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                    The 2018 New Energy Vehicle Promotion Policy is Brewing - Focusing on Environmental Protection

                    The reporter was informed that relevant ministries and commissions will brewing relevant policies for the development of new energy vehicles in 2018, and the future policy orientation will focus on environmental protection in the market. At the same time, efforts will be made to increase the assessment of the promotion of new energy vehicles in various cities, actively promote the quota system for new energy vehicles, and clarify the timetable for motorized vehicles in the public sector.

                    Promotion based on environmental orientation

                    At present, the industry's dispute over new energy vehicles lies in whether it is based on environmental protection development. Some experts believe that the source of electricity for new energy vehicles is generated mainly by burning coal. The pollution of carbon dioxide, smoke, and sulphides generated in this process is no less than the emissions of fuel cars. China's development of electric vehicles is not energy saving and environmental protection, but Increase pollution.

                    Professor Wang Hewu of the Tsinghua University and deputy secretary-general of the Electric Vehicles Hundred People Association told reporters at the China Securities Journal: “As far as power sources are concerned, even if all thermal power is used, the pollution of pure electric vehicles will be less than that of traditional fuel vehicles.” He cited China Electric Power Co. According to the analysis of the data, as of 2016, the emissions of particulates, sulfides, nitrogen oxides, and other pollutants generated per kilowatt-hour across the country ranged from 1 g to 1.2 g. At present, according to the national five emission standards, the pollutant emission standard for gasoline vehicles is 1.16 g/km. Comparing with the conventional fuel vehicle emissions, the pure electric taxi in Beijing consumes 0.2 kWh per kilometer and produces less than 0.2 gram of emission pollution, which is a drop of 80% compared to traditional fuel vehicles.

                    In addition, the degree of improvement in pollutant emissions from power plants will advance as the cleanliness of the national grid is further improved. “Even if the “National Sixth” standard is introduced, the pollutant emission of electric vehicles will only account for 30% of the emissions of traditional fuel vehicles. For the development of the vehicle's technical route, electric vehicles are the most energy-saving and environmentally-friendly executable path,” said Wang Hewu.

                    Wang Binggang, special expert of the major scientific and technological projects of the 863 Program of the Ministry of Science and Technology and the leader of the National New Energy Automotive Innovation Engineering Expert Group, told the China Securities Journal that the promotion of new energy vehicles is directly related to environmental governance. Compared with the United States, the correspondence between the distribution map of China's new energy vehicles and the pollution distribution map is relatively lacking. The next step should be to increase the promotion of new energy vehicles in areas with more severe environmental pollution. “At the same time, in the future, a special incentive fund for the promotion of new energy vehicles can be given to cities that have achieved better results in promoting the construction of infrastructure.”

                    Increase demand-side promotion

                    According to data from the China Association of Automobile Manufacturers, in November China sold 119,000 new energy vehicles; from January to November, new energy vehicles sold 609,000 vehicles. Industry insiders expect that the annual sales target of 700,000 new energy vehicles can be achieved, and it is expected that sales will exceed 1 million in 2018.

                    With the acceleration of the subsidy policy and the implementation of the double-integration policy, the growth of China's new energy auto market will gradually return to rationality. After 2020, the subsidy policy for new energy vehicles will be completely withdrawn, and the development of new energy vehicles in China will enter into a post-subsidy period.

                    In the era of post-subsidy, Xi Zhongmin, deputy general manager of Guangzhou Automobile New Energy Automobile Co., Ltd., said that the slope retreat is only a step backward for backward technology enterprises, the state encourages the development of high-quality new energy auto companies, and forcing companies to subsidize all retreats after 2020 Have a foothold in the market and can participate in fair competition in the market.

                    In terms of cost reduction, “there is a lot of room for decline from the battery to the group system, especially in the group system where innovations can be made in the process and materials. The steel core can be used to reduce the cost of the battery core to the positive and negative electrodes. Materials.” said Zhong Mengguang, vice president of Shenzhen Waterma Battery Co., Ltd.

                    Wang Binggang believes that although the current policy is to provide both supply and demand for the industry, the management of the supply side is greater. In the post-subsidy era, the development of the quota system for fuel vehicles and new energy vehicles should be vigorously promoted, which will have a boosting effect on the sales volume of new energy vehicles and thus promote further cost reductions.