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672辆纯电公交不到3年大面积停运!发展本地产业岂能依赖扶持回避竞争
Mei Ri Jing Ji Xin Wen· 2025-11-26 14:48
事情源于2018年10月,两家原告均通过公开招标方式,分别向中汽宏远采购配置锰酸锂动力电池的纯电公交250辆、422辆。自2021年10月和2021年1月 起,两家原告所采购车辆陆续出现动力电池故障或者异常衰减情况,导致车辆大面积停运。由于公交大面积停运数年后问题仍未解决,最终只能起诉。其 损失补偿能否拿到、何时拿到,仍是未知数。 笔者注意到,上述诉讼当中,东莞巴士出现故障的车辆在当年的招标中,要求明确限制为"锰酸锂动力电池"。 因为存在能量密度低导致续航里程短、循环寿命短、高温性能差、电池衰减较快等固有缺点,锰酸锂电池市场份额一路走低。据中国化学与物理电源行业 协会动力电池应用分会统计,到2018年,其市场占比只有1.9%。 可见,在当时的市场结构下,将电池限制在锰酸锂领域,实际相当于将招标的竞争范围进行了大幅压缩,走"非主流"路线的企业反倒在这次招标中具备局 部优势。后续的情况也证明,锰酸锂的技术缺陷无法被忽视。 此外,在招标时,为了防范售后风险,对于中标企业后续履约能力的考察也非常重要。这就需要关注企业的持续经营能力和财务状况。比如,企业的收入 来源是否多元化,是否过于依赖某一大客户、某一地域;企业的现 ...
每经热评︱672辆纯电公交不到3年大量停运 发展本土产业岂能依赖扶持回避竞争
Mei Ri Jing Ji Xin Wen· 2025-11-26 13:22
因为存在能量密度低导致续航里程短、循环寿命短、高温性能差、电池衰减较快等固有缺点,锰酸锂电 池市场份额一路走低。据中国化学与物理电源行业协会动力电池应用分会统计,到2018年,其市场占比 只有1.9%。 可见,在当时的市场结构下,将电池限制在锰酸锂领域,实际相当于将招标的竞争范围进行了大幅压 缩,走"非主流"路线的企业反倒在这次招标中具备局部优势。后续的情况也证明,锰酸锂的技术缺陷无 法被忽视。 每经评论员 杜恒峰 11月25日晚间,龙洲股份(SZ002682,股价5.34元,市值30.03亿元)公告,控股孙公司东莞中汽宏远 汽车有限公司(以下简称中汽宏远)因买卖合同纠纷涉两起重大诉讼。原告分别为东莞巴士有限公司 (以下简称东莞巴士)和东莞市城巴运输有限公司(以下简称东莞城巴)。东莞巴士是东莞当地最大的 公交公司,也是大型国有独资企业,东莞城巴是其100%控股的子公司。两案涉案金额合计4.31亿元。 事情源于2018年10月,两家原告均通过公开招标方式,分别向中汽宏远采购配置锰酸锂动力电池的纯电 公交250辆、422辆。自2021年10月和2021年1月起,两家原告所采购车辆陆续出现动力电池故障或者异 常衰减 ...
车厘子、牛油果跃上江苏餐桌,新能源车驶向拉美街头江苏与拉美共赴发展之约
Xin Hua Ri Bao· 2025-05-18 23:45
Group 1: Economic Cooperation - Jiangsu's imports and exports to Latin America reached 115.89 billion yuan in the first four months of this year, showing a year-on-year growth of 3.9% [1] - Jiangsu and Latin American countries are collaborating in manufacturing and industrial chain cooperation, with projects like XCMG's production base in Brazil generating over 500 million USD annually and employing nearly 1,500 local workers [2] - The cooperation between Jiangsu and Latin America in agriculture and food processing is deepening, with annual trade exceeding 800 million USD for products like soybeans and beef [4] Group 2: Energy and Resource Development - Jiangsu enterprises are optimizing resource allocation through deep cooperation in energy and mineral resource development, such as the partnership between NARI Group and Brazil's power sector to enhance grid stability [3] - The mixed ore base established between Brazil's Vale and Lianyungang Port is effectively connecting Brazil's high-quality mineral resources with China's market demand [3] Group 3: Emerging Fields and New Opportunities - Jiangsu is expanding its economic cooperation with Latin America into emerging fields like renewable energy and digital infrastructure, exemplified by the delivery of 100 electric buses to Uruguay and the successful operation of three solar power plants in Brazil with a total capacity of 21 MW [4] - The collaboration in new sectors is complemented by ongoing traditional manufacturing and agricultural partnerships, showcasing a multi-faceted approach to economic engagement [4] Group 4: Cultural and Academic Exchange - Jiangsu has been actively participating in the China-Latin America Civilizational Dialogue Forum for seven consecutive years, aiming to enhance cultural exchanges and academic partnerships between the regions [5] - The upcoming 2025 China-Latin America Civilizational Dialogue will include initiatives like the establishment of a China-Latin America University Alliance to enrich the cooperation framework [5]