2020 will be the touchstone of China's new energy vehicle industry

Recently, 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", which clearly stipulates the new energy subsidy policy in 2019. Subsidies will decline significantly, how will auto companies respond to policy adjustments? As a policy incentive tool after the subsidy recession, how to improve the double points policy to play a positive role in promoting? On the other hand, Tesla Shanghai plant opened, and announced global price cuts, multinational car companies collectively power new energy, how will domestic enterprises respond to global competition? 30 March, The China Electric Vehicle Club of 100 organized the first "Automobile Industry Situation and Policy Analysis Meeting" in 2019, The theme is "How do enterprises respond to policy adjustments and industrial changes?" Experts from China Automotive Technology Research Center, FAW Group, SAIC, Beijing New Energy, Jianghuai Automobile, Weilai Automobile, Xiaopeng Automobile, Volkswagen China, Nissan China, Zhongtong Bus, Nanjing Jinlong Bus, Hunan Zhongche, Ningde Times, Zhuhai Titan and other organizations and enterprises were invited to the meeting for in-depth study and discussion on the above issues. The new subsidy policy makes clear that 2019 will increase the extent of subsidy retreat, in addition to taking into account security, the subsidy target will also be further improved. In response, experts and business representatives expressed support for the decline of subsidies, industrial development through the preferential policies and financial support, has a certain foundation, long-term healthy and sustainable development, must rely on the market. But there is no doubt that policy subsidies at this stage The large-scale recession, will let the enterprise face many difficulties and challenges. First, the sharp decline in subsidies will make corporate profits face challenges, bringing enormous cost pressures. Second, the capital investment of independent research and development will also be affected by the pressure of cost and profit. Thirdly, the recession of subsidies in the current stage will also have a certain impact on the competition between independent brands and multinational companies. In response, delegates suggested that, after the substantial reduction of subsidies, non-fiscal incentives in consumption and use should be increased, such as no restrictions on the use of new energy vehicles, no restrictions on the purchase of incentives. In addition, increasing the proportion of new energy vehicles in municipal public transport and opening up the right of way for operating vehicles, including logistics vehicles, taxis and so on, can also support the industry. In fact, the "parallel management method of average fuel consumption of passenger car enterprises and integration of new energy vehicles" (referred to as "double integration policy") is one of the tools to subsidize the smooth transition of industry from policy-driven to market-driven after the downhill. Its original purpose is to hope that after the abolition of subsidies, enterprises can obtain financial incentives equivalent to the subsidy policy through points trading. In the past year, the double-point policy has played a positive role in promoting industrial development, but in reality, there are still many areas to be improved. One of the most prominent problems is that the supply of points trading market is far greater than the demand, and positive points can not be carried forward, leading to low or zero points trading prices, so that the double points policy does not play its role. Investigate its reason, attending experts said that the current double points policy only administrative penalties, no economic penalties. While administrative punishment measures In the current policy environment, it is difficult to play a better role. Therefore, experts pointed out that it is necessary to study the economic penalty measures of the double-point policy, administrative penalties with strict economic penalties, so that the double-point policy can really work effectively and play a positive role. Experts also suggested increasing the government-guided price of bonus points and setting a price floor to control the trading price of bonus points, so that bonus points can really serve as an incentive to replace financial subsidies. In addition, it is also a worthwhile path for the government to set up a fund to regulate the price of the points market. For Tesla to build a plant in Shanghai, multinational car companies Farpower new energy vehicles, delegates said that the future of intelligent automobile network, in addition to products, technology, global competition in the supply chain, highly dependent on localized digital services will also be the key to competition, which will be the opportunity for domestic automobile enterprises. This round of automotive reform is not simply to change the automotive power system from fuel to electric, but to combine electric power with new energy, with vehicle networking and intelligent driving. Therefore, enterprises should pay attention to cross-border integration, cross-border communication and cross-border cooperation. It is precisely because of the existence of a variety of cross-border, the attributes of the automotive industry have changed, the industrial chain has also changed, automotive enterprises and product positioning has also changed fundamentally, the core technology of competition has also changed. During the transformation period, new brands and new products can easily stand out. Therefore, experts attending the meeting believed that enterprises should strengthen research and development and rely on technology to improve brand awareness. The foundation of building a brand is research and development, quality and after-sales service. Overall, 2020 Before and after will be the key period of industrial development, several important trends of the time node are intersected here. Whether China's new-energy vehicle industry, which has been working hard for more than a decade, can be further put on a high-quality track is a matter of critical importance in the past two years.