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·New forces to build cars to enter the threshold to increase the difficulty of obtaining approval
Since June last year, it has suspended the approval of new energy vehicle production qualifications, and recently stated that “the development of new energy vehicle companies to clean up the normsâ€, the NDRC's series of policies “brakes†means that the new forces will become more and more high. Last week, a “Regulations on Investment Management of Automobile Industry (Draft for Comment)†(hereinafter referred to as “Draft for Commentâ€), which was issued by the National Development and Reform Commission, was circulated on the Internet to replace the previous “Management Regulations for New Pure Electric Passenger Vehicle Enterprisesâ€. The investment policy of the early auto industry, such as the Opinions on Improving the Management of Automobile Investment Projects, has caused most of the new forces in the car to make cold sweats.
It will be harder to get qualifications
In the new "Draft for Comment", the most noteworthy issue is the decentralization of the approval authority for new energy vehicles. Article 5 of the "Draft for Comment" clearly states that automobile vehicle and parts investment projects are subject to the record management by local investment authorities. In December 2016, the State Council issued the "Notice of the State Council on Issuing the Catalogue of Investment Projects Approved by the Government (2016)", which has stipulated that new traditional fuel production enterprises will no longer be approved in principle, among which new pure electric passenger vehicle manufacturers will be established ( The project involving the production of pure electric passenger cars across the class of existing automobile enterprises shall be approved by the investment department of the State Council (Development and Reform Commission). This change means that the automobile industry policy including new energy projects will begin to strengthen the main responsibility of each place.
At the same time, strict regulations have been put forward for new energy projects in various places. For example, the local electric vehicle promotion level should be higher than the national average; before the approval of the new electric vehicle project, the new energy zombie vehicle enterprise should be cleaned up; if there is a new energy vehicle project, the new project cannot be approved before the project is put into production. In addition, the project investment for new energy vehicles that have already obtained qualifications is also strictly required. For example, the project must not be divested before mass production; the core technology of electric vehicles needs to be mastered; only products with registered trademarks can be produced.
Some institutional professionals believe that these regulations mean that, while delegating the power of examination and approval, they also put a "tightening spell" on the power of local approval, and some early approval and random approval will be effectively curbed. For local governments, whether it is the traditional car production capacity or the new energy vehicle production capacity, before the new project is filed, the clean-up work of the zombie enterprises in the same field must be completed. Among them, the definition of zombie enterprises is: less than 1000 passenger cars, less than 50 large and medium passenger cars, less than 100 light passenger cars, less than 50 medium and heavy-duty trucks, and less than 500 light-duty trucks. There are less than 100 special-purpose vehicles and less than 1,000 motorcycles. The promotion of the retreat of zombie enterprises in various places means that the new forces that are currently waiting in line for approval will be more difficult to obtain qualifications.
It’s fundamental to build a car with one heart and one mind
In the new "Draft for Comment", the management of new energy auto companies is the biggest bright spot.
First of all, it is clear that the construction scale of newly built pure electric vehicle enterprises should not be less than 100,000 pure electric passenger vehicles and no less than 5,000 pure electric commercial vehicles. The project should be built on a good industrial base, a complete innovation system, strong supporting capacity and development. Provinces with high potential and key areas for air pollution control will promote new capacity to concentrate on new energy vehicles with strong consumer demand and traditional fuel vehicle replacement potential. Secondly, the shareholders of new energy auto companies are required to withdraw their equity before mass production. This means that “circle-style†investment is prohibited. Then there is the requirement that new energy projects be put into production only to produce their own brands, which will impose certain restrictions on the current foundry production.
At present, more than a dozen new energy auto companies that have obtained production qualifications are under construction projects, such as Xiaopeng, GAC New Energy, Guangqi Weilai, Luzhouzhou, etc., Hezhong New Energy, Weimar Automobile, Changjiang Automobile, Zero Running Vehicle, etc. Most of the projects, such as the future car, electric coffee, car and home, Ai Chi, and Jiangling new energy, have not yet reached the scale of production capacity. Some projects are slow due to shareholders' reasons. These projects will still face certain variables in the future. In addition, for new energy vehicle shareholders who have already invested, they must not invest in other new energy projects before the existing projects have reached the capacity scale, avoiding multiple investment and repeated investment.
In addition, for the current model of new energy-generating new-generation vehicles, it is required that the project can only produce its own branded products. This regulation means that electric vehicles that have been put into production in newly built pure electric vehicle manufacturing enterprises can only use the logo of their own brands. For example, Weilai and Jianghuai, Xiaopeng and Haima cooperated with new energy vehicle projects, and in the future, they may encounter certain market supervision in formal sales. At present, Weilai and Xiaopeng Automobile have begun to discuss the matter with the foundry.
New energy vehicles enter the era of "post subsidies"
It is understood that since last year, there are still more than 200 new energy auto companies waiting in line for approval. More and more enterprises are looking at the future potential of the new energy market, and they are more concerned about the current "affordable" of the new energy market.
However, since this year, subsidies for new energy vehicles have begun to decline, leading to a certain degree of fluctuations in the domestic new energy market in the first half of the year. At the beginning of the year, the Minister of the Ministry of Industry and Information Technology, Miao Wei, made it clear at the forum of the 2018 China Electric Vehicles 100. "If all of them are piled up at the end of 2020, the pressure on enterprises will be great. It is better to adjust the pressure gradually and gradually release pressure so that everyone can Smoothly over the impact of subsidies and declining slopes." As a means of compensation, the Ministry of Industry and Information Technology will promote the management of new energy vehicles in the next step, and plan to improve subsidies for new energy vehicles through financial subsidies.
The relevant person from the National Development and Reform Commission also said that the second half of the year will be further explored in the investment and transfer of new energy vehicles. For example, to carry out the clean-up specifications for new energy auto companies, to revise the “Management Regulations for New Pure Electric Passenger Vehicle Enterprisesâ€, optimize the industrial layout and structure, further improve the management of new energy vehicle investment projects, and explore the development of carbon credits for new energy vehicles in the national carbon emission market. Trade, establish a long-term incentive mechanism for marketization and rule of law. From a policy perspective, new energy vehicles have entered the era of “post-subsidyâ€.
Some professionals predict that with the adjustment of policies, the heat of new car-making forces will be reduced to a certain extent, and the market will become more rational.