Shanghai cancels the license preferential policy: 70% of consumers will not buy new energy vehicles!

"Because the development speed of new energy vehicles exceeds the expectations of the competent authorities, the amount of subsidies will exceed the budget, so the competent authorities have the idea to increase the proportion of retreats." On November 10, Dong Yang, executive vice chairman of China Association of Automobile Manufacturers, wrote an article. Suggestions may be made on the adjustment of the electric vehicle subsidy policy, and it is hoped that the relevant authorities will implement the downward slope of the subsidy amount according to the past commitments.

Previously, it was reported that the relevant authorities were studying new subsidies for new energy vehicles, and planned to implement the 201% subsidy deduction (20% drop) in advance to be implemented in 2018.

On the one hand, the news that the subsidy policy has fallen ahead of schedule is fermenting. On the other hand, the sales of new energy vehicles have soared. The data released by the China Association of Automobile Manufacturers on November 10 showed that the production and sales of new energy vehicles in China completed 92,000 vehicles and 91,000 vehicles respectively in October, an increase of 85.9% and 106.7% year-on-year.

"Doesn't rule out that some consumption will be consumed ahead of schedule due to policy adjustments." Industry insiders concerned about the consumption of new energy vehicles believe that. In fact, the phenomenon of consumption of new energy vehicles under the promotion of policies is very obvious.

Shanghai consumption affected by brand

On the morning of October 30th, the launch of the survey of new energy automobile consumers in six cities in China in 2017 was held in Shanghai International Automobile City.

Liu Ying from the Beijing Institute of Transportation Development, on behalf of the research team, released the “Results of the 2017 China Six-City New Energy Vehicle Consumer Survey” (hereinafter referred to as the “Investigation”).

The "Survey" shows that the new energy automobile market, represented by Beijing and Shanghai's first-tier cities, has been spurred by policies to purchase new energy vehicles.

Among them, taking Shanghai as an example, if the cancellation of the license plate number, 75% of consumers will not choose new energy vehicles, of which 59% will still choose gasoline vehicles.

China’s new energy vehicles have been making breakthroughs since the start of the “Ten Cities in Thousand Cities” in 2009. In 2016, China sold a total of 507,000 new energy vehicles, ranking the first in the world in production and sales for two consecutive years. At present, the cumulative amount of promotion has exceeded 1 million, accounting for more than 50% of the global market. From January to October this year, the production and sales of new energy vehicles completed 517,000 vehicles and 490,000 vehicles respectively, an increase of 45.7% and 45.9% year-on-year.

However, behind the bright report card, the industry is still worried about the development of new energy vehicles. The main reason is that the growth of the new energy auto market is still mainly driven by policies. "The survey" shows that the more first-tier cities, the more obvious the incentive by the policy. Among them, 75% of consumers in Shanghai are starting new energy vehicles for a Shanghai license. In second-tier cities, it is not so obvious, but second-tier cities are sensitive to the prices of new energy vehicles, and they value subsidies more. In second-tier cities, if the restricted line is cancelled, 35% of consumers do not choose new energy vehicles, but if subsidies are cancelled, 59% will not choose new energy vehicles.

The “Survey” also shows that the second- and third-tier cities’ new energy vehicles are mainly used as the second vehicle in the family. Take Shijiazhuang as an example, the proportion of non-first-incar buyers exceeds 80%. Although the proportion of first-line buyers in first-tier cities is higher than that in second-tier cities, it is mainly affected by The limited-limit licensing effect also means that new energy vehicles still exist as a supplement to traditional energy vehicles.

Obvious differences in buying areas

The survey results of two first-tier cities including Beijing and Shanghai, Chengdu, Wuhan, Shijiazhuang and Linyi show that the promotion status of cities at different levels is very different. The data in August 2017 shows that North, Upper, Wide, and Deep The number of first-line cities to promote the application of the total amount of about 54%, the first and second-tier cities to promote the total share of 78%.

According to the “Survey”, the characteristics of new energy auto users in different cities are significantly different. In particular, the characteristics of differences in vehicle models are obvious. Beijing, Wuhan, and Shijiazhuang are mainly home-made pure electric mid-range vehicles. Shanghai and Chengdu are mainly plug-in hybrid vehicles. Linyi’s Domestic low-end electric vehicles dominate.

Different cities have different consumption characteristics of new energy vehicles, and are also affected by many factors such as the level of urban consumption, traffic conditions, and policies. One, second-tier cities, the first car to buy new energy vehicles, a higher proportion. The Beijing Energy Conservation and Emissions Reduction Center of the transport industry is entrusted by the Energy Foundation to carry out the "Beijing private sector consumer survey and analysis of electric vehicles" report shows that Beijing has already purchased or is considering the purchase of electric vehicles can be divided into three categories: The first category is Those who have applied for traditional car indicators that have not yet won the bid and are in urgent need of car use, they hope to use the advantages gained from the index of new energy vehicles to buy cars as soon as possible, most of them are family first-time purchase vehicles; the second type is for environmental protection, fuel-efficient, social and other reasons. People who want to buy electric cars are usually non-first-time purchases. The third category is that the demand for family cars is not urgent, but they recognize that new energy minibuses are scarce resources for the city in the future, and they apply for car purchases in the window of low indicator competition pressure.

There are two main factors affecting consumers' purchase of new energy automotive products: The first is the demand for charging piles. Most consumers who purchase new energy vehicles mainly rely on self-contained piles and unit piles for recharging. More than half of users said that if they cannot build their own piles, they will not choose to purchase new energy vehicles.

Second, the diversification of new energy vehicles and the cost of buying cars are also the main reasons why users purchase new energy vehicles. However, at present, new energy vehicles still face the concerns of “less optional models,” “no one recommended” and “sales and maintenance”.