At the end of the year, the news of new energy subsidy retreat has become the focus of attention of many people in the industry.

According to relevant media reports, Lu Huaping, Assistant Secretary General of the National Passenger Vehicle Market Information Association, disclosed on December 15 that the subsidy policy for new energy vehicles has been further tightened. The Chinese government is studying the adjustment of the central government's fiscal subsidy policy in 2018 and is inclined to encourage high mileage and low energy consumption models. At the same time, the cancellation of local subsidies is also a high-probability event, and Beijing will be the first to withdraw from local subsidies in 2018. In this regard, Niu Jinming, director of the Beijing New Energy Automobile Promotion and Promotion Center, said that this information is not yet known.

新能源地方补贴

On the one hand, the news of the subsidy for new energy subsidies has continued to ferment, and the other side has also made new progress. According to the Shenzhen Municipal People's Procuratorate, the eight criminal suspects who had swindled their compensation for Shenzhen Wuzhou Long Automobile Co., Ltd. (hereinafter referred to as “Vigo Island Long”) have all been transferred to the public prosecution department for review and prosecution. In September last year, Wuzhou Dragon Company was exposed by imaginary 154 vehicle licenses and defrauded the country's new energy vehicles to receive subsidies of hundreds of millions yuan. In a matter of time, the new energy market has fallen into a short period of stagnation due to the “deception scandal”.

As an important force for the country to promote the development of the new energy market, new energy subsidies have also promoted the market development, but also attracted the “false cover” of the company’s false production, the actual operation of vehicles, and the low usage rate. Recently, residents in Linfen, Shanxi Province, reported that there are hundreds of buses running “run empty” every day and that they have lasted for 2 months. Regarding this, some people questioned the mileage of these electric buses and seized subsidies for new energy vehicles because the government required that the accumulated mileage must reach 30,000 kilometers to apply for subsidies.

It is not difficult to see from the above incidents that there are policies under the policy, and the government’s real investment in subsidies will inevitably cause the company’s embarrassment. From this perspective, the government’s suspension of subsidies for new energy markets is also helpless. Act of. However, from the perspective of promoting the development of new energy markets, the suspension of subsidies will greatly reduce the pace of development of new energy markets.

新能源地方补贴

At present, the cost of the power battery is still in a relatively high price range, which has caused the high price of new energy vehicles, and has also led consumers to be reluctant to choose new energy vehicles. More importantly, the “dual-integration” policy has been delayed until 2019. If subsidies are to be withdrawn next year, the new energy market in 2018 will form a gap that is neither subsidized nor driven by the “double-integration” policy. The zone has undoubtedly poured cold water on the fast-growing new energy market.

From the perspective of promoting the development of the industry, the elimination of subsidies will largely undermine the development of the new energy market, but for the first-tier cities such as Beishangguang, the cancellation of subsidies will have little impact on the sales of local new energy vehicles. This is It is determined by the unequal status of the "supply and demand relationship" in the first-tier cities.

Take the Beijing market as an example. On December 15, Beijing issued the latest policy on minibus indicators in 2018. It shows that the number of Beijing passenger cars has been reduced from 150,000 to 100,000 each year, of which general indicators 4 Million, the new energy index is 60,000, and the validity of the indicators has been extended from half a year to one year. The downsizing also means that it is increasingly difficult for Beijingers to own private cars. Under such circumstances, even if new energy subsidies are cancelled, they cannot stop the enthusiasm of local consumers. From this point of view, Beijing has taken the lead in eliminating subsidies. The probability is greater.

新能源地方补贴

However, due to the unbalanced development of new energy vehicles in the first-tier, third-tier and fourth-tier markets, subsidies have a significant role in the promotion of third- and fourth-tier markets. Cancellation of subsidies will largely hurt new energy vehicles in third- and fourth-tier cities. Promotion. From this point of view, adopting a subsidy-based strategy to promote the development of new energy markets is a coup.



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