New energy vehicle "Dawn" flashes

On the 5th, the new energy vehicle concept stock Shuguang Co., Ltd. (600303) reversed the boring trend of the previous day and bucked the market with heavy daily limit, which led to the general rising of new energy concept stocks. Analysts pointed out that the driving force behind their strong rise is the Ministry of Industry and Information Technology's "Energy Conservation and New Energy Vehicle Industry Planning." Since the country clearly stated that it would not introduce the "12th Five-Year Plan" of the automotive industry, the plan has become a focus of attention, but the industry It is pointed out that the current technical level of the development of electric vehicles determines that the introduction of a policy will not immediately make a major change in the industry, and the industrialization of electric vehicles will need to be around 2015.

Industrialization still needs time, Deputy Secretary of Ministry of Industry and Information Su Bo said that during the “12th Five-Year Plan” period, it will insist on the concurrent efforts of energy-saving cars and new energy vehicles, further improve the energy-saving environmental protection and safety standards of traditional energy vehicles, and accelerate the development of new energy vehicles.

Deputy Director of the Electric Vehicle Major Project Management Office of the Ministry of Science and Technology, Mr. Yan Zijian, also told the China Securities Journal that during the 12th Five-Year Plan period, the Ministry of Science and Technology intends to support R&D of R&D for electric vehicles with a special research and development fund of RMB 3 billion, which will be mainly invested in the key of electric vehicles. Technology research and development, including "electric vehicle" category includes hybrid vehicles, pure electric vehicles, fuel cell vehicles, power batteries, motors, electronic control, and not limited to "pure electric vehicles."

Zang Zijian said that the country’s support for the development of energy-saving and new energy vehicles not only has special research and development funds, but also has supporting subsidies and technical transformation project funds, and several departments have joined forces to promote them. As far as the Ministry of Science and Technology is concerned, the Ministry of Science and Technology will conduct a rigorous inspection of enterprises applying for R&D funds, focusing on whether the companies are doing practical work, whether they have a research and development basis, whether technical solutions are feasible, whether they can obtain R&D resources, and ensure that funds are actually used for R&D and promotion. skill improved.

However, Jianzi Jian also said that the current level of development of electric vehicles determines that the introduction of a policy will not immediately make a significant change in the industry. He expects that the industrialization of electric vehicles is expected to appear in the latter part of the demonstration operation, that is around 2015. At present, the focus of industry funds on electric vehicles should focus on industrial dynamics, actual corporate practices, and progress in key technology research and development.

In addition, the development of electric vehicles is facing the challenge of imperfect supporting facilities. Zhao Jingguang, secretary-general of the Beijing New Energy Automobile Industry Alliance, once stated that the production capacity of new energy vehicle OEMs is large, but due to delays in meeting the demand for charging and replacing facilities, automobile sales have been affected, and customer car use has also been limited. In addition, Yan Zijian pointed out that the development of supporting services for batteries, motors, and various electric vehicles also needs to be standardized.

Need to set up a cooperative research and development mechanism "The road of joint research and development is more conducive to the advancement of electric vehicle technology." Yan Zijian said that although the domestic automobile enterprises have made great progress in production, technology, and experimentation compared with foreign companies, the design, development, process and The cultivation of technical talents still lacks experience and strength, and there is a weak point in technology integration. In addition, the development of basic industries such as raw materials and components required for electric vehicle production is also limited by the manufacturing base.

Industry insiders believe that cooperative R&D through the national R&D platform or joint R&D of enterprises will be an effective method of technological breakthrough, but the cooperation mechanism is very important. Yan Zijian pointed out that no matter whether it is a national R&D platform or joint R&D of enterprises, it is more important to establish R&D mechanisms, including the protection of R&D technology intellectual property rights, open minds of all parties involved in cooperation and win-win cooperation, and scientific operation and management.

The relevant authorities are also standardizing the R&D and quality of key technologies for new energy vehicles. Recently, the Equipment Division of the Ministry of Industry and Information Technology held a seminar on the comprehensive planning of electric vehicles. On the 5th, the Ministry of Science and Technology, the Ministry of Finance, the Ministry of Industry and Information Technology, and the National Development and Reform Commission jointly issued the "Letter on Strengthening the Safety Management of Energy Conservation and New Energy Vehicles Demonstration and Promotion", requiring electric vehicle demonstration cities to strengthen safety production and safety technology research for new energy vehicles. Improve the quality of key parts and other work.