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New energy car sector remains optimistic in long-term output

2020-1-13 10:59

 

'No-change' in future prospects despite 2019 sales dip, senior official says

 

China's new energy vehicle sales dipped in 2019 for the first time in at least a decade, but a senior industry official said on Saturday there is "no change" in the sector's long-term prospects.

 

Sales of electric cars and plugin hybrids totaled 1.21 million, down from 1.26 million in 2018, said Miao Wei, minister of industry and information technology, at the annual China EV 100 Forum.

 

Miao said the fall is the result of a number of factors including the macroeconomic environment and a cut in government subsidies starting in June.

 

After the cut, the subsidies fell around 70 percent from the previous year and triggered the sales fall that had lasted till November 2019.

 

He said sales in December totaled 163,000, basically the level before the subsidy cut, showing that the move is losing its negative effect. He promised there would not be subsidy slashes this year.

 

Miao said China's new energy vehicle industry has gained a lead globally and the country will continue the strategy to consolidate the momentum.

 

"There is no change in the sound and long-term development of new energy vehicles," he said.

 

Such vehicles' sales in China have accounted for over 50 percent of global sales since 2015, and their qualities have seen significant improvement as well.

 

Battery costs have fallen 85 percent from 2009, and some Chinese companies including SAIC Motor, GAC and BYD have been exporting their vehicles.

 

Miao said the ministry is working on guidelines for the segment's development and is expected to promulgate them soon, including the dual-credit scheme for coming years.

 

Carmakers in China have been demanded to produce a certain number of electric vehicles and plug-in hybrids to accumulate credits. If they don't, they can purchase credits from others or get fined.

 

"We are setting a target that new energy vehicle sales will account for a quarter of car sales in 2025," Miao said. "It is challenging, but it will make the credits worth more money."

 

Dong Yang, vice-president of leading automotive think thank China EV 100, said the dual-credit plan will push new energy vehicle sales this year to past 2019 tallies.

 

Dong said carmakers will produce such vehicles to meet the quota, but they will have little gross profit. It will take another two to three years for them to make money and ramp up production.

 

He suggested authorities clarify related policies as soon as possible, including whether such vehicles will be exempt of the purchase tax after 2020.

 

"Give (automakers) something they can expect," Dong said. "They need a stable policy and environment."

 

Wang Xiaoqiu, president of SAIC Motor, China's largest carmaker, called on authorities to offer more favorable policies in terms of license plates and road rights.

 

SAIC and GAC, the Chinese partner of Toyota and Honda, suggested collaboration to deal with difficulties in the market.

 

"The industry demands a lot of money and it takes a great deal of time," Wang said.

 

"It also requires technologies from companies in different sectors. It will be hard for any carmaker who plays solo to stand out."

 

CATL, China's largest battery maker, is building a plant in Germany to serve local carmakers.

 

BYD Chairman Wang Chuanfu said the company has developed a new type of batteries with an energy density 1.5 times stronger than conventional batteries. Wang said the first vehicle sporting the new batteries will hit the market in June, and have a driving range of 600 km.

 

Chen Qingtai, president of China EV 100, expects electric vehicles to have better total ownership cost than gasoline cars by 2025.

 

一位高级官员说,尽管2019年销量下滑,但未来前景“没有改变”


中国新能源汽车销量在2019年出现了至少10年来的首次下滑,但一位资深行业官员上周六表示,该行业的长期前景“没有变化”。


工业和信息化部部长苗圩在一年一度的中国EV 100论坛上表示,电动汽车和插电式混合动力车的销量从2018年的126万辆下降到121万辆。


苗表示,这一下降是多种因素共同作用的结果,包括宏观经济环境和6月份开始的政府补贴削减。


削减后,补贴较前一年下降了约70%,并引发了一直持续到2019年11月的销售下降。


他说,12月份的销售总量为16.3万辆,与补贴削减前的水平基本持平,表明此举的负面影响正在消失。他承诺今年不会有补贴削减。


苗表示,中国新能源汽车产业已在全球取得领先地位,中国将继续实施这一战略,以巩固这一势头。


“新能源汽车的健康和长期发展没有变化,”他说。


自2015年以来,这类车在中国的销量已占到全球销量的50%以上,其质量也得到了显著改善。


电池成本较2009年下降了85%,包括上汽、广汽和比亚迪在内的一些中国企业一直在出口汽车。


苗说,教育部正在制定该部门发展的指导方针,预计不久将公布,其中包括未来几年的双信贷计划。


中国的汽车制造商被要求生产一定数量的电动汽车和插电式混合动力车,以积累信贷。如果他们不这样做,他们可以从别人那里购买积分或者被罚款。


苗表示:“我们的目标是,到2025年,新能源汽车销量将占到汽车销量的四分之一。”“这是一个挑战,但它将使信用值更多的钱。”


领先的汽车智库中国电动汽车100公司副总裁董阳表示,双贷计划将把今年的新能源汽车销量推至2019年之后。


董说,汽车制造商将生产这样的车辆来满足配额,但他们将没有什么毛利润。他们还需要两到三年的时间来赚钱和提高产量。


他建议有关部门尽快澄清相关政策,包括2020年后这些车辆是否将免征购置税。


“给(汽车制造商)一些他们可以期待的东西,”董说。“他们需要一个稳定的政策和环境。”


中国最大的汽车制造商上汽集团(SAIC Motor)总裁王晓秋呼吁有关部门在车牌和道路权方面提供更优惠的政策。


上汽与丰田(Toyota)和本田(Honda)的中国合作伙伴广汽(GAC)建议展开合作,以应对市场中的困难。


“这个行业需要大量的资金和时间,”王说。


“它还需要不同行业公司的技术。任何一家单打独斗的汽车制造商都很难脱颖而出。”


中国最大的电池制造商CATL正在德国建设一家工厂,为当地汽车制造商提供服务。


比亚迪董事长王传福说,公司已经开发出一种新型电池,其能量密度是传统电池的1.5倍。王说,第一辆使用新电池的汽车将于6月上市,行驶里程为600公里。


中国电动汽车100公司总裁陈庆泰预计,到2025年,电动汽车的总拥有成本将超过汽油汽车。

原作者: Li Fusheng 来自: china daily