Advantages

This year, the car enterprises in the new energy, logistics, vehicle layout has never been interrupted. With the rapid development of the electricity supplier and express industry, the new energy logistics vehicles have stood on the tuyere. Transfar Zhaopin (002010) green logistics responsible person told reporters that the new energy vehicles subsidy policy in 2017 to promote pure electric car logistics favorable, it is expected that the new energy vehicle logistics has entered a new stage of development, there will be a large increase in 2016.
Along with the development of city logistics industry transformation and upgrading of the industrial chain to accelerate, many companies have turned to force the field of new energy vehicle logistics, from the electricity supplier chiefs to logistics giant Jingdong, to a rookie, all cars circle of the listed companies, both in the promotion of new energy vehicles own logistics plan.
The reporter found out this year, the Ministry has released the five batch of "recommended the promotion and application of new energy vehicle models directory", the new energy vehicles were 36, 37 and 142 paragraphs, the 158 and 91 paragraphs, accounting for about 19%, 18%, 22%, 35%, 29% respectively. In the first five batches of cumulative 1782 models, the new energy buses, new energy vehicles, new energy vehicles accounted for 62.57%, 26.04%, 11.39%. According to the insiders, before the five batch of recommended directory, the bus is still the main models, policy promotion at the same time, affected by the logistics industry to speed up the process of the promotion of new energy vehicles, new energy vehicle models continue the upward trend.

The ternary lithium battery to play the leading role

Recently, the Ministry released in 2017 fifth batch of "recommended the promotion and application of new energy vehicle models directory", a total of 309 new energy vehicles selected, among them, the new energy bus 189, accounting for 61.16% of the total; the new energy vehicle has 91, accounted for 29.45%; the new energy passenger car 29 money, accounting for 9.39%. It is worth mentioning that, this batch of recommended catalogue of pure electric vehicles mainly YISHION electric logistics vehicles mainly, the number reached 79, accounting for 87% of new energy vehicles.
Battery type from the point of view, in the new energy vehicles and new energy passenger vehicle area, ternary lithium battery is still the protagonist. In the 91 new energy dedicated vehicles, carrying ternary lithium battery, there are 67 models, accounting for 73.63%; in 29 new energy vehicles, carrying ternary lithium battery, there are 22 models, accounting for 75.86%. Extended to the first five batches directory, a total of 464 models selected for new energy vehicles, equipped with ternary lithium battery a total of 312 models, accounting for 67.24%; in total 203 models selected for new energy passenger cars, with ternary lithium battery totaled 140, accounting for 68.96%.
Automotive industry analysts believe that with the gradual uncertainty of the policy, the pure electric logistics vehicle production and sales will increase substantially, while the volume of pure electric logistics car market will also stimulate the growth of ternary lithium battery demand. Because ternary lithium battery material has the advantages of high energy density, long cycle life and low cost, it can meet the demand of pure electric logistics vehicles.

Preemptive layout of electric logistics vehicle

Overall, this years five batch of recommended catalogue, Dongfeng Automobile (600006) will undoubtedly become pure electric special vehicle type output big, many of its models in the directory. In addition, Hubei new Chu wind, Nanjing Jinlong also many times on the list.
This year, the car prices in the new energy, logistics, vehicle layout has never been interrupted. In May, Jiang motor (002176) announcement, a wholly owned subsidiary of Kowloon Motor and Zhuhai silver long wholly owned subsidiary of Guangtong automobile signed 2 billion 655 million yuan purchase contract signed purchase contract, since the date of the year, intends to purchase the Kowloon Guangtong automobile automobile production of pure electric cars and Effie 4.9 meters Effie van logistics vehicles. After that, a new micro energy and Jianghuai Automobile (600418) new energy electric vehicle logistics operation channel signed an exclusive cooperation agreement, and signed a 2017 year contract vehicle purchase intention, plans to purchase 5000 new energy electric vehicle logistics.
Not just car prices, electricity providers bigwigs also competing to launch a new energy logistics vehicle program. Jingdong founder Liu Qiangdong once on micro-blog propaganda: "in the next five years, we promised to tens of thousands of trucks replaced all non smoking electric cars."!" Liu Qiangdong said that four years ago, the Jingdong set up a green logistics project team, Jingdong has spent several years with six domestic and international car manufacturers work together to continue the development of electric vehicles. A major breakthrough has been made this year, and the Jingdong has installed more than 100 electric vehicles.
May 22nd, the rookie network launched a new energy intelligence logistics vehicle program, plans to join in the next five years, SAIC, Dongfeng and other car companies jointly put 1 million new energy intelligence logistics vehicles.
With the rapid development of the electricity supplier and express industry, the new energy logistics vehicles have stood on the tuyere. "New energy vehicles in 2017 subsidy policy for the promotion of pure electric logistics vehicles, is expected this year, the new energy logistics vehicles will enter a new stage of development, relative to 2016 will have larger increments."." The mass of green logistics relevant person in charge told reporters.