· Qualification relaxation, non-automotive industry is expected to receive new energy policy support

On November 26, the National Development and Reform Commission issued a draft for the approval of new energy vehicle production access conditions, and made relevant provisions on the investment projects and production access conditions for new pure electric passenger vehicle manufacturers. Earlier, the relevant person in charge of the China Automotive Technology and Research Center said that two or three special electric vehicle production licenses will be issued to non-automobile manufacturers, which will be approved within the first year. The NDRC publicly solicited opinions that the new energy vehicle production qualification is expected to be further relaxed, and more non-automobile manufacturers will be introduced into the electric vehicle industry to further accelerate the pace of industry development.
The draft for comment requires that the newly-invested project application enterprise must have more than three years of research and development basis for pure electric passenger vehicles, master the core technologies of vehicle control system, power battery and light weight, and have the prototype production capability of the whole vehicle. Not less than 15 vehicles. After the project is approved, the newly-built enterprise must complete the project construction according to the approved content and progress, and apply for the production access permit according to the prescribed procedures.
It is worth noting that recently, new energy vehicles have received a new round of policy-intensive support, including charging facility incentives, cancellation of local subsidized vehicle catalogues, and lithium battery subsidies. On November 25, the Ministry of Finance and other four ministries jointly issued a notice to arrange funds to reward the construction of charging facilities for new energy vehicles to promote cities or urban agglomerations. At the same time, encourage public-private partnerships to build and operate charging facilities. In 2015, the maximum amount of reward for individual urban agglomerations will be up to 120 million yuan. Preliminary statistics show that 39 urban agglomerations or promotion of demonstration cities reward funds, the total potential rewards can reach several billion yuan, calculated according to each charge-changing power station 3 million - 5 million yuan, the subsidy will effectively improve the construction of the charging network.
In addition, the relevant person in charge of the Shanghai New Energy Automobile Promotion Office recently stated that in the future, Shanghai will not introduce a new catalogue of subsidized vehicles for electric vehicles. On July 21, the General Office of the State Council issued a special notice on accelerating the promotion of new energy vehicles. It clearly stated that it is necessary to break local protection and implement a national unified new energy vehicle promotion catalogue. Under the demonstration effect of Shanghai, other places will gradually phase out the list of subsidized models.
From the data of new energy vehicle promotion, although this year's growth has been relatively fast, by the end of September, China has promoted 38,600 new energy vehicles. However, according to the promotion plan, from 2013 to 2015, 39 cities will be completed and applied for a total of 336,000 vehicles. Currently, the promotion volume is only 11.5% of the planned target, and the overall progress is still slow.
At present, restricting the development of electric vehicles involves many factors. In addition to battery performance, charging network and local protection, the production access of new energy vehicles is also a key factor. Non-automotive manufacturers have high barriers to entry, and only one license value exceeds 1 billion yuan. . The US electric car manufacturer Tesla has no previous experience in traditional car manufacturing, but with advanced battery technology, Tesla cars have become the industry benchmark.
The industry believes that the introduction of electric vehicle access conditions, while regulating the development of the industry, also provides new strength for the development of new energy vehicles, which will help the industry accelerate development. According to the Shanghai Securities News, Wanxiang Qianchao’s subsidiary Wanxiang Group is applying for electric vehicle production qualification. Yiwei Lithium, which is mainly engaged in lithium battery business, also said that the company is applying for new energy vehicle access qualification. We have cooperated with Jinlong Bus and Guangzhou Automobile Group to develop electric buses and other products.

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