How to build Chinese version of Bosch and Delphi?

To a certain extent, setting up the entry barrier for electric vehicles and ensuring the healthy development of new energy vehicles will focus on the core components of electric vehicles, forming China’s core competitiveness, and fostering and cultivating China’s Bosch and Delphi. . “If we have three or two of the core component companies that are competitive, we need at least one or two seed players to form a sustainable competitive edge.”

On February 17, Frankfurt, LeTV and Aston Martin signed a memorandum of understanding on the electric vehicle cooperation joint venture. The future joint venture company headquarters will be located in the UK, the first electric vehicle Rapid E, which is expected to be launched by the end of 2018. On the same day, the foundation of the Suzhou Production Base, a wholly-owned subsidiary of Great Wall Huaguan, laid the foundation for its first pure electric super-running “promising K50” mass production.

How to build Chinese version of Bosch and Delphi?

It is undeniable that with the electric vehicle as the fulcrum, the entry of non-traditional automakers into the automotive field is growing, but so far, LeTV, the future, Weilai, Harmony Futeng and “Wanxiang” have not produced electric passenger cars in China. Qualifications. At this moment, the National Development and Reform Commission and the Ministry of Industry and Information Technology jointly promulgated China's "Management Regulations for New Pure Electric Passenger Vehicle Enterprises" and officially started implementation. It has been more than seven months. It is worth noting that on January 15 this year, Wanxiang Group, a well-known domestic spare parts manufacturer, has obtained the production qualification of new energy buses. The National Development and Reform Commission approved Wanxiang Group's annual production of 5,000 new energy bus projects. According to media reports, according to the regulations of the Ministry of Industry and Information Technology, the list of the first batch of qualified enterprises has been announced.

In this regard, the industry insiders close to the National Development and Reform Commission said in an interview on February 17 that the new electric vehicle enterprise declaration is not as hot as rumors. “Currently, only a few reporting companies have entered the evaluation process, and obtaining production licenses is not so fast. It is expected that there will be about 10 companies in the first half of this year.”

Who is the first batch of qualifications?

According to the "Regulations", the investment entities of newly-built enterprises should be registered in China, and have complete R&D experience of pure electric passenger car products from conceptual design, system and structural design to prototype development, testing and stereotypes. At the same time, with professional R & D team and vehicle development capabilities, master the vehicle control system, power battery system, vehicle integration and vehicle lightweight technology and the corresponding test and verification capabilities, self-tested the same type of pure electric The number of passenger car prototypes is not less than 15 vehicles. The prototype vehicles have passed the inspections of the nationally recognized testing institutions and need to meet the specified technical requirements in terms of safety, reliability, power, light weight of the vehicle, and economy.

In fact, the seemingly rigorous approval process does not reduce the enthusiasm of companies to build electric vehicles. "New energy vehicles are considered from the national strategic level. If the production qualifications are freely released, there will be a large number of shoddy cars, which will be meaningless to the society and the country, and consumers will suffer. Although this is a part of the enterprise. Opportunities, but the government departments should consider the national strategy and national interests, and what benefits will be brought to consumers." On the 20th, Wang Binggang, head of the 863 electric vehicle major project expert group of the Ministry of Science and Technology, said in an interview.

So far, the newly-built pure electric passenger car manufacturers mainly include six types of investment entities: existing automobile production enterprises, automobile spare parts manufacturers, automobile R&D and design enterprises, low-speed electric vehicle manufacturers, It enterprises, and other financial strengths. But companies that have no experience in the automotive industry and so on. The Great Wall Huaguan, which specializes in automobile design, officially launched the K50 of the super electric sports car during the 2014 Beijing Auto Show. Lu Qun, chairman of the Great Wall Huaguan, publicly stated that the prospective car is likely to be the first batch of enterprises approved this year. The future car is indeed one of the companies that submitted the application for earlier qualifications.

It is also worthy of attention. In January 2013, Wanxiang Group, China's largest auto parts manufacturer, successfully acquired A123 Systems, the largest new energy battery manufacturer in the US, for US$256.6 million. The company specializes in the development and production of lithium-ion batteries and energy for powering cars. Storage System. In March 2014, Wanxiang acquired the American electric car manufacturer Fisker. In September 2015, Fisco Motors officially announced its name change to KarmaAutomoTIve. Now, this company is still burning money.

However, in the field of passenger cars, from concept design to vehicle manufacturing experience, Wanxiang is almost zero. Moreover, its overseas car-making experience has not yet fully transformed into a domestic experience. “Now the Wanxiang bus project has just been invested, because the bus is labor intensive, the investment is not particularly large, its funds can be maintained, but the investment of passenger cars will be great, and the companies that Wanxiang acquired abroad also In the short-term burning, it is unlikely that it will be put into several battlefields at the same time." Some analysts told reporters.

Also eager for electric vehicles are LeTV, Weilai and the Internet Legion, which is backed by Harmony Auto, Foxconn and Tencent's “Harmonious Futeng”. Most of them adopt a global vehicle path and try to integrate global resources to manufacture Chinese brand electric. The final destination of the car is still in the Chinese market. However, due to the limitations of the threshold, especially for the R&D capabilities, they should not be able to obtain production qualifications very quickly. “The door is open, and the companies that come in are not necessarily able to survive. At the reporting level, the review requirements are very high, especially the research and development experience. The complete R&D experience is the design and drawings, data, Intellectual property is very important," said the industry insiders.

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