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On April 23, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and the National Development and Reform Commission jointly issued the “Notice on Improving the Promotion and Application of financial subsidy for new energy vehicles “.
Focus first on:
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From 2020 to 2021, the withdrawal of the slope will be 10% in 2020, 20% in 2021 and 30% in 2022.
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The specific time of the new subsidy policy will be implemented from April 23, and there is a repayment period of three months. During this buffer period, those who meet the 2019 standard can still get 50% subsidies.
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If you meet the 2020 standard, you will receive a 90% subsidy. In the past, each year the introduction of new energy policies would significantly raise the technical threshold for subsidies.
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In the more than four years, from 2015 to 2019, the mileage of subsidized pure electric passenger cars increased from about 160 kilometers to about 350 kilometers. This subsidy mileage maintains the existing base.
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Electricity consumption was reduced from 17 kWh / 100 km to 14 kWh / 100 km, and the energy density of the energy battery system increased from approximately 95 Wh / kg to approximately 150 Wh / kg. This time, technical indicators such as the energy density of the energy battery system maintain the existing standards. Others are only slightly increasing the energy consumption of new energy vehicles and pure electric cars.
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Focused on subsidies for the purchase of vehicles with fuel cells. The subsidies for the purchase of vehicles with fuel cells will be adjusted to selected cities or regions with a base, enthusiasm and characteristics. Focusing on the demonstration of key technical components and the industrial application of key parts and components, the central government will reward demonstration cities by “prize substitution” (relevant notices will be issued separately). We will strive to establish an industry chain of hydrogen fuel and fuel cell vehicles in approximately four years, and to advance key technologies to form a good standing with reasonable design and coordinated development.
Wei Lai successfully covered himself
The most important part of this new policy is undoubtedly: models that provide more than 300,000 yuan will not be subsidized, but vehicles that support electric exchanges are not restricted by this policy.
Since all Tesla models in China exceed 300,000, Tesla will not receive new energy subsidy dividends in the future unless it is outside this price limit.
This can be seen as a “heavy brake” for Tesla China at this stage, which will more or less affect the purchase of the entry-level National 3 Model.
At the same time, the new energy subsidies will also be canceled for more than 300,000 high-end models produced in the country, which is undoubtedly bad news for some car companies that temporarily lack strength.
Recently, BYD’s “Han” models with knife batteries are very popular. BYD Han will launch in June of this year. If it exceeds 300,000, Han’s car may also be stuck at the subsidy mark.
Since it has not been listed yet, to meet subsidy policy standards, there is also a high probability that Han will set the price at 290,000.
The policy of supporting 300,000 vehicles is not subject to the policy limit of 300,000. More than one car company in China currently adopts the electricity exchange model, but this model and the price of more than 300,000 are only Weilai (Weilai models exceed 30,000 price), it can be said that only Wei Lai managed to avoid risks this time.
Why is the power plant exchange model respected?
Weilai’s power station replacement model has two main advantages, namely the battery is easy to monitor and maintain and the battery is iterative to upgrade.
There is a replacement power station, and high-voltage batteries with health problems can be returned to Weilai and re-maintained. It is up to the manufacturer to determine if it can continue to be used in service, which will certainly save natural resources and alleviate environmental problems.
If the battery is kept shallow and fully charged year-round, the owner will inevitably worry that the battery, one of the three cores of the streetcar, will deactivate when misused.
The existence of a power exchange station is also a way to maximize the benefits for the vehicle owner, due to the great versatility of the batteries, it is probable that new batteries will be used.
Of course, the charging station is not without flaws, although Wei Lai has not announced the cost of implementing a single power station.
The cost of research and development at the Weilai power plant was uneven, and the cost of monomers was very high.
Although there is no need for civil engineering for the power station, the cost of labor and capital to communicate with high-speed service stations, property management of residential buildings, and power departments is very high.
Currently, the automatic exchange station has not been fully opened, and the exchange station must have a 24-hour duty officer, and the cost of labor is very high.
Is it good for national production or is it an accelerated reorganization?
At this stage, most Chinese auto companies include new forces to build cars. Except for a few auto companies with high prices, almost all new energy vehicles are concentrated in 300,000.
Many people believe that the introduction of the new policy is intended to protect autonomous vehicles.
Last month, Model 3, 10,160 vehicles topped the list of new energy vehicles, well ahead of independent brands.
In the first quarter, sales of 16,600 units were harvested, which is a clear contrast with the sharp decrease in sales of other automotive companies in the first quarter.
According to statistics, Tesla sales in March accounted for 30% of China’s electric vehicle sales.
It is believed that many companies were relieved after the introduction of this policy.
He Xiaopeng, Chairman of Xiaopeng Automobile, revealed to the outside world that the new policy will have no impact on his own company, but will be good for Xiaopeng Automobile.
However, Li Xiang, founder of Ideal Motors, has published two consecutive articles on the media platform in response to the new energy policy.
Li Xiang believes that the design of the 300,000 subsidy threshold is basically a precise aid to Tesla to beat the national brands of pure electricity.
According to Li Xiang’s own analysis, it is not unreasonable: the current standard version of the Tesla Model 3 after domestic production is priced at 323,800.
Before the new policy is introduced, you can enjoy more than 20,000 policy subsidies. Going forward, the threshold of 300,000 subsidies will be set and subsidies for Tesla will also be removed.
The Tesla Model Y, which will be produced domestically, will not enjoy preferential subsidies unless the price drops below 300,000.
Tesla had been arguing hard for a time before the price cut, perhaps information that the Tesla Shanghai plant had revealed to the outside world in early 2020 was more encouraging.
The location rate of the Tesla plant in Shanghai is around 30%. In July of this year, the location rate rose to 70%. At the end of the year, the national Model 3 managed to locate 100% of the components.
With Tesla’s increased location and increased production capacity, the cost of manufacturing Model 3 home vehicles will also drop considerably.
On this basis, when the capacity issue is resolved and the Model 3 is 100% localized, will Tesla find a reason to reduce the price and will the price drop to less than 300,000?
If Tesla lowers its prices, it will be a new round of new energy remodeling for many independent brands. At that time, this new energy policy will only benefit Tesla and will have no impact!
Well, it seems that Li Xiang’s concern is not unreasonable.
This policy may compel Tesla to lower its price. The fully localized Model 3 market assumes a selling price of around 250,000.
Along with subsidies and discounts, it’s a pressure on independent brands, and it’s certainly a big impact on traditional joint-venture internal combustion engine vehicles in the 200,000 to 300,000 range.
Imagine, with the advantages and performance intelligence of Tesla products, choose between Honda Accord and other models and Tesla Model 3, it is estimated that many people will choose the latter.
Summary
As the policy is good for Weilai, it is estimated that more car companies will follow the Weilai energy exchange model.
It is also a rare development opportunity for Wei Lai himself, and the long-controversial power plant replacement may be widely recognized in the future.
Affirmation of policy, this type of energy exchange model can also usher in “spring”.
Judging by the opinions of online consumers, a large number of people oppose subsidies from car companies and insist on the survival of the fittest.
It is important to know that not all auto companies will make cars naturally. There is no denying that some companies are cheating. Some necessary government subsidies are also important in the absence of R&D funds.
In fact, behind the development of Tesla there is also a lot of support from subsidies from the United States government.
According to a report by the non-profit organization American Good Jobs First: From 2007 to 2018, Tesla received a total of $ 3.5 billion in government subsidies in more than 11 years. During the same period, Google Alphabet’s parent company received $ 762 million in grants. The company has only $ 693 million.
This time, the pertinent regulations for the serious problem of “deception” have also been made: the results of the subsidy verification will be released at the same time, social supervision will be accepted, and informed materials that have not been reviewed will not be accepted. and advertised as needed.
Effectively play the role of information monitoring: if data is falsified, subsidies will be canceled after verification. Strictly manage localities and companies that are not strictly regulated and cause fraudulent compensation, etc. in accordance with regulations.
Lei Feng Net(Public number: Lei Feng Net)& Lei Feng Net Lei Feng Net
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