Controversy still exists in the policy rescue market: "Energy Conservation Planning" needs careful introduction

Recently, the Ministry of Industry and Information Technology (MIIT) issued a notice on its official website that the free-vehicle tax for new energy vehicles was formally implemented on January 1, 2012. However, for energy-efficient vehicles, the tax for vehicles and boats is halved.

"Although the intensity of this encouragement is not great, it has transmitted a signal. Afterwards, the government will have other preferential policies that will be issued in succession." The reporter called the mainstream domestic automobile manufacturers, and their relevant responsible persons generally responded.

According to the reporter, after the "Energy Conservation and New Energy Vehicle Industry Development Plan" ("Planning") was not passed at the State Council's office meeting in November last year, it is expected to be formally attended. However, some details of the encouragement policies in the "Planning" may have been discussed. Made some changes, informed sources, this policy is expected to be introduced at the end of the year.

With regard to the new energy incentive policy, there are different voices in the industry. Most manufacturers are in favor of promoting the development of new energy vehicles by means of state subsidies. However, it was criticized by some people in the industry.

Regarding the domestic subsidy policy for private purchases of new energy vehicles, Pan Jiahua, director of the Institute of Urban Development and Environment of the Chinese Academy of Social Sciences, believes that “it is impossible to use taxpayer’s money to supply certain consumers. As a result, new energy vehicles have become a luxury, causing waste of resources."

The existence of different voices made the relevant departments very cautious about the introduction of the "plan." Informed sources said that the "Regulations" may be subsidizing new energy vehicles at the same time, but also will reduce the overall average fuel consumption of car companies.

In fact, not long ago, the Ministry of Industry and Information Technology released the “Measures for Calculating the Average Fuel Consumption of Passenger Vehicles” (hereinafter referred to as the “approach”). The third phase of the fuel consumption limit will be fully implemented in 2015 and will be 20% lower than the second phase. , up to 7L/100km

Although policy subsidies are very important to the development of new energy vehicles, at this stage, the development of new energy vehicles still faces many hurdles. This is also the real reason for the careful introduction of "Planning".

Local support for policy support In June 2010, the Ministry of Finance, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, and the National Development and Reform Commission jointly issued the “Circular on the Implementation of Private Subsidy for the Purchase of New Energy Vehicles,” and confirmed it in Shanghai, Changchun, Shenzhen, Hangzhou, and Hefei. Five other cities started private subsidies for the purchase of new energy vehicles.

The subsidy standard is determined based on the energy of the power battery pack. New energy vehicles that meet the conditions are subsidized at 3,000 yuan/kWh. The plug-in hybrid passenger car has a maximum subsidy of 50,000 yuan for each vehicle, and a subsidy of 60,000 yuan for a pure electric passenger car. "Shanghai's subsidy policy has not yet been approved, mainly because of the impact of the Shanghai license auction system." Informed sources revealed.

According to informed sources, "According to the meaning of the relevant departments of the country, we hope that Shanghai's incentive policy for new energy vehicles will begin with the release of licenses."

On November 10th, 2011, the four ministries and commissions jointly issued a document issued by the Finance and Industry Administration Office [2011] No. 149 to bring more policies and benefits to new energy vehicles. For example, “the pilot cities have studied and formulated new policies while implementing the central pilot policy. The energy car demonstration and promotion encouragement policy will be implemented to eliminate the restriction measures such as license plate auction, Yaohao, limit line, etc."

Shanghai began to implement a photo auction system in 1994. In recent years, Shanghai's license price has remained at around 50,000 yuan. Using license plates as incentives for energy conservation and emission reduction in Shanghai, the Shanghai Municipal Government had previously conducted research projects. After the six ministries and commissions of the State Council issued the "Opinions on Encouraging the Development of Small-displacement Vehicles" at the end of 2005, Shanghai was led by the Shanghai Economic Commission, and the Shanghai Automotive Industry Association, the Shanghai Municipal Technical Supervision Bureau, and the Shanghai Municipal Standardization Association and other departments jointly formulated the " Energy-saving and environment-friendly small-displacement vehicle technical conditions (hereinafter referred to as "standards").

And in the subject “Standards” supporting the “Research on policies and measures for encouraging the development of energy-saving and environmentally friendly small-displacement vehicles”, the expert group that researched the topic also put forward a series of purchases of energy-saving small-displacement vehicles. The preferential policies, including the halving of the license price, have not been approved by the relevant departments of the Shanghai Municipal Government.

"Subsidies will come sooner or later." Some Shanghai automotive policy researcher told reporters, "In order to promote sales in Shanghai, many manufacturers implement the policy of subsidizing the purchase of new energy vehicles, and dealers will pay for subsidies before they wait. And return to the dealer.”

Policy promotion has little effect on private consumption. The proportion of privately-owned new energy vehicles in Shanghai is still low. According to data released by the Shanghai Jiading District, as of the end of last year, no more than 20 private users of new energy vehicles were purchased.

Shanghai is not the case. Even if the subsidized city has already been implemented, the proportion of private purchases is still not high. Shenzhen, which first implemented private purchase subsidies, has so far sold only 500 vehicles. Electric vehicles in Hangzhou are almost "zero sales" for individuals.

Ordinary consumers are not enthusiastic about new energy vehicles. Liu Yuyang, a principal researcher at the Samsung Institute of Economics in China, said that new energy vehicles face a critical turning point in China and that China’s support for new energy vehicles has surpassed that of developed countries, but apart from government procurement, China rarely has private purchases of electric vehicles.

New energy vehicles are almost all driven by the enthusiasm of the government. According to media statistics, in 2012, a total of nearly 80,000 vehicles were forecasted to be launched by local governments under the promotion of administrative forces. Among them, 4,500 vehicles are expected to be on the road this year in Shenzhen, and Hefei and Hangzhou have pushed this annual target to more than 20,000 vehicles. .

How new energy sales increase local government enthusiasm for new energy vehicles is mainly due to policy pressure. In November 2011, four ministries issued a document to promote the development of the industry, and introduced the elimination mechanism for the demonstration and promotion of new energy vehicles. After that, the enthusiasm for the promotion of new energy sources has rapidly increased.

Although private consumption is still very low, our government departments have high expectations for new energy vehicles. The "Twelfth Five-Year Development Plan for China's New Material Industry" was formally released recently. According to the 16,000-word plan, the cumulative production and sales of new energy vehicles in 2015 will exceed 500,000.

As early as September 30, 2009, Vice Chairman of the National Committee of the Chinese People's Political Consultative Conference and Minister of Science and Technology Wan Gang stated at the press conference that it is expected that by 2012, more than 60,000 new energy vehicles will be put into use. Compared with the expected target, the current domestic market for new energy vehicles is not optimistic.

According to the 2011 “Automobile Economic Operation in 2011” issued by the China Association of Automobile Manufacturers, in 2011, the automobile manufacturers produced 8,368 new energy vehicles, including 5,655 pure electric vehicles and 2,713 hybrids; sales of new energy 8159 vehicles, of which: 5579 pure electric vehicles, hybrid 2580 vehicles, the status quo and the above goals have a big gap.

"With the promotion of policies and subsidies, some demonstration projects have achieved certain results, but new energy vehicles still face many hurdles. Compared with traditional gasoline vehicles, the cost of purchasing electric vehicles is high. Even with subsidies, private purchases The proportion will not be very high. In addition, the most important thing for private purchases is to solve the charging problem,” said Shi Wenkai, CEO of Gasgoo.com.

The current charging mode used by domestic electric vehicles takes 6 to 8 hours to fill up, and consumers can drive at night to charge at night. However, the real problem is that consumers need at least a rechargeable garage, and although the fast charging mode only takes 20 minutes, it will damage the battery in the long run.

"The reason is that there are few models, high acquisition costs, unstable performance, and imperfect infrastructure all affect the development of new energy vehicles." The head of a new energy company also told reporters that this situation will come along with the gradual listing of new products. Gradually change.

Companies that are looking for policies have begun to seize the opportunity of the new energy vehicle market. For example, on February 28th, Shanghai Automotive Group and Shanghai International Automobile City (Group) Co., Ltd. signed a strategic cooperation agreement for demonstration and promotion of new energy vehicles in Shanghai. Cooperation framework for the demonstration and promotion of new energy vehicles.