Posted on November 30, 2018
by Tim Dixon
November 30, 2018 from Tim Dixon
Welcome to the next issue of China x Cleantech, the October issue. As always, China produces a steady stream of stories – some of which are covered here CleanTechnica and others slip under the radar. This monthly feature helps you to better inform you about the rapid changes that are taking place in China. China × Cleantech is also published over the "Future Trends" section of our website. Here's the previous report in case you miss it.
Tesla is always a hot topic. News from the California EV start / electric center is constantly running due to its exceptional development and excellent products. It's not different in China, so here are the significant Tesla in Chinese stories from October.
An interesting launcher, hypothetically, Maarten Winkhuisen, thought that Tesla could potentially use his plant in Tilburg, the Netherlands, to avoid large import tariffs created by the US-China trade war. Maybe. Of course, since Tesla is becoming a major global carmaker, it's wise to tailor its offer of taste to local markets – and that's a long-term solution Tesla works – but maybe some minor changes in production plans can help avoid high tariffs before Shanghai Gigafactory's and running.
In the Gigafactory 3 news, Tesla signed an agreement on 1,300 hectares of land in the Shanghai Lingang Industrial Area for Gigafactory 3 on October 17, 2018. The article goes into some details about thinking about Tesla Gigafactory 3, such as the current trade war and government's EW incentives. Gigafactory 3 has an aggressive time period of 2 years after rolling the pitch to start production. What is Tesla if he is not ambitious?
Steve Hanley discussed the reasoning behind Tesla Gigafactory 3 and the aggressive timeline more specifically in an article on the impact of the Tesla trade war on China. In addition, he noted that if Tesla succeeds in reaching its timeframe, it has a huge opportunity both in the size of the market and in the possible margin there.
Chinese media reported on the details of the Gigafactory 3 environmental assessment in Shanghai, primarily a document showing that Tesla plans to produce models 3 and model Y of Gigafactory and aims at a production capacity of 250,000 vehicles a year at the start.
Corporate EV goals and advancements
Journalists reviewed data on "new energy vehicles" to create a progress report on how China's companies are from year to year. Firstly, they gave the context that the Chinese Automobile Association (CAA) announced data on the sales of new energy vehicles in China in September, amounting to 121,200 vehicles, and the cumulative sales from January to September amounted to 721,500 vehicles, an increase of 81%. According to the article, the target of sales of the new vehicle for energy vehicles is 201 million vehicles in 2018 and is completed by September in September, which is likely to be hit by December is always a great month of sale.
BYD in 2018 sales of 200,000 new energy vehicles were directed, and the total sales from January to September was 137,237 vehicles.
Chery in 2018 sales of 100,000 new energy vehicles were directed, and the total sales from January to September amounted to 44,829 vehicles.
SAIC in 2018 sales of 100,000 new energy vehicles were directed, and the total sales from January to September was 75,296 vehicles.
The article related above breaks the numbers for numerous car companies in China, a very interesting reading on the market.
Kyle Field also announced the news that Volkswagen started its first electric car factory in China. The new plant will use a modular electrification manual to produce complete models of electric vehicles across the Volkswagen Group.
The plant should start production in 2020, and after it has been fully built and installed it should have the capacity to produce 300,000 electric vehicles. For more details and discussions, switch to the article by Kyle Floyd.
Lotus, which is owned by the Geely group, sets up an engineering division in Hangzhou and a research and development center in Ningbo. Both objects will be based on Geely objects. The brand is expected to be used to release a new energy car based on Lotus designs in the Chinese market.
Electric pick-up trucks in China
Electric pickup aggregates are becoming major news in the United States, as large cars delay the announcement of something significant, but electric startups have begun to fill space. Many wonder if such startups will disrupt established OEMs.
In China, electric pickup trucks are not a battle of the hearts and minds of consumers, but a battle to electrify another market segment and capture huge fleets of utility companies and construction contractors. Therefore, please welcome two new electric pickup trucks that enter the Chinese market. (Yellow is generally used as the color choice for communal vehicles in China.)
JMC revealed its T500EV. The electric drive includes a 120 kW continuous synchronous motor and has two battery options, a 320 km package and a 335-kilometer pack. It has a standard Chinese capability for fast charging.
I think this is a good addition to the market, but we need to look for more future updates, including price and availability.
Jiangxi Isuzu Motors (JIM) announced details of an electric pickup truck that will be sold for 263,800 yen ($ 37,922), but will be eligible for a subsidy of 60,000-70,000 yen ($ 8,500-10,000). The expected range is 320 km.
This vehicle looks like a logical choice for large state-owned utility companies that have large fleets of pickup trucks and are under pressure to reduce emissions.
China's electric pick-up trucks may not fit American-type pick-up trucks for status barriers, but they fit in the need to work on trucks in China, helping another segment of the car market to electrify.
New electric cars
A number of new electric cars were discovered or updated in October. First, BAIC unveiled the EU7, which will be launched in June 2019. It is shown in the article as a competitor of Model 3. We will see.
Another article introduced 6 batteries of electric and hybrid cars that were on the verge of liberation in China.
Changan Car: CS15 EV400 (长安 CS15 EV400) – An updated version of its current model, the primary change is the improved NEDC range of 351 km. No news about the price.
Changan Automobile-Yidong New Power: XT Pure Electric (逸 动 XT 纯 电动) – Modernization of the existing gas / gasoline model, the options are the same as the gas / gasoline model. We do not have any numbers for the NEDC range or price.
Singulato iS6 (奇 点 iS6) – Singulato motors is the launch of electric vehicles from China and its first product, the iS6, is an electric SUV with 400 km of range and an interior that somewhat resembles Tesla's interiors. It is scheduled to be released by the end of 2018.
For more details on these three EAs and the three hybrid additions, check out the full article.
In September, the Roewe Marvel X was launched, which led to initial reviews in October. The Marvel X is a SUV and comes in two configurations – rear-wheel drive (range = 403 km) and four-wheel drive (range = 370 km). Roewe Marvel X has a lot of style choices directly from Tesla's thesis. The massive center console is the largest, and the name seems very close to model X (probably not coincidental). Overall, I think this is a nice electric SUV.
For more pictures and videos, read this article and this one.
GAC Mitsubishi Zhizhi EV was listed on October 13th. The small electric SUV has a range of 410 km NEDC, and after the subsidy, its price should be 140,000 RMB ($ 20,125).
It has been announced that the electric version of the JAC A60 is scheduled for the end of 2019 and will have 300 km of the range, which is low compared to cars already on the market. For more pictures, read this article.
Electric Logistic Vehicles News
At the end of October, held "Shenzhen, China, 3rd challenge for new energy vehicles (logistic vehicle)" and held "2nd China for new energy logistic vehicles green city matching conference". Many companies competed in this challenge and won awards.
BYD expose its clean electric trucks to the 13th China (Shenzhen) International Logistics and Transport Expo. The trucks were T10ZT, an electric truck for landfill; Q1, electric towing truck; and the truck with a clean electric box T5A. The article related above goes into details of these trucks.
News for charging
China has developed a large amount of charging infrastructure to support the growing fleet of electric vehicles. Here are some updates from October:
In the city of Kunming, in the Yunnan province, in year 2018, 4,300 filling boards were built. The related article goes in more detail on the number of stations and the breakdown of station types.
In September, 5,916 public filling sets were installed across China.
In Tesla, which announces infrastructure information, Tesla opened its largest recovery capacity in Asia, in Hong Kong. The 50 site site is located at the FTLife Tower and is part of a larger parking garage. Although, this is not the place for a supercomputer. It is a charging destination, so charging rates are up to 7 kWh. I hope to see bigger deployments of both supercomputers, urban chargers and chargers for destinations in China / Asia, while Tesla increases Gigafactory 3 in Shanghai.
Chinese provincial EV support
Several provinces in China have announced targets to promote new energy vehicles.
Inner Mongolia has announced a three-year plan to add 100,000 new energy vehicles.
The province of Jiangsu has announced plans to have 150,000 new energy vehicles on the road by 2020.
Anhui Province has also announced plans to have 150,000 new energy vehicles on the road by 2020.
Yunnan Province has announced plans to have 50,000 new energy vehicles on the road by the end of 2018.
These plans are part of the "Three Year Action Plan to Win the Blue Sky Defense War".
Other Chinese Electric Vehicles News
At the end of October, the latest edition of the catalog for subsidies for electric vehicles was announced by the Ministry of Industry and Information Technology (MIIT). The catalog for subsidies for electric vehicles includes 449 entries. Of these records, 377 of them are fully battery electric vehicles, 61 are plugged in hybrid vehicles, and 11 are fuel cell vehicles. The article is more of an industrial information, but it's an interesting insight into the size of the market.
Diving deeper into the information of the Ministry of Industry and Information Technology (MIIT), you can find details on which companies are supplying battery packs for electric vehicle batteries (in the 313 series of road vehicles announced). CATL batteries were equipped in 32 models of vehicles, BYD had 17 models of vehicles with battery packs, and Tafel New Energy and Lishen Power had 10 models with their battery packs.
The third report takes an updated view of the batteries for electric vehicles in the recommended electric vehicle catalog.
Our Chinese report on the sale of electric vehicles in China showed that the BAIC ES series took the electric competition in October, but BYD had 5 models in the first 11 years. For the year to October, the EC series is further away from the leader, but BYD has 3 models at the top 5. Overall, BYD has a market share of 20%, BAIC has a stake of 15% and Roewe is in third place with 11% market share. Bouncing further, the coupled vehicles had a 6% market share on the wider Chinese auto market.
Renewable energy sources
Renewable energy is massive in China, with the country number 1 in the world for installations for renewable energy for several years in a row, and away.
Joshua S. Hill broke the report "Global Powers to Power Wind Power 2018" by Wood McKenzie Power and Renewable Sources. The report showed that the top 15 Chinese wind forces have about 124 gigawatts (GW) of the wind capacity. The top 15 owners in America have 64 GW, and the top 15 EMEARC (Europe, Middle East, Africa, Russia and Caspian) countries make up 44 GW, and the top 15 owners in the Asia-Pacific region have 13 GW.
Renewable energy news
However, not all roses and dandelions are not. Joshua S Hill also announced a new report on Carbon Tracker, Nowhere to hide: Using satellite imagery to assess the utilization of fossil fuel power plants. The report used satellite imagery to assess the utilization of fossil fuel power plants and added projections based on the development of China's renewable energy sources. The key detail is that the report estimates that 40 percent of China's coal owners are losing money in 2018, and by 2040, it could increase to 95 percent. For more interesting details, read the full article or report.
Take a look at our previous one China × Cleantech reports for more information from the red giant. Subscribe to the China X Cleantech newsletter let's not miss a blow.