On March 3rd, Guangzhou Municipal People's Government issued a document, claiming that individual consumers will be given a comprehensive subsidy of 6,543.8+0,000 yuan/vehicle for purchasing new energy vehicles, and a subsidy of 3,000 yuan/vehicle for automobile sales enterprises registered in Guangzhou for purchasing "National Six" standard new vehicles.
In 2020, a sudden epidemic in COVID-19 hit the automobile market hard. In order to release the pressure on the auto market, various ministries and commissions also expressed their views during the epidemic and encouraged local governments to take active measures. At present, Foshan City and Guangzhou City in Guangdong Province have responded one after another. Why was the "rescue" policy first introduced in Guangdong Province? In addition, it is worth noting that this subsidy policy is aimed at new energy vehicles. After the subsidy fell in the second half of last year, local subsidies have been cancelled. Does this re-release the signal of land compensation?
Guangdong's frequent rescue policy.
On March 3, the Guangzhou Municipal People's Government officially issued "Several Measures for Guangzhou to Firmly Win the Fight against COVID-19 Epidemic and Strive to Achieve the Goals and Tasks of Economic and Social Development throughout the Year" (hereinafter referred to as "Measures") in official website, clearly pointing out that in order to boost automobile consumption, from March to the end of February 2020, Guangzhou will enjoy a maximum subsidy of 654.38 million yuan for purchasing new energy vehicles and a maximum subsidy of 3,000 yuan for purchasing new cars to replace the "National Sixth".
The document also emphasizes that the target of 6,543,800 new small and medium-sized buses set in June 2009 (2065.438+2009) will be accelerated, and new targets will be studied and introduced as appropriate.
It took only five days for Guangzhou to review and approve the Measures on February 26th and implement the subsidy policy. The "Measures" mentioned that it is necessary to speed up the implementation of the quota of small and medium-sized buses that were not used up last year, subsidize the replacement of used cars and purchase new energy vehicles, and boost automobile consumption.
Subsidizing the purchase of new energy vehicles and national six models is in line with the call of the state to stabilize automobile consumption, especially in Guangzhou and Guangdong provinces, which are highly dependent on the automobile industry.
The data shows that in 20 18, Guangzhou's automobile production and sales volume was second only to Shanghai, and the output value of automobile industry accounted for more than 30% of Guangzhou's total output value in that year, with a total output value exceeding 540 billion yuan. Guangdong was the largest automobile province in China, with an automobile output of 31/kloc-0 in 2017.
In terms of new energy vehicles, in 20 19, Guangzhou sold 68,099 new energy passenger cars, ranking third in the country after Shanghai and Beijing. Based on this, Guangdong Province is the province with the highest enthusiasm for introducing policies related to automobile consumption. Guangzhou Automobile Group, which is closely related to Guangzhou, also quickly introduced subsidy policies for its subsidiaries, such as Guangzhou Automobile, Guangzhou Automobile Toyota and Guangzhou Automobile Honda. On the basis of government subsidies, manufacturers subsidized again and launched a number of preferential activities in an attempt to seize the market.
Under the great impact of the COVID-19 epidemic on the domestic automobile market, the automobile industry is in deep crisis. The data shows that the early warning index of automobile dealers' inventory in February was 8 1.2%, up 27.7% year-on-year, a record high. On this basis, manufacturers have also continuously introduced profit-making subsidies, which are also alleviating the pressure on some dealers.
Ren Wanfu, a senior auto analyst, said in an interview: "The trend of the auto market this year is definitely low before and high after. In addition to Foshan and Guangzhou, the probability of introducing relevant policies in other regions is relatively high, especially in areas where OEMs are concentrated. In addition, the purchase tax reduction and relaxation of restrictions in cities with restricted purchases are also possible policies. "
Restart local subsidies and lift the purchase restriction in an orderly manner. As the largest province in China's automobile industry, Guangdong has fired its first shot.
What is the possibility of returning to the era of subsidies?
It is worth noting that Guangzhou's "bailout" policy directly subsidizes new energy vehicles by 1 10,000 yuan. Reminds many people of the wave of sales after the sharp drop in subsidies in June last year.
From June 26th, 20 19, the national subsidy standard for new energy vehicles will be reduced by about 50%, and local subsidies will be withdrawn. According to estimates, the overall subsidy refund rate reached 70% in 20 19, which has obviously exceeded the industry expectations. However, in the market, the sales of new energy vehicles are "falling endlessly". As of June this year, 65438+ 10, the sales of new energy vehicles have been declining for seven consecutive months.
According to the data of China Automobile Industry Association, the sales volume of new energy vehicles in China in 20 19 was1206,000, down 4% year-on-year, and it was negative in the first year.
In fact, in addition to the recovery of land compensation, whether the state subsidy can be successfully withdrawn this year is also the focus of attention in the industry.
This year is the last year of the new energy subsidy policy. According to the policy, subsidies for new energy vehicles that have been implemented for 10 years will be completely withdrawn after 2020. Although Miao Wei, Minister of the Ministry of Industry and Information Technology, mentioned at the 2020 Committee of 100 Electric Vehicles held in June 5438+ 10 this year that the subsidy will not be further reduced after July 2020 1, the outside world began to speculate on the direction of the new subsidy. Will the subsidy behavior of Guangzhou government become a signal to restore subsidies for new energy vehicles?
Subsidies have become the demand of many people in the industry. Some insiders said that according to the opening trend this year, if the state subsidies are completely withdrawn this year, it will inevitably have an adverse impact on the new energy automobile market, which has fallen sharply, and it is not conducive to the recovery of new energy automobile enterprises after the epidemic.
However, Cui Dongshu, secretary-general of the Circulation Association, believes that Guangzhou's subsidy for new energy vehicles is a partial "bailout" in a special period, which does not mean that the whole industry will restart subsidies. In addition, he suggested that Guangdong's subsidies should be innovative in the application of subsidies. "It is equivalent to giving a car gift package of 10,000 yuan, which can stimulate the consumption of new cars, improve public infrastructure while reducing consumption cost, and effectively use consumption to promote the construction of social supporting systems, which is beneficial not only to the industry but also to social development."
Up to now, local subsidies have been cancelled in many parts of the country. After Guangzhou began to subsidize the purchase of new energy vehicles, it is worth paying attention to whether other cities will follow suit.
At least this year, Guangdong Province has taken the lead in setting an example. As a first-tier city, will Beijing and Shanghai launch a similar rescue policy? Let's wait and see.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.