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New energy vehicle subsidies have fallen, and the market "big war" may be more fierce

Sanxiang Metropolis Daily , New Hunan Client, January 4 (All-media reporter Hu Rui) The Ministry of Finance and others jointly issued the "Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022", in 2022, except for special vehicles, the subsidy standard for new energy vehicles will be reduced by 30% on the basis of 2021; the subsidy will be cancelled in 2023.

New energy vehicle subsidies have fallen, and the market "big war" may be more fierce

On January 4, the reporter visited a number of new energy vehicle sales stores in Changsha and found that the price of new energy vehicles was stable as a whole, and the price of new energy vehicles was more uniform and transparent than that of fuel vehicles. According to industry analysts, with the degree of marketization of China's new energy automobile industry will be higher, the competition will be more intense, and the industry differentiation or intensification.

Data: In 2021, new energy vehicles will achieve remarkable results

New energy vehicles are becoming more and more popular with consumers, and their monthly penetration rate has also reached nearly 20% by the end of 2021 from less than 10% in the previous year.

In 2021, bydir's annual sales of new energy passenger cars 593745, an increase of 231.6% year-on-year; GAC's annual sales of 123,660 units, an increase of 119% year-on-year; Xiaopeng Automobile delivered 98,155 new cars in 2021, an increase of 262.98% year-on-year; NIO delivered 91,429 units, an increase of 109.10% year-on-year; ideal car delivery of 90,491 units, an increase of 177.4% over 2020... Just after New Year's Day, major car companies rushed to release the annual sales data, of which new energy vehicle sales performance is remarkable.

"It's too hot, not only is the discount canceled, but there are also long queues, and the hot-selling models have to wait for a month or two to pick up the car." Speaking of the current new energy vehicle market, Mr. Chen, a consumer in Changsha, could not help but sigh. In Changsha, there are not a few consumers like Mr. Chen who feel this way.

On January 4, the reporter visited a number of new energy vehicle sales stores in Changsha and found that whether it is a new power brand of car manufacturing or a new energy model of a traditional automobile brand, the price of its products is more uniform and transparent than that of fuel vehicles, and it basically implements a price, that is, the manufacturer's price is the purchase price of the end consumer.

Hunan: Accelerate the layout of the new energy vehicle industry

In the field of new energy automobile industry, Hunan is also accelerating its layout.

BYD is building a strategic base for new energy vehicles radiating around the world, with Changsha as the center, and the second phase of BYD passenger cars will start construction in May 2021 and is expected to start production in May 2022. SAIC Volkswagen's new energy vehicle project in Changsha started construction in November 2021 and is expected to have an estimated production capacity of 100,000 units per year.

As the core component of new energy vehicles, power batteries account for about 40% of the cost of the vehicle. In this field, Changsha has 113 energy storage materials enterprises above designated size that are leading such as Fudi Battery, Shanshan Energy Technology, Long-term Lithium, Zhongwei New Energy, Hunan Bangpu Recycling Technology, Zhongke Xingcheng Graphite, Huaxing New Energy, etc.

Among them, Changsha Fudi Battery is one of BYD's important blade battery production bases, and Changsha is building the largest battery production base in central China. Hunan Bangpu recycles 30,000 tons of old batteries every year, accounting for more than 30% of the domestic commercial recycling market share, and the amount of recycling ranks first in China; the ternary precursor grafted to the recycling of waste batteries, last year's shipments exceeded 50,000 tons, ranking third in the world.

In addition, in 2021, Xiangqi GAC Mitsubishi New Energy SUV Atuka officially rolled off the production line, and the Hunan New Energy Vehicle Inspection and Testing Standardization Technical Committee was officially established. These are the traces of the development of the new energy automobile industry in Hunan.

New energy vehicle subsidies have fallen, and the market "big war" may be more fierce

Policy: Subsidies fall into the hammer, and market competition may become more intense

Recently, the Ministry of Finance and other jointly issued a notice that the subsidy standard for the purchase of new energy vehicles in 2022 will be reduced by 30% on the basis of 2021; the subsidy standard for urban buses, road passenger transport, taxi (including online car-hailing), sanitation, urban logistics and distribution, postal express delivery, civil aviation airports and new energy vehicles in the field of public service of party and government organs will be reduced by 20% on the basis of 2021.

Before the subsidy fell, some models adjusted their sales prices, and some people predicted that new energy vehicles would set off a wave of price increases. The reporter visited a number of car dealers in Changsha and also found that the price or purchase policy of some new energy vehicle models has indeed changed, but the overall market price is relatively stable.

"Some companies will adjust their prices due to the degree of prosperity of the market sales status and the expected increase in costs, and small electric vehicles with high price sensitivity may be affected to a certain extent." Cui Dongshu, secretary general of the Association, said that the subsidy decline will not significantly affect the sales growth of new energy vehicles.

"This will intensify market competition and accelerate industry differentiation." There are also industry insiders to analyze that the current rise in the cost of new energy vehicle batteries, coupled with subsidies, some car companies with poor strength will be under pressure, while enterprises with good brands and strong products will develop faster, "The industry will accelerate differentiation." ”

Link: The new regulations for the three guarantees of automobiles have been implemented to further protect the rights and interests of consumers

On January 1, the new version of the "Provisions on the Responsibility for Repair, Replacement and Return of Household Automobile Products" (hereinafter referred to as the "New Regulations") was officially implemented, and the old version of the "Three Guarantees for Automobiles Regulations" was abolished. How are the new rules different from the old rules?

With the increasing popularity of new energy vehicles, the new regulations will be power batteries, driving drive motors as the main components of household cars juxtaposed with the engine and transmission, included in the scope of free replacement of the assembly, and require that the power battery in the warranty period, the three guarantees within the validity period of the capacity attenuation limit is clearly indicated on the three guarantee vouchers.

The new regulations include the repeated quality problems of the power battery, the driving drive motor and its main parts into the return and replacement clause, and supplement the failure of the household electric vehicle power battery fire in the return and replacement clause; in the old regulations, the cumulative repair time of the power battery and the driving drive motor due to quality problems exceeds 30 days, or the cumulative repair time due to the same quality problem is more than 4 times, and the consumer chooses to replace the household automobile product or return the product with the purchase invoice and the three-pack voucher, and the seller should replace or return the product.

In addition, the start date of the three guarantees has also been changed from the original invoice time to a more reasonable delivery time; the old version of the three guarantees law stipulates that the cumulative repair time during the three guarantees period exceeds 35 days, and the same quality problem can be repaired 5 times, which can be returned and replaced, which is changed to 30 days and 4 times respectively in the new version of the regulations; it is also added that when the consumer meets the conditions for returning and replacing the car, the seller should compensate the consumer for the corresponding losses, such as vehicle registration fees, pretending, decoration costs and related service costs.

In the old regulations, if household automobile products are used for rental or other operational purposes, operators can be exempted from the three guarantees of liability, and the new regulations not only delete this clause, but also clearly stipulate that operators must not restrict consumers from independently choosing enterprises to maintain and maintain household automobile products, and use it as a reason for refusing to bear the responsibility of three guarantees.

It is worth mentioning that after the revision, pickup trucks have also been included in the scope of the new version of the "Three Guarantees for Automobiles Regulations".

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