The implementation of the new subsidy policy for t

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Electrical equipment: the implementation of the new subsidy policy has a strong trend of constant strength

after the policy transition period, the sales volume has increased steadily, and the development trend remains unchanged. On June 12, 2018, the new subsidy policy was officially implemented. a. In terms of passenger cars, the parameters corresponding to subsidies have been improved to guide the development of high-end models. In recent months, the proportion of sales of class A00 models has declined significantly, while the proportion of sales of class a models has increased significantly. The output still has a good performance and has not been affected by too many new policies. b. In terms of passenger cars and special vehicles, subsidies fell sharply, and the requirements for technical parameters increased significantly, resulting in a significant rush to install commercial vehicles during the transition period. After the implementation of the new deal, the output fell, but there were signs of improvement in September. c. On the whole, the automobile production is still increasing month by month, and the industry has fully absorbed the impact of the subsidy reduction under the impact of the punch

we believe that A. The subsidy amount of new energy passenger vehicles in the new policy is not adjusted much, and the annual sales volume of 18 years will not be negatively affected by too many subsidy reductions. b. The bus market is mainly driven by public transportation, and the sales volume will remain stable. c. Some positive factors in the special vehicle market are gradually emerging and are expected to maintain stable sales. d. In 2018, the annual output of new energy vehicles was close to 1.1 million

the proportion of high-end products has increased, and the increment comes from three yuan. Manufacturers with technical advantages will benefit. A. the average charging capacity of pure electric passenger vehicles in the month reached about 40kwh, and the charging capacity of electric buses and special vehicles also reached 191kwh and 54kwh respectively. The charging capacity of single vehicles has increased significantly. b. We predict that the demand for power batteries in 18 years will reach 58gwh, with a growth rate of 60%. In 2020, the treatment method is very simple. The demand for zero point power battery will exceed 100GWh, and the compound growth rate in the past four years will reach 40%. c. The technical route of ternary battery is the best choice at present. In June, the total installed capacity of ternary batteries was 17.7gwh, accounting for 60%, of which 79% were used in EV passenger cars. It is expected that the output of ternary batteries will double this year, close to 90gwh by 2020, and the four-year compound growth rate will reach 90%. d. Companies that can produce high-end products will benefit, and the industry concentration will further improve. In June, the market share of the top five enterprises for power battery installation was 78.3%, which was 61.6% in 2017, and the concentration increased further. e. According to the capacity planning of major material manufacturers in the past two years, there are signs of overcapacity. In the future, industry competition will intensify, but some high-end products will still be in short supply, and industries with high concentration will be able to ensure a stable profit level

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