China News Service Client, Beijing, April 29 (Zhang Xu) The industry's long-awaited New Energy Vehicle Subsidy New Deal has finally landed recently, and the 300,000 yuan “car price line” set up for the first time has attracted attention.

　　Under the new policy of subsidies, all luxury brands, including Tesla, will not receive subsidies, and the new car-making forces have made every effort to reduce the impact of subsidies on consumers. Xiaopeng P7 tried its best to control the price to less than 300,000 yuan through "optional".

　　What impact will the New Deal have on the new forces in car manufacturing, and will Tesla lower its price to face it?

Data map: New energy vehicle production line. China News Service reporter Zhang Binshe

New forces in car manufacturing pay for prices to protect subsidies

　　On April 23, the four ministries and commissions including the Ministry of Finance and the Ministry of Industry and Information Technology jointly issued a notice that the new energy vehicle subsidy policy will be extended to the end of 2022. In principle, the subsidy standards for 2020 to 2022 will be reduced by 10%, 20%, respectively, on the basis of the previous year. 30%. The New Deal stipulates that models with a price of more than 300,000 yuan before the subsidy will not be subsidized (except for the power replacement mode).

　　In response to the New Deal, some new car-making forces have taken the lead in launching price-insured strategies to reduce consumer losses caused by the subsidy withdrawal.

　　Ideal Motors CEO Li Xiang said after the announcement of the New Deal that the reduction in subsidies will be borne by Ideal Motors itself, and the price will remain unchanged. At present, only one ONE extended-range SUV of Ideal Car is on sale, and the terminal price is 328,000 yuan.

　　Wei Lai has benefited from the power exchange model that has been adhered to and has become the biggest beneficiary of this New Deal, but it still cannot avoid the impact of the subsidy withdrawal. Therefore, Wei Lai also announced that users who have pre-owned cars on May 31, 2020 can enjoy the subsidy according to the 2019 national subsidy standard, and Wei Lai will bear the difference. At the same time, the new ES8 users who choose to install Antarctic Star Blue will be able to enjoy the subsidy according to the 2019 subsidy standard if they pre-install the car on July 31, 2020.

The domestic electric car Weilai attracted everyone's attention. Photo by Zhang Hengwei

　　Aichi also announced after the subsidy standard was updated that the price of the existing Aichi U5 subsidy remains unchanged. It is understood that according to the New Deal Aichi U5 subsidies located in 2020 should be reduced by 10%. Since the Aichi U5 was launched in December last year, there are a total of four models in the whole family. The price range after subsidy is 179,900 yuan-292,100 yuan. At the same time, Aichi also announced that future users will use any vehicle to replace the Aichi U5, and will give a subsidy of 5,555 yuan.

　　Nezha Automobile also announced that both Nezha U and Nezha N01, which have been delivered for one year, will also keep their original prices unchanged after the subsidy withdrawal. As a compact pure electric SUV, Nezha U is priced at RMB 139,900 to RMB 198,900 after subsidies.

　　The quotation strategies launched by various companies are foreseeable. Although the subsidies continue to decline, in order to continue to ensure the price concessions and competitiveness of their products, more and more car companies will choose to continue to make profits, filling in the subsidies. The impact of selling price.

　　However, Tesla, the newest rival in car-making, recently announced a price increase against the market. The official website shows that Model 3 standard battery life upgrade version and long battery life version prices increased by 4,500 yuan and 5,000 yuan, after subsidies, the price was 303,500 yuan and 344,050,000 yuan, the increase is just the subsidy retreat rate.

"Ten thousand cars" is a barrier

　　In addition to the gradual withdrawal of subsidies and the establishment of a 300,000 yuan subsidy threshold, the new policy also stipulates: from 2020, the number of new energy passenger vehicle companies to declare liquidation vehicles in a single application should reach 10,000 vehicles. Enterprises with required quantity will arrange final liquidation.

　　In other words, car companies need to sell more than 10,000 units annually in order to receive subsidies in a timely manner. However, few brands have crossed this threshold so far.

Cars driving on Beijing roads. Zhang Xushe

　　Looking back on the 2019 transcript of the new car-making force, Weilai delivered 20,565 vehicles throughout the year, ranking first among all new car-making companies, but if we compare the sales target set by Weilai at the beginning of last year, the completion rate is just Over 50%, failed to pass; in 2019, Weimar Automobiles, which ranked second in delivery, delivered a total of 16,876 units; Xiaopeng Automobiles, which ranked third, delivered a total of 16,608 units last year.

　　In addition to the above three, the sales of other new car-making companies have failed to exceed 10,000. As a newcomer delivered in 2019, Zero Run has a sales target of 10,000 units and a completion rate of less than 10%; the future car delivery volume is less than 100 units; the ideal car is just stuck in the bank loan shutdown, power battery failure and other issues just after delivery ... … In addition to these brands, there are also many “PPT car manufacturers”, new power companies that are not able to produce cars.

　　Zhang Xiang, an automotive expert at the Ministry of Industry and Information Technology, said: "If the annual sales volume does not reach 10,000 units, the subsidy will be delayed, and if the subsidy amount is used up, it will cause the car companies to not receive or reduce the subsidy. Of car companies automatically close their doors and promote the healthy development of the industry. "

Affecting new car pricing, Tesla may cut prices

　　The new policy of subsidies not only affects the models being sold. How to get subsidies for own models as much as possible is a practical problem facing all new energy vehicle companies.

　　On April 27, Xiaopeng Automobile P7 was officially released, and its price range was (after subsidies) 229,900 yuan-349,900 yuan. In order to achieve the target of less than 300,000 yuan guide price, Xiaopeng adopted the "optional" strategy to reduce costs. For example, the optional price of the smart music cockpit is 18,000 yuan, and some models require a separate payment of 36,000 yuan to unlock the XPLIOT 3.0 software upgrade service.

　　Industry insiders believe that not only Xiaopeng, but also a group of new carmakers that have not yet delivered the first new car, may also launch a version that meets the subsidy requirements.

　　For Tesla, the biggest competitor in car manufacturing, 300,000 yuan is also a threshold. Some people in the industry predict that Tesla, who will not receive subsidies under the New Deal, will have a high probability of price reduction in the future.

　　He Xiaopeng, chairman of Xiaopeng Automobile, said that after the subsidy for the long-life version of the Model 3 made in China, the price will be reduced to 277,500 yuan. "Close to last year, I said that the price of domestic Tesla can be reduced by another 10,000 US dollars. At this price, the original competitive pressure of electric cars with a price of 150,000 to 40,000 yuan will only increase significantly, and will not shrink. Everyone should do well. Prepare. But it is good for customers and good for market cakes. "

The first batch of domestic Tesla was officially delivered by Cao Leishe

　　When the Tesla Shanghai Super Factory delivered the first batch of Model 3 made in China last year, Tesla had revealed that its localization rate was only 30%, and it is expected to reach 70% by the middle of this year and 100% by the end of the year. Therefore, there is still a lot of room for Model 3 price dip. Anxin Securities predicts that the cost of the standard model 3 of the US factory will be around 230,000 yuan. With the increase in the localization rate, the cost of Model 3 made in China is expected to be reduced by 10% -15%.

　　Zhang Xiang said that the implementation of the new subsidy policy will further widen the gap between Tesla and Tesla. "At more than 300,000 yuan, everyone has no subsidies. For example, the price of new cars in Byton is about 300,000 yuan, and sales will be worse without subsidies. If Tesla will also reduce it to less than 300,000 yuan in the future, the new forces of car-making will face up. Tesla ’s competition will further widen the gap. "

　　"With the further increase of Tesla in the future, it will inevitably drive other luxury vehicles to further develop new energy vehicles in the Chinese market and form a new energy war for luxury vehicles." Cui Dongshu, Secretary General of the National Federation of Passengers, believes that the 300,000 yuan subsidy threshold is set Reasonable, "The first is to increase the efficiency of subsidies, subsidize mainstream products, and reduce subsidies for luxury high-premium products. At the same time, it is conducive to new energy vehicles to enhance the price competitiveness of products and achieve integration with the traditional car price system." (End)