How Policies Driven China NEV Market?
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Electric Vehicle Fleet Toolkit
ELECTRICITY Electricity WHAT IS CHARGING? What is a PEV? A plug-in electric vehicle (PEV) is a How many stations are in the San vehicle in which there is an onboard Diego region? battery that is powered by energy Currently there are over 550 public delivered from the electricity grid. There are two types of electric charging stations in the San Diego region. Level 1 Charging vehicles: a battery electric vehicle Level 1 charging uses 120 volts AC. An PEV (BEV) and a plug-in hybrid electric How much does it cost to fuel my can be charged with just a standard wall vehicle (PHEV). BEVs run exclusively vehicle? outlet. on the power from their onboard battery. PHEVs have both an It generally costs less than half as onboard battery and an internal much to drive an electric vehicle as Level 2 Charging combustion engine that is used an internal combustion engine Level 2 charging uses 240 volts AC. This is when the car’s battery is depleted. the same type of voltage as an outlet used for a dryer or washing machine. There are upwards of 12,000 PEVs in 24-month average* the San Diego region (as of Summer Gasoline $3.35 2015). DC Fast Charging Electricity** $1.22 DC fast charging is a very quick level of charging. An PEV can be charged up to 80% Savings $2.13 within 30 minutes of charging. *June 2013-June 2015 **Gasoline gallon equivalent 1 ELECTRICITY What types of vehicles can use electricity? Electric vehicles come in all shapes and sizes. -
A Comprehensive Study of Key Electric Vehicle (EV) Components, Technologies, Challenges, Impacts, and Future Direction of Development
Review A Comprehensive Study of Key Electric Vehicle (EV) Components, Technologies, Challenges, Impacts, and Future Direction of Development Fuad Un-Noor 1, Sanjeevikumar Padmanaban 2,*, Lucian Mihet-Popa 3, Mohammad Nurunnabi Mollah 1 and Eklas Hossain 4,* 1 Department of Electrical and Electronic Engineering, Khulna University of Engineering and Technology, Khulna 9203, Bangladesh; [email protected] (F.U.-N.); [email protected] (M.N.M.) 2 Department of Electrical and Electronics Engineering, University of Johannesburg, Auckland Park 2006, South Africa 3 Faculty of Engineering, Østfold University College, Kobberslagerstredet 5, 1671 Kråkeroy-Fredrikstad, Norway; [email protected] 4 Department of Electrical Engineering & Renewable Energy, Oregon Tech, Klamath Falls, OR 97601, USA * Correspondence: [email protected] (S.P.); [email protected] (E.H.); Tel.: +27-79-219-9845 (S.P.); +1-541-885-1516 (E.H.) Academic Editor: Sergio Saponara Received: 8 May 2017; Accepted: 21 July 2017; Published: 17 August 2017 Abstract: Electric vehicles (EV), including Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-in Hybrid Electric Vehicle (PHEV), Fuel Cell Electric Vehicle (FCEV), are becoming more commonplace in the transportation sector in recent times. As the present trend suggests, this mode of transport is likely to replace internal combustion engine (ICE) vehicles in the near future. Each of the main EV components has a number of technologies that are currently in use or can become prominent in the future. EVs can cause significant impacts on the environment, power system, and other related sectors. The present power system could face huge instabilities with enough EV penetration, but with proper management and coordination, EVs can be turned into a major contributor to the successful implementation of the smart grid concept. -
CHINA FIELD TRIP May 10Th –12Th, 2011
CHINA FIELD TRIP May 10th –12th, 2011 This presentation may contain forward-looking statements. Such forward-looking statements do not constitute forecasts regarding the Company’s results or any other performance indicator, but rather trends or targets, as the case may be. These statements are by their nature subject to risks and uncertainties as described in the Company’s annual report available on its Internet website (www.psa-peugeot-citroen.com). These statements do not reflect future performance of the Company, which may materially differ. The Company does not undertake to provide updates of these statements. More comprehensive information about PSA PEUGEOT CITROËN may be obtained on its Internet website (www.psa-peugeot-citroen.com), under Regulated Information. th th China Field Trip - May 10 –12 , 2011 2 PSA in Asia – Market Forecast, PSA in China: ongoing successes and upsides Frédéric Saint-Geours Executive VP, Finance and Strategic Development Grégoire Olivier, Executive VP, Asia Table of contents Introduction China: the new auto superpower China: a global economic power The world’s largest automotive market The growth story is set to continue PSA in China China: a second home market for PSA 2 complementary JVs Key challenges in China and PSA differentiation factors A sustainable profitable growth Extending the Chinese Success ASEAN strategy Capturing the Indian opportunity th th China Field Trip - May 10 –12 , 2011 4 PSA – a global automotive player (1/2) > 39% of PSA’s 2010 sales are realized outside of Europe, of -
Development & Policy Forecast for Global and Chinese NEV Markets
Development & Policy Forecast for Global and Chinese NEV Markets in 2021 Invited by China EV 100, officials and experts from domestic and foreign government agencies, industry associations, research institutions and businesses attended the 7th China EV 100 Forum in January 15-17, 2021. The summary below captures the observations and insight of the speakers at the forum on the industry trend and policy forecast in the world and China in 2021. Ⅰ. 2021 Global & China Auto Market Trend 1. In 2021, the global auto market may resume growth, and the NEV boom is set to continue. 2020 saw a prevalent downturn of the auto sector in major countries due to the onslaught of COVID-19, yet the sales of NEVs witnessed a spike despite the odds, with much greater penetration in various countries. The monthly penetration of electric vehicles in Germany jumped from 7% to 20% in half a year and is expected to hit 12% in 2020, up 220% year on year; Norway reported an 80% market share of EVs in November, which is projected to exceed 70% for the whole year, topping the global ranking. Multiple consultancy firms foresee a comeback of global sales growth and a continuance of NEV boom in 2021 as coronavirus eases. 2. China's auto market as a whole is expected to remain stable in 2021, 1 with a strong boost in NEV sales. In 2020, China spearheaded global NEV market growth with record sales of 1.367 million units. The Development Research Center of the State Council expects overall auto sales to grow slightly in 2021, which ranges 0-2%. -
Pwc China Automobile Industry M&A Review and Outlook
Epidemic Prevention and Response to COVID-19 in the Automobile Industry Series Issue 2 — PwC China Automobile industry M&A Review and Outlook The epidemic has prompted many practitioners and managers in the industry to re-examine and plan for the medium-and long-term development of auto industry, accelerating industry transformation and upgrade. PwC auto team emphasizes on the following aspect of tax & legal, M&A and telematics system to analyze the related solutions. In this article, we mainly focus on the M&A aspect, hoping to give some inspirational idea to the practitioners in the industry. China’s automobile industry has developed rapidly in the opportunities. Moreover, an increasing number of companies past decade. Benefiting from “bringing in” and “going out” with advanced technology and capital will continue entering policy, both domestic and foreign OEMs have successfully into the market which fuels more M&A activities in the realized high growth through a series of mergers and automobile industry. acquisitions (M&A). Since 2018, the development of China In this article, we will analyze the automobile industry from automobile market has been slowing down, and the “CASE” four aspects: review of China’s auto industry M&A deals, trend has been having impact on OEMs. As new businesses main deal drivers and changes of auto industry, the future models are emerging, it has also led to blurring of M&A trend, and key initiatives in response to market boundaries between industries. Auto companies have been changes. actively using M&A deals to transform the automobile industry. At the beginning of 2020, the coronavirus outbreak severely impacted the supply chain of automobile industry, thus resulted in demands for business restructuring and transformation. -
Evergrande to Enter NEV Market Fast
CHINA DAILY | HONG KONG EDITION Monday, November 18, 2019 MOTORING | 19 profit could fall as much as 43 per cent this year. BJEV, the largest maker of elec Evergrande to tric cars in the world, also forecast a 2019 loss in a grim earnings update. Startups are facing an even more serious situation, jostling enter NEV for attention in an almost over crowded sector and trying to pro duce convincing arguments about future profitability. They raised just $783 million market fast from January to midJune 2019, compared with $6 billion for the Chinese property development company will same period last year, according invest 45 billion yuan in auto sector by 2021 to Reuters, citing data from Pitch Book. For 2018, the total funds raised stood at $7.7 billion. By LI FUSHENG Nio, once hailed as Tesla of Chi [email protected] na, failed last month in its attempt For core technology to get local government funding. Chinese property developer In the first 10 months this year, Evergrande has rolled out grand — and companies the startup that has burned if not grandiose — plans for elec available to be through more than $5 billion in tric vehicles at a time when estab four years delivered less than lished carmakers in the country purchased, we’ll buy 15,000 vehicles. are seeing sales slumps and start them all. For those we By the end of the third quarter, ups are jostling for attention of Nio had cut its workforce to 7,800 investors. couldn’t buy, we’d from 9,900 employees in January, The company will invest a total like to join hands with and its shares have dropped more of 45 billion yuan ($6.4 billion) by than 70 percent this year, accord 2021 in electric vehicles, said its them through ing to Bloomberg. -
Guangzhou Automobile Group
China / Hong Kong Company Guide Guangzhou Automobile Group Version 6 | Bloomberg: 2238 HK Equity | 601238 CH Equity | Reuters: 2238.HK | 601238.SS Refer to important disclosures at the end of this report DBS Group Research . Equity 7 May 2019 Japanese JCEs leading growth H: BUY Last Traded Price (H) ( 7 May 2019):HK$8.14(HSI : 29,363) More clarity on JVs future strategy. Guangzhou Auto (GAC) and its Price Target 12-mth (H):HK$9.60 (17.9% upside) (Prev HK$17.86) Japanese JCE partners have agreed on key priorities to grow the business. The medium-term plans include capacity expansion and new A: HOLD model development (both traditional and new energy vehicles). Last Traded Price (A) ( 7 May 2019):RMB11.61(CSI300 Index : 3,721) Price Target 12-mth (A):RMB11.30 (2.7% downside) (Prev RMB21.71) Another key factor is that both partners have agreed to maintain the current shareholding structure, hence removing uncertainties. The Analyst Rachel MIU+852 36684191 [email protected] Japanese auto brands have gained market share from 15.6% in December 2016 to 19% in February 2019 aided by their product What’s New range, pricing, and proactive business strategy. Despite the tough • More clarity on development of Japanese JCEs, key 1Q19 auto market, GAC’s Japanese JCEs managed to chalk up strong earnings driver in the future volume sales growth and decent profit contributions to the group. • Self-brand going through short-term adjustment and Where we differ? We expect normalisation of Trumpchi sales to have should start to normalise in 2H19 a meaningful impact on earnings, on anticipation of a recovery in • Maintain BUY, TP revised down slightly to HK$9.60 the PV market in 2H19. -
Automotive Industry Weekly Digest
Automotive Industry Weekly Digest 12 Apr – 16 Apr 2021 IHS Markit Automotive Industry Weekly Digest - Apr 2021 WeChat Auto VIP Contents [OEM Highlights] GMC reveals Hummer electric SUV, ahead of early 2023 availability 3 [OEM Highlights] Xiaomi to invest up to USD10 bil. in EV production 6 [Sales Highlights] GM to unveil Envision Plus SUV on 18 April, reports sales growth of 69% y/y in China during Q1 8 [Sales Highlights] BYD posts sales growth of 33% y/y during March 9 [Shanghai Motor Show 2021] MG to unveil Cyberster sports car 11 [Shanghai Motor Show 2021] Xpeng to unveil P5 electric sedan 11 [GSP] Greater China Sales and Production Commentary -2021.03 13 [Supplier Trends and Highlights] HKT uses 5G standalone network with network slicing for trials of C-V2X applications 15 [Supplier Trends and Highlights] Commsignia combines cloud and V2X messaging in 4G, 5G V2N solution 15 Confidential. ©2021 IHS Markit. All rights reserved. 2 IHS Markit Automotive Industry Weekly Digest - Apr 2021 WeChat Auto VIP [OEM Highlights] GMC reveals Hummer electric SUV, ahead of early 2023 availability IHS Markit perspective Implications GMC has revealed the GMC Hummer electric SUV, debuted during a college basketball championship tournament on 3 April. The new EV is due in early 2023 as a 2024 model year product. Outlook Between the October 2020 reveal of the GMC Hummer electric pick-up and the Hummer electric SUV, GM has continued to push forward with announcements relative to investment and plans for an all-electric light-vehicle range by 2035. The GMC Hummer electric SUV and pick-up both are to set expectations on delivery of high levels of capability and performance. -
200218 EV Volumes Monthly Xev Sales Tracker
Global xEV This is a sample version of our ~ 90 page Global xEV Sales Tracker. Sales Tracker The price is 7 500€ / year and includes 12 updates. December and Full Year 2019 Data Center subscribers have 20 % lower price Contact [email protected] for info EVVOLUMES.COM Table of Contents Executive Summary 3 World 6 China 29 USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EVVOLUMES.COM 2.2 million EVs were sold in 2019, growing by only 11% compared to last year and still representing less than 3% of PV sales. USA were down, China stable and Europe significantly up. Countries • China – 1.2 million EVs (5.2% penetration) - up 6% - 80% BEV – BJEV EU-Series = most solD EV • Europe – 565k EVs (3.1% penetration) - up 45% - 64% BEV – Tesla MoDel 3 = most solD EV • U.S.A. – 320k EVs (1.9% penetration) - down 12% - 73% BEV – Tesla MoDel 3 = most solD EV • Germany – 106k EVs (2.9% penetration) - up 60% - 64% BEV – Renault Zoé= most solD EV • Norway – 79k EVs (56% penetration) - up 9% - 76% BEV – Tesla MoDel 3 = most solD EV • UK – 75k EVs (3.2% penetration) – up 24% - 51% BEV – Tesla MoDel 3 = most solD EV • France – 62k EVs (2.8% penetration) - up 35% - 70% BEV – Renault Zoé = most solD EV • Japan – 44k EVs (1% penetration) - down 18% - 53% BEV – Nissan Leaf = most solD EV OEMs • Tesla won the OEM crown once again in front of BYD anD BAIC with more than 360k EVs solD • VW Group is finally serious about EVs and will overtake BMW Group in 2020 to become the 1st European OEM Models • Tesla MoDel 3 won the EV crown once again with more than 300k units solD • More than 50k Tesla MoDel 3 were solD in December while there wasn’t any European EV in Top 10 xEV Sales Tracker December & FY 2019 3 19-02-2020 EVVOLUMES.COM China represented 58% of global BEV market in December while Europe kept its lead on PHEVs with 46% market share and South Korea on FCEVs with 55% market share (300 units). -
Chinese Carmakers Slash Sales Targets
16 | MOTORING Monday, March 23, 2020 HONG KONG EDITION | CHINA DAILY Nio bullish about its Short Torque BYD transforms lines business performance to support masks Many companies in China have transformed their businesses to despite coronavirus cater to the rising demand for masks amid the coronavirus epi- demic, and leading new energy By LI FUSHENG vehicle manufacturer BYD has [email protected] joined them. On Feb 17, BYD pro- duced its first batch of masks. Chinese electric car startup We are pleased to Each of its production lines can Nio is confident about its see encouraging make 50,000 masks a day, and in prospects this year despite the total five million masks and coronavirus outbreak, expecting results to date, and 300,000 bottles of disinfectant its gross profit margin to become expect around 35 can be made on a daily basis, positive in the second quarter. making the company one of the “Based on the current trend, percent expense biggest mask manufacturers in we would hope the daily new reduction compared the world. The company plans to order rate to return to the level of expand its production lines to a last December in April,” said to the prior quarter daily capacity of up to 10 million William Li, founder and chair- even under the masks. The masks will also be man of Nio, on an earnings call pressure of the provided to other countries hit last week. hard by the virus, after meeting He expected production, outbreak.” GAC showcases its Aion LX model in Shenzhen, Guangdong province last July. -
CHINA CORP. 2015 AUTO INDUSTRY on the Wan Li Road
CHINA CORP. 2015 AUTO INDUSTRY On the Wan Li Road Cars – Commercial Vehicles – Electric Vehicles Market Evolution - Regional Overview - Main Chinese Firms DCA Chine-Analyse China’s half-way auto industry CHINA CORP. 2015 Wan Li (ten thousand Li) is the Chinese traditional phrase for is a publication by DCA Chine-Analyse evoking a long way. When considering China’s automotive Tél. : (33) 663 527 781 sector in 2015, one may think that the main part of its Wan Li Email : [email protected] road has been covered. Web : www.chine-analyse.com From a marginal and closed market in 2000, the country has Editor : Jean-François Dufour become the World’s first auto market since 2009, absorbing Contributors : Jeffrey De Lairg, over one quarter of today’s global vehicles output. It is not Du Shangfu only much bigger, but also much more complex and No part of this publication may be sophisticated, with its high-end segment rising fast. reproduced without prior written permission Nevertheless, a closer look reveals China’s auto industry to be of the publisher. © DCA Chine-Analyse only half-way of its long road. Its success today, is mainly that of foreign brands behind joint- ventures. And at the same time, it remains much too fragmented between too many builders. China’s ultimate goal, of having an independant auto industry able to compete on the global market, still has to be reached, through own brands development and restructuring. China’s auto industry is only half-way also because a main technological evolution that may play a decisive role in its future still has to take off. -
Stanphyl Capital Management LLC Stanphyl Capital GP, LLC Stanphyl Capital Partners LP
Stanphyl Capital Management LLC Stanphyl Capital GP, LLC Stanphyl Capital Partners LP Friends and Fellow Investors: For June 2018 the fund was down approximately 13.8% (no that is not a misprint- please see the paragraph below) net of all fees and expenses. By way of comparison, the S&P 500 was up approximately 0.6% while the Russell 2000 was up approximately 0.7%. Year-to-date the fund is down approximately 16.2% while the S&P 500 is up approximately 2.6% and the Russell 2000 is up approximately 7.7%. Since inception on June 1, 2011 the fund is up approximately 67.4% net while the S&P 500 is up approximately 134.7% and the Russell 2000 is up approximately 113.7%. Since inception the fund has compounded at approximately 7.6% net annually vs 12.8% for the S&P 500 and 11.3% for the Russell 2000. (The S&P and Russell performances are based on their “Total Returns” indices which include reinvested dividends.) As always, investors will receive the fund’s exact performance figures from its outside administrator within a week or two; meanwhile I continue to waive the annual management fee until the entire fund regains its high- water mark. The fund was absolutely massacred this month, and it was primarily due to our large short position in Tesla, to which I added on each new piece of negative news, much of which was indicative of the kind of outright fraud (see below) that would immediately send a “normal stock” into a death spiral, and yet for most of the month Tesla’s stock kept levitating.