The standard for energy consumption limit of elect

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Electrical equipment: electric vehicle energy consumption limit standard release recommended 4 shares

key investment points electric vehicle energy consumption limit standard release will be implemented in July, 19. On February 19, 2019, the State Administration of market supervision and the National Standardization Administration approved the release of gb/t energy consumption rate limits for electric vehicles. The standard is applicable to M1 pure electric vehicles with a maximum design total mass not exceeding 3500kg, and is tested according to gb/t working condition method; It will be formally implemented on july1,2019. The first stage limit will be used to formulate new model access or vehicle subsidy policies; The second stage limit can be used to formulate policies to encourage a few advanced models after understanding these error factors related to test accuracy, or to formulate new model admission policies for a longer time in the future

the standard limit strength is generally loose. In 2018, the national subsidy policy requires that 1.1 times the subsidized energy consumption should be better than the limit value in the second stage. We verified according to the existing pure electric passenger vehicles that have entered the 19-year recommended catalogue. 80% of the vehicles meet the second stage limit, and 100% of the vehicles meet the first stage limit. Therefore, we believe that the overall requirements of the limit standard are relatively loose

investment suggestion: in January 2019, the sales volume of new energy vehicles will reach 96000 units, and the industry will continue to be high-profile. It is expected that 201 will help it break an old world. In the nine years, the annual production and sales of new energy vehicles will exceed 1.6 million, and the installed power battery capacity will exceed 80gwh. It is recommended to pay attention to the industry leaders and the core suppliers of overseas power batteries. Power battery leader Ningde times, cathode leader (), recommended to pay attention to Funeng technology. 4. rubber materials' demand for experimental machines: supply chain (), Xingyuan materials

risk tips: 1) subsidy policy risk: at present, the national subsidy policy of 19 years has not been finalized, and it is expected that the decline of national subsidy in 19/20 years will be large. If the decline of national subsidy policy exceeds the expectation, the total profit scale of the industry in 19/20 years will be affected, and the selection of technical routes will be affected; 2) Alternative policy risk: the fuel consumption target of passenger cars in 2025 is in the stage of soliciting opinions. After 2021, various physical and mechanical performance tests applicable to plastic plates, pipes, profiles, plastic films, rubber, wires and cables and other materials will be carried out. The double integral policy for material development also has great uncertainty about the change of single vehicle integral, The final fuel consumption limit and the calculation method of single vehicle credits will significantly affect the investment proportion of vehicle enterprises in new energy vehicles; 3) Technical route risk: the new energy vehicle industry is in a period of rapid change. If the industrialization of new technology systems such as fuel cell, solid-state battery and OLO is faster than expected, it will significantly affect the existing market pattern and affect the early investment recovery of industry participants

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