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Author | Wang Leyan
Cancel the green card? It may be true this time!
At the end of February this year, Cui Dongshu, secretary-general of the Travel Association, said that the Travel Association had put forward a proposal to the relevant state departments to merge the blue card and the green card, which "is expected to become a reality in the next two years".
Although there are only two short sentences, it is enough to make public opinion boil. If it is cancelled, the impact on new energy vehicles will be just like learning to run when you just know how to walk.
Green card and blue card have always represented the difference between preferential policies, price subsidies and unlimited trips.
Will the new energy vehicle BUFF fragrant without the green card?
0 1
? Really?
New energy vehicles are taking off the coat of "new energy" and returning to the essence.
As early as 202 1, the market rumors about canceling the new energy green brand were hotly debated.
At that time, it was found on the website of China National Intellectual Property Administration that the Institute of Traffic Management Science of the Ministry of Public Security had a number of brand-new design patents for small car number plates.
According to this publicly released design patent, the passenger car license plate has changed from white characters on a blue background to black characters on a white background, and the bottom is lined with dark blue lines, and the letter layout has also changed. As for the new energy license plate, the background color continues to be gradient design, but it is no longer green, but light blue.
Source: Network
For a time, the argument that the green card should be replaced was very controversial, but it was still not authoritative and eventually dropped.
Now that the Federation has begun to express its views, this time it may be for real.
Cui Dongshu, secretary-general of the Association, believes that the special license plates for new energy vehicles are obviously discriminatory, distorting the natural development of the automobile industry, and the policies introduced by some provinces and cities have weakened the implementation space of traffic control regulations in disguise.
Now that new energy vehicles have gained a firm foothold in the market, there is no reason to be different from traditional vehicles in the application of traffic regulations, so they will put forward suggestions for merging licenses to relevant state departments.
Although this process will bring great trouble to the relevant car owners, this lottery process has been experienced by fuel vehicles in the past and now. It is unreasonable to exempt new energy vehicles from inspection for a long time, which will affect the attractiveness of new energy vehicles for a long time.
Whether it is the end of subsidies or the merger of licenses, Cui Dongshu believes that it is an inevitable trend for traditional energy to gradually give way to new energy, and in the long run, new energy vehicles are very economical; The core competitiveness of the industry has been formed and the relevant infrastructure has been further improved. For consumers, the cost advantage of the life cycle of new energy vehicles will be more and more reflected.
Some netizens said that "the merger is supported, and the discount for new energy vehicles should have ended long ago."
Some netizens also said that "new energy vehicles have no advantage, that is, pure leeks" and "there is no cheapness to occupy. Why do I choose a new energy vehicle? "
Source: screenshot
In fact, once the green card is really cancelled, the biggest challenge still comes from the new energy vehicles themselves, such as pain points, anxiety about endurance, queues on holidays and high maintenance costs.
Source: screenshot
Some netizens teased me, and I specially changed the green car paint to match this brand. Now you want me to switch back to the blue card?
Source: screenshot
Some netizens also believe that after losing the aura of preferential policies, trams are not the best choice to save money and worry compared with oil cars.
02
? After losing special treatment
The take-off of new energy vehicles is inseparable from the support of policies, among which the special status of "green card" gives new energy vehicles many "privileges".
The special brand system for new energy vehicles was introduced in April 20 16, with the purpose of distinguishing and identifying new energy vehicles. In February of the same year, it was put into use in Shanghai, Nanjing, Wuxi, Jinan and Shenzhen, and then the scope was gradually expanded until it covered all cities in China in the first half of 20 18.
Source: Xpeng Automobile Company.
Shanghai is a very typical example. Previously, blue brand fuel vehicles needed to be auctioned, with prices ranging from tens of thousands to hundreds of thousands. The emergence of new energy green brands has opened a gap for potential car buyers in Shanghai.
Implementing the "free green card" policy and purchasing new energy vehicles is equivalent to saving 65,438+10,000 yuan, which has greatly promoted the sales volume and new energy penetration rate in cities with restricted purchases such as Shanghai.
According to the statistics of the Federation, in 2022, Shanghai became the city with the highest sales volume of new energy vehicles with 335,654,38+0,000 vehicles. In the local passenger car market, the penetration rate of new energy reached 45.23%.
Such amazing achievements are inseparable from the subsidy policy, green card policy and the continuous erosion of the market share of fuel vehicles.
With the growth of tram market sales, canceling the green card is essentially to bring new energy back to market balance. Do consumers buy trams because of the green card, various preferential policies, the cost of using cars, or because of the tendency of better product experience? At this time, we also need to see clearly.
In fact, the policy tightening trend on new energy vehicles has also appeared.
For example, at the end of 2022, Shanghai took the lead in changing the green card policy, announcing that from 2023, plug-in hybrid and extended-range vehicles will no longer issue special licenses for new energy vehicles.
Source: Shanghai Municipal Government
This means that all users who buy the above two power models need to join the bidding army like fuel vehicles. At present, the license plate of a fuel car needs to be auctioned for tens of thousands or hundreds of thousands of yuan, which undoubtedly increases the cost of buying a car at once.
Therefore, the influence that plug-in hybrid cars and extended-range cars in Shanghai can no longer get green cards has been quickly reflected. The proportion of hybrid vehicle sales in Shanghai dropped sharply from 24.5% in February of last year to 3% in June of this year.
In addition, the cancellation of new energy subsidies from 1 in 2023 is a big signal.
At present, the sales volume of new energy vehicles in China has exceeded 6.5 million in 2022, and the new energy penetration rate has reached 27.6%. It is estimated that it will reach 36% in 2023, of which more than one third will be trams, which also means that trams have grown from infancy to high-spirited teenagers in China.
Source: Tourist Association.
With the blessing of various preferential policies, it is impossible to correctly judge the real competitiveness and growth of new energy. In addition, the long-term support policy has caused great pressure on national taxation and other aspects.
It's time to spread out the "child's hand". Through fair competition with petroleum vehicles, the survival and hematopoietic capacity of new energy vehicles can also be enhanced, and the market can be virtuous.
Of course, license merger will not happen overnight. Cui Dongshu also said that it is expected that there will be an opportunity within two years, that is to say, there will be a two-year buffer period, and new energy vehicles will have to refuel.
This article comes from the author's Che Yi No.2 Super Electric Laboratory, and the copyright belongs to the author. Please contact the author in any form. The content only represents the author's point of view and has nothing to do with the car reform.