After Beiqi New Energy and Changjiang Automobile successively obtained the qualifications for new energy vehicle production, the third “birth certificate” will be the focus of the industry. Recently, some media broke the news that the future car owned by Great Wall Huaguan has obtained the qualification of new energy vehicle production. The National Development and Reform Commission will announce the news recently.

Although the NDRC has not officially voiced it yet, there has been news inside the Great Wall Huaguan that the process of qualification certification has been completed. In other words, if the news is true, the prospective car will be the third company to get a new energy license. For the new energy auto industry and many companies that are still eagerly awaiting, if the future car can successfully “certify”, it may be more “meaningful” than the previous two.

What is the future of the car?

"Technology flow" companies are favored

After BAIC New Energy and the Yangtze River Automobile "first come to the fore", the industry has also made a lot of speculation about the location of the third new energy license, and the promising car is indeed a hot player with a high probability of success. Although it has not yet been officially confirmed by the official, it may be useful to analyze why the future car is considered popular.

First of all, the parent company of the future car, Great Wall Huaguan, was founded in August 2003. It is a well-known independent car design company and supplier of complete vehicle development solutions. It has provided technical support and engineering for more than 100 domestic models. The solution has a wealth of experience in vehicle design.

As a wholly-owned subsidiary of Great Wall Huaguan, the future car is established in February 2015, but it is backed by a “big tree” with abundant capital, rich experience and broad network of contacts, whether it is building a car or building a factory. Progressive speed: At the 2015 Shanghai Auto Show, the K50 model independently designed and developed by the future car debuted, and the prototype test was also carried out in the same period. In November of the same year, the Great Wall Huaguan officially listed on the New Third Board, known as the domestic electric three-board electric The first share of the car; February 2016, the groundbreaking ceremony for the production base of the future car was held in Suzhou. The first phase investment exceeded 2 billion yuan, initially covering an area of ​​230,000 square meters, with an initial planned production capacity of 50,000 units; Beijing in April this year At the auto show, the prospective car officially released the promising K50 production version of the model, the new car is positioned as a pure electric two-seat sports car, is expected to be officially listed at the end of 2017. It is not difficult to see that the future car has gone smoothly and quickly in the construction of the land, design and development, prototype production and other aspects.

Secondly, the prospective car has a clear goal in applying for the qualification of new energy vehicle production, and has made plans and preparations early. As early as last November, Lu Qun, the chairman of the Great Wall Huaguan and the chairman of the future car, said that the future of the car has been applied for the qualification of new energy vehicles as an important issue, especially in June 2015. After the National Development and Reform Commission issued the "Management Regulations for New Pure Electric Passenger Vehicle Enterprises", the company is preparing an item in accordance with the requirements of the "Regulations". According to media reports, before the end of 2015, the K50 pure electric super-run of the prospective car's 15 engineering prototypes has completed the reliability test 30,000 km mileage test, as well as a series of crash tests such as bump, side and back touch. , passed the tests of the China Automotive Technology and Research Center in Tianjin.

In March of this year, Lu Qun revealed the progress of the car in the media interview, saying that the Suzhou production base entered the land leveling stage. The K50 of the first super sports car is expected to be officially mass-produced next year, and will be listed at the end of next year. And revealed that in addition to the future K50, the future car also planned a "micro electric car", the first phase of mass production of 50,000 indicators will be dominated by this miniature electric car. According to his vision, by 2020, the new energy vehicle market will reach 3.5 million units, and the future car hopes to account for 15% of the market.

Such a company with funds, technology, experience, planning, preparation, and active application is obviously the object of the “birth certificate” approval department. In February this year, an article published on the website of the National Development and Reform Commission focused on the key aspects of key areas, and continued to focus on enhancing the core competitiveness of manufacturing industry. It clearly stated that “in 2015, with the approval of the State Council, the National Development and Reform Commission issued and implemented the new pure electric vehicle. The Regulations on the Management of Passenger Vehicle Enterprises, supporting social capital and enterprises with technological innovation capabilities to participate in the research and production of new energy vehicles, the results gradually appear. BAIC New Energy, Hangzhou Changjiang Automobile, Beijing Great Wall Huaguan and other research and development strength is outstanding and complete Independent intellectual property rights, increased investment in emerging technology companies with obvious actions in relevant technical fields, active application, enhanced industrial innovation and development vitality and international competitiveness, and “named” Beiqi New Energy, Changjiang Automobile and Great Wall Huaguan "Encourage, and the first two companies have obtained new energy licenses.

The number of licenses is limited?

Both good and bad

According to the “Management Regulations for New Pure Electric Passenger Vehicle Enterprises”, new pure electric passenger vehicle enterprises need to have pure electric passenger car products in technology from concept design, system and structural design to prototype development, testing and finalization. At the same time, it is necessary to master the core technologies of the vehicle control system, power battery system, vehicle integration and vehicle lightweighting, as well as the corresponding test and verification capabilities. It has the independent intellectual property rights of pure electric passenger cars and the relevant invention patents granted. In addition, the newly-built enterprises should also have complete prototype trial conditions, and the number of prototypes of the same-type pure electric passenger vehicles that are self-produced by themselves should not be less than 15.

From this point of view, the future car has basically met all the conditions, and it should be no problem to get the third new energy vehicle production qualification.

And if the future car "licensing" is successful, it will be both good and bad for other companies that want to enter the new energy vehicle field.

On the one hand, the two companies that have already obtained new energy licenses are not strictly "cross-border" in the true sense. The Beiqi Group behind Beiqi New Energy is a large state-owned enterprise. It is also a traditional vehicle manufacturing enterprise with abundant capital, large scale, rich experience and close ties with the government. In fact, whether this independent license does not affect the production and sales of BAIC Group For energy vehicles, it is almost impossible to apply for a license. The predecessor of Changjiang Automobile is Hangzhou Bus Bus Factory. The Wulong Electric Vehicle (Group) Co., Ltd. behind it is even more powerful. Its main shareholders are CITIC Group and Li Ka Shing Fund. The China Innovation Foundation, etc., not only has strong financial strength, but also has great advantages and experience in capital operation and communication with the government. It also has automobile design center, battery research and development center, lithium battery production factory and vehicle production. Bases and other "one-stop" support, it can be said that the Yangtze River is also a traditional vehicle manufacturing company out of the tires.

The future car is a private company, and its parent company is not a traditional vehicle manufacturing enterprise. There is a gap between Changjiang Automobile and Beiqi New Energy in terms of capital strength and government relations. If the future car receives the third new energy source. The “birth certificate” of a car is, in a sense, an encouragement and demonstration for many cross-border enterprises that do not have a deep government background and experience in building cars.

On the other hand, it has been more than a year since the release of the “Management Regulations for New Pure Electric Passenger Vehicle Enterprises” in June 2015, but only two companies have officially obtained licenses. According to Dong Yang, the former executive vice president of the China Association of Automobile Manufacturers, the Ministry of Industry and Information Technology is considering limiting the number of new energy vehicle manufacturers to a maximum of 10, including the traditional car manufacturers that are developing new energy vehicles. Although there is no clear document indicating that there are only 10 new licenses, the meaning of the “more strict approvals in the future” revealed by the competent authorities is obvious. From this point of view, if the “birth permit” quota policy for new energy pure electric vehicles is implemented once, the future car will get seven seats for other companies after obtaining the “birth certificate” for new energy vehicles.

High threshold

It is not easy to do "squid"

An interesting phenomenon is that, apart from the new energy of BAIC, whether it is the Yangtze River car that has obtained the production license of new energy vehicles, or the future car that is likely to be certified soon, it is actually not the wave of cross-border vehicles. Among the competitors with the highest momentum, the highest reputation, and the most frequent public opinion, this is related to the current environment of the new energy vehicle market.

This year's biggest news and accidents in the domestic auto industry are the investigation and accountability of new energy vehicles, and both government departments and industry companies are under tremendous pressure from public opinion. At the same time, Internet cross-border car manufacturers such as LeTV, Chehejia, and Weilai Auto have been raising funds, building factories, finding foundries, and launching concept cars in a big way to speed up the progress of making cars. In this case, the most core new energy vehicle production licenses, countless companies want, but the government must be cautiously approved and strictly required.

It is not difficult to understand that Internet "barbarians" such as LeTV and Weilai Automobile, which have a high-profile behavior compared with the Yangtze River and the future vehicles, have brought more people's delusions, but have not been able to get into new energy vehicles. "Admission tickets" for the field. Of course, this is not to say that the government departments are wearing "colored glasses" to look at the "squatting" Internet car manufacturers, and more is related to the hard power of the enterprise itself.

Nowadays, in the era of market economy, enterprises outside the industry have to create new energy vehicles. Unlike Li Shufu’s running organs and Chery’s call for SAIC, they are subject to administrative restrictions. However, production qualifications are still the primary and core issue facing enterprises. This is also the year. Knowing that beans and Geely broke up, Conch profiles abandoned the acquisition of Chery New Energy, Volkswagen and Jianghuai and other major events in the industry. The original intention of the government to introduce the "Management Regulations for New Pure Electric Passenger Vehicle Enterprises" is to put a few "squid" to stir up the new energy vehicle market in China and inject fresh vitality into the industry. At the beginning of the policy announcement, traditional auto companies, auto parts companies, auto R&D and design companies, low-speed electric car companies, and Internet companies all responded positively. At present, there are 20 startup companies that have announced high-profile carbuilding and completed the first round of financing. There are many.

Although the state encourages new energy vehicles, it does not mean that the door to build a car is open at will. Obviously, the state is strictly screened as the standard for the management of new pure electric passenger vehicle enterprises. In fact, perhaps it is precisely because the access conditions of new energy vehicles are more stringent than the requirements of traditional automobile production, so that many new car manufacturers are looking for a rare license.

At present, the high threshold and strict supervision are the entry characteristics of new energy vehicles. Enterprises that already have production plants, strong R&D strength, and possessing three electric technologies and independent intellectual property rights can take the lead in breaking through the encirclement. In contrast, “PPT-making cars” without core technology seems to be awkward. Of course, there are also real car manufacturers in the emerging car manufacturers, and the enterprises that meet the conditions can finally get the production qualification. However, regardless of the number of companies that build new electric vehicles, there is no limit to the number of companies that have not yet obtained a license.

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