·Product catalog slimming automotive industry path exit mechanism

64 new energy vehicle products from 20 car companies including Dongfeng, Chery and Zhejiang Haoqing (Geely) have been excluded from the "Recommended Catalogue", and a total of 757 domestic car companies have over 40,000 products (including The entire vehicle and chassis catalogue was revoked and production and sales were stopped as of December 31, 2014.
This is the first announcement issued by the Ministry of Industry and Information Technology to clean up the "Recommended Catalogue Models". Most of them are commercial vehicles such as passengers and goods, as well as special vehicles such as garbage trucks, accounting for 86% of the total number of cancelled products. The rest of the products are pure electric cars; It is the largest auto product catalogue revocation announcement in the history of the Ministry of Industry and Information Technology. It covers the vast majority of auto companies in China, and cancels many types of vehicles and chassis including passenger cars, trucks, sanitation vehicles, transport vehicles and school buses.
The industry believes that the Ministry of Industry and Information Technology's efforts to clean up the automobile production catalogue is aimed at cleaning up the models with extremely low output and even zero production, as well as automotive products that do not meet the requirements of the "Announcement", and to explore ways to implement the exit mechanism for the automotive industry.
The technology upgrade and the Ministry of Industry and Information Technology issued a document stating: "The technical requirements for the recommended models of energy-saving and new-energy vehicles demonstration and application projects are not met, and the "Recommended Catalogues" will be revoked from the date of publication." Chery, Zhejiang Haoqing (Geely), Tianjin Qing The source electric car is impressively listed.
"The cancellation was mainly due to the problem of battery technology, and some products were cancelled because the company was not ready for mass production, and did not update or maintain the new technical standards." A person familiar with the matter told reporters: "The previous catalog put all the batteries. New types of technology vehicles are included. Now lead-acid batteries have been eliminated, mainly to promote lithium batteries."
Feng Fei, director of the Policy Industry Department of the Ministry of Industry and Information Technology, said that cleaning up the "Recommended Catalogues" is a dynamic monitoring method based on indicators such as energy conservation, environmental protection, safety, and theft prevention. Some of the product announcements that have been withdrawn have been removed from the catalog. The new catalog is not specifically intended for certain products.
Some companies have long dealt with, such as Chery. “The technology of the vehicle that has been cancelled in the catalog has already been eliminated by us, and it has no impact on the electric vehicles currently on sale.” Liu Xinwen, general manager of Chery New Energy Automotive Technology Co., Ltd. (hereinafter referred to as Chery New Energy), told the reporter: “2014, Chery New Energy The car has accumulated more than 9,000 vehicles.” Chery New Energy official information shows that the two electric models eQ and QQ3EV currently sold by Chery use lithium electronic batteries and silicon batteries respectively.
The above-mentioned insiders revealed that the withdrawal of the "Recommended Catalogue Model" does not mean that these products will be withdrawn from the market, and the qualifications for the cards will be cancelled, but the country no longer recommends such products.
Two days after the publication of the "Recommended Catalog Model", the Ministry of Industry and Information Technology issued an "Announcement" stating: "The decision based on the "Administrative Licensing Law of the People's Republic of China" and the "Decision of the State Council on Establishing Administrative Licensing for Administrative Approval Items Needed to Be Retained" will now be decided. The revocation of automobile production enterprises and products will be announced." This time, the scope of vehicle catalog cleaning is broader.
"Some of the auto products that were revoked in the catalogue were mainly based on the 'National IV emission standard' that was implemented on January 1, 2015. Products that do not conform to the standards in the catalogue need to be removed." Feng Fei said.
The exit mechanism has been testing the water. The Ministry of Industry and Information Technology has regularly released the models that entered the catalogue, and the release of the catalogue is the first time (except for the automatic revocation of catalogues by enterprises). In this regard, the outside world interprets the country's promotion of new energy vehicles, the requirements for enterprise products are more and more strict, and more flexible, "there is progress and retreat, and promote market full competition" will become the new normal.
This is not a hole in the wind. Previously, Beijing had released the exit mechanism for new energy vehicle products. Su Bo, deputy director of the Ministry of Industry and Information Technology, also publicly stated that it is necessary to evaluate the performance of the new energy pilot application city, complete the good demonstration city to continue to support, and complete the bad promotion of the city. Excluding the list, the bench performs positively in the city.
Moreover, the government's subsidy policy for new energy vehicles has also set a mechanism for declining. A few days ago, the Ministry of Finance and the Ministry of Industry and Information Technology and other four ministries jointly issued the "Notice on Publicly Soliciting Financial Support Policies for the Promotion and Application of New Energy Vehicles in 2016-2020", which clearly stipulates that the subsidy standard for pure electric vehicles and plug-in hybrid vehicles in 2017 will be 2016. On the basis of the year, the decline was 10%; in 2019, the subsidy standard was further reduced by 10% on the basis of 2017.
In fact, not only in the field of new energy vehicles, but also in the entire automotive industry, the government is mulling how to implement the exit mechanism. In July 2012, the Ministry of Industry and Information Technology issued the "Notice of the Ministry of Industry and Information Technology on Establishing the Exit Mechanism of the Automobile Industry" and decided to establish a withdrawal mechanism for backward enterprises in the automotive industry. In 2013, the Ministry of Industry and Information Technology issued a “blacklist” for 48 car companies. The Ministry of Industry and Information Technology stipulates that during the two-year evaluation period from November 1, 2013 to October 31, 2015, if the assessed enterprises are still unable to pass the relevant assessment, they will be completely eliminated from the automobile industry. Among them, the evaluation standard for passenger car companies is “the annual sales volume must not be less than 1,000 vehicles”.
All along, the government hopes to encourage the integration and integration of the automobile industry through the "Automotive Industry Adjustment and Revitalization Plan" to increase the scale of the automobile industry and industrial concentration, and enhance the competitiveness of Chinese automobile companies. Throughout the history of world automobile development, no country has a car industry like China, with so many car companies and products. Taking the Korean auto industry as an example, after years of mergers and acquisitions, Hyundai Group controlled nearly 80% of South Korean auto production and became the world's fifth largest automobile production group.
However, due to various reasons, China's auto industry mergers and acquisitions have not made breakthroughs. Automotive industry analyst Zhang Zhiyong believes: "A large-scale clean-up of automobile manufacturers and product catalogues will help accelerate the survival of the fittest and the rational distribution of production capacity among auto companies."
The government has tightened the "red line" of the policy, are the car companies ready?

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