Ouyang Minggao: The growth of new energy commercial vehicles is “over”


“The leading role of commercial vehicles in the development of new energy vehicles is worthy of recognition. However, this year's growth rate in this area is somewhat beyond imagination. It always feels that there are problems and it is somewhat unsteady.” December 23, The executive vice chairman of the China Electric Vehicles Association of 100, the head of the overall expert team of the electric vehicle major project of the Ministry of Science and Technology, the member of the Standing Committee of the National Committee of the Chinese People's Political Consultative Conference, and professor Ouyang Mingao of the Tsinghua University said at the press conference of the "China Electric Vehicles Centennials Forum (2016)" press conference. .


New energy commercial vehicle appeared "extraordinary" growth <br> <br> data show that from January to November, China's total production of new energy commercial vehicles 87,000, an increase of 11 times the expected annual production will exceed 90,000.

According to Ouyang Minggao, this growth rate is extraordinary. “It can be seen from the data that China’s new energy commercial vehicles are on a fast volume this year, with production exceeding 20,000 units in November alone. This year, the rest of the world combined to produce a total of more than 10,000 vehicles. That is to say, The amount of possessions in other countries around the world adds up and we finish it in a month.

Why does "super-normal" growth occur? Ouyang Minggao said that the production of new energy commercial vehicles has soared this year. The biggest contributor to this is the 6-8 meter pure electric light passengers, which account for 79% of the total, and more than 10 meters. The model accounted for only 21%, and the main reason for this is that the subsidies for 6 to 8 meters are too high.

"If calculated according to the 'national compensation' are all 300,000 yuan, the subsidy amount of 6 to 8 meters of pure electric minibuses is as high as 600,000 yuan, making its purchase cost lower than that of traditional passenger cars, even in parts where subsidies are higher. It is possible to achieve 'zero cost'. Therefore, it is not surprising that the model is showing explosive growth." However, according to Ouyang Minggao, this situation should be greatly improved next year. “Sales increase is a good thing, but the market relies too heavily on subsidies and it will leave a lot of aftereffects. Now that the subsidies are high, users are rushing to buy, after that subsidies are reduced, and car prices are higher. What to do? The user’s desire to buy will definitely decline. The damage of the industry is very large. Therefore, the subsidy system will need to be further improved next year, said Ouyang Mingao.

Pure electric bus and car logistics <br> <br> prospects despite the policy of subsidies caused by excessive market a little too "aggressive", but Ouyang Ming Gao still affirmed the commercial reasonableness of the new energy promotion scheme.

“The promotion of new energy commercial vehicles is called 'big and small', and the previously known 'two tight' promotion strategy is to push from the middle to the middle of large vehicles and mini-vehicles. From this we can see that new energy commercial vehicles are driving The role is still very large, so the market should continue to develop in the future.” Ouyang Minggao believes that in 2016 pure electric buses and logistics vehicles will make breakthroughs.

“In the public transportation market, due to problems such as high operating costs, low attendance, large batteries, and inadequate infrastructure in previous new energy vehicles, the bus companies did not accept such models, and there was even a lot of resistance. Electric hybrid buses, for example, are not plugged in at all in the operation process in many areas. This is a well-known event.” However, Ouyang Minggao believes that after several years of development, the technical level of new energy buses will continue to increase. The efficiency has also improved significantly. The operating efficiency of electric buses like Shenzhen has risen from the original 60% to the current 93%, reaching the level of traditional passenger cars. At the same time, the weight of the battery is also reduced, and the performance is constantly improving. Now the battery has been able to guarantee 8 years. In addition, with the tilt of the subsidy policy to new energy buses, bus companies have also increased their enthusiasm to purchase such vehicles. Therefore, starting next year, new energy buses will have a rapid growth in the public transport field.

As for pure electric logistics vehicles, the rise of e-commerce has enabled the rapid development of the logistics industry, and the number of urban logistics vehicles has also increased accordingly. However, with the increase of urban environment and traffic management, logistics vehicles in major cities have faced the difficulties of prohibition and restriction. At this time, pure electric logistics vehicles have become the best solution for replacing fuel vehicles. Therefore, Ouyang Minggao believes that next year pure electric vehicle logistics will also have better development.

Strengthening the core technology innovation-driven transition to a market <br> <br> from the new energy automobile development trends of this year, still rely mainly on policy-driven. However, not long ago, Vice-Premier Ma Kai of the State Council put forward the development guidelines for new energy vehicles at the meeting, namely, "market-led, innovation-driven, key breakthroughs, and coordinated development." In this regard, Ouyang Minggao pointed out that in the early stage of market development, the government-led industry has a good role in promoting the development of the industry. However, in the long run, relying solely on the government is unsustainable. The opening, recharging of the market and the liberalization of road rights are the basis for the development of the market-oriented direction.

Secondly, in Ouyang Minggao's view, new energy vehicles must also shift from "subsidy-driven" to innovation-driven transformation. "At present, most of the new energy automobile market is the products of domestic companies. In the near future, foreign companies will become more competitive after strong entry. By then, subsidies can no longer be used as a competitive weapon and must rely on technological innovation, policy innovation, and business model innovation. Coping.” Ouyang Minggao said that technological innovation is the innovation of battery technology, which is a top priority. Next, the “Thirteenth Five-Year Plan” will also propose a “technical upgrade strategy,” specifically, “deep deploitation of power, integrated vehicle intelligent network, and lightweight body structure”, while “electricity, intelligence, and lightweight” "Integration" is the focus of the next technological breakthrough in the new energy automotive industry.

In terms of policy innovation, Ouyang Minggao emphasized that the country’s subsidy quota will fall by 20% again in 2017 and 2018, and will further decline by 40% by 2019. Next, it will be supplemented with 5L fuel consumption, point trading and carbon emissions trading systems. Such as replacing the subsidy policy, make the subsidy policy more market-oriented.

In addition, there are still many problems in the new energy automotive industry that are inconsistent, including uneven product mix, shortage of battery capacity, lagging charging facilities, and lack of positive interaction between policies and the market. Ouyang Minggao said that although these are not mainstream phenomena, they do exist. Therefore, in the future, the country will further improve and innovate all policy systems to market-oriented transformation, avoid the phenomenon of mixed media in the current market, increase the enthusiasm of social investment, and form a positive interaction.



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