Overview of the investment and construction progress of vehicle new energy projects in the first half of the year
In the first half of 2020, against the backdrop of severe challenges posed by the new crown epidemic, the auto industry has faced difficulties and actively promoted the resumption of work and production. Especially in the field of new energy vehicles where the industry has high expectations, many new energy vehicle production projects have ushered in breakthroughs.
According to statistics, in the first half of this year, there were new developments in the new energy vehicle production projects of more than ten auto companies. Among them, the new car-making forces represented Xiaopeng Motors’ self-built plant and immediately started large-scale production delivery after obtaining the production qualification. The second phase of Tesla’s Shanghai plant has entered the capping process and is expected to be put into production within the year. BMW Brilliance, FAW Toyota, FAW Hongqi And other traditional auto companies’ new energy vehicle projects have started one after another. The following is the detailed information of the construction progress of each new energy vehicle project for reference.
Xiaopeng Automobile’s Zhaoqing plant starts large-scale production
On May 19, in the 332th batch of “Announcement on Road Motor Vehicle Manufacturers and Products”, the original Guangdong Foday Automobile Co., Ltd. officially changed its name to Zhaoqing Xiaopeng New Energy Investment Co., Ltd., which means that the production qualification of Xiaopeng Automobile’s Zhaoqing factory is finally Approved by the Ministry of Industry and Information Technology. After obtaining the production qualification, the Zhaoqing plant started the mass delivery of the first batch of production models Xiaopeng P7 on June 28, and the plant has simultaneously entered the pace of mass production.
Panorama of Xiaopeng Automobile’s Zhaoqing Factory (Image source: Xiaopeng Automobile)
It is understood that Xiaopeng’s Zhaoqing factory is located in the High-tech Industrial Development Zone of Zhaoqing City, with a planned total area of 3,000 mu, a total investment of 4 billion yuan, and an annual production capacity of 100,000 to 150,000 vehicles. The factory is equipped with stamping, welding, and coating. The five workshops of, final assembly, and battery pack (Pack) have flexible production capabilities for 4 types of vehicles on different platforms, including A-class, B-class, C-class sedans and SUVs, and a total of 264 intelligent industrial robots are installed.
SAIC Volkswagen MEB plant enters the critical stage
On June 11, when SAIC Group launched the 2019 Annual General Meeting of Shareholders of a listed company, SAIC Chairman Chen Hong said: “SAIC Volkswagen’s MEB plant plans to start production in October this year.” At present, the plant project is progressing in an orderly manner and has entered the critical stage before production.
SAIC Volkswagen’s MEB plant is located in Anting, Shanghai. The total construction area of the plant is approximately 610,000 square meters. The total project investment is 17 billion yuan and the planned annual production capacity is 300,000 vehicles. On November 8, 2019, the main construction of SAIC Volkswagen’s MEB plant was completed, becoming the world’s first Volkswagen Group’s world’s first newly built plant for the production of MEB platform models. According to the previously reported new car plan, the first domestic mass-produced ID. model will be Volkswagen’s pure electric SUV-ID.4. The new car is scheduled to be unveiled at the Guangzhou Auto Show at the end of the year.
Tesla’s Shanghai plant second phase capped
In May of this year, some media announced the latest aerial video of the second phase of Tesla’s Shanghai Gigafactory. In the video, the second phase of the factory’s building structure has entered the topping process.
It is understood that the second phase of Tesla’s Shanghai factory will start on January 7, 2020. Although there was a long period of suspension due to the epidemic, the project still started the factory capping process in May. It seems that It indicates that the progress of the second phase of the project is even faster than the first phase. In contrast, the first phase of Tesla’s Shanghai Gigafactory project held a groundbreaking ceremony on January 7, 2019. In May of the same year, it entered the topping stage, and mass production of the model was completed in September. If the second phase of the project is constructed at this speed, it is very likely to be completed ahead of schedule, and Model Y, which was originally planned for mass production in 2021, will also be delivered ahead of schedule.
Baoneng Motors Shenzhen complete vehicle production base starts construction
On May 30, Shenzhen Baoneng Automobile Co., Ltd. held an unveiling ceremony. Baoneng Automobile will build the global headquarters of Baoneng Automobile Group and the Shenzhen Super Factory (Shenzhen Vehicle Base) in Guanlan Street, Longhua District, Shenzhen (the former seat of Changan Peugeot Citroen).
It is understood that Baoneng Automobile will build Baoneng Automobile’s global headquarters, Shenzhen high-end production base and research institute projects on the three plots of the former Changan PSA’s factory, R&D center, and logistics center. The project involves production line transformation and product development. , Engineering construction, etc.
According to Lu Xingze, vice president of Baoneng Automobile, in the next step, Baoneng Automobile will further plan and rationalize its layout, realize software and hardware upgrades through reconstruction, expansion, and new construction, and continue to increase production capacity to achieve 850,000 vehicles and 500,000 engines. The annual production capacity. At the same time, it will introduce the production of new high-end products such as Baoneng Auto’s extended range and Qoros SUV, and strive to achieve the first vehicle roll-off in the fourth quarter of this year.
Geely takes charge of the Changsha plant of Cheetah Automobile
On April 27, Geely Holding Group officially signed a strategic cooperation agreement with the Hunan Provincial People’s Government and the Changsha Municipal People’s Government to host the Changsha plant of Cheetah Automobile under the Changfeng Group, a state-owned enterprise in Hunan Province. After the trusteeship, Geely will carry out technological transformation of the existing production lines of the Cheetah Changsha base, import new energy vehicle products and technologies, authorize the use of Geely brands and trademarks, conduct technology and quality management, and organize production and operation.
The signing of this trusteeship agreement means that Cheetah Motors, which has recently suffered from operating pressure, has entered the stage of resource optimization and reorganization, and the Changsha plant has become Geely’s foundry; for Geely, it indicates that it will further take root in Hunan and expand its existing base Continue to enter the new energy market. At the same time, this merger and reorganization is also considered to be accelerating the gathering of various resources to leading companies under the industry downturn and the impact of the epidemic.
New BMW Brilliance Tiexi plant started
On April 1, 2020, the new plant of BMW Brilliance Tiexi officially opened. According to the plan, the Tiexi new plant project and supporting projects cover an area of 3.2 square kilometers. After it is completed and put into production in 2022, it will realize the co-production of BMW’s pure electric models, plug-in hybrid models and fuel model products, enabling BMW to produce vehicles in China. Production capacity has increased significantly.
After the project is completed, the new BMW Brilliance Tiexi plant, together with the existing Tiexi plant, Dadong plant, powertrain plant and R&D center, will bring a richer product line and a significant increase in production capacity to the Shenyang production base. Flexible response to changes in market demand.
FAW Hongqi New Energy Plant started
On April 15th, FAW Hongqi New Energy Plant project officially started in Changchun. It is reported that the project has a total investment of 7.8 billion yuan and is scheduled to be completed in 2022. It will mainly produce Hongqi brand new energy vehicles and intelligent connected vehicles. The annual production capacity of the vehicle will reach 200,000 vehicles and the output value will be 60 billion yuan.
Image source: FAW Hongqi official website
According to FAW-Hongqi’s next five-year plan, it will continue to launch 21 new models covering the entire family series, of which 18 new energy vehicles will account for 200,000 vehicles in 2020, 400,000 vehicles in 2022, and 60 vehicles in 2025. The annual sales target of 800,000 to 1 million vehicles in 2030. The new energy plant project started this time is an important step in the future of FAW Hongqi.
FAW Toyota New Energy Branch project started
On June 29, the groundbreaking ceremony of FAW Toyota New Energy Branch project was launched in Tianjin Sino-Singapore Eco-city. This move meant that FAW Toyota New Energy officially settled in Tianjin, and it also became a key step for FAW Toyota to transform into electrification.
Public information shows that the construction scale of FAW Toyota New Energy Branch is 342,000 square meters, with a total area of 1.97 million square meters. The first phase covers an area of 970,000 square meters. The planned annual production capacity is 200,000 vehicles. The estimated total investment is nearly 8.5 billion. Yuan, covering the six major process planning of stamping, welding, painting, final assembly, resin painting and battery, as well as logistics planning, corresponding automation, IT, civil engineering and other supporting facilities. According to the plan, the project will be completed and put into production in June 2022.
Geely Benz smart project settled in Xi’an
At the beginning of this year, foreign media reported that the smart brand domestic project jointly operated by Geely and Daimler will be put into production in Xi’an, Shaanxi, with an annual planned production capacity of 150,000 vehicles. As early as the end of 2017, the Geely New Energy Xi’an project has begun construction, and it is planned to be officially completed this year. After subsequent testing, trial production and other engineering inspection phases, the market launch rhythm of the new generation of smart electric vehicles in 2022 Coincide.
Some analysts believe that the smart project is oriented to the world, especially Europe. The reason why Geely chooses to produce smart in Xi’an is that, in addition to its investment in new factories and other conventional operating factors, it is located at the forefront of the “Belt and Road” and has the leading operation of China Europe (Changan) International Freight trains are also important reasons.
According to official information, Mercedes-Benz will be responsible for the design of smart electric products, and Geely will be responsible for engineering development and production. In addition to the original models, smart future product lineup will also be expanded to the rapidly growing compact market segment. From the perspective of Geely’s product technology platform planning in the past two years, it is expected that smart products will be built on the PMA pure electric architecture in the future. The platform has already planned A+/B-class crossovers, A0-class city cars and other pure electric products. The endurance also reaches 450km.
Sunbeam Motors production base breaks ground
On June 20, the beam car plant, a joint venture between Great Wall Motors and BMW Group, began piling construction in Zhangjiagang City, Jiangsu Province, and the overall project progressed smoothly as planned.
As a new joint venture established by Great Wall Motors and BMW Group, Beam Motors has a total investment of 5.1 billion yuan and an annual standard production capacity of 160,000 units. Based on the R&D capabilities and resources of both shareholders, Sunbeam Motors will conduct joint R&D and production of pure electric vehicles, including future MINI pure electric vehicles and new products under Great Wall Motors. In the future, different products will enter their respective sales and service networks by brand.
Summary: Under the influence of the epidemic, the advancement of the above-mentioned new energy vehicle projects has undoubtedly ignited new hope for the next development trend of the new energy vehicle market. According to data from the China Automobile Association, in May 2020, the production and sales of new energy vehicles in May will be 84,000 and 82,000 respectively, an increase of 3.5% and 12.2% from the previous month, and a decrease of 25.8% and 23.5% year-on-year; from January to May, new energy The production and sales of automobiles were 295,000 and 289,000, down 39.7% and 38.7% year-on-year, respectively, and the decline was 5.1 percentage points and 4.7 percentage points smaller than that in the first four months.
In response to the trend of new energy vehicles in the second half of the year, Xu Haidong, deputy chief engineer of the China Automobile Association, said that with the improvement of the epidemic, many governments have issued policies to stimulate automobile consumption, especially the subsidy policy and preferential system for new energy vehicles. The car will gradually return to a stable state. In addition, the Gasgoo Research Institute predicts that the proportion of electrification in the passenger car market will increase to 10% in 2020.