CATARC report - October 2017: NEV trends in China

New energy vehicle production stabilizes in September

2017/11/13

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 vehicles [FCVs]; excluding vehicles equipped with a lead-acid battery) in September 2017 in China increased by13% month-over-month (m/m) and by 81% year-over-year (y/y). Production volume of EVs and PHVs accounted for 80% and 20%, respectively, of the production share. By vehicle type, production volume of passenger cars, buses, and special-purpose vehicles accounted for 70%, 12%, and 18%, respectively, of the production share.



Production volumes in China

Production volume of new energy vehicles by type in Sep. 2017 (Rounded figures)

(Unit)

EV PHV FCV
Passenger car 40,000 10,000 0
Bus 5,000 900 0
Special-purpose vehicle 6,000 0 0

(Note) EV and PHV figures are rounded to the nearest hundred.



EV

  Production volume of EVs in September 2017 increased by 16% m/m and by 91% y/y. Production volume of passenger EVs slightly declined by 1% m/m. On the contrary, production volume of electric buses and electric special-purpose vehicles increased by 42% m/m and 107% m/m, respectively. Production volume of electric special-purpose vehicles in September was the highest during the January to September 2017 period.

  36 automakers produced passenger EVs in September and 12 of them produced over 1,000 units. By drive battery, most of the vehicles were equipped with a ternary battery followed by a lithium-iron phosphate battery and lithium-ion manganese-oxide battery, accounting for 81%, 16%, and 3%, respectively, of the production share. 48 bus makers produced electric buses in September. Only one of them equipped its buses with a ternary battery in which only two units were produced. 61 vehicle makers produced electric special-purpose vehicles in September.

PHV

  Production volume of PHVs in September 2017 slightly declined from the previous month. Production volume of passenger cars declined by 5% m/m. On the contrary, production volume of buses increased by 41% m/m.

  Nine automakers produced passenger PHVs in September. By drive battery, vehicles equipped with a ternary battery accounted for 92% of the production share and those equipped with a lithium-iron phosphate battery accounted for 8%. 18 bus makers produced plug-in hybrid buses in September and only three of them produced more than 100 vehicles. By drive battery, vehicles equipped with a lithium-iron phosphate battery, lithium-iron phosphate battery combined with a supercapacitor, and lithium-ion manganese-oxide battery accounted for 20%, 20%, and 60%, respectively, of the production share. By fuel type, production volume of vehicles that used natural gas exceeded those that used diesel due to fuel price.



Trends in China

Shanghai municipal government releases development plan for FCVs”

  On September 5, 2017, the Shanghai Science and Technology Committee (STCSM), the Shanghai Economic and Information Technology Committee (EITC), and the Shanghai Municipal Development and Reform Commission released the “Shanghai FCV development plan.” They also announced that they finalized the short-term (2017 to 2020), medium-term (2021 to 2025), and long-term (2026 to 2030) goals.

  Under the short-term goal, one research and development center for hydrogen energy and fuel cell technology (having a global influence) and one FCV inspection center will be built. Also, the number of hydrogen stations will be increased from five to ten. Furthermore, two model districts for passenger car demonstration will be developed in which 3,000 passenger FCVs will be operated and trial runs of fuel-cell public buses and fuel-cell distribution vehicles will be proactively conducted.

  Under the medium-term goal, one FCV maker, two to three FCV powertrain suppliers, and eight to ten major component suppliers will be trained to become internationally competitive. For infrastructure, 50 hydrogen stations will be built, and at least 20,000 passenger cars and 10,000 special-purpose vehicles will be in operation.

  Under the long-term goal, Shanghai's FCV industry chain and value chain will be spread throughout China to promote energy conversion of the future society.

Beijing municipal government releases regulation on management of companies that produce new energy commercial vehicles

  On September 2017, the Beijing Municipal Commission of Economy and Information Technology, Beijing Municipal Development and Reform Commission, Beijing Municipal Commission of Science and Technology, Beijing City Management Committee, and Beijing Municipal Administration of Quality and Technology Supervision jointly released the “Beijing registry management regulation of new energy commercial vehicle makers and products.” Conditions for companies and products were clearly set forth in this “management regulation.”

  Conditions for companies:

  1. Companies must either be qualified as an independent corporation in addition to being qualified by the Ministry of Industry and Information Technology (MIIT) to manufacture products, or they must be authorized to sell products in China. Special-purpose vehicle makers must have been qualified for at least three years since receiving approval to produce their first new energy commercial vehicle. Bus makers must have been qualified to produce new energy vehicles for at least five years. New energy commercial vehicles produced must not have caused any accidents due to product defects. Accidents caused by core parts, such as drive batteries, motors, and engine control units (ECUs), must not have occurred for three years. Penalty records due to violating laws and regulations or product quality problems must not exist.
  2. Companies must have the capability to design, research, and produce new energy commercial vehicles, guarantee consistency of production products and product safety, provide after-sales service, collect drive batteries, and respond to accidents. Companies must have over 200 researchers and developers, and have the capability to independently develop and validate core parts, such as drive batteries, motors, and ECUs.
  3. Companies must have both a sales system and an after-sales service system. If a new energy commercial vehicle maker is not registered in Beijing City, it must either register at the Beijing Municipal Administration of Industry and Commerce or outsource the services to a sales organization that is qualified as an independent corporation in Beijing City. At least three maintenance service centers that are partnered-up with Beijing municipal government agencies must be built, and at least five public chargers per location must be installed. Quality assurance for a period of at least three years or a travel distance of at least 60,000 km is required for vehicles. Quality assurance for a period of five years or a travel distance of at least 200,000 km is required for core parts. Companies must establish a collecting system for used batteries.
  4. Companies must have a facility and the capability to constantly monitor and manage vehicles and core parts, such as drive batteries and motors.
  5. Companies must have a collecting system for used batteries and collect used batteries as requested by the MIIT.
  6. Companies must have a recall system for defective products and the capability to investigate defects. In addition, they must investigate and analyze products that may be defective.
  7. Companies must have the capability to respond to accidents and submit a feasible emergency response plan.
  8. Companies must establish a reliability system and execute it voluntarily. They must provide product consistency, product quality, safety management supervision, and after-sales service according to regulations.
  9. If a company is being newly registered and is registering a product, the company must report any accidents caused by the product in the last three years and improvements made to that product. If a company is already registered and is registering a new product, the company must report accidents and improvements made to the product.

  Conditions for products:

  1. New energy commercial vehicles must acquire a China Compulsory Certification (CCC) and be registered in China’s “recommended model list for the prevalence and promotion of new energy vehicles.” Vehicles must be on the “list of new energy vehicle models exempted from vehicle purchase taxes.”
  2. Vehicles must meet China’s current technical conditions and standards, such as the “notice on adjustments to the financial subsidy policy for new energy vehicles.”
  3. A fixed-form vehicle report, which specifies parameters―such as cruising range, total capacity of the drive battery, and energy density―and the quality assurance of the vehicle, must be submitted. Mid-size/large buses must be equipped with an automatic fire extinguishing system for their drive battery.
  4. To install an onboard terminal necessary for remote monitoring and exchange data, they must meet the conditions described in the GB/T 32960-2016 “technical standards for EV remote service and management system.”
  5. Vehicles must be equipped with information, handbook, and tools necessary for safety and emergency response.

Beijing municipal government releases first registration information of new energy commercial vehicles in 2017

  On September 22, 2017, the Beijing Municipal Commission of Economy and Information Technology released the first ”registration information of new energy commercial vehicles in Beijing City (2017).”  A total of four models by two vehicle makers (city bus, bus, and electric mail truck by Beiqi Foton Motor and electric mail truck by BYD) were registered.

No.

Company

Brand

Product

Product code

Electrical charge

Cruising range (km)

1

Beiqi Foton Motor Co., Ltd.

Foton

Electric city bus

BJ612EVA-37

101.5

176

2

Beiqi Foton Motor Co., Ltd.

Foton

Electric bus

BJ6117EVUA-1

182.5

331

3

Beiqi Foton Motor Co., Ltd.

Foton

Electric mail truck

BJ5023XYZEV1

31.2

185

4

BYD Auto Co., Ltd.

BYD

Electric mail truck

BYD5030XYZBEV

48

250

Beijing municipal government announces that 80,000 applications for purchase of new energy vehicles submitted

  On October 9, 2017, the Beijing municipal small bus guideline preparation and management office announced that 80,785 applications for the purchase of new energy small buses were submitted or carried-over as of October 8, 2017. A total of 5,266 applications were submitted by 3,434 entities.

A-segment sedan, 2017 Haima@3EV, launched

  The EV version of the Haima M3, 2017 Haima@3EV, was launched on October 10. The 2017 model comes in two versions, comfort and luxury, with base price tags of CNY 149,800 and CNY 157,800, respectively. Price tags after subsidy deduction are CNY 95,800 and CNY 103,800, respectively. Cruising range of the 2017 model has been expanded to 202 km. The vehicle can also be fast charged.

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

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