The State Council approved a new round of new energy vehicle promotion program


"Direct subsidy to enterprises" will be the biggest change in the new round of subsidy policies to be implemented. Last week, Minister of Science and Technology Wan Gang revealed at the 2013 China Automotive Industry Development (TEDA) International Forum that the State Council has formally approved a new round of demonstration and promotion programs for new energy vehicles. The four ministries and commissions are formulating detailed implementation rules and will formally start the process as soon as possible. On Tuesday, Beijing’s heavy pollution emergency plan announced that public transportation will play an important role in the future emergency. New energy vehicles will usher in development opportunities, and related individual stocks such as Foton Motor, Jinrui Technology, Jiangsu Cathay Pacific, and Ankai Bus deserve attention.

Subsidy directly to the company

Last week, Minister of Science and Technology Wan Gang revealed at the 2013 China Automotive Industry Development (TEDA) International Forum that the State Council has formally approved a new round of demonstration and promotion programs for new energy vehicles. The four ministries and commissions are formulating detailed implementation rules and will formally start the process as soon as possible.

The contents of the new round of subsidy policies mainly include: pilot cities as the core, setting up pilot regions, expanding the scope of radiation, and accelerating the promotion of regional electric vehicles; improving the existing methods of subsidizing financial funds and accelerating the implementation of capital subsidies; hybrid electric buses will go all over the country. Promotion; financial support for the construction of charging stations. Among them, direct subsidy to enterprises is the biggest change in the new round of subsidy policies.

In addition, the Beijing Municipal Standing Committee reviewed and approved the "Beijing Municipal Air Heavy Pollution Emergency Plan." The “preplan” stipulates that when the air pollution red warning is issued (there is a forecast of serious pollution in the next 3 days), the motor vehicle will implement single and double number limit measures, and official vehicles at all levels of party and government agencies in the city will stop for another 30 years. % of all vehicles (80% of the entire vehicle is parked) will be stopped by vehicles that can easily cause dust, such as slag and gravel.

Multiple ministries inspect Tesla

Micro bus quietly started in Hangzhou

According to reports, the National Development and Reform Commission, the Ministry of Industry and Information Technology, and the Ministry of Commerce have visited Tesla headquarters. The visit effectively strengthened the understanding of Tesla by the country’s major ministries and had a positive role in promoting the smooth entry of Tesla into the Chinese market.

Domestic electric vehicles are also rapidly developing. Hangzhou is the first city in China to use a rentable pure electric microbus, which costs 20 yuan an hour and can run 80-100 kilometers once fully charged. This system is called an upgraded version of the public bicycle, low-carbon environmental protection, saving parking spaces, but also very convenient to return the car.

At present, Hangzhou has built and put into use two stereo garages for micro bus parking and charging. Each microbus garage is about 150 square meters, and it can park at least 100 vehicles. Each charge takes about 30 minutes. It is understood that the three-dimensional garage site is accelerating the layout, the total number will reach 20 or so next month. The vision for the future is that every 5-10km of Hangzhou will erect a three-dimensional garage site and build a green micro-bus system.

Follow related concept stocks

Foton Motor: The company has established a new energy vehicle technology center, a key laboratory for energy conservation and emission reduction, and other research and development centers. It has three world-class green energy technologies, namely, clean energy technologies, alternative energy technologies, and new energy, forming hybrid, pure electric, and hydrogen fuels. The four core design centers for energy-efficient and energy-efficient engines cover hybrid buses, pure electric buses, pure electric sanitation vehicles, and pure electric taxis, and have become leaders in the promotion and application of new energy commercial vehicles in China. The company will use Beijing as the center, Beijing and Guangdong as bases for new energy bus production bases, and become one of the largest and most advanced passenger car companies in China. The announcement of Beijing's heavy pollution emergency plan put forward demand for bus operations and brought positive effect to the development of the company.

Jinrui science and technology: The company's main business is electrolytic manganese, manganese trioxide, nickel hydroxide and magnetic core, etc.; the company owns Asia's largest manganese trioxide plant and China's largest electrolytic manganese metal production base, with an electrolytic manganese production capacity of 40,000 tons , Manganese tetraoxide production capacity of 20,000 tons, the market share of more than 50%. Trimanganese tetraoxide is an important basic raw material for producing high-grade soft magnetic MnZn ferrite cores. Well-known domestic magnetic materials companies such as Tiantong and Hengdian East Magnetic are important customers of the company.

Jiangsu Guotai: Guotai Huarong Chemical Co., Ltd. is a key high-tech enterprise of the National Torch Plan with lithium battery materials and organic silicon materials as the development direction. He has undertaken many national-level projects including the National 863 project and national high-tech industrialization projects. He has undertaken a number of provincial-level projects including the Jiangsu Provincial Science and Technology Achievements Transformation Funded Project. The company's "SHINESTAR" brand lithium-ion battery electrolyte and "HUARONG" brand silane coupling agent enjoy a high reputation in the same industry at home and abroad. Electrolyte products include primary lithium battery electrolytes, secondary lithium-ion battery electrolytes, power battery electrolytes, and supercapacitor electrolytes; silane coupling agents cover nine series of more than 60 varieties. Products exported to Japan, the United States, Europe, Australia and other countries and regions, with the industry's major international companies to establish a strategic partnership, is the world's three largest lithium-ion battery electrolyte suppliers and domestic major silane coupling agent manufacturing Business.

Ankai Bus: The company is a domestic vehicle company that has earlier researched and developed and mass-produced and operated new energy buses. It has now formed a 10-12 meter pure electric bus, a 12 meter pure electric tourism and commuter bus, and a 12 meter extended electric bus. Passenger car and 10-12m oil-electric hybrid city bus in one product platform, a total of 37 new energy buses won the national announcement, the number of announcements was the first in the country, and 35 energy-saving and new energy vehicles were rated as national demonstration and extension application projects. Recommended models.

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