CATARC report - September 2019: NEV trends in China

New energy vehicle production is 68,249 units in August

2019/10/10

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 August 2019 declined by 7.17% month-over-month (m/m) to 68,249 units. Production volumes of new energy vehicles in August for electric vehicles (EVs) and plug-in hybrid vehicles (PHVs) accounted for 85% and 15%, respectively, of the production share. By vehicle type, production volumes of passenger cars, buses, and special-purpose vehicles accounted for 94%, 3%, and 3%, respectively, of the share.



Production volumes in China

Table 1 New energy vehicle production volumes by vehicle type (April to August 2019)

  Apr. May Jun. Jul. Aug.
Passenger car 98,905 97,487 112,384 58,813 64,351
Bus 5,391 4,436 7,751 13,238 1,764
Special-purpose vehicle 2,131 9,217 9,042 1,470 2,134
Total 106,427 111,140 129,177 73,521 68,249


Table 2 New energy vehicle production volumes for PHVs, EVs, and FCVs (April to August 2019)

  Apr. May Jun. Jul. Aug.
EV 85,079 94,169 113,676 57,342 58,117
PHV 21,270 16,617 15,501 16,174 10,117
FCV 78 359 n.a. 5 15
Total 106,427 111,140 129,177 73,521 68,249

EV

 Production volume of passenger EVs in August 2019 was 54,260 units. Forty-one automakers produced passenger EVs, and only BAIC produced over 10,000 units. By brand, BAIC ranked first for production, followed by Baojun and Trumpchi, with production volumes of 15,573 units, 8,136 units, and 4,771 units, respectively. Most of the vehicles were equipped with a ternary battery.

 Production volume of electric buses in August was 1,749 units. Twenty-eight bus makers produced electric buses. Most of the buses were equipped with a lithium-iron phosphate battery, and none were equipped with a ternary battery. The top three bus makers that produced the most buses were Zhengzhou Yutong Bus, Hunan CRRC Times Electric Vehicle, and Zhongtong Bus.

 Production volume of electric special-purpose vehicles in August 2019 was 2,108 units. Twenty-nine vehicle makers produced electric special-purpose vehicles. Most of the vehicles were equipped with a lithium-iron phosphate battery.

PHV

 Production volume of passenger PHVs in August was 10,091 units. Thirteen automakers produced passenger PHVs. The top three automakers that produced the most vehicles were BMW, BYD, and Roewe, with production volumes of 3,551 units, 1,930 units, and 1,553 units, respectively. All of the vehicles were equipped with a ternary battery.

 Production volume of plug-in-hybrid special-purpose vehicles in August was 26 units. Only the Geely Automobile Yuancheng brand plug-in-hybrid special-purpose vehicles were produced. The vehicles were equipped with a ternary battery.

FCV

 Fifteen fuel cell vehicles (FCVs) were produced in August 2019. All of the FCVs were buses and equipped with a lithium-iron phosphate battery.



Trends in China

MIIT officially issues “guide to establish and operate new energy battery recycling-service networks (public comment)”

  On September 10, the Department of Energy Conservation and Resource Utilization of the Ministry of Industry and Information Technology (MIIT) publicly issued a notification on “the guide to establish and operate new energy battery recycling-service networks” (hereinafter referred to as the guide).

  In January 2018, the MIIT publicly issued a notification on “the regulation to control recycling of new energy vehicle batteries” and recommended that automakers establish recycling-service networks for batteries. This guide clearly requires all automakers to establish and operate drive battery recycling networks.

  The main contents of the guide are as follows:
  (1) A centralized storage network will be established in areas where the number of vehicles owned exceeds 8,000 units.
   (2) The storage area of a recycling-service network will be at least 15 square meters, and the amount of used batteries that can be stored will be five tons maximum. The storage area of a recycling-service network for a centralized storage will be at least 100 square meters, and the amount of used batteries that can be stored will be 40 tons maximum.
   (3) Facilities will be identified with a code and equipped with fire protection and safety equipment.
   (4) The guide manages used batteries by ranking them into A, B, or C based on their characteristics, such as material, type, and degree of danger. Batteries will be stored separately by type.

2019 International Forum (TEDA) on Chinese Automotive Industry Development held in Tianjin City

  The 2019 International Forum (TEDA) on Chinese Automotive Industry Development was held in Binhai New Area, Tianjin City from August 30 to September 1. The Department of Industry of the National Development and Reform Commission (NDRC) announced that it will accelerate the development of EVs and intellectualization. In the aspect of intellectualization, the department will immediately launch a “development strategy for intelligent automotive innovation”.

  The Economic Construction Department of the Ministry of Finance (MOF) stated the following:
   1. Widespread use of FCVs is not proceeding in China. The reasons are as follows: outstanding results for FCV core technology and parts have not been produced, construction of infrastructures has not progressed, standards and regulations have not been developed, and systems to manage hydrogen gas as energy have not been established. Furthermore, FCVs are technically different from EVs and conditions for optimal use differ. In the future, FCVs should complement and coexist with EVs, and neither vehicles should replace each other. China will continue to proceed towards developing all-electric vehicles, and its technical route will not be wavered.
   2. The current economy for new energy vehicle technology in China is not yet competitive with that for fossil fuel vehicles; there is also a certain gap with the global economy for advanced new energy vehicles. The performance of drive batteries still does not fully meet the users’ demands. Automakers in China depend on imports for key parts, such as vehicle control chips and motor controllers.
   3. Charging infrastructures are developing relatively fast, but they are still lacking. Furthermore, average utilization and profitability are still low, and infrastructures are immature as a business model. Charging convenience, speed, and intellectualization are also far from meeting market needs.

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.
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