Pure electric logistics vehicle market: short-term bearish long-term good


Recently, the news about the latest draft of the 2016 financial subsidies for new energy vehicles (hereinafter referred to as the “draft”) has spread to the Internet and attracted the attention of the industry. The "Draft" shows that this year's national energy subsidies for new energy vehicles may change significantly. Among them, the pure electric vehicle logistics subsidy policy or will be postponed, pure electric passenger car or replaced according to the battery energy density subsidy, plug-in hybrid bus or subsidy will be in accordance with the fuel-saving rate, the subsidy policy is expected to fall within the month.

From the contents of the "Draft", the parts involving passenger cars and passenger cars have not changed much from the news circulating in the past. However, the subsidy of pure electric vehicle logistics has a relatively large number of variables, indicating that the subsidy may be postponed.


<br> <br> market-oriented policies about new energy vehicles as the focus of the automotive industry in recent years much attention, but the impact of the storm deceived complement the original subsidy policy has entered a period of adjustment. In May this year, when the reporter interviewed Ouyang Minggao, a professor of automotive engineering at Tsinghua University, he said that the new subsidy policy will be introduced soon. However, after five months, the subsidy adjustment policy for new energy vehicles in 2016 has still not been introduced.

In September 2014, the “Implementation Opinions on Accelerating the Popularization and Application of New Energy Vehicles (Draft for Solicitation of Opinions)” issued by the Ministry of Communications clearly stated that by 2020, the number of logistics vehicles for new energy cities should reach 50,000, and the city’s logistics and distribution vehicles should be operated. The right will also be given priority to new energy vehicles.

In 2015, the four ministries and commissions including the National Development and Reform Commission jointly issued the “Notice on Financial Support Policies for the Promotion and Application of New Energy Vehicles from 2016 to 2020”, proposed the improvement of the operation policies for new energy city logistics delivery vehicles, and imposed no restrictions on new energy logistics vehicles. policy. At the same time, the promotion policies for electric vehicle logistics, such as the relocation of special licenses and operating subsidies, have also been introduced in various places.

With the support of existing policies, China's electric logistics vehicles are preparing to meet the opportunities for expansion. In 2015, the new energy automobile market has seen explosive growth. According to the production and sales data of the China Automobile Industry Association (hereinafter referred to as the China Automobile Association), in 2015, the output of pure electric vehicles was 44,500, of which 29,000 were used for logistics and transport, accounting for 60.6% of the total. At the same time, a total of 281 models of pure electric logistics vehicles entered the announcement of the Ministry of Industry and Information Technology last year, and new models, production, and sales all reached record highs.

On the 10th of the month, in response to media queries, Deputy Secretary-General of the China Automobile Association, Ye Sheng, said that the details of new energy vehicle subsidies will be adjusted in various aspects next year, and this year's new energy vehicle production and sales will undoubtedly be affected. “Even if the industry is calling for a long time, the adjustment measures for subsidies will not be announced. It is foreseeable that the policy will not affect the production and sales of new energy vehicles this year.” Ye Shengji said, “Subsidy adjustment policy should be introduced this year. However, the implementation of the policy may not be advanced until next year."

Not long ago, the GGII predicted that local policies will be gradually introduced in the next few years and product quality will gradually increase. Electric vehicle logistics is another fast-growing area after small and medium-sized pure electric buses. Better sustainable development expectations. From 2016 to 2020, the annual average compound annual growth rate of electric vehicle production exceeds 50%. At the same time, the Institute of Advanced Industrial Manufacturing and Electric Vehicle Research stated that although the number of orders for pure electric logistics vehicles exceeded 70,000 in the first half of this year, most companies were in the state of suspension of production and semi-discontinued production due to policies, waiting for the introduction of policies.

Local government encourages sales to soar

With the rapid development of China's e-commerce and express delivery industries, the demand for logistics vehicles is increasing. On the one hand, traditional fuel trucks are affected by factors such as the polluted environment and restricted urban areas, and distribution efficiency is low. On the other hand, pure electric logistics vehicles have zero emissions, enjoy state subsidies, and can obtain permits to enter cities in some cities. The ideal model for demand. In this context, various localities have issued relevant encouragement policies.

In March of this year, Shenzhen launched a new round of centralized rectification campaigns against “forbidden tires and electricity restrictions”, which led to thinking about the use of end-of-end logistics vehicles. In response, Lan Zhihua, Shenzhen Postal Administration Director, said that it will actively promote the use of new energy logistics vehicles by logistics companies. By the end of 2015, a total of 8,270 pure-electric logistics vehicles have been registered and operated in Shenzhen. According to Lu Xiangyu, the assistant director of Shenzhen New Energy Automobile Promotion Office, as a logistics and high-speed developed region, Shenzhen currently maintains 70,000 to 80,000 light-weight logistics vehicles below 3 tons, and strives to achieve 50%+ pure electrification by 2020.

As of the end of July, more than 30 provinces and cities in China have introduced policies related to the promotion and subsidy of new energy vehicles. The subsidy policies of more than 20 provinces and cities have made plans for pure electric logistics vehicles. Among them, the highest rate of local subsidies and the state's 1:1 subsidies, namely 1800 yuan / kWh; the minimum rate of subsidies for pure electric vehicles 15,000 yuan / vehicle, plug-in hybrid trucks 400 yuan / kwh. While enjoying the subsidy policy, the electric logistics vehicle can also enjoy preferential policies such as issuing a special section number plate, unlimited number of the last number, giving priority to the issuance of licenses, granting qualified environmental protection signs for motor vehicles, and allowing all-weather, all-route passage.

Taking Shenzhen as an example, in accordance with the relevant policies of last year, a pure electric logistics vehicle can receive 2,000 yuan for the national and Shenzhen local subsidies for every kilowatt-hour of battery capacity; in the use of links, ordinary fuel trucks have limited time, road sections and regions, but Pure electric logistics vehicles can enjoy preferential policies.

In the context of comprehensive benefits, manufacturers have gradually tasted the sweetness of pure electric logistics vehicles. In January of this year, Dongfeng Yangtze River Auto Group and Hubei Contemporary Guosheng Automobile New Energy Automobile Co., Ltd. signed a contract for 25,000 electric logistics vehicle orders. In April, Dongfeng Automobile and Wuhan Zecheng Expressway Freight Company Zebra Express signed a framework agreement for 6000 electric electric logistics vehicles. In September, Wattmar Innovation Union and China FAW Group signed a purchase agreement for 5000 pure electric logistics vehicles. Such a procurement contract is not a case in China.

Short-term bearish long-term good

Some research institutions believe that the subsidy inspection will help the new energy auto industry to suppress the "bad money to expel good money" phenomenon. This will be of great significance for the healthy development of the upstream and downstream industrial chains. The suspension of the subsidy policy will have a certain impact on the short-term volume, and the demand for the industry will be temporarily suppressed. However, the long-term trend will not change. Short-term bearishness will help the industry survive the long-term elimination of the inferior, and the market share will be concentrated in the leading companies.

The list of the 290th batch of "Road Vehicle Manufacturing Enterprises and Products Announcement" issued by the Ministry of Industry and Information Technology included 75 types of pure electric logistics vehicles such as Dongfeng and BYD. According to the relevant regulations, new energy vehicles entering the announcement can be produced and sold. However, in order to obtain a subsidy, it is necessary to obtain the qualifications for the “Catalogue of Recommended Vehicles for Promotion and Application of New Energy Vehicles”.

Some experts said that although the new subsidy policy has not yet been introduced, it does not mean that it will not be introduced. Short-term development difficulties do not represent long-term difficulties. In the early stage of the development of pure electric logistics vehicles, relying on policy support and government subsidies, it can naturally promote industrial development, but healthy industries are the result of market regulation. Relying on policy support can survive and survive without subsidies, and it cannot be sustained. This is not the original intention of the subsidy, nor is it the goal of the pure electric logistics vehicle industry.

“Because of the limit of continued driving range, pure electric logistics vehicles are mostly used for city transportation. However, it is not subject to other conditions and can increase distribution efficiency. This should be a development trend. On the one hand, it is advocated by the state; on the other hand, pure electric logistics vehicles The convenience brought by terminal distribution is that the current general fuel vehicles cannot be compared, said Wang Hui, deputy general manager of Shanghai Minfa Logistics Co., Ltd.

Assistant Director of the Global Energy Resources and Environment Institute of the International Economic and Technical Cooperation Center of the Ministry of Industry and Information Technology, Mr. Bai F said: “The policy for China’s new energy automotive industry should not only provide subsidies based on the degree of environmental protection of enterprises or products, but also strengthen support for research and development.”

The head of a company that had earlier been involved in pure electric logistics vehicles also agreed with this view. He said that manufacturers involved in the field of pure electric logistics vehicles is nothing more than to obtain profits, individual companies in order to obtain subsidy opportunistic, and really invest in technology research and development of the company is not much. In particular, after the Volkswagen "emissions gate" incident, global automakers have increased their R & D efforts on new energy vehicles. The future is certainly a major trend. This requires the support of the state, the input of the enterprise, the innovation of the operator's operating model, and the user's approval. Everyone is now staring at when the subsidy policy will be introduced, but subsidy is not a panacea. Instead of relying on subsidies for survival, it is better to practice harder. Only by working together, can we find a way out for the development of pure electric logistics vehicles.

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