Electric logistics vehicle, how much do you know?

The further popularization of e-commerce has given birth to many "shopaholic". However, it is their indefatigable "buy buy buy" that indirectly gives birth to the boom of a market segment and really drives the Chinese automobile industry. Influenced by multiple factors such as the continuous popularity of e-commerce platforms, policy support and strong demand from various industries, the output of new energy logistics vehicles in the first five months of this year was 2,768, up 111.3% compared with 1,310 in the same period of last year. However, as the "cheating subsidy disturbance" of new energy vehicles gradually floats over, the new energy logistics vehicles will continue to increase in volume in the second half of this year and become the "main force" of the sales growth of new energy vehicles.

Previously, some industry insiders predicted that "electric logistics vehicles will have a market of 200 billion in the next five years". So the question is, why do new energy logistics vehicles have so much potential?

The policy "spring breeze" blows to the new energy logistics vehicle

It is no secret that the country is vigorously promoting new energy vehicles. At present, the price of pure electric vehicles is relatively high, and subsidies play a crucial role in the promotion. It can be said that wherever the subsidy is, the sales volume will be the same all over the world.

For China's new energy vehicles, "expenses" events after the end of last year, the magnitude of the subsidies have begun to gradually TuiPo, according to the ministry of finance released four ministries and commissions such as the application of new energy vehicles from 2016 to 2020 financial support policy notice, clear the allowances for 2017 ~ 2018 in 2016 fell by 20%, on the basis of 2019 ~ 2020 years on the basis of 2016 fell by 40%. The rules are designed to remove subsidies after 2020.

This year, in fact, that decline has already begun. In Shanghai recently, byd is affected by the "variable rate TuiPo", because of its since 2014 in Shanghai new energy passenger car sales of less than 40000 vehicles, according to the issued on April this year the Shanghai new energy automobile application allowances (2016-2017) regulation, each car available in Shanghai local subsidies has been reduced to 5000 yuan, become the first to be cut subsidies in Shanghai new energy automobile enterprises.

However, for the new energy logistics vehicles, the subsidy is still sufficient.

By the beginning of July this year, more than 30 provinces and cities had introduced new energy vehicle related promotion and subsidy policies. Among them, the subsidy policies of more than 20 provinces and cities have made subsidy plans for pure electric logistics vehicles. The highest local subsidy is 1:1 with the central subsidy, namely 1800 yuan/KWH. The lowest subsidy is 15,000 yuan/truck for pure electric vehicles and 400 yuan/KWH for plug-in hybrid electric vehicles.

So far at least, these subsidies are still the same as in 2015, and there is no news that the subsidies for new energy logistics vehicles will decline.

In fact, the country's policy support for new energy logistics vehicles will not decline, but will encourage more. While researching the development of the new energy vehicle industry in shaanxi province last month, vice premier ma kai highlighted the need to "actively implement green transportation projects and continue to expand the proportion of public transport, taxi, sanitation, logistics and state organs."

In addition to subsidies, according to the different circumstances, for the new energy logistics vehicles to give a lot of preferential policies. Pure electric special vehicles and enjoy the central ratio of 1:1 subsidies.

New energy logistics vehicle market demand is strong

What is causing such huge market demand? Previously, shenzhen had planned to make 100% of its buses electric by the end of 2017. "I believe public transport will be fully electric by 2020, and logistics vehicles will be fully electric by 2025." And a line from byd President wang chuanfu, while not representative of the whole, but also from the perspective of auto manufacturers means some trends.

In addition, the rise of the express industry also gave birth to the development of new energy logistics vehicles. In the first half of 2016, China's express delivery service enterprises completed 13.25 billion pieces of business, up 56.7% year-on-year. Business revenue totaled 171.46 billion yuan, up 43.4 percent year-on-year. The continued popularity of e-commerce platforms not only makes the express industry prosperous, but also indirectly promotes the development of the automobile industry.

In addition, in April this year, shenzhen launched a special campaign to ban motorcycles and limit electricity, and guangzhou also drafted a bill to ban electric cars throughout the city. A time of concentrated regulation of many cities, let the original street electric car army number sharply reduced. The biggest impact is undoubtedly the express industry, electric bicycles don't get out of the way, new energy logistics vehicles because of low cost of use and other reasons become a priority "replacement".

In addition to short-haul freight, such as short-haul ferry buses, sanitation vehicles, etc., there are a lot of practical scenarios can be replaced by plug-in hybrid or purely electric models, and many cities and regions have done so.

Different from fuel logistics vehicles, new energy logistics vehicles still have an obvious price advantage in the cost of electricity compared with fuel, especially in the industry of high frequency of vehicle use. However, the charging problem that is the biggest problem for electric vehicles can be basically ignored for new energy logistics vehicles. Compared with the extensive pile layout of new energy passenger vehicles, the concentrated parking and charging mode reduces a lot of pile construction and operation costs. Coupled with the continuous advancement of battery technology, the new energy logistics vehicle market has become a hot reason.

"Cheat subsidy" standard market car enterprises have not yet made efforts

Although the new energy logistics car market has shown a hot trend, but the car companies have not fully force. New energy vehicles at the end of last year the expenses affair led to jointly investigate the expenses, the four ministries and commissions of the state for the results of the survey, supervision department, said the "expenses" the inventory found malicious expenses and seeks to fill, have to be related to punish according to the condition of the circumstances are serious, shall be disqualified from subsidies, subsidies to recover funds, fines, cancel the auto production qualification and will issue models from the recommended models directory of penalties, etc.

Therefore, many auto companies have not received the financial subsidy fund for new energy vehicles in 2015, and the adjustment of new energy subsidy policy has not been completed yet, which has caused considerable financial pressure on many auto companies that rely on subsidies. For large car companies, also dare not easily to rush to increase production, wait-and-see, the car companies have become the same choice.

But after nearly half a year of action, the fraud inventory has come to an end, subsidies in place, clear policy, the production of new energy logistics vehicles in the second half of the year is bound to be significantly increased. In addition, after the baptism of fraudulent subsidies, a large number of small and micro enterprises that disrupt the market through fraudulent subsidies may be eliminated, which is very beneficial to the standardization and healthy development of the market.

But at the same time, we should also pay attention to the development of some potential concerns, the current state for the new energy logistics vehicle subsidy policy has been adjusted, began to use "tons of 100 km power consumption" this indicator. The policy points out that: the energy consumption Ekg of pure electric trucks and special vehicles for transportation should not be higher than 0.5, and the power consumption (according to the test quality) of other pure electric vehicles should not exceed 13kWh.

The use of the "ton hundred kilometers of electricity consumption" this index, for the weight of the battery has a very high demand, indirectly on the vehicle battery density has a very high demand, it can be seen that the future to adopt lithium battery or the future higher density battery will be the trend.

However, this also caused a problem that some auto companies would be excluded from the "subsidy catalog" because they could not meet such a standard. As a result, auto companies will no doubt slow down the development speed of the whole industry if they declare after technical transformation.

Though, that there is such problem, but the prospect of new energy car logistics are undoubtedly more concern, is also very likely to be after pure electric passenger cars, the new energy car sales growth and a peak level, it is important to note that the production of avoid by all means is blind expansion, otherwise it will also cause waste of resources back industry development.

The page contains the contents of the machine translation.