Beware of the "virtual fire" in the new energy automotive industry

For a time, China's new energy auto market is a match-up. From 2008 to now, China has at least 55 companies entering the ranks of electric vehicles. Apart from the traditional automobile manufacturers, battery manufacturers and auto parts manufacturers all rely on their respective domain curves to enter new energy sources. Automotive industry. When various manufacturers have launched their own electric vehicles, the reporter also noted that domestic manufacturers have not formed a unified understanding of the technical development path of electric vehicles. There are lead-acid batteries, lithium iron phosphate batteries, and nano-carbon fibers used in battery technology. There are many technologies such as batteries, and there are no uniform standards for motors, electronic control technologies, and charging. There are no answers to questions about whether electric vehicles are moving toward ordinary cars or low-end transportation tools. For consumers, what kind of battery technology is qualified and trustworthy, and what type and performance electric vehicle can consumers accept? In the face of surging waves of new energy vehicles, companies that hold various technologies and standards still need to be tested in the market.

"China's 25 cities, 55 companies are committed to the development of electric vehicles."

At the “High-carbon Technology and New Energy Summit” of the Hi-tech Fair, Wang Jiangan, chairman of Anhui Ankai Automobile Co., disclosed that since the 2008 Beijing Olympic Games, the development of new energy vehicles in China has been put to a very important height. Supportive policies are intensively introduced. Many cities and enterprises have done a lot of work for the development of new energy vehicles. At present, there are 25 cities in China that demonstrate the promotion of new energy vehicles, and about 55 companies develop electric vehicles or launch electric vehicle development plans.

Only at the High Energy Fair's new energy and energy conservation and environmental protection exhibition, the audience can see electric vehicles including BYD, Wuzhoulong, Luzhou Zhouzhou, Zhongxing, Ankai, etc., which are traced back to the world held in Shenzhen last year. In the electric car assembly, due to its professionalism, more Chinese electric car manufacturers are participating in the exhibition. For a time, it seems that the new energy automobile industry in China is thriving.

According to the estimation of Niu Xixian, chairman of Shenzhen Zhongxing Automobile Co., Ltd., there are currently more than 150 domestic manufacturers of electric vehicles.

From a technical point of view, the electric drive technology is not a problem. The electric motor has existed for a long time. The main bottleneck for electric vehicles for a long time has been in the field of batteries. With the development of battery technology and the fact that China has become a major producer of batteries, the heat of new energy vehicles in recent years has allowed Chinese companies to quickly enter this field.

Wang Jiangan said that from a worldwide perspective, China's production of new energy vehicles is the most complete type, unlike Japan's emphasis on the development of hybrid vehicles, the Chinese government emphasizes battery-powered electric vehicles, considering hybrid vehicles have been dominated by Japan, China has focused Pure electric vehicles will help promote its development in the global automotive industry.

A variety of technical routes Parallel to China's entry into the new energy automotive industry, the manufacturers of cars are not mainstream. Take BYD, China's first pure-electric vehicle manufacturer for private sales. BYD used to be a battery manufacturer. With its accumulation of advantages in battery R&D, production, and manufacturing, it turned into the electric vehicle field. Has pushed to market the first plug-in dual-mode hybrid vehicles and pure electric vehicles. The predecessor of Wuzhou Long, also from Shenzhen, is to make auto parts. At present, many companies in Shenzhen that have entered the research and development of electric vehicles have previously been mostly battery manufacturers.

If these companies enter the field of electric vehicles, they still rely on their own technological advantages. Many companies enter the industry through “new energy fever”. The reporter had previously encountered Shenzhen, where he made flavors and made trades. An entrepreneur quickly entered the field of new energy batteries, even under the premise of the owner's business card has not been printed on the premise and hastily signed a cooperative development agreement with the enterprise to enter the electric vehicle industry.

“This is just like the hot money rushed into the LED industry.” An industry senior entrepreneur said, “Everyone wants the Nuggets, but when they come in, they will find that there is no technical accumulation, and now the battery industry is in short supply. Will be overcapacity, after which many manufacturers have to die."

The mixed business is one aspect. On the other hand, even in the electric vehicle industry, there are no conclusions about the core issues of the development of electric vehicles.

This reporter learned that the current electric vehicle companies in the power battery technology choice is not uniform, which kind of battery is most suitable for the current use of electric vehicles in the power battery is still no industry consensus. On the one hand, electric vehicle manufacturers often vilify each other's battery technology. On the other hand, the battery technology of various companies can only go to the market for approval, and for consumers, the performance of various batteries, safety and security It is impossible to judge such things.

Take the example of the lithium iron phosphate battery used in the industry at present, because its energy density is not as good as gasoline, that is, the same weight of the battery can not provide the cruising range that can be achieved by the smaller volume of gasoline, plus the battery production has not yet reached the scale Benefits and costs remain high. At this stage, consumers have to face the price is not cheap while the battery life is not as good as traditional cars. In this context, on the one hand, companies advocate the use of lower-cost lead-acid batteries, but they can only produce low-end electric vehicles for low-speed transportation. On the other hand, some companies tend to use newer generations of battery technologies, but often Millions to millions of electric cars have been criticized as too advanced in the industry. Currently, BYD's listed e6 pioneer electric vehicle sells for 370,000 yuan (after Shenzhen purchases a subsidy of 250,000 yuan). It can be run in the middle of the market acceptance of price and cruising mileage.

In terms of positioning, the goal of electric vehicles is to use low-speed transportation vehicles in towns and towns, or to achieve new energy vehicle products that can replace fuel vehicles. Even higher-end vehicles do not have industry consensus.

Scattered and chaotic situation needs to be resolved Wang Jiangan said that in the past five years, most countries in the world are supporting the development of new energy vehicles. The EU’s policy of giving priority to the development of electric vehicles has enabled the EU’s electric vehicle sales to achieve 5,222 units in the first half of this year, which is 10 times that of last year. South Korea also supports research and development and provides tax incentives. Although the Chinese government has begun to subsidize electric car buyers, compared with foreign countries, subsidies, market awareness, etc. are not as good as BYD's e6 pure electric car was first listed in North America after only six months before choosing to go public in China.

“The country has no clear unified standard for complete vehicles and related components of new energy vehicles. If the requirements for battery specifications are not clear, the standards for charging stations are not uniform, and the standards for the vehicle's safety standards are not perfect, which will lag behind,” Wang Jiangan said. In addition, new energy subsidies are still lagging behind, coupled with the high cost of electric vehicles as a whole is difficult to promote. Wang Jiangan suggested that the national development plan for new energy vehicles be introduced as soon as possible to clarify the development direction of China's new energy vehicles and increase the promotion of new energy vehicles.

For a variety of technical routes in the industry, in the manufacturers generally say that all the good to boast, only the market test can try out the gold content of the manufacturers, only the market can give what kind of electric vehicles most meet the consumer's answer.

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