CATARC report - January 2018: NEV trends in China

New energy vehicle production records record high in December

2018/02/08

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 shares 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 December 2017 in China were as follows: production volume of EVs and PHVs accounted for 90% and 10%, respectively, of the production share, and by vehicle type, production volume of passenger cars, buses, and special-purpose vehicles accounted for 50%, 20%, and 30%, respectively, of the production share.



Production volumes in China

EV

  Production volume of EVs in December 2017 increased by 38% month-over-month (m/m) (110,000 units in November 2017) and by 70% year-over-year (y/y) (over 100,000 units in December 2016). By vehicle type, production volume of passenger cars, buses, and special-purpose vehicles recorded an increase by 13% m/m (70,000 units in November 2017), 99.8% m/m (10,000 units in November 2017), and 55% m/m (30,000 units in November 2017), respectively.

 50 automakers produced passenger EVs in December. Automakers have widely adopted the ternary battery as their secondary battery from the standpoint of safety; 86% of the automakers that produced passenger EVs adopted a ternary battery in their vehicles. The remaining automakers adopted a lithium-iron phosphate battery (12%) or a composite battery (2%). 82 bus makers produced electric buses in December 2017. Most of the electric buses produced had a length of 10 m or greater. 107 vehicle makers produced electric special-purpose vehicles in December 2017. Most of the electric special-purpose vehicles produced were for cargo-transport use, accounting for 73% of the production share. 

PHV

  Production volume of PHVs in December 2017 increased by 13% m/m (12,000 units in November 2017) and by 122% y/y (approximately 86,000 units in December 2016). By vehicle type, production volume of passenger PHVs increased by 9% m/m (10,000 units in November 2017) and that of plug-in hybrid buses increased by 30% m/m (2,000 units in November 2017).

 13 automakers produced passenger PHVs in December. By brand, BYD and Roewe ranked first and second, respectively. As for drive batteries, three vehicles were equipped with a lithium-iron phosphate battery and the remaining vehicles were equipped with a ternary battery. 23 bus makers produced plug-in hybrid buses in December and 12 of them produced over 100 units. Production volume of 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%, 10%, and 70%, respectively, of the production share. Production volume of vehicles that used natural gas continued to exceed those that used diesel due to fuel price.



Trends in China

Beijing municipal government releases China’s first regulation on testing of autonomous cars on public roads

  On December 15, 2017, the Beijing Municipal Commission of Transportation, Beijing Traffic Management Bureau, and Beijing Municipal Commission of Economy and Information Technology jointly released the “guidance opinion on the promotion of testing autonomous cars on public roads (trial)” and “detailed regulation on the management of testing of autonomous cars on public roads (trial).”

The “detailed regulation” prescribes the following.

  • Vehicles that are to be tested on public roads must meet China’s safety standards for motor-vehicle operation. Vehicles must have two driving modes (automatic and manual), and must be capable of switching modes at any time.
  • To ensure safety of testing vehicles on public roads, tests at a traveling distance greater than required on a test course under the prescribed environment must be conducted.
  • A driver must be seated in the vehicles during testing on public roads. The driver is required to enroll in an insurance policy for traffic-accident compensation or acquire a guarantee letter for the compensation. If a test vehicle causes any accidents, punishment according to the road traffic law and relevant provisions will be applied.

NDRC starts establishment for nationwide emissions-trading market

  On December 19, 2017, Mr. Zhang Yong, vice minister of the National Development and Reform Commission (NDRC), announced that the government would build and start a nationwide emissions-trading system by officially releasing the “construction plan for a nationwide carbon-emissions-trading market (power department)” (hereinafter the “plan”). According to the plan, it will expand nationwide from power businesses. Hubei Province and Shanghai City will be the first to register and develop a trading system for nationwide carbon-emissions rights and will be later joined by the following cities and provinces―Beijing City, Chongqing City, Guangdong Province, Jiangsu Province, Fujian Province, and Shenzhen City.

China hydrogen-energy standard is officially released

  On December 6, 2017, the China Energy Conservation Association, China Industrial Innovation of Green Design and Manufacturing, and China Hydrogen Energy Industry Alliance officially released China’s first hydrogen-energy standard. This standard “Fuel Hydrogen Gas for Proton-Exchange Membrane Fuel-Cell Vehicle” (T/CECA-G0015-2017) was jointly formulated by 11 research institutes, including Tongji University, Dalian Institute of Chemical Physics-Chinese Academy of Sciences, and China National Institute of Standardization. This standard will play a leading role in the research and development of fuel cell technology in China.

CATARC releases China’s first EV TEST results and regulations on subjective assessment

 On December 25, 2017, the EV-TEST management center of the China Automotive Technology & Research Center (CATARC) released the first “EV-TEST” results and regulations on subjective assessment. Of the nine models by nine automakers that went through the first EV-TEST, the Geely Emgrand EV was rated five stars (highest) and the Zhidou D2 was rated one star (lowest).

 Vehicles that went through the EV-TEST were divided into two groups─mini car (less than 4 m in length) and standard-sized car (4 m or more in length) according to the management regulation. Each vehicle was tested in five areas (total of 14 tests) and was assessed according to its overall performance.

Contemporary Amperex ranks first for drive-battery capacity in January to November 2017 period

  Capacity of drive batteries equipped on vehicles produced during the January to November 2017 period was 24.56 GWh. The top 10 battery makers were Contemporary Amperex, BYD, OptimumNano, Guoxuan High-Tech, BAK, Farasis Energy, Tianjin Lishen, Jiangsu Zhihang, Fusite, and Phylion. Capacity of drive batteries by the top 10 battery makers accounted for 75.5% of the total share.

NIO Auto plans to sell 20,000 ES8s in nine-month period
 According to news reports, NIO Auto will begin delivering its first production vehicle, ES8, in March 2018. NIO Auto plans to sell 20,000 to 30,000 units from March to December 2018. Since the automaker started receiving orders for the ES8 from December 16, 2017, it already received orders for 10,000 units.

Chery unveils new autonomous car at CES 2018
 Chery Automobile unveiled the Arrizo 5 CES autonomous car equipped with the Baidu Apollo 2.0 system at the CES (international consumer electronics show) 2018. The exhibition model was equipped with a 360-degree sensor system consisting of nine cameras, four millimeter-wave radars, and twelve ultrasonic sensors, as well as an Adaptive Cruise Control (ACC), Lane Keeping Assist (LKA) system, lane-change assist system, and Human Machine Interface (HMI). Chery Automobile plans to produce a model which adopts the autonomous-driving Level 3 technology in 2020.

Lifan launches 330EV C version
 Lifan New Energy launched the Lifan 330EV C version. The model comes in two versions with a price tag of CNY 111,200 and CNY 116,200, respectively. If the model is subject to the 2017 subsidy policy, the vehicle price will become CNY 51,800 and CNY 56,800, respectively. The model is equipped with an AC asynchronous motor with a maximum output of 82 ps (60 kW) and a maximum torque of 200 Nm, and a 140 Wh/kg drive battery. The model has a cruising range of 180 km, constant-speed cruising range of 260 km, and energy consumption of 12.2 kWh/100 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.
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.