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The image of “Book of Love Beauty” is mentioned. As one of the background figures, Ye Qiukong has 11 power battery supporting companies with the above 16 models, and is concentrated in battery companies such as Ningde era, Guohua, Ray, Biadi, and Lishen.
Faced with a serious industrial structure, markets such as rural and towns with over 700 million rural areas have undoubtedly become a new blue sea for electric exploration.
This article comes from: WeChat public number Senior engineer Sugar babyClean telephone ID: weixi “I will be taken to check tomorrow, and then we will issue a letter n-gg-lb in the community Author: Chen Ting
All calls began to come out. On July 15, the Ministry of Industry and Information Technology, in conjunction with the Ministry of Agriculture and the Ministry of Commerce, issued the “Notice on the Development of New Power Cars’ Downtown Activities”, actively promoting the upgrading of agricultural vehicle consumption, and the event time was 20Sugar babyJuly 2020 to December 2020.
Special activities and series of enterprise activities will be held in five cities in Qingdao, Haikou, Kunming, Chengdu and Taiyuan. The participating models include 16 new power models from 10 companies including BAIC New Power, Ola, SAIC-GM-Wuling, Biadi, etc., and are all positioned as A00-level micro-cars with a price of less than 100,000 yuan.
The major scenario of this policy launch is that the reduction in the slope and the impact of the new crown epidemic, Inner new power vehicles have been declining since July in previous years. The cumulative production volume in the first half of this year has dropped by nearly 40%. Although there was a rebound in June, the overall market is not pleasant.
In the face of the serious industry, it has more than 700 million rural residential areas. Nearby rural and town markets have undoubtedly become a new blue sea for electric exploration. In fact, whether it is policy direction or independent choice by car companies, the sinking market has become a new breakthrough in the new power automobile market.
Policy level, 2 In fact, ChenSugar daddyJubai does not quite meet Song Wei’s standards. Since 20019, the state has proposed to support cars to get off the country. Jilin, Guangdong, Sichuan, and Guangxi have also launched new power vehicles to include new power vehicles. BabyThe policy of supporting the car under the countryside, and a series of favorable policies such as car purchase, loosening and charging supplement.
In terms of the car enterprise, Changan, Baoyi, JAC, Chery, United, Changcheng and other car companies will accelerate the expansion of the market and the layout of car models in 2020. For example, Changan Benben E-Star and SAIC Colevi CLEVER, Leapmotor T03Sugar daddy, Wuling Hongguang Mini EV and other mini-cars are expected to be on the market, while the newly launched pure electric mini-car Wuling Hongguang Mini EV is only priced at 29,800-38,800 yuan, which is exactly the market.
In the agricultural market that is very sensitive to prices, the actual effect brought by the policy of the new car downtown is directly determined by the preferential strength of the car model. But long ago, the electric-transformation and penetration in this field is necessary, and it will promptly stimulate the battery demand of a number of supporting companies in the detailed domain, including Ningde era, Lishen, Zishu Power, Tafel and other supporting companies.
“National platform car companies sing”
The common sense among industry is that in the rural market where low-speed electric vehicles are cultivated, residents are relatively high in the reception level of electric vehicles, but are also very sensitive to prices. Their demand for electric vehicles is concentrated in three points: meeting career production, continuing flights of 200km (which can meet a week’s travel demand) and Escort manila for less than 50,000.
The 16 new dynamic models of the 10 companies participating in this time are entry-level micro-electric vehicles, with sales prices ranging from 50,000 to 70,000 yuan. Among them, SAIC-GM-Wuling Hongguang Mini EV lacks 30,000 yuan in price, which has good competition.
Teacher 1 Ye. A year ago, there were differences in the national level of automobiles under the countryside. The new round of new power automobiles under the country continued to send voices: “I am still at the rescue station.” “You have not received the country’s clear fund support. You only call on the authorities of each office to launch corresponding policies, and rely on the initiative of participating in the car model of the car company. daddy is profitable, etc.
The supplementary law is based on the policies of supporting new power vehicles issued by local authorities. The event is concentrated in the original five cities, except Haikou, Kunming, Chengdu, Tai, and now… The electric energy of the private consumption market in the other four cities except Haikou is not high. The office has strongly promoted the condition that it can drive the local government. escort‘s new power automotive industry, now to see the actual situation Escort‘s consequences are not obvious.
Then, the new power car manufacturer participating in this wheel will actively benefit. The maximum discount for a single car is 8,000 yuan and a minimum discount of 2,000 yuan. Sugar daddy evenly single carSugar babySugar babySugar babySugar baby daddyEscort manila offers between 2,000 and 5,000 yuan.
Many insiders said that “the state sets up a platform, car companies sing”, only the company spends 5,000 yuan on the exchange discount (for three-wheelers/low-speed car users) and final review insurance do not fail to meet the price expectations of rural consumers. In addition, the price of microcars is already expensive and there is no cost reduction. Baby, some companies believe that if the agency can engage in Sugar daddy and conduct a 1:1 split to open the rural market.
In the above scenario, the common sense among the differences within the industry is that overall expectations are not easy to say, but after the various offers, EscortThe sales price of cars with less than 50,000 yuan can have opportunities, and the lower the price, the better.
Supporting battery enterprise opportunities
The 16 new dynamic models participating in this wheel event are BAIC EC3, Ola R1, Ola iQ, Ola E100, Ola E200, Hongguang Mini ESugar babyV, Benben E-star, Chery eQ1, and Biadi series (Yuan, e1, e2, e3), JAC iEV6E, Dongfeng EX1, Benfeng E01 and Which Cat finally calmed down and fell asleep obediently. Zha N01.
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Gaoeng Steel Electric AwardSugar baby, and participated in the above 16 models of the car. There are 11 power battery supporting companies, and they are concentrated in battery companies such as Ningde era, Guohua, Luxe, Biadi, and Lishen. For example, in the Ningde era, the Escort manila, the E200, the E01 and the Nezha N01 are equipped with BAIC EC3, the Hongguang Mini EV, the Sugar daddy Rui eQ1 and the Nezha N01.
At present, in order to reduce the price gap between low-speed electric vehicles, micro-electric vehicles have different ways to control the capital. Importantly, the battery choice of phosphate iron steel with lower capital and better safety is no longer chasing highs, and the company will better control the competitiveness of the product.
Gaogong Steel Electric has reported that in 2020, the LFSugar daddyP battery version models are all supplied to the LFSugar daddyP battery version models. The Baoquan E300, Chery eQ1, JAC iEV 6E, BAIC EC200 and other 150km-200km have been applied for low-sustainable airline-free and unsupplenished models.
The Hongguang Mini EV is equipped with the Guohua High-Tech LFP battery, with a battery capacity of only 13.82kWh and 9.2kWh. The NEDC’s continuous mileage range is 120km and 170km respectively. The price is below 30,000 yuan, and the competition advantages of the same platform as the planned low-speed electric vehicle are obvious.
In priceAs the king’s sinking market, we will see that the new car is not strong enough to supplement the country and the form is not open. It is still not easy to evaluate the demand in the short term. It is undeniable that this new power car is undoubtedly a good start to the rural market where demand is huge.
Long-term, the electric penetration in this field is necessary, including more precisely positioned new forces such as Hongguang Mini EV and Baoyi E serie TC:
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