Batteries Published on 30 November 2018 |by Tim Dixon November 30, 2018 of Tim Dixon Welcome to the next edition of China x Cleantech, October issue. As always, China has produced a steady stream of stories ̵ 1; some have been covered here CleanTechnica and others release under the radar. This month's feature helps to better inform you about the rapid changes that happen in China. China × Cleantech is also published on the "Future Trends" section of our website. Here is the previous report if you missed it. Tesla News Tesla is always a hot topic. News from the California EV launch / power plant is constantly flowing because of its breakneck development and good products. It's no different in China, so here are the remarkable Tesla in China stories from October. An interesting stripping hypothetical Maarten Vinkhuyzen found that Tesla could use its assembly plant in Tilburg, the Netherlands to avoid the high import duties created by the US-China trade war. Perhaps. Of course, Tesla is a great global car manufacturer wise to tailor its offerings to the tastes of local markets – and this is the long-term solution Tesla has worked with – but perhaps some minor changes in manufacturing plans can help avoid high fees before the Shanghai Gigafactory is running . During Gigafactory 3 news, Tesla signed an agreement for 1300 hectares of land in the Shanghai Industrial Equipment Zone of Gigafactory 3 on October 17, 2018. The article summarizes the reasoning behind Teslas Gigafactory…
Published on 30 November 2018 |
by Tim Dixon
November 30, 2018 of Tim Dixon
Welcome to the next edition of China x Cleantech, October issue. As always, China has produced a steady stream of stories ̵
1; some have been covered here CleanTechnica and others release under the radar. This month’s feature helps to better inform you about the rapid changes that happen in China. China × Cleantech is also published on the “Future Trends” section of our website. Here is the previous report if you missed it.
Tesla is always a hot topic. News from the California EV launch / power plant is constantly flowing because of its breakneck development and good products. It’s no different in China, so here are the remarkable Tesla in China stories from October.
An interesting stripping hypothetical Maarten Vinkhuyzen found that Tesla could use its assembly plant in Tilburg, the Netherlands to avoid the high import duties created by the US-China trade war. Perhaps. Of course, Tesla is a great global car manufacturer wise to tailor its offerings to the tastes of local markets – and this is the long-term solution Tesla has worked with – but perhaps some minor changes in manufacturing plans can help avoid high fees before the Shanghai Gigafactory is running .
During Gigafactory 3 news, Tesla signed an agreement for 1300 hectares of land in the Shanghai Industrial Equipment Zone of Gigafactory 3 on October 17, 2018. The article summarizes the reasoning behind Teslas Gigafactory 3, such as the ongoing trade war and the state EV incentives. Gigafactory 3 has an aggressive timeline in 2 years after being broken to get started production. What is Tesla if it’s not ambitious?
Steve Hanley discussed the reasoning behind Tesla Gigafactory 3 and the aggressive timeline more specifically in an article on the effects of the commercial war on Tesla, China. In addition, he noted whether Tesla can achieve its timeline, it has a great opportunity both in size on the market and in possible margin there.
Chinese media reported on details from the environmental assessment of Gigafactory 3 in Shanghai, primarily a document that shows that Tesla plans to produce both Model 3 and Model Y at Gigafactory, aiming at a production capacity of 250,000 cars per year at the beginning.
Reporters looked at the data on “New Energy Vehicles” to create a progress report on how far companies in China are from their goals by the end of the year. Firstly, they stated that the China Automobile Association (CAA) released data on sales volumes for new energetic vehicles in China in September, which was 121 200 vehicles, and that the cumulative sales from January to September were 721 500 vehicles, which is an increase by 81%. According to the article, the national new energy market sales target is 1 million vehicles in 2018 and 72% is completed in September, making it likely that the target will meet since December is always an important sales month.
BYD in 2018 aimed at the sale of 200,000 new energetic vehicles and the sales value from January to September was 137,237 vehicles.
Chery in 2018 targeted sales of 100,000 new energy vehicles and its total sales from January to September were 44,829 vehicles.
SAIC in 2018 targeted sales of 100,000 new energetic vehicles and sales from January to September were 75,296
This article breaks down the numbers for many car companies in China, a very interesting entry in the market.
Kyle Field also reported on news that Volkswagen had begun its first full-scale electric vehicle factory in China. The new plant will use the modular electrification tool to produce completely electric vehicle models across the Volkswagen Group.
The factory will start production by 2020 and when fully built and installed, it should have production capacity for 300,000 electric cars. For more information and discussion, go to Kyle Field’s article.
Lotus, owned by the Geely Group, set up an engineering department in Hangzhou and a R & D center in Ningbo. Both facilities will be based within Geely facilities. The fire is expected to be used to release a new energy device based on Lotus design on the Chinese market.
Electric pickup cars get big news in the US, as major automakers delay the message of something noticeable but electrical startup begins to fill the space. Many questions about such launches will interfere with the established OEMs.
In China, electric trucks are not a contradiction of consumers’ hearts and minds, but a battle to electrify another market segment and win over massive fleets of electricity companies and construction contractors. So, welcome, welcome two new electric pickup cars in the Chinese market. (Yellow is generally used as a color choice for commercial vehicles in China.)
JMC unveiled its T500EV. The electric drive line contains a 120 kW permanent magnet synchronous motor and comes with two batteries, 320 km of packaging and 335 km of packaging.
I think this is a good addition to the market, but we need to keep track of more future updates, including price and availability.
Jiangxi Isuzu Motors (JIM) released details about an electric pickup truck that it will be sold for 263,800 RMB ($ 37,922), but it will be eligible for a government subsidy of 60,000-70,000 RMB ($ 8,500,000,000) . The expected range is 320 km.
This vehicle seems to be a logical choice for large state utility companies that have massive fleets of pickup cars and are under pressure to reduce their emissions.
Electric pickups in China may not fit the style of US state symbol pickup cars, but they fit the need for lorries in China, helping another segment of the automotive market to electrify.
A number of new electric cars were unveiled or updated in October. Firstly, the BAIC announced the EU7, which will be launched in June 2019. It is apparent from the article as a Model 3 competitor. We will see.
Another article introduced 6 electric batteries and hybrid cars that were on the verge of emissions in China.
Changan Automobile: CS15 EV400 (长安 CS15 EV400) – An updated version of its current model is the primary change, the improved NEDC range of 351 km. No news on price yet.
Changan Automobile-Yidong New Energy: XT Clean Electric (Xtreme Xtreme) – A retrofit of its existing gas / gasoline model is the same as gas / gasoline model. We have no numbers for their NEDC range or price yet.
Singulato iS6 (奇 点 iS6) – Singulato engines are an electric vehicle from China and its first product, the iS6, is an electric SUV with 400 km of distance and an interior that resembles Tesla interiors. It is slated to be released by the end of 2018.
For more information about these three EV and the three plug-in hybrids, check out the entire article.
In September Roewe Marvel X was launched, leading to the first reviews in October. Marvel X is an SUV and is available in two configurations – rear-wheel drive (range = 403 km) and four-wheel drive (range = 370 km). Roewe Marvel X has many styling choices right from the Tesla playbook. The massive center console is the largest and the name seems very close to model X (probably not a coincidence). Overall, I think this is a beautiful electric SUV.
For more photos and a video, read this article and this.
GAC Mitsubishi Zhizhi EV was noted on October 13th. The small electric SUV has a NEDC range of 410 km and after the subsidy, the price should be 140 000 RMB ($ 20 1255).
It was announced that the electric version of the JAC’s A60 slats until the end of 2019 and will have 300km of distance, which seems low compared to cars already on the market. For more pictures, read this article.
At the end of October, “2018 Shenzhen, China 3rd New Energy Vehicle (Challenge Challenge)” and “2nd China New Energy Logistics Vehicle Green City Matching Conference” was held. Many companies competed in this challenge and won awards.
BYD showed its clean electric cars at the 13th Chinese Logistics and Transport Exhibition in China. The trucks presented were the T10ZT, an electric dump truck; Q1, an electric tractor truck; and the clean electric car T5A. The article that is linked above details in detail about these trucks.
China is developing a large amount of charging infrastructure to support its growing electric vehicle fleet. Here are some updates from October:
In Kunming City, Yunnan, 4,300 charging piles have been built in 2018. The linked article goes into more detail about the number of stations and the division of stations.
In September, over China, 5,916 public charge spins were installed.
In Tesla charging infrastructure news, Tesla opened its largest charging facility in Asia, Hong Kong. The 50 stall is located at the FTLife Tower and is part of a larger parking garage. Although this is not a Supercharger site. It is a destination charger, so the charge rate is up to 7 kWh. I hope to see more large-scale deployments of both Superchargers, Urban Chargers and Destination Chargers in China / Asia as Tesla ramps up the Gigafactory 3 in Shanghai.
Several provinces in China have released targets to promote new energy vehicles.
Inner Mongolia released a three-year plan to add 100,000 new energetic vehicles.
Jiangsu Province released a plan to have 150,000 new energetic vehicles on its way by 2020.
Anhui Province also released a plan to have 150,000 new energetic vehicles on its way by 2020.
Yunnan Province released a plan to have 50,000 new energetic vehicles on the road at the end of 2018.
These plans are all included in the “Three Years Action Plan to Win the Blue Sky War.”
At the end of October, the latest edition of the Electricity Payments Directory of the Ministry of Industry and Information Technology (MIIT) was published. The Electric Vehicle Subsidy Catalog contains 449 items. Of these, 377 of them are fully battery-powered vehicles, 61 are plug-in hybrid vehicles and 11 are fuel cell vehicles. The article is more an industry announcement, but it is an interesting insight into the size of the market.
Diving deeper in the information on industry and information technology (MIIT), you can find details about which companies provide battery pack for battery-powered vehicles (in rate 313 of road motor vehicles). CATL batteries were in 32 vehicle models, BYD had 17 vehicle models with its battery pack and the Table New Energy and Lishen Power had both 10 models with their batteries.
A third report took an updated look at the batteries for the electric vehicles in the recommended electric car catalog.
Our own sales report for China electric car showed that the BAIC EC Series blown away the electrical competition in October, but BYD had 5 models in the top 11. For the year to October, the EC series is far from the leader but BYD has 3 models in the top 5. Overall, BYD has 20% plug-in market share, BAIC has 15% market share and Roewe is third with 11% market share. Reinforcing vehicles had a 6% market share in the wider Chinese auto market.
Renewable energy is huge in China, with the country the world’s number one for renewable energy plants for several years in a row and far.
Joshua S Hill broke down the report “Global Wind Power Asset Ownership 2018” by Wood Mackenzie Power and Renewables. The report showed that the 15 Chinese wind power owners have about 124 gigawatt (GW) of wind power capacity. The 15 largest owners in America hold 64 GW, the 15 largest owners from the EMEARC region (Europe, Middle East, Africa, Russia and Caspian) account for 44 GW, and the 15 largest owners in the Asia Pacific have 13 GW.
However, not all roses and dandelions are. Joshua S Hill also reported on a new report from Carbon Tracker, Nowhere to Hide: Use satellite images to estimate the use of fossil fuel energy plants . The report used satellite images to estimate the utilization of fossil fuels and increased forecasts based on the development of renewable energy in China. Key findings are that the report estimates that 40 percent of nuclear power plant owners in China have lost money 2018, and by 2040 it can rise to 95 percent. For more interesting details, read the entire article or report.
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