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New Energy Vehicle Industry Weekly (April 15-April 21, 2024) - Zhiyan Consulting Release

author:Zhiyan Consulting
New Energy Vehicle Industry Weekly (April 15-April 21, 2024) - Zhiyan Consulting Release
New Energy Vehicle Industry Weekly (April 15-April 21, 2024) - Zhiyan Consulting Release
New Energy Vehicle Industry Weekly (April 15-April 21, 2024) - Zhiyan Consulting Release
New Energy Vehicle Industry Weekly (April 15-April 21, 2024) - Zhiyan Consulting Release
New Energy Vehicle Industry Weekly (April 15-April 21, 2024) - Zhiyan Consulting Release
New Energy Vehicle Industry Weekly (April 15-April 21, 2024) - Zhiyan Consulting Release
New Energy Vehicle Industry Weekly (April 15-April 21, 2024) - Zhiyan Consulting Release

【Key event】The State Council Information Office held a press conference, and the sales of new energy vehicles continued to grow in the first quarter

On April 17, according to the State News Network, the State Council Information Office held a press conference to interpret the macroeconomic situation and policies.

Since 2024, the mainland consumer market has generally recovered well. According to data from the China Association of Automobile Manufacturers, automobile sales increased by 4.6% year-on-year in the first quarter, of which new energy vehicle sales increased by 31.8% and the market share reached 31.1%.

In the context of economic globalization, both supply and demand are global. The production capacity of different countries in their respective industries is larger, and the production capacity in other industries is smaller, which is determined by the comparative advantages of each country. Only by strengthening cooperation can we achieve common development. According to the International Energy Agency, the global demand for new energy vehicles in 2030 will be more than three times the global sales in 2023. In the process of promoting green and low-carbon transformation and development, there is a huge market demand in new energy fields such as electric vehicles, which will be a common opportunity for the development of all countries. The sustainable development of China's new energy industry and the continuous provision of high-quality production capacity not only meet its own high-quality development needs, but also make important contributions to the global response to climate change and green and low-carbon transformation.

Comments: New energy vehicles are the main direction of the transformation and upgrading of the global automobile industry and the green development of the world, and it is also a strategic choice for the high-quality development of the mainland automobile industry. The development of new energy vehicles is the only way for the mainland to move from a large automobile country to an automobile power, and it is a strategic measure to respond to climate change and promote green development. In recent years, the development momentum of the new energy vehicle industry in mainland China has been strong and is growing into a new economic engine. According to data from the China Association of Automobile Manufacturers, in the first quarter of 2024, the production and sales of new energy vehicles in mainland China will be 2.115 million and 2.09 million respectively, a year-on-year increase of 28.2% and 31.8%, respectively, and the growth rate will far exceed the overall growth.

At present, the sales growth momentum of new energy vehicles in mainland China is strong, and the market share is steadily increasing, which fully demonstrates the huge development potential and strong market demand of the new energy vehicle industry. The press conference clarified the important position of Continental's new energy vehicles in the global market, and demonstrated Continental's strong competitiveness and outstanding achievements in this field. According to the International Energy Agency, the global demand for new energy vehicles will increase significantly in the future, providing a broad space for the development of the new energy vehicle industry in the mainland. At the same time, the sustainable development of the new energy industry in mainland China not only effectively meets the needs of the domestic market, but also makes important contributions to the global response to climate change and the promotion of green and low-carbon transformation, and further enhances the international reputation and influence of the new energy vehicle industry in mainland China. In addition, the successful convening of the conference not only built an important platform for the mainland new energy vehicle industry to show its own strength and achievements, but also injected new vitality into strengthening domestic and foreign cooperation and promoting the common progress of the global new energy vehicle industry.

Figure 1: China's new energy vehicle production and sales in the first quarter of 2018-2024 (unit: 10,000 units)

New Energy Vehicle Industry Weekly (April 15-April 21, 2024) - Zhiyan Consulting Release

Source: China Association of Automobile Manufacturers, Zhiyan Consulting

New Energy Vehicle Industry Weekly (April 15-April 21, 2024) - Zhiyan Consulting Release

【Key Event】The Beijing Municipal Government held an executive meeting to actively promote new energy vehicles

On the afternoon of April 17, the Beijing Municipal Government held an executive meeting to study the city's economic operation and pollution prevention and control work in the first quarter. Yin Yong, deputy secretary of the Beijing Municipal Party Committee and mayor, presided over the meeting.

The meeting emphasized that the city's economic operation in the first quarter had a good start, and the goal of achieving a "good start" was hard-won. It is necessary to continue to firmly anchor the goals and tasks, strengthen the operation and scheduling of key industries and fields, better guide social expectations, boost the confidence of all parties, continue to consolidate and expand the good momentum of economic growth, and lay a solid foundation for achieving the annual economic and social development goals. We will increase forward-looking planning and layout, and vigorously develop strategic emerging industries and future industries such as new energy vehicles, biomedicine, robotics, and commercial aerospace. We will strengthen the bottom line of employment for key groups, go all out to promote high-quality and full employment, and effectively protect and improve people's livelihood.

When listening to the report on the progress of the first quarter of 2024 on promoting the construction of a beautiful Beijing and continuing to fight the battle against pollution, it was pointed out that it is necessary to continue to maintain concentration, make every effort to implement the tasks of the battle against pollution, and promote the continuous improvement of the quality of the capital's ecological environment. We will further promote the adjustment of the energy structure, expand the scale of external green power, accelerate the promotion of energy conservation and emission reduction in key areas such as transportation and construction, accelerate the "oil for electricity" and "oil for hydrogen" of vehicles in key industries, and actively promote new energy vehicles.

【Key Event】The first new energy vehicle promotion conference in Qinghai Province in 2024 was successfully held to increase the promotion and use of new energy vehicles

From April 19th to 21st, the 2024 Qinghai Provincial First New Energy Vehicle Promotion Conference, organized and led by the Qinghai Provincial Administration of Provincial Organs, was held in the square in front of the Qinghai Grand Theater.

With the theme of "Working Together for Green and Low-Carbon Travel to Build an Ecological Civilization Highland", the event aims to give full play to the demonstration and leading role of party and government organs, practice the concept of green and low-carbon development, strengthen the awareness of cadres and employees of government agencies to use new energy vehicles, and increase the promotion and use of new energy vehicles. During the event, a total of 15 well-known new energy brand automobile sales companies participated in the event, including NIO, Wenjie, Ideal, Xiaopeng, BYD, Galaxy, Hongqi, Buick, Leap, Aion, AVATAR, Deep Blue, VOYAH, Changan Qiyuan, and Changan.

Promoting the new energy of official vehicles is a specific measure to implement the national "double carbon" strategy in the field of official vehicles, an important way for party and government organs to take the lead in "living a tight life" and practicing the concept of green and low-carbon development, and an inevitable requirement for party and government organs to play a leading role, which is of great significance for Qinghai to build a national clean energy industry highland and realize the high-quality development of the new energy vehicle industry.

【Key Event】The 2024 China Industrial Transfer and Development Docking Event opened, and the signed funds during the event exceeded 320 billion yuan

On April 21, the 2024 China Industrial Transfer and Development Docking Event with the theme of "Serving and Integrating into the National Strategy and Win-Win New Future of Industrial Development" opened in Guiyang. At the opening ceremony, a centralized signing ceremony was held. During the event, a total of 298 projects were signed, with a signed capital of more than 320 billion yuan, involving deep processing of resources, new energy vehicles and tourism equipment, energy and mining equipment, big data electronic information, textiles and garments, ecological food and other fields.

New Energy Vehicle Industry Weekly (April 15-April 21, 2024) - Zhiyan Consulting Release

【Key Technologies】Great Wall Motors has obtained patent authorization for temperature regulation system and electric vehicle, which solves the problem of high power consumption when the battery pack is heated

On April 16, it was reported that Great Wall Motors obtained a new utility model patent authorization, the patent name is "temperature regulation system and electric vehicle", the patent application number is CN202321551994.7, and the authorization date is April 16, 2024.

Patent abstract: the present application provides a temperature regulating system and an electric vehicle, the temperature regulating system comprises a waste heat recovery unit, a battery circuit unit and a temperature control unit; the waste heat recovery unit comprises a first water pump, a motor assembly and a first heat exchanger, and the first water pump, the motor assembly and the first heat exchanger are successively connected to form a motor waste heat recovery circuit; the battery circuit unit comprises a second water pump, a battery pack, a first three-way valve and a second heat exchanger, and a second water pump, a battery pack, The first three-way valve and the first heat exchanger are successively connected to form the first battery temperature regulation circuit, and the second water pump, the battery pack, the first three-way valve and the second heat exchanger are successively connected to form the second battery temperature regulation circuit; the temperature control unit comprises a compressor and an expansion valve, and the compressor, the second heat exchanger, the expansion valve and the first heat exchanger are connected sequentially to form a first temperature control circuit. The embodiment of the present application provides a temperature regulation system that solves the problem of large power consumption when the battery pack is heated.

【Key Technologies】Chery Automobile applied for a patent for low-voltage load power supply control for electric vehicles to improve conversion efficiency and reduce energy waste

On April 16, according to the announcement of the State Intellectual Property Office, Chery Automobile Co., Ltd. applied for a project called "a power supply control method and system for low-voltage load of electric vehicles, and automobiles", with the publication number CN117885568A, and the application date is January 2024.

The patent abstract shows that the invention discloses a power supply control method, system and automobile of electric vehicle low-voltage load, including setting up a high-efficiency interval of a DCDC converter and a high-SOC interval of a 12V small battery; The advantages of the present invention are that: starting from the conversion efficiency of DCDC converter for low-voltage load power supply, the control logic of low-voltage power supply is designed to improve the conversion efficiency and reduce the energy waste under low efficiency.

【Key Technologies】Chery New Energy applied for a patent for an automotive sunroof control system, which further ensured the driver's driving safety

On April 17, according to the announcement of the State Intellectual Property Office, Chery New Energy Automobile Co., Ltd. applied for a project called "a control method and control system for restricting the opening of automobile sunroofs", with a publication number of CN117885505A, and the application date is January 2024.

The patent abstract shows that the present invention belongs to the field of automobile sunroof control system control technology, and relates to a control method and control system for restricting the opening of automobile sunroof. The present invention comprises a control system, described control system, comprises speed detection module, sunroof rainfall sensing module, Calculation module and central control display module; described speed detection module is used for detecting the speed of automobile driving, and the detection result is sent to BCM by CAN signal; described sunroof rainfall sensing module is used for detecting sunroof rainfall, and the detection result is transmitted to BCM by CAN signal; described calculation module is used for receiving the signal that speed detection module and sunroof rainfall sensing module collect, and calculates and judges whether the signal that is collected is within the safe range; described central control display module is used for showing the current sunroof opening and closing state, and sunroof restriction opening alarm information。 The present invention further guarantees the driving safety of the driver.

【Key technology】BYD obtained a patent for an emergency power supply system for electric vehicles, which solves the problem that electric vehicles cannot be charged initialized in the case of power loss

On April 17, it was reported that according to the announcement of the State Intellectual Property Office, BYD Co., Ltd. obtained a project called "Electric Vehicle Emergency Power Supply System and Electric Vehicles Containing It", with an authorization announcement number of CN113799625B, and the application date is June 2020.

The patent abstract shows that the embodiment of the present invention provides an emergency power supply system for an electric vehicle, the electric vehicle comprises a charging component inside, and the charging component is used for the charging management of the electric vehicle; the power supply system further comprises: a power supply interface is connected with the charging component; when the power supply interface is externally connected with a low-voltage power supply, the charging component is started and initialized, so that the electric vehicle becomes a high-voltage charging state. At the same time, an electric vehicle containing the aforementioned electric vehicle emergency power supply system was also disclosed. The embodiment of the present invention solves the problem that electric vehicle cannot be charged initialized under the condition of power loss, and is suitable for a variety of types of electric vehicles.

【Key Technologies】Xinrui Technology has obtained patent authorization for charging systems and electric vehicles, which helps to reduce costs

On April 19, Xinrui Technology obtained a new utility model patent authorization, the patent name is "electric system and electric vehicle" patent application number is CN202322455774.0, and the authorization date is April 19, 2024.

Patent abstract: the embodiment of the present application provides a charging system and an electric vehicle, the charging system comprises a first battery pack, a second battery pack, a fast charging interface, a first switch module and a second switch module; the positive electrode of the first battery pack is connected with the positive electrode of the fast charging interface through the first switch module, the positive electrode of the second battery pack is connected with the positive electrode of the fast charging interface through the second switch module, and the negative electrode of the first battery pack, The negative pole of the second battery pack is connected with the negative pole of the fast charging interface; the positive voltage of the first battery pack is greater than the positive voltage of the second battery pack; under the condition that the first switch module is on and the second switch module is disconnected, the fast charging interface is charged to the first battery pack through the first switch module; under the condition that the first switch module is disconnected and the second switch module is turned on, the fast charging interface is charged to the second battery pack through the second switch module. The embodiment of the present application can reduce the cost under the condition that the first battery pack and the second battery pack are compatible with charging.

New Energy Vehicle Industry Weekly (April 15-April 21, 2024) - Zhiyan Consulting Release

【Key Enterprise】Ruilan Automobile signed a strategic cooperation agreement with iFLYTEK to further promote the deep integration of domestic artificial intelligence models and new energy vehicle manufacturing industry

On April 15, the signing ceremony of the strategic cooperation between Ruilan Automobile and iFLYTEK was held in Hefei, Anhui Province, the headquarters of iFLYTEK. As an important part of Lifan Technology's development strategy, Ruilan Automobile and iFLYTEK jointly launched a comprehensive strategic cooperation, which will further promote the deep integration of domestic artificial intelligence models and new energy vehicle manufacturing.

【Key Enterprise】VOYAH Automobile opened a grand brand launch conference in Italy, becoming the first high-end new energy vehicle national team in China to enter Italy

On April 16, VOYAH opened a grand brand launch conference in Italy with the theme of "Designing Evolution", becoming the first high-end new energy vehicle national team in China to enter Italy. The first batch of 100 vehicles was sold out. In addition, VOYAH presented the i-Cozy concept car to Milan Design Week, which won praise from many of the world's top designers.

【Key Enterprise】Anche Testing and Yongtai Digital Energy reached a strategic cooperation to build a new chapter in the new energy business

On April 16, the signing ceremony of strategic cooperation between Anche Testing and Shenzhen Yongtai Digital Energy Technology Co., Ltd. (hereinafter referred to as "Yongtai Digital Energy") was held at Anche's Shenzhen headquarters. He Xianning, Chairman of Anche Testing, Ou Gang, Deputy General Manager of Anche Testing, Chen Shuo, CEO of Yongtai Digital Energy, Xu Dajian, Senior Vice President of Yongtai Digital Energy, and other leaders witnessed this important moment and signed a cooperation agreement on behalf of both parties.

According to the agreement, the two sides will actively promote mutual supplier pools and deepen cooperation in the field of new energy based on the principle of "long-term cooperation, mutual benefit and win-win results, and common development". The two parties will make full use of their respective resource endowments and business advantages to jointly develop diversified projects such as photovoltaic energy storage, charging, battery swapping, and new energy vehicle testing across the country.

This cooperation is not limited to the existing new energy business scope, and the two parties will also rely on resource sharing, model innovation and ecological complementarity to jointly explore and develop emerging scenario-based applications in the field of new energy. According to market demand, the two parties will set up a R&D project team to jointly develop new products and promote the expansion of new energy business with technological innovation.

【Key Enterprise】Chaoda Equipment: The company's products are widely used in BYD's new energy vehicles

On April 17, Chaoda Equipment said on the interactive platform that the company's products are widely used in BYD's new energy vehicles, including but not limited to BYD Tang, Yuan, Qin, Qin plus, Song Max, Song Pro, Song Plus, Dolphin, Seal, Destroyer 05 and other models.

【Key Enterprise】SAIC-GM Autoneng joined the NIO Energy Supplement Cooperation Network

On April 18, SAIC-GM's official WeChat message announced that it will increase cooperation with NIO charging public piles from now on, and more than 10,000 NIO charging terminals will join SAIC-GM's Auto Energy Replenishment Cooperation Network. Users of new energy vehicles under the Cadillac and Buick brands of SAIC-GM can view the location and price of NIO charging piles in real time through the charging map function of the corresponding brand app.

【Key Enterprise】Hesheng Co., Ltd.: It is planned to invest 1.5 billion yuan in the construction of Yibin Hesheng new energy vehicle high-end parts project

On April 18, Hesheng Co., Ltd. announced that it signed the "Investment Agreement" with the Management Committee of Yibin Sanjiang New Area. This agreement was reached by both parties through consultation, and it was decided to invest in the construction of Yibin Hesheng new energy vehicle high-end parts project in Yibin Sanjiang New Area, with an estimated total investment of 1.5 billion yuan.

【Key Enterprises】China FAW and China Chengtong signed a strategic emerging industry collaboration agreement to continuously enhance the core competitiveness of new energy vehicles

On April 18, at the 5th China FAW Science and Technology Conference, China FAW and China Chengtong signed a strategic emerging industry collaboration and cooperation agreement. According to the cooperation agreement, the two parties will jointly promote the strengthening and extension of the core industrial chain of new energy vehicles, continuously deepen cooperation in the coordinated development of industry and finance, new energy market promotion and travel formats, accelerate the layout of next-generation advanced technologies and emerging industries, and continue to improve the core competitiveness of new energy vehicles, state-owned capital operation and industrial empowerment capabilities. On the same day, FAW and ECARX signed a strategic cooperation agreement on intelligent cockpits. According to the cooperation agreement, the two parties will start a comprehensive strategic cooperation in the field of intelligent cockpit, give full play to their respective advantages, cooperate in the design and development of cockpit domain control-related products, the co-creation of ecological terminal-related products, and the ecological operation and operation and maintenance of the Internet of Vehicles, establish full-stack R&D capabilities for the integration of "end-pipe-cloud" of the intelligent cockpit, and jointly build a highly competitive Hongqi intelligent cockpit and Hongqi OS. At the same time, the two parties will also jointly build Hongqi brand high-end mobile phones.

【重点企业】‬‬‬‬‬‬‬‬‬‬‬‬‬‬‬‬‬‬‬‬‬‬‬‬‬‬极氪009光辉正式上市,搭载京东方LC智能光幕

On April 19, according to BOE news, ZEEKR 009 Brilliant was officially launched, with a price starting at 789,000 yuan. BOE said that as the first four-seat ultra-luxury flagship MPV launched by ZEEKR, in addition to being equipped with BOE8-inch rear control screen assembly, it has also become the world's first new energy vehicle equipped with BOE LC intelligent light curtain.

New Energy Vehicle Industry Weekly (April 15-April 21, 2024) - Zhiyan Consulting Release

【Key Event】The groundbreaking ceremony of Taifu's new energy auto parts project was held in Helu Industrial New Town, and after the completion of the project, it will form an annual production capacity of 16 million new energy vehicle pipelines and new energy power battery parts

On the morning of April 18, the groundbreaking ceremony of Taifu's new energy auto parts project was held in Helu New Industrial City. Xu Hua, secretary of the county party committee, attended the ceremony and announced the start of the project, Zhao Xiaowei, chairman of Jilin Taifu Auto Parts Manufacturing (Group) Co., Ltd., and county leaders Dong Bangyi and Yang Jianbo attended.

It is reported that Jilin Taifu Auto Parts Manufacturing (Group) Co., Ltd., established in September 2007, is a professional manufacturer of automotive pipelines and battery busbars and special steel processing, and is a global supplier of FAW Hongqi, FAW Besturn, FAW Jiefang and Volkswagen. After the completion of the project, it will form an annual production capacity of 16 million new energy vehicle pipelines and new energy power battery parts, and is expected to achieve an annual output value of about 800 million yuan.

【Key Event】600 million yuan projects settled in Zhenjiang Ecological Automobile Industrial Park, which will help promote the development of new energy vehicle industry clusters

On April 18, the establishment of the Dantu District New Energy Automobile and Parts Industry Alliance and the centralized signing of key industrial projects in Zhenjiang Ecological Automobile Industrial Park and Shangdang Town were held in BAIC Blue Valley Magna Co., Ltd., marking that Dantu District has taken a solid step in expanding and strengthening the first industry of new energy vehicles and parts and promoting the development of new energy automobile industry clusters.

In the afternoon of the same day, six industrial projects, including high-performance thermal insulation materials for new energy vehicles, environmentally friendly polyurethane materials and products, R&D and manufacturing of heating components, and manufacturing of heating auto parts for new energy vehicles, were signed in two batches, with a total investment of 2.4 billion yuan. Among them, the new energy vehicle high-performance thermal insulation material project investment of about 1 billion yuan, plans to build four new aerogel production lines, after the completion of the first phase of the project, the aerogel output of 12 million square meters, is expected to achieve taxable sales of 400 million yuan. With the signing and implementation of these projects, it will inject stronger momentum into Zhenjiang's automobile and parts industry.

At present, the automobile manufacturing and parts industry has become an important engine for the development of Dantu industry. There are 36 related enterprises of various types in the district, and the industrial taxable sales are 7.54 billion yuan, accounting for 13.2% of the total area. On the same day, Dantu District unveiled the establishment of the New Energy Automobile and Parts Industry Alliance, aiming to try to build an interactive exchange platform for "technical cooperation, business extension and investment consulting" of Dantu automobile enterprises in the innovative form of "leading enterprises leading + backbone enterprises following up + affiliated enterprises supporting + external strategic support". In the future, Zhenjiang Ecological Automobile Industrial Park will focus on the first strategy of "strong industrial area", give full play to the role of alliance, alliance and linkage, unswervingly promote the industry to "climb higher", and make every effort to build a high-quality development ecology and high-growth enterprise matrix.

【Key Enterprise】The sanitation vehicle project of Foton Ressa New Energy Automobile Industrial Base was put into operation, creating a new engine for green development driven by the scientific and technological innovation chain

On the morning of April 18, the commissioning of the sanitation vehicle project of Foton Ressa New Energy Automobile Industrial Base was held in Caofeidian District.

It is understood that the Foton Ressa new energy automobile industry base project, relying on the industrial advantages of Caofeidian District such as steel, new energy, new materials, as well as ports, railways and other transportation advantages, from the three aspects of "strengthening the chain, supplementing the chain, extending the chain" to cooperate with more industrial chain partners, promote auto parts manufacturing, new energy battery manufacturing and other projects to Caofeidian agglomeration, to create a new engine for green development driven by the scientific and technological innovation chain.

Zhiyan Consulting has been focusing on industrial consulting for 15 years and is a professional service organization in the field of industrial consulting in China. The company takes "driving industrial development with information and empowering enterprise investment decision-making" as its brand concept. Provide professional industrial consulting services for enterprises, including high-quality industry research reports, special customization, monthly topics, feasibility study reports, business plans, industrial planning, etc. Provide weekly/monthly/quarterly/annual reports and other regular reports and customized data, covering policy monitoring, corporate dynamics, industry data, product price changes, investment and financing overview, market opportunities and risk analysis, etc.

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