After a fraudulent storm, the subsidy policy for new energy vehicles followed the adjustment and hopes to make up for it. With the continuous improvement of the threshold, in 2016, half of the new energy vehicles have not passed the subsidy checkpoints, and many new energy vehicles are still running a "long marathon" of 30,000 kilometers.
Recently, the Ministry of Industry and Information Technology organized an expert review of the second batch of supplemental liquidation application materials for 2016, and formed the Preliminary Review Report on Supplementary Liquidation Audit of the 2016 New Energy Vehicle Extension and Subsidy (Second Batch). According to the analysis of these materials, Cui Dongshu, secretary general of the National Passenger Vehicle Market Information Association, pointed out that the number of subsidies for new energy vehicles in 2016 was still less than half of the current year's production and sales, which was mainly due to the “30,000-kilometer†restriction. The strict auditing standards are unfavorable to new energy passenger vehicles. This is a wrong concept that should be changed.
In 2016, 517,000 new energy vehicles were produced and 507,000 vehicles were sold. At present, the number of applications for subsidies for new energy vehicles in 2016 is 238,000, and the number of subsidies approved is 228,000. The funding for the application was 29.6 billion yuan, and the approval passed 28.8 billion yuan, of which the passenger car was 21.5 billion yuan, the passenger car was 7.17 billion yuan, Yutong, Zhongtong and BYD (66.510, -0.30, -0.45%) were 6.5 billion yuan respectively. RMB 3 billion and RMB 2.7 billion were among the top three subsidies for new energy buses. BYD, BAIC New Energy and Geely, which won the top three subsidies for new energy passenger vehicles, were RMB 3.12 billion, RMB 8.5 billion and 7.5 respectively. 100 million yuan.
From the current situation, the subsidy for new energy buses in 2016 is 3 times that of new energy passenger cars, and only one Yutong company's subsidy for 18,000 new energy passenger cars is close to the subsidy for all passenger cars, even if BYD 2016. With 100,000 new energy vehicles sold, it won the global sales championship, but only 5,574 buses were subsidized in 2016, and the total subsidy was less than Yutong. In 2016, BAIC's new energy vehicles sold more than 50,000 vehicles, and the current subsidy approved number is 18,000. The performance is not strong, and the reason is estimated to be affected by 30,000 kilometers.
In order to allow the development of new energy vehicles to come back on track, the New Deal, which was delayed until December 30, 2016, targeted fraudulent subsidies: New energy vehicles purchased by non-individual users are required to apply for subsidies, and the accumulated mileage must reach 3 Million kilometers.
It has been controversial whether or not to subsidize, how much to subsidize, and how to subsidize new energy vehicles. As an emerging industry, new energy vehicles are generally considered to be driven at the start by subsidies and other incentive policies. Who knows, some companies drill subsidy policy loopholes, through the fictional production of new energy vehicles, sales, car shortages or idle vehicles and other unlawful means to obtain subsidies, and take the risk of entering the wrong direction. The results of the verification of the fraudulent incident in 2016 showed that the hardest-hit areas were mainly in the field of new energy buses that could receive subsidies of hundreds of thousands or even millions of yuan with one vehicle. Many companies such as Suzhou Jim West Bus entered the blacklist.
The setting of a 30,000-kilometer hard index can be plugged to a certain extent, especially for new energy buses with few individual users, but it also brings some side effects. Many new energy buses need 1 to 2 years at the fastest. New energy passenger vehicles that can reach 30,000 kilometers and are not used for private purchases and used mainly in taxis and other public sectors have also been hit, which has brought greater financial pressure on car companies. At the same time, 30,000 kilometers can not be closed loopholes, which is also worthy of discussion, the industry recently reported that individual new energy auto companies through the air running brush miles to defraud the state subsidies news.
There is no doubt that the new energy vehicle related policies will continue to improve. Subsidy adjustment is imperative, and even by 2020 it will face the fate of a complete cancellation. Sooner or later, new energy vehicles will shift from policy-oriented to market-oriented. The current batch of new vehicle-building forces and traditional car companies are gradually entering the field of new energy and will accelerate the process of marketization. For new energy vehicle companies that have been subsidizing Dongfeng, it is more important to improve their internal strength than staring at subsidies. Raising the energy density of batteries, increasing mileage, and reducing the cost of batteries and vehicles is a top priority. It is worth mentioning that, in 2016, with more than half of new energy vehicles still failing to receive subsidies, and with the subsidy falling sharply in 2017, the enthusiasm of auto companies for new energy vehicles continues to rise. In 2017, China’s new energy sources (7.810, 0.17, 2.23%) The automobile output was 774,000 and the sales volume was 777,000. The proportion of the total automobile production and sales further increased. This means that the reliance of car companies on subsidies has weakened and they are preparing for future subsidies for "weaning."
The real new energy automobile ring game will start from the moment when the subsidies are completely cancelled.
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