Beijing and Guangzhou both issued new policies on local subsidies for new energy vehicles Tuesday, the voice of the economy, Tianxia finance and economics reported. In addition, Shanghai, which has announced relevant measures earlier, has announced new policies on local subsidies for new energy vehicles in all the first tier cities except Shenzhen. From the content point of view, the subsidy standard of beishangguang for new energy vehicles is in line with the national subsidy, maintaining a steady decline trend. 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 global industrial development trend will deeply affect the development of China's new energy automobile industry.
Central and local subsidies for new energy vehicles have declined simultaneously
According to the new policy of subsidies for new energy vehicles in Beijing, the municipal subsidies for new energy vehicles shall be arranged according to the ratio of 1:0.5 between the central government and the local government. Automobile enterprises or sales agencies shall apply for financial subsidies from the central government and the city, and the total amount shall not exceed 60% of the vehicle sales price. Considering that state subsidies are declining, maintaining this proportion means that local subsidies will also decline simultaneously, neither fast nor slow.
Cui Dongshu, Secretary General of the national passenger vehicle market information Federation, believes that this is conducive to maintaining the stable development of the industry. The downslope is a big trend, and the way of Beijing's downslope, under the current situation of relatively tight lottery, makes everyone have some wait-and-see 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, Guangzhou Municipal Development and Reform Commission also issued opinions, which will give local subsidies to pure electric vehicles in the proportion of no more than 0.5 times of the national subsidy, and the subsidy standard in Shanghai is basically the same.
Policies guide enterprises to develop more technology
It is worth noting that the national subsidy takes into account the endurance mileage, battery energy density and vehicle energy consumption level of new energy vehicles. Yang Zhao, BYD's director of public relations, told reporters that this means that if the technology of car companies is good enough, this year's subsidy may be higher than last year's. Last year, over 70% of the cars sold in the whole market were so-called "Zhanhao" cars with a range of 150-200 kilometers. This year, after June 11, "Zhanhao car" has almost disappeared in the market, with a range of more than 300 kilometers. That is to say, the formulation of policies aims to guide enterprises to develop in a more technological direction.
Behind the decline of subsidies is the development trend and pattern change of global new energy automobile industry. According to the data of the Ministry of industry and information technology, China's new energy vehicle production and marketing has been ranked in the world for three consecutive years, with the industry technology level significantly improved and the industrial system 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 still a certain gap between China and the world in terms of key design or performance design of automobiles, especially in the parts system, which is not strong enough at present.
Further opening of new energy vehicle market
At the same time, China's automobile market continues to expand and open. Tesla's projects in Shanghai and Beijing to build complete vehicle plants and science and technology innovation centers have recently been implemented. Du Fangci, consultant of China Automobile Industry Association, pointed out that this fully demonstrated the attraction of the Chinese market. "Tesla has only two major markets, one is the United States and the other is China. The U.S. market is not so good now, so it's betting on China. In fact, it's looking at China's large consumer market, and the level of consumption is gradually improving. "
Facing the further opening up of the new energy vehicle market, Yang Zhao predicted that the complementation of Chinese and foreign industrial chains would bring prosperity to the whole new energy vehicle industry. China's entire industrial chain is the most complete in the world, and also the largest in scale. So when foreign capital comes, it cannot do without China's supply chain. In fact, the more foreign capital comes in, the more fierce the market competition, the more prosperous the industrial chain will be.
Short comment: new energy vehicle enterprises should actively integrate into the global value chain
The core technology of traditional fuel vehicles is embodied in three parts: engine, gearbox and chassis. New energy vehicles are obviously different. At present, the core competitiveness lies in the endurance mileage, charging time and service life. It can be seen that battery technology is very important. From a certain point of view, whoever has mastered the battery will have mastered the new energy vehicle. For most new energy vehicle manufacturers, it may not be practical to directly produce power batteries. More enterprises still need to choose various forms of cooperation with battery research and development institutions and manufacturers. For example, jointly set up battery R & D and production center, or joint venture cooperation, open procurement and deep integration.
In addition to batteries, the drive system and electric control system of new energy vehicles are mainly supplied and matched by ****. Therefore, if China's new energy vehicle enterprises want to accelerate their development, they must actively integrate into the global value chain, integrate the world's best resources, and enhance their international competitiveness through integrated development.
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