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New energy car door lifts nearly 30 car companies to grab "Admission Tickets"

2019-05-21

A few days ago, Zhang Shulin, a special expert from the National Development and Reform Commission, revealed that [about 30 car companies are preparing for the declaration." The NDRC has received eight applications for new energy passenger car [licenses" and has officially approved it. Three. This means that in the future, the new new energy passenger car project will enter a period of intensive approval.

Analysts pointed out that this will help accelerate the popularization of new energy vehicles in China. From the early stage of [heavy business" to the private consumption, new energy passenger vehicles are expected to set off a new high growth banner for the new energy market in the future.

According to the latest sales data, due to the [cheat" incident last year, in September, new energy vehicles produced 43,000 vehicles and sold 44,000 vehicles, up 25.7% and 43.8% respectively. The growth rate has a cliff-like decline, setting the lowest monthly growth rate of new energy vehicles this year.

The growth rate of new energy vehicles is falling. According to the data released by China Automobile Association, China's new energy vehicles produced 43,000 vehicles in September, with sales of 44,000 vehicles, up 25.7% and 43.8% respectively. Among them, the production and sales of pure electric vehicles completed 34,000 and 35,000 respectively, up 31.6% and 63.1% respectively; the production and sales of plug-in hybrid vehicles completed 0.8 million and 0.9 million respectively, and the output increased by 6.3% year-on-year. 2.1%.

On this basis, from January to September, new energy vehicles produced 302,000 vehicles and sold 289,000 vehicles, an increase of 93.0% and 100.6% over the same period of the previous year. Among them, the production and sales of pure electric vehicles were 229,000 and 216,000 respectively, up 118.1% and 128.4% respectively over the same period of the previous year; the production and sales of plug-in hybrid vehicles were 73,000, an increase of 41.7% and 47.2 respectively over the same period of the previous year.

According to the data, although the new energy vehicles maintained a high growth rate in September, the monthly sales growth rate was again lower than 50%.

Moreover, compared with the unexpected decline in March, the data is more alarming. The growth rate of new energy vehicles in September has been the third consecutive month of decline, and the decline has accelerated.

Data show that in August, new energy vehicles produced 42,000 vehicles and sold 38,000 vehicles, up 81.5% and 92.2% respectively. In July, new energy vehicles produced 38,000 vehicles and sold 36,000 vehicles, up 93.4% and 98.1% respectively.

According to the trend of new energy vehicles last year, the fourth quarter was affected by factors such as changes in subsidy standards, and the market experienced a spurt of growth. The higher base will bring more adverse effects to the market growth in the fourth quarter of this year.

At the statistical data conference in September, the China Automobile Association has stated that the production and sales targets of 700,000 new energy vehicles this year cannot be achieved. The most ideal state is that it hopes to reach the level of 500,000 vehicles.

It is difficult to eliminate the "cheat" in a short time. In fact, the emergency braking of the growth rate of the new energy vehicle market is closely related to the "cheat".

[According to preliminary estimates, this matter will directly reduce the company's net profit attributable to the parent company in 2016, which is RMB 3,154,200,100, which will have a greater impact on the company's 2016 operating results. The specific impact amount and accounting treatment will be confirmed by the company's annual auditing firm. Prevail." On October 13, Jinlong Automobile issued an announcement after receiving the "Notice of Administrative Punishment of the Ministry of Finance".

This is also the third listed car company in China after Lifan Motors and Chongqing Hengtong, which was issued a huge ticket for [cheat". It is reported that Jinlong Automobile has 1683 vehicles that have not been completed by the end of 2015. However, in 2015, the motor vehicle driving license has already been processed in advance, which does not meet the reporting conditions, involving the central financial subsidy fund of 519.21 million yuan.

To this end, the Ministry of Finance will recover Suzhou Jinlong's 2015 central financial pre-allocated funds of 519.21 million yuan, and intends to impose administrative penalties on Suzhou Jinlong Company. According to the 50% fine of the amount of violations, Suzhou Jinlong will face 159.609 million yuan. Ticket. At the same time, from this year, Suzhou Jinlong Company will be disqualified from the central financial subsidy. When it is resumed, the rectification of Suzhou Jinlong will be reviewed and re-approved according to procedures.

In addition to the deterrent of [cheat" tickets, auto companies are also experiencing the delays of many local new energy subsidy policies, which have led to weak growth of new energy vehicles, especially in commercial vehicles.

Xu Haidong, deputy secretary-general of the China Automobile Association, said that the growth rate of new energy vehicles was as high as 300% last year. However, the growth rate of new energy vehicles in the fourth quarter of this year is relatively low. If specific policies are timely, new energy vehicles will enter a stable development. At least, the growth rate will not be lower than 100%.

Passenger car into new energy market growth momentum Although the overall sales growth rate of new energy vehicles is declining, but the policy continues to encourage, the new energy passenger car segment market has generally accelerated, this year, the growth rate has been higher than the overall new energy market.

According to statistics from the Association, in August, the sales volume of new energy narrow passenger cars was 29,913 units, an increase of 117% year-on-year; in July, the sales volume of new energy narrow passenger cars was 29,479 units, an increase of 162%; the sales of new energy narrow passenger cars in June It was 34,000 vehicles, an increase of 163% year-on-year. The corresponding new energy market is slightly inferior. The growth rate in August was 92.2%, the growth rate in July was 98.1%, and the growth rate in June was 107.3%.

[Recently, nearly 30 companies are preparing for the declaration. Up to now, the National Development and Reform Commission has received 8 formal application enterprises. Among them, 3 have been approved by the National Development and Reform Commission, and the other 5 are in the process of review or soon. In the review." Zhang Shulin said that among these enterprises, there are Internet companies, startup companies, foreign-funded enterprises, and now traditional vehicle companies, and so on.

The analysis pointed out that in the future, new energy passenger car enterprises will enter a rapid approval stage, and future products will enter a period of rapid improvement. Under the background of continuous improvement of infrastructure, it is expected to stimulate the private consumption market of new energy vehicles. Develop and crack the current situation that new energy vehicles rely too much on commercial vehicles.

Cui Dongshu, secretary-general of the Association, said that passenger cars have become the main driver of the growth of the new energy vehicle market this year. Prior to this, the main contributors to market growth were new energy buses and special vehicles. This year, sales of new energy passenger vehicles accounted for 75%, a significant increase from 57% in 2015.

However, about 70% of the existing financial subsidies for new energy vehicles in China are distributed to commercial vehicles. At present, in terms of industrial policies, China has begun to change. It not only guides the regulation of investment and industrial development through a series of measures, but also absorbs some enterprises that are more focused on R&D and production of pure electric passenger vehicles to promote industrial upgrading and give full play to the market. The role of the main body has formed a new competitive landscape in the production of pure electric passenger vehicles.

Lu Qun, chairman of Great Wall Huaguan, who just got the qualification for new energy passenger car production, believes that the reduction of subsidies for new energy vehicles will lead the industry to a more correct and normal development track.





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