Recently, from the central to local governments, policies to encourage the promotion of new energy vehicles have been frequently spread. Industry experts predict that the sales volume of new energy vehicles in 2015 is expected to increase from about 18000 in 2013 to about 200000, and the upstream industry chain will also usher in explosive growth.
According to people familiar with the matter, the central government will introduce a new policy to compensate charging facilities in the near future. In the future, the charging pile industry may be subsidized by the tax revenue of gas stations. The new energy tax exemption policy is expected to be implemented in the near future.
In addition to supporting policies at the national level, local governments are also stepping up efforts to promote it. It is understood that at present, Beijing is actively studying the introduction of relevant policies, including no restrictions on the use of electric vehicles, and encouraging old vehicles to be replaced by new energy vehicles. At the end of June, Guangdong Province has determined the financial subsidies of various cities. In addition to the principle that the provincial financial subsidies are not lower than the national subsidy standards, the financial purchase subsidies at all levels and the whole industry chain subsidies are formed to promote new energy vehicles.
Sustained policy support ushered in the domestic new energy vehicle production and sales boom situation. According to the economic operation data of the automobile industry from January to may 2014 released by the Ministry of industry and information technology, the output of new energy vehicles in May was 3770, with a year-on-year growth of 98.32%. China's new energy vehicle related planning objectives clearly put forward that by 2015, the cumulative production and sales of pure electric vehicles and plug-in hybrid vehicles will strive to reach 500000. By 2020, the production capacity of pure electric vehicles and plug-in hybrid vehicles will reach 2 million, and the cumulative production and sales volume will exceed 5 million.
With the gradual implementation of China's new energy vehicle policy, the market demand has started and will continue to maintain high growth, and relevant companies in the industrial chain will also usher in opportunities. Motor (
Micro Motor,
Dc Motor,
Reducer Motor) drive system is one of the three core systems of new energy vehicles. Compared with traditional industrial motor (micro motor,
DC Motor, reducer motor), new energy vehicle drive motor has higher technical requirements. At present, from the comprehensive performance point of view, permanent magnet synchronous motor (micro motor DC motor speed reducer) has the most advantages, and can represent the development direction of new energy vehicle drive motor (micro motor DC motor speed reducer). From the application of downstream manufacturers, BMW, Volkswagen, Toyota, Nissan, BYD and other manufacturers of new energy vehicle electric motor (micro motor, DC motor, reducer motor) has basically adopted permanent magnet synchronous motor.
Benefiting from the outbreak of new energy vehicle production and sales, the global demand growth of high-performance NdFeB will be significantly accelerated. NdFeB is the key material for the rotor of permanent magnet synchronous motor (micro motor, DC motor, deceleration motor). According to experts, hybrid drive motor (micro motor DC motor reducer motor) consumes 1-3kg of NdFeB per vehicle, and pure electric motor (micro motor DC motor reducer motor) consumes 5-10kg of NdFeB per vehicle. It is estimated that the annual compound growth rate of global demand for high-performance NdFeB will reach more than 15% from 2014 to 2020.
In terms of the company, founder motor reserves 5-45kw different levels of new energy vehicle drive motor (micro motor, DC motor, reducer motor) products. The products have passed the inspection of authoritative departments and meet the parameter requirements of pure electric vehicles to be developed by customers. The company to be acquired by gaokerun has a strong technical and technological foundation in the automotive electronic intelligent controller. The main business of Beikuang magnetic materials is R & D, production and sales of magnetic materials and magnetic devices. In 2013, the company gradually adjusted its production structure and transferred its products to the middle and high end. In 2014, it expanded its production of 40000 tons of magnetic powder. Ningbo Yunsheng is the second largest NdFeB manufacturer in China. In 2013, the output of NdFeB was 4300 tons. The company's products are mainly located in the middle and high end, and its downstream application fields are mainly automobile motor (micro motor DC motor reducer motor) and industrial motor (micro motor DC motor reducer motor). Shanghai electric drive company is a leading enterprise of control motor in China. Its research direction covers all aspects of energy saving and new energy vehicle electric drive system.
