New energy car subsidy fear advances in advance or with vehicle and battery performance hook

ଲେଖକ: ଆଇଫ୍ଲୋପାୱାର - Fa&39;atauina Fale Malosi feavea&39;i

On November 15th, the new energy car subsidy will restroom in advance in 2018, which triggers the stock of the car block stock. As of the reporter, Jinlong car down, Yutong Bus, Xu Sheng shares fell near 7%, BYD, Fu Lin Jing, Po Long Technology, Weichai Power, Guanghui Automobile, etc. The reporter got a message from many parties.

At present, the new energy car subsidy is still in the discussion stage, but the final result is not necessarily a knife, which may be related to the performance of the vehicle. Subsidies reduce rumors actually, according to the subsidy methods issued by the Ministry of Finance, the Development and Reform Commission, the Ministry of Industry and Information Technology, 2017-20%, 2016, 2016, 2016, 2016, 2016, etc. 40% down.

In the latest rumors, the 2019 subsidy decline will be implemented in advance in 2018. A person in charge of a new energy car company that is unwilling to name, said that the rumor is indeed related to the resurface of new energy car subsidies in 2018, but whether the subsidy of 2018 is still in the discussion stage, and final subsidy methods may be and vehicles. And battery performance hook, sub-file, subsidy standard.

Cui Dongshu, secretary general of the National Passenger Car Market Information, Cui Dongshu, new energy car subsidies may be possible to have a variety of resurgence, but it is more hope that the actual subsidy is reduced by promoting subsidies, and realizes the new energy vehicle. Struggle. It is understood that in December 2016, after the first phase of the new energy fraud national investigation, the national regulatory actions of the new energy industry were started, and a new subsidy supervision system was started by the first phase of the new energy fraud.

2017 officially implemented. Passenger cars and other passenger cars and other commercial car companies such as Yutong, Ankai, and Zhongtong have a poor people, and the net profit has more than 20% of the two digits decline. In the first half of 2017, the general decline in new energy car sales is predictive.

Next, the financial subsidy funds that the car enterprises will get more and fewer, depending on the subsidies to support new energy vehicles, and even the entire car enterprise passed the car. The path will be more and more difficult to walk. According to the industry, from a big trend, the new energy subsidy will not prevent it, but the development of new energy is also the future trend.

In the past, new energy subsidy policies were encouraged to "pulled" new energy development, and now "double points" and other policies are in the back "Spirit Push" new energy. Policy dependence is actually, the rumors of adjusting new energy car subsidies have attracted the attention of industry insiders. Dong Yang, executive vice president of my country Automobile Industry Association, made recommendations on electric vehicle subsidies, hoping that the relevant departments hit the resurface of subsidizes in accordance with the past commitments.

Dong Yang said that the company's product planning is based on market conditions, including the technical level, subsidies required, and probable costs and prices. The subsidy is not performed according to the plan, will disrupt the rhythm of the company, affecting product sales. The industry believes that under the promotion of national subsidies, the new energy vehicle field is developing, but the new increasing new promotion of its technology is not obvious.

Future New Energy Car subsidies can be similar to the calculation method similar to "Dual Integral" policy, based on battery life and battery energy density. The data released by my country Automotive Industry Association showed that the cumulative production and sales of new energy vehicles were 517,000 and 490,000, up 45.4% year-on-year.

Despite the development of new energy vehicles, it is still necessary to support the policy. New energy vehicles have basically originated from policies in the past few years. The reporter learned that the fierce competition in the new energy vehicle field has changed the new energy pattern.

In order to respond to subsidies and competition, BYD announced that it will enter the field of low-speed economy-type electric vehicles, which will develop small electric vehicles below 100,000 yuan. Northern Automobile New Energy also sells a lower price of economic electric vehicles as an important product direction of future. Under the catalysis of new energy subsidies, the market strategy of industry integration and independent brands is about to rapidly staged the experts of the automobile market.

From the future trend, consumers who choose new energy vehicles will be more and more, overall It is said that the trend of traditional fuel vehicles is irreversible; but short time to medium-term, electric vehicles will maintain smaller market share. Therefore, the rise in the current stage is supported by policy, but this is not sustainable. New energy subsidies will refer to new energy is about to achieve marketization, but this new energy does not have the process of transfusion into hematopoietic processes, hoping to call on the government to further support new energy, which is conducive to the production and consumption of new energy vehicles.

Industry integration, the resource integration is inevitable, and the industry is generally believed that the adjustment of the national new energy passenger car subsidy policy has improved the threshold of new energy bus industry, which is beneficial to accelerate the elimination of zombie companies and operate inefficiencies, and promote the performance of the industry. It is worth noting that in December last year, the official website of the Ministry of Finance announced the Notice of the Ministry of Finance Science and Technology Ministry of Finance and Information Technology and the Adjustment of New Energy Motors (hereinafter referred to as "Notice"). The dynamic lithium battery adopted by the new energy vehicle has made a clear requirement.

In addition, the "Notice" improves the subsidy threshold for new energy vehicles, and has established a punitive mechanism, and the subsidy amount is sluggling. 2019 to 2020, the central and local subsidy standards and ceiling, with a 40% scale on the current standard. The "Notice" has improved the promotion application subsidy policy, which clearly improves the threshold of the recommended model directory and dynamic adjustment.

This means that if the power lithium battery is not up to the standard, the new energy car cannot get the corresponding subsidy. It is understood that on December 30, 2016, the new subsidy standard of the power lithium battery was introduced. Based on the hard indicator of the endless mileage, the unit load quality energy consumption, the new subsidy coefficient is included in the system energy density, the energy density of the bus system must not be less than 85Wh / kg, the passenger car is not less than 90WH / kg.

And the subsidy is further resurrected. The amount of subsidies and battery capacity hooks, the pure electric passenger car for more than 10 meters of the vehicle is up to 30,000 yuan, and the local government supporting subsidies must not exceed 50% of the central subsidies. Today, my country's new energy vehicle power lithium battery industry has entered a rapid development period, and many leaders have a big breakthrough in powerful lithium battery core technology, with strong international market competitiveness.

From the production and sales, the sales of lithium-ion batteries in my country account for more than half of the world. More importantly, in the current development speed of my country's lithium industry, my country's share will continue to rise. Yan Jinghui believes that the new energy car subsidy should be rested, but the government has always supported the development of new energy vehicles according to the rhythm.

II face the resurface of new energy car subsidies, the company must firmly develop the government's strategy and orientation, further develop, improve product quality. .