The hottest new energy vehicles move from policy a

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New energy vehicles: from policy advantages to consumption advantages

on March 26, the Ministry of finance, the Ministry of industry and information technology, the Ministry of science and technology and the national development and Reform Commission jointly issued the notice on further improving the financial subsidy policy for the promotion and application of new energy vehicles. The notice showed that the financial subsidy for the promotion and application of new energy vehicles in 2019 was "halved", which had a great impact on vehicle enterprises

the reduction of state subsidies is the killer mace to force new energy vehicles to move from policy advantages to consumption advantages. Previously, some new energy vehicle enterprises lay in the arms of the national subsidy policy and did not want to make progress. The lack of endogenous power affected the docking of new energy vehicles with the market. On the contrary, it has a negative impact on those new energy vehicle enterprises that adhere to technology research and development and increase development investment, which is not conducive to the formation of a benign market competition environment for new energy vehicles

The report of the National Audit Office on the audit of the implementation of the central budget and other financial revenues and expenditures for the production of high-performance lightweight thermoplastic honeycomb core materials and sandwich panels in 2016 directly points to the problems existing in the promotion of new energy vehicles, which discloses the high subsidy standards for new energy vehicles. The cases of car companies defrauding new energy subsidies can be easily found. This prompted major changes to the top-level design of the policy

the declining subsidy policy will promote the reshuffle of the new energy vehicle industry. Those state-owned new energy enterprises that blindly rely on national financial subsidies will find it difficult to muddle through. The new policy forces them to choose between increasing technology investment or exiting the industry. And those new energy vehicle enterprises that focus on technology research and development and build core technological competitiveness will continue to exert their efforts

it is noteworthy that although the financial subsidy policy has declined, the state is still encouraging vehicle enterprises and related enterprises to improve the energy density of the power battery system of new energy vehicles, the energy consumption requirements of the whole vehicle, and the driving range of pure electric passenger vehicles. The notice requires that vehicles with a endurance of less than 250km will not be able to enjoy subsidies, vehicles with a endurance of 250km (inclusive) to 400km will enjoy a single vehicle subsidy of 18000 yuan, and vehicles with a endurance of more than or equal to 400km will enjoy a single vehicle subsidy of 25000 yuan

it is not difficult to see that the adjustment of the subsidy policy for new energy vehicles is to grasp the key of new energy vehicles and the pain point of market consumption. For a long time, the biggest obstacle to the development of the new energy vehicle industry is the endurance capacity, and the biggest short board is the battery. Imagine driving a new energy vehicle but feeling scared. Once the power is cut off, there is no charging pile on the roadside, and the car is "Crouching" on the halfway. Why

in view of this, new energy vehicle enterprises have begun to increase their sales by 2 After building a batch of high-level new materials research institutes on a large scale, we should consider strengthening the construction of supporting facilities, so as to make up for the shortcomings of new energy vehicles, especially pure electric vehicles, in terms of endurance mileage, lengthen the travel radius of new energy vehicles, improve the use frequency, and solve the fundamental problems such as consumers' charging anxiety and mileage entanglement. In this way, the advantage of low use cost of new energy vehicles will be more prominent. At that time, new energy vehicles will naturally capture the hearts of more consumers because of their low price and low cost compared with traditional vehicles

the good news is that in 2018, with the overall decline of the industry, new energy vehicles became an important highlight to boost the confidence of the car market. According to the statistics of China Automobile Association, the sales volume of new energy vehicles in China reached 1.256 million in 2018, with a year-on-year increase of 61.7%. At the same time, since the glass fiber content in the final products of China Automobile Association has reached 55%, it is predicted that China's new energy vehicles will sell 1.6 million vehicles in 2019

prepare for a rainy day. In fact, many car companies had countermeasures to stabilize the market before the new energy subsidy policy declined

many auto companies, such as Xiaopeng automobile, Weima automobile and Weilai automobile, rushed to appease customers before the new policy of new energy subsidies was introduced, stating that the subsidies given to consumers in the form of "factory subsidies" would remain unchanged. At the same time, Xiaopeng automobile also seeks to be listed on the science and technology innovation board for a new round of financing

however, some insiders pointed out that according to the current market response, it is no longer sustainable to try to keep the price unchanged by "factory subsidies" like this, and the collective price rise of the industry will become inevitable

in short, the decline of the new energy policy will be a survival of the fittest for the new energy vehicle market. In the new energy vehicle industry, enterprises that get into trouble will be unsustainable. Enterprises that can survive will win the market and move from policy advantage to consumption advantage

Copyright © 2011 JIN SHI