“In the countdown to the decline of national subsidy, the national subsidy for new energy will be reduced by 5400 yuan from January 1, 2022!” “The car purchase rights and interests package is reduced, the car purchase rights and interests are reduced by stages”, “the national compensation is less, start early, make a decision immediately, and lock in the subsidy!” At the end of 2021, many consumers received posters issued by sales personnel of new energy vehicles.
The reporter of Securities Daily learned that according to the notice on improving the financial subsidy policy for the promotion and application of new energy vehicles issued by the Ministry of finance, the implementation period of the financial subsidy policy for the promotion and application of new energy vehicles will be extended to the end of 2022. From 2020 to 2022, the subsidy standard will decline by 10%, 20% and 30% respectively on the basis of the previous year. 2022 will be the last year of financial subsidies for the promotion and application of new energy vehicles.
It is worth mentioning that with the increasing withdrawal of national subsidies for new energy vehicles, in order to comply with the long-term promotion plan of the state for new energy policies, China’s provinces and cities have issued policies to promote the development of new energy vehicles. Among them, cities such as Guangzhou, Shenzhen and Jinan have put forward subsidy policies for the purchase of new energy vehicles, Encourage car owners to buy new energy vehicles, so as to improve the penetration of Shanxi Guoxin Energy Corporation Limited(600617) vehicles.
On December 30, the Guangzhou Municipal Development and Reform Commission issued the “14th five year plan” for the innovation and development of smart and new energy vehicles in Guangzhou (hereinafter referred to as the plan), which proposed to timely issue comprehensive subsidies for individual consumers to buy new energy vehicles, study and issue incentive policies after the withdrawal of subsidies, and promote the orderly development of new energy vehicles in the private sector.
The planning of Guangzhou also pointed out that it is necessary to improve the information service of new energy small and medium-sized buses, study and introduce policies and measures conducive to the promotion and application of new energy vehicles, such as licensing, charging and high-speed traffic concessions in the city, implement the “double confirmation” of new energy vehicle safety quality and application for subsidies, and actively promote the large-scale and commercial application of new energy vehicles in relevant fields.
In addition, the plan also proposes to vigorously promote the application of new energy vehicles in public areas such as official vehicles and taxis (including online car Hailing), sanitation, postal services, urban logistics and distribution, airports and ports, and fully complete the electrification of cruise taxis by 2023. According to the epidemic situation, timely issue comprehensive subsidies for individual consumers to buy new energy vehicles, study and issue incentive policies after the withdrawal of subsidies, promote the orderly development of new energy vehicles in the private sector, and improve the proportion of individual consumers to buy and use smart and new energy vehicles.
Gao Yunpeng, director of China Shanxi Guoxin Energy Corporation Limited(600617) automobile industry innovation alliance, told reporters that in recent years, with the popularity of China Shanxi Guoxin Energy Corporation Limited(600617) automobile and the policy incentives of the state and provinces for new energy vehicles, as well as the license plate control of traditional fuel vehicles in super first tier cities such as Beijing, Shanghai, Guangzhou and Shenzhen, the development of China Shanxi Guoxin Energy Corporation Limited(600617) automobile has been promoted. According to the data, the penetration rate of Shanxi Guoxin Energy Corporation Limited(600617) vehicles also increased from 1.4% in 2015 to 20% in 2021.
According to the reporter of Securities Daily, Guangdong Province has taken many measures in automobile consumption promotion and innovation, and incentive support has a long history. As early as February 17, 2020, Foshan issued the notice on printing and distributing several measures to promote the consumption upgrading of the automobile market in Foshan. After Foshan launched the first shot of car purchase subsidy in 2020, Guangzhou’s car purchase subsidy policy was immediately introduced.
On March 3 of the same year, the Guangzhou Municipal People’s government issued the notice on printing and distributing several measures for Guangzhou to resolutely win the prevention and control of covid-19 pneumonia epidemic and strive to achieve the objectives and tasks of economic and social development throughout the year, which clearly proposed to boost automobile consumption and give car purchase subsidies to consumers of new energy vehicles and replacing “national six” models.
The data also partially confirmed the above view. Before 2019, under the guidance of subsidy policies, the new energy vehicle market achieved high growth for 10 consecutive years. After the sharp decline of subsidies last year, its sales volume immediately experienced continuous negative growth. On the enterprise side, with the financial and tax support and industrial support of Guangzhou youwo, GAC e’an terminal sold 107000 vehicles in the first 11 months of 2021, meeting the annual sales target of 100000 vehicles ahead of schedule.
In addition to the consumption of private new energy vehicles, the latest plan also puts forward new requirements for the development of local automobile enterprises, and proposes to cultivate 1-2 Unicorn automobile enterprises to achieve a significant increase in the export of independent brand vehicles and a new breakthrough in the construction of overseas manufacturing bases.
“Support Guangzhou Automobile Group Co.Ltd(601238) , Dongfeng Nissan, BAIC (Guangzhou) and other complete vehicle enterprises to expand and strengthen by organically combining with the key technologies of intelligent vehicles on the basis of existing traditional fuel vehicles and new energy vehicles. Support the development and growth of new vehicle manufacturing enterprises such as Xiaopeng automobile and hechuang automobile.” The plan also focuses on supporting vehicle manufacturing enterprises and well-known enterprises at home and abroad to implement integration, M & A and strategic cooperation to build a world-famous automobile brand.
In terms of new technologies, the plan proposes to focus on the core technologies of basic materials and key parts such as fuel cell stack, membrane electrode, bipolar plate, proton exchange membrane, catalyst, carbon paper, air compressor, hydrogen circulation system and low-cost hydrogen, and independently master the R & D and manufacturing technologies such as high-power density stack, low platinum load proton exchange membrane and high-performance carbon paper. Strengthen the technical research on the preparation, storage, transportation and processing of vehicle hydrogen, and reduce the use cost of hydrogen fuel.
In general, by 2025, Guangzhou plans to build a national Intelligent Vehicle Industrialization Demonstration Zone, an intelligent connected vehicle and intelligent transportation application demonstration zone based on broadband mobile Internet, a national 5g vehicle networking pilot zone, a new energy vehicle industry development highland and an automobile International Trade Center (“three zones, one highland and one center”), supporting the building of a world-famous “smart car city”, Lead the high-quality development of the national intelligent and new energy vehicle industry.
(Securities Daily)
