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China’s New-energy Vehicle Industry
China’s New Energy Vehicle Industry
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■ 2011.3.29
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■ A4, 191 pages
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FOURIN presents an up-to-the-minute survey on China’s new-energy vehicle industry

Invaluable Intelligence and Data to Support Any Automotive Business in China
FOURIN’s information gathering and research activity in China began in 1989. At that time China’s annual vehicle production stood at only 580 thousand units. With more than 20 years of experience, FOURIN can provide in-depth reports on the Chinese automotive industry which you cannot find anywhere else.

While the world’s attention flows towards China’s automotive industry, where vehicle production and sales have become number one, the Chinese government has defined the newenergy vehicle industry as a national strategic industry, for which it looks to develop policies to foster the emerging sector ahead of other countries in order to acquire a leading hand in forming the next generation automotive industry.

For reasons behind China’s government intention, it is considered that there is less resistance for the dissemination of new-energy vehicles since China is in the initial stage of motorization and a 20 million-unit two-wheeler electric vehicle market is already forming. Moreover, besides the country has abundant rare metal reserves which are necessary for electric vehicles, the new-energy vehicle industry is expected to bring China a great opportunity to narrow the technology gap with automotive powerhouse countries while hybrid technology is reaching a good level of maturity.

As such, Chinese automakers aim to surpass foreign rivals by concentrating resources on electric vehicles which require relatively lower technology level. Still, for popularizing electric vehicles ahead of advanced countries, it is necessary to identify currently existing major technological obstacles. Chinese automakers and suppliers still lack refining technology for materials required for lithium-ion rechargeable batteries, core technology for separators which accounts for 20-30% of total battery cost and small drive-type motor technology to name a few.

Meanwhile, please note that the definition of the new-energy vehicle used in this publication refers to vehicles using alternative fuel technologies and electrification technologies and differs from that of the Chinese government in which only plug-in hybrid electric vehicles, electric vehicles and fuel-cell electric vehicles are included.

It is firmly believed that this publication will serve as an invaluable source of information to bring a further understanding concerning the Chinese government’s policies and Chinese automakers’ business strategies of the newenergy vehicle industry.

Please click the following image. It is possible to see in a large size.
China: Potential Vehicle Electrification Shift Based on Diffusion of Electric Two-wheelers

▼Chapter Two▲PAGE TOP

Chapter One

Policy/Regulation, Infrastructure Buildup and Resource Strategies
for China’s New-energy Vehicle Industry
 
1
 
1.
Overview: Potential of New-energy Vehicle Diffusion in China
2
4
3.
Electric Two-wheeler: Need to Strengthen Regulations for Electric Two- wheelers in Response to Rapid Segment Growth
10
4.
Deployment of EV Charging Infrastructure Is Booming in China Without Standardized Technological Regulations
12
5.
China’s Curb on Rare Earth Exports and Launch of Rare Metal Strategic Reserve Mechanism May Cause Trade Friction
16
▲Chapter One / ▼Chapter Three ▲PAGE TOP

Chapter Two

New-energy Vehicle Related Policies, Resource Development
and Recharging Infrastructure Buildup by Administrative Unit
 
21
 
1.Beijing
 
22
2.Tianjinp
 
Home of CATARC and Major Chinese EV, Battery Makers; Role in Prompting EV Business
24
3.Hebei
 
Promoting the EV industry Mainly in Tangshan, Aims for Annual Production Capacity of EVs to Reach 500,000 Units by 2015
26
4.Liaoning
 

 
Supporting Emerging Industries Including New-energy Vehicle, Aims for Annual Output of EVs to Reach 500,000 Units in 2015
28
5.Jilin
By 2012, Plans to Set Up a New-energy Vehicle Industrial Park in Changchun and Lithium-ion Battery Park in Liaoyuan
30
6.Shanghai
 

 
Accelerating the Dissemination of New-energy Vehicles, Aims to Achieve Annual Output of 300,000 New-energy Vehicles in 2015
32
7.Jiangsu
 

 
According to the Development Plan of New-energy Vehicle Industry, Aims to Have Annual Output of 150,000 Units by 2015
34
8.Zhejiang
 

 
Seeking Business Models for the New-energy Vehicle Industry, Aims to Put 20,000 New-energy Vehicles in Use by 2012
36
9.Anhui
 

 
In Addition to Subsidies from the Central Government, Hebei Aims to Popularize New-energy Vehicles Through Incentives of up to 20,000 CNY
38
10.Shandong
Enhancing Subsidies Mainly for New-energy Buses; Aims for 300,000-unit Capacity in 2015
40
11.Henan
 

 
Supports the New-energy Vehicle Development of Zhengzhou Nissan and Zhengzhou Yutong Bus, Aims for 50,000-unit Production Capacity by 2015
42
12.Hubei
 

 
The Industrialization of EVs Are Promoted Mainly by Dongfeng Motor, Taking the Lead in Development of Charging Infrastructure
44
13.Hunan
 

 
Runs a Trial on Hybrid Buses, Aims for Value of Production of the New-energy Vehicle Industry to Reach 12 Bn CNY by 2015
46
14.Guangdong
 

 
Besides an Additional Subsidy for the Purchase of
New-energy Vehicles, Aims to Achieve Annual Production of 200,000 Units in 2015
48
15.Guangxi
Backed by High Ownership of Motorcycles, Demand for Low-speed EVs Are Expected to Expand in the Future
50
16.Hainan
 

 
Aims to Put 1,050 New-energy Vehicles into Trial Operation in Haikou by 2012, Application of New Energy Expected to Be Promoted
52
17.Chongqing
Supporting Five Local-based Manufacturers, Aims for 460,000-unit Capacity in 2015
54
18.Sichuan
While Boosting Development of Rare Earth, Aims for Output of 20,000 New-energy Vehicles in 2012
56
19.Shanxi
Regarding Methanol Vehicle as the Key to its New-energy Vehicle Strategy, Aims for Revenues of 5 Bn CNY in 2011
58
20.Inner Mongolia
 

 
Having the Nation’s Largest Rare Earth Deposits and Abundant Natural Resources, Regarded as One of China’s Key Resource Bases
59
21.Heilongjiang
 

 
Set Up the New-energy Vehicle Production Base and
Began a Full-scale Process for Commercialization of
New Energy
60
22.Fujian
Sets up New Development Base for Control Systems; Boosts Support to King Long and South East
61
23.Jiangxi
 

 
Concentrates Efforts into Developing the World’s Largest Lithium Oxide Mine; Industry Specialization of Rechargeable Batteries
62
24.Guizhou
Utilizing Rich Resources, Expects the Lithium-ion Battery Industry to Blossom into a 30 Bn CNY Business by 2014
63
25.Yunnan
 

 
In Kunming, One of Pilot Cities for the “Ten Cities, 1,000 Vehicles” Project, the Use of New-energy Vehicles are Promoted
64
26.Tibet
 

 
With Its Huge Reserves of Copper Minerals and Lithium Carbonate, Set Up the World’s Largest Production Base of Lithium
65
27.Shaanxi
Cooperation Between BYD, Shaanxi Auto, Power Companies; Fosters Model New-energy Vehicle Park
66
28.Gansu
Increases CAPEX into Wind, Solar Power Industry; Contributes to Power Supply
67
29.Qinghai
 

 
Rich in Lithium Carbonate Resources which Accounts for One Third of the World’s Total; Draws Global Attention as a Supply Base
68
30.Ningxia
 

 
Focuses on the Green Energy Industry, Expects Electricity Generated from Renewable Resources to Make Up 18% of the Total by 2020
69
31.Xinjiang
 

 
To Nurture the New-energy Vehicle Market, Plans to Establish Charging Infrastructure Which Is Comparable to Those of Coastal Areas
70
▲Chapter Two / ▼Chapter Four▲PAGE TOP

Chapter Three

Selecting China’s Technical Path in the Global Development
Race of Electrification
 
71
 
72
2.
Technology Roadmap of New-energy Vehicle Industry: Focuses on Fosterage of EV and PHEV Industries and Verifies Potential of Micro EVs
78
3.
Electric Two-wheeler Manufacturers: Need Lightweight Solutions and Switch to Lithium-ion Battery Along with Tightening of Technical Regulations
84
▲Chapter Three / ▼Chapter Five ▲PAGE TOP

Chapter Four

Automakers’ New-energy Vehicle Development Race
91
 
1.SAIC Group
 

 
Takes Advantage of Expo to Step up New-energy Vehicle Devt; Aims for EV Mass Production in 2012 with Battery JV with A123
92
2.FAW
Considering Procurement of Hybrid Systems from Toyota; Focuses Resources on PHEV, EV
96
3.Dongfeng Motor
 

 
To Invest 3 Bn CNY over 5 Years; Kick Starts New-energy Strategy Aiming for Prod, Sales of 100,000 HEVs,
50,000 EVs
100
4.China Chang’an
To Invest 1 Bn CNY into New-energy Vehicles by 2012; Aims to Lift Ratio of Green Models to 30% in 2020
104
5.BYD Auto
 

 
Focus on PHEV, EV, Yet Weak Demand Remains Due to High Costs; Hedges Business Risk Across New-energy Industry
108
6.Chery Automobile
110
7.Geely Automobile
Focuses on Dissemination of Micro HEVs, While Assumes Cautious Approach on PHEVs, EVs
112
8.BAIC Group
 

 
To Begin Mass Production in 2011; Sets 2015 Manufacturing Targets for New-energy Vehicles and Basic Parts
114
9.Other Car Makers
 

 
Technology from Foreign Partners; Strenghtening Development with Local R&D Centers,
Overseas EV Makers
116
10.Venture Companies
Entries into the New-energy Vehicle Sector, Regarding it Great Opportunity to Expand Business
120
11.New-energy CVs
Devt Focus on Large Buses; Makers Progressing Toward Mass Production of Electric, Hybrid Buses
122
12.Unlicensed EV Makers
 

 
Tacitly Approved Unlicensed Low-speed EVs May Not Be Eligible for Special Categories to Legalize the Use of Low-speed EVs
124
▲Chapter Four / ▼Chapter Six▲PAGE TOP

Chapter Five

Operation Trends of Electric Two-wheeler Manufacturers
127
 
1.Luyuan Electric Vehicle
Forays Into Battery Sector, Aims to Improve Its Status with Development Technology and Cost-Competitiveness
128
2.Jiangsu Xinri
 

 
To Sell 50,000 Small EVs in 2014, Works on Development of EVs by Streamlining Bases and Partnering with Other Companies
129
3.Jiangsu Yadea
 

 
Aims to Strengthen Product Competitiveness with Investment of 100 Million CNY in R&D
130
4.Shanghai Lima
 

 
Aims to Differentiate Products According to Geographical Situations Between South and North China
131
5.Shanghai Waopai
 

 
132
6.Shandong Incalcu
 

 
Newly Launched Electric Two-wheelers with Lithium-ion Battery; Focuses on EV Business in the Mid-to-Long Term
133
7.Zhejiang Qianxi
 

 
Promotes Development of Basic Components and New Products; Set Up a New Plant in Tianjin to Explore Market in North China
134
8.Tianjin Fujita Group
 

 
Established a Total of 2 Million-unit Annual Output; Plans to Speed Up Sales Network Expansion in Rural Areas in 2010
135
9.Giant Electric Vehicle
 

 
In Addition to Competitive In-house developed Drive and Control System, Aims to Expand Market Share by Increasing Investment
136
10.Geoby Electric Vehicle
 

 
Focuses on Production and Sales of Lithium-ion Battery Electric Bikes; Aims for 100,000-unit Sales in 2010
137
11.Supaq Electric Vehicle
 

 
Annual Capacity Reaches 3 Million Units; Plans to Focus on Market Development in Rural Areas in and after 2010
138
12.Aucma (Yinan) New
     Energy Electric Vehicle

 
Focuses on Technology Development Such as Power Management System
139
13.Shanghai Lingzhitong
 

 
Has Two Production Bases in Tianjin and Wuxi; Focuses on Sales Promotion and Advertising Campaign in 2010
140
14.Nanjing Daluge
 

 
Posted a Deficit of 2.79 Million CNY in 2009, Aims to Improve Corporate Performance by Battery Development and New Product Launches
141
15.Shanghai Wolong
 

 
Relocated Headquarters to Shanghai, Focuses on Enhancement of Brand Image
142
16.Changzhou Hongdu
 

 
Aims to Expand Sales; Developed New Products for Rural Areas on the Back of Introduction of E-bikes Subsidy Program
143
17.Jiangsu Sinski
 

 
Entered into the Electric Two-wheeler Sector, Focusing on Enhancement of Brand Awareness and Business Expansion Overseas
144
18.Jiangsu Yinyang
 

 
Amid Fierce Product Competition; Aims to Differentiate its Products by Extending Cruising Range
145
19.Tianjin Mingjia Bicycle
 

 
Grew Rapidly by Selling Products through Foreign Retailers’ Sales Network, Quality Problem Emerged as a Concern
146
20.Suzhou Small Antelope
 

 
Concerned about the Future of its Business After Dissolving Capital Alliance with its Parent Company
147
▲Chapter Five / ▼Appendix ▲PAGE TOP

Chapter Six

Business Conditions of Suppliers
149
 
China
150
China
List of Suppliers of Major Basic Components of HEVs and PHEVs
162
China
List of Suppliers of Major Basic Components of HEVs and PHEVs
172
▲Chapter Six ▲PAGE TOP

Appendix

Appendix
179
 
China
 

 
Factory Shipment of HEVs, PHEVs and EVs by Manufacturer and Model
(2005-2009, YTD Aug. 2009/2010)
180
China
 

 
Registrations of Domestically-made HEV, PHEV and EV by Administrative Unit and Model (2006-2009, YTD Aug. 2009/2010)
180
China
 

 
Registrations of Imported HEVs by Administrative Unit and Model
(2005-2009, YTD Aug. 2009/2010)
184
China
Ordinary Bicycle Production by Administrative Unit (2000-2009)
188
China
Production of Electric Two-wheelers by Administrative Unit (2000-2009)
188
China
 

 
Ownership of Motorized Two-wheelers Per 100 Households in Urban Areas by Administrative Unit (2002-2009)
189
China
 

 
Ownership of Two-wheelers Powered by Internal Combustion Engine Per 100 Households in Rural Areas by Administrative Unit (2000-2009)
190
China
 

 
Ownership of Two-wheelers Powered by Internal Combustion Engine Per 100 Households in Urban Areas by Administrative Unit (2000-2009)
191
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