Near the Spring Festival, the annual meeting of the annual meeting of all walks of life, the holiday of the holiday, has basically entered the period of summing up the celebration, but the field of new energy vehicles has not dared to relax. After a full year of wind and wind, at the end of the year, the Ministry of Industry and Information Technology and other relevant departments also rushed to the end of the year, released 1-5 batches of "New Energy Vehicle Promotion and Application Recommended Model Catalogue", pure electric passenger vehicle production license, "new energy vehicle promotion After applying the important policies and documents such as the Financial Subsidy Policy, it was less than half a month after the release of the fifth batch of the Catalogue, and re-examined all the 1-5 batches of the Catalogue. In addition, LeTV, Tesla, Ford and other big coffees or net red also have big moves. Why are the government and car companies rushing to make big moves at this festival? Several heavy events in 2017 have reflected what information the industry has. ? On January 8th, the China National Vehicle Technical Service Center issued a notice on adjusting the “Recommended Models for the Promotion and Application of New Energy Vehicles†(hereinafter referred to as the “Directoryâ€), stating that the 1 to 5 batches of recommended catalogues issued in 2016 need to be re-approved. . The "Catalog" application clearly highlights the five aspects of the application of the company's ability to introduce, namely, new energy product research and development and production capacity, new energy products after-sales service and emergency support capabilities, new energy products key parts quality assurance capabilities, new energy products Production consistency assurance capabilities, Power Battery recycling capabilities. In addition, the Catalogue has introduced clear technical requirements for new energy vehicle companies and products. It is understood that the first five batches of the Catalogue involve 235 new energy auto companies with a total of 2,193 models. Only the models entering the new energy vehicle promotion catalogue can receive the subsidy amount specified in the subsidy policy, which means that not only the unqualified models may be out. In addition, since the re-examination requires a certain period of time, the subsidy time will be further delayed. Industry insiders speculate that the new Catalogue may not be available until the second quarter of 2017, which means that in the first quarter, the entire new energy vehicle companies have no financial subsidies, which will affect sales in the first quarter and even the whole year. 90% of bus companies and startups will be out The purpose of this re-examination of the government is to eliminate the enterprises in the Catalogue that are not up to standard and deductive, in order to regulate the development of the new energy automobile industry. However, from the re-examination of the new requirements, most of the bus and electric car start-up companies will be eliminated. On January 4th, LeEco-Faraday officially released its first production car FF91 at the CES show in Las Vegas. From the published data, the FF91 is very cool, with 1050 horsepower, 1800 Nm, 0-100 km / h acceleration 2.39 seconds, linear acceleration performance spike Tesla Model X and Ferrari 488 GTB and other top opponents. Jia Yueting said that FF91 will be launched in mass production in 2018, with 300 units being the first, with a deposit of 50,000 and a price below 2 million. It is said that the FF91 is within 36 hours and the scheduled amount is over 60,000. However, can you deliver the car on time? What is the configuration? These are all questions in the industry. 2018 will be the explosion point of the new energy car hot war Many people think that LeTV is in the car in 2018. This time is a bit of a tear! However, who can understand the difficulties more than LeTV? This is also helpless. The cross-border forces such as Internet companies have joined, the time when foreign car companies have announced their presence in China, and the protection of policies have disappeared. Various factors have intensified the competition situation of new energy vehicles, and from the perspective of product planning and market introduction time of automobiles, The adjustment period of the new energy vehicle market is no more than two years, and it is likely to be fully erupted in 2018. Therefore, if LeTV does not rush to launch at this time, there will be no chance of staging. Tesla announced on January 4 that the Gigafactory plant in Nevada, USA has begun mass production of lithium-ion batteries. It is understood that Gigafactory is a special 2170 battery built by Tesla and Panasonic. The battery has a diameter of 21mm. The height is 70mm and will be installed on Model S, Model X and Model 3. According to the plan of the super factory, its production capacity is expected to reach 35GWh in 2018 and 105GWh in 2020, surpassing the existing lithium battery capacity in the world. Insiders said that the Tesla super factory will lead to an increase in global lithium prices. Integration, system is the trend, new energy vehicles will be the world of predators Some people think that Tesla is standing at the commanding heights of the industry, and has the advantage of capital and resources. Of course, it is built in the big, but Gigafactory is not so simple for Tesla. The important reason for the country to propose the 80Gwh capacity limit is to cultivate high-quality enterprises and form scale advantages to enhance international competitiveness. Although the huge financial subsidies in the past two years have raised a large number of new energy auto companies, this industry can only accommodate real predators. From January 14th to 15th, the “China Electric Vehicle Hundred People Forum (2017)†was held at the Diaoyutai State Guesthouse in Beijing. Government officials, experts and scholars, top executives and industry elites from related fields gathered to focus on the supply-side reform and innovation of the electric vehicle industry and explore ways to achieve sustainable industrial development. At the meeting, government departments and industry leaders have published countless wonderful ideas: BYD Wang Chuanfu: In the bus field, the fuel bus will die out by 2018; Didi Chengwei: The car ownership model is about to change, and the next five to ten years will become the operator of new energy vehicles; ZTE Feng Haizhou: 2017 should be the first year of wireless charging real application; State Grid Electric Vehicle Jiang Bing: Forming a complete ecology, the value of the charging infrastructure business model will be reflected. The National Development and Reform Commission, the National Energy Administration and the Ministry of Industry and Information Technology issued a notice explicitly requesting that from January 1, 2017, newly-produced electric vehicles and newly installed charging infrastructure must comply with the new national standard. The upgrade of the original charging facilities is also expected to be completed by the end of 2017. The charging standard will force the unification of the new energy vehicle to further remove obstacles. A unified charging network may be formed in the future The inconsistency of charging standards is a major obstacle to the promotion of new energy vehicles and the construction of charging piles. With the general trend of new energy vehicles, it is possible to form a unified charging network in the future, or to focus on several major businesses, so now Many charging pile startups may face death. 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