Subsidy is not Poverty Alleviation: The New Energy Vehicle Industry Must Take Heavy Weight

"Subsidies are not poverty alleviation, subsidies are to promote industrial development, industries are pushed up, subsidies are withdrawn faster, so that it is good for its growth, it will find ways to reduce costs as soon as possible ..." The original China Automotive Technology and Research Center Director Wang Binggang responded to a question from Gasgoo reporter about the new energy subsidy policy.

Mr. Wang Binggang, Director of Technical Committee of Technical Innovation Strategic Alliance for Electric Vehicle Industry and former Director of China Automotive Technology and Research Center

In the past two years, thanks to the new energy subsidy policy, the achievements of the new energy automotive industry are obvious to all. According to the data from the China Automobile Industry Association (CAA), in 2015, the sales of new energy vehicles in China reached 330,000 vehicles, It increased by 3.4 times. In 2016, the sales of new energy vehicles in China reached 507,000 units, an increase of 53% year-on-year. In 2017, the sales of new energy vehicles in China reached 777,000 units, ranking the first in the world for three consecutive years. Xu Haidong, Assistant Secretary-General of the China Automobile Industry Association, said that in 2018 sales of new energy vehicles will continue to maintain rapid growth and sales are expected to exceed 1 million.

Under the general direction of "Made in China 2025" and "Mid-term and long-term development plan for the automotive industry," China's new energy vehicles will enter the stage of development from quantitative change to qualitative change. Zhang Baolin, chairman of Changan Automobile, pointed out that under the joint action of the government, enterprises, capital, and consumers, China’s new energy auto market has already ranked first in the world and is currently presenting four new changes: First, new policies and new markets. In the future, we will evolve from a monetary subsidy-based policy to more non-monetary incentives, such as restricted access, restricted purchases, and proprietary road rights. The second is new energy and new growth. The development of new energy vehicles is the only way for China to become a powerful automobile country, and it is the key force for China's auto industry to enter a high-quality development stage from a high-speed growth stage. The third is new technologies and new models. The demands of new generation consumer groups on automobiles are changing, and more attention is paid to the emotional experience and sharing of products. Fourth, new industries and new competition . The automobile industry has entered a period of transformation. The restructuring of industrial values ​​and competition will take place. A large number of new forces with dreams and feelings will infiltrate into new energy sources driven by capital, government and enterprises. In the automotive industry, innovative models and concepts are impacting and restructuring the new energy automotive industry. Therefore, in the future development of the new energy automobile industry, the driving role of the market will become more apparent, and the withdrawal of the government's financial subsidies will also be imperative.

Zhang Baolin, Chairman of Changan Automobile

In fact, according to the policy direction of 2015, new energy vehicles will subsidize 20% in 2017-2018 on the basis of 2016 subsidies, and the 2019-2020 subsidies will decline by 40% on 2016 basis until the subsidies are fully withdrawn in 2020. . However, at the end of 2017, the rumors of subsidy policies in the market will fall ahead of schedule in 2018. From the perspective of the 2018 subsidies adjustment plan, financial subsidies will focus on supporting high-end models with high cruising range, high energy density, and low power consumption. As a result, the A00-class car market on the market may be subject to a "destructive blow", and car companies also said that they face pressure on the face of sudden changes.

The form is adjusted by Gasgoo according to the subsidy of the purely electric passenger car in 2018

Wang Deping, deputy director of the China FAW New Energy Office, once stated at Gasgoo Automotive Forum that the demand for A00 vehicles in the electric vehicle market is relatively large. FAW Group has defined two A00s in 2017 through market research. Product: One five-door four-seater, the other one with three doors and two seats. The cruising range of the three-door two-seater is set at 185 kilometers, which is generally required by users. However, the cost gap between the same product and the 2018 subsidy policy that was circulated on the Internet in 2017 is very obvious. The new policy will cause car companies to Loss of nearly 30,000 yuan on a model, the pressure can be imagined.

Deputy Director of China FAW New Energy Office Wang Deping

The adjustment of the subsidy policy has not only caused many traditional car companies to feel pressure, but also the new situation of the constructors. According to Liu Xinwen, general manager of Yundu New Energy, the small size of the cloud, which was planned to be listed at the end of 2017, was affected by the policy adjustment. SUV π3 also had to delay listing, according to Gasgoo, after adjustment, cloud π3 will be officially listed in March this year sales.

As for the questions and controversies that existed in car companies, Wang Binggang explained: “The A00 car is actually not a big problem at present, and now sales are getting better and better. Through cost estimation, it doesn’t need to be too high for driving range, so subsidies are now set. 150 kilometers (cruising range), 200 kilometers below the cruising range of the battery, the cost will not be too high, so it may have to retreat first." For the policy should support high-end models or A00-class models, Wang Binggang added: " The high-end car represents the development direction of automotive technology. The good technology of the car is in the high-end car body, not the micro car body. The technology of the mini car is still very easy. If we do it in the future as a mini car, then we have no international Competitiveness, our international competitiveness is reflected in the Wei Lai type of car, at least above the level A car, to compete with Tesla, to compete with BMW, this type of car is the country to subsidize, this kind of car It's only the strong car country that goes up, so everyone understands the subsidy."

Minister of Industry and Information Technology of the People's Republic of China Miao Wei

Miao Miao, minister of the Ministry of Industry and Information Technology, explained the adjustment of the subsidy policy at the 100-person electric car conference held recently: “We are worried that the subsidy policy will be adjusted. In fact, this adjustment is imperative. If we postpone to the end of 2020, One-time adjustment is not as good as the pressure of sub-paragraph release adjustment, so that everyone can smoothly overcome the impact of the slope."