[Economic Observation] Policy "handover" the market, new energy vehicles need to start again
Our reporter Bei Mengyuan
In less than a month, the national new energy vehicle subsidies will be terminated and withdrawn.
This subsidy policy implemented since 2010, after several cancellations and extensions, will finally come to an end.
Over the past 12 years, under the support of a series of encouraging policies such as "National Subsidy", my country's new energy automobile industry has seized development opportunities and built a world-leading industrial chain cluster.
At the same time, the penetration rate of new energy vehicles continues to increase, and my country has become the world's largest new energy vehicle market.
The policy pulls the market, allowing China's auto industry to gain a head start on the track of new energy vehicles.
With the continuous growth of the market, the driving force for the development of my country's new energy vehicles has changed from the initial policy drive to the policy + market dual drive.
Today, the "national subsidy" has been completely withdrawn, the policy has handed over the "baton", and the way forward will be handed over to the market.
Since 2016, subsidies for new energy vehicles have declined year by year, the amount of subsidies has gradually decreased, and the standards of subsidies have increased year by year.
Every time the subsidy declines, it triggers market fluctuations.
Now, this last time is no exception.
In the last period of enjoying the "national subsidy", many car companies have introduced various preferential policies such as lock-up subsidies, time-limited price guarantees, etc., to encourage consumers to catch up with the "last train" of the policy.
The good news is that in the last "interaction" with the subsidy policy, the market showed enough calmness.
Five or six years ago, in order to keep the higher subsidy, car companies would even register unsold new cars in advance before the subsidy fell, and then resell them to consumers.
But now, the price protection policies of various car companies are not as strong as before, and the sales prices of some car companies have risen instead of falling; consumers are also relatively calm, and they care more about the quality of their cars than the "national subsidy" of more than 10,000 yuan .
Some commentators believe that this calmness shows that new energy car companies and even the entire new energy car industry, after years of subsidy support, have accelerated their reliance on subsidies in recent years.
Compared with many years ago, the current new energy vehicle market is much less sensitive to subsidies.
From this perspective, the policy can already "hand over the stick" with confidence and withdraw from the stage of history with peace of mind.
Even so, there are still many challenges in the development of new energy vehicles.
In terms of the industrial chain, due to factors such as the price increase of upstream raw materials and the shortage of batteries and chips, the production cost of new energy vehicles continues to rise, and the stability of the supply chain continues to be impacted.
As a result, a series of problems such as pressure on terminal sales prices, prolonged production cycles, and difficulties in making profits for auto companies have become the biggest challenges facing the new energy auto industry.
In terms of technology, despite the continuous development and maturity of new energy vehicle products in recent years, the cruising range and vehicle quality have been continuously improved, but the reliability and safety of new energy vehicles are still questioned from time to time.
As the penetration rate of new energy vehicles continues to increase, more and more risky accidents such as battery water injection, battery spontaneous combustion, and brake failure have been exposed.
New energy vehicles, which have been playing the "smart card" and "technology brand" for a long time, urgently need to return to the original intention of car manufacturing, and re-emphasize the most important and basic issues such as safety, stability, and quality.
In terms of supporting facilities, from January to October this year, the penetration rate of new energy vehicles in my country has reached 25%, and the sales penetration rate in October was as high as 29.4%. %"The goal.
However, the construction of charging piles, a key supporting facility for new energy vehicles, has been relatively slow, and the vehicle-to-pile ratio has always hovered between 1:3 and 1:2.
The backward construction of supporting facilities has become the biggest obstacle to the further popularization of new energy vehicles.
Over the past 12 years, my country's new energy vehicle industry has made great progress in marketing, brand building, technical reserves, design and manufacturing processes.
Today, the policy "hands over" the market, and the new energy automobile industry needs to start again.
It is expected that it will respond to and solve various risks and challenges on the road ahead with a more proactive attitude.
(Source: Workers' Daily)