Dong Yang: The earliest 2018 FTA will allow sole proprietorship to build a new energy vehicle company

On the 25th, at the Automotive Power and Low Carbon Development Forum, Dong Yang, executive vice president of the China Association of Automobile Manufacturers, talked about the three factors that will change the environment for the development of China's new energy automotive industry. They are: the ratio of new energy vehicles to open. , the implementation of the points system and the ban on the burning schedule. On the issue of the stock exchange ratio of new energy vehicles, he proposed: “As early as next year, China’s free trade zone will allow the sole proprietorship to establish a new energy vehicle company.” In addition, Dong Yang stated that under the “double-integration” policy, the new energy vehicle will be broken. Promotion of local protection is imminent. Apart from that, there is a certain misunderstanding of the ban on fuels. "We should not ban the ban on fuel vehicles now. We just want to encourage the development of new energy vehicles and everything depends on the market."

In 2016, China’s new energy vehicle has achieved the top three in the world

At the beginning of the report, Dong Yang preached that in 2016, China’s new energy vehicles had achieved the top three in the world: the production and sales of new energy vehicles and the number of possessions, the number of power battery shipments, and the number of public charging facilities in the world . At present, China has achieved a leading edge in the field of new energy vehicles and its growth momentum is strong. It is expected that China will continue to lead the new energy vehicle market this year. "From the current statistical data, we can see that from January to September this year, China's new energy vehicles sold a total of 398,000 vehicles, the first nine months of growth was 37.9%, is expected to reach the end of this year, the total sales of 700,000 or even 800,000 Previously due to related policy issues, the sales growth slowed down, but in September the single month increased by 79.1%, and now it is constantly rising. The quantity will increase significantly in the next few months.” It can be seen Dong Yang’s The development of new energy vehicles is full of confidence.

At present, the main achievements of the development of China's new energy vehicles are: First, the world's leading production and sales volume, cumulative sales of more than 1 million vehicles, with an average annual growth rate of 200%. In 2016, the proportion of production, sales volume and holdings in the world exceeds 50%, which occupies a large proportion. Driven by the rapid development of our country, the process of electrification of the global industry has accelerated significantly in the past two years. Cross-border car companies have adjusted their strategies, increased investment, and accelerated product launches. This situation is far beyond expectations. Second, the ability to innovate has continued to increase. The innovative system of close integration and deep synergy in production, research, and research in China was initially established. A number of technical shortcomings, such as battery cells, management systems, drive motors, and vehicle control, have achieved breakthroughs, significantly improving performance and significantly reducing costs. It is worth mentioning that the level of passenger cars in China is currently at the leading level in the world. China's new energy vehicle technology standards system has been continuously improved and the international discourse power and international influence have been significantly enhanced. Thirdly, the industrial system was basically established. In 2016, China had three automotive companies and seven battery companies ranked in the top ten globally. Power battery shipments reached 30Gwh, and its global market share exceeded 70%. Fourth, the supporting environment is increasingly optimized. The charging network is steadily advancing, and the coverage of major venues such as public places, residential quarters, internal units, and highways has greatly increased. The charging operation service industry has been initially formed, business models have been continuously innovated, and the level of charging services has been continuously improved.

Immediately afterwards, Dong Yang summed up the four characteristics of the development of China's new energy vehicles. The entire vehicle is shifting from product modification to platform vehicle development, and the product level has been significantly improved. The performance of the power battery has been greatly improved and the cost has dropped dramatically. At present, the cost of electricity in China has reached 1.0-1.3 yuan/wh; the charging infrastructure industry policy is supporting and technological innovation. And business model innovation is booming. By September, China's public charging piles have reached 190,000; policies have created markets and markets have guided innovation. In particular, China's new energy automotive products can be updated at the fastest rate in the world, and electric vehicles will be replaced by two generations. “Products launched this year may not be sold in the next year.” The technology will soon be updated, and batteries, vehicles, etc. will also be updated quickly.

There are achievements and problems

There are many achievements in the development of new energy vehicles in China, but there are also many problems. Dong Yang summed up a few specific issues, mainly five categories, namely policy adjustments and access management adjustments, policy expectations, local policies and market access requirements, charging facilities and lack of market stamina.

Specifically, regarding the adjustment of policies and the adjustment of admission management, the current subsidy retreats, the cost pressure for car companies to reduce costs, and the product structure needs to be adjusted; the 30,000-kilometer requirement for operating vehicles and the subsidy fund appropriation mechanism are influencing the turnover of funds. , thereby reducing the enthusiasm of companies; management and announcement adjustments, have a greater impact on the first half, especially in January; product announcements, subsidy catalogs, car purchase tax catalog, local directory process is too long, plus battery pack testing, product listing It takes about 2+8 months. In addition, in terms of policy expectations, the car-free purchase tax policy will expire in December 2017. At present, we hope that we can strive to remain unchanged in 2025. In local policies and market access requirements, a considerable number of cities did not make corresponding adjustments in time according to the state subsidy policy, which has a great impact on market promotion. In terms of charging facilities, at present, China is faced with the problems of switching and upgrading the old and new standards, the utilization rate of charging facilities and the difficulty of profitability for operators. The last is the lack of market stamina. The private consumer market is mainly concentrated in cities that are restricted to purchase, such as Beijing. Non-purchasing city users will have low purchase intentions. Business policies such as taxis and time-share leasing are also lacking.

Three factors affect the development of new energy vehicles in China

To say that the current hot automobile industry policy, there are three: new energy vehicle stocks than the development, dual-point system and ban the fuel car schedule. Dong Yang mentioned that the three major factors will change the environment for the development of China's new energy auto industry. At present, the State Council has already made a decision. Perhaps next year, in China's free trade zone will be solely funded the establishment of electric vehicles production companies, I am afraid that will have a greater impact on China's new energy industry. In addition, regarding the "dual-integration" policy, he said that China's "dual-integration" policy can be regarded as the most rigorous dual-integration policy in the world and will have a major impact on the development of electric vehicles in China and the world. As for the ban on fire, Dong Yang said that the spring of electric vehicles has arrived and there is no doubt that the development of electric vehicles will be accelerated. However, it is not time to ban the sale of fuel vehicles, but to encourage the development of new energy vehicles, all rely on market decisions.