Shaanxi to spur new energy vehicle development
Under the background of the Chinese government selecting and promoting 'carbon peak, carbon neutrality' as a national core project, the new energy vehicle development project is expected to effectively respond to climate change and is said to be an important pathway toward green development. Under the strong leadership of the Shaanxi government, Shaanxi is in the process of gradual industrial transformation along with the development of the new energy automobile industry.
The development of new energy vehicles is the gateway that must be passed in order to become an automobile powerhouse. The Chinese government has selected 'carbon peak, carbon neutrality' as a national core project and is promoting it. In this atmosphere, the new energy vehicle development project is receiving positive reviews that it can effectively respond to climate change and can serve as a stepping stone toward green development.
BYD (比亚迪) president Wang Chowfu said in an interview that "It is unlikely that traditional Chinese automakers will overtake overseas automakers, but in the new energy car sector, the chances are at least 10 times greater." .
[Source: SOHU NEWS]
On November 2021, 3, the Xi'an Municipal People's Government announced the 'implementation plan for the accelerated development of the high-quality new energy automobile industry' and set the goal for the development of new energy vehicles during the “fourteenth” period. In other words, he announced his ambition to be reborn as a metropolis with all automobiles fully electrified by 2030.
'The plan states that by 2025, the total industrial output of the new energy automobile industry in Xi'an will account for more than 40% of the automobile manufacturing industry in Xi'an, and the production and sales scale will continue to rank at the top of the country.
Shaanxi New Energy Vehicle Industry Status
In recent years, under the strong leadership of the Shaanxi Province government, Shaanxi Province is promoting a gradual industrial transformation along with the development of the new energy automobile industry. In addition, in order to create an environment that can infuse synergy with industrial development, efforts are being made to solidify the industrial foundation and strengthen the policy system. As a result, the development of new energy vehicles in Shaanxi has accelerated and competitiveness has risen. This striking and clear development implies the possibility that Shaanxi as an outpost of the new energy automobile industry can take the lead in future industrial development.
Industry size ranks among the top in China
In 2020, Shaanxi's automobile industry output value was 2058.33 billion yuan, an increase of 17.4% over the same period of the previous year. The cumulative production of automobiles was 62 units and the number of units sold was 8300, up 61% and 6200%, respectively, compared to the same period last year. Production and sales growth rate ranked first in the country's major automobile production provinces, and both production and sales volume reached record highs.
<Annual automobile production (2016 units) and growth rate of 2020-XNUMX in Shaanxi>
(unit: %)
[Source: Mandeok site]
According to the Shaanxi Automobile Manufacturers Association, Shaanxi Automobile Production in 2021 was 80 units, an increase of 1000% compared to the same period of the previous year, 27.5% higher than the national average. Compared with the same period, the increase rate increased by 24% and 2133%. Among them, the production of new energy vehicles was 8000 units, up 5.6% from the same period last year, 2.7% higher than the national level.
According to the Shaanxi Automobile Consumption Market Analysis Report for 2021 released by Shaanxi Statistics Bureau recently, in 2021, the retail value of automobile-related goods in Shaanxi was 1147 billion yuan, accounting for 4600% of the total retail consumption of consumer goods. With the rapid development of the new energy automobile industry in Shaanxi Province, in 23.0 alone, the sales of new energy vehicles by auto enterprises reached 2021 billion yuan, an increase of 89.06% compared to the same period of the previous year, proving that it continues to maintain a high level of growth. do. In particular, it is noteworthy that the growth rate far outpaced the overall growth rate of automobiles during the same period.
Continuous complementation of industrial composition
In terms of industrial chain structure, Shaanxi's automobile industry has formed a complete industrial system, researching, producing, Established an industrial system that integrated sales. In addition, the types of core parts and other accessory parts such as electric control and electronic equipment were fully developed, forming automobile manufacturers such as Sanchi, BYD, and Baojiri, as well as major parts companies. Each of these companies hit many models, such as BYD New Energy Car, Geely Volvo SUV, and Tongjia's Danyu No.
Partial performance improvement
From the point of view of the parts industry, the traditional automobile industry has grown for a long time in Shaanxi, and manufacturing industries such as steel, rubber, and plastics for automobiles have already been established. In the battery and electricity sector of new energy vehicles, BYD's battery manufacturing business is taking the lead. In addition, Samsung, which has been attracting attention in recent years, is expanding its businesses in various fields such as power batteries and finance, giving vitality to the development of new energy vehicles. blowing in
Shaanxi New Energy Vehicle Supply Status
In recent years, Shaanxi has been adhering to government promotion, social participation, overall planning, and breakthrough, making Xi'an a new energy pilot city in China, especially in Guanzhong District, with new vehicles used in bus, taxi and logistics businesses. We are vigorously promoting the spread of new energy vehicles, such as replacing them with energy vehicles.
As of the end of 2019, Shaanxi has supplied a cumulative 18 new energy and clean energy vehicles, of which 7500 are new energy vehicles. A total of 8 energy and clean energy buses were replaced in the spectator area, and the usage rate reached 3000%.
Management of major new energy vehicles in Shaanxi Province
As of February 2021, 2, there were 19 new energy vehicle-related enterprises in China, and 23 new enterprises registered in 2000, an increase of 2020% over the same period last year. Among them, Shaanxi has 7 energy vehicle-related companies, ranking ninth in the country.
< Top 10 New Energy Vehicle Related Companies (万家)>
[Source: Chichacha]
Looking at the regional distribution, new energy vehicle-related companies are mainly distributed in Guangdong, Shandong, and Jiangsu. Gae, Jiangsu Province, ranks third with 1. Zhejiang, Hunan, Henan, Sichuan, and Shanghai all had more than 2, while Shaanxi had 6000, making it into the top 2 nationally.
The scale of automobile manufacturers in Shaanxi is gradually developing, with Sanqi Group producing 2021 vehicles in December 1, up 6600% from the previous month. In 40.2, the annual output of automobiles is 2021 units, with an output value of 21 billion yuan.
<Shaanxi New Energy Vehicle Key Companies>
[Source: each company website]
Xi'an BYD (比亚迪) produced 2021 units (41.3 new energy vehicles, 4 fuel vehicles) in December 3100, an increase of 3% compared to the same period of the previous year, and the production value recorded RMB8200 billion, an increase of 4900%. The annual production of automobiles in 74.2 was 56 (2021 new energy vehicles, 41 fuel vehicles), 600% from the same period of the previous year, and the production value was 26 billion yuan, an increase of 8600% compared to the same period of the previous year.
[Source: BYD]
Baojijili Automobile (宝鸡吉利) produced 2021 vehicles in December 2, 3100% month-on-month, with an output value of 130.1 billion yuan, an increase of 19% compared to the previous quarter. In 146.6, it produced 2021 cars per year.
Xi'an Jili Motors produced 2021 vehicles in December 1, up 6100% from the previous quarter, with an output value of 51.9 billion yuan, up 18% from the previous quarter.
In 2021, Shaanxi Fast's transmission production and sales volume will each exceed 118 million units, and the cumulative operating profit will reach 249 billion yuan, an increase of 24% compared to the same period of the previous year. In addition, it renewed the all-time high level of the company's various production management indicators, and maintained the world's number one position in annual production and sales volume for 15 consecutive years.
In 2021, the annual production and sales of Handeok Bridge (汉德车桥) increased by 110% compared to the same period of the previous year to 41 million units. The operating income was 127 billion yuan, and it showed achievements such as entering the gateway of 100 billion enterprises. This is a 36% increase from the same period of the previous year, ranking first in the national production and sales volume of the tea industry.
Shaanxi New Energy Vehicle Projects and Current Status
In a new era when the automobile industry is transitioning from traditional automobiles to new energy automobiles, Shaanxi Province has a foundation for the automobile industry, has automobile manufacturing and related parts companies, and attracts large-scale new energy companies such as BYD and Geely to build factories. Investment and government-level support measures to actively nurture the new energy industry are being introduced one after another.
< The new energy automobile industry map of Xi'an >
[Source: Yuesian]
Taking advantage of policies favorable to industrial development, Xi'an has built a new energy vehicle line consisting of Geely, BYD, Skywell, Baoneng, Hengda, and Beiqi over the past few years, spurring industrial development.
BYD New Energy Auto Parts Industrial Park Project
Sanqi Commercial Vehicle (陕汽商用车), BYD New Energy Passenger Vehicle (比亚迪新能源乘用车), Xianjili, Xixianboeng, Wei Xianyang Raiding, Xian Projects such as Skywell are progressing rapidly and are expected to be completed around the end of 2.
On December 2021, 5, the BYD new energy auto parts industrial park project, which will cost a total of 150 billion yuan, was contracted in Xi'an's new high-tech district. This project is expected to further strengthen the new energy automobile industry in Shaanxi Province. In addition, it is expected to have a significant impact on the development of the new energy automobile industry and high-tech manufacturing industry in Shaanxi Province.
The BYD New Energy Automobile Parts Industrial Park project is planning to invest a total of 150 billion yuan to build core parts manufacturing plants such as an electric powertrain plant, an electric plant, and an electric control plant. They predict that through successful construction, the expected effect of about 700 billion yuan will be achieved. In addition, this project is attracting attention as it will contribute to the development of high-tech manufacturing industry in Shaanxi Province.
After 2021, with technologies such as blade batteries and DM-i super hybrids, sales of BYD new energy vehicles increased by 7 units per month over the past seven months. It exceeded 1 units in the first month of January, and in particular, 'Xi'an-manufactured' Jin (Qin) and Song (Song) series cars are producing and selling more than 1 units per month. By 9, Xi'an BYD will produce more than 5 cars and exceed 5000 billion yuan in production value.
103 billion, Beiqi Automobile enters Xi'an
On June 2020, 6, Xi'an's Jingkai District, together with the National New Energy Vehicle Technology Innovation Center (Kuchang Center) and Wuzhen New Energy Vehicle Group (Wuzhen Group), opened the Jingkai District High-Speed Railway New Town and Jingwei渭) Signed a 'new energy vehicle technology innovation complex and power battery industrial complex business strategic alliance agreement' promising to invest about 16 billion yuan in the new city. With this agreement, it is evaluated that Jingkai District's core technological innovation capabilities and production and manufacturing levels in the field of new energy vehicles have been improved, and that 'weaknesses', which are key technologies such as Xi'an new energy vehicle batteries, have been supplemented.
<Photo of the partnership agreement site>
[Source: SOHU NEWS]
Shaanxi New Energy Vehicle Infrastructure Construction and Implementation Status
On May 2021, 5, the Shaanxi Development and Reform Commission issued the "Shaanxi Electric Vehicle Charging Infrastructure 14" Development Plan (hereinafter referred to as the "Plan") for the development of electric vehicles and charging facilities in Shaanxi. According to the report, as of 145, there are a total of over 2020 public chargers in Shaanxi, and 1 will be built during the '7000' (145-2021) period. Of these, 2025 charging stations (including 35 chargers and 5400 exchange stations), 2691 personal and workplace personal chargers, and 5 public chargers will be built, which will be able to charge 8700 electric vehicles in 20 horses in Shaanxi. .
< Policy on the development of electric vehicles and charging facilities >
[Source: Shaanxi People's Government]
Buyer interview (Xian Skywell Automobile, President Fu Zhong, Lee C&Hwan)
A1. Please briefly introduce your company.
Q1. Skywell Automotive Group is headquartered in Nanjing. It is the only new energy commercial vehicle enterprise in Nanjing City. Our company has production bases in Shenzhen, Wuhan, Xuzhou, Hohhot, Xi'an and Weinan. Xian Skywell is currently producing mainly new energy vehicles (pure electric vehicles), pure electric buses and city buses, and models with high production and high quality are 10m pure electric buses and 9m pure electric buses.
A2. What is the status of the development of new energy vehicles in Shaanxi?
Q2. Shaanxi Province has already established a strong foothold for the new energy automobile industry under various policies, and the industrial composition is also systematically established. Shaanxi is already competitive in the new energy automobile market. First of all, many enterprises are targeting Xi'an as the “first-class base for the national new energy automobile industry”. Xi'an's location and industrial structure are strategically important, and it can greatly contribute to the development of enterprises and is evaluated as having great economic growth potential. Therefore, Shaanxi has great potential for attracting investment. Secondly, in terms of technical talent, Xi'an has 45 science and engineering universities and 40 automobile schools. In other words, it has strengths in that it can continuously nurture talents who will lead the new energy automobile industry.
A3. What are some other problems with the development of new energy vehicles in Shaanxi?
Q3. Personally, I think that Shaanxi's lack of innovation ability is the biggest drawback when it comes to fostering the new energy automobile industry. Since domestic traditional automobile companies and companies in the science and technology field (Huawei, Xiaomi, etc.) are competing to enter the new energy vehicle field, it is necessary to continuously attract investment and foster leading companies in order to imprint the image of Xi'an as a 'city of new energy vehicles'. Required. Second, in terms of battery materials, Shaanxi Province lacks resources such as lithium manganate, lithium iron phosphate, and ternary materials. Therefore, the fact that most of them are procured from other provinces or depend on imports is a matter for us to consider.
A4. What is the development prospect of Shaanxi New Energy Vehicle?
Q4. First of all, from a policy point of view, both provinces and cities have recently introduced policies to support the development of new energy vehicles one after another. In terms of scientific research, universities in Shaanxi are reducing research expenses by constantly nurturing talents who research and develop new energy vehicles. Finally, in the structure of the industrial chain, the automobile industry in our province has formed a strong business system relatively early. Taken together, I think the future of the new energy automobile industry in Shaanxi is very bright.
[Source: Xi'an Trade Center]
Source: SOHU NEWS, Mandeok site, Chichacha, company website, Yuesian, SOHU NEWS, Shaanxi People's Government, etc. Xi'an Trade Center comprehensive collection