R***a
发帖数: 2605 | 1 【 以下文字转载自 Chinook 俱乐部 】
发信人: Rilla (千里走单骑寒尽不知年), 信区: Chinook
标 题: 哥晕了，哪位xdjm说说是啥意思
发信站: BBS 未名空间站 (Sun Mar 4 02:14:07 2012, 美东)
A123pulse
Peddling the Thoughts, Opinions and General Musings of the A123 Systems
Brain Trust
Strategy for Capitalizing on China’s New Energy Vehicle Boom
Posted by Andy Chu on Fri, Mar 02, 2012
China is the largest automotive market in the world, surpassing the U.S. in
2009 to claim the top spot. With concerns about growing use of petroleum and
the potential disruption to its economy if supplies became limited, the
Chinese government recognizes the value of electric drive vehicles—called
“new energy vehicles” in China—in achieving greater energy independence.
car sales in China
As such, China’s 12th Five-Year Plan for new energy vehicles has goals to
boost production, rapidly increase EV adoption in model cities and have 1
million EVs on the road by 2015. In line with these goals, the Chinese
government has established a system of policies designed to accelerate the
development and adoption of new energy vehicles. National and local
incentives, for instance, can reduce the cost of an electric vehicle by the
equivalent of roughly $10,000.
With the new energy vehicle segment expected to be one of the fastest-
growing in the Chinese auto industry, this creates an opportunity for
companies that make the advanced battery systems that power these vehicles.
However, in order to be eligible for the incentives, the vehicle must meet
local content requirements. The battery, power electronics and/or electric
motor must be assembled and owned in China. The calculation of local
content is determined by the where the components are made, established by
the Chinese government to provide domestic suppliers with a built-in
advantage over non-Chinese battery makers.
For example, a battery pack that undergoes final assembly in China but uses
cells or modules from another country would have a relatively low level of
local content. In addition, when a company’s products are imported to China
, they are at a cost-disadvantage from the start, which is especially
inauspicious in an already cost-sensitive market like vehicle
electrification.
Therefore, for a U.S. battery manufacturer interested in pursuing the
Chinese automotive market, the best (and perhaps only) way to gain access is
through relationships with strong, local partners.
Shipping and other logistics costs are much lower when materials, cells and
battery packs are locally-produced, particularly for large or heavy
components, which are usually made close to final assembly. In the advanced
lithium ion battery industry in particular, many of the materials and other
components that are used in cell manufacturing are produced in Japan and
Korea, so manufacturing in Asia shortens the supply chain and further
decrease time-to-market.
In southeastern Michigan, the home of the U.S. auto industry, suppliers and
vendors are located in close proximity to the OEMs, facilitating cooperation
and lowering costs. The same is true in China and other countries that are
developing their own ecosystem of automotive suppliers to support their
domestic OEMs.
For example, Shanghai, the largest and most prosperous city in China, has
become a center of the Chinese auto industry. Shanghai Automotive has joint
ventures with GM and Volkswagen, which stand as two of the largest
producers of vehicles in China. When combined with vehicles under its own
Roewe brand, SAIC Motor’s total production of 4 million vehicles makes it
the largest automaker in China. These vehicles include a variety of EVs—
the Roewe 750 hybrid electric vehicle, the Roewe 550 plug-in hybrid, and the
Roewe E50 electric vehicle,. SAIC also produces commercial vehicles
through Shanghai Sunwin Bus Corporation, a Sino-Swedish joint venture
established between SAIC Motor, VIC (Volvo Investment China) and VBC (Volvo
Bus Corp.).
The fast-growing new energy vehicle market in China creates an enticing,
potentially very significant opportunity for U.S. advanced battery suppliers
….but only if they develop creative business strategies, including
developing strong relationships with leading companies in the Chinese auto
industry. The ability of non-Chinese battery makers to capitalize on the new
energy vehicle boom is likely to be a key metric in determine the global
market share leader board, while those that do not have a sound strategy for
entering the Chinese market will likely lose considerable ground. | k********8
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