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Beijing and Shanghai cancel the filing system for the new deal of new energy vehicles and remove the biggest obstacle to local protection

recently, the Beijing Municipal Commission of science and technology announced the administrative measures for the promotion and application of new energy vehicles in Beijing (hereinafter referred to as the measures) at its official meeting. The measures clearly stipulates the promotion and application of new energy vehicles in Beijing in the next three years

according to the previous relevant policies, enter the technical parameters of industrial deformation measurement: pure electric vehicles whose deformation measurement index parameters have the measurement range and the list of new energy vehicle promotion catalogue of the Ministry of information technology and technology need to apply for filing in Beijing. After passing the application, they can be sold and licensed in Beijing and enjoy the relevant financial subsidy policies of Beijing. Now, the "filing system" stipulated in the previous policy has disappeared from the "measures", which also means that the catalogue/filing that is most criticized by local protectionism has been cancelled

coincidentally, previously, the words "Catalogue" and "Filing" were not included in the "notice on the 2018 Shanghai operation procedures to encourage the purchase and use of new energy vehicles" issued by the Shanghai Municipal Economic and Information Commission and the Shanghai new energy vehicle promotion leading group office

catalogue/filing is no longer mentioned.

before the introduction of the measures, Beijing's policies for the promotion and application of new energy vehicles included the Beijing Administrative Measures for the demonstration and application of new energy passenger cars (revised in 2015) and the Beijing Administrative Measures for the promotion and application of new energy commercial vehicles (JKF [2017] No. 123). The former clearly stipulates that the demonstration and application of new energy passenger cars (hereinafter referred to as "new energy passenger cars") as mentioned in these Measures refers to small and micro pure electric drive passenger vehicles that have been filed in Beijing, including pure electric vehicles and fuel cell vehicles

in the measures, there are no relevant requirements for filing, which means that after the local catalogue, the filing system has also been cancelled. Previously, among the local protectionism issues mentioned by car companies, the local catalogue/filing is one of the most important issues, especially when foreign enterprises enter the local market, they are often blocked by the local catalogue/filing. Many enterprises report that some urban subsidy policies are first out, but the specific requirements for filing often lag behind, and the time spent on filing applications is also variable, ranging from 2 to 3 months for a short time, to 6 months or even more for a long time, Sometimes, local governments will suddenly adjust policies, resulting in the extension of the time for filing applications

Zhang Chengbin, director of the research and consultation department of the China Electric Vehicle Association, believes that the release of such information by the two representative cities is a great progress compared with the past, and is a great benefit to eliminate local protectionism

the Ministry of finance, the Ministry of industry and information technology, the Ministry of science and technology, and the national development and Reform Commission recently issued the "notice on adjusting and improving the financial subsidy policy for the promotion and application of new energy vehicles" (hereinafter referred to as the "notice"), which has clearly required the elimination of local protection and the establishment of a unified market. All regions shall not take any form of local protection measures, including but not limited to setting up local directories or filing, limiting the distribution of subsidy funds, repeated inspection of new energy vehicles, requiring manufacturers to set up factories locally, requiring vehicle enterprises to purchase local parts and components, and other measures. Obviously, the policy changes in Beijing and Shanghai are a kind of support and response to the notice, which will set a wind vane for the upcoming local policies of other local governments

"plug-in hybrid" is still treated differently

although the two places no longer have requirements for catalogue/filing, plug-in hybrid vehicles have been treated differently

plug in hybrid vehicles have been excluded from the promotion and application scope of several relevant policies issued by Beijing before, and there is still no exception this time. Article 2 of the measures clearly stipulates that the new energy vehicles mentioned in these Measures refer to pure electric vehicles and fuel cell vehicles that are licensed to be sold in China according to law

Shanghai has also lowered the local subsidy standard for connecting plug-in hybrid electric vehicles: for qualified pure electric vehicles, the city will be given a financial subsidy of 1:0.5 in accordance with the central financial subsidy; For qualified plug-in hybrid electric (including incremental program) passenger cars with an engine displacement of no more than 1.6 liters, the city will be given a financial subsidy in accordance with the central financial subsidy of 1:0.3. The subsidy ratio decreased from 1:0.5 to 1:0.3

many people have called for that since plug-in hybrid power belongs to the category of new energy vehicles, there is no reason not to be included in the scope of promotion and application. The notice also clearly stated that all regions should implement supporting measures such as free travel restrictions, free purchase restrictions, and issuance of special license plates for new energy vehicles, without discrimination, for new energy vehicle products listed in the vehicle production enterprises and products announcement

it is not difficult to understand the content of the "notice". As long as it is included in the "vehicle manufacturers and products announcement", whether pure electric vehicles, plug-in hybrid vehicles or fuel cell vehicles should be treated equally. However, the measures did not release plug-in hybrid vehicles

in this regard, a relevant person from BYD told: "this is expected, and it is no surprise." In Zhang Chengbin's view, compared with pure electric vehicles and hydrogen fuel vehicles, plug-in hybrid vehicles involve emission problems, and the government will have concerns when the pressure on environmental protection increases sharply. The future development of plug-in hybrid electric vehicles depends on two points. First, it depends on the perfection of charging infrastructure. If it is convenient to charge, people will give priority to electricity from the perspective of economy, rather than burning oil without electricity; Second, look at the development of power battery technology. If there is a major breakthrough in power battery technology and the driving range is greatly increased, it may not burn much oil, and the emission problem of plug-in hybrid vehicles can be well solved

local subsidies are likely to decline.

it is worth noting that article 3 of the measures stipulates that the city encourages the purchase and use of new energy vehicles, and the relevant financial subsidy policies of the city will be studied and formulated separately with reference to the notice. In the previous relevant promotion and application management measures, fiscal subsidy policies will generally be introduced at the same time. This "separate provisions" is obviously affected by the notice

the notice stipulates that according to the new promotion subsidy scheme and product technical requirements, the subsidy for new energy passenger cars and new energy passenger cars will decline by 30%, and the subsidy for new energy trucks and special vehicles will decline by 60%. The transition period is from February 12, 2018 to June 11, 2018. During the transition period, new energy passenger cars and new energy passenger cars licensed are subsidized by 0.7 times the corresponding standard in accordance with the notice on adjusting the financial subsidy policy for the promotion and application of new energy vehicles to complete experiments such as pipe ring stiffness, ring flexibility, flattening, zigzag, weld stretching, etc., new energy trucks and special vehicles are subsidized by 0.4 times, and the subsidy standard for fuel cell vehicles remains unchanged

the notice also mentioned that local governments should continue to strengthen infrastructure construction and improve the use environment of new energy vehicles, and gradually turn the subsidy funds for local purchase of new energy vehicles into supporting the construction and operation of charging infrastructure, the use and operation of new energy vehicles and other links from 2018

from the notice, it is not difficult to see such a trend that subsidies should further decline, and should be transferred to the operation and use links. Is it possible that the proportion of local subsidies may also decline? Zhang Chengbin believes that Shanghai has reduced the subsidy ratio of plug-in hybrid electric vehicles to 1:0.3, and maybe other cities will adjust the local subsidy ratio according to their own situation, because with the rapid growth of the promotion and application of new energy vehicles in the period of strategic opportunity, local finance is facing great pressure. "The financial expenditure is limited, and the increase in the number of vehicles naturally requires that the subsidy amount of single vehicles be reduced, or decline according to the quantity, which also forces enterprises to improve their technical strength and reduce 4. The light bar structure is simple and easy to process; it reduces the manufacturing cost; it reduces the product cost and gets rid of the subsidy dependence." Zhang Chengbin said

car companies should really plan for the days without subsidies

the complete decline of subsidies has entered the countdown. When car companies break their fingers to calculate how much subsidies they can get for their models, they should also consider how to continue to maintain the competitiveness of their products in the days without subsidies. This is not an easy topic

the subsidy dependence of car enterprises is not easy to get rid of at the moment. The author is more willing to give several examples to illustrate this problem. Take the third quarter of last year as an example, the net profit of some commercial vehicle enterprises fell by more than 20%, similar to the announcement of a bus enterprise that "lost nearly 30million yuan in the first half of the year and receivable subsidies for new energy vehicles reached 2.24 billion yuan", which is almost the standard explanation for the decline in the profits of these commercial vehicle enterprises

the situation of passenger car enterprises is similar. The sales volume of a new energy vehicle enterprise in the north in 2017 nearly doubled compared with that in 2016, but the profit decreased significantly. The same is true of a new energy vehicle enterprise in the south. Although the sales volume in 2017 increased year-on-year compared with 2016, the profit has changed from a large increase to a decline, which makes people sigh

in principle, with the growth of new energy vehicle sales, the single vehicle cost should show a downward trend, and the decline of national financial subsidies year by year belongs to the established policy, so car enterprises will not have the strange phenomenon of large increase in sales and reverse decline in profits. In fact, it is not surprising to carefully analyze the reasons

the author believes that one of the important reasons for this is that car companies do not do a good job in reducing costs. For example, when the subsidy of a new energy vehicle enterprise declines, its micro electric vehicles account for the vast majority of the total sales. What is the reason? Is it the production of low-end models to ensure sales under the background of declining subsidies? We should know that the profit of low-end models is quite different from that of medium and high-end models, and the technical content is relatively low. This is by no means the value pursuit of an automobile enterprise

it has to be said that the development strategies and product strategies of many car companies have been affected by subsidies, and even "production for subsidies", which is not the original intention of developing new energy vehicles. Subsidies are only a means of early development. Chinese automobile enterprises should think more about how to occupy a place in the market when subsidies are completely declining

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