New energy car hopes for more policy dividends

With the stimulation of a new round of favorable policies, domestic new energy vehicles seem to be welcoming the dawn of development. A few days ago, the reporter learned from the exclusive understanding of the China Association of Automobile Manufacturers that China’s sales of new energy vehicles in September were 9,145, which was a doubling increase from the sales of 4041 new energy vehicles in August. In addition, according to the latest data released by the China Association of Automobile Manufacturers, in the first nine months of 2014, new energy vehicles produced a total of 38,522 vehicles and sold 38,163 vehicles, an increase of 290% and 280% year-on-year respectively. Among them, the output of new energy vehicles in September reached 8,047, an increase of 833%.

For new energy vehicles, sales and sales all showed rapid growth in September. The industry generally believes that the new energy vehicles implemented in September are exempt from purchase tax policies, but whether the demand for new energy vehicles in China has entered a period of rapid growth, the industry The views are not optimistic. After all, on the key issues of the development of local protectionism, charging facilities and other industries, relevant functional governments also need to take more solutions.

Dividend policy stimulus

“The exemption of purchase tax is one of the factors in the rapid growth of sales in September, but there are also a series of national influences on the supporting policies of new energy vehicles,” said Wang Binggang, head of the expert group of the National Clean Vehicle Action Coordination Leading Group.

Indeed, since July 21 this year, the General Office of the State Council issued the "Guidance on Accelerating the Promotion and Application of New Energy Vehicles" (hereinafter referred to as the "Opinions"), the supporting policies and stimulus policies for the promotion of new energy vehicles have been introduced, such as the state. Development and Reform Commission issued support policies on the price of electric vehicles. As of now, China has also established 75 standards for electric vehicles, including standards for interfaces and interfaces such as charging ports for electric vehicles and hydrogen fuel tanks for fuel cells; in addition, “government agencies and public agencies are buying new energy vehicles. The introduction of the "implementation plan" made clear the schedule of new energy sources for official vehicles.

In addition, local governments are also adhering to the "opinions" under the guiding principles of the promotion of new energy vehicles continue to increase efforts to promote the corresponding promotion policies: August 25, Xi'an introduced a package for new energy vehicles Preferential policies: In addition to the 14 supporting policies that implement the national requirements, the city also designated 18 local policies and 3 safeguard measures; on September 24, Taiyuan launched a new energy vehicle promotion and application implementation program in the country and province. Based on the subsidy, the subsidy for pure electric passenger cars will be 20,000 yuan each, and the purchase of pure electric cars for fuel vehicles will be rewarded with 3,000 yuan. On October 9, the Hunan Provincial Government announced the promotion and application of energy vehicles in Hunan Province. The subsidy policies and programs, in addition to expanding the scope of subsidies, have also increased the subsidies for the region from the original Changsha-Zhuzhou-Xiang demonstration urban agglomeration to 11 cities and provinces, becoming the first province in China to expand the scope of subsidies; Hangzhou, October 14th. The municipal government network also announced the “Interim Measures for the Financial Subsidy for the Promotion and Application of New Energy Vehicles in Hangzhou (Consultation Draft)”. Pursuant to this, pure electric passenger vehicles can receive 30,000 yuan in subsidies. Type (including extended range) hybrid given 2 million grant.

Obviously, with the recent launch of the "dividend policy", it seems that the new energy vehicles are ushering in a vast space for rapid development, and this will also allow domestic new energy vehicles after more than five years of stagnating development, ending in 2014. Get a more prominent performance.

Regional development adjustment

Since the national launch of the development goals and routes for new energy vehicles in 2009, the market for new energy vehicles has been growing at a slower pace, and the current status of the development of various new energy vehicle cities in China is also different.

A total of 89 cities were listed on the first and second batch of cities and regions for promoting the use of new energy vehicles that were launched on November 26, 2013 and January 27, 2014 respectively. Among them, 22 provinces and cities have introduced subsidy policies for new energy vehicles since then. The only cities that have introduced local new energy subsidies are Beijing, Shanghai, Qingdao, Nanjing, Changzhou, Xi'an, Wuhan, and Jiangsu.

At the beginning of this year, after many national ministries and commissions set the tone for encouraging the development of new energy vehicles, many local governments have introduced the “local rich colors” new energy vehicle promotion policy to promote the development of local new energy vehicles. Among them, Beijing and Shanghai are the most typical. The subsidies on new energy vehicles in these two places have also become the focus of many consumers.

It is reported that the Beijing Municipal Government only included 6 companies and 7 pure electric vehicles in the subsidy range, and did not include the plug-in hybrid (including incremental) hybrid models in the subsidy range, which was controversial, but despite this, due to Beijing The municipal government has invested heavily in supporting facilities, so the development of pure electric vehicles is still relatively advanced. On the other hand, Shanghai has incorporated plug-in (including incremental) hybrid vehicles into the subsidy. In addition to the subsidies granted by the state, the Shanghai municipal government and the district government also provide subsidies for new energy vehicles, and Shanghai also New energy vehicles implement license-free licenses, and thus quickly promoted the adoption of new energy vehicles in Shanghai.

In contrast, the development of other pilot cities for new energy vehicles is slow due to factors such as imperfect supporting facilities, inadequate subsidies, and lack of consumer awareness. However, after the related ministries and commissions launched the "Opinions" in July, the list of new energy vehicles entering the country began to change from local "individual warfare" to central "unified deployment," which will also enable the development of new energy vehicles in cities in all regions. There are more adjustments.

Constraints still to be broken

Despite the new round of policies, domestic new energy vehicles have achieved good market results in the short term. However, whether a series of stimulus subsidies policies can promote the rapid development of new energy vehicles in China in the short term is worth discussing.

In response, Changsha Yongkang, Changshu Hezhong Environmental Energy Technology Research Institute, Jiangsu Province, said: “The current subsidy policy can only be a short-term effect, and cannot fundamentally solve the problem. The most fundamental thing is to put money in new energy automotive technology. On the R&D and supporting infrastructure construction, such new energy vehicles have good technology, better performance than traditional fuel vehicles, and charging piles and other ancillary facilities can keep pace with, consumers have no worries, and new energy vehicles will naturally Acquired recognition.” It is learned that in order to solve this problem as soon as possible, many cities are adopting the model of jointly constructing charging piles by the government and enterprises, and they have liberalized policies and expanded the scope of charging location selection and capital introduction to speed up construction.

On the other hand, researcher Wang Qing of the Development Research Center of the State Council also gave his opinion on the development of new energy vehicles. “I personally think that the government should support the development of new energy vehicles from three aspects. First, to increase the proportion of new energy vehicles in government procurement and official vehicles, so as to play a good demonstration effect. Second, the basic The construction of facilities, such as the construction of charging piles, will increase the convenience of consumers' car use, and sales will follow.Third, purchase tax, consumption tax, etc. The exemption of purchase tax for new energy vehicles allows consumption. The government has obtained practical benefits. In addition, the government can adjust the industrial structure of sales of new energy vehicles and traditional fuel vehicles in the market by adjusting the consumption tax incentives, and ultimately realize the goal of energy conservation and environmental protection."

Indeed, under the general goal of “achieving sales of 500,000 new-energy vehicles by the end of 2015”, new energy vehicles must develop rapidly and benignly, and the central government must also introduce more effective measures from a macro perspective in order to break local protectionism. The status quo, and speed up the construction of new energy vehicles supporting measures.

However, Dong Yang, executive vice chairman and secretary general of the China Association of Automobile Manufacturers, also worried that there are some major leap forwards in the current process of large-scale promotion of new energy vehicles. Therefore, he believes that investments in new energy vehicles and their related industrial chains are more difficult than in the traditional automotive industry, and both companies and local governments must be careful. Local governments should consider the overall situation and avoid duplication of construction. At the same time, they must strictly control the management and environmental protection. In particular, local governments must abide by the economic laws and must not only look at the immediate situation, but also give companies unreasonable preferential policies in order to pull projects.