The promotion policies of new energy vehicles are frequent everywhere, and new energy vehicles are popular with capital.

  In April, the promotion policies of new energy vehicles were frequent in various places. Xi ‘an announced that it would implement the charging service fee standard for new energy vehicles from April 10, and encouraged charging facility operators to implement preferential policies for users. Shanxi, Shanghai, Hangzhou and other places also successively introduced corresponding support policies. A few days ago, the third batch of new energy vehicle catalogues was also announced, with a total of 309 models on the list. Since the introduction of the new new new energy vehicle catalogue in January 2016, more than 1,000 models have entered the new catalogue.

  While various automobile manufacturers vigorously promote the research, development and promotion of new energy automobile products, social capital has also flooded into this field on a large scale, which has spawned various modes such as Internet car-making and third-party services. At the same time, new energy vehicles have attracted more and more attention from the capital market.

  Trend capital pays attention to new energy vehicles

  On April 1st, the pure electric vehicle Tesla MODEL 3 started booking around the world. As of April 3rd, Model3 had received nearly 300,000 orders with a total value of more than 10 billion US dollars, and the market booking volume far exceeded expectations.

  Tesla effect drives the A-share new energy vehicle sector to rise. On the morning of April 5, the market opened, and the words Dafu Technology, Hongte Precision and Hongfa Shares were daily limit. Subsequently, Guangdong Hongtu, Changxin Technology, and Xinzhi Motor had daily limit. As of the close of the day, more than 20 stocks in this sector had daily limit. At the close of April 6, Nord’s shares rose daily, and the lithium battery sectors such as Polyfluoride, Ganfeng Lithium Industry and Tianqi Lithium Industry also rose by more than 4%.

  Not only has the stock price soared, but new energy vehicles have also become hot in the capital circle. Shenzhen O-film Tech Co.,lt, a listed company engaged in auto parts business, recently announced that it plans to subscribe for the registered capital of 80 million yuan (80 million shares) of Beijing New Energy Automobile Co., Ltd., a subsidiary of Beijing Automobile Group, at the price of 204 million yuan and 2.56 yuan per share.

  In the past month, many listed companies such as Bohai Piston and Guoxuan Hi-Tech have become new shareholders of BAIC New Energy. According to the announcements of the subscribers, the target of this round of capital increase launched by BAIC New Energy in March this year is 1.2 billion yuan. After the subscription is completed, the registered capital of BAIC New Energy will increase from the existing 2 billion yuan to no more than 3.2 billion yuan.

  BYD Auto started construction of a new energy vehicle production base in Taiyuan, Shanxi at the end of March, with a total investment of 4 billion yuan, and an annual output of 5,000 pure electric buses, 5,000 pure electric buses and 2,000 industrial and mining vehicles.

  At the same time, many social capitals have entered the service fields of new energy vehicles such as charging piles and time-sharing leasing. The reporter learned that Yikai Car Rental is an enterprise engaged in the third-party service of new energy vehicles. By establishing a large number of new energy vehicle rental points including parking spaces and charging piles, it serves consumers in a time-sharing mode. At present, this model has been operated in Wuhu, Anhui Province for more than two years, and has gained good experience and matured.

  Promotion of the status quo is the primary issue.

  Since the private market of new energy vehicles was opened in 2014, new energy vehicles have been growing at multiple times in the past two years. According to the statistics of China Automobile Industry Association, the production and sales of new energy vehicles increased by 1.7 times in the first two months of this year compared with the same period of last year, and the production and sales of pure electric vehicles increased by nearly 3 times respectively. At the same time, however, the promotion of new energy vehicles is still the most important issue at present, affected by factors such as cruising range, cost and price, and charging facilities. How to promote the development of new energy vehicles through the innovation of policies, modes, technologies and services has become a topic of common concern.

  Both auto companies and social operators have a clear understanding of this. Zhang Yong, deputy general manager of Beijing New Energy Automobile Co., Ltd. and general manager of the marketing company, said that Beijing New Energy Automobile has developed from a single model to multiple series, and established the service brand of "Smart and Smart Housekeeper", and opened up the demand of market users and opened up markets such as Beijing, Shanghai, Shenzhen, Guangzhou, Qingdao and Sanya.

  "The promotion of new energy vehicles in first-tier cities has policy advantages such as restrictions on purchases and restrictions. However, it is impossible to improve air quality only by promoting new energy vehicles in first-tier cities. How to promote new energy vehicles in the vast second-and third-tier small and medium-sized cities has become an important issue. The model of easy car rental is to solve this problem. " Yan Daoyuan, chairman of Yikai Car Rental, said.

  Yan Daoyuan said that at present, more than 1,100 pure electric vehicles have been invested in Wuhu, and more than 200 car rental points have been set up, which are spread all over the urban area of Wuhu. Consumers can basically walk within 10 minutes, and it is very convenient to pick up and return the cars.

  "For example, if you go to work every day, you can inquire about the car rental point near your home through the mobile APP, walk for 5 to 10 minutes, and then return the car at the car return point near the unit. It is also a 5 to 10 minute walk. It is convenient to go to the unit and pay the fees online." Yan Daoyuan said that at present, there are 1,500 charging piles, which can provide charging service for 300 vehicles at the same time, and the vehicles are configured according to the ratio of one thousandth of the permanent population. In the future, a total of 5,000 pure electric vehicles will be put into Wuhu, further increasing the construction of car rental points.

  Yan Daoyuan said that the current costs include land, maintenance, labor, electricity consumption, car purchase and other expenses. At present, in terms of income, only car rental fees are charged, and consumers are not charged other fees such as charging fees and parking fees.

  Some experts said that there is a great demand for travel between 25 km and 100 km in the city, but there is no public solution now. In addition, the current utilization rate of private cars is only about 7%, while time-sharing can increase the utilization rate to 40% to 60%. It is estimated that the future time-sharing market will be hundreds of billions of yuan.

  "At present, this model of easy car rental has formed a small ecological environment for sharing traffic in an urban area, which can be promoted and replicated in other small and medium-sized cities across the country." Yan Daoyuan said that not only small and medium-sized cities, but also Easy Car Rental has planned to enter the Beijing market. "The situation in Beijing and Wuhu is fundamentally different, including the cost of distribution will be greatly increased, but with the city’s demand for improving the environment and people’s fast and green travel, the promotion of new energy vehicles will go a long way." He said.

  It is expected that the target of 5 million vehicles is expected to break through.

  Good policies, good models, and good products and services are also needed. A few days ago, the National Development and Reform Commission approved the pure electric passenger car construction project of Beijing New Energy Automobile Co., Ltd., which is considered to be the first new energy vehicle production qualification in China. At the same time, the super pure electric sports car developed by BAIC Group in the R&D center in Barcelona, Spain has started field testing. At the Beijing Auto Show at the end of this month, BAIC’s driverless technology will also be available.

  "5 million vehicles is a planned goal of the government. We think this may be faster. The most important reason is the progress of technology and the reduction of costs. With the improvement of product research and development and supply chain systems invested by major automobile companies, the scale effect is becoming more and more obvious." Zhang Yong said.

  Some experts say that in the next three to five years, the private market in first-and second-tier cities will start rapidly, and the vast third-and fourth-tier cities and developed rural cities also have the demand for pure electric vehicles, but there are no suitable products to meet them, which will be replaced by some low-speed electric vehicles. If there are pure electric vehicles with appropriate cost performance, there will be a good market.

  Under such a market prospect, the performance of the new energy automobile industry has also performed well. According to incomplete statistics, among more than 50 companies related to the new energy automobile industry that have published annual reports and performance reports in the A-share market, nearly 40 have achieved year-on-year growth in net profit. "We believe that the domestic new energy vehicle market will be better than the target of 5 million vehicles in the future." Zhang Yong said.

  Reporter Li Zhiyong