Worry about the outcome of new energy vehicles in the battery design weakness by
Market in electric cars, with resources far beyond the sensitivity of the power system has a network edge petrochemical system. State Grid and China Southern Power Grid in charge of the enclosure market action has been intensified, but had been hesitant in the petrochemical, oil and the two giant, CNOOC is also the "inspired" began under the layout.
2010 Deputy Minister of anus Miao Wei said in public that may be introduced within a month of private subsidies for new energy vehicles standards. However, the new energy vehicles started the best opportunity to not Ruqierzhi.
March 12, 863 energy-saving and new energy vehicles major project supervision consulting team leader Wang Binggang, said the private purchase of new energy vehicles for the subsidy standards, the Ministry of Finance may refer to "energy saving and new energy vehicle demonstration and extension of financial subsidies for Interim approach ", hybrid vehicles can enjoy the highest per 50,000 yuan of subsidies, subsidies for pure electric vehicles, $ 60,000 fuel cell vehicles subsidies for 250,000 yuan.
March 29, sources said the subsidy program will be postponed to July 1, announced by the Ministry of Finance is responsible for leading the development of the subsidy program, the NDRC, the Ministry of Science and Technology, etc. involved. Currently, subsidies, allowances and other key issues not yet agreed. The long-awaited tonic to stimulate the market again come to nothing, the new energy automotive industry in turn delayed the start.
In subsidies, charging station construction, investment structure, battery technology, policy direction, new energy vehicles that may be the pattern of restructuring of international strategic areas of the automotive industry in China still faces many variables.
Charging station explosive test the water
China's first electric car charging stations located in Shanghai Caoxi, covers an area of 400 square meters, including 4 with street street charging parking spaces, including nine charge.
The 2007 vote to build a charging station total investment of 5.08 million, of which, the charge unit cost of the study put it up to 200 million, "now we have not open to the community, mainly for the Shanghai Municipal Government bus, electric bus community, mobile Type Power Office to provide charge services. "
In charge of the bus driver said that they have options at half-price charge here later, "Our car is almost 1.2 degrees to 1.5 degrees able to run 1 kilometer, half-price if calculated by electricity, also less than 200 per day yuan. "
This site was originally charging stations belong to the state grid. Market in electric cars, with resources far beyond the sensitivity of the power system has a network edge petrochemical system. State Grid and China Southern Power Grid in charge of the enclosure market action has been intensified, but had been hesitant in the petrochemical, oil and the two giant, CNOOC is also the "inspired" began under the layout.
National Grid plans this year, the company operating in the region in 27 provinces (regions) and comprehensively promote the construction of electric car charging stations, the proposed 75 public charging stations, communication units, and some charge pile 6209 battery replacement stations. Caoxi charging station to estimate the scale of investment in 2010, the national grid in the electric vehicle charging stations, the total investment may reach 4 billion yuan.
China Southern Power Grid, said deputy chief engineer Zhaoman Yong, China Southern Power Grid Company of the first electric vehicle charging station (pile) on December 28, 2009 put into operation in Shenzhen, the scale of construction for the two charging stations, charging pile 134, total charge capacity of 2480 kVA.
Face of vigorous two incursions into the grid, Sinopec and CNPC in February 2010 is also very conservative, stakeholders were told the correspondents, their electric charging stations on the deployment of the project has no specific plans, temporarily involved.
Just two months later, the two traditional monopoly on the energy market giants himself, to invest in the arms of a huge new market.
According to the Chongqing Municipal Development and Reform Commission news, PetroChina and Sinopec intends to cooperate with Chongqing, gas stations want to increase the existing electric vehicle charging equipment. Gas stations and electric charging stations to co-operate with the existence of certain technical problems, safety technical requirements will be higher, so the cost of equipment investment will be higher than the net power input to the charging station, but the petrochemical giant has the advantage of network channels, If security problems are resolved, multi-party competition in the initiative is still occupied.
In the new energy vehicles to the mainstream trend, the power company is entirely possible to replace several major oil giant's position as the largest energy giant. The outlook for the petrochemical planes is undoubtedly the most do not want to see. Whether it is prudent to test positive, or enclosure, the new energy vehicles, multi-infrastructure market is wrestling with the next to be bombed funds from various quarters.
By weakness in the automotive battery design
New energy is the most important components of electric vehicles battery, motor and energy conversion control systems, and battery charging to achieve fast, high-performance security is the highest technical threshold, is the most concentrated part of the profits.
According to the present development of domestic technology, automotive battery design data and the actual use of the data still exists a big gap. A car battery factory service departments of the relevant staff told correspondents: the current battery capacity of the theory driving the design data are generally in the 200 km to 400 km between the maximum speed of 100 to 150 km, but from the user feedback data analysis, the actual situation can only reach about two-thirds of the desired design.
BYD electric cars such as the official data is 2 hours fast charge to charge 57 degrees, can travel 300 kilometers, this theory as the traditional car fuel consumption, the average user in all weather and road conditions can reach 200 km is very substantial.
Shanghai Power Company insiders have said: Shanghai's 825 bus is a super capacitor and battery hybrid "battery - capacitor" type vehicle, fully charged, the maximum driving range of up to 300 km, but because there is consistency of the battery problem, charging is completed, driving range is only 100 kilometers.
Industry experts said that current electric cars are a lot of data laboratory data, if fully charged electric car can run 300 kilometers on the case, according to market electric vehicles to maintain the basic calculation require charging stations at least 25 km to build a. "The current layout of the domestic electric bus station, far from this level, therefore, to fully launch the new energy vehicle market, to improve battery performance and step up power plant layout to be walking on two legs, and even the battery performance issues that the limitations of the market of more. "
According to the Investment Adviser's "new energy vehicles in China in 2008-2010 Industry Analysis and Investment Consulting Report" shows that by 2012, annual production of new energy vehicles will reach 100 million.
At each new energy automotive batteries cost $ 70,000 and power lithium battery cathode material lithium iron phosphate 52 kg, 41 kg anode material, electrolyte 40 kilograms, 100 million hybrid vehicles will drive the 52,000 tons cathode material, 4.1 ten thousand tons anode material, 40,000 tons of electrolyte needs. For domestic battery manufacturers, this will be a total output value of over $ 70 billion big cake.
Oil into clean energy and focus
Invested heavily in the face of the battery automotive industry, new energy law's authority suddenly gave a blow. Energy Law on 13 April members of the drafting of a core group of experts to the outside world, said: Energy is still in draft for consultation and the State Council Legislative Affairs Office of modified fast, then in the second half can be submitted to the State Council executive meeting.
According to him, as reflected China's efforts to address climate change, the original draft in the draft energy law had "priority to the development of renewable energy," the statement. However, as renewable energy development in China, there are still some problems with fossil fuels in China's energy structure, the proportion is still more than 70% in the short term is difficult to change, and later proposed the 'priority' to ' encourage the development of '. Although embody the support of renewable energy, but the meaning is slightly different. "The source said, at the same time, clean coal and other fossil energy sources, efficient, and utilization will be emphasis.
If the new energy law does have such a subtle wording of the correction, many of which will result in massive infrastructure projects on the direction of the transfer.
For the oil clean energy, electric power system is certainly no longer now the warm car battery, because that they have neither the resources nor the network edge. Without competition, Sinopec, PetroChina is waiting for law to walk, focus on developing countries to subsidize, and they slowly develop outlets. This new energy vehicles has evolved a chicken-and-egg story.
As of April 6, Jilin Electric Power Co., Ltd. has been with eight cities (state) signed a strategic cooperation agreement. By 2015, Jilin province will build 160 charging stations. April 1, Hangzhou, Zhejiang Electric Power Company and the Government signed a cooperation framework agreement. This year, the company in Hangzhou, Zhejiang, 6 new charging stations in the province's new 500 charging pile, the current site has been basically completed. 2, Sichuan Power Company, respectively, and Leshan, Yibin, Guang'an city government signed a strategic cooperation framework agreement, specifically the city electric vehicle charging facilities is an important part of the distribution network. Previously, the company has with the Sichuan Chengdu, Nanchong city government signed two cooperation agreements.
If the new energy law to put these people really as a sharp turn, the power system so vigorously advance, how will it end?