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Chinese new energy vehicle production and sales to soared, Lithium iron phosphate expansion is imperative

Sales Dept. 2015.4.1

    new energy cars has produced 83900 in 2014 , year-on-year growth of nearly four times。Among them, the pure electric passenger car production 37800, rose 3 times, plug-in hybrid 16700 vehicles, passenger car production has rose nearly 22 times; 15700 vehicles, pure electric commercial vehicle production has rose nearly four times, 13800 vehicles, plug-in hybrid commercial vehicle production has rose by 2 times.
Since the fourth quarter of 2014, new energy vehicles where subsidies have an intensive introduction to , terminal sales rose in a sustained rally, show that new energy industry is back on the development。New energy vehicles usher in major investment opportunities. 2015 is the second Promotion round test of the year,, that the industury fundamentals will be more better and stronger .
Experts, but also has the technology level of new energy vehicles, infrastructure, as well as the related factors, the new energy vehicles in urban passenger transport industry application at an early stage, the highly anticipated society, the government actively promote, efforts to adapt to the enterprise, vehicle operation is very difficult, urban passenger transportation electrification pressing problems, mainly reflected in:
    1, new energy automotive technology bottleneck, the product performance are still unable to meet the needs of the urban passenger transportation. Now in general will be the new energy automotive industry field of household car design concept, technical route, battery type selection and the way of charging current experience directly transplant, battery use there is a bottleneck, new energy car battery has a large volume, fast attenuation, limited driving distance is not enough, difficult to meet the demand. Travel distance is pure electric city bus 150 km, attenuation decline year by year, as the battery bus daily average mileage is distance, pure electric of bicycle passenger car.
    2, new energy automobile facilities is relatively lag, total amount and structure still can not adapt to and meet the needs of the urban passenger transport operations. Purging electrical infrastructure is the foundation of the protection of new energy vehicles operating, but the existing passenger vehicles using new energy in electric network distribution imbalance, it is difficult to meet the needs of the operation, to taxi capacity, operation organization arrangement with major obstacles, such as shenzhen currently has more than 3000 vehicles, new energy bus 840 charging piles, a shenzhen car a target of 70%, bus charging demand is widespread.
    3, imperfect policy system, the enterprise choosing out of steam. In recent years, countries in the related ministries and commissions in new energy vehicle purchase related aspects such as tax breaks, formulate the relevant policies, reduce the burden of enterprises, and arouse the enthusiasm of the production enterprises, but in new energy passenger vehicle operation, maintenance, such as battery recycling use link, has not yet to support policy, new energy vehicles all life cost no advantage, especially the battery replacement is expensive, the enterprise of new energy vehicles' enthusiasm is not high, the cost is higher, the actual vehicle operation is also very poor, the purchase of pure electric vehicles with the same capacity diesel buses cost one million, battery replacement, three years of the high cost of maintenance, pure electric vehicles is the cost of 10-year-old 2 times the left and right sides of the same type fuel vehicles, the problem is mainly some of the policies we now.
     So in front of the real market demand growth, rapid release capacity lithium iron phosphate, we still need to maintain a calm, the current domestic enterprise product differentiation between the anode materials is not big, no product market competition, lack of product market, which lead to high inventory, onto the road of price dumping, ultimately hurt or their own interests.

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