New energy components are bothered by independent and weak foreign investment
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It is understood that the government will give different levels of subsidy standards for hybrid vehicles, plug-in electric vehicles and pure electric vehicles. For hybrid vehicles that cannot be externally charged, the policy will be classified as “energy-saving vehiclesâ€, and the subsidy amount will be unified to 3,000 yuan. For the "plug-in electric vehicle" and "pure electric vehicle", the maximum subsidy amount will reach 60,000 yuan. However, the specific amount of subsidies for enterprises is not yet known.
But this does not affect the enthusiasm of car manufacturers for new energy vehicles. Long before the government introduced support policies, the development of domestic electric vehicles has been “in full swingâ€. Since January last year, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and other ministries have jointly issued a document announcing the vigorous support for the development of new energy vehicles. As a result, China seems to have stepped into the era of the "Great Leap Forward" of new energy vehicles. According to incomplete statistics, only 20 vehicle companies announced that they have successfully developed pure electric cars last year. At present, there are more than 40 complete vehicle companies claiming to have pure electric car technology, and the number far exceeds that of Japan and the United States.
At present, many independent brand companies have announced that they own electric vehicle R&D and production technology. At the Beijing Auto Show, only a few new models of new energy vehicles were launched. However, whether the performance of the product is too strong has not been verified. Some insiders have said that from the technical point of view of automobiles, new energy is the least progress in technology in the past 10 years. Another commentary pointed out that these electric vehicles have a short cruising range and must pull a car battery on the road. They have a long way to go from the pavilion to the market.
Obviously, the weakness of the new energy auto parts industry has brought uncertainties to the development prospects of China's new energy auto industry.
In this regard, some experts in the industry pointed out that the lack of development of core components is actually the biggest shortcoming of China's new energy vehicles. In addition to subsidies, it should strengthen support for key parts and components.
Foreign investment
In addition to domestic car companies, multinational parts companies are also eyeing the delicious cake of China's new energy vehicles. Behind their frequent actions is the determination to win in the new energy market in China.
A few days ago, a press release from the Continental Group said that the company's motor products for electric vehicles have successfully passed the steps of laboratory R&D and testing applications to industrial scale production. Germany is now in production. Although Autobot was calling the mainland China PR official, the person did not give a specific date for the technology to serve the Chinese market, but developed component power electronics modules for hybrid and electric vehicle modular systems. Continental will plan to localize in China in 2010.
The Dongfeng Fengshen ECS concept car built by the group in conjunction with Dongfeng has also appeared. As early as two years ago, Continental Group announced that it would continue to increase its investment in the Chinese market and introduce its environmental protection technology to China to enhance the competitiveness of Chinese automakers in energy conservation and environmental protection.
The well-known component giant Bosch is also in the field of new energy in China. Bosch's hybrid technology will be mass-produced in 2010. Developing future electric vehicles will become one of Bosch's main tasks in China. Peng Deyuan, president of Bosch (China) Investment Co., Ltd. said: "By localization of products and technologies, Bosch's electric drive business unit will be able to provide all power and torque ranges for China. Hybrid vehicles and electric vehicles provide motor and power electronic controllers and power batteries." In the field of new energy for commercial vehicles, some multinational auto parts giants have already tasted the sweetness of new energy vehicles. In the "Ten Cities and Thousand Vehicles" project promoted by the Ministry of Science and Technology, some automakers have chosen to cooperate with multinational parts suppliers with relatively mature technology in order to take shortcuts.
Among them, Eaton, which provides passenger car hybrid power system, is undoubtedly one of the biggest beneficiaries. As a direct competitor of Eaton, another multinational auto parts company, Ellison, is also very active. Since 2005, Allison has cooperated with Shenwo to jointly develop a hybrid bus. Earlier, Alison also received orders for 800 hybrid systems in Beijing.
It is understood that almost all of the overseas hybrid power system, battery and motor suppliers with certain strength have come to China to open up the market. "The potential of China's new energy vehicle market is too attractive." A multinational parts domestic sales manager Said. "The work done now is mainly to develop customers and establish a brand. China's new energy vehicle market has just started, who can seize the opportunity, who may have a larger market share in the future."
Many people in the industry expressed concern about this phenomenon. Bus expert Wang Jian said: "If the situation is allowed to develop, Eaton will form a monopoly. The independent research and development of the core technology of hybrid buses will also be ignored." The person in charge of the company pointed out sharply: "The state's financial subsidies do not support themselves. The key component industry has become the core technology of multinational companies."
Multinational auto parts companies have been making frequent moves in China's new energy auto market, which has attracted some industry insiders' concerns. Industry insiders said: "The active participation of multinational auto parts giants can effectively promote the entry of new energy vehicles into the industrialization stage in China. However, at the beginning of China's new energy auto market, the cake is still small, and foreign capital is the key. The parts and components sector has taken the lead, and there is a rapid expansion trend. The living space of local enterprises with relatively weak strength will be severely squeezed, and the development of key technologies for independent new energy vehicles will be more difficult."
Industrialization bottleneck
In fact, with the listing of new energy vehicles, the R&D capability of vehicle manufacturers has been improved, but few domestic component companies have claimed that they have achieved results in the R&D and design of parts and components for new energy vehicles.
In the Chinese auto market, BYD, which started with the battery industry, has always demonstrated the position of the leader of domestic pure electric vehicles. At the same time, domestically produced brands such as Jianghuai, Chery, Great Wall and Haima have also made efforts in the field of new energy vehicles. However, the lack of core components of new energy vehicles is indeed an indisputable fact. Most independent enterprises have adopted outsourcing methods for new energy vehicles such as battery management systems, motors, and motor drive controls.
It is understood that in upgrading the performance of traditional fuel vehicles, Chery Automobile has chosen to cooperate with Eaton, and will launch three new models such as Tiggo equipped with supercharged engines in the second half of the year. Dong Yang, executive vice president and secretary general of China Association of Automobile Manufacturers, told Autobot: "China's new energy vehicle technology actually has a gap compared with foreign technology." At present, no Chinese company can produce power batteries. The diaphragm and the technology and equipment for producing the diaphragm are in the hands of Western countries. In addition, the integrated components in the motor and control system are all imported. For domestic car companies, without the growth of domestic new energy vehicle parts systems, the competitiveness of China's low-cost new energy vehicles is naturally difficult to grow healthily. Li Wanli, Coordination Division of the Industry Department of the Ministry of Industry and Information Technology, clearly pointed out that the industrialization of key components and the localization of basic raw materials are the key and bottlenecks for the development of new energy vehicles. Due to the core transmission modules of new energy vehicles, key components such as motors and electronic control systems have been monopolized by international giants. Although domestic enterprises are in research and development, it is difficult to meet the requirements of OEMs. "At present, there is no industrialization basis for new energy auto parts. It is difficult to achieve the goal of 5% of new energy vehicles in new car sales in 2011." Li Wanli expressed concern.
Under the subsidy policy, the traditional bus manufacturing process for external procurement, integration of resources, and production of products has become a matter of course. Enterprises do not have the motivation to develop core components technology, and local parts manufacturers have a relatively large technical gap because of the late start. However, due to the lack of state financial subsidies, it is impossible to compete with foreign core component manufacturers, and only the share of core components of domestic new energy buses can be handed over.
The resulting series of problems are still behind. Due to the non-opening of the core technology of the control system in foreign countries, the new energy bus not only leads to a long maintenance cycle, but also brings potential safety hazards. It is understood that in some areas, new energy vehicle control systems have faults on the road. Once they occur, the whole vehicle is in a state of failure, and safety accidents such as brake failure have occurred several times. There is a problem with the control system and the driver is powerless. The core technology of new energy vehicles needs to be tackled. Only the core technology can be localized, and it can be popularized among maintenance and drivers.
Who can guarantee that this situation will not appear on domestic passenger cars?
Break the way
Effectively prevent domestic new energy auto companies from embarking on the old road of the lack of traditional auto core components, and ensuring that domestic enterprises can master the key technologies of new energy vehicles is an important aspect of promoting the industrialization of new energy vehicles.
Earlier, some sources said that in the forthcoming revised version of the "Automobile Industry Development Policy", the focus will be on the introduction of new energy vehicles development plans, and proposed in the new energy vehicles, batteries, electric control and other core components Among the joint ventures, the Chinese party's holding ratio will not be less than 50%. Industry experts believe that parts and components enterprises in the new energy category may limit the share ratio in terms of foreign investment, which is good news for the development of the domestic auto parts industry. However, there was no follow-up news.
As new energy vehicles involve comprehensive changes in the frontier areas of engine technology, materials technology, and machinery technology, the implementation of the new energy vehicle industry strategy has also led the auto parts industry to face industrial restructuring. In order to cope with the development trend of new energy auto parts, some auto parts companies have been laid out in advance at home and abroad, and actively develop and adapt to the parts of electric vehicles.
Take Wanxiang Group as an example. They regard the new energy vehicle supporting business as the core of the future strategy. In the future, they will continue to increase investment and focus on development. It also passed a resolution to invest a total of 200 million yuan in 2010-2012 to conduct research and development, testing, production line investment and small batch production of electric vehicle motor and electronic control system products.
In addition to Wan, there are other domestic parts companies that see new energy is an opportunity. Therefore, investing a lot of money and fighting each other has become another phenomenon in the research and development of new energy components in China. Taking batteries as an example, the number of battery companies investing more than 100 million yuan can reach more than 20. Relevant experts believe that it is not conducive to the improvement of product technology level, which is weaker than the auto parts manufacturers in the government level. Due to the technical indicators of battery power drive system efficiency, battery system integration technology, fast charging materials, battery life and so on, we still have a big gap with foreign advanced enterprises. In the development of new energy automobile industry, effective use of policy guidance To make new energy auto parts enterprises unite, increase the investment scale of basic research, and accelerate the progress of product technology level, and become a way to break through the technical problems of core components.
In addition, experts also suggested that the government should increase support for parts and components research and development. At the same time, relevant domestic departments should provide guidance and services in introducing foreign technical standards and various relevant regulations for enterprises. Encourage joint development at home and abroad, or invite foreign technology research institutions to help develop and introduce technology.
"In terms of subsidies for new energy vehicle products, it is necessary to use the new energy core parts autonomy rate as an assessment standard and appropriately increase subsidies for such products." According to industry sources, this is to increase the research and development of new energy core components. A good way.