Policy urges light-duty electric vehicles to hope to welcome the market first


Thanks to a purely electric passenger car purchase and sales contract, Dongfeng Motor's share price has risen to a limit of three consecutive trading days, and its market value has grown by more than 2 billion yuan. A small car rental company founded less than four years, orders only 500-1000 vehicles during the year, but it can set off a huge wave in the capital market. The reason for this is on the one hand due to the enthusiasm of investors for the concept of new energy vehicles, and on the other hand, the increasing demand for cars in urban logistics is ripening the marketization of light truck electric vehicles.

Small companies leveraging large-cap <br> <br> daily limit, daily limit, but also the daily limit, August 19 Dongfeng Motor shares daily limit for a third day, 4.28 yuan closing price also hit a new high of nearly three years, during The market value increased by more than 2 billion yuan. The reason Dongfeng Motor’s stock price is bullish is mainly due to the announcement of orders for a new energy bus. Dongfeng Xiangyang Wagon Co., Ltd., a subsidiary of Dongfeng Motor, signed a purchase and sales contract for pure electric buses with Zhejiang Shikong Electric Vehicle Co., Ltd. It plans to sell 5000-10000 pure electric buses to Zhejiang in the space of 2015.

The promotion of difficulties has always been a chronic illness in the new energy vehicle market. Although the country has introduced financial subsidies, exemption of purchase tax, and encouragement of private capital to invest in supporting facilities this year, it is still difficult to see the signs of the marketization of the pure electric vehicle industry in the short term. In the field of passenger vehicles, although BYD and Ankai buses and other enterprises have received some orders, the overall scale is still limited. BYD does not hesitate to build factories in many places in order to promote K9 pure electric buses. The investment scale is huge. In this context, Dongfeng Motor suddenly obtained orders for 10,000-size pure electric buses.

On the North Road in Hangzhou City, the purchase of 10,000 orders, Zhejiang Space-Electric Electric Vehicle Co., Ltd., was invisible here. In September 2010, Chen Feng, a native of Zhejiang, founded the company, which specializes in pure electric vehicle leasing. Unexpectedly, this small company with less than 4 years of establishment and only an initial investment of 50 million yuan in angels has shaken the market value of Dongfeng Motor’s 2 billion yuan in three days.

In accordance with the agreement, Dongfeng Motor's supply in 2014 is very conservative, "500 must guarantee, and strive to 1,000." In fact, the risk of this sale and purchase still exists. Spacetime Electric is mainly engaged in car rental business. The successful implementation of 10,000 orders depends on two factors. First, the demand for logistics vehicle leasing business is strong. At present, the space-time electric power official website has already launched the “upcoming logistics vehicle” propaganda, but details such as lease price and depreciation cycle need to be explored; Second, the financial strength of space-time electric power, the company’s E20 sedan is currently supported by Zotye. The production of automobile production lines has relatively low bicycle prices. The pure electric bus purchased from Dongfeng Motor is a modified vehicle based on Dongfeng Yufeng's long-axis high-precision version. It includes two types of vehicles: 80KWH and 100KWH, and the amount of funds to be invested is huge.

Light-duty electric vehicles set off a gold rush in early August, a group of pictures on BYD pure electric light truck T5 heat transfer online, it is reported that the main direction of this car is the city logistics. Li Yunfei, Deputy General Manager of BYD Auto Sales, told the media that the T5 product is still in trial operation. According to BYD's new energy product plan, it will include T-series light trucks for urban logistics, C-series products for intercity passenger transportation, and Urban passenger transport K series products. It can be expected that following the E6 and K9, the T5, the flagship city logistics company, is expected to become BYD's next pure electric vehicle product.

“The use and maintenance costs of electric trucks are lower than those of traditional cars. The power consumption is about 10 degrees for 100 kilometers, which is a significant cost savings over fuel vehicles.” A new energy vehicle expert introduced that electric trucks have low heat radiation and noise during driving. Zero emissions greatly reduce the city's air and noise pollution, making it ideal for use in plant and logistics companies.

The above-mentioned experts also emphasized that light-duty electric vehicles are expected to become a subdivision of the new energy vehicle market. Since the beginning of this year, the promotion of new energy vehicles has faced many obstacles in application. For example, cars are limited by the lack of supporting facilities, and the current electric vehicle products have very limited endurance. Bus replacement costs are relatively large and need to rely on national and local subsidies. . However, the light truck electric vehicles used in urban logistics have a market-based basis. The fixed logistics route has increased the tolerance for low cruising mileage, and the use and maintenance costs have also been significantly reduced compared with those for fuel vehicles, which is beneficial for companies to reduce costs.

In fact, while auto companies are investing funds to develop pure electric light trucks, the demand for pure electric buses for urban logistics is constantly increasing. Recently, executives from China New Energy Automobile Co., Ltd. revealed that the company has signed supply agreements with China Logistics, Zoomlion and other companies with a cumulative supply of 3,500 vehicles. It has also cooperated with Jingdong Mall, Beijing Xinfadi, Beijing Grain Group and other domestic companies. A number of well-known logistics companies and distribution centers reached an agreement to jointly promote a full range of pure electric city logistics distribution vehicles. At the same time, the planned Beijing-Tianjin-Hebei modern green logistics distribution network solution plans to fully electrify the distribution vehicles in Beijing Wuhuan within three years.



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