In the first quarter of this year, the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles was 1.257 million, a year-on-year increase of 1.4 times, and the market share reached 19.3%. Entering the post subsidy era, the new energy vehicle industry still needs more refined policies to stabilize the current good situation of the development of new energy vehicles in order to achieve further high-quality development.
According to incomplete statistics from the financial Associated Press, within 30 days from the end of March to the end of April, 13 provinces, autonomous regions and cities, including Guangdong, Fujian, Hunan, Jiangxi, Hebei, Hainan, Sichuan, Beijing, Tianjin and Chongqing, have issued a series of policies for the development of new energy vehicles, promoting the consumption of new energy vehicles and strengthening the construction of charging and switching infrastructure (relevant policy points are attached).
supply side: set goals based on their own advantages
Under the "double carbon" goal, the new energy vehicle industry is increasingly becoming the pillar to achieve this goal. At the forum of China electric vehicle hundred people's Congress held in late March, Lin nianxiu, deputy director of the national development and Reform Commission, said that to develop the new energy vehicle industry, we should continue to strengthen the top-level design, constantly optimize supporting policies such as scientific and technological innovation, industrial layout, tax preference, promotion and application, charging and replacement infrastructure construction, and build a long-term mechanism to promote industrial development.
"In the future, the production capacity layout of new energy vehicles will give priority to the development of new energy vehicle industrial clusters, focusing on building internationally competitive industrial clusters in the Yangtze River Delta, Pearl River Delta, Beijing Tianjin Hebei, Chengdu Chongqing and other regions." Li Xinbo, an expert in the field of automobile consulting, expressed this.
Fujian Province issued the development plan of new energy vehicle industry in Fujian Province (20222025) in April, which proposed to strive to produce and sell more than 200000 new energy vehicles in the province by 2025, the output value of new energy vehicle production enterprises in the province will reach 100 billion yuan, the energy output of new energy power and energy storage batteries in the province will exceed 400 GWH, the output value of the whole industrial chain will exceed 600 billion yuan, and the electrification rate of vehicles in the public sector will rank first in the country.
Fujian Province, with the largest industrial scale in China, has made it clear in the plan to expand the scale of new energy battery industries such as Ningde, Xiamen, Zhangzhou, Nanping, Fuzhou and Longyan, and build a world-class advanced manufacturing center of new energy vehicle power batteries and materials and a trillion level industrial cluster.
Changsha City, Hunan Province, which owns Byd Company Limited(002594) , SAIC Volkswagen, skyline and other new energy vehicle projects, also put forward the long-term goal of new energy vehicle production capacity. In the "several opinions on implementing the strategy of strengthening the provincial capital and supporting the high-quality development of Changsha" issued by the CPC Hunan Provincial Committee and Hunan provincial government, it is clear to manufacture the project of strengthening the city, speed up the introduction and cultivation of a number of medium and high-end new energy and intelligent Internet connected vehicle brands, and the annual output of vehicles is stable at about 1 million.
As a province with large lithium resources, Sichuan Province mentioned in the "electric Sichuan" action plan (20222025) recently issued that it will cultivate and expand the power battery industry, support industry leading enterprises to deepen cooperation with Ganzi Prefecture, Aba Prefecture and other resource areas, promote the transformation of advantageous resources as soon as possible to form actual production capacity, accurately attract investment, and build a batch of 50 billion, 20 billion and 10 billion core backbone enterprises in echelons.
"It can be seen from the above relevant plans that both Fujian, Sichuan and Changsha focus on the layout of the power battery industry, so as to drive the development of local new energy vehicles and parts." Some industry analysts said.
According to public reports, the major strategic projects of "strengthening the provincial capital" in Changsha, which were started on April 19, include the new energy auto parts industrial park with Byd Company Limited(002594) investment of 5.2 billion yuan and an estimated annual output value of no less than 5 billion yuan after being put into operation. As early as October 2020, ferdi battery Changsha plant has been put into operation.
demand side: throw out "real gold and silver gift bag"
Different from the planning focusing on the future industrial layout, in the face of the changing market environment this year, the policy of boosting consumption in the short term can also ensure the sustainable and stable development of the new energy vehicle industry.
On April 25, the general office of the State Council issued the opinions on further releasing consumption potential and promoting sustainable recovery of consumption, proposing to support the accelerated development of new energy vehicles and encourage new energy vehicles to go to the countryside. "This has a good guiding significance for stabilizing and promoting automobile consumption, and is conducive to local governments to further introduce specific measures to promote automobile consumption. It is a good programmatic document." Cui Dongshu, Secretary General of the Federation, said.
Under the guidance of the central government's policies, many places have successively launched corresponding policies for the consumption of new energy vehicles that have been included in key areas of consumption, and took out the "big gift bag of real gold and silver".
On April 28, the Guangdong provincial government issued several measures to further promote consumption in Guangdong Province (hereinafter referred to as "measures"), proposing specific measures in four aspects: encouraging automobile consumption, promoting household appliance consumption, issuing consumption vouchers and carrying out the activity of "prize invoice". Among them, measures to encourage automobile consumption are particularly inclined to new energy vehicles. If the old car is scrapped, the subsidy for the purchase of new energy vehicles is 10000 yuan / vehicle, and the subsidy for the purchase of fuel vehicles is 5000 yuan / vehicle; If the old car is transferred out, the subsidy for the purchase of new energy vehicles is 8000 yuan / vehicle, and the subsidy for the purchase of fuel vehicles is 3000 yuan / vehicle.
Moreover, the above measures of Guangdong Province also proposed that during May and June this year, 30000 and 10000 car purchase indicators will be added in Guangzhou and Shenzhen respectively.
On April 27, Xiqing District of Tianjin launched the first phase of automobile consumption promotion activity in 2022, which will issue automobile consumption vouchers with a total amount of 10 million yuan. In addition, Xiqing District government will also work with cooperative banks to provide consumers with car purchase subsidies, refueling subsidies, etc.
Before that, Shandong Province also made it clear to promote the consumption of new energy vehicles, with a maximum subsidy of 50400 yuan / vehicle for qualified non-public sector new energy vehicles in 2022 and 64800 yuan / vehicle for public sector new energy vehicles.
Fujian Province has allocated 360 million yuan for the construction of "electric Fujian" in 2022 to support the development of new energy vehicles, electric ships, new energy engineering machinery and agricultural machinery, and strive to promote the application of 90000 standard new energy vehicles in 2022.
new infrastructure: strengthen the construction of charging and replacing facilities
The convenient use of new energy vehicles is inseparable from the charging and switching infrastructure, which is also an important part of the new energy vehicle industry.
The fast-growing new energy vehicle market has increased the demand for charging piles. According to the data, the number of charging piles in China reached 2.617 million in 2021, a year-on-year increase of 55.7%. It is the consensus of the industry that the construction of charging pile is moderately advanced, but at present, the construction of highway charging pile is still one of the weaknesses in the field of energy supplement.
"At present, the charging and replacement infrastructure built along the national expressway is mainly concentrated in the eastern regions such as Beijing Tianjin Hebei, Yangtze River Delta and Pearl River Delta, and the coverage rate in the western and northeast regions is relatively low. Compared with the rapid development of new energy vehicles, the charging facilities along the highway do have problems such as lagging development, insufficient setting and insufficient coverage.
”Zhou Rongfeng, deputy director of the Highway Bureau of the Ministry of transport, said recently.
As a western province, Xinjiang Autonomous Region recently issued a notice on the guidance on further accelerating the promotion, application and industrial development of new energy vehicles. Among them, the construction goal of charging infrastructure is clear: by 2025, the proportion of charging interfaces of public institutions such as party and government organs at all levels in the region to the number of new energy vehicles will not be less than 1:1; The proportion of parking spaces equipped with parking lots for large urban public buildings, charging facilities for social public parking lots or reserved construction and installation conditions shall not be less than 10%; Build and put into operation no less than 150 urban (intercity) public charging and replacement power stations.
Guangxi Autonomous Region, which is also a western province, proposes to speed up the construction of charging facilities. By the end of 2023, the proportion of charging parking spaces in the expressway service area in the region will not be less than 20% of the total parking spaces; Chongqing will provide subsidies for the construction of charging and replacement power stations. For cruise rental and network rental power stations that provide shared power replacement technical services and operate multiple brands and models, a one-time construction subsidy of 400 yuan / kW will be given according to the rated charging power of the charging module of the power replacement equipment, and the maximum subsidy for a single station will not exceed 500000 yuan.
In addition, Hebei Province, Hainan Province, Beijing, Wuxi and Chengdu have also successively released plans for charging and replacing power facilities and plans for rapid construction. In order to ensure the long-distance travel demand of new energy vehicles, the State Grid said that it would speed up the construction of Expressway charging stations. It is expected to achieve 80% coverage of Expressway charging stations in the eastern region and 60% in the central and western regions by 2025.
"Taking Chongqing as an example, the maximum subsidy of 500000 yuan per station is relatively large, which reflects the determination of the local government to develop new energy vehicles." The foregoing industry analysts believe that. According to Gcl Energy Technology Co.Ltd(002015) announcement, the investment required for replacing a single passenger car with a power station is 5.072 million yuan. Based on this calculation, Chongqing's subsidy for passenger car replacement power station can be up to 10% of the total investment.
