RCCN WeChat QrCode
Mobile WebSiteNew energy vehicles local subsidies for the New Deal. In addition to Shanghai, which has already announced relevant measures earlier, the first-tier cities have released a new subsidy for new energy vehicles in addition to Shenzhen. From the content point of view, Beishangguang's subsidy for new energy vehicles and national subsidies are synchronized, maintaining a steady decline. Experts believe that this is conducive to the development of the industry. At the same time, the further opening of the domestic market and the development trend of the global industry will profoundly affect the development of China's new energy automobile industry.
Central and local new energy vehicle subsidies are simultaneously declining
According to the Beijing New Energy Vehicle Subsidy New Deal, the city-level subsidy for new energy vehicles will be arranged according to the ratio of the central and local ratios of 1:0.5. The automobile enterprises or sales organizations apply for the central and municipal financial subsidies, and the total amount does not exceed 60% of the vehicle sales price. . Considering that state subsidies are on the decline, maintaining this ratio means that local subsidies will also fall back simultaneously, neither fast nor slow.
Cui Dongshu, secretary-general of the National Passenger Car Market Information Association, believes that this will help maintain stable development of the industry. The retreat is a big trend, and Beijing's retreat method has some wait-and-see attitudes on whether the local government will continue to support new energy vehicles in 2019 and 2020.
On the same day that Beijing announced the New Deal, the Guangzhou Municipal Development and Reform Commission also issued an opinion that local subsidies for pure electric vehicles will be granted in proportion to not more than 0.5 times the state subsidies. Shanghai's subsidy standards are basically the same.
Policy guides enterprises to develop more advanced technologies
It is worth noting that the state subsidies take into account the cruising range of new energy vehicles, battery energy density and vehicle energy consumption. Last year, the best-selling market in the market, accounting for more than 70% of the total, is the so-called "occupation car" with a life of 150-200 kilometers. This year, after June 11th, the "occupation car" is almost gone in the market, basically the battery life is more than 300 kilometers, which means that the formulation of the policy wants to guide the enterprise to develop in a more advanced technology direction.
Behind the subsidy retreat is the change in the development trend and pattern of the global new energy auto industry. According to the data of the Ministry of Industry and Information Technology, the production and sales of new energy vehicles in China have ranked first in the world for three consecutive years. The technical level of the industry has improved significantly and the industrial system has been basically established. Cui Dongshu said that the advantages of differentiation have been formed at home and abroad. China has the advantage of comprehensive cost performance in some areas of pure electric, but there is a certain gap between the key design and performance design of the automobile and the world advanced level, especially the parts system, which is not strong enough at present.
New energy vehicle market is further open
Facing the further opening of the new energy vehicle market, Yang Zhao expects that the complementarity of the Chinese and foreign industrial chains will bring prosperity to the entire new energy automobile industry. China's entire industrial chain is the most comprehensive and largest in the world. Therefore, after foreign capital comes, it is inseparable from China's supply chain. In fact, the more foreign capital comes in, the more fierce the market competition will be, and the industrial chain will be more prosperous
New energy auto companies should actively integrate into global value chains
The core technology of traditional fuel vehicles is concentrated in three major parts: engine, gearbox and chassis. New energy vehicles are obviously different. The current core competitiveness lies in cruising range, charging time and service life. It can be seen that battery technology is very important. From a certain perspective, whoever has the battery, who has mastered the new energy vehicle. For most new energy vehicle manufacturers, it may not be realistic to directly produce their own power batteries. More companies still have to choose various forms of cooperation with battery research and development institutions and manufacturers. For example, jointly set up a battery research and development production center, or joint venture, open procurement, and deep integration.
In addition to batteries, the drive systems and electronic control systems for new energy vehicles are also mainly based on international supply and support. Therefore, in order to accelerate the development of new energy vehicle enterprises in China, we must actively integrate into the global value chain, integrate the world's best quality resources, and enhance international competitiveness through integrated development.
