Subsidizing the new deal to change the pattern of new energy vehicle market
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 by 94.9% and 111.5% respectively year on year, far better than the 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 . Among them, new energy vehicles continue to maintain a high-speed growth trend. In June, the production and sales of new energy vehicles completed 86000 and 84000 respectively. From January to June, the production and sales of new energy vehicles completed 413000 and 412000 respectively. The performance in the first half of the year was far better than that in previous years. ; From January to June, the production and sales volume of new energy vehicles increased by 94.9% and 111.5% respectively year on year, 11.7% and 97.1% respectively compared with the same period last year, showing a significant high-speed development trend. On a month on month basis, the production and sales volume of new energy vehicles in June decreased by 10000 and 18000 respectively compared with that in May, which was 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, the production and sales of pure electric vehicles in June were 64000 and 62000, respectively, down 32000 and 40000 from May; the production and sales of plug-in hybrid vehicles were 22000, respectively, up 3000 and 2000 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 794000, a year-on-year increase of 53.8%, and the total supporting capacity of new energy vehicles' power batteries reached about 37.06 billion watt hours, a year-on-year increase of nearly one third. 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 automobile 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 new energy vehicles in China 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., all of these factors will affect