· New energy auto industry is growing in 2015 or will break out
Say goodbye to new energy automotive industry news of success in 2014, looking forward to usher in 2015. In the new year, where will the production, sales, policies, and trends of new energy vehicles go? Undoubtedly attracts attention. The Shanghai Stock Exchange reporter found that the industry has always believed that if 2014 is the first year of development of the turning point of the new energy auto industry, then 2015 will be the year of the legendary explosion.
Relevant statistics show that the annual sales of new energy vehicles in 2014 reached 75,000 units, an increase of 324%. Among them, pure electric vehicles sold 45,000 units, an increase of 208% year-on-year; plug-in electric vehicles sold 30,000 units, an increase of 878%. A more striking contrast is that in 2012, the national new energy vehicle sales were less than 10,000 vehicles.
Will the sales of new energy vehicles continue to increase in 2015 ? BYD recently said in an institutional survey that, from the current data, new energy vehicles for individual consumers are in a completely competitive market, and models with superior quality and performance can quickly stand out. This part of the market will have very much in 2015. Fast growth. In addition, integrated transportation solutions in some cities or industrial parks may also adopt new energy vehicles, which will benefit the entire industry. With the enrichment of models and the production of new battery capacity , it is expected that sales of new energy vehicles will usher in rapid growth.
　　 On February 10, Galaxy Electronics also pointed out that with the continuous release of the state's support for new energy vehicle development policies and the implementation of subsidies for new energy vehicles in various provinces and cities , the new energy vehicle industry experienced rapid development in the second half of 2014. The overall market began to increase in volume, and the key products including new energy vehicle charging piles are in short supply. It is expected that the demand of the whole industry will continue to rise rapidly in 2015 and 2016.
“Recently, many investors have asked about the direction of the new energy vehicles.†Xin Zebang’s director, Liang Zuo, told the Shanghai Securities Journal that it is expected that the new energy vehicle industry will have a better growth in 2014, including hybrid electric The growth of vehicles may be more obvious, and the layout of the relevant industry chain in the early stage will be truly implemented and reflected in 2015. According to Liang Zuo, from the current situation, the company's new energy vehicle related products such as electrolytes have a very clear and good growth this year.
" The start-up pace of the new energy vehicle sector this year will be faster than last year. The company will always pay close attention to the technology and products in this field and maintain its technological frontier advantage in this field." A senior executive of Kstar told reporters.
However, the optimistic trend does not mean that "bread" comes so fast. Liang Zuo believes that the current new energy vehicle sector is mainly driven by the government and policies, and the real market has not yet risen. This is mainly due to imperfections in supporting infrastructure. He believes that the new energy industry market is really open, and ultimately it needs the drive of real market demand.
Looking back at the 2014 new energy vehicle sector policy, it can be said that the wind is blowing. From the first half of 2014 , the “Implementation Plan for the Purchase of New Energy Vehicles by Government Organs and Public Institutions â€, the “ Guiding Opinions on Accelerating the Promotion and Application of New Energy Vehiclesâ€, and the “Notice on Issues Related to Electricity Price Policies for Electric Vehicles†to “About The announcement of the exemption of new energy vehicle purchase tax, etc., is not the case. "The 2015 new energy vehicle policy will certainly not slow down." Liang Zuo judged.
"It is expected that the entire new energy market will really explode, not so fast." The above-mentioned executives of Kstar have clearly told reporters that in 2015, the launch of the new energy vehicle market is closely related to the degree of national policy, at least for now, charging Pile construction and operation have not formed a perfect layout. It said that before the new energy vehicles have really exploded, the company will still focus on the main PV industry and will not make large-scale investments in the new energy vehicle industry.
Qilu Securities new energy vehicle analysts pointed out that 2020 will be the key incubation period and tackling period of the new energy vehicle market, the policy dividend will run through this important period, and more heavy models will be launched in the same period to catalyze new Energy car market. Of course, the next decade will also be a period of rapid development of the new energy automobile industry. In parallel with this, power batteries and other fields will also emerge with the promotion of new energy vehicles.
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