“While car exhaust is the major source of smog, there is still much debate. However, through the promotion of new energy vehicles, the replacement of traditional fuel vehicles, and the gradual reduction of the exhaust gas control atmosphere has become the consensus of the government.” BYD internal sources said.

Under the great pressure of the haze, the government frequently launched a policy of supporting new energy vehicles and became a stunt for new energy concept stocks. The concept of batteries and new energy stocks has been sought after, but some battery companies do not possess core technologies. For example, the universal cash flow has no direct relationship with new energy vehicles.

The industry is even more concerned with the level of support that can be provided by the government after the government introduced a new round of purchase subsidies for new energy vehicles last year, free license plates, purchase tax relief, and reform of charging facilities.

"Last year's new energy automobile policy was mainly concentrated in the field of market promotion. The methods that basically came to mind have already been issued or have already formed intentions, and will gradually implement a policy system. The next areas that may break through are the technical level and the industry. Chain support, which is also the shortest in recent years, said an expert on new energy vehicle technology.

Battery technology to make up classes

The promotion of new energy vehicles has reached six years, and supporting policies have also formed a system. However, in the field of scientific and technological innovation, there is not much support and little attention has been paid to the outside world. As a special expert in the major science and technology projects of the 863 Program of the Ministry of Science and Technology, Wang Binggang is very concerned about the hollowing out of the technology of China's new energy vehicles and reminds relevant departments to pay attention.

The consensus within the industry for new energy vehicles is that there is still a big gap between domestic and new energy vehicle enterprises in the three core technologies of batteries, motors, and electronic control, and the international advanced level. "Especially the power battery technology and hybrid power system, in addition to domestic BYD, many car companies not only have no production line, but no production models." Wang Binggang said.

China's power battery is mainly based on lithium iron phosphate, but the level of battery development is uneven. According to the data provided by relevant persons in the China Automotive Technology Center, most of the domestic pure electric vehicles using lithium iron phosphate batteries, battery capacity and other parameters vary widely. For example, the battery capacity of the Conde 4 electric vehicles is only 21.12 kWh, the JAC iEV4 is 19.2 kWh, and the BAE E150EV is 23 kWh, while the BYD e6 can reach 60 kWh.

“The domestic power battery production is still dominated by small-scale production lines, and many production levels are low, and consistency is hard to guarantee. A technology lagging behind may weigh on the entire industry in the future. Batteries and other core technical components, capable competitors are not It will be provided to you, so despite the fact that the energy car is hot, there is a lot of crisis, said an insider of a small battery company in Beijing.

Power battery technology is considered by the industry to be the most critical technology in the development of new energy vehicles. According to relevant experts of China National Automobile Industry Research Institute, among the relevant policies and measures that the country is researching and formulating, the most important one is to standardize and support the power batteries of new energy vehicles. On February 16th, the Ministry of Science and Technology issued the "National Key R&D Program for New Energy Vehicle Key Special Implementation Plan (Draft for Soliciting Opinions)" (hereinafter referred to as the "Program"), from the development of the automotive industry to the treatment of automobile exhaust pollution, and put forward in the "New Energy The key technologies for complete vehicles and some of the core components have not been completely broken. "The necessity of technology upgrades.

The major directions of technical support determined by the Ministry of Science and Technology are: electric energy science, lightweight materials science and intelligent information science. The vertical system supports pure electric power systems, plug-in/extended hybrid systems, and fuel cell systems. Among them, the quantified goal was put forward for the core technology power battery of new energy vehicles, requiring that the individual energy ratio of the car's power battery reach 200 watt hours/kg at the end of 2015, which is double that of 2010 and 300 Wh/hr in 2020. In kilograms, the overall level remained within the top three international players.

Subsequently, local governments also started to follow suit. Shenzhen recently released the Shenzhen New Energy Development Work Plan, and Shenzhen will further promote the innovation capability of the new energy automobile industry. It is required that by the end of this year, the overall technology of new energy vehicles will reach the international advanced level, the cost of power battery modules will drop below 2 yuan/Wh, the cycle life will be stable to 2000 or more than 10 years, and the power density of electric drive systems will reach 2.5 kW/kg. the above.

Due to the weak reserve of fuel cell technology, auto makers are reluctant to make huge investments to start from scratch. The Ministry of Science and Technology is very lonely. However, under the unclear industrial route, it cannot be abandoned directly. The target of fuel cell vehicles is also set very low. Before 2020, it only required "a breakthrough in fuel cell vehicle technology to meet the requirements of industrialization and realize the scale of a thousand-class market."

Ministry of Science and Technology Optimized Management Structure

The state supports new energy automotive technology and has long established a national support for high-tech projects. However, many projects have encountered objections in the industry. “Beijing has a car company, as long as they come up with 100 pure electric vehicles, they can receive a subsidy of 100 million yuan, an average of 1 million yuan, in fact, behind any technology.” A new energy vehicle R & D source said.

This situation has led many SOEs to not really attach importance to autonomous new energy vehicle technology. Instead, they have bought core components to assemble finished products and got support funds. This person thinks that this is also one of the reasons why the development of new energy vehicles by state-owned car makers has been unsatisfactory in recent years.

The relevant mechanisms may change. The "Program" requires the establishment of a unified organization of leadership, planning, coordination, efficiency, optimization of the configuration, the goal of integration of electric vehicle science and technology development special organization management system.

The Ministry of Science and Technology plans to optimize the organizational structure of the new energy vehicle project management agency and establish a special management organization composed of leadership, management, and technical layers. Among them, the leadership consists of inter-departmental joint committees and expert advisory committees. The management team consists of special offices, intellectual property rights, finance, and supervision teams. The technical layer consists of key special-purpose chief experts, major project overall teams, project chiefs, and project leaders. constitute.

The project management is still responsible for the high-tech research and development center of the Ministry of Science and Technology, and relevant personnel are drawn from multiple centers to form a special energy management team for new energy vehicles. Try to establish a project manager system and be responsible for the implementation of the special pilot work. The center will strengthen the supervision of special management, establish a prevention and control mechanism for integrity risks, strengthen the design of internal systems, and will gradually establish modern management systems such as councils and board of supervisors, and realize the transition to specialized project management agencies.

“The previous technical support projects were not very transparent. They were also the weakest in terms of financial support for new energy vehicles, and the investment ratio was relatively small. In fact, industrial chain support is very important, such as power batteries, small scale, low technology, and backward production lines. It is difficult for the market alone to improve in the short term and it will restrict the development of the entire industry,” said a researcher of new energy vehicles at a Guangzhou auto company.

The Shenzhen government proposes to encourage and support enterprises to increase their R&D investment and build a national-level new energy automotive industry base integrating R&D, design, testing and certification, complete vehicles and key components, product display experience, personnel training and life support. .

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