· 7 departments jointly issued a new energy vehicle ushered in "policy city"

On the one hand, the policy is intensively released, and on the other hand, the sales of new energy vehicles are rising.
On October 22, the National Development and Reform Commission, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Environmental Protection, the Ministry of Housing and Urban-Rural Development, the Ministry of Science and Technology and the National Energy Administration jointly issued the “Beijing-Tianjin-Hebei Bus and Other Public Vehicle Promotion Programs for Public Service Sectors”, which was proposed by the end of 2015. The proportion of new energy vehicles in the Beijing-Tianjin-Hebei region is not less than 16%, and the proportion of new energy vehicles in Beijing and Tianjin taxis is not less than 5%.
The significance of this document is that, firstly, the 7 departments jointly issued a document to promote new energy vehicles, which is relatively rare. Second, this time is a work plan that is practical and has planned specific targets and proportions. , revealed the requirements of rigid development.
On the other hand, the national automobile production and sales data released by the China Association of Automobile Manufacturers in the first nine months of 2014 showed that new energy vehicles produced 38,522 vehicles from January to September, and sold 38,163 vehicles, up 2.9 times and 2.8 times respectively.
In 2013, China's new energy vehicle production was 17,500 units, and in 2012 it was 12,000 units. This means that the sales of new energy vehicles in the first nine months of this year are close to the sum of last year and the previous two years.
Policy support and sales surge, does it mean that the market for new energy vehicles is coming spring?
Behind the surge in sales With the support of continued policy support, sales of new energy vehicles have soared this year, but it is also policy support. In the past few years, sales of new energy vehicles have been flat.
First look at the data of several groups of subsidies. In 2009, the “Interim Measures for the Administration of Financial Subsidy Funds for the Demonstration and Promotion of Energy-Saving and New Energy Vehicles” proposed by the state will provide subsidies for pure electric vehicles of up to 60,000 yuan per vehicle. The Ministry of Finance and the State in 2010. The National Development and Reform Commission issued a joint document to propose subsidies for domestically produced new energy vehicles at 3,000 yuan/kWh. The pilot period is from 2010 to 2012.
Although the policy is vigorously promoted, the reality is very skinny. According to the China Association of Automobile Manufacturers, China’s new energy vehicle sales in 2012 were only 12,000 units, accounting for 0.7% of the total new vehicle sales in the year. This figure was only 8,159 units in 2011.
Why is the promotion of new energy vehicles “sharp and hot”? “My summary is a few. First, its performance deviates far from the traditional driving habits of consumers. Second, the initial input cost and the replacement cost of the battery are much higher than the traditional ones. This is a Third, the charging facilities can't keep up. These three reasons constrain the promotion of new energy vehicles, especially the promotion of pure electric vehicles.” Chen Ping, deputy general manager and chief engineer of Chongqing Changan New Energy Automobile Co., Ltd. Said.
For this year's sales surge, Lin Yi, deputy chief engineer of BAIC Group, told the Economic Observer that "the State Council has four national surveys this year, all of which are aimed at promoting and applying new energy vehicles. They also made clear instructions on the development of electric vehicles. In addition, a series of policies have been issued this year, including the exemption of new energy vehicle purchase tax from September 1, about one car will save about 10,000 yuan. It is a stimulus to consumers. BAIC has only ordered more than 1,000 vehicles in September. It was unimaginable before; this year's national policy encouragement, including the introduction of policies, guidance and infrastructure construction, are also relatively large. Beijing The city has now built hundreds of charging piles, which will stimulate consumption."
Chen Ping also said, "National preferential policies such as exemption from purchase tax, subsidies, charging facilities to support electricity prices, as well as the performance of new energy vehicles and the decline in costs, these factors have contributed to a better situation this year. But we can see that if there is no subsidy, there may not be so many cars sold, and it also involves the government's promotion, seeing the performance of the current sales market, mainly buses, taxis; and the rental market, which is inside. It may involve the cars that they produce themselves, bought by their own leasing company, obtained state subsidies and then rented to users. It should be said that subsidies are a big driving force, and if there is no subsidy, this market is still facing a big The challenge, so I think that new energy vehicles, especially pure electric vehicles, will take some time from the real popularity."
On October 22, the National Development and Reform Commission and other 7 departments jointly issued the “Beijing-Tianjin-Hebei Bus and Other Public Energy Vehicles Promotion Programs for Public Service Sectors”, proposing to promote 20,222 new vehicles in the public transportation service area in Beijing-Tianjin-Hebei region from 2014 to 2015. Energy vehicles, by the end of 2015, the proportion of new energy vehicles in the Beijing-Tianjin-Hebei region is not less than 16%, and the proportion of new energy vehicles in Beijing and Tianjin taxis is not less than 5%.
As a result, a favorable route for new energy vehicles has emerged, and the public transportation service sector will become a breakthrough for the government to promote the development of new energy vehicles.
Four major bottlenecks However, even in accordance with the above-mentioned development rhythm, the planning target for the new production and sales of new energy vehicles will exceed 50,000 units in 2015, which is still far from the “12th Five-Year Development Plan for New Materials Industry”.
For the bottleneck of the development of new energy vehicles in China, the views of the industry are relatively uniform. There are four main points: one is the design of the whole vehicle, the second is the battery technology, the third is the infrastructure such as charging pile facilities, and the fourth is the key component technology of the automobile. .
"At this stage, we have to promote electric vehicles with many problems: First, we must have a source of electricity. For example, Beijing citizens buy our electric vehicles. It is up to our car company to coordinate the property and help them choose charging facilities. The charging network is also built. Ok, and the money needs to come out of the car company, so we have to sell more than 10,000 yuan for the construction of charging facilities. Now the general practice is to first sell to a buyer with a fixed parking space to build a car. Charging piles, personal use may be rushed once every two or three days, the current state of the art of automotive technology is probably the application mode." Lin Yi said.
Chen Ping also said, "There is a need for a transition between the traditional car to the hybrid car, and then to the new fuel cell carrier of the new energy car, all need a certain process, and the driving part of the electric power gradually increases in this process. Of course The most important thing is the product itself, the first is performance, the second is cost, price/performance, and one important thing is charging facilities."
"General Secretary Xi Jinping inspected SAIC this year and put forward the idea that 'new energy vehicles are the only way for China's auto industry to become bigger and stronger'. The "Energy Conservation and New Energy Vehicle Industry Development Plan (2012-2020)" also mentioned To take pure electric drive as the strategic orientation of the development of China's automobile industry, pure electric is a development direction, and it is the first choice or the only choice." Lin Yi said.

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