The withdrawal of local subsidies should wait until the implementation of the new energy dual-point policy in 2019

I have been calling for accelerating the withdrawal of local subsidies for new energy vehicles, establishing a unified national market, and achieving sustainable development. However, we should further rationalize China's new energy vehicle related management system and do a good job of linking the policy.

As the anticipated implementation of the double-integration policy in 2018 is postponed until 2019, this will have a greater impact on the development of new energy vehicle companies, which is detrimental to the rational planning of enterprises. Withdrawing one subsidy policy also requires the effective continuation of other policies. In 2018, it is prepared to reduce the country's subsidies, and at the same time if it is cancelled, the pace will be somewhat faster. I think that the implementation of the double-credit policy will also require a one-year extension of local subsidies.

1. The real estate new energy vehicles in various markets perform well

In recent years, China has introduced a series of subsidy policies that have played a crucial role in opening up the new energy auto industry and making a good start. The process of applying for subsidy for new energy vehicles should be simplified and unified, publicly disclosed, and facilitated by the enterprises, and the subsidy declaration system should be improved to improve the efficiency of corporate applications. From the local share of vehicle sales in various regions in 17 years, Beijing, Shanghai, Zhejiang, and Guangdong are all making efforts to promote the local sales of local automakers and maximize sales growth.

2. The automobile market promotes the outbreak of the world automobile industry

The U.S. market has cultivated American cars. In 1908, Henry Ford and his partners designed a new car, the Model T. The car was well received in the US market and received a large number of orders. This is also the first round of high growth in the United States brought about by the big market.

The European market has cultivated European cars. By the 1950s and 1960s, European tariffs collapsed and the diversification of the automotive industry became the biggest advantage. When every automaker can sell its distinctive products on the market, the advantages of economies of scale appear at once. Since then, European cars have taken the lead in the world. In 1950, European auto production reached 2 million vehicles. By l966, European auto production exceeded 10 million vehicles. By 1973, European car production further increased to 15 million vehicles.

The world's largest market fosters Japanese cars. In 1973 and 1979, there were two oil crises in the world, and car demand dropped drastically. Japanese car dealers won the favor of consumers at the time with fuel-efficient, durable, low-price cars, especially fuel-efficient features, and were welcomed by the international market, especially for the United States. Exports soared. In 1980, nearly 6 million cars were exported, and the output of cars reached 11 million. For the first time, it surpassed the United States as the world's number one. It remained until 1993 and was exceeded by the United States in 1994.

At present, China's large market fosters its own brand new energy vehicles. This is a major opportunity for China's industrial transformation.

3, China's advantage is the national market

To strengthen the modern economy as a national economy, we can better connect production and consumption, promote structural optimization and change the mode of development. First, we must resolutely eliminate all kinds of “roadblocks” that hinder the construction of a unified national market, prohibit the abuse of administrative powers to restrict or exclude fair competition, prohibit the use of market dominant positions to collect unreasonable fees, or impose unreasonable trading conditions, and reduce the total cost of social circulation. Opening restrictions on foreign investment in areas such as trade logistics, attracting multinational corporations to set up functional regional centers for procurement and marketing in China

4. The staged role of local subsidies is very large

In the early stages of the development of new energy vehicles, there is a large gap between the product's cost performance and consumer demand. At this time, relying on market forces cannot develop new energy vehicles. Therefore, it must rely on the government's power to promote. The power of the national government is limited, and it also needs to combine the support of various local governments. As a result, a double promotion model of state subsidies and local subsidies is formed. This model is absolutely effective in the early days of new energy development.

5. Local subsidies should be withdrawn in 2019 due to the delay of double points for one year

On September 29, 2017, the government website released a dual-pointing policy document for new energy vehicles, which is also an important policy that has been broken through for many years and broke through international resistance in the context of some new state-owned enterprises with weak new energy and no investment in foreign energy. The Chinese new energy vehicle industry will be effectively promoted by the trend of becoming stronger and stronger. Original consultation draft: From 2018 to 2020, the proportion of new energy vehicles for passenger car companies will be 8%, 10%, and 12%, respectively. The officially released policy is clear: in 2019 and 2020, the proportion of new energy vehicles will be 10% and 12%, respectively.

Delaying the implementation of the new energy credit trading policy for one year does bring about a certain loss of integral profit to the development of the new energy automobile industry. As a result, the development of new energy vehicle lines will change, and there will be huge room for future plug-in hybrids. The development of pure electric power should focus on the real expansion market, mainly focusing on small and medium sized vehicles and achieving effective product promotion. The one-year extension allows international car companies to lay out their industrial chains and achieve rapid increase in plug-in hybrids.

6. Local subsidies should be withdrawn in 2019.

In the previous period, it was reported on the Internet that “20% reduction in advances, and the adjustment of the subsidy policy in 2018 has been reported to the competent authorities”, and later came the news of the new edition of 40% new energy adjustment. I don't know if this news is true or not.

I feel that it will be possible to reduce the subsidy for new energy vehicles by varying degrees. However, I would also like to reduce the actual amount of subsidies by raising the technical standards for subsidies so as to make new energy vehicles bigger and stronger.

The adjustment of new energy subsidies should reduce the number of slopes and raise more standards. If the standard for reducing the amount of reimbursement is large, and the technical standards for upgrading subsidies are too high, the pressure on companies will be enormous.

The subsidy package for new energy vehicles is that passenger cars are not passenger cars. In 2016, 50 billion yuan was spent on subsidizing passenger cars, and passenger cars were only worth more than 10 billion yuan. It is very important that the national policy subsidy is expected to be stable. Instead of simply subsidizing passenger cars, it is first to accelerate the upgrading of product technology, secondly to accelerate the withdrawal of local subsidies, and finally to consider exiting state subsidies, and to advance in an orderly way to realize new energy vehicles. Bigger and stronger.

7. Subsidy policy convergence is very important for passenger cars

The 2018 year is an important event window for the development of new energy vehicles. Joint venture brand new energy vehicles are not yet in place and dual points have not yet been effectively assessed. This is an important window period for independent development of new energy vehicles. In 2019, it will face severe competition. Therefore, it is necessary to further standardize the subsidies in 2018, and the withdrawal in 2019 is more conducive to the development of independent brands.