How do new energy vehicles "run" into the non-restricted purchase zone?

　　Recently, Chongqing Municipality released incentive measures to support the promotion and application of new energy vehicles in 2020, and the industry has shown strong interest in the incentive measures introduced by the government.

In the context of the slowdown in the development of the industry, expanding the application scenarios of new energy vehicles has become a common choice between policies and the market.

　　Recently, Chongqing Municipality issued incentive measures to support the promotion and application of new energy vehicles in 2020.

Favorable policies for new energy vehicles such as "free parking" and "unrestricted traffic restrictions" have attracted market attention.

Wang Yaqin, a staff member of the Chongqing Municipal Commission of Economy and Information Technology, told reporters that in the past few days, she has received dozens of calls every day, and the industry has shown strong interest in the incentive measures introduced by the government.

　　However, behind the new energy automobile industry's enthusiasm for policies, it also conveys market anxiety.

In the context of the slowdown in the development of the industry, expanding the application scenarios of new energy vehicles and allowing new energy vehicles to enter more non-restricted cities and regions such as Chongqing has become a common choice between policies and the market.

　　Policy support quietly turned

　　According to data released by the China Association of Automobile Manufacturers, after last year's new energy vehicles ushered in the first negative growth in the past 10 years, the new energy vehicle market continued to be sluggish this year. In the first half of the year, the production and sales of 496,000 vehicles and 486,000 vehicles were completed, a year-on-year decrease of 31.7% and respectively. 32.8%.

　　In order to stimulate consumption and alleviate downward pressure, in March this year, the State Council executive meeting extended the new energy vehicle purchase subsidy and exemption from vehicle purchase tax for two years.

However, the industry generally believes that subsidy decline is the general trend, and the postponement of the decline policy is intended to stimulate confidence in the new energy vehicle market.

　　The signals from other support policies have attracted more attention from the market.

In July this year, the state-level car to the countryside was officially launched.

Different from the past, this time the car going to the countryside is limited to new energy vehicles, and the subsidy is also relatively large, mostly from 2,000 to 5,000 yuan, and the highest is 8,000 yuan.

　　Looking for new market space, the industry itself is also thinking about new issues such as sinking and going to the countryside.

Cao Yinhua, general manager of Chongqing Hanlian-New Energy Vehicle Service Company, told reporters that as early as April of this year, they had already launched new energy vehicles to the countryside.

"The development of the rural market is conducive to the transformation of rural areas to the use of clean energy. Every household has a large yard and facilitates the popularization of charging facilities. However, there are gaps between rural and urban areas in terms of service conditions, regional development, and brand recognition. How to combine policy advantages to innovate The key to the business model is to suit the locality.

　　In addition to encouraging going to the countryside, from the perspective of the new round of support policies in various regions, the focus is also changing.

From production to sales, from purchase to use, from vehicles to various supporting facilities, the new policy support focuses on application scenarios.

　　In Chongqing, if new energy passenger vehicles sold and licensed in the city are discounted according to the guide price, the municipal finance and the district/county finance of the vehicle company will award the vehicle company at 25% of the discounted price.

Wang Yaqin explained: "Our current policy for new energy vehicles is mainly to provide incentives for supplements to stimulate market vitality and reduce corporate pressure. On the other hand, it is to strengthen the improvement of supporting facilities and subsidies."

　　New energy vehicles are hard to heal

　　"I use the Internet to book a car. I need to charge twice a day, and it takes about 1 hour." On September 12, the reporter walked into the Chongqing Qibo Center charging station, and the new energy vehicle being charged was parked along the charging port. , Can't see the head at a glance.

Xiao Wang, the car owner who was waiting in line for charging, complained: "The battery life is still too short, the charging is still too slow, and the charging station is still not enough."

　　The new energy industry has developed for more than 10 years, and car owners' complaints about new energy vehicles have not changed much.

On September 17, a 2020 China New Energy Vehicle Experience Study released by a market organization showed that issues such as battery life and charging are still issues focused on by new energy vehicle owners.

　　From 1,069 in 2015 to 35,849 in 2019, the number of charging stations in my country has increased year by year, with more than 1.2 million charging piles, but the vehicle-to-pile ratio in 2019 is still as high as 3.5:1, and the construction goal of 1:1 is still Quite a distance.

At the same time, the construction of charging piles still has problems such as unbalanced regional development and substandard number of charging piles.

Data from Qianzhan.com shows that 74% of the charging pile construction is concentrated in 10 provinces and cities.

　　The promotion of battery swapping mode is considered to be a new outlet to solve charging difficulties and relieve mileage anxiety.

The 2020 government work report expands the "construction of charging piles" to "addition of charging piles, replacement stations and other facilities."

Parallel to the policy, major vehicle companies have also increased their attempts at power exchange models.

Changan New Energy established the Chongqing Power Exchange Alliance to improve the power exchange mode services.

　　In a replacement station in Chongqing, the staff introduced to reporters that the replacement of car batteries is completely intelligently operated by a robotic arm, and the whole process only takes a few minutes.

In addition to speed, battery costs are also very attractive.

Owners can choose to buy a car to rent a battery, and the battery can also be optimized for efficiency under professional maintenance.

　　"Whether power swaps can replace charging stations is yet to be known. For a long time, charging and swapping should be the norm in the new energy market." Mo Yuanming, a researcher at the Chongqing Yangtze River Upstream Economic Research Institute, said that in addition to policy support, Large new energy automobile companies should break the barriers to cooperation, expand the construction of power replacement stations, balance regional charging and replacement needs, and improve the construction of new energy vehicle service systems. This may be the future market development direction.

　　Industrial ecological construction has a long way to go

　　“Relying on subsidies alone cannot build an internationally renowned national car brand. We can only rely on ourselves to embrace the wave of new industrial and technological revolutions.” Song Qiuling, a first-level inspector of the Department of Economic Construction of the Ministry of Finance, said that despite the policy orientation towards the new energy vehicle market The role is still obvious. The new policy orientation will also further promote the new energy market system to be more complete, but if new energy vehicles want to form the same market competitiveness as fuel vehicles, they cannot always rely on policy advantages.

Improving supporting measures to solve the worries of the future, speeding up the cultivation of new-energy vehicles, and enhancing brand power and competitive advantage is the king.

　　"At present, most of the new energy automobile industry, whether it is a vehicle manufacturer or a dealer operator, is losing money! I have witnessed batch after batch of merchants, manufacturers, and sharing platforms collapse." Cao Yinhua believes, Behind this are problems such as insufficient supporting facilities and excessive production and operation costs, but the most critical problem lies in insufficient innovation capabilities.

　　Officially announced new energy production and sales data for July showed that the five major brands of Tesla, BYD, Volkswagen, Baojun, and Roewe accounted for 46.4% of total sales, while some domestic traditional new energy manufacturers performed poorly.

How to create a personalized brand power, enhance the sense of science and technology, and quickly introduce new ones to meet diversified market needs have become important issues for new energy vehicle manufacturers.

　　At the opening meeting of the 2020 China Automotive Industry Development (TEDA) International Forum, Wan Gang, Chairman of the China Association for Science and Technology, said: “New energy vehicles should be promoted from policy-driven to'market + policy' two-wheel drive." He believes that to create cross-border integration For the new ecology of the automotive industry, efforts must be made in terms of technology and product innovation, high-quality and safe operation, industrial ecological model, and policy and system innovation.

　　Li Guo