China's new energy bus fleet will increase to 83,000 in 2015
A brokerage auto analyst at the investment strategy conference held in Beijing on the 3rd said that the development of new energy vehicles is an important guideline for the government to manage the environment and enhance the competitiveness of the industry, and the new energy bus as a pioneering area of ​​development will be strongly promoted. In 2015, the ratio of new energy buses in China to the total number of buses will reach 13.8%.
As of 2012, the number of buses in China was 440,000, and the number of new energy buses was 11,000, accounting for 2.5%. The above-mentioned sources expect that by 2015, the number of buses will reach 600,000, while the number of new energy buses will increase to 83,000, accounting for 13.8% of the total.
As environmental governance is one of the important policy agendas of the current government, new energy vehicles will become the main competition point of the auto industry in the future. Compared with other models, the new energy bus is currently the most developed technology, so the central government also made it clear that it must first promote the new energy bus sector. The compound growth rate of new energy buses in the next three years can reach 80%.
As the deadline for the phasing-out of yellow-label vehicles is approaching, the renewal of buses in the future will obviously accelerate, so the growth in the sales volume of buses is also the most certain. However, sales orders for new energy buses are subject to large fluctuations in policy. If there is no policy to stimulate the growth of orders, there may be stagnation.
It is reported that a new round of new energy subsidy policies will be introduced soon, and all major new energy auto manufacturers are also looking forward to it. Yutong Bus, Ankai Bus, Foton Motor and other companies believe that the upcoming new energy vehicle subsidy policy will promote the development of new energy vehicle business as a whole.
Southwest Securities analyst Liu Feng said in this regard that the upcoming new energy vehicle subsidy policy will greatly benefit the Anke passenger car's new energy bus business; the new energy market share of 40% of Yutong passengers insiders also said that soon The introduction of subsidy policies may reduce the amount of subsidy for bicycles, but the subsidy models and subsidy areas will be further expanded. Overall, the impact of new energy subsidy adjustments on sales of Yutong New Energy Bus is still positive.
Liu Feng stated that at the beginning of this year, the Ministry of Finance, the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Science and Technology jointly promoted 5000 energy-saving and new energy buses. Yutong buses have obtained a certain quota from them, and the maximum subsidy for bicycles amounts to 420,000 yuan.
The insider of Foton Motor stated that a new round of subsidy policies for new energy vehicles to be introduced in September will help promote the development of the company's new energy vehicles. Today, more than 5,000 Futian new energy vehicles are being demonstrated in Beijing. In addition to the contract for Beijing's 3012 LNG buses that were fully delivered in April of next year, the company is stepping up efforts to obtain orders from other bus companies. The current situation is very optimistic.
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