月初，石家庄市人民政府与奇瑞控股有限公司签订了新能源汽车生产基地项目框架协议，栾城区人民政府与奇瑞新能源汽车技术有限公司签订新能源汽车项目投资合作协议。据了解，奇瑞在石家庄的新能源汽车生产基地项目计划总投资30亿元，未来将投产小型电动车。众所周知，河北、河南、山东、江苏等地是我国低速电动车的产销大省。据不完全统计，这四省的低速电动车企业林林总总多达上百家，年销量达上百万辆。在低速电动车“根据地”投资建厂的企业其实并非奇瑞新能源一家。早在2015年底，北汽新能源就与德州市和当地一家低速电动车企业合资建厂。北汽新能源在当地有望打造全球最大的小型电动汽车生产基地。今年1月18日，北汽新能源有着“国民车”定位的EC180上市。在EC180上市之后的两个月，据《德州日报》报道，德州市在2月到4月间开展了四轮低速电动车专项整治工作，规范整治全市范围内所有四轮低速电动车生产、销售企业和消费者。据奇瑞新能源高层透露，目前最新上市的奇瑞小蚂蚁eQ1已经供不应求，扩大产能成为势在必行的举措。奇瑞最新的新能源产品eQ1采用的LFS平台是一款可扩展纯电动汽车平台，eQ1是该平台当中计划推出尺寸最小的一款车型，未来该平台的产品将包含多款轿车甚至是SUV，长度最大能够扩展到4600mm，轴距最大可以扩展至2700mm，电池也可根据平台大小的不同进行相应扩展。可见，奇瑞新能源在河北的布局不单单瞄准小型车，未来的艾瑞泽5ev、瑞虎3xe等也有可能落户石家庄。自从国家对新能源汽车补贴退坡后，各大汽车企业将注意力集中指向小型电动车。这部分市场未来将成为新的增长点。
Will Chery’s RMB 3b investment break a world for small-size electric vehicles?
Shijiazhuang Municipal government signed a framework agreement on the alternative energy vehicles’ production base project with Chery at the beginning of May. It’s learned that Chery’s total investment on alternative energy vehicles’ production base in Shijiazhuang would reach RMB 3b for the production of smalls-size electric vehicles.
It’s learned that Hebei, Henan, Shandong and Jiangsu are major provinces for producing and selling low-speed electric vehicles. According to statistical data, about several hundred low-speed electric vehicle companies are gathering in the four provinces with total annual sales volume reaching 1m units.
But Chery New Energy is not the only one investor. Just at the end of 2015, BAIC BJEV co-established a factory with a local electric vehicle company. It’s expected that BAIC BJEV would forge the globally largest small-size electric vehicle production base. On January 18th, BAIC BJEV launched the EC180. Just two months after EC180’s launch, Dezhou City conducted rectification on four-wheel low-speed electric vehicles in February to April.
According to Chery, the newly launched Chery eQ1 is out of supply. It’s imperative that the capacity would be expanded. It’s learned that the newly alternative energy vehicle eQ1 uses LFS platform, which would produce many cars even SUV products in the future with the maximum length of 4,600mm and wheelbase of 2,700mm. It’s concluded that apart from small-size vehicles, Arrizo 5ev and Tiggo 3xe would also be produced in Shijiazhuang.
All major auto companies are turning their eyes to small-size electric vehicles since the subsidy on alternative energy vehicles is reduced. The market will be a new growing point in the future.