Xiao Peng "cheated" to make up for the doubts

Xiao Peng, who first topped the sales list of new forces, had not had time to be complacent, and he encountered a "stuffy thunder" head-on.

Recently, some media broke the news that Mr. Chen, a consumer in Nanjing, was told that "to pick up the car, you have to add money" after ordering the Xiaopeng P7 car. On November 12, Mr. Chen, who came to pick up the car, said that he would have to pay an additional 7,000 yuan to deliver the car.

How can a car with a clear price tag still have a routine of starting prices on the spot?

In response to consumer doubts, the sales supervisor of the store involved directly moved out the relevant policies of "state subsidies". The supervisor said that when the car is delivered, the owner's supplementary payment is a unified operation: "All the cars are made in this way, if you don't get it this way, there is no state subsidy, and we all operate in this way." ”

According to the rough calculation of Lizhi News and other media under Jiangsu Radio and Television Group, according to the staff member, Xiaopeng "should receive a cumulative subsidy of 900 million yuan", and Xiaopeng, who operates in this way, cannot escape the suspicion of Yin-Yang contracts and tax evasion.

For this controversy, Xiaopeng Automobile officially responded with a heavy weight, saying that this is the relevant personnel did not explain the relevant policies clearly, it is the company's management mistakes, and the follow-up Xiaopeng will fulfill the commitment of the contract.

Although the official response was made, it is still unknown whether Xiaopeng was suspected of defrauding new energy subsidies or whether the sales staff involved wanted to profit from it. But in any case, the Practice of privately making up the difference in price in this Xiaopeng direct-operated store is indeed inappropriate, and it is difficult to protect the rights and interests of consumers after leaving the written contract.

Some analysts pointed out that it is legitimate for consumers to require Xiaopeng 4S stores to deliver the car in accordance with the contract, because the store's behavior of requiring consumers to pay the difference afterwards is not protected by law.

Due to the suddenness of the incident, the recent claim that "Xiaopeng cheated and made up" is not a minority, but xiaopeng, who is already in a high position, really does not know the reason for playing with fire and self-immolation? The cost of violating laws and regulations is much more than simply paying off fines.

In the final analysis, wrong is wrong, Xiaopeng, who is trapped in the cloud of deception and doubt, can only pay for the brand reputation consumed, in this storm, the owners of the nest fire rights protection and the enterprises that strive to save the respect are not winners.

The unspoken rules under the dividend?

How tempting can huge new energy subsidies be?

Public data show that between 2016 and 2020, the new energy subsidy funds after the rounding of vehicle companies totaled 32.946 billion yuan, of which BYD received 3.98 billion yuan of new energy subsidies with 155,000 approved new energy vehicles, ranking first in the amount of subsidies, and this amount has exceeded 12% of the total selling price of approved vehicles.

But under the temptation of tens of billions of subsidies, some eager car companies began to test on the edge of the red line.

Time pulled back to 2016, there is a "domestic new energy vehicle manufacturing enterprises cheating and illegal compensation summary table", Geely, BYD, FAW and other dozens of enterprises are also included, because the source of the information is unknown, so the authenticity can not be verified.

However, it is certain that in the same year, the relevant departments have successively punished Chongqing Hengtong Bus, Lifan Shares, Suzhou Golden Dragon, Henan Shaolin Bus, Chery Wanda Guizhou Bus, Shenzhen WuzhouLong and other car companies on the issue of fraud, and through comparison, the above 6 enterprises that were punished have invisibly added some credibility to them in this summary table of unknown provenance.

In the following year, SAIC Tangshan Bus, Chongqing Lifan, Zhengzhou Nissan and other 7 car companies were administratively punished by the industrial and information technology department for fraudulent compensation, compared with the previous "licensed car" fraud reasons, the reasons for the punishment involved this time are more complicated, and the products do not match the announcement, and the tianxiu operations such as the first release of the unanese battery are exposed to the spotlight.

Auto industry analyst Zhang Xiang pointed out in the dialogue with "A Little Finance" that the controversy over new energy subsidies has existed for many years, and the private operation in the transaction is a common unspoken rule in the automotive industry, and some consumers and 4S stores have formed a tacit understanding, and it is difficult to supervise the private transactions and false invoicing in the car purchase process.

In the face of interests, some car companies have chosen to dump, and the reason for this situation is not only material temptation, but also related to the additional factors of defrauding the low threshold of new energy subsidies.

As long as it meets the regulations, the manufacture of new energy vehicles can obtain subsidies, so there are no licenses, no cars, no electricity, logos and other fraudulent phenomena will emerge in an endless stream, such as from the production qualifications, scale strength and other enterprise conditions to make restrictions, or can invisibly increase the entry threshold for subsidies.

In fact, before restricting car companies, it is also necessary to look directly at the two major problems in front of new energy subsidies: on the one hand, it is difficult to comprehensively supervise the gap for car purchase transactions; on the other hand, cheating is a difficult to define behavior.

Taking Xiaopeng's suspected deception as an example, the Yin-Yang contract alone cannot conclude that Xiaopeng cheated on compensation, and factors such as sales skills and product price reductions may lead to the occurrence of this incident.

An Guangyong, an expert of the Credit Management Committee of the All-Union M&A Association, told "One Point Finance": "It is difficult to judge whether the behavior of the enterprise is fraudulent compensation, even if the enterprise is objectively not a fraudulent compensation, it may also be subjectively wanting to deceive compensation." ”

Instead of arguing about whether to cheat or not, it is far better to focus on improving the subsidy policy, An Guangyong believes that the continuous improvement of the subsidy policy is the key to solving the problem: "If these subsidy policies are not rigorous enough, then even upright enterprises will have crooked thoughts, from the level of the whole society and supervision, more importantly, the result, the mechanism that allows more enterprises to form a virtuous circle is the most important." ”

The introduction of new energy subsidies is a good thing to promote the popularization of products, but if more and more people with hearts are allowed to exploit the loophole, it is tantamount to another regression in the industry.

What happened after weaning?

Living on new energy subsidies is not a long-term solution. Moreover, subsidies for new energy vehicles are shrinking.

Since 2015, the subsidy policy for new energy vehicles has been officially introduced, but with the steady increase in the penetration rate of new energy vehicles, the corresponding subsidies are also further narrowing.

According to the requirements of the "Notice of the Development and Reform Commission of the Ministry of Industry and Information Technology of the Ministry of Finance on Further Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles" previously issued by the state, the subsidy standards for 2020, 2021 and 2022 will be reduced by 10%, 20% and 30% respectively on the basis of the previous year.

In the face of the decline of new energy subsidies, the car companies that have been forced to wean cannot sit still, rather than sit still, it is better to take the initiative.

In order to consolidate its position in the head camp, Big Brother Wei chose to resist pressure hard. Under the dual influence of the further decline of new energy subsidies in 2022 and the postponement of the delivery of WEILAI's orders, WEILAI has launched a subsidy policy for some designated individual users, and users who pre-market cars on March 31, 2022 can enjoy subsidies in accordance with the 2021 national subsidy standards, up to a maximum of 18,000 yuan.

Traditional car companies such as GAC New Energy and BYD have also adopted the strategy of subsidies that have not changed the price of the slippery slope, which can be said to be for the sake of market share.

Unlike other car companies struggling to maintain the original price, Tesla, which has always been arrogant, has chosen to increase prices at the juncture of the subsidy slide.

In just 5 days from November 19 to 24, Tesla's popular model Model 3 has been adjusted twice in succession, with a cumulative increase of about 20,000 yuan, and the frequent price increases in the short term have made many netizens question Tesla's "cutting leeks", after all, the subsidy shrinkage part has to be borne by consumers themselves.

The changes in new energy subsidies make car companies very sensitive, but from the perspective of new car-making forces, the decline of new energy subsidies is actually a favorable condition.

"In fact, the biggest beneficiaries from subsidies now are traditional car companies, especially those involving oil to electricity," Lin Xi, an auto industry analyst and expert of the Communications Association, stressed to "One Point Finance": "In response to the phenomenon of fraudulent compensation, He Xiaopeng and Li Bin have said that they hope that new energy subsidies will be cancelled, so that everyone can stand on a fair starting line." ”

He Xiaopeng, the founder of Xiaopeng Automobile, has publicly stated that subsidies are favorable to innovative enterprises, and in the environment of cheating and making up for more, subsidies have become a huge burden.

Li Bin, founder of Weilai Automobile, also believes that "subsidy cancellation is a long-term goal. ”

With the shrinkage of subsidies, the profit margins of new energy vehicles have been compressed, and after the subsidies are completely withdrawn, product strength will become the decisive factor in the second half of the race, and Xiaopeng, who is tired of being deceived to make up for the storm, should be more able to feel that sticking to the price war is not a good idea.

Write at the end

The position of the new force to sell the crown has not yet sat hot, Xiaopeng has been hurt by the deception storm, after all, it can rise to the level of corporate morality, so the public's rejection of the deception is like a direct hit on the public screen, the fly head small profit and the enterprise reputation are more important, presumably every car company can know it.