Policy Plus Helps Energy Vehicles Accelerate the Road

It is understood that the country has now issued plans for the development of new energy vehicles in the next decade, but it has found that this market segment is still at a standstill. In order to get rid of this embarrassment as quickly as possible, from the central ministries and commissions to the local governments in recent times, relevant support policies have been issued for the research and development and promotion of new energy vehicle technologies, which have helped to accelerate the development of energy vehicles.

Today, new energy vehicles far from marketization seem to feel a hint of spring.

I. Policies for frequent promotion in various regions In mid-October, the Ministry of Industry and Information Technology website announced the “Notice on Organizing and Launching Technological Innovation Projects for New Energy Vehicle Industry” (hereinafter referred to as the “Notice”). The central government will allocate some funds from the special energy-saving and emission reduction funds. To support new energy automotive industry technology innovation. The object of incentive fund support includes two categories of new energy vehicle vehicle projects and power battery projects, and the standards are clearly defined.

This "Notice" has opened the prelude to the continued push of new energy vehicle policy promoters in the recent period.

Prior to this, Guangzhou City's limit licensing order opened green channels for new energy and energy-saving vehicles, and the relevant models for the fuel saving rate of more than 20% listed in the “Catalogue of Recommended Models for Energy Saving and New Energy Vehicle Modeling, Promotion, and Application Engineering” of the Ministry of Industry and Information Technology of the People's Republic of China are separately Enjoy 1000 Yaohao indicators, not subject to car limit licensing policy.

After Guangzhou, Shanghai also plans to introduce a new energy vehicle support policy, and is expected to begin implementation within the year. According to relevant media reports, Shanghai's new energy vehicle subsidy policy has been reported to the National Development and Reform Commission, which is expected to be approved during the year. It is reported that Shanghai plans to launch 20,000 free license plates for the first time, which will be dedicated to new energy vehicles. At present, the country’s purchase subsidies for pure electric vehicles are up to 60,000 yuan, and Shanghai’s maximum subsidy for pure electric vehicles is 100,000 yuan. Plus the current free license plate with a market value of about 60,000 yuan is equivalent to a total subsidy of 220,000 yuan. The above policy is quite attractive for the "Shanghai Card" which is required to be shot at RMB 67,000.

At the same time, the "Private Management Measures for Small Electric Vehicles for Pure Electric Vehicles in Beijing (Draft) (Draft for Soliciting Opinions)" has been introduced a few days ago. It stipulates that individuals who buy private electric vehicles do not need a shake but need to apply for indicators, and private purchases are pure. Electric vehicles directly enjoy municipal government subsidies, up to 60,000 yuan per vehicle.

According to industry insiders, the Beijing-Shanghai standard on the introduction of new energy private car purchase standards will lead to the refinement of the policies of the 25 new energy pilot cities nationwide. At the same time, it is worth noting that, in addition to Beijing and Shanghai, many places are actively formulating policies to force new energy vehicles to speed up the road.

On November 5, Jilin City announced the establishment of a new energy automotive industrial park with the Jinsha River Venture Capital Fund. Guangdong Province also recently made clear the main objective of the province's future development of new energy vehicles, and will promote the development of the industry from four directions: business models and infrastructure construction.

Not only that, the Ministry of Finance and other four ministries also expanded the scope of promotion of hybrid buses (including plug-in hybrid buses) last month, expanding from the current 25 demonstration cities for energy-saving and new energy vehicles to all cities in the country.

The release of a series of favorable policies has shown that the government is determined to vigorously develop new energy vehicles. Many securities companies believe that the new energy auto sector will usher in good news, and auto listed companies and battery manufacturing and recycling companies will benefit.

II. Breakthrough in Sales Difficulty Although it is all over the country's policies to “add code” to the development of new energy vehicles, the real dilemma that cannot be overlooked is that sales of the new energy vehicle market are still very limited.

In accordance with the current policy for supporting new energy vehicles in China, the central government initiated pilot subsidy programs for private purchases of new energy vehicles in five cities including Shanghai, Changchun, Shenzhen, Hangzhou, and Hefei, and then piloted them in 25 cities nationwide. At the same time, relevant departments are also promoting the implementation of the "Ten Thousand Cities" demonstration project. It plans to use 3 years or so to develop 10 cities each year. Each city will launch 1,000 new energy vehicles to carry out demonstration operations, and strive to make the country's new energy vehicles. The scale of operations will account for 10% of the automotive market share by 2012.

It can be said that 2012 was the last year of the demonstration and promotion work for the "ten cities, 1,000 vehicles" of new energy vehicles. However, from the current sales situation, this goal is difficult to achieve. As of July of this year, there were only 4 cities that completed the target of more than 30%, namely Hangzhou, Zhengzhou, Suzhou, and Beijing. The highest level of completion was in Hangzhou, which was 47.10%.

According to data from the China Association of Automobile Manufacturers, from January to September this year, the major domestic passenger car companies have sold 6,982 new energy vehicles, including 3009 pure electric vehicles and 3973 hybrid vehicles. According to the National Energy Conservation and New Energy Vehicle Industry Development Plan (2012~2020), by 2015, the cumulative production and sales volume of China's pure electric vehicles and plug-in hybrid electric vehicles will reach 500,000 vehicles, and by 2020, over 5 million vehicles. . It can be seen that from the current market size and sales situation, it is not easy to accomplish this goal.

Some industry experts believe that there is a big bottleneck in the development of the new energy automotive industry. From the cost point of view, the current cost of new energy vehicles, whether it is cost or maintenance, is very high; from the performance point of view, although many companies claim to have new energy automotive products, but basically all samples, the stability and safety of products after mass production Sex has yet to be tested; in addition, for China, the lack of key components has also hindered the development of new energy vehicles. Many core components have been monopolized by foreign companies and need to be imported.

Third, the business model to be innovative in the face of local governments continue to introduce new energy car rules, as well as the continuous deepening of 25 pilot cities, some domestic auto companies launched related products and try to innovate in business models.

It is understood that BYD has launched an electric vehicle promotion plan with the concept of “zero car purchase”. The plan provides financial loans for electric vehicle customers through financial solutions. SAIC Motor also launched the Roewe E50 built using a pure electric vehicle platform. Its actual selling price in Shanghai is much lower than its market guide price.

However, some experts said that the current new energy vehicles and business models of various companies can only stay in the public service sector and group procurement, this model has the advantage of centralized deployment of infrastructure, due to reach the economy of traditional fuel vehicles and Convenient, there are still distances for new energy vehicles to achieve true private purchases.

According to report, Chery has a subsidy for electric vehicles with a price of only 80,000 yuan. The State Grid also arranges ancillary facilities. After the car is bought, consumers install charging piles at home or in the parking lot. Even so, consumers are still reluctant to buy. . Mr. Wang, who is preparing to buy a car in Beijing, told reporters: “Even if the preferential policy is introduced, it is still not going to be bought, because how to charge, energy cost, and ease of use are all unknown.”

Chen Quanshi, director of the electric vehicle research department of the Automotive Engineering Department of Tsinghua University, said in an interview that the important reason why the sales of new energy vehicles in the private market has not been on the market is that most auto companies do not understand the business model of new energy vehicles.

“The car companies have not figured out exactly which car the manufacturer is selling to. Auto companies often make several cars according to the requirements of the country, and it is difficult to have a market.” Chen Quanshi said that the real commercialization model of new energy vehicles has not been formed, and the market needs as well as New energy vehicles combined with technological possibilities have sales.

A series of promotion and encouragement policies will play a catalytic role in promoting the development of new energy vehicles. However, the development of new energy vehicles will not happen overnight, and it still faces many difficulties that need to be considered and explored.