The new-energy car concessions have been preserved, but the subsidies are not far from being phased out

"With new energy sales booming against the trend, there is a hidden mirage at this stage in the industry." When it comes to new-energy car owners, that should be a very special group. Most of them can't travel long distances by themselves, can't enjoy the "fun" of fuel cars, and spend about the same cost as fuel cars, which take more than twice as long to replenish. Subsidy policies are a big concern for those who are "destined" for new sources of energy, whether they own a car or not. Recently, Dong Yang, executive vice-president of the China Association of Automobile Manufacturers (CAMM), made a joke about the possibility of the latest subsidy policy: "If the land subsidy is made, the car subsidy will not be made. The direction is to make up the electricity supply." In other words, the new energy market may soon usher in the era of recession + zero patch. On March 5th the latest government report said that this year's tax exemption would not be affected in order to encourage the development of the new energy industry and stabilise car consumption. However, this is only one of the components of new energy subsidies, and genuine national subsidies, local subsidies, are still a matter of the utmost concern. Although the current complete policy has not been issued, but some car companies have been forced to raise prices, such as the new special DEV1 will have a maximum increase of 6,000 yuan, Xiaopeng G3 directly up to 34,000 car prices. So, the subsidy policy recession is reasonable, perhaps many people in the heart of the doubt. Whether the subsidy itself is reasonable For pure new energy vehicles, due to the difficulty of initial popularization and high research and development costs, the government promotes sales through the form of subsidies. The purpose of subsidies is to encourage car companies to develop new sources of energy and to make a gradual transition in this direction, in itself as a transitional form Exist. However, after the implementation of the subsidy policy, many car companies can not meet the market demand for the products handed over. Simply put, many electric cars lose out on fuel cars in terms of design, workmanship and endurance at the same price, and many car companies even cheat directly by poor "acting skills". From a macro point of view, the irrationality of the subsidies themselves gradually emerged. Instead of launching products that meet market demand as soon as possible, car companies are sticking to the same standard of subsidies. In addition, many foreign-funded enterprises did not catch up with the shuttle bus during this "golden period" of development, which led to a situation in which China's independent brands are almost dominant in the current stage of the market. As a result, they have also been subjected to many questioning voices. This is also the reason why the detailed rules on subsidies have not been issued for a long time this year. Promoting Good Market Development According to Dong Yang's "spoiler", the New Deal on Subsidy will soon be presented to everyone. The fact that the downhill trend has already become a foregone conclusion, and it seems that the rise in the prices of new energy vehicles has also become "inevitable." Flat-land price rises are certainly not a good thing for consumers, but they could also hurt car companies. For consumers, cost performance is the first factor to consider car buyers, who charge faster and run farther at the same price, largely determines the sales volume. In terms of subsidies, the higher the mileage, the easier it is to split the cost equally, but when subsidies do begin to recede, the disadvantage of catching up emerges. Much of the cost of a pure trolley is spread over batteries, and many under-sold models have to spend their limited budgets on batteries to survive, even further reducing the cost of other components on new models. With "E The vast majority of Che Hui's vehicles that have come into contact with "solve travel pain points" are unconvincing. If subsidies are withdrawn, these models face higher prices, and those that are useless beyond the endurance criteria will be phased out at an accelerated pace. Overall, subsidies are poisonous thirst-quenching for many car companies at this stage, whether it's the "no-brainer" of subsidies or the single-minded pursuit of energy density that does little to help the new energy market, which needs to return to rationality. A qualified new energy vehicle is not just a matter of endurance, but a combination of driving experience, energy efficiency, cost-effectiveness and other factors. A long-overdue revolution is on the way.