"Subsidize" New Deal Implementing New Energy Vehicles in June to Accelerate "Survival of the fittest"

  The subsidy standard for new energy vehicles has once again ushered in a major revision.

  A few days ago, the Ministry of Finance and other four departments issued the Notice on Adjusting and Perfecting the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles (hereinafter referred to as the Notice), which improved the existing subsidy policy for new energy vehicles, including subsidy standards, cruising range and technical requirements. However, the New Deal has set up a transitional period. During the transitional period before June 11th, the licensed new energy passenger cars and buses will be subsidized by 0.7 times of the previous corresponding standards, and the new energy trucks and special vehicles will be subsidized by 0.4 times. The subsidy standard for fuel cell vehicles will remain unchanged.

  Industry analysts pointed out that the new policy strongly supports fuel cell vehicles, encourages the development of high-end passenger cars, and further raises the energy density threshold requirements of pure electric passenger cars, which will accelerate the survival of the fittest of new energy vehicles and will be extremely beneficial to the entire new energy automobile industry.

  Greatly strengthen technical requirements

  Compared with the existing subsidy standards, the biggest change in the Notice is the substantial improvement of technical requirements, that is, cruising range.

  At present, new energy passenger cars are divided into three subsidies according to the driving mileage, 100&le; R<150、150&le; R < 250 and R&ge; 250, the subsidy amount is 20,000 yuan, 36,000 yuan and 44,000 yuan respectively. However, the new standards to be implemented will no longer be so general.

  Among them, the cruising range of 100&le was cancelled; The subsidy for R < 150, that is, the driving range of pure electric passenger cars is less than 150km, will not be subsidized, which will eliminate a number of A00-class cars with low technical content. At the same time, for 150&le; R < 250 is split into two files for subsidy, 150&le; R < 200 subsidy is 15,000 yuan, 200&le; R < 250 subsidy is 24,000 yuan. And the driving range R&ge; The subsidy of 250 is split into three grades, 250&le; The subsidy for R < 300 is 34,000 yuan, 300&le; R < 400 subsidy is 45,000 yuan, R&ge; The subsidy of 400 is 50,000 yuan.

  At the same time, the technical standards have also been greatly strengthened. The driving range of pure electric passenger cars is m&le; 1000kg、1000<m&le; The coefficients of 1600kg and m > 1600 kg are all lowered, and the subsidy requirements for 100 km power consumption are put forward; The fuel consumption limit of plug-in hybrid passenger cars is less than 65%.

  In the field of new energy buses, the subsidy standard has been greatly reduced. Among them, the subsidy for non-fast-charging pure electric buses was reduced from 1800 yuan /kWh to 1200 yuan /kWh, a decrease of 33%; The subsidy for fast-charging pure electric buses is reduced from 3,000 yuan /kWh to 2,100 yuan /kWh, a decrease of 30%; The plug-in hybrid vehicle is lowered to 1,500 yuan /kWh, and the decline is as high as 50%. On the other hand, the energy consumption per unit load (Ekg) is clearly required not to be higher than 0.21 Wh/km kg, and the index is improved by 12.5% at one time.

  In addition, the subsidy standard for new energy trucks and special vehicles is subsidized according to the total storage capacity of power batteries, and the part below 30 (including) kWh is adjusted to 850 yuan /kWh, down by 43.33%; The part of 30 ~ 50 (inclusive) kWh is adjusted to 750 yuan /kWh, with a decrease of 37.5%; The part above 50kWh is adjusted to 650 yuan /kWh, with a decrease of 35%.

  The real "test period" of car companies has arrived.

  "The subsidy for new energy passenger cars should be said to be the core focus of this round of subsidy adjustment. The change in the subsidy standard for a new round of new energy vehicles in 2018 is mainly in the improvement of the cruising range standard of passenger cars and the improvement of energy density. It should be said that it is a good way to promote product upgrading." Cui Dongshu, Secretary-General of the Association, said that this reflected the great support and promotion for product upgrading on the basis of the downward trend of the overall subsidy standard.

  According to the data of the Federation, according to the data of new energy passenger cars in January, according to the new standard, the subsidies for most models are concentrated at the level of 15,000 yuan, accounting for about 60%, while the vehicles with a distance of 200 km to 250 km account for about 10%. Overall, 60% of subsidies are at the lowest level. This also means that there will be greater pressure on product upgrading in the future.

  For example, in the case of GAC New Energy GE3, the subsidy during the transition period is 33,800 yuan, which will be increased to 45,000 yuan after the implementation of the new standards.

  Some analysts pointed out that the promulgation of the Notice means that the new energy automobile industry has gradually entered the post-subsidy era, and the policy is gradually guiding the market to gradually shift from relying solely on financial subsidies to truly realizing market-oriented operation, which will further aggravate polarization and eliminate some enterprises with low technical content.

  However, will the drastic adjustment of technical standards have an impact on the market?

  According to the requirements of the Notice, the new regulations set up a transition period. As of June 11th this year, new energy passenger cars and buses licensed during the transition period will be subsidized by 0.7 times of the corresponding standards, while new energy trucks and special vehicles will be subsidized by 0.4 times. The subsidy standard for fuel cell vehicles will remain unchanged.

  Cui Dongshu pointed out that the phased implementation of subsidies is very good for promoting the industry, which realizes the effective continuity of supply and demand of products sold in the market. With the introduction of this new subsidy policy, the new product design will be gradually put in place in the first half of the year. The implementation of the new subsidy policy in the second half of the year will greatly promote the product upgrading of new energy vehicles and the core competitiveness of enterprises.

  Vigorously cut off "local protection"

  In addition to improving the subsidy standards, the Notice also re-emphasized the need to break local protection and establish a unified market.

  It is clearly pointed out that all localities are not allowed to take any form of local protection measures, including but not limited to setting up local catalogues or filing, restricting the issuance of subsidy funds, repeating the inspection of new energy vehicles, requiring production enterprises to set up factories locally, and requiring vehicle manufacturers to purchase local parts and components. Where local protection acts are identified by relevant departments, the central finance will deduct the funds for charging infrastructure awards accordingly according to the circumstances. All localities should implement support measures such as exemption from restrictions, exemption from purchase restrictions, and issuance of special number plates for new energy vehicles without discrimination for new energy vehicle products listed in the Announcement of Vehicle Manufacturers and Products.

  At present, the filing system has been cancelled in some places one after another. On February 26th, the Beijing Municipal Science and Technology Commission, the Economic and Information Commission, the Finance Bureau, the Urban Management Commission and the Transportation Commission issued the "Administrative Measures for Promoting and Applying New Energy Vehicles in Beijing", which clearly cancelled the "small catalogue" of new energy vehicles in Beijing, but plug-in hybrid vehicles still cannot use the new energy minibus index to buy cars.

  At the same time, the "Notice" requires local governments to continuously increase infrastructure construction and improve the use environment of new energy vehicles. From 2018, the local purchase subsidy funds for new energy vehicles will gradually be transferred to support the construction and operation of charging infrastructure and the use and operation of new energy vehicles.

  The analysis pointed out that the release of the Notice is expected to further promote the upgrading of the entire new energy vehicle field, and at the same time optimize and ensure the smooth operation of the market in the first half of this year. It is expected that high-end electric passenger cars will usher in comprehensive and rapid development in the next year.

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  A few days ago, the Ministry of Industry and Information Technology and the State Administration of Taxation published the Catalogue of New Energy Vehicles Exempted from Vehicle Purchase Tax (the sixteenth batch), which was also the first batch of new energy vehicles exempted from purchase tax in China in 2018. A total of 207 vehicles were shortlisted, including pure electric, plug-in hybrid and biofuel cell vehicles.

  In terms of electric vehicles, a total of 49 pure electric passenger cars were shortlisted, including GAC New Energy, BYD, GAC New Energy, Haima Automobile and Jianghuai Automobile. There are 72 models of pure electric buses, including Beiqi Foton, Jinlong and Dongfeng Motor. There are 64 types of pure electric vehicles, including Dongfeng Motor, BYD, Universiade, and so on.

  In terms of plug-in hybrid power, 14 passenger car models were shortlisted, including GAC Mitsubishi, SAIC, Geely Automobile, etc., including BYD Tang, GAC Mitsubishi Qizhi, Emgrand PHEV and Sonata PHEV, which are popular in the market; In terms of passenger cars, there are 6 finalists.

  Judging from the cruising range of these new energy vehicles, the overall growth continues, especially for pure electric vehicles. The data shows that the average of the 14th batch of pure electric passenger cars in China is 248km, while the 16th batch of catalogues released this year is 256km, with an average of more than 250km. The cruising range of new pure electric vehicles is greatly improved.

  Nanfang Daily reporter Guo Xiaoge