When the car market is hit by the epidemic, China's car market has obviously suffered a huge impact. Whether it is car companies, dealers, or industry-related people, they all call on the state to introduce a "bailout" policy as soon as possible. In fact, relevant government departments have repeatedly voiced their desire to stabilize and expand automobile consumption, and some policies and regulations have been promulgated or are being formulated.
judging from the new auto market policies that have been issued or confirmed, it is natural that new energy auto companies will benefit first. In just one week, two favorable policies followed.
New energy vehicle enterprises welcome favorable policies.
On March 31st, the State Council held an executive meeting, and identified three measures to promote automobile consumption, among which the most noticeable one was to extend the purchase subsidy and exemption from purchase tax for new energy vehicles for two years.
Yesterday, the Ministry of Industry and Information Technology decided to revise the Regulations on the Administration of New Energy Vehicle Manufacturers and Products Access and publicly solicited opinions.
from the explanation of the revised decision, we found that the main contents of the revision involved four aspects:
①? Delete the requirement of "design and development capability" for applying for the access of new energy vehicle manufacturers.
②? Adjust the time for new energy vehicle manufacturers to stop production from 12 months to 24 months.
③? Delete the interim provisions on the application for access by new energy vehicle manufacturers.
④? To delete the newly-built pure electric passenger car manufacturer, it should also meet the provisions of the Regulations on the Administration of Newly-built Pure Electric Passenger Cars.
These four amendments all show that the relevant government departments have further relaxed the entry threshold for new energy vehicles and products.
however, the cancellation of the "design and development capability" has been widely discussed. The industry generally believes that the change of this requirement truly reflects the access to new energy vehicle companies and has been tilted towards "wide advancement".
As we all know, design and development ability is regarded as the soul and core competitiveness of a car company. Why would such an important requirement be deleted for new energy vehicle companies that are allowed to enter? Why do government departments do this, and to whom are they releasing "goodwill"?
From "strict" to "lenient"
In fact, the focus is shifted to the middle and back end
At this stage, the access rules of our new energy vehicle enterprises are the same as the Access Regulations formulated by the Ministry of Industry and Information Technology in 217. However, after more than two years of rapid development, the domestic and international situation and the needs of industrial development have changed.
The modification at this time is also needed based on the existing actual situation. Further relaxing the entry threshold is conducive to stimulating market vitality, and at the same time, it is also for new energy vehicle companies to return to products and return to the market, rather than scratching their heads for access standards.
at the same time, it is worth noting that although the requirement of "design and development ability" of relevant enterprises has been deleted, it does not mean that these new energy vehicle enterprises are left unattended, but the focus of attention has shifted to the requirements of enterprise production consistency and after-sales service support ability.
before, the focus of access conditions was on the front end of production. However, taking the design and development ability deleted this time as an example, there is actually no universally applicable measurement standard and system.
At the same time, due to the continuous development of new energy vehicles, many access conditions are not in line with the current needs, or they are no longer in line with market rules.
Starting with products and after-sales, let the market play the role of survival of the fittest and exercise its rights. This also put an end to the "impure" purpose of individual enterprises joining the new energy automobile industry to some extent, such as cheating and so on.
It can be found that the country is now trying to change the field of new energy vehicles through market competition. It is undoubtedly a wise move to shift the focus from the front end of production to the middle and back end.
Who is the "goodwill" being released to by relaxing the access standards?
To find out who benefits the most, we must first understand the demand. Which companies are in urgent need of entering the new energy automobile industry?
wholly foreign-owned new energy automobile enterprises
There is no doubt that a large number of wholly foreign-owned new energy automobile enterprises will be remembered at the first time. Due to the implementation of China's policy of liberalizing the share ratio of joint ventures, some car companies such as Tesla (building a factory in Shanghai) and Hyundai Motor of Korea (Sichuan Hyundai completed the equity replacement) have enjoyed such "dividends" successively.
however, the number of wholly foreign-owned new energy automobile enterprises is really limited, on the one hand, because of the time limit of releasing the share ratio, and more importantly, they have to "have difficulties" without considering entering the market.
according to the previous access regulations, enterprises are required to have the ability of design and development, which makes many wholly foreign-owned enterprises that originally needed to enter the market inevitably have some concerns. Because this "technical development capability" is a "sensitive topic" for most car companies.
they are worried about whether core information such as some technology patents and intellectual property rights will be "leaked" during the verification and acceptance process.
In the original application for access, the new energy vehicle manufacturers need to list the total number of professional and technical personnel related to new energy vehicle products; To explain the design capability and development process of new energy vehicle products, it is even necessary to provide a list of main facilities and equipment for product development, including the name, model, quantity, purpose and original value of the equipment.
obviously, this is one of the reasons why there were few wholly foreign-owned new energy vehicle companies before. The deletion of relevant requirements and regulations this time is bound to stimulate the interest of wholly foreign-owned new energy vehicle companies and dispel previous concerns.
domestic "OEM" car companies CP
cancel the requirements of design and development capabilities, which may also produce many pairs of "OEM CPS". It is mainly a new force that has the ability to design and develop cars and a traditional car enterprise that does not have the ability to design and develop new energy vehicles.
in recent years, there are hundreds of new car-making forces born in China, but only a handful of them have really achieved mass production delivery. The reason is that most new car-making forces suffer from the "birth certificate" without production qualification.
From the point of view of Weilai and Tucki, which have been delivered in mass production, they are all produced by traditional car companies. There are Jianghuai in Weilai and Haima in Tucki (Xpeng Motors has recently acquired the qualification through the acquisition of Foday Automobile)
But at the same time, there are a large number of traditional automobile enterprises with production qualifications, but lacking the ability to design and develop new energy vehicles. The lowering of the entry threshold may give birth to many pairs of OEM partners.
of course, as the requirements of the front end of production are lowered, the focus is gradually shifted to the middle and back end, which will inevitably lead to the re-examination of the advantages and disadvantages of both OEM and OEM enterprises. It is possible that a new OEM combination will appear and the original OEM combination will disappear.
New energy vehicle enterprises that build cars across the border
It is undoubtedly a great advantage for those enterprises that cross the border from other industries to enter the new energy vehicle industry.
to sum up the attributes of these cross-border players, they are basically oriented towards new energy vehicles, and they are not short of money. But the ability of design and development is exactly what they can't exchange with money in a short time.
This also makes most of them still exist as a "layman" in the army of making cars, although they have spent a lot of money. On the one hand, the modification of access conditions will accelerate the manufacturing pace of those who have already entered the game, on the other hand, it will also stimulate more cross-border players to enter the game.
It can be seen that the relaxation of the entry threshold has a lot of temptations and practical benefits for foreign-owned new energy vehicle enterprises, new and old vehicle enterprises with the possibility of OEM, or new cross-border vehicle manufacturing enterprises that have nothing to do with each other.
due to the new energy subsidy policy switched in June last year, China's new energy auto market, which was originally in a high-speed rush, pressed the "pause button" and entered the market adjustment period. The recent new policy of extending subsidies for two years seems to have played a positive role in China's new energy automobile industry, and relaxing access conditions will bring new stimulus.
However, the current favorable policies depend more on the judgment and screening of the market itself, and China needs more practical support if it really wants to realize overtaking in corners with the help of new energy vehicles. At the same time, relevant departments should also follow up in combination with the actual situation, so that the favorable policies can really land.
from the perspective of the development prospect of new energy vehicles, this modification of access conditions is only one of many adjustments in the future. How the actual effect is, we have to leave it to time and the market to verify.
This article comes from the author of Chejia, car home, and does not represent car home's standpoint.