The prospect of new energy vehicles is still watching flowers in the fog?


Perhaps, for the development of new energy vehicles in China, only the innovative listing model and the more market-oriented approach will not be able to make the outside world feel the fog again.

After many months of waiting, the second round of new energy vehicle promotion programs finally landed. This is undoubtedly a boost for the development of new energy vehicles.

According to the “Energy Conservation and New Energy Vehicle Industry Development Plan (2012-2020)” goal, China’s cumulative production and sales of pure electric vehicles and plug-in hybrid vehicles will reach 500,000 by 2015; by 2020, pure electric vehicles The plug-in hybrid vehicle has a production capacity of 2 million vehicles and a cumulative production and sales volume of more than 5 million.

However, after the end of the first round of new energy vehicle promotion programs, it is far from the above goals. According to relevant data, in March of this year, the number of new energy vehicles in 25 model cities in China was about 40,000, compared to 27,432 vehicles at the end of last year, which increased 12,000, and charging piles were more than 8,000.

Today, the issuance of the "Notice" will undoubtedly accelerate the stimulation of the market to go faster. However, to achieve the mid-term goal for 2015, it is still time to verify.

Compared with the first round of promotion programs, the "Notice on Continuing the Work of Promoting and Using New Energy Vehicles" has also made a relatively large adjustment, mainly focusing on some problems encountered in the first round of promotion programs.

First, the restrictions on pilot cities were liberalized. In addition to the 25 pilot cities before, the new policy allows cities or regions to apply for demonstration sites, and only needs to meet relevant conditions, including “2013-2015, mega-sized cities or key areas of new energy vehicles. The total amount of promotion is not less than 10,000 vehicles, and the cumulative promotion volume of other cities or regions is not less than 5,000."

This also means that the development trend of new energy vehicles, from the 25 demonstration points to "full bloom", to stimulate the enthusiasm of local governments can quickly increase the amount of possession in a short period of time. Moreover, the "Notice" clearly requires that vehicle purchases in pilot cities, government agencies, public institutions and other fields should be tilted toward new energy vehicles, and the proportion of newly added or updated public transportation, public service, logistics, and environmental sanitation vehicles should not be less than 30. %.

In addition, the "Notice" also solved two problems. The first was the method of distribution of subsidized funds. Consumers paid after deducting subsidies according to sales prices. The central government allocates the subsidy funds to new energy automobile production companies, and implements quarterly advances and annual liquidation. After the product is sold, the manufacturer submits a pre-funded application for the subsidy funds to the financial and science and technology departments where the enterprise is registered at the end of each quarter. The local finance and science and technology departments shall report to the Ministry of Finance and the Ministry of Science and Technology after the review. After the four ministries and organizations have reviewed and approved the funds, they will be allocated funds for the relevant enterprises.

Moreover, the "Notice" also broke local protectionism and clearly stated that the number of foreign brands in the vehicles for promotion and application should not be less than 30%, and no obstacles should be set or disguised to restrict the purchase of foreign brand vehicles. In fact, this provision is to some extent the legitimization of local protectionism. From another point of view, this is also an effective method at present. On the one hand, it can stimulate the enthusiasm of local governments, and it can also break the situation where new energy vehicles are locked up.

However, despite the introduction of the New Deal, a survey conducted by a website shows that 34.7% of consumers still believe that "subsidy is not big enough, and their sincerity is not good." And nearly 25% of consumers will think that just looking at the excitement, there is no I thought about buying an electric car. It shows that new energy vehicles still have great confusion for ordinary consumers.

According to the contents of the "Notice", it can be seen that, in the next three years, new energy vehicles have started to take a difficult turn in the private market, and the policy has simply reversed its direction, stimulating areas that have relatively mature objective conditions. In terms of how to stimulate private cars, apart from the changes in subsidy methods and the clear repricing of prices, there are no specific measures to stimulate companies to develop new business models.

In the long run, how to tap the private market with greater potential is the key to the development of new energy vehicles. At the Tianjin Forum earlier this month, Minister of Science and Technology Wan Gang also pointed out clearly that it is necessary to break through the traditional automotive application methods and business models, and to promote new energy vehicles in the context of the development of green transportation and the transformation of emerging industries, and focus on creating new models. Cultivating new markets. Perhaps, for the development of new energy vehicles in China, only the innovative listing model and the more market-oriented approach will not be able to make the outside world feel the fog again.

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