The new energy automobile industry will usher in a major reshuffle, which is essentially a new round of adjustment of the industry. In a word, in the future, domestic new energy enterprises will not be able to rely on government subsidies to survive, demand change, seek change, and have a certain accumulation of technology. It's time to compete shirtless with foreign new energy automobile companies, especially Tesla's factory in China. Due to historical reasons, the traditional automobile industry is in a backward position in technology, and it is understandable to compete with foreign automobile companies. In the new energy automobile industry, our starting point is roughly the same as that of foreigners (in a few years). Supported by the big market in China, overtaking in corners is easy, leading the new energy automobile industry. This decision is very forward-looking, and domestic car companies should understand this good intention.
First, let's look at the latest policy.
2065438+On March 26th, 2009, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and the National Development and Reform Commission jointly issued the Notice on Further Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles.
There is no need to discuss the details, from which we can draw a conclusion that this decision is to eliminate backward production capacity and improve the overall technical content and quality of the new energy automobile industry. It not only raises the threshold of subsidies, but also greatly reduces the amount of subsidies, and also strengthens the supervision of subsidies, so that the subsidized money can really promote the research and development and promotion of new energy vehicle technology, so that those enterprises with quality and technology can really get benefits and help, which is more conducive to the long-term development of China's new energy vehicle industry.
Second, historical reasons.
In the past few years, there have been more than 200 new energy vehicle projects in China, and the related investment has exceeded 1 trillion. According to this scale, if all these new energy vehicle projects are put into production, it is estimated that the output of new energy vehicles in China will reach about 20 million by 2020. If the output of new energy vehicles in China is 278 1 10,000 in 20 18, it means that new energy vehicles account for China. However, the reason why many people actively participate in the new energy industry is not really to contribute to the new energy automobile industry. The most fundamental purpose of most people is to cheat. In these new energy automobile enterprises, most of them are small workshops, and quite a few of them have no research and development ability, limited production capacity and poor product quality.
It has been reported by many media before that some car companies have developed a large number of new energy vehicles, and they don't sell them at all, but set up their own leasing companies, and then sell the new energy vehicles produced to the leasing companies in their own names. These vehicles did not really flow to the market, but were put in warehouses. Some companies even directly removed the sold car batteries, then reinstalled them on new cars, and then used them to cheat a round of subsidies. In 20 16, the Ministry of Finance disclosed that five new energy vehicle manufacturers, including Haige Bus, intended to defraud the state subsidy of more than RMB 10 billion. After a joint investigation by the three ministries and commissions, it was found that there are as many as 90 domestic enterprises, including BYD Geely Zotye Automobile and other well-known domestic enterprises.
Third, the impact of this policy adjustment.
(1) From a small perspective, this policy adjustment will be a better development opportunity for those enterprises that really have core technologies, both battery technology and vehicle quality. After all, new energy vehicles are a long-term plan in China, and the future market space is very broad.
(2) From a high point of view, the competition in the new energy vehicle market will be more intense in the future, especially with the establishment of new energy vehicle production bases in China by international automobile giants such as Tesla Volkswagen, which will inevitably have a great impact on the new energy vehicle industry in China. This will force China automobile manufacturers to really research and develop technologies, continuously improve the battery life and the overall quality of automobiles, which is more conducive to the long-term healthy development of China's new energy industry.
Four, in addition, considering the international competition and China's national conditions, the development of new energy industry, on the one hand, can gradually get rid of dependence on traditional energy, to prevent being strangled; On the other hand, it can also enhance the overall competitiveness of the country.
The above is my personal opinion, thank you.