In the first half of this year, the development of new energy vehicles slowed down significantly

Compared with the development of new energy vehicles in the past two years, in the first half of this year, the attitude toward new energy vehicles inside and outside the industry has gradually become calmer, and the voice of reflection has increased. The signs of the slowdown in the development of new energy vehicles in China are evident.

In the past six months, there have been no new policies directly related to the development of new energy vehicles. The progress in the areas of public services and private consumption has been slow. There are no new energy vehicles on the market for auto companies, and almost no new energy vehicle projects have been launched around the country. Various phenomena indicate that the development boom of the first wave of new energy vehicles starting from 2009 is cooling down. Looking at the development of new energy vehicles in a calm manner may be more conducive to the transformation and long-term development of China's auto industry.

■ Little policy is still expected In the first half of this year, the "Energy-saving and new-energy automotive industry development plan (2011-2020)", which was highly anticipated by the industry, was postponed again and again. This major policy has not been issued yet, which directly led to the development of new energy vehicles in the first half of the year as a “blank”. If you have to look for new energy vehicles from the new policy, there are two "drafts for solicitation."

First, in April this year, the National Development and Reform Commission issued the "Foreign Investment Industry Guidance Catalogue" (Consultation Draft), proposing that the state encourages foreign investment to establish key spare parts enterprises for new energy vehicles in China, but the shareholding ratio shall not exceed 50%. This is the first time that the country has made clear regulations on the number of joint ventures for key components of new energy vehicles.

Second, on June 15th, the “Regulations for the Implementation of the Tax Law of the People's Republic of China on the Vehicles and Boats” (Legislation Draft) stipulated by the State Council on the legal office cloth stipulates that the tax on vehicles and vehicles for pure electric vehicles, fuel cell vehicles and plug-in hybrid vehicles shall be exempted. Hybrid vehicles are halved by the applicable tax for similar vehicles.

â–  Cold market issues Many new energy vehicles will eventually go to market. Unlike last year's new energy autos, the first half of this year, regardless of the public service sector or the private consumption market, there are few news about the delivery of new energy vehicles. Only a handful of companies such as Jianghuai and Futian have had pure electric vehicles. Car delivery ceremony.

For the private consumer market, this newspaper conducted a market survey in June. Privately-purchased new energy vehicle subsidy pilot policy Since the implementation of the program, BYD, JAC, and Zhongtai have sold electric vehicles for more than 1,000 vehicles in a week. A small percentage of consumers have purchased new energy vehicles. However, the number of privately-owned purchases of new energy vehicles is still too low, and the number of listed models is low. There are still many problems in the process of new energy vehicle market promotion. Typical performance is "difficult to buy a car, hard to sell a car, and hard to use a car," hindering the rapid entry of new energy vehicles into ordinary people's homes.

In the field of public services, the "Ten Cities Thousand Vehicles" demonstration project has been implemented for two years. Compared with the situation in the past year and a half, the first half of this year was the most bleak. There was little news of the government purchasing new energy vehicles. Many people in local procurement centers report that new energy vehicles are not stable and companies have no cars to sell, and it is very difficult to arouse their purchasing interest.

In addition, on April 11th, a pure electric taxi in Zhongtai spontaneously ignited during the operation of Hangzhou, casting a shadow on the market for electric vehicles. As a new thing for electric cars, it is normal for them to have problems during the demonstration operation. However, the initial evasive attitudes of local governments and enterprises have caused dissatisfaction. Spontaneous combustion also highlights the lack of self-regulation on the installation of real-time monitoring systems in new energy vehicle demonstration cities.

â–  Slowdown of corporate actions, etc. In the first half of this year, few new energy vehicles were introduced in China. The reporter reviewed the 5 batches of new car announcements issued by the Ministry of Industry and Information Technology in the past six months and found that although many new energy vehicles were announced, they were concentrated in the commercial vehicle sector. There were only 10 models of pure electric cars and hybrid cars. It can be seen that passenger car companies launched new energy sources. The speed of the car has slowed down significantly.

The Shanghai Auto Show in April this year is a big stage for auto companies to focus on the achievements of new energy vehicles. The number of new energy vehicles exhibited at the Shanghai Auto Show was less than that of last year's Beijing Auto Show. Some companies did not put new energy vehicles on the most prominent position on the exhibition stand. Chery, Geely and other self-owned brand auto companies showed a significant decrease in the number of new energy vehicles. The auto show has released signals of local cooling of new energy vehicles.

In the past six months, automotive companies have not released the news of new energy automotive technology breakthroughs. At present, in the case of technological breakthroughs, some auto companies are re-inclined to develop hybrid vehicles that are easier to industrialize. Relevant persons in charge of FAW, Chang'an and other companies have clearly indicated that the recent R&D will focus on hybrid vehicles.

In addition, automotive companies and power companies also differ in the business model of charging and changing electric vehicles. Auto companies tend to charge mode, power companies tend to change mode, the two sides are not unified, leading to slow infrastructure construction in the first half of this year. The central electric vehicle industry alliance established by the central government in August last year has not achieved much results. It is said that there is no agreement among the central enterprises on the development of electric vehicles.

â–  Local rationality In the past two years, local governments were one of the most active forces in the development of new energy vehicles. With the development of new energy vehicles as a strategic emerging industry, realizing the transformation and adjustment of local economies will be of double benefit to local governments. As a result, new energy auto industry bases and industrial parks everywhere are blooming, and local new energy auto industry alliances are springing up.

Today, this boom is fading. In the first half of this year, except that Shanghai announced the construction of an international electric car demonstration city in Jiading District, there was no news of the launch of the new energy automobile project. Once Caofeidian, Hebei, the world's largest electric car city, was proposed in high-profile terms. In the past six months, investment promotion work seems to have stagnated, and there has been little news of electric cars. A new energy vehicle project in Yantai, Shandong Province, had planned to invest 10 billion yuan to build the local leading industry. Today, there is only one abandoned building and hundreds of acres of wasteland.

Since the beginning of this year, almost no new local government-led new energy automobile industry alliance has been established. The reporter searched around to find it. In January of this year, a county-level city in Zhejiang Province, Yongkang organized several local companies to establish the "Energy Conservation and New Energy Automobile Industry Alliance." The many local new energy auto industry alliances that have been established are now almost silent.

With too many uncertainties in new energy vehicles, it is inevitable that local governments will be blindly working on problems, and they are suspicion of setting up local performance projects. The current slowdown in investing in new energy vehicles can be seen as a rational return of local governments.