CATARC report - May 2019: NEV trends in China

New energy vehicle production maintains 100,000 units in April

2019/06/14

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 (excluding vehicles equipped with a lead-acid battery) in April 2019 declined by 1.02% month-over-month (m/m) to 106,427 units. Production volumes of new energy vehicles in April for electric vehicles (EVs) and plug-in hybrid vehicles (PHVs) accounted for 80% and 20%, respectively, of the production share. By vehicle type, production volumes of passenger cars, buses, and special-purpose vehicles accounted for 93%, 5%, and 2%, respectively, of the share.



Production volumes in China

EV

 Forty-two automakers produced passenger EVs in April 2019, and BYD was the only one that produced over 10,000 units. By brand, BYD, BAIC, and Changan ranked first, second and third, respectively. Most of the vehicles were equipped with a ternary battery.

 Thirty-six bus makers produced electric buses in April. Most of the buses were equipped with a lithium-iron phosphate battery, and none were equipped with a ternary battery. Zhengzhou Yutong Bus was the only one that produced over 1,000 units.

 Thirty vehicle makers produced electric commercial vehicles in April, and BYD was the only one that produced over 1,000 units. Most of the vehicles were equipped with a lithium-iron phosphate battery.

PHV

 Sixteen automakers produced passenger PHVs in April 2019. By brand, BYD, Toyota, and BMW ranked at the top, while Roewe dropped to 12th in rank. All of the vehicles were equipped with a ternary battery.

 Five bus maker produced plug-in hybrid buses in April. Most of the vehicles were equipped with a lithium-titanate battery. Batteries produced by Yinlong accounted for the majority of the battery share.

 Production volume of plug-in-hybrid special-purpose vehicles in April was one unit. Yuan Cheng Auto, a subsidiary of Geely, produced the vehicle. The vehicle was equipped with a ternary battery.

FCV

 Production volume of fuel cell vehicles (FCVs) in April 2019 was 78 units of which 74 units were fuel-cell buses and four units were fuel-cell special-purpose vehicles. Most of the vehicles were equipped with either a lithium-ion manganese-oxide battery or a ternary lithium-ion battery.



Trends in China

EVs and HCFVs develop; MIIT reveals direction of new energy vehicles

 On April 23, Huang Libin, a spokesman for the Ministry of Industry and Information Technology (MIIT) and the director of the Operation Monitoring Coordination Bureau, stated the following at the press conference held by the State Council Information Office.

・Hydrogen fuel cell vehicles (HFCVs) and EVs are important technical routes for new energy vehicles. Currently, industrialization of HFCVs is advancing slower than that of EVs. The level of HFCVs in China for its basic materials and parts is not at the internationally advanced level. Thus, the cost of the vehicles is high and the development of hydrogen-energy infrastructures is slow. Issues with the development of HFCV technology exists. Furthermore, since the development of HFCVs depends on that of the entire hydrogen-energy industrial chain―in addition to the optimization of policies, standards, and regulations―it can be said that increasing the use of HFCVs will be more difficult than that of EVs. By having the MIIT work with the relevant departments, pilot operations of HFCVs will be expanded, HFCVs will be industrialized, challenges in commercialization will be solved, and innovative development of hydrogen-energy and HFCV industries in China will be promoted.

・Further improvement to the quality of new energy vehicles will be made in the future. Construction of charging facilities will be accelerated, public chargers will be properly arranged, and preferential treatment for use will be further provided. Furthermore, in addition to transferring local subsidies to the construction of charging infrastructures, etc., safety level of new energy vehicles will be raised by establishing a safety inspection system.

Development of connected-car system progresses

 The 5th connected-car technology and standard law international conference was held in Tianjin from May 8 to 9. Gradual progress of the development of standard systems for connected cars in China was revealed. In regards to the standards for advanced driver assistance systems (ADAS), six items were reviewed and are in the application approval stage. Nine more items are being formulated, and drafts of relevant standards are being revised. The connected-car standard system for China consists of 95 items in total and is classified into four categories: fundamental, general specification, application of products and technologies, and relevant standards.

 Development of future connected-car standards will be promoted from the following four aspects.

1. Establishment of frameworks and system development guidelines for connected-car standardization will be promoted, commonization of fundamentals and standards required by the industry will be established, and bottlenecks will be solved.
2. Pilot demonstrations will be promoted, and advancement of technology through application of research results will be encouraged.
3. Crossover effect of standardization will be exerted. Connected-car technology will be crossed-over many areas, such as automobiles, telecommunications, and road traffics, and intelligence will be brought to many industries. Fusion of technologies across industries through standardization will be promoted.
4. International exchange will be strengthened by active participation in international standards conferences, and internationalization of standards will be targeted.

MIIT implements review of FY 2018 double-credit summary

 On April 28, the MIIT Department of Equipment Industry released a notice on the “review of fiscal year (FY) 2018 double-credit data summary”.

 “Methods to simultaneously manage corporate average fuel economy (CAFE) and new energy vehicle credits for passenger car companies” (double credit policy) were approved by the MIIT in September 2017. The double credit policy stipulates the following two calculation methods―CAFE and new energy vehicle credits―for passenger car companies. Mandatory reviews of new energy vehicle credits for passenger car companies were brought into effect from 2019 by the MIIT.

 On April 9, 2019, the MIIT Department of Equipment Industry released the “status of the FY 2018 CAFE and new energy vehicle credits for passenger car companies”. Double credit results of 112 local automobile companies and 29 overseas automobile companies were officially released. SAIC Motor Corporation Limited (SAIC) achieved the highest average fuel economy credit, which was approximately 1.26 million points. BYD Auto achieved the highest new energy vehicle credit, which was approximately 494,700 points. As for the summary result of new energy vehicle credits, 46 companies had zero points. Local companies performed relatively well, but foreign companies struggled overall.

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.