The external size limitation of the four-wheel low-speed electric vehicle is a controversial part of the previous standard-setting process. The standard group's recommendation for external dimensions is that the total length of the four-wheel low-speed electric vehicle should be less than 3500 mm and the width should be less than 1500 mm. This article refers to the address: http:// The Standards Group released the results of a survey of the external dimensions of low-speed electric vehicles, citing the following: 1) The number of enterprises with a length of less than 3500mm is 33, 83 models, and the output is 455,461, accounting for 76.1% of the total output. 2) Of the 19 models with a cumulative output of over 10,000, 14 models are no more than 3,500 mm in length and 339,881 units, accounting for 75.9% of the total output of 19 models. 3) Of the 19 models with a cumulative output of over 10,000 vehicles, 13 models have a width of less than or equal to 1500 mm and a production capacity of 336,601 units, accounting for 75.2% of the total output of 19 models. Judging the rationality of the survey results, it is not easy to draw conclusions because the survey did not specify which 19 models were selected. We will sort out the representative manufacturers and representative models of the low-speed electric vehicle industry, and analyze which companies and models will be affected by the size standards, and estimate the losses. Figure car exterior size description When combing the products, the products of the same platform will be merged. For example, Yujie’s Q series and S352 have the same wheelbase and track, and belong to the same platform. The interior parts have evolved and are therefore classified. 1. Yujie's products Yujie's four main vehicle platforms are all within the specified size range. The data shows that Yujie is indeed sticking to the miniaturized product road. Yujie’s sales in the industry are high, and it also shows that this standard size limitation is feasible in actual market performance. 2. Products of Reading Redding low-speed electric car product size benchmark Redding owns two product platforms, D50 and Little Prince. The small prince and small knight who are positioned in the sedan are out of the standard and have a length of more than 4m. The length exceeds the standard recommendation. The main problem with the external dimensions of the D50 series is that the width is exceeded. If the new national standard is implemented, Redding may face certain losses due to the problem of excessive product size. Preliminary estimate of loss: D50 platform mold cost 35 million, D70, D80, S50 three models of modified mold costs 30 million, plus four models of design costs 20 million (according to the situation of the company's situation), D50 The platform totals about 85 million. Fortunately, D50 is the main product platform of Reading. According to its published sales volume of 150,000 vehicles in 2016, it is conservatively estimated that its cumulative sales will be 200,000 units. Therefore, its development and mold amortization is 425 yuan per vehicle, which can be considered as the platform. The investment has been recovered and the loss is only expected for the later sales. The sales volume of the small prince and the small knight model is not high, and its development and mold investment is expected to exceed 60 million. This part of the new national standard framework may have a large loss. The stop loss path may be considered for the transformation of the high-speed car, or for other manufacturers. OEM. 3, Li Chi products Lichi low-speed electric car product size benchmark Of the four existing platforms of Lichi, only A01 meets the size standard, but A01 is not the main selling product. Both B01 and V5 have been launched for 3 years, and direct investment has been amortized. In 2017, the new C01 will cost about 40 million for development and mold. If the card is in the width, it will almost lose. 4, Dow's products Duke's low-speed electric car product size benchmark Duke has three product platforms, of which only the dreamer meets the standard size standard, but unfortunately the average sales of the dreamer is about 400 vehicles/month, not the main model. Based on the Ben Run platform's cool running and pioneers, the annual sales volume is about 40,000 units, and the cumulative sales volume is about 150,000 units. The development and mold cost amortization have been completed. In 2017, the newly launched leader, with a length of more than 3.7m, has almost no possibility of meeting the size standard. The development of the car and the direct investment of the mold are about 40 million, almost all losses. 5, Ruichi's products Ruichi All of Ruichi's models are not in line with the new national standard because of the problem of exceeding the standard. The design and mold cost of the Ruiyi platform model is about 45 million, and the design and mold are 30 million. Fortunately, they are all the main sales models. It is understood that the average annual sales of Ruichi is between 4 and 50,000 units, so the expenses have been amortized a lot. 6, the impact of size standards should not be underestimated The above five companies are highly representative enterprises in the industry. Except for Yujie, which is less affected by the external size requirements of the new national standard, the other four main vehicle platforms are almost completely annihilated. Moreover, D50 and Benben platform are the mainstream product platforms in the current low-speed electric vehicle market, and many other manufacturers also produce this series of products, such as Hantang, which is based on the D50 platform, and Yicai, which is based on the Benben platform. And Yue Di's YD360 and so on. Such a substandard scale is quite different from the "75% of products that meet the size" of the standard group research report. What is the reason for the entry and exit? As can be seen from the figure below, there are 5 (3, 6, 7, 15, and 16 in the figure) with a width of less than 1300 mm. Low-speed electric vehicles have been divided into two categories of products, one of which is small in size, mainly based on tricycle chassis parts, and is temporarily called a caravan, representing manufacturers such as Linyi, Hengkuan, etc.; one type is larger, mainly by micro-car Based on the chassis, it is temporarily called the electric car, representing manufacturers such as Redding and Yujie. The smallest 260 platform model in the electric car also has a width of 1300mm, so the new national standard body width limit has no effect on the caravan, but has a great influence on most electric car manufacturers. Therefore, if there is a strong objection to the size issue in the industry, it should be mainly the electric car company. At present, the standard has not been introduced, and most of the new model development plans of various manufacturers have been put on hold. According to the new product development cycle of the lowest year, once the standard is suddenly introduced, major enterprises may fall into the situation of no car to sell. This loss can be far greater than the loss of the above-mentioned models! It is recommended that the national standard consider this one. The situation, as soon as possible to give a certain size range, so that companies can prepare in advance, or give a transition period to solve this real problem. Shenzhen Esun Herb Co.,Ltd. , https://www.szyoutai-tech.com
September 16, 2022