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Development and Reform Commission investigates new investments in energy vehicles to discover related projects from Evergrande and Baoneng
Author: Yang Haiyan
On November 25, a China Business News reporter obtained from insiders of auto companies a “Notice on Conducting Investigation of New Energy Vehicle Projects and Production” (hereinafter “Notice”) issued by the National Development and Reform Commission, which requires that all localities The National Development and Reform Commission will report to the Department of Industry of the National Development and Reform Commission on the investment situation of new energy vehicles in various regions before 18 November.
The “Notice” requires development and reform commissions from various regions to provide project status, including project status, construction progress, and annual production status of new approved and submitted new pure electric vehicles since 2015, and the production and operation of new energy vehicle investment projects of existing auto companies from 2019 to 2020. And the record status of new energy vehicle projects under construction. Article 3 requires all localities to provide pure electric vehicle project planning and investment promotion situation in the region, clearly requiring all localities to report in detail the new energy vehicle and parts projects that Evergrande , Baoneng and other companies have invested in the local area since 2017 and they plan to invest in construction. , Including land occupation, construction content, project progress, investment completed, etc.
Another whistleblower from the auto company who asked not to be named believes this move is beyond results and also sends a signal to avoid the current overcapacity of new energy vehicles.
The “Notice” states that the “New Energy Automotive Industry Development Plan (2021-2035)” (hereinafter, the “plan”) issued by the General Office of the State Council this year clearly proposes to strengthen supervision during and after the event, consolidate the primary responsibility of local governments and stop the blind launch of new energy vehicles. The chaos of energy vehicle manufacturing projects also strengthens investment oversight and promotes high-quality development of the new energy vehicle industry.
In the previous plan, the share of new energy vehicle sales in total new vehicle sales has been reduced from the 25% mentioned above to approximately 20%. In addition to the hard indicators in terms of weakness, the plan emphasizes the construction of key technologies and infrastructure. In the eyes of the aforementioned company experts, this means that the policy direction of the new energy automobile industry is gradually shifting from weight to quality.
In terms of production capacity, the previously issued “Automotive Industry Investment Management Regulations” mentioned that high-tech companies are encouraged to enter the automotive industry by finding OEM methods, developing smart cars, and achieving the effect of limiting the new capacity and use the idle capacity.
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