On the 22nd, the National Development and Reform Commission released data that in the first eight months of 2022, China's new energy vehicle production and sales reached 3.97 million and 3.86 million units, respectively, and the ownership reached 10.99 million units, accounting for about half of the world. According to data from the Association of Automobile Manufacturers, in August, the production and sales of new energy vehicles continued to maintain rapid growth year-on-year, and monthly production and sales hit a record high.
The number of new energy vehicles accounts for half of the world
On the 22nd, the National Development and Reform Commission held a special press conference, since the 18th National Congress, China's industrial structure optimization and upgrading has achieved remarkable results, energy green and low-carbon transformation has achieved remarkable results, and energy resource utilization efficiency has been greatly improved. In 2021, the proportion of high-tech manufacturing in the added value of industries above designated size will reach 15.1%, an increase of 5.7 percentage points over 2012; the added value of the "three new" industries equivalent to GDP will reach 17.25%; The new energy industry is a global leader, providing more than 70% of photovoltaic modules for the global market; The proportion of green buildings in the new construction area of cities and towns increased to 84% that year. In the first eight months of 2022, the production and sales of new energy vehicles reached 3.97 million and 3.86 million units, respectively, and the ownership reached 10.99 million units, accounting for about half of the world.
According to the statistical analysis of the China Association of Automobile Manufacturers, in August 2022, the production and sales of new energy vehicles continued to maintain rapid growth year-on-year, and the monthly production and sales reached a record high.
From January to August, NEV production and sales reached 3.97 million units and 3.86 million units, respectively, up 1.2 times y/y and 1.1 times y/y, with a market share of 22.9%. Among them, the production and sales of new energy vehicles in August reached 691,000 units and 666,000 units, respectively, an increase of 12% and 12.4% month-on-month, and a year-on-year increase of 1.2 times and 1 times, and the market share reached 28%, higher than the previous month.
Among the main varieties of new energy vehicles, compared with the previous month, the production and sales of pure electric vehicles increased significantly in August, plug-in hybrid vehicles showed a slight increase, and the production of fuel cell vehicles decreased significantly and sales increased slightly; Compared with the same period of the previous year, the production and sales of the above three categories continued to maintain rapid growth.
From January to August, among the main varieties of new energy vehicles, compared with the same period of the previous year, the production and sales of pure electric vehicles, plug-in hybrid vehicles and fuel cell vehicles continued to maintain a rapid growth momentum.
The industry is about to enter a period of take-off
On September 21, at the 2022 World Manufacturing Conference, industry insiders believed that China's automobile industry has achieved high-quality development, emerging fields represented by new energy vehicles and intelligent networked vehicles have developed rapidly, and the new energy vehicle industry is about to enter a take-off period.
Ouyang Minggao, an academician of the Chinese Academy of Sciences, predicts that in the future, China's new energy vehicle industry will present three new trends: first, power batteries will develop in the direction of low-carbon, high-end and intelligent; Second, the rapid iteration of the electric chassis platform; Third, energy infrastructure, including charging systems and vehicle-network interaction, will also achieve innovative development.
With the acceleration of the transformation and upgrading of the automotive industry, all links of the new energy vehicle industry chain are also accelerating to seize industrial development opportunities. Volkswagen Anhui said that it will actively participate in the construction of Hefei's low-carbon and smart city and jointly launch smart logistics projects with partners; JAC Motors has developed cellular battery technology to create a new platform electric vehicle CTC solution, which solves the safety problem of battery thermal runaway; iFLYTEK said that it attaches great importance to the research and development and application of artificial intelligence in autonomous driving; Alibaba Group said that the operating system will become a new engine in the new car, a software within a software, and the industry needs to open up and cooperate to establish a new ecosystem.
Supporting management solutions need to keep up
It is worth noting that with the rapid development of the new energy vehicle industry, the demand for batteries has been repeatedly pushed to new highs. According to data from the China Association of Automobile Manufacturers, from January to July 2022, the installed capacity of power batteries in China reached 134.3GWh, a year-on-year increase of 110.6%. It is of great significance to establish a mature battery recycling system.
Recently, the Department of Energy Conservation and Comprehensive Utilization of the Ministry of Industry and Information Technology held a symposium on the comprehensive utilization of new energy vehicle power batteries, saying that it will study and formulate the "New Energy Vehicle Power Battery Recycling Management Measures" and urgently needed standards in the industry, improve the power battery recycling system, support a number of key technologies such as flexible dismantling and efficient recycling, and continue to implement industry standard management to improve the level of power battery recycling.
You Yong, deputy director of the Department of Energy Conservation of the Ministry of Industry and Information Technology, said: "The construction of the power battery recycling system is a gradual and continuous improvement process. "Statistics from the Ministry of Industry and Information Technology show that at present, China has established more than 10,000 recycling service outlets in 326 prefecture-level administrative regions in 31 provinces, autonomous regions and municipalities. According to the data analysis of the national power battery traceability platform, as of the end of March this year, China's recycling enterprises have recycled and disposed of 64,000 tons of waste power batteries, and 7,016 tons of waste power batteries have been disposed of in echelon utilization, and 780MWh of echelon products have been produced.
Add standards to special areas
In addition, relevant industry institutions have also increased exclusive projects for new energy vehicles.
According to the Ministry of Industry and Information Technology, China led the "Road Vehicle Automatic Driving System Test Scenario Scenario Evaluation and Test Case Generation" (ISO34505) international standard project proposed under the framework of the International Organization for Standardization (ISO), which was officially approved after voting, and Chinese and German experts jointly served as the leader of the standard project.
In the next step, the Ministry of Industry and Information Technology will organize China Automotive Technology and Research Center Co., Ltd., relevant industry enterprises and research institutions in the United Nations, establish a domestic expert support team, coordinate international advantageous technical resources, form a domestic and international linkage and coordination work mode, promote the establishment of a scientific and reasonable autonomous driving test scenario evaluation methodology, and make positive contributions to the formulation and coordination of international standards and regulations related to autonomous driving.
Recently, the new energy vehicle technology innovation base of China Automotive Technology and Research Center Co., Ltd. was completed and opened in Tianjin. The base mainly focuses on six major areas, including fuel cells, power batteries, electric drive electronic control, charging technology, electromagnetic compatibility, and new energy vehicles, and its testing capabilities cover new energy passenger vehicles, commercial vehicles and other related components.
In addition, the China Automotive Center will add a number of new energy vehicle crash safety tests, according to the characteristics of new energy vehicles, especially electric vehicles, add spiral rolling, side column collision, bottom support, electric vehicle wading and other test content, which are mainly to assess the electrical safety after the collision.
Taking the spiral rollover of an electric vehicle as an example, the test vehicle passes a ramp with an angle of 16 degrees at high speed, and after going uphill, it produces a rollover and rolls, and the vehicle flips 180 degrees. Compared with traditional fuel vehicles, the power battery located at the bottom of the new energy body exerts additional pressure on the top of the tumbling vehicle, which puts forward more stringent requirements for vehicle structural safety, occupant protection, and electrical safety. (Public Securities News)
