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D2.1 Mapping of the Current Status of Dynamics of Value Chain of European Transport Manufacturing Industry
Ref. Ares(2018)476363 - 26/01/2018 D2.1 Mapping of the current status of dynamics of value chain of European transport manufacturing industry Arrasate, 26/01/2016 Editor: Gerardo Pagalday [email protected] Authors: All parners Date: 26/01/2018 1 Document change record Version Date Status Author Description 0.1 24/03/2017 Draft Konstantin Konrad Draft document structure 0.2 18/12/2017 Draft Gerardo Pagalday Deliverable version 2 26/01/2018 Deliverable Gerardo Pagalday Deliverable final version Consortium No Participant organisation name Short Name Country 1 VDI/VDE Innovation + Technik GmbH VDI/VDE-IT DE 2 Railenium Railenium FR 3 Cranfield University CU UK 4 Maritime University of Szczecin MUS PL 5 Transportøkonomisk Institutt ( TOI) TOI NO 6 Institute of Shipping Economics and Logistics ISL DE 7 IK4 Research Alliance IK4 ES 8 Intl. Association of Public Transport Operators UITP BE 2 Table of contents 1 Introduction ......................................................................................................................... 23 1.1 Project background ..................................................................................................... 23 1.2 Objectives ................................................................................................................... 24 1.3 Focus Areas for D2.1 Mapping of the current status of dynamics of value chain of European transport manufacturing industry ............................................................... 24 2 Automotive ......................................................................................................................... -
ELECTRIC VEHICLES: Ready(Ing) for Adoption
ELECTRIC VEHICLES Ready(ing) for Adoption Citi GPS: Global Perspectives & Solutions June 2018 Citi is one of the world’s largest financial institutions, operating in all major established and emerging markets. Across these world markets, our employees conduct an ongoing multi-disciplinary conversation – accessing information, analyzing data, developing insights, and formulating advice. As our premier thought leadership product, Citi GPS is designed to help our readers navigate the global economy’s most demanding challenges and to anticipate future themes and trends in a fast-changing and interconnected world. Citi GPS accesses the best elements of our global conversation and harvests the thought leadership of a wide range of senior professionals across our firm. This is not a research report and does not constitute advice on investments or a solicitations to buy or sell any financial instruments. For more information on Citi GPS, please visit our website at www.citi.com/citigps. Citi GPS: Global Perspectives & Solutions June 2018 Raghav Gupta-Chaudhary is currently the European Autos Analyst. He has been an Analyst for seven years and joined Citi's London office in July 2016 to cover European Auto Parts. Raghav previously worked at Nomura from 2011 to 2016, where he started off on the Food Retail team and later transitioned to cover the Automotive sector. He has an honours degree in Mathematics with Management Studies from UCL and is a qualified chartered accountant. +44-20-7986-2358 | [email protected] Gabriel M Adler is a Senior Associate in the Citi Research European Autos team. He is currently based in the London office and started with Citi in October 2017. -
2019 Annual Report.Pdf
HEV TCP Buchcover2019_EINZELN_zw.indd 1 15.04.19 11:45 International Energy Agency Technology Collaboration Programme on Hybrid and Electric Vehicles (HEV TCP) Hybrid and Electric Vehicles The Electric Drive Hauls May 2019 www.ieahev.org Implementing Agreement for Co-operation on Hybrid and Electric Vehicle Technologies and Programmes (HEV TCP) is an international membership group formed to produce and disseminate balanced, objective information about advanced electric, hybrid, and fuel cell vehicles. It enables member countries to discuss their respective needs, share key information, and learn from an ever-growing pool of experience from the development and deployment of hybrid and electric vehicles. The TCP on Hybrid and Electric Vehicles (HEV TCP) is organised under the auspices of the International Energy Agency (IEA) but is functionally and legally autonomous. Views, findings and publications of the HEV TCP do not necessarily represent the views or policies of the IEA Secretariat or its individual member countries. Cover Photo: Scania’s El Camino truck developed for trials on three e-highway demonstration sites on public roads in Germany. The truck is equipped with pantograph power collectors, developed by Siemens and constructed to use e-highway infrastructure with electric power supplied from overhead lines. (Image Courtesy: Scania) The Electric Drive Hauls Cover Designer: Anita Theel ii International Energy Agency Technology Collaboration Programme on Hybrid and Electric Vehicles (HEV TCP) Annual Report Prepared by the Executive -
Electrifying the World's Largest New Car Market; Reinstate At
August 31, 2016 ACTION Buy BYD Co. (1211.HK) Return Potential: 15% Equity Research Electrifying the world’s largest new car market; reinstate at Buy Source of opportunity Investment Profile Electrification is set to reshape China’s auto market and we expect BYD to Low High lead this trend given its strong product portfolio, vertically integrated model Growth Growth and high OPM vs. peers. A comparative analysis with Tesla shows many Returns * Returns * strategic similarities but BYD’s new energy vehicle business trades at a sizable Multiple Multiple discount, which we see as unjustified given its large cost savings, capacity Volatility Volatility utilization, and front-loaded investment. China’s new energy vehicle market is Percentile 20th 40th 60th 80th 100th poised to deliver c.30% CAGR (vs. 4% for traditional cars) over the next decade. BYD Co. (1211.HK) We have removed the RS designation from BYD. It is on the Buy List with a Asia Pacific Autos & Autoparts Peer Group Average * Returns = Return on Capital For a complete description of the investment 12-m TP of HK$61.93, implying 15% upside. Our scenario analysis, flexing profile measures please refer to the disclosure section of this document. sales volume and margin assumptions, implies a further 30% valuation upside. Catalyst Key data Current Price (HK$) 54.00 1) More cities in China are likely to announce local preferential policies in 12 month price target (HK$) 61.93 Market cap (HK$ mn / US$ mn) 110,705.4 / 14,270.1 the new energy vehicle (NEV) segment once the result of the subsidy fraud Foreign ownership (%) -- probe is announced. -
A Viga Tin G Outh Ore A
November 28, 2019 Electrical Components KR EV Battery 2020: Momentum to rebuild OREA K ■ We expect Korean battery makers to benefit from competition for new EVs (between global OEMs and Tesla) and the strong EU EV market. ■ Korean EV battery makers should turn profitable in FY20-21F on the back of ~ 60% yoy EV battery sales growth in FY20-21F and margin expansion. OUTH ■ We also highlight Korean cathode and elecfoil producers on strong capacity expansion, with greater demand for key materials from Korean cell makers. S AVIGATING AVIGATING N Analyst(s) John PK PARK T (82) 2 6730 6125 E [email protected] IMPORTANT DISCLOSURES, INCLUDING ANY REQUIRED RESEARCH CERTIFICATIONS, ARE PROVIDED AT THE Powered by END OF THIS REPORT. IF THIS REPORT IS DISTRIBUTED IN THE UNITED STATES IT IS DISTRIBUTED BY CGS-CIMB the EFA SECURITIES (USA), INC. AND IS CONSIDERED THIRD-PARTY AFFILIATED RESEARCH. Platform Navigating South Korea Industrial Goods and Services │ Electrical Components │ November 28, 2019 TABLE OF CONTENTS Key Charts .................................................................................................................................... 4 Questions on battery industry (EV/ESS) ................................................................................... 6 Korean EV battery makers at overcapacity? ........................................................................... 6 EV/ESS battery could turn profitable in 2020? ........................................................................ 8 ESS battery fires: can -
Research on Carbon Emissions of Electric Vehicles Throughout the Life Cycle Assessment Taking Into Vehicle Weight and Grid Mix Composition
energies Article Research on Carbon Emissions of Electric Vehicles throughout the Life Cycle Assessment Taking into Vehicle Weight and Grid Mix Composition Yanmei Li, Ningning Ha * and Tingting Li Department of Economics and Management, North China Electric Power University, Baoding 071000, China; [email protected] (Y.L.); [email protected] (T.L.) * Correspondence: [email protected]; Tel.: +86-10-752-5125 Received: 15 August 2019; Accepted: 18 September 2019; Published: 21 September 2019 Abstract: To study the impact of the promotion of electric vehicles on carbon emissions in China, the full life carbon emissions of electric vehicles are studied on the basis of considering such factors as vehicle weight and grid mix composition, and fuel vehicles are added for comparison. In this paper, we collect data for 34 domestic electric vehicles, and linear regression analysis is used to model the relationship between vehicle weight and energy consumption. Then, a Hybrid Life Cycle Assessment method is used to establish the life cycle carbon emission calculation model for electric vehicles and fuel vehicles. Finally, the life cycle carbon emissions of electric vehicles and fuel vehicles under different electrical energy structures are discussed using scenario analysis. The results show that under the current grid mix composition in China, the carbon emissions of electric vehicles of the same vehicle weight class are 24% to 31% higher than that of fuel vehicles. As the proportion of clean energy in the grid mix composition increases, the advantages of electric vehicles to reduce carbon emissions will gradually emerge. Keywords: vehicle weight; grid mix composition; electric vehicle; life cycle assessment; carbon emissions 1. -
Veículos Automotores
ESTADO DE GOIÁS SECRETARIA DE ESTADO DA ECONOMIA DE GOIÁS INSTRUÇÃO NORMATIVA Nº 184/20-SRE ANEXO II BASE DE CÁLCULO DO IPVA EXERCÍCIO DE 2021 - Valores em R$ sem centavos VEÍCULOS AUTOMOTORES Cod Descrição Comb 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 Denatran 1 IMP/BPS D 1.745 1.588 1.459 1.374 1.308 1.207 1 IMP/BPS G 2.824 2.445 2.343 2.024 1.836 1.696 1.588 1.459 1.400 1.288 1.211 1.100 991 2IMP/CZEPEL D 12.60111.642 2IMP/CZEPEL G 15.28512.601 10.440 8.929 4IMP/NEGRINI D 2.7482.637 4IMP/NEGRINI G 2.904 2.637 2.500 2.312 5 IMP/TRIUMPH THUNDERB. 900 G 35.052 31.971 27.068 25.546 5 IMP/TRIUMPH THUNDERB. 900 D 29.476 25.810 9 IMP/HONDA SCOOTER HE LIX G 16.552 13.586 10 IMP/KAWASAKI KDX 200 G 25.998 21.359 19.620 18.453 16.562 11IMP/SUZUKI VS 800 GL D 21.445 12IMP/SUZUKI K-100 G 4.482 12 IMP/SUZUKI K-100 D 7.937 20H/HONDA CB125 S G 4.249 4.045 3.630 20H/HONDA CB125 S D 4.255 3.907 200 AGRALE/CICLOMOTOR G 4.894 201 AGRALE/DAKAR 30.0 G 16.921 13.737 13.696 10.704 8.228 401I/MONIKA L5-650 SPG 3 G 1.796 404 I/SUNRA HAWK G 9.374 423I/BMW G 650 XCHALLENGE G 16.488 424I/LONGJIA LJ125T A B88 G 1.944 425 I/LONGJIA BEE MONACO G 7.668 6.710 6.146 3.246 999 AME/CHOPPER D 9.190 8.808 8.629 8.378 999AME/CHOPPER G 6.516 6.404 5.864 1001 I/ARIEL D 29.916 23.714 13.874 9.924 6.830 6.151 1001I/ARIEL G 40.476 1002 I/HONDA CB 350 D 17.658 14.154 12.053 11.342 9.472 1007I/VYRUS 987 C3 4V G 47.606 1008I/CPI MOTOR CO ARAGON JR G 1.251 1106 I/LAMBRETA V200 SPECIAL G 20.500 19.808 1404BP/TORK 3 D 4.384 1404BP/TORK 3 G 4.761 1502BP/TRICICLO -
Factsheet: Battery Electric Mobility in China
Factsheet: Battery electric mobility in China Status: October 2020 O Chinese development strategy for electric mobility V Generating around half of global sales of electric vehicles, China is by far the largest electric mobility market in the E world. Alongside worldwide technological leadership, it was the goal of the country’s government to put at least 5 R million so-called NEVs (New Energy Vehicles) on China’s roads by the end of 2020. The Chinese government denes V NEVs to include rstly, purely battery-electric vehicles (BEVs – Battery Electric Vehicles) and plug-in hybrids (PHEVs – Plug-in Hybrid Vehicles), and secondly, fuel cell vehicles or particularly efcient vehicles without electric I drives. This factsheet concentrates on BEVs and PHEVs as well as the associated charging infrastructure1 and E provides an overview of the measures taken so far in the areas of market activation, funding support and stock of W both vehicles and charging columns. Market activation phase for BEVs and PHEVs up to 2020 Deploying massive political and nancial commitment, the Chinese government advanced the rollout of NEVs and charging infrastructure in all market segments over the past ten years in order to achieve long-term climate, energy and industrial policy goals in the transport sector. The 13th ve-year plan, the Technology Roadmap of MIIT (Ministry of Industry and Information Technology) and the NEV development plan provide the policy framework for the market rollout phase. Strategies of the Chinese government for the market rollout of electric -
ELECTRIC CARS an OVERVIEW of the ELECTRIC CAR INDUSTRY and ASSOCIATED TECHNOLOGY Table of Contents
ELECTRIC CARS AN OVERVIEW OF THE ELECTRIC CAR INDUSTRY AND ASSOCIATED TECHNOLOGY Table of contents Technology: The road to greater range and faster charging Adoption: The drivers behind demand ▪ Batteries ▪ Sales growth ▪ Range ▪ Penetration rate ▪ Charging infrastructure ▪ Sales potential Investment: The ideas leading to innovation Revenue: The segments and regions of growth ▪ Auto industry R&D ▪ Market growth ▪ EV investments ▪ Electric vehicle market size ▪ Patents ▪ EV battery market size Production: The leading regions, companies, and models Sustainability: The issues that need to be tackled ▪ Assembly ▪ Transportation-related emissions ▪ Manufacturers ▪ Renewable sources in power generation ▪ Models ▪ Materials used in batteries 2 Executive Summary The history of motor vehicle manufacturing can be compared to a long and winding road which began in the second half of the 19th century. Although the early 20th century saw the electric car accounting for about one third of road vehicles in operation in the United States and Europe, this type of vehicle quickly became marginalized by diesel and gasoline-powered automobiles, including Ford’s Model T. The so-called Tin Lizzy was built at such an exceptionally low cost that it became hard for electric vehicles (EVs) to compete. The superior driving range of the internal combustion engine (ICE) used in gasoline and diesel-powered cars, coupled with a growing number of gas stations which made refueling quick and easy, added further to the decline in the electric car’s popularity. However, the love for diesel and gasoline-powered vehicles among customers in Europe and North America still took some unexpected turns between 1973 and 2011. -
ELECTRIC VEHICLES: Ready(Ing) for Adoption
ELECTRIC VEHICLES Ready(ing) for Adoption Citi GPS: Global Perspectives & Solutions June 2018 Citi is one of the world’s largest financial institutions, operating in all major established and emerging markets. Across these world markets, our employees conduct an ongoing multi-disciplinary conversation – accessing information, analyzing data, developing insights, and formulating advice. As our premier thought leadership product, Citi GPS is designed to help our readers navigate the global economy’s most demanding challenges and to anticipate future themes and trends in a fast-changing and interconnected world. Citi GPS accesses the best elements of our global conversation and harvests the thought leadership of a wide range of senior professionals across our firm. This is not a research report and does not constitute advice on investments or a solicitations to buy or sell any financial instruments. For more information on Citi GPS, please visit our website at www.citi.com/citigps. Citi GPS: Global Perspectives & Solutions June 2018 Raghav Gupta-Chaudhary is currently the European Autos Analyst. He has been an Analyst for seven years and joined Citi's London office in July 2016 to cover European Auto Parts. Raghav previously worked at Nomura from 2011 to 2016, where he started off on the Food Retail team and later transitioned to cover the Automotive sector. He has an honours degree in Mathematics with Management Studies from UCL and is a qualified chartered accountant. +44-20-7986-2358 | [email protected] Gabriel M Adler is a Senior Associate in the Citi Research European Autos team. He is currently based in the London office and started with Citi in October 2017. -
The Rise of Shenzhen and BYD--How a Chinese Corporate Pioneer Is Leading Greener and More Sustainable Urban Transportation and Development
Trinity College Trinity College Digital Repository Faculty Scholarship 2-2016 The Rise of Shenzhen and BYD--How a Chinese Corporate Pioneer is Leading Greener and More Sustainable Urban Transportation and Development Taylor Lynch Ogan Trinity College, Hartford Connecticut, [email protected] Xiangming Chen Trinity College, [email protected] Follow this and additional works at: https://digitalrepository.trincoll.edu/facpub China The Rise of Shenzhen and BYD – How a Chinese Corporate Pioneer is Leading Greener and More Sustainable Urban Transportation and Development BY TAYLOR LYNCH OGAN AND XIANGMING CHEN While the world is focusing on if the Chinese problems? What can we learn from its success government can be a trusted and reliable that has a positive impact on sustainable cities? leader in dealing with global climate change, Understanding how BYD has done it, in relation a Chinese company – BYD – has been to its home city of Shenzhen in southern China, leading the industrial and technological can teach us two important lessons. One is the frontier of green energy transportation and critical importance of a bold corporate vision Taylor Lynch Ogan contributing to more sustainable urban and its persistent execution. The other is how Currently a sophomore development in China. the pioneering role of a home-grown company, at Trinity College, Connecticut, majoring in nurtured by its local government, can improve Urban Studies hina has been a dominant factor in the its urban environment and set it up as a model global response to climate change as the for other cities. world’s largest emitter of CO . China got C 2 central attention and much praise at the 2015 The Urbanisation-Pollution Nexus United Nations Climate Change Conference Over the past three decades, China has held in Paris after President Xi Jinping had experienced the most rapid urban expansion in pledged to cap its rapidly growing carbon emis- human history. -
October 10, 2006
Hong Kong Equity | Automobile Company in-depth BYD Company 比亞迪股份 (1211 HK) ACCUMULATE Three engines to drive growth Share Price Target Price BYD enters into the new product cycle in 2018, the new generation NEVs with HK$47.2 HK$54.2 “DragonFace” design are well-accepted by car buyers and achieved significant growth after launch. BYD will continue enhancing its competitiveness with upgrading its NEVs with long driving range and high battery density. In addition China / Automobile / Auto Maker to the new Skyrail projects going into operation and the external sales of EV batteries to begin in 2019, we believe BYD will enter into upward cycle. Initiate 7 January 2019 Accumulate with TP of HK$54.2 and a 15% upside from here. New generation of NEPVs drive automobile segment growth: BYD entered into a new Alison Ho (SFC CE:BHL697) product cycle in 2018 and more than 10 NEPV models have been launched last year. (852) 3519 1291 Among them, Yuen EV, Tang DM and Qin Pro with the “Dragon Face” design recorded [email protected] significant sales volume growth, which also ranked top 20 of best-selling NEVs in China. Given the new appearance and the improvement of driving range, we believe BYD’s NEPV are highly competitive and we expect its NEPVs sales to continue to trend up and Latest Key Data it is likely to offset the revenue loss from the subsidies cut. Total shares outstanding (mn) 2,728 The reduction of NEV subsidies to drag down EV buses’ GPM: The subsidies of EV Market capitalization (HK$mn) 128,768 buses have cut by 40% in 2018, we expect the subsidies will continue to reduce in 2019.