Although the importance of new energy vehicles has become prominent, in the early stages of development, the links with industrial policies are still very close. On February 13, four ministries and commissions including 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 Adjusting and Perfecting the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles (hereinafter referred to as the “Noticeâ€), and the new subsidy policy was officially launched.
[Demand for new energy vehicles in China skyrocketed, and sales increased by 152% in the first quarter] Before the New Deal was introduced, there was widespread concern in the industry that the subsidy retreat would have an impact on sales of new energy vehicles. However, the reporter found through market research and data analysis that the situation was not As expected before.
According to data from the China Automobile Industry Association (hereinafter referred to as the China Automobile Association), in the first quarter of this year, the cumulative sales of new energy vehicles in China reached 214,600, an increase of 154.3% year-on-year. Deputy Secretary-General of China Automobile Association, Ye Shengji, said that China's new energy vehicle sales this year is expected to exceed 1 million.
New energy sales rose by 152% in the first quarter
On April 25, the 15th Beijing Auto Show kicked off. As an important direction for the development of the industry, new energy vehicles have become a major highlight of the current auto show. A total of 174 models were exhibited, of which 124 were exhibited by Chinese auto companies.
A few days ago, the reporter visited a number of new energy vehicles in Beijing 4S shop found that compared with the end of last year, the number of consumers to buy a car increased significantly. "This time the new energy vehicles sold very well, and now there are not many stocks." A sales person at Beiqi New Energy 4S shop told reporters.
In this regard, the automotive industry analyst Yan Jinghui pointed out that the subsidy of the New Deal is not a one-size-fits-alike reduction of the subsidy quota, but rather the subsidy is linked to the battery energy density, vehicle cruising range and other technical indicators, so it did not lead to market prices rose sharply, it will not Affect overall sales.
In Yan Jinghui's view, the New Deal is in the process of upgrading the technology of the car companies, and the cost of upgrading will be shared by car companies, consumers, and new energy subsidies. The final result is that car companies have undergone technological upgrading and consumers have bought With better products, the government has created a better market environment.
In fact, in the first quarter of this year, China’s new energy vehicles have grown rapidly. According to data from the China Automobile Association, from January to March, China's new energy passenger vehicles sold 122,400 vehicles, an increase of 152% year-on-year, and new energy commercial vehicles sold 13,200 vehicles, an increase of 179.6% year-on-year.
Ye Shengji believes that it is expected that the next month of this year will also continue to improve. The total annual sales volume is expected to exceed 1 million, and new energy passenger vehicles are expected to reach 800,000.
According to statistics, last year, the sales of new energy vehicles in China were 770,000, and the sales of new energy passenger vehicles were 578,000. If we can maintain the growth rate for the first quarter of this year, it is not difficult to break through 1 million vehicles.
Auto companies adjust new energy model planning
Despite subsidizing the New Deal, terminal sales have not been affected, but many car companies' new energy development strategy is being adjusted.
When the reporter visited the market, he noticed that the upgrading and upgrading of new energy vehicle products this year has become a clear trend. Many car companies have introduced models with higher cruising range, while the old models with low cruising mileage have been discontinued.
The above-mentioned sales personnel of Beiqi New Energy 4S Store stated that in the face of the New Deal, car companies have chosen to increase technical indicators such as mileage, launch new models, and for low-tech old products, car companies will not add reduced subsidies to the selling price. Continue sales, but stop selling directly.
This technology upgrade is part of the development of new energy car companies, but the subsidy of the New Deal has prompted car companies to speed up the upgrade, and adjusted the previous development strategy.
The person in charge of an electric vehicle company told reporters that his company had previously planned to increase the mileage of its new energy products, but the subsidy of the New Deal raised the requirements for cruising range, making the plan unable to adapt to the new requirements and therefore had to adjust.
On the whole, without compromising market sales, it is the actual effect of subsidizing the New Deal after the introduction of the New Deal, which is exactly the original intention of the policy. It can be foreseen that products with high technical mileage and high battery capacity density will become the focus of car manufacturers' layout, while low-end products such as low-speed electric vehicles will gradually withdraw from the market.
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