1. Home
  2. >
  3. Car News
  4. >
  5. New Energy Vehicles
  6. >
  7. How to deploy new...

[YesAuto News] The double points policy is released and the new energy vehicle stock ratio is liberalized… The new energy sector has ushered in a big wave of good news, which has also prompted the world’s major automakers to accelerate their deployment in China’s new energy vehicle market. As of now, Nissan, Volkswagen, GM, Toyota and other car companies have all put forward new energy development strategies in China, and have successively launched models, and the product line extends from plug-in hybrid to pure electric field.

Approximately 200 joint venture new energy vehicles will be launched by 2025

The Guangzhou Auto Show has just come to an end. In this auto show, New Energy is still the main force. The difference is that the joint venture brand New Energy products extend from the plug-in hybrid to the pure electric field, and pure electric models have appeared one after another. According to the company’s announcement, driven by the dual-point policy, joint venture car companies will continue to accelerate their electrification in 2018. It can be expected that 2019-2020 will be an explosive period for the contribution of joint venture car companies’ models, and around 2022, The world's mainstream automakers will successively launch dozens of pure electric models, and the launch of these models is also mainly aimed at China's new energy vehicle market.

Previously, due to the relatively small volume of fuel vehicles and the lack of clear market response, joint venture car companies have been slow to enter new energy, especially in the pure electric field. Up to now, only one of the mass-produced pure electric models of Sylphy Pure Electric under Dongfeng Nissan has officially gone on sale among the mainstream joint venture car companies.

However, from Sylphy·Pure Electric, we can also explore the layout of joint venture car companies in the field of new energy. That is, it is based on a mature fuel vehicle, and after testing the market response, the next large-scale action can be carried out. In addition, in terms of product parameters, joint venture car companies are also a little cautious.

In terms of product battery life and price, Sylphy Pure Electric does not have much advantage over domestic models such as BYD Qin Pro EV500. However, due to long-term precipitation in the automotive field, users have achieved good results in word of mouth. According to the big data of Autohome, the user's positive evaluation of Sylphy·Pure Electric is 66.08%, and the negative is 33.92%. Among them, the positive reviews are mainly concentrated on the appearance, dynamics and the overall interior, and the negative reviews are mainly concentrated on the overall evaluation of the riding space, the price of the vehicle and the overall fuel consumption.

With the launch of Sylphy's pure electric products, Dongfeng Nissan will accelerate its deployment in the new energy field in China. Technically, in accordance with Dongfeng’s plan, the adoption of Nissan’s technology will be accelerated, and the core components of electric vehicles (motors, inverters, reducers, etc.) will be fully localized in the next three years; Nissan’s battery technology and stepped electric vehicles will be fully utilized. Battery management technology and experience accelerate the deployment of battery recycling and reuse in China. In terms of products, it is expected that by 2022, Dongfeng Nissan will release at least 5 electric drive models, challenging 30% of the electric drive sales.

New energy vehicle production capacity planning for multinational auto companies
Car company name Model planning New energy vehicle factory layout in China Battery matching
Volkswagen Launch 30 electrified models in 2020 Foshan Phase II and Anting New Energy MEB plant are laying the groundwork; the total electric vehicle production capacity reaches 50 million units Signed a battery supply contract with LG Chem and CATL, and plans to build a factory in Europe to produce solid-state batteries
General Motors Start production of 10 electric vehicles in 2020 The Shanghai Jinqiao base is responsible for the production of new energy vehicles, and the Wuhan base is under planning Shanghai Jinqiao builds a lithium battery assembly plant and accelerates the layout of electric drive production
Nissan 40 electrified models launched by 2022

Zhengzhou plant: annual production capacity of 260,000 vehicles

Huadu Plant: Annual production capacity of 550,000 vehicles (not limited to new energy vehicles)

Sylphy·Pure Electric is equipped with Ningde era power batteries; in the future, localized production of power batteries in China will be realized
Toyota cars All models will be equipped with electrified versions in 2025 TEDA plant: annual production capacity of 120,000 vehicles Independent production of parts
Honda Motor Promote at least 20 electrified models in 2025 The third plant: annual production capacity of 170,000 vehicles Signed a contract with Ningde Times to develop electric vehicles
Ford Over 50 electrified models launched at the end of 2025 Jinhua plant: annual production capacity of 300,000 vehicles Signed with Guoxuan Hi-Tech to provide ternary power battery for Ford Zotye's first car
PSA Launch 15 electrified models in the next two years Xiangyang Plant: Started production of EP6FADT PHEV engines Cooperated with Nidec to produce electric traction motors
BMW cars Launch 25 electrified models in 2025 Changzhou Jintan Plant: Cooperating with Great Wall to start production of beam cars Established a power battery center in Shenyang and plans to start production in 2020
Daimler Group Release more than 50 electric vehicles before 2022 Cooperate with BAIC to establish a pure electric production base Cooperate with BAIC to establish a battery factory
Renault Group 20 electrified models launched in 2020 Wuhan plant: annual production capacity of 150,000 vehicles Signed a cooperation agreement with Ningde Times
Watchmaking: Auto House Industry Channel

Not only Nissan, but major mainstream auto companies are also accelerating their deployment in the new energy field in China. According to incomplete statistics, by 2025, various car companies plan to launch more than 200 new energy and new models, most of which will be launched in China.

Accelerated policy triggers a new wave of joint ventures

In addition to the existing joint venture brands, the dual-point policy has also promoted a new round of joint ventures. JAC Volkswagen, BAIC Daimler, Zotye Ford and others have started cooperation. Under the current circumstances, the layout of foreign-funded enterprises in the field of new energy vehicles has not been completed. There are very few foreign-brand pure electric vehicles sold in the Chinese market. However, due to the reduction of average fuel consumption target requirements, some enterprises are facing considerable pressure, which has led to new developments. Some new joint venture car companies in the energy sector were born.

In addition, policies have also given a series of support. At present, there are still restrictions on the number of joint ventures and shareholding in the field of fuel vehicles. Foreign capital that has already used up the number of joint ventures cannot add new joint ventures by acquiring shares in existing fuel vehicle companies. In the field of new energy vehicles, it is the first to break the previous limitation that foreign brands can not exceed two joint ventures in China. In addition, the policy also pointed out that in 2018, the restrictions on foreign ownership of special vehicles and new energy vehicles will be lifted to further support new energy.

New-round layout of joint venture car companies in the field of new energy (partial)
Cooperative car company

Joint venture situation

JAC + Volkswagen

JAC Volkswagen launched its first pure electric SUV product in 2018, and will launch more economical electric vehicles in the future.

BAIC + Daimler

In 2018, the two parties began to build a new joint venture factory, and the first product will come out in 2020.

Dongfeng + Renault Nissan

It is expected to start production of new electric vehicles in 2019. The first new car may be built on the compact SUV platform of the Renault-Nissan alliance.

Zotye + Ford

It is expected to start production in September 2019. Ford plans to provide electrified power options for more than 70% of Ford brand models sold in China by the end of 2025.

Brilliance + Renault

The Renault Group and Brilliance China signed a contract to form a joint venture company. It plans to produce and sell light commercial vehicles under the three brands of Jinbei, Renault and Huasong. By 2022, it will achieve annual sales of 150,000 vehicles and accelerate the development of electric vehicle powertrains.

Watchmaking: Auto House Industry Channel

At the same time, from a global perspective, more and more companies have launched a platform strategy. At present, most foreign companies have begun to build exclusive platforms for pure electric vehicles, and a new round of competition in the new energy vehicle market is about to kick off.

Among them, in addition to launching the E-Platform global electric vehicle platform, Nissan also plans to establish a special electric vehicle platform with Renault; Volkswagen proposes an MEB modular platform; Mercedes-Benz proposes an EVA electric modular platform; Peugeot proposes a CMP pure electric platform + EMP2 hybrid Automotive platform; BMW also proposed the LifeDrive electric vehicle platform architecture. Unlike the development of new energy vehicles on traditional vehicle platforms, which are subject to various restrictions, new energy products developed on new platforms will be more competitive.

Mainstream car companies have successively released new energy sales plans

The number of vehicle models continues to increase, and the sales of the global mainstream auto companies in the new energy sector are also increasing. In 2017, there were five auto companies whose total sales reached more than five digits. In previous years, only BYD and Tesla were able to achieve this figure. And with the deepening of the layout in the field of new energy, the sales plans of auto companies in the field of new energy have been released one after another. According to incomplete statistics, the planned sales of the field of new energy vehicles in 2025 will reach 12.15 million to 13.35 million in total.

According to the plan, among German brands, Audi plans to achieve annual sales of approximately 800,000 pure electric vehicles and plug-in hybrid vehicles in 2025; Mercedes-Benz plans to achieve sales of at least several hundred thousand new energy vehicles by 2025. ; Volkswagen puts forward a more detailed plan, that is, 400,000 new energy vehicles will be sold in the Chinese market in 2020, and 1.5 million new energy vehicles will be sold in 2025.

Among Japanese brands, Toyota plans to achieve annual sales of about 1 million pure electric vehicles and fuel cell vehicles by 2030; Honda plans to account for two-thirds of its global car sales by 2030, with its electric products. In this 65%, pure electric vehicles account for about 10% to 15%; Nissan expects that electric vehicles will account for 40% of the company’s total sales by 2025. China is the largest sales market. Nissan also stated , The Infiniti brand will also speed up the process of electrification. It is planned that by 2025, electrified models will account for about 50% of Infiniti’s global sales.

Among American brands, General Motors plans to achieve 150,000 sales of SAIC-GM's new energy vehicles (including hybrids) by 2020, and this number will increase to 500,000 by 2025. In the future, with the implementation of the double points policy, the increase of joint venture companies, and the acceleration of the layout of foreign car companies, the competitive landscape of China's new energy passenger car market will be broken.

to sum up:

From Europe’s clarification of restrictions on gasoline vehicles to China’s “double points” policy, major global automakers are accelerating the deployment of new energy vehicles. It is foreseeable that competition in the field of new energy will further intensify. According to China Merchants Securities, the joint venture OEM is expected to enter a stage of rapid growth in the new energy sector around 2019. And the earlier the layout, it may be able to take the lead, which is also the reason why Dongfeng Nissan quickly launched Sylphy·Pure Electric.