate battery was 300 units.

  The number of vehicle makers that produced electric special-purpose vehicles in October significantly increased from 18 from the previous month to 30. The top five vehicle makers were SAIC Motor Commercial Vehicle, Dongfeng Motor, Chongqing Ruichi Automobile, GreenWheel Electric Vehicle, and Jiangsu Aoxin New Energy Automobile. Production of electric special-purpose vehicles has been gradually recovering with the increase in demand for EVs used for logistics. By use, vehicles used for delivery had the highest production share, reaching 98%.

Fuel cell vehicle (FCV)

  Production volume of FCVs in October 2016 was 12 units of which all were fuel-cell buses produced by Foshan Feichi Automobile Manufacture. The bus uses a drive system that combines a 200 kW motor with a fuel cell and a composite battery. The Global Environment Facility (GEF), United Nations Development Programme (UNDP), and China Ministry of Science and Technology (MOST) expect to sustain the development of FCV technology with the start of a “project to promote the development of FCV commercialization in China.”

Trends in China

Dongfeng Nissan releases 2017 Venucia e30

  On November 11, Dongfeng Nissan announced that it would officially release the 2017 Venucia e30 at the Auto Guangzhou 2016, which will be held in November 2016. The e30 is Venucia‘s version of the Nissan Leaf. Cruising range of the 2017 model reaches 300 km.

Qoros unveils vehicles to exhibit at Auto Guangzhou 2016

  On November 10, Qoros Auto unveiled three vehicles that will be exhibited at the Auto Guangzhou 2016—the Qoros 3 GT crossover sedan, QamFree prototype, and Qoros 3Q LECTRIQ electric concept vehicle. The Qoros 3Q LECTRIQ electric concept vehicle is based on the Qoros 3 with a closed-type front grille. The vehicle has a cruising range of 350 km and a maximum speed of 162 km/h. Acceleration time of the vehicle from 0 km/h to 100 km/h is 7 seconds. Qoros plans to mass produce the Qoros 3Q LECTRIQ EV in 2017.

Zhongtong Bus wins new energy bus order for Xinjiang

 On November 7, Zhongtong Bus successfully bid on an order for 90 hybrid buses with a length of 10.5 m. These buses will be delivered to Urumqi City and run as public transportation in December. This was the largest order for new energy public buses for Xinjiang Uyghur Autonomous Region.

Jiangxi Special Electric Motor raises fund of CNY 1.84 billion; CNY 840 million to be used in development of lithium mica

 On November 8, Jiangxi Special Electric Motor Co., Ltd. announced that it would issue unlisted stocks at CNY 11.26 per stock and raise funds. The company will issue 163 million stocks and raise a fund of CNY 1.84 billion. Of the funds raised, CNY 840 million will be used to invest in a project to annually produce 10,000 tons of lithium carbonate, rubidium, and cesium. In addition, CNY 500 million each will be used to invest in a facility to produce motors for new energy vehicles, having an annual production capacity of 200,000 units, and in a facility for the company’s subsidiary—Jiangsu Joylong Automobile.

SAIC announces release of Roewe RX5 PHV

 On November 10, SAIC announced that it would exhibit and release the Roewe eRX5 PHV, which is based on the Roewe RX5, at the Auto Guangzhou 2016. The Roewe eRX 5 is equipped with the same intelligent system—developed by Alibaba—equipped in the Roewe RX 5. The vehicle also comes with a 1.5 TGI direct-injection turbo engine (maximum output of 169 hp) that combines a new transmission, achieving a maximum torque of 704 Nm. The vehicle has a fuel consumption of 1.6 L/100 km and a cruising range of 650 km (cruising range reaches 60 km in EV mode).

Energy-saving and new energy vehicle network
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.
The Energy-Saving and New Energy Vehicle Network information service provided by CATARC offers timely information on energy saving and new energy sources, and has functions that include marketing and technology consulting, research, and forecasting.