CATARC report - March 2018: NEV trends in China

New energy vehicle production increases by 286% y/y in February

2018/04/12

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.

  Although there were only 28 days in February in addition to a seven-day Chinese New Year holiday, 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 February 2018 in China increased by 286% year-over-year (y/y). It marked the second highest year-over-year growth rate following January. By vehicle type, production volume of EVs and PHVs accounted for 72% and 28%, respectively, of the production share, and passenger cars, buses and special-purpose vehicles accounted for 85%, 7%, and 8%, respectively, of the share.



Production volumes in China

EV

  Production volume of EVs in February 2018 increased by 4% month-over-month (m/m) and by 240% y/y.

  Production volume of passenger EVs increased by 25% m/m and by 222% y/y. 28 automakers produced passenger EVs in February and six of them produced over 1,000 units. By brand, Beijing Automotive Industry Holding Co. (BAIC) ranked first.

  Production volume of electric buses declined by 58% m/m and increased by 100% y/y. 16 bus makers produced electric buses and four of them produced over 100 units. Most of the electric buses produced in February had a length of 10 m or greater. By drive battery, most of the buses were equipped with a lithium-iron phosphate battery, followed by a lithium-ion manganese-oxide battery. None of the buses were equipped with a ternary battery.

  Production volume of electric special-purpose vehicles declined by 72% m/m and increased by 461% y/y. 23 vehicle makers produced electric special-purpose vehicles and four of them produced over 100 units. By use, most of the electric special-purpose vehicles were for cargo-transport use.

PHV

  Production volume of PHVs in February 2018 declined by 27% m/m and increased by 482% y/y.

  Production volume of passenger PHVs declined by 26% m/m and increased by 595% y/y. Nine automakers produced passenger PHVs and only two of them─BYD and SAIC Motor Corporation Limited (SAIC)─produced over 1,000 units. By brand, BYD and Roewe ranked first and second, respectively. By drive battery, all vehicles were equipped with a ternary battery.

  Production volume of plug-in hybrid buses in February declined by 71% m/m and by 75% y/y. Three bus makers produced plug-in hybrid buses and all of them produced less than 100 units. By drive battery, most of the buses were equipped with a lithium-ion manganese-oxide battery. By battery maker, CITIC Guoan MGL had the largest share while Huizhou Yipeng Energy Technology Co., Ltd. and Jiangsu Chunlan Clean Energy Research Institute Co., Ltd. had approximately the same percentage of shares. PHVs delivered by Contemporary Amperex Technology Co., Ltd. (CATL) continued to decline from the previous month and zero units were delivered in February.

FCV

  Two FCVs were produced in February 2018. These vehicles were Shudu FCVs produced by Chengdu Bus Co., Ltd.



Trends in China

MIIT minister Miao Wei announces that determining ratio of new energy vehicles is important

  Minister Miao Wei of the Ministry of Industry and Information Technology (MIIT) stated the following during an interview with China Central Television (CCTV) on the National Committee for the National People's Congress (NPC) and the Chinese People's Political Consultative Conference (CPPCC) in 2018. “The schedule for terminating sales of fossil fuel vehicles is under review. The ratio of new energy vehicles has been fixed to 8% in 2019 and 10% in 2020. Determining the ratio of new energy vehicles in 2021 and beyond is more urgent than determining when to terminate sales of fossil fuel vehicles.”

NEA installs 600,000 chargers in 2018

  On March 7, 2018, the National Energy Administration (NEA) released the “guideline on energy policies in 2018.” The NEA will unify standards for electric-vehicle charging facilities, develop construction plans for charging facilities, and promote development of efficient charging infrastructures. It will also install 100,000 public chargers and 500,000 private chargers (total 600,000 chargers) in 2018.

Regulations on foreign capital ratio will be eased or abolished

  On March 6, 2018, the 13th NPC press conference was held at the media center. Deputy director Ning Jiyi of the National Development and Reform Commission (NDRC) stated the following. “The NDRC, together with the state council department, will be revising the foreign investment negative list (regulatory list for foreign investors) in 2018. Furthermore, it will gradually apply the foreign investment negative list, which is being implemented in free trade zones on a trial basis, throughout China. Regulations on the service industry will be significantly eased, and that on the general manufacturing industry will be completely reduced. Regulations on foreign capital ratio and management scope on some industries will be eased or abolished.”

Seven ministries release trial plan on recycling storage batteries

 On February 26, 2018, seven ministries (the MIIT, etc.) jointly released the “trial plan on recycling storage batteries for new energy vehicles.” They will establish a recycling system for storage batteries by 2020 and form a new storage-battery commercial style. According to the plan, automakers, battery makers, and businesses that collect/scrap vehicles will jointly develop and use a route for collecting batteries based on extended producer responsibility (EPR)..

Baidu CEO Li Yanhong expects to acquire license plates for driverless vehicles

  On March 7, 2018, Chairman and CEO Li Yanhong of Baidu talked about driverless vehicles during an interview, which was conducted after the CPPCC group discussion. When asked if license plates could be assigned to driverless vehicles in the first half of 2018, he replied that they could and that they would be approved as soon as relevant provisions were executed.

  Baidu, together with Xiamen Golden Dragon Bus Co. Ltd., has been conducting research and development on driverless vehicles and has produced driverless small buses without a driver's seat nor a steering wheel. Regarding license plates being assigned to driverless vehicles and legalization of these vehicles running on public roads, Mr. Li Yanhong stated that since operations of driverless vehicles is restricted to ports and specific areas, they cannot run on public roads. However, driverless vehicles have been authorized to be tested on public roads in Beijing City and Shanghai City. The company has also applied for license plates in Beijing City and expects to acquire them soon. After it acquires the license plates, it will conduct vehicle running tests and accelerate the development of driverless vehicle technology.

SAIC to launch autonomous-car production model in 2018

  According to information from SAIC, the automaker will launch one autonomous-car production model under its own brand which will have autonomous features, such as autonomous parking, in 2018. In addition, Mr. Cheng Zhang, executive director of R&D at SAIC, announced that the automaker would start conducting autonomous driving tests on highways in 2019.

STO Express starts use of fuel cell vans

  STO Express Nanxiang Branch and Shanghai Xinrui Ecology Truck Technology Co., Ltd. signed a lease contract for fuel cell vans to be used for distribution transports. Shanghai Xinrui delivered two FCVs. The FCV is equipped with a fuel cell produced by Shanghai Re-Fire Technology Co., Ltd., and has a cruising range of over 300 km. Furthermore, the vehicle has a payload capacity of 3.5 tons and a box capacity of 15.7 cubic meters, and is produced by Dongfeng Special Vehicle Co., Ltd.

BYD starts accepting orders for Yuan EV360

  On March 9, 2018, BYD started accepting orders for its A0-segment SUV, Yuan EV360. The vehicle will be released in the second quarter of 2018 and will have a price tag of CNY 100,000 after subsidy. The powertrain adopts a permanent magnet synchronous motor with a maximum output of 130 kW and maximum torque of 310 Nm (developed by BYD) and a 43.2 kWh ternary lithium battery. The vehicle has a total cruising range of 305 km and a cruising range of 360 km at a constant speed of 60 km/h. Acceleration time from 0 km/h to 100 km/h is 8.9 seconds.

First hydrogen fueling station in southwest area starts operations

  On February 28, 2018, the Sichuan hydrogen-fueling model station began operations in the industrial park of Sichuan Jinxing Clean Energy Equipment Co., Ltd. located in Pidu Industrial Port, Chengdu City. Two Shudu CDK6900 fuel cell buses (9 m in length) were fueled with hydrogen at the station. The Shudu CDK6900 was jointly developed by Dongfang Electric Corporation and Chengdu Bus Co., Ltd. and is registered in the MIIT recommended model list. It has a hydrogen consumption of approximately 3.8 kg/100 km, a maximum speed of 69 km/h, and a cruising range of 500 km.

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

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