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New energy vehicle industry chain
Intensive action recently
Whether it is battery system, drive system
or related material applications
Domestic and foreign manufacturers are speeding up
New policy trends in Europe, America, Japan and China
New policy trends in Europe, America, Japan and China1.
America
S.
In May of this year, the US government proposed to use 174 billion US dollars (about 1.
1 trillion yuan) to build an "electric vehicle plan"
.
2.
European Union
· France announced to invest 8 billion euros to revive the auto industry;
Germany will provide 3 billion euros to support the development and production of environmentally friendly vehicles, extending the electric vehicle subsidy program until 2025;
· The UK proposes a "new car scrapping scheme" to encourage fuel vehicles to be replaced by electric vehicles, and plans to award a subsidy of 6,000 pounds
.
3.
Japan
By 2035, 100% of new cars sold in Japan will be electrified vehicles, and an environmental fund of 2 trillion yen (about 124.
9 billion yuan) will be set up to urge companies in the fields of solar power generation and low-cost batteries to accelerate the research and development of cutting-edge technologies
.
4.
China
The General Office of the State Council issued the "New Energy Vehicle Industry Development Plan (2021-2035)"
.
According to data from the Ministry of Commerce, from January to July this year, China's auto manufacturers sold 1.
478 million new energy vehicles, a year-on-year increase of 2 times
.
Major automakers expand product lines
Major automakers expand product linesSeveral automakers around the world have announced their vehicle electrification goals for 2030 and beyond, and some are even planning to reconfigure their product lines to produce only electric vehicles
.
Universal
Universal22 and 30 new EV models in 2023 and 2025, with only electric light-duty vehicles available by 2035;
ford
fordFull electric vehicle sales in Europe from 2030
Mercedes Benz
Mercedes BenzFull electrification by 2030;
By 2025, all new cars will be fully electric, and every model will be offered in a fully electric version;
Between 2022 and 2030, companies will invest more than 40 billion euros in pure electric vehicles
.
Volvo
VolvoOnly electric cars will be sold in 2030
public
public70% of electric vehicle sales in Europe and 50% in China and the United States by 2030
.
Toyota
ToyotaGlobal sales of 8 million electrified vehicles in 2030
.
From the statistics, it can be concluded that in 2022 and 2025, it will be the peak period for the launch of new energy vehicles
.
On August 20, LG Chem (LG Chem) said that by 2028, it will invest 2.
6 trillion won (about 14.
4 billion yuan, 2.
2 billion U.
S.
dollars) to build 10 new chemical plants at the Daesan base in South Korea, including polyolefin products.
Elastomer (POE)
.
POE is used in the manufacture of solar panel films as well as automotive exterior trim and wires
.
The new plant will produce 100,000 tons of POE
.
According to LG Chem, combined with the existing facilities at the Dashan base to produce 250,000 tons of POE, LG Chem's annual POE production capacity will reach 350,000 tons, second only to Dow Chemical
.
