New energy vehicle landscape: industry signals behind the two major events

On January 26th, Fujian Yundu New Energy was officially approved by the National Development and Reform Commission and became the tenth enterprise to obtain new pure electric production qualification. On February 4, the Ministry of Industry and Information Technology issued an administrative penalty letter, suspending Jinhua Youth Automobile, SAIC Tangshan Bus, Chongqing Lifan Passenger Vehicle, Zhengzhou Nissan, Shanghai Shenwo Bus, Nanjing Special Vehicle, Chongqing Hengtong Bus, and 7 auto companies to declare new energy vehicles. Promote the qualification of the recommended models.

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Undoubtedly, the impact of the new energy vehicle fraud incident on the market is still not over. The simultaneous development of new production qualifications and suspension of application qualifications also means that the pattern of new energy vehicles is facing reshuffle. Previously, Dong Yang, executive vice president of the China Association of Automobile Manufacturers, said that “new energy vehicle manufacturers seem to have doubled the number of traditional vehicles, and that the integration of the integration, the withdrawal of the exit. Previously, we encouraged everyone to do new energy. Cars, not only the automakers can do it, but also the modified car manufacturers can do it. The access is relatively loose. Now it seems that it needs to be adjusted, and it must be adjusted to a certain level and have certain qualifications to do it."

Production entry threshold

In fact, on January 16, the Ministry of Industry and Information Technology just announced the "Regulations on the Administration of New Energy Vehicle Manufacturers and Products Access (hereinafter referred to as "New Regulations"). The "New Regulations" proposed to apply for new energy vehicle production enterprises, which should be Automobile production enterprises that have obtained access to road motor vehicle manufacturers, or new automobile production enterprises that have completed investment project procedures; should have necessary design and development capabilities, production capacity, product production consistency assurance capability, after-sales service and product safety Support capacity. New energy vehicle products that apply for access shall comply with the "Special Inspection Items and Basis for New Energy Vehicle Products" and the relevant standards for conventional automotive products of the same category.

Some analysts believe that the "new regulations" have improved the threshold for entry, and in fact, the government's response to the "overheating" of new energy vehicle production investment, the total amount of new energy vehicles will be controlled in the future. According to the relevant person in charge of the China Automobile Association, the goal of the Ministry of Industry and Information Technology is that no more than 10 new energy vehicles will be built in the future.

At present, Yundu New Energy has become the tenth enterprise to obtain new pure electric production qualification. The previous nine are Beiqi New Energy , Changjiang Automobile, Great Wall Huaguan, Chery New Energy, Min'an Automobile, Wanxiang Group and Jiangling New Energy. Chongqing Jinkang and Guoneng New Energy. "From the policy point of view, the country's threshold for new energy vehicle manufacturers is improving. Improving the entry barrier is conducive to the benign competition of new energy auto companies." Deputy Secretary-General of the China Automobile Association Ye Shengji said to the outside world.

However, there are still a few companies applying for qualifications. Although there are currently 10 companies that have been qualified to obtain new energy vehicle production qualifications, some industry analysts believe that only 10 new car companies clearly cannot meet the development needs of new energy vehicles. More new energy vehicle companies can only form a push on traditional car manufacturers, thus promoting the entire industry to achieve sales targets.

Dynamic adjustment of subsidy policy

Last year, the Ministry of Industry and Information Technology announced on its official website that four pure electric vehicles of three companies were ordered to suspend production and sales, and publicized a number of vehicle products that did not meet the requirements of the regulations. On February 5 this year, the Ministry of Industry and Information Technology once again revoked the "Announcement" of the problematic vehicle products of seven car companies, suspended Jinhua Youth Automobile, SAIC Tangshan Bus, Chongqing Lifan Passenger Car, Zhengzhou Nissan, Shanghai Shenwo Bus, Nanjing Seven auto companies of Special Vehicles and Chongqing Hengtong Bus declared the qualifications for the promotion of new energy vehicles. The seven companies were ordered to carry out a two-month rectification. After the rectification was completed, the Ministry of Industry and Information Technology will accept the rectification.

Among the 14 models that have been punished this time, there are 12 models of pure electric vehicles, 7 models of passenger cars, 5 models of special vehicles, and 2 models of passenger cars. In the enterprises that were penalized by the Ministry of Industry and Information Technology on December 20, 2016, the illegal vehicles were all passenger cars. China Automotive Technology Research Center and Social Science Literature Publishing House said in the 2016 "Blue Book of New Energy Vehicles" that multi-level subsidies led to excessive subsidies, and the total subsidies for some new energy vehicle models approached or even exceeded the cost of models; some local government supervision Insufficient, some enterprises have obtained vehicle licenses when the vehicles are not delivered to the factory; the current new energy vehicle manufacturers and products access conditions are relatively loose, the threshold is low, resulting in a mixed bag.

To this end, at the end of 2016, the Ministry of Finance, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, and the National Development and Reform Commission jointly issued the "Notice on Adjusting the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles" to adjust and improve the subsidy policy plan for new energy vehicles. First of all, the new energy subsidy quota began to decline, at the same time, clear the local government's main responsibility, and establish a corresponding punishment mechanism; and increase the vehicle energy requirements, improve the vehicle mileage threshold, the new national standard for power batteries, etc., a total of seven requirements, Improve the recommended model catalogue and adjust it dynamically.

Willingness to withdraw gradually emerges

It is worth noting that qualifications are not lifelong. According to the requirements of the "New Regulations", the Ministry of Industry and Information Technology will publicize the new energy automobile enterprises that have been suspended for 12 months or more, and the related enterprises will need to be re-examined by the Ministry of Industry and Information Technology. Companies that fail to maintain access conditions or go bankrupt will be revoked. Enterprises that have obtained the qualifications for new energy production before the implementation of the "New Regulations" also need to be reformed in accordance with the new regulations, and the review will be completed within 24 months, otherwise production will be suspended.

As of press time, among the latest companies that have been punished, only Chongqing Hengtong Bus and Chongqing Lifan Passenger Car have issued announcements through the listed company, saying that they have been punished by the Ministry of Industry and Information Technology. The illegal vehicles have stopped production and sales, and the replacement products have also been designed. Sales. Lifan passenger car said that the company has completed the rectification and has applied for guidance and acceptance to the Ministry of Industry and Information Technology. Other car companies have not yet responded to this.

In fact, on January 8, the China National Vehicle Technical Service Center issued a notice on the adjustment of the “Recommended Models for the Promotion and Application of New Energy Vehicles” (hereinafter referred to as the “Notice”). The "Notice" pointed out that the 1-5 batches of the "Recommended Models for the Promotion and Application of New Energy Vehicles" (hereinafter referred to as the "Catalogue") issued in 2016 need to be re-approved; enterprises should declare according to the new technical requirements.

The reporter learned that the first five batches of the Catalogue generally involved 235 new energy auto companies with a total of 2,193 models. In the 2017 New Energy Vehicle Promotion Catalogue (first batch) disclosed on the website of the Ministry of Industry and Information on January 23, only 185 models and 36 car companies entered the model. The enterprises and models that have been punished by the Ministry of Industry and Information Technology are not included in the list. This means that before the completion of the rectification and acceptance, their new energy vehicle products cannot be declared qualifications, and thus enter the subsidy window.

Zhang Zhiyong, a senior commentator in the automotive industry, believes that the reduction of the catalogue of products indicates to a certain extent that behind the high-density of new energy vehicle projects, the willingness and withdrawal intention of relevant departments to enterprises and products has already appeared.

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