The hottest investment puzzle policy of more than

2022-08-24
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More than 15billion investment puzzle: policy determines the life and death of low-speed electric vehicles

[although Shandong Province has now piloted low-speed electric vehicles, if low-speed electric vehicles want to expand the market, they must obtain "identity" at the national policy level]

Wang Qiang (a pseudonym), 40, is from Gaotang County, Liaocheng City, Shandong Province. Last year, he sold his motorcycle and replaced it with a Shifeng gd04 small electric vehicle with a price of 30000 yuan, The speed is 50 kilometers per hour, and you can run 150 kilometers with a charge of electricity. "You can charge electricity for seven or eight hours at night, and it's cheaper to run than a gasoline car." Wang Qiang told

Wang Qiang is not a case. Whether from the sales data or the low-speed electric vehicles running on the roads in Gaotang County, more and more consumers are buying low-speed electric vehicles with low speed and short mileage

however, despite the sales scale of hundreds of millions, manufacturers of low-speed electric vehicles such as Shandong Shifeng group and Hebei Yujie are still facing great investment embarrassment: these enterprises still do not have the qualification to produce low-speed electric vehicles

weixueqin, executive vice president and Secretary General of Shandong Automobile Industry Association, told this newspaper that at present, there is a lack of management standards for the development of low-speed electric vehicles in the industry. At present, low-speed electric vehicles have not yet formed an industrial scale. The state should timely come up with an effective standard to guide and regulate the industry and give low-speed electric vehicle manufacturers development opportunities

from harvesters to low-speed electric vehicles

many yellow, white and orange gd04 models can be seen passing on the main roads such as Binhu road in Gaotang county and Jincheng West Road, the reverse time node. Such "low-speed electric vehicles" are mainly produced by the local Shifeng group

Shifeng group, which started with agricultural machinery, previously had products including corn and wheat combine harvesters, with annual sales of more than 20 billion yuan. Since 2006, the company has tried to find new profit growth points, captured business opportunities in the consumption upgrading from two wheeled electric vehicles, three wheeled electric vehicles to four wheeled electric vehicles, and began to try to enter the low-speed electric vehicle market in 2007

in 2008, Shifeng group began to sell low-speed electric vehicles with the model of gd04. In that year, Shifeng group sold about 4000 low-speed electric vehicles. At that time, the low-speed electric vehicle was only a small electric vehicle with a speed of 40 kilometers per hour, and the price was 28000 ~ 32000 yuan

this is an unexplored market. With low prices, Shifeng group is doing well

according to Shifeng group, Shifeng group sold more than 20000 low-speed electric vehicles from January to May this year, of which about 3000 have been sold in Gaotang county

in the factory area of Shifeng group, rows of low-speed electric vehicles are parked, "many of our employees drive these vehicles to work." Lin Lianhua, deputy general manager in charge of technology of Shifeng group, told me

the success of the current trend also benefits from the release of local policies. How much do you know about the impact specimen notch broaching machine? Now let's introduce the standard operation steps and protection and maintenance methods of the impact specimen notch broaching machine

in Shandong, Liaocheng is the first city to release low-speed electric vehicles on the road, while other parts of the country have not yet released low-speed electric vehicles on the road

in the provisional measures for the administration of electric vehicles in Liaocheng City (hereinafter referred to as the "measures") issued by Liaocheng municipal government in 2008, it is mentioned that "electric vehicles" refer to pure electric vehicles with a maximum speed of less than 50 kilometers per hour and four wheels powered by lead-acid batteries or lithium batteries

according to the measures, before the national standards and technical regulations are clear, electric cars refer to motor vehicle management in terms of traffic management, and electric cars are limited to driving on roads below class I (including class I) and taking motor vehicle lanes. It is also stipulated that the license plate of electric cars shall be made by relevant departments with reference to the national standard pattern, and the words "electric" or "electric" can be added

in August last year, Shandong Province issued relevant documents on the pilot of low-speed electric vehicles, and began to try to manage the pilot of low-speed electric vehicles. Pilot projects were carried out in 38 counties in five cities, including Liaocheng, Dezhou, Weifang and Zibo, and the development of low-speed electric vehicles was liberalized in these areas

more than 15billion investment

"China has more than 500million bicycles, nearly 80million motorcycles, and nearly 50million electric bicycles. With the improvement of urbanization roads and living standards, these consumers have strong requirements for the upgrading of travel tools, while small low-speed electric vehicles have broad market demand among more than 60% of low - and middle-income people in China because of their high cost performance and basic comfort." Zhang Lei and Fang Haifeng of the new energy research department of the China Automotive Technology Research Center said in the Research Report on the current situation and development of China's low-speed electric vehicle industry

the above research report also estimates that once the country liberalizes the access policy of small low-speed electric vehicles, it may form a low-speed electric vehicle market of more than 10 million vehicles

according to the incomplete statistics of 22 enterprises in the alliance by Shandong Automobile Industry Association, 18221 small electric vehicles (i.e. low-speed electric vehicles) were produced and sold in 2010, 68203 in 2011, 86709 in 2012, and 50214 in January may 2013. As of May, 2013, nearly 30000 small-scale accounting machine systems have been exported through Sida controllers

the potential market demand is attracting a number of manufacturers to intensively invest in low-speed electric vehicle projects

the 200000 small electric vehicle project with an investment of 1billion yuan in the first phase of Shifeng group, the 100000 electric vehicle project with an investment of 1.1 billion yuan in the first phase of Shandong Baoya Dezhou Branch, the 100000 electric vehicle project with an investment of 1billion yuan in Dezhou Fulu automobile industry, and the 150000 electric vehicle project with an investment of 1.5 billion yuan in bidewen have been completed and put into operation

it has invested 400million yuan in Qinghe County, Hebei Province, and Hebei Yujie is preparing to invest in another low-speed electric vehicle project near Jinan, Shandong Province. "Shandong has a large consumer market, and the policy of Shandong low-speed electric vehicle project is very good, which supports the development of low-speed electric vehicles." Zhang Liping, chairman of Hebei Yujie, told this newspaper

Wang Delun, general manager of Hebei Yujie, told: "from 2009 to 2012, we have been losing money, but from January to May this year, we have no longer lost money, and the sales volume has exceeded 15000."

according to incomplete statistics, more than 100 manufacturers are developing or producing low-speed small electric vehicles in small batches across the country, and nearly 50 are in Shandong Province and Hebei Province alone

traditional passenger car enterprises are also observing the business opportunities in the low-speed electric vehicle market. In March this year, Geely holdings announced that its subsidiary Shanghai Huapu Guorun and Kangdi automobile officially signed a joint venture agreement to establish Zhejiang Kangdi Electric Vehicle Co., Ltd. with a registered capital of 1billion yuan

Wei Xueqin told that as of May 2013, the total investment in new projects of complete vehicles and key parts in the low-speed electric vehicle market exceeded 15billion yuan

"becoming a regular worker" is difficult

policy risks at the national level have always existed

Lin Lianhua told that although Shandong Province has piloted low-speed electric vehicles, low-speed electric vehicles must obtain "identity" at the national policy level if they want to expand the market

according to the existing road traffic regulations, low-speed electric vehicles cannot be licensed. The reason is that the low-speed electric vehicle did not enter the "vehicle manufacturing enterprises and products announcement" issued by the Ministry of industry and information technology, and could not obtain the license issued by the Ministry of public security. To include low-speed electric vehicles in the product announcement, the access of production enterprises is the first hurdle

enterprises such as Shifeng group have been looking forward to entering the list of energy saving and new energy vehicle industry planning (2011-2020), hoping to "become a regular"

according to the technical conditions for pure electric passenger vehicles, the national standard for pure electric vehicles is that the maximum speed is not less than 80 kilometers per hour and the endurance is more than 80 kilometers

"low speed electric vehicles don't mean that they can't meet the requirements of the double 80. If they want to meet the requirements of the double 80, they need to use lithium batteries, and the cost will also rise. They originally rely on the characteristics of low cost and high cost performance to attract specific markets and survive. If they blindly increase the speed, I'm afraid the market will be greatly affected." A boss of an electric vehicle enterprise told me

even if it can reach the double 80 standard, it does not mean that the policy door will be open

a person from a government department revealed that even if the products of enterprises meet the requirements of double 80, they will not be given production qualification, because the management department is worried that once the qualification is released, the low-speed electric vehicle market will be chaotic and difficult to manage

at present, low-speed electric vehicles have been criticized. Another reason is that the batteries they use are lead-acid batteries. How to maintain environmental protection in the process of utilization and recycling has been questioned by all parties

Zhang Tianren, chairman of Tianneng group, China's largest lead-acid battery giant, told that the formula of total root mean square acceleration of lead utilization of Tianneng group calculated that: gmis= ==17.25 acid battery technology has made a breakthrough on the premise of introducing German technology, which can improve the endurance mileage of lead-acid batteries, and the company has signed a battery recycling agreement with low-speed electric vehicle manufacturers such as Shifeng group to centrally dispose of waste batteries

Wei Xueqin said that although the Shandong provincial government actively applied to the State Council to carry out the pilot demonstration of low-speed electric vehicles, and a number of well-known experts and scholars in China also actively called for giving priority to the development of miniaturized and lightweight electric vehicle industry, the opinions of various ministries and commissions are difficult to unify, and a set of product standards and supporting policies and regulations cannot be issued for a long time

in 2011, the Ministry of industry and information technology has drafted the "low speed pure electric passenger vehicle production enterprises and product access conditions (Trial)" and the pilot plan to seek the opinions of relevant departments. Finally, due to the disagreement, this pilot plan was temporarily shelved

at the end of last year, the Ministry of industry and information technology and China Automotive Technology Research Center jointly carried out the research and analysis of low-speed electric vehicles, including product development, testing, cost analysis, collision test, etc

"according to the information we have obtained, the thorough investigation conducted by the Ministry of industry and information technology at the end of last year is to find the basis for the next new pilot program. The Ministry of industry and information technology may continue to coordinate with other ministries and commissions on the pilot of low-speed electric vehicles in some provinces. However, it is hard to say whether it will still die this time." The relevant person in charge of a low-speed electric vehicle manufacturer told

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