What's the Next Step? Proposed Forecasted Future Changes in the Chinese xEV Battery Market

摘要

What's the Next Step of the Chinese xEV Market Development? What's the Next Step of the Chinese xEV Requests for Batteries? What's the Next Step of the Chinese xEV Battery Makers? 1. Chinese EV sales in 2017: 777,380 units, growth rate= 53.3% , occupied 2.7% of the Chinese automotive sales 2. World xEV shipments in 2017: around 1.42M, 54.7%from China 3. What's next?: 1 -million-shipment target in 2018, retain number of 5 million xEVs at the end of 2020 4. Typical "Planned economy": most of the market development controlled by the government target and policies Compact xEVs may Keep Main Status in Chinese xEV Passenger Cars Before 2020 1. Passenger xEV shipments= 579,604 (YoY=72%: BEVs= 468,081 (YoY=82.1%), PHEVs= 111,523 (YoY=39.4%) 2. A00+A0 small xEVs: 302,681 units, 65% of all BEV passenger xEVs, top 5 BEV sellers are A00 design a. Suitable for metropolitan area commute use and easier licensing, cheaper price (USD$22K~30K before subsidies), renting service and sharing vehicle systems prefer small size, replace part of low-speed electric vehicle demand 3. For larger size or SUV, PHEV design may the only solution before 2020.