According to reports, the Ministry of Industry and Information Technology, the Ministry of Finance, the Ministry of Science and Technology, and the four ministries and commissions of the National Development and Reform Commission recently issued a "Notice on Adjusting the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles." According to the New Deal, the amount of subsidies for new energy vehicles will be reduced by 20% compared with 2016, and local financial subsidies should not exceed 50% of the central bicycle subsidies.
From the individual purchase of pure electric vehicles, the maximum subsidy of 120,000 yuan, to the highest subsidy of 110,000 yuan in 2016, and then to the highest subsidy of 66,000 yuan in 2017, until the subsidy is completely canceled in 2020, the subsidy is originally a preferential condition to attract everyone to buy new energy vehicles. Now its scale is decreasing, will the market for new energy vehicles shrink sharply?
The power of new energy vehicles comes from batteries. Compared with gasoline-burning cars, it has a great effect on environmental protection. However, due to the slow development of batteries and charging facilities, coupled with problems and other habits, everyone’s car purchase is still not a new energy car. . In order to change this situation, the state has subsidized a large number of new energy vehicles in recent years, but now, the amount of subsidies for new energy vehicles has plummeted.
According to the New Deal, taking Beijing as an example, last year, the electric vehicles with a driving range of more than 250 kilometers were supplemented by 55,000 yuan and 55,000 yuan in Beijing. This year, the same car, "National Supplement" fell to 44,000 yuan, "land compensation" only 22,000 yuan, more than 44,000 yuan to buy a car. In this regard, the citizens of Beijing also have different views.
Some citizens said: "The subsidies for new energy vehicles are reduced. Compared with ordinary oil-burning cars, the cost is too high. In the case of a number, it is definitely not a priority to buy new energy vehicles."
Some citizens also think: "It is nothing more than buying more cars with more money. If you buy less money, the reduction in subsidies will not affect my choice of cars."
Under the policy subsidy, the development momentum of China's new energy vehicles is in full swing. Last year, China's new energy vehicles sold 507,000 units, ranking the first in the world for two consecutive years. The cumulative amount of new energy vehicles has exceeded 1 million, accounting for 50% of the global market. Among them, pure electric vehicles occupy a large position. According to Miao Wei, Minister of Industry and Information Technology, from January to November 2016, sales of new energy vehicles reached 402,000 units, a year-on-year increase of 60.4%. It can exceed 500,000 vehicles throughout the year and continues to rank first in the world.
According to the data of the Automobile Industry Association, the growth of new energy vehicles in China showed a trend of low and high. The net profit released by 15 new energy auto companies is expected to grow by more than 30%; 7 companies are expected to increase by more than 100%. At the end of the year, use a word to summarize the performance of auto companies, that is, "outbreaks." Peng Qi, an analyst at China Merchants Securities, believes that the performance of the outbreak is too low with the previous subsidy threshold. The focus is more on the battery, which has a lot to do with the battery capacity.
In other words, in the past, the development of new energy vehicles in China relied too much on subsidies. Some enterprises are eager to subsidize dividends. In the absence of the necessary core technology, they are patchwork and rushing to do electric vehicles, disrupting the formal order of the market and hindering the healthy development of the new energy automobile industry. Last year's new energy vehicle fraud incident has already made the industry development alarm bell ring. Now the reduction of subsidies and subsidies are actually to force the enterprises to make their own blood, so that capable enterprises can stand out and provide consumers with more and better choices.
Wang Chuanfu, chairman of BYD, believes that after the retreat, from policy-oriented to market-oriented, enterprises must study market demand, tap potential, and promote product innovation.
So, will the price of new energy vehicles rise? In fact, due to policy adjustments, the corresponding changes in the prices of auto products are not unexpected. BYD's new energy models have undergone a round of price adjustment during the Spring Festival. The better-selling “Qin†and “Tangâ€, the price of bare cars after the price adjustment are 176,000 and 246,800 respectively, both of which rose by 5,000 yuan before the price adjustment. . Geely Emgrand EV also increased by 10,000 yuan compared with last year.
However, the relevant departments of enterprises and governments have also begun to minimize the large fluctuations in the market from all aspects, and gradually return the price to rationality. Feng Yaxing, general manager of Guangzhou Automobile Group, said that this year's approach is based on a platform to create new energy products of different modes. These products are developed by electricization and intelligent networking, which can reduce costs and improve products. Value for money. Especially in the field of electric vehicles, the realization of intelligent networking, has a unique technological advantage, and is easier to combine.
Battery energy density and charging facilities also have a significant impact on the cost of new energy vehicle production and the price of the product. At present, there have been some breakthroughs in charging piles. Last year, the number of public charging piles increased from less than 50,000 at the beginning of the year to 150,000 at the end of the year. The annual increase was six times that of the previous year. The country with the fastest growing facilities construction.
At the same time, the energy density of China's new power battery cells has reached 220 watt-hours per kilogram, and the price is 1.5 yuan per watt-hour. Compared with 2012, the energy density has increased by 1.7 times and the price has dropped by 60%. Power, economy, safety and comfort have improved significantly compared to a few years ago.
In addition, China has also established a complete and self-controllable industrial system. It has built a cluster of four major power battery industries in the Pearl River Delta, the Yangtze River Delta, Beijing-Tianjin-Hebei and the Central Plains. The annual production capacity has reached 100G watt-hours, making it the largest in the world. Power battery producing country.
Xiong Baiqing, director of the National Power Battery Innovation Center, pointed out that the passenger car has begun to build a three-element battery, and the energy is about 20% higher than that of the lithium iron phosphate battery. Generally, the ternary single cell can reach 180 watts. The goal of this year is to make the ternary material more widely used.
Industry insiders judged that although the price of some new energy auto products has been adjusted, the production and sales of new energy vehicles may decline in the first quarter of this year, but in the long run, the growth of new energy vehicles in China will remain stable.
Chen Xiufeng, chairman of Shenzhen Xingyuan Material Technology Co., Ltd., believes that the proportion of new energy vehicles in China is still small, and the development space is still worth looking forward to. At present, the proportion of electric vehicles in China is only 1.4%, and in Europe only 1.2%. The electrification and intelligence of automobiles is one of the trends in the development of the global automotive market.
Dong Yang, executive vice president of the China Association of Automobile Manufacturers, pointed out that in the case of a reduction in subsidies for new energy vehicles, other policy support, including carbon allowances, will continue to increase. After the subsidy is cancelled, the concessions are still needed. For example, bridge fees, tolls, taxes, etc. are all feasible.
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