New energy vehicle market pattern
On July 5, BAIC new energy's first private exchange tram showed how to change power quickly in the sample room of the power station.
from January to June, the production and sales volume of new energy vehicles increased respectively year on year 94.9% and 111.5% , far better than in previous years. With the implementation of the new subsidy policy, the market pattern of pure electric vehicles has changed a lot, and the long-term vehicle model that more meets the demands of consumers has become the choice of more consumers. Experts predict that the annual production and sales of new energy vehicles are expected to exceed one million. In the next few years, with the accelerated release of production capacity and the continuous decline of subsidies, the new energy automobile industry will meet the market test——
. So far, more than a month has passed since the announcement of the notice. The impact of the new deal on the market can be seen in the recently released ranking of pure electric vehicle sales in June.
With the implementation of the new subsidy policy, the market pattern of pure electric vehicles has changed a lot. In the first five months of this year, BAIC new energy ranked first in the domestic pure electric passenger vehicle market. However, by June, BAIC new energy had only one small SUV ranked fifth among the top ten sales in a single month, and last year's sales champion EC had only three sales in June.
At the same time, SAIC Roewe ei5 topped the sales list of pure electric vehicles in June. It can be seen from this that the long-term vehicle model that more meets the demands of consumers has gradually become the choice of more consumers.
The annual production and sales volume is expected to exceed one million
one thousand four hundred and five point eight 10000 vehicles and one thousand four hundred and six point six Ten thousand. Among them, new energy vehicles continue to maintain a high-speed growth trend, and the production and sales of new energy vehicles were completed in June Eight point six 10000 vehicles and Eight point four Production and sales of 10000 new energy vehicles were completed respectively from January to June forty-one point three 10000 vehicles and forty-one point two Ten thousand cars, the first half of the performance is far better than the previous years.
In this regard, Zhou Yi, assistant researcher of the industry department of the development research center of the State Council, analyzed that the output and sales volume of new energy vehicles increased respectively in June compared with the same period last year 31.7% and 42.9% , up from the same period last year- eleven point seven Sum Nine point nine Percentage points, further narrowing the gap between production and marketing; From January to June, the production and sales of new energy vehicles increased respectively year on year 94.9% and 111.5% , up from the same period last year eleven point seven Sum ninety-seven point one Percentage points, the rapid development trend is obvious. On a month on month basis, the production and sales volume of new energy vehicles in June decreased by 10000 units and 10000 units respectively compared with that in May One point eight Ten thousand vehicles, greatly affected by the policy. Although some car companies maintain the same price, the overall reduction of subsidies has a greater impact on low-end electric vehicles.
Zhou Yi pointed out that in terms of structure, production and sales of pure electric vehicles were completed respectively in June Six point four 10000 vehicles and Six point two 10000 vehicles, down from May Three point two 10000 and 40000; production and sales of plug-in hybrid vehicles have been completed Two point two 10000 vehicles, an increase of 3000 and 2000 vehicles respectively from May. On the one hand, the decrease of pure electric vehicle subsidy is more obvious, and there is crowding out effect. On the other hand, it is related to the increase of support for plug-in hybrid vehicles in various regions.
Xu Haidong, assistant to the Secretary General of China Automobile Industry Association, said that the production and sales of new energy vehicles in the first half of this year was much better than that in the same period of previous years, and it is expected to maintain a good development trend in the second half of this year, maintaining the previous judgment that the annual production and sales scale exceeded 1 million vehicles.
Zhou Yi said that in recent years, the development momentum of new energy automobile industry is good. In terms of quantity, the output of new energy vehicles in China last year reached seventy-nine point four 10000 vehicles, year-on-year growth 53.8% The total supporting capacity of new energy vehicle power battery reaches three hundred and seventy point six About 100 million watt hours, up nearly a third year on year. In terms of scale and increment, they are in the forefront of the world. In the first half of this year, the production and sales of new energy vehicles have increased significantly compared with last year. "In line with this trend, the annual production and sales volume is expected to exceed 1.4 million vehicles," he said.
at present, the anxiety about battery technology, charging inconvenience, price and endurance mileage is still the main factor restricting consumers to choose new energy vehicles.
According to Shi Jianhua, Deputy Secretary General of China Automobile Industry Association, competition in the new energy automobile industry will be extremely fierce in the next three to five years. Up to now, 16 new enterprises have obtained new energy vehicle production qualification. In 2017, 91 new vehicle projects were invested in China, and 21 provinces announced new energy vehicle projects, with an investment scale of 528.3 billion yuan. The production capacity of new energy vehicles announced by various vehicle enterprises will exceed 20 million in 2020, 10 times of the target set in the national plan.
In addition, the development of new energy automobile industry is driven by predictable technical factors, and the influence of policy is also crucial.
Zhou Yi said that after the implementation of the new subsidy standard on June 12, although some enterprises maintain the same terminal price, the ability of enterprises to supplement the subsidy gap has not been known in the next two years as the subsidy gradually decreases until it exits completely. Since July 1, the import tariff of automobile and parts has decreased, which makes the import volume of automobile increase significantly. Whether it will affect the sales of domestic new energy vehicles is uncertain. At the same time, the current tightening of environmental protection policies, whether the environmental tolerance of traditional fuel vehicles can remain unchanged, and whether local policies such as traffic license plate will be more inclined to new energy vehicles, etc., these factors will affect the development of new energy vehicle industry in the future.
Actively encourage the development of new technologies and new models
Shi Jianhua said that the current trend of the global automobile industry is that the product form and production mode are undergoing in-depth change, emerging demand and business model are accelerating to emerge, and the industrial pattern and ecosystem are undergoing profound adjustment. China's automobile market has entered a new normal of low-speed and steady growth and intensified competition. As a major global automobile production and marketing country, China's automobile industry is in a critical development period of transformation and upgrading, from large to strong. In the early stage of the development of new energy automobile industry, we can promote the rapid growth of the industry through administrative means such as subsidies, licenses, government procurement, etc.; however, when the industry develops to a certain stage, it is neither economic nor realistic to use administrative means again.
"The subsidy policy will inevitably continue to decline and tend to be accurate." Zhou Yi said that the automobile industry must be prepared for the decline of subsidies and strive to improve technology and reduce costs in response to the gradual withdrawal of subsidies. This can be seen from the just implemented "notice on adjusting and improving the financial subsidy policy for the promotion and application of new energy vehicles". In the case of overall reduction of subsidies, more emphasis is placed on subsidies for high endurance mileage, energy density, etc., which is more accurate, standardized and scientific.
Experts suggest that the new energy automobile industry covers a wide range of areas. In terms of policy support and industrial development, top-level design is needed. In the process of reform and promotion of new energy vehicle industry, some unreasonable relations between the central government and the local government and between the local government and the local government should be given the impetus to subsidize the back-end infrastructure and facilitate new energy vehicle consumers. At the same time, it is also necessary to coordinate and handle the relationship between the competent departments of various industries, "the investment access of the development and reform department, the industry access of the industry and information technology department, the license management and restriction measures of the transportation department, the carbon emission management of the environmental protection Department, the tax and subsidy policies of the finance and taxation department need to form a joint force to jointly promote the industrial development." Zhou Yi said.
"in the final analysis, technological innovation is the fundamental force to support the development and growth of new energy vehicle industry." Zhou Yi suggested that the government and society should pay more attention to the technology research and development, market supporting and consumption habit cultivation behind the sales volume, especially the technology research and development, increase the support for battery and electric control technology in the national key research and development plan, and fully stimulate the enthusiasm, initiative and creativity of enterprises in research and development. "We need to be inclusive of research and development failures, research and development of cool technologies, new forces in car building, and new economic models of cars. As long as the intention is to promote technological progress and improve efficiency, it is worth encouraging. We should actively encourage the development of new technologies and new models, cultivate new driving forces, and nurture new industries. " Zhou Yi said.