After the lead-acid battery was halted, it was not only the electric bike industry that was already in a large scale, but it was in the midst of its existence and the low-speed electric vehicles still groping in the policy gray area were inevitably affected.
In Shandong, where low-speed electric vehicles are concentrated, companies have already “closed themselves out of business†due to insufficient battery supply. China Investment Advisor Li Shengmao predicts that after the upstream supply chain is tightened, a large number of "hand-workshop" type low-speed electric vehicle companies will be forced to withdraw, and there will be about 50 low-speed electric vehicle companies that can ultimately survive.
Under the support and appeal of many highly respected and experienced experts, the low-speed electric vehicles that have been identified as “unknown†are expected to have a clear identity and usher in their own industry standards, but the supply of lead-acid batteries is tight, and low-speed electric vehicles are sold at low prices. It will face the "insufficient power" on the road to power.
Rice-free pots caused by lead-acid battery pollution caused by excessive incidents of excessive blood, the current national environmental protection agencies are the country's lead-acid battery companies to suspend production for rectification, failed to reach the 500-meter protection distance of lead-acid battery companies are shut down. As there are not many lead-acid battery companies that have reached this standard, the lead-acid battery industry was suspended in May. Due to tight supply, lead-acid battery prices also began to rise.
Some industry insiders expect that this round of environmental investigations will affect at least 50%-60% of the lead acid battery industry in China.
In addition, the Ministry of Environmental Protection is working with relevant industry associations to formulate more stringent battery clean production regulations and related standards, and will use them to eliminate companies that do not meet standards. Xu Hong, secretary general of the China Electrotechnical Society Lead-Acid Battery Professional Committee, said in an interview that it is estimated that more than 1,000 lead-acid battery companies in 2000 will be eliminated, and according to preliminary estimates by the Ministry of Environmental Protection, there may be fewer than 300 companies that may be retained. .
The country's large-scale shutdown of lead-acid battery companies is not unexpected in Professor Chen Quanshi's view. From what he knew, government agencies had such plans two or three years ago. "Originally we wanted to rectify the situation in 2008, but we encountered economic crisis. We are worried that the large-scale rectification will worsen the local economy. Lead-acid battery companies and electric bicycles and tricycle companies in many places in Jiangsu and Zhejiang are very intensive, so they have been suspended."
Low-speed electric vehicle companies also have psychological preparations for the arrival of this day. “In the past two years, the country has said that it will introduce new standards for electric bicycles. We also think that in the future, the country will also strengthen the management of low-speed electric vehicles, but I did not expect that the standard for low-speed electric vehicles will not come out yet. First, we will start with the battery link.†Lao Zhao, head of vehicle sales, said.
Lao Zhao introduced that now the battery supplier's offer has risen by 20%. "Even if it is not necessarily guaranteed, most battery companies have stopped production and do not know when they will be able to resume production. A few overseas orders that can still be produced are too busy."
According to Lao Zhao, some of the surrounding electric car companies have already failed to close their doors because of the lack of battery supply. Lao Zhao’s company also maintains its original inventory, but has failed to meet orders. "We have already begun to reduce production since June. If the battery companies do not resume production, they may face no rice in July and August. They can only take a step forward."
In the midst of the dispute, due to promising electric vehicle development prospects, low-speed electric vehicle companies have emerged in the country in recent years. These enterprises are mostly private enterprises and originally produced electric bicycles, tricycles, or agricultural vehicles and auto parts. Low-cost and low-cost are the main means by which private enterprises that do not have vehicle production qualifications and are in a policy gray zone expand their markets. A low-speed electric vehicle, a minimum of 20,000 yuan, but also high 40,000-60,000 yuan. Due to the low price of the products, these companies use lead-acid batteries.
Li Shengmao introduced that the current low-speed electric vehicle companies have more battery costs per vehicle at the level of 8,000 to 10,000 yuan. Such low cost, only lead-acid batteries can meet. If nickel-metal hydride batteries are used, only the battery price will exceed 20,000 yuan. If lithium batteries are used, the price will be higher.
No one can say clearly the current number of low-speed electric vehicles in the country. “A lot of small businesses are hand-workshop-style. Unlike vehicle companies that have production qualifications, product catalogs are available, there is no statistics. Investors have more strength and investment. There are currently dozens of companies with scale," said Li Shengmao.
Low-speed electric vehicle companies are mainly concentrated in Shandong, Jiangsu and Zhejiang and other places, Henan, Northeast China, Hebei and other places also have many companies involved in low-speed electric vehicles. In Shandong alone, there are more than 50 low-speed electric vehicle companies with a total production capacity of about 200,000 vehicles a year.
According to the information disclosed by the Shandong Provincial Government, last year, 18 companies such as Shandong Shifeng Group produced 29,731 low-speed electric cars, an increase of 74.3% year-on-year. The province expects the province's low-speed electric vehicle sales this year is expected to exceed 60,000.
Although companies actively advancing in these areas claim that they have built "electrical vehicles that are energy-saving and environmentally-friendly," their environmental protection has been questioned because they mostly use lead-acid batteries. In addition, because companies that produce low-speed electric vehicles do not have the qualification for vehicle production, they cannot be on the market, they cannot be sold nationwide like automobiles, and they have opposing voices because of different corporate backgrounds and varying levels of product technology and quality. It is believed that the technical level of this product is not high and it is not well regulated. If it is not done well, it will once again set off the regulatory issues of electric bicycles and electric tricycles.
Although there are many doubting voices, many old experts such as electric vehicle experts and the academician of the Chinese Academy of Sciences, Chen Qingquan, have been calling for a “open side†and believe that low-speed small electric vehicles are suitable for the travel needs of a large number of township residents in China, and the technical difficulty is not high, and the industrial base is relatively low. it is good. If you specify standards and strengthen supervision, you can create China's own electric vehicle road. In March this year, Xu Guanhua, academician of the Chinese Academy of Sciences, Chen Qingtai, former deputy director of the Development Research Center of the State Council, and Wu Jingyu, a well-known economist, went to the Shandong Shifeng Group to conduct research. He said that low-speed small-scale electric vehicles are the trend of the times and China's development of electric vehicles is low-speed and small-scale. Electric vehicles are a good breakthrough.
The beginning of the specification, Li Shengmao estimated that after this round of large-scale environmental investigation, there will be a large number of lead-acid battery companies that have failed to meet the standard. After that, the environmental standards for production and recycling of lead-acid battery companies will be more stringent, and the price of lead-acid batteries will inevitably increase. Downstream electric bicycles, low-speed electric vehicles and other companies will also be greatly affected.
“In the past, everyone was attracting consumers by low prices without considering environmental protection. In the future, this road will not work, there will be no technology and lack of strength. Small-scale enterprises that rely solely on low-cost market expansion will be forced to withdraw. Only those companies that have the strength to invest and can achieve a certain scale can survive. Such companies are currently looking at about 50 countries around the country, said Li Shengmao.
In the view of Chen Quanshi, eliminating a group of small enterprises without technology is a good thing for the future development of low-speed electric vehicles. “In the past, the threshold was too low. To buy some batteries, to find a few workers, and to beat them by hand, you would be able to do it. This will cause many problems. The threshold will be raised in the future, eliminating some products and companies with no technical content, which will benefit the entire industry. Good development."
At present, the automotive industry authorities are developing low-speed electric vehicle technology standards and consider piloting low-speed electric vehicles in some areas.
Shandong Province, which is actively developing low-speed electric vehicles, is also developing a pilot scheme for low-speed electric vehicles, selecting key companies and strengthening the management of low-speed electric vehicles.
In Shandong, where low-speed electric vehicles are concentrated, companies have already “closed themselves out of business†due to insufficient battery supply. China Investment Advisor Li Shengmao predicts that after the upstream supply chain is tightened, a large number of "hand-workshop" type low-speed electric vehicle companies will be forced to withdraw, and there will be about 50 low-speed electric vehicle companies that can ultimately survive.
Under the support and appeal of many highly respected and experienced experts, the low-speed electric vehicles that have been identified as “unknown†are expected to have a clear identity and usher in their own industry standards, but the supply of lead-acid batteries is tight, and low-speed electric vehicles are sold at low prices. It will face the "insufficient power" on the road to power.
Rice-free pots caused by lead-acid battery pollution caused by excessive incidents of excessive blood, the current national environmental protection agencies are the country's lead-acid battery companies to suspend production for rectification, failed to reach the 500-meter protection distance of lead-acid battery companies are shut down. As there are not many lead-acid battery companies that have reached this standard, the lead-acid battery industry was suspended in May. Due to tight supply, lead-acid battery prices also began to rise.
Some industry insiders expect that this round of environmental investigations will affect at least 50%-60% of the lead acid battery industry in China.
In addition, the Ministry of Environmental Protection is working with relevant industry associations to formulate more stringent battery clean production regulations and related standards, and will use them to eliminate companies that do not meet standards. Xu Hong, secretary general of the China Electrotechnical Society Lead-Acid Battery Professional Committee, said in an interview that it is estimated that more than 1,000 lead-acid battery companies in 2000 will be eliminated, and according to preliminary estimates by the Ministry of Environmental Protection, there may be fewer than 300 companies that may be retained. .
The country's large-scale shutdown of lead-acid battery companies is not unexpected in Professor Chen Quanshi's view. From what he knew, government agencies had such plans two or three years ago. "Originally we wanted to rectify the situation in 2008, but we encountered economic crisis. We are worried that the large-scale rectification will worsen the local economy. Lead-acid battery companies and electric bicycles and tricycle companies in many places in Jiangsu and Zhejiang are very intensive, so they have been suspended."
Low-speed electric vehicle companies also have psychological preparations for the arrival of this day. “In the past two years, the country has said that it will introduce new standards for electric bicycles. We also think that in the future, the country will also strengthen the management of low-speed electric vehicles, but I did not expect that the standard for low-speed electric vehicles will not come out yet. First, we will start with the battery link.†Lao Zhao, head of vehicle sales, said.
Lao Zhao introduced that now the battery supplier's offer has risen by 20%. "Even if it is not necessarily guaranteed, most battery companies have stopped production and do not know when they will be able to resume production. A few overseas orders that can still be produced are too busy."
According to Lao Zhao, some of the surrounding electric car companies have already failed to close their doors because of the lack of battery supply. Lao Zhao’s company also maintains its original inventory, but has failed to meet orders. "We have already begun to reduce production since June. If the battery companies do not resume production, they may face no rice in July and August. They can only take a step forward."
In the midst of the dispute, due to promising electric vehicle development prospects, low-speed electric vehicle companies have emerged in the country in recent years. These enterprises are mostly private enterprises and originally produced electric bicycles, tricycles, or agricultural vehicles and auto parts. Low-cost and low-cost are the main means by which private enterprises that do not have vehicle production qualifications and are in a policy gray zone expand their markets. A low-speed electric vehicle, a minimum of 20,000 yuan, but also high 40,000-60,000 yuan. Due to the low price of the products, these companies use lead-acid batteries.
Li Shengmao introduced that the current low-speed electric vehicle companies have more battery costs per vehicle at the level of 8,000 to 10,000 yuan. Such low cost, only lead-acid batteries can meet. If nickel-metal hydride batteries are used, only the battery price will exceed 20,000 yuan. If lithium batteries are used, the price will be higher.
No one can say clearly the current number of low-speed electric vehicles in the country. “A lot of small businesses are hand-workshop-style. Unlike vehicle companies that have production qualifications, product catalogs are available, there is no statistics. Investors have more strength and investment. There are currently dozens of companies with scale," said Li Shengmao.
Low-speed electric vehicle companies are mainly concentrated in Shandong, Jiangsu and Zhejiang and other places, Henan, Northeast China, Hebei and other places also have many companies involved in low-speed electric vehicles. In Shandong alone, there are more than 50 low-speed electric vehicle companies with a total production capacity of about 200,000 vehicles a year.
According to the information disclosed by the Shandong Provincial Government, last year, 18 companies such as Shandong Shifeng Group produced 29,731 low-speed electric cars, an increase of 74.3% year-on-year. The province expects the province's low-speed electric vehicle sales this year is expected to exceed 60,000.
Although companies actively advancing in these areas claim that they have built "electrical vehicles that are energy-saving and environmentally-friendly," their environmental protection has been questioned because they mostly use lead-acid batteries. In addition, because companies that produce low-speed electric vehicles do not have the qualification for vehicle production, they cannot be on the market, they cannot be sold nationwide like automobiles, and they have opposing voices because of different corporate backgrounds and varying levels of product technology and quality. It is believed that the technical level of this product is not high and it is not well regulated. If it is not done well, it will once again set off the regulatory issues of electric bicycles and electric tricycles.
Although there are many doubting voices, many old experts such as electric vehicle experts and the academician of the Chinese Academy of Sciences, Chen Qingquan, have been calling for a “open side†and believe that low-speed small electric vehicles are suitable for the travel needs of a large number of township residents in China, and the technical difficulty is not high, and the industrial base is relatively low. it is good. If you specify standards and strengthen supervision, you can create China's own electric vehicle road. In March this year, Xu Guanhua, academician of the Chinese Academy of Sciences, Chen Qingtai, former deputy director of the Development Research Center of the State Council, and Wu Jingyu, a well-known economist, went to the Shandong Shifeng Group to conduct research. He said that low-speed small-scale electric vehicles are the trend of the times and China's development of electric vehicles is low-speed and small-scale. Electric vehicles are a good breakthrough.
The beginning of the specification, Li Shengmao estimated that after this round of large-scale environmental investigation, there will be a large number of lead-acid battery companies that have failed to meet the standard. After that, the environmental standards for production and recycling of lead-acid battery companies will be more stringent, and the price of lead-acid batteries will inevitably increase. Downstream electric bicycles, low-speed electric vehicles and other companies will also be greatly affected.
“In the past, everyone was attracting consumers by low prices without considering environmental protection. In the future, this road will not work, there will be no technology and lack of strength. Small-scale enterprises that rely solely on low-cost market expansion will be forced to withdraw. Only those companies that have the strength to invest and can achieve a certain scale can survive. Such companies are currently looking at about 50 countries around the country, said Li Shengmao.
In the view of Chen Quanshi, eliminating a group of small enterprises without technology is a good thing for the future development of low-speed electric vehicles. “In the past, the threshold was too low. To buy some batteries, to find a few workers, and to beat them by hand, you would be able to do it. This will cause many problems. The threshold will be raised in the future, eliminating some products and companies with no technical content, which will benefit the entire industry. Good development."
At present, the automotive industry authorities are developing low-speed electric vehicle technology standards and consider piloting low-speed electric vehicles in some areas.
Shandong Province, which is actively developing low-speed electric vehicles, is also developing a pilot scheme for low-speed electric vehicles, selecting key companies and strengthening the management of low-speed electric vehicles.
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