Published on November 30, 2018 |
by Tim Dixon
30. November 2018 by Tim Dixon
Welcome to the next issue of China x Cleantech, October issue. As always, China has produced a steady stream of stories ̵
Tesla is always a hot topic. The news from the California EV startup / power plant is constantly flowing due to the rapid development and outstanding products. In China, that's no different, so here are the remarkable Tesla stories in China from October.
Maarten Vinkhuyzen, an interesting stopover, said Tesla could potentially use his assembly plant in Tilburg, the Netherlands, to circumvent the high tariffs of the US / China trade war. Could be. Of course, as Tesla becomes a major global automaker, it's smart to tailor its offerings to the taste of local markets – and that's the longer-term solution Tesla has been working on – but perhaps a few minor changes to the manufacturing plans could help High Tariffs before the Gigafactory in Shanghai is in operation.
In the news from Gigafactory 3, Tesla signed a contract for 1300 hectares of land in the Shanghai Industrial Zone for Gigafactory 3 on October 17, 2018. The article details some of the reasons behind Tesla's Gigafactory 3, such as the ongoing trade war and the incentives for state EV. Gigafactory 3 has an aggressive schedule of two years after production begins. What is Tesla, if it is not ambitious?
Steve Hanley discussed the reasons for Tesla Gigafactory 3 and the aggressive timeline, more specifically in an article on the impact of the Tesla trade war in China. He also stressed that Tesla, if it succeeds in reaching its timetable, offers great opportunities both in terms of market size and potential margin.
Chinese media reported details of Environmental Impact Assessment at Gigafactory 3 in Shanghai This is primarily a document that indicates that Tesla intends to produce both the Model 3 and the Model Y at Gigafactory, and is initially seeking production capacity of 250,000 cars a year.
Corporate EV Goals & Progress
Reporters Looked At The "New Energy Vehicles" data provide a progress report on how far companies in China are from their year-end targets. For one, they provided the context that the China Automobile Association (CAA) released data on sales of new energy vehicles in China (121,200 vehicles) in September, and cumulative sales of January to September 721,500 vehicles increased by 81%. According to the article, the national sales target for new motor vehicles in 2018 is 1 million vehicles and is 72% completed by September, which is likely to reach the target as December is always an important sales month.
BYD targeted the sale of 200,000 new energy vehicles in 2018, and its sales volume amounted to 137,237 vehicles from January to September.
Chery In 2018, sales targeting 100,000 new vehicles targeted energy vehicles, and their sales totaled 44,829 vehicles from January to September.
SAIC In 2018, the sale targeted 100,000 new energy vehicles, and from January to September, sales totaled 75,296 vehicles.
The above linked article breaks down the numbers of numerous car companies in China, a very interesting read on the market.
Kyle Field also reported news that Volkswagen has launched its first full-size electric vehicle factory in China. The new plant will produce all-electric vehicle models throughout the Volkswagen Group with the modular electrification tool kit.
The plant is scheduled to start production in 2020 and should have 300,000 electric vehicles when built and set up. More information and discussions can be found in the article by Kyle Field.
Lotus, owned by the Geely Group, is building a design department in Hangzhou and a research and development center in Ningbo. Both facilities will be located within the Geely facilities. The brand is expected to be used in the Chinese market for the launch of a new lotus design-based fuel.
Electric Pickup Trucks in China
Electric pickup trucks are becoming big news in the US, as major automakers make late announcements of something notable But electric launches are starting to fill the space. Many are wondering if such startups will upset the established OEMs.
In China, electric pickup trucks are not a struggle of the hearts and minds of consumers, but the fight for the thrill of another market segment and the acquisition of huge fleets of utilities and building contractors. So, please, welcome two new electric pickups that are coming to the Chinese market. (In China, yellow is generally used as the color of choice for commercial vehicles.)
JMC introduced its T500EV. The electric powertrain includes a 120kW permanent magnet synchronous motor and two battery options, a 320km pack and a 335km pack. It has a standard Chinese quick-charge capability.
I think that this is a good supplement to the market, but we must keep an eye on more updates, including price and availability.
Jiangxi Isuzu Motors (JIM) released details on an electric pickup to be sold for 263,800 RMB (37,922 USD) but entitled to a government subsidy of 60,000 to 70,000 RMB (8,500 to 10,000 USD). The expected range is 320 km.
This vehicle appears to be a logical choice for large state utilities that have huge fleets of pickup trucks and are under pressure to reduce their emissions.
Electric pickup trucks in China could not do this They fit the style of American status symbol pickups, but they do match the need to operate working trucks in China, helping another segment of the vehicle market to electrify.
New Electric Cars
A series of new electric cars was unveiled or updated in October. First, BAIC unveiled the EU7 to be launched in June 2019. It is presented in the article as a competitor to Model 3. We will see.
In another article, 6 electric and hybrid cars with battery were presented, which were about to be released in China.
Changan Automobile: CS15 EV400 (长安 CS15 EV400) – An updated version The most important change of the current model is the improved NEDC range of 351 km. No news for the price yet.
Changan Automobile – Yidong New Energy: XT Pure Electric (动 逸 XT 纯 电动) – A retrofit of the existing gasoline / gasoline model is the same as for the other gas / gasoline model. We do not have any numbers for the NEDC range or the price.
Singulato iS6 (奇 点 iS6) – Singulato engines are an electric vehicle startup from China and its first product, the iS6, is an electric SUV with a range of 400 km and an interior, A little reminiscent of the Tesla interior. The release is scheduled for the end of 2018.
For more information on these three EVs and the three plug-in hybrids, see the full article.
In September  [[Roewe Marvel X] was started, which led to first reviews in October. The Marvel X is an SUV and is available in two versions – rear-wheel drive (range = 403 km) and four-wheel drive (range = 370 km). The Roewe Marvel X offers many style options directly from the Tesla Playbook. The massive center console is the largest, and the name seems very close to the X model (probably no coincidence). Overall, I think that this is a beautiful electric SUV.
More pictures and a video can be found in this and in this article.
The GAC Mitsubishi Zhizhi EV was listed on October 13th. The small electric SUV has a NEDC range of 410 km and should amount to 140,000 RMB (20,125 US dollars) after subsidies.
It has been announced that the electric version of the JAC A60 will be finished by 2019 and will have a range of 300km, which seems small compared to cars already on the market. More pictures can be found in this article.
Electric Logistics Vehicle News
In late October, the "2018 Shenzhen, China 3rd New Energy Vehicle (Logistics Vehicle) Challenge" and the "2nd China New Energy Logistics" took place instead of Vehicle Green City Matching Conference "was held. Many companies participated in this challenge and received awards.
BYD launched its pure electric vehicles at the 13th International Logistics and Transport Exhibition in China (Shenzhen). The trucks were the T10ZT, an electric dump truck. the Q1, an electric tractor; and the pure electric carts T5A. The above linked article details these trucks.
China is developing a large amount of charging infrastructure to support its growing electric vehicle fleet. Here are a few updates from October:
In the city of Kunming in the province of Yunnan in 2018 4,300 loaders were built. In the linked article further details on the number of stations and the breakdown of types are described by stations.
In September, 5,916 public loading bins were installed throughout China.
In the news of the Tesla charging infrastructure, Tesla opened its largest charging facility in Asia, Hong Kong. The 50-stall site is located in the FTLife Tower and is part of a larger parking garage. This is not a supercharger site. It is a destination charger, so the charging rate is up to 7 kWh. I hope there will be more large-scale operations in China / Asia by both the Supercharger, the Urban Charger and the Destination Charger when Tesla triggers the Gigafactory 3 in Shanghai.
Support of the Chinese provincial EV
Several provinces in China have been published targets for promoting new energy sources.
Inner Mongolia published a three-year plan to add 100,000 new energy sources.
Jiangsu Province has published a plan to put 150,000 new energy carriers on the road by 2020.
Anhui He also published a plan to put 150,000 new energy vehicles on the road by 2020.
Yunnan Province published a plan to have 50,000 new energy vehicles on the road by the end of 2018.
These plans are all part of the Three Year Action Plan to win the Defense War against the blue sky.
More Chinese News About Electric Vehicles
At the end of October, the latest edition of the Electric Vehicle Subsidy Catalog was published by the Ministry of Industry and Information Technology (MIIT). The electric vehicle subsidy catalog includes 449 entries. Of these, 377 are fully battery electric vehicles, 61 plug-in hybrid vehicles and 11 fuel cell vehicles. The article is more of an industry release, but provides an interesting insight into the size of the market.
As you delve deeper into the information provided by the Ministry of Industry and Information Technology (MIIT), you can find out details of which companies are providing battery packs for battery electric vehicles (in lot 313 of announcements for road vehicles). In 32 vehicle models were included CATL battery packs, BYD had 17 car models with battery packs, and blackboard New Energy and Lishen Power both had 10 battery packs.
In a third report, the batteries have been reworked the electric vehicles in the recommended electric vehicle catalog.
Our own Chinese electric vehicle sales report showed that the BAIC EC series has blown away the electric competition in October, but BYD had 5 models among the top 11. For the year through October The EC series is by far the leader, but BYD has 3 models in the top five. BYD has a 20% market share for plug-ins, BAIC has a 15% market share and Roewe is third with 11%. Market share. Decreasing even further, plug-in vehicles had a 6% market share in the broader Chinese auto market.
Renewable Energy News
Renewable energy is massive in China, with the country being the world's number one renewable energy system for years and years.
Joshua S Hill collapsed the Global Wind Power Asset Ownership 2018 report from Wood Mackenzie Power and Renewables. The report showed that the 15 largest Chinese wind energy owners have a wind energy capacity of about 124 gigawatts (GW). The top 15 owners in America own 64 GW, the top 15 owners from the EMEARC region (Europe, Middle East, Africa, Russia and Caspian) account for 44 GW, and the top 15 owners in the Asia-Pacific region have 13 GW.
Market Report for Non-Renewable Energy
However, not all roses and dandelions are. Joshua S Hill also reported on a new report from Carbon Tracker, Nowhere to Hide: Using Satellite Images to Estimate the Use of Fossil Power Plants . The report used satellite imagery to estimate the use of fossil power plants and added projections based on renewable energy development in China. The most important detail is that the report estimates that 40% of coal-fired power plant owners in China lost money by 2018, and by 2040 this could be 95%. For further interesting details, please read the entire article or the report.
For more information on the Red Giant, see our previous reports China × Cleantech . Subscribe to the China X Cleantech Newsletter to not miss a beat.