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Whether it is from the policy level, the corporate sales level, or the breakthrough level of the international R&D enterprise technology R&D, it shows that the new energy vehicles are accelerating.
At the policy level, the reporter was informed that China's new energy vehicle subsidy policy is expected to be launched in the first half of this year. The subsidy will be divided into 16 files with a minimum subsidy standard of more than RMB 3,000. In terms of sales volume, the domestic production and sales of new energy vehicles will achieve rapid growth in the first quarter. Starting from the forefront of the latest international new energy automobile industry, an electric vehicle called ModelS has been hailed as the “Apple†of the global electric vehicle industry and won the North American luxury electric vehicle sales championship in the first quarter of this year. Tesla, a manufacturer, has surpassed and subverted past new energy vehicles through technological innovations, and created a huge new market. The company's stock price has also continuously hit new highs. It is worth noting that China's new energy automotive materials suppliers have successfully provided support for ModelS, which also means that China's new energy automotive industry is expected to achieve industrial upgrades driven by technological upgrades.
In fact, the new energy automobile industry, as one of China's seven emerging strategic industries, has been closely linked to policy orientation since its inception, and as the country’s adjustment and improvement of supporting policies such as subsidies are getting closer and closer, Under the increasingly obvious trend of technological upgrading of the industry, China’s new energy vehicles are gradually sublimating from qualitative changes to qualitative changes, and this year will enter an accelerated development period.
Four ministries brewing new energy vehicles subsidies <br> <br> reporter was informed that the Ministry of Finance, the Ministry of the four ministries have reached a consensus, the first half of the introduction of new energy vehicles subsidies. According to the relevant person in charge of the China Automobile Industry Association, the Shanghai Securities News revealed that relevant ministries and commissions are actively studying that the subsidy policy should be introduced soon.
Earlier in March, Miao Wei, Minister of the Ministry of Industry and Information Technology, publicly stated that the Ministry of Industry and Information Technology is working with relevant departments to study new subsidy policies for energy-saving and new energy vehicles. The subsidy policy will be introduced in the first half of this year, and the New Deal ideas will not be divided according to the technical route, but Divided into 16 grades based on the fuel economy, the subsidy bottom line will also be more than 3,000 yuan.
Since the "two sessions" this year, new energy automobile related policies have continued to blow. Shanghai, Beijing, and Guangzhou are brewing new supportive policies. For example, if Beijing establishes a New Deal, it will stipulate that private purchases of new energy vehicles will not occupy vehicle purchase targets. “Currently, the revised version of the policy to encourage private purchases of new energy vehicles in Beijing has been completed. The new policy eliminates the need for private purchases of electric cars to buy traditional cars. Beijing plans to promote private purchases of 30,000 electric cars by 2015. It may also adopt the "car-and-send-and-pick" model, in which charging stakes belong to consumers. This year, 5000 new energy passenger car promotion plans will be launched, and it will include private consumption and the construction of 6,000 charging piles." Niu Jinming, director of the Energy Development Promotion Center, disclosed to reporters.
It can be said that the New Deal's New Deal, “at your fingertips,†will gradually disengage the industry from its slow development.
New energy vehicles in the first quarter than-expected sales growth <br> <br> and policy expectations are echoes of corporate sales also showed rapid growth momentum. It is understood that the acceleration of policy is coming from the government's strong confidence in the new energy automotive industry.
According to incomplete statistics from China National Automobile Association, in the first quarter of 2013, China produced 2,291 new energy vehicles, including 2,691 pure electric vehicles, which was a year-on-year increase of 62.6%; 3,175 new energy vehicles were sold, including 2,874 pure electric vehicles. The same period last year increased by 57%. The production and sales of pure electric vehicles have achieved rapid growth. In terms of plug-in hybrid production and sales, 300 vehicles were produced in the first quarter and 301 were sold.
According to the data reported by the companies, new energy passenger vehicles, passenger cars and commercial vehicles have made considerable progress. For example, Yutong Bus had sales of 119 new-energy buses in the first quarter of last year, 919 this year, a six-fold increase over the same period, and Jinlong buses, 11 in the first quarter of last year, and 249 in the same period this year, an increase of 20 times. In terms of electric vehicles, Jianghuai Automobile sold 0 for the previous year and 87 for the first quarter of this year. Zotye Automobile also had 0 for the first quarter of last year and sold 357 vehicles in the same period this year.
According to Zhang Yanlin, research director of China Investment Consulting, the prospects for the development of the new energy auto industry are beyond doubt, and the release of huge market capacity is just around the corner. If current measures are well implemented, the trend of stabilization and recovery will soon emerge. The future revenue growth in the new energy vehicle sector is very much worth looking forward to.
Overseas technological innovations create a huge new market and domestic car prices <br> <br> a small overweight compared to overseas new energy auto companies are a bit "fanciful" of the state.
In the past quarter, the ModelS electric car produced by Tesla Electric Company in the United States has beaten Mercedes-Benz S, BMW7, and audiA8 to become the North American luxury car sales champion. It can be said that ModelS has become the representative of the hottest new models in the global electric vehicle industry.
According to analysts from Longboard of the United States, iphone phones disrupted the entire mobile phone industry in 2007, and produced 80% of new market share. For Tesla, ModelS has also disrupted the electric car industry, and it will also generate 80%. New market share. As a result, Tesla's unfamiliar stock price also rose sharply, hitting a record high.
Interestingly, Panasonic is Tesla's battery supplier, and the domestic listed company Xinzhoubang provides electrolytes for Panasonic, which means that Neo-Choubang is also expected to become the first domestic beneficiary company for MODELS hot-selling global market.
According to the company's securities department, the Shanghai Securities News revealed that from the current order status, the sales volume of the electrolyte products provided by the company to Panasonic is steadily increasing, but she also said that Panasonic is not yet the company’s top five customers. The situation in 2013 also needs to wait for a while.
In fact, in the eyes of people in the industry, in 2013, in addition to the expected increase in domestic demand for new energy vehicles, which has more than doubled, the era of investment in the world's new energy vehicles and upstream and downstream of the industrial chain has come. In the huge new market created by the technological revolution, new energy companies such as Jiangsu Guotai and New Zhoubang are expected to share a slice of the market first.
Under the dual promotion of policies and markets, the technologies of the various upstream and downstream industries of new energy vehicles are also rapidly maturing. For electrolytes, the products of Jiangsu Guotai and other companies have already achieved export overseas markets.
It is reported that Jiangsu Cathay Pacific lithium electrolyte sales for many years to maintain the first in the country, ranking third in the world in the past three years. Downstream customers cover the top 10 in the world and major domestic battery companies, including LG, Sony, ATL, and Lishen.