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One year later, the low-speed electric vehicles in the policy "gray zone" still have not been effectively managed. Although the local government announced that it would increase the management of the low-speed electric vehicle market, some key provinces have fallen into an awkward situation that the more management, the more development. Balancing management policies and low-speed electric vehicle market development is still a problem.
On August 18, The person in charge of a well-known low-speed electric vehicle manufacturer in Shandong said in an interview with the 21st Century Economic Report: "At this stage, although Shandong Province has strengthened the management of the low-speed electric vehicle market, the scope is not large. It is mainly aimed at Jinan, Heze, Tai'an, Rizhao and other urban areas, and it is difficult to manage villages and towns. In fact, the scope of management policies has been expanded, but the actual management of local governments is very difficult, because there are too many, and the traffic department lacks police force, it can not manage to remote areas, so it can only be managed periodically."
As an important origin of low-speed electric vehicles, Shandong government's attitude towards low-speed electric vehicles has attracted much attention. It is understood that last year, the Shandong Provincial Government issued the "13th Five Year Plan" for the Development of Strategic Emerging Industries in Shandong Province, which clearly stated that we should vigorously support the development of low-speed electric vehicles, including improving the security systems such as listing and insurance, and promoting the development of safe, applicable, convenient and low-cost low-speed electric vehicles.
Under the support of policies, low-speed electric vehicles have also achieved rapid development in Shandong. According to public data, from 2009 to 2017, Shandong has produced 2.1906 million low-speed electric vehicles nationwide. In 2017, Shandong produced 756000 low-speed electric vehicles, up 15.69% year on year. In addition, the production and sales of four-wheel low-speed electric vehicles in China exceeded 1.5 million, Shandong's production accounted for more than 50% of the country's total, and the industrial concentration reached 45%.
One year later, the low-speed electric vehicles in the policy "gray zone" still have not been effectively managed. Although the local government announced that it would increase the management of the low-speed electric vehicle market, some key provinces have fallen into an awkward situation that the more management, the more development. Balancing management policies and low-speed electric vehicle market development is still a problem.
On August 18, The person in charge of a well-known low-speed electric vehicle manufacturer in Shandong said in an interview with the 21st Century Economic Report: "At this stage, although Shandong Province has strengthened the management of the low-speed electric vehicle market, the scope is not large. It is mainly aimed at Jinan, Heze, Tai'an, Rizhao and other urban areas, and it is difficult to manage villages and towns. In fact, the scope of management policies has been expanded, but the actual management of local governments is very difficult, because there are too many, and the traffic department lacks police force, it can not manage to remote areas, so it can only be managed periodically."
As an important origin of low-speed electric vehicles, Shandong government's attitude towards low-speed electric vehicles has attracted much attention. It is understood that last year, the Shandong Provincial Government issued the "13th Five Year Plan" for the Development of Strategic Emerging Industries in Shandong Province, which clearly stated that we should vigorously support the development of low-speed electric vehicles, including improving the security systems such as listing and insurance, and promoting the development of safe, applicable, convenient and low-cost low-speed electric vehicles.
Under the support of policies, low-speed electric vehicles have also achieved rapid development in Shandong. According to public data, from 2009 to 2017, Shandong has produced 2.1906 million low-speed electric vehicles nationwide. In 2017, Shandong produced 756000 low-speed electric vehicles, up 15.69% year on year. In addition, the production and sales of four-wheel low-speed electric vehicles in China exceeded 1.5 million, Shandong's production accounted for more than 50% of the country's total, and the industrial concentration reached 45%.
Because of this, Shandong has emerged a large number of enterprises that produce low-speed electric vehicles. It is understood that at present, enterprises in the first tier, such as Leiding and Lichi, have an investment scale of more than 1 billion yuan, with an annual production capacity of more than 200000 vehicles. Enterprises in the second tier, such as Shifeng, Tang Jun, Hantang and Baoya, have invested more than 500 million yuan, with a production capacity of 50000 to 100000 vehicles.
Even though Shandong, Henan and other provinces successively introduced new policies this year to implement "traffic restrictions, traffic bans and sales bans" on low-speed electric vehicles, they did not have a great impact on the market. The above person in charge told the reporter: "At present, although the development of enterprises such as Leiding in Shandong has been affected to some extent, they still maintain a rapid growth overall, especially from January to March at the beginning of the year. For example, the sales volume of Leiding last year exceeded 100000, with a growth rate of more than 20%. In the future, such enterprises will still maintain the current development ideas."
At the same time, he said: "This year, the upgrading of consumers is quite obvious, from the previous purchase of 25000 to 35000 models to more than 40000 models, but the 30000 or so models are still the mainstream, mainly because of the higher range of mid-range models, which can basically be maintained at about 150 km."
According to analysis, enterprises engaged in low-speed electric vehicles are different from other new power car manufacturers. Such enterprises will not take the road of financing and applying for new energy vehicle production qualification rashly, but will still focus on the low-speed electric vehicle market, because this is its advantage area. However, facing the upcoming national standards and the intrusion of new car enterprises, the development prospects of such enterprises are not optimistic.
Taking cars and homes as an example, the early layout product SEV also belongs to the scope of low-speed electric vehicles to meet the short distance needs of consumers. However, the SEV project incubated for two years has been suspended due to various reasons such as the slow introduction of low-speed electric vehicle laws and regulations.
On August 19, A dealer responsible for the sales of low-speed electric vehicles said: "At present, the sales of electric vehicles in Leiding are relatively good, with an average monthly sales of 40-50 in the off-season and 80-100 in the peak season. 60-70% of the car buyers are the elderly and the rest are young. However, the management in some regions is strict, and the punishment measures are mainly fines. In addition, the sales of Chery and Yundu electric vehicles are not good, mainly because the product price is high and the range is low."
Seek "qualification" through multiple layout
At present, both manufacturers and dealers hope that the country can introduce relevant policies on low-speed electric vehicles as soon as possible. However, the biggest challenge of low-speed electric vehicles is still whether the standards to be issued by the country can meet the market demand.
On October 28, 2016, the National Standards Commission issued the notice of the third batch of national standard preparation and revision plan in 2016, in which the technical conditions of four-wheel low-speed electric vehicles, which have been highly concerned and expected by the industry, were included. As required, it should be introduced at the end of October 2018. At present, it is about two months before the introduction of this standard. It is believed that enterprises engaged in the production of low-speed electric vehicles will hopefully become regular.
It is understood that as early as April 14, the National Standardization Administration Committee took the Technical Conditions for Four wheel Low speed Electric Passenger Vehicles as a proposed project for public comment. At present, it has been drafted and formulated by the Ministry of Industry and Information Technology, and submitted to the four ministries for countersignature. It will be published and entered into the period of soliciting opinions on a certain date.
According to relevant insiders, the policy is formulated based on the general principle of "upgrading one batch, standardizing one batch, and eliminating one batch" by fully combining the four ministries and commissions to implement classified management for the combination of low-speed electric vehicles. Faced with the uncertainty of policies, some enterprises began to make "dual preparations".
In the first half of this year, Leiding acquired Shaanxi Qinxing Automobile Co., Ltd. and established the western production base of Leiding Qinxing new energy vehicles. The new base has the production qualification and capacity of buses, SUVs and logistics vehicles.
On July 18 this year, Reading released the "Wei Blue Double 100 Strategy". According to the strategic objectives, Leiding Motor will achieve the sales revenue of its Qinxing products of more than 10 billion yuan in 2020 and 1 million new energy vehicles in 2025.
An insider of Reading said: "The company's bus and SUV qualifications can help Reading avoid policy risks, but Reading will still focus on the low-speed electric vehicle market. In addition, the western new energy market has also grown rapidly in recent two years, providing some help for the development of Reading."
In Reading's opinion, the urban travel road is generally less than 30 kilometers, and the design speed of most roads is not more than 80 kilometers per hour. Urban consumers, as well as the economic demand for parking and vehicles brought about by narrow streets, have been ignored and far from being met by more than 600 million consumers in China's cities and towns.
It is worth mentioning that while Leiding has laid out its own development needs, many car enterprises hope to cooperate with it. The above person mentioned: "At present, many large car enterprises are also engaged in the production of low-speed electric vehicles, and they also hope to cooperate with Reading to meet the requirements of the double point policy, but Reading has its own considerations, and no specific cooperation has been reached at present."
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