As we all know, compared with traditional oil vehicles, the purchase of new energy vehicles is subsidized, and this subsidy is ultimately reflected in the price, so that the profit is given to consumers, in addition, consumers do not need to buy new energy vehicles without purchase tax, and there are some licensed discounts.
The reason why the state has these policies is naturally to encourage the development of new energy vehicles, energy conservation and environmental protection, and reduce carbon emissions.
According to the data, the state subsidies in 2016-2018 were 9.98 billion yuan, and in the two years of 2019-2020, the national new energy vehicle subsidies were pre-allocated for a total of 18.3 billion yuan.
Taking 2020 as an example, a total of 584,900 new energy vehicles have been subsidized, and the total amount of subsidies has reached 10.537 billion yuan, which is really quite a lot.
From the perspective of enterprises, BYD received 3.127 billion yuan of new energy subsidies in the two years from 2019 to 2020, a total of 117,100 vehicles were subsidized. Tesla received 1.46 billion subsidies in 2020, with a total of 101,000 vehicles receiving subsidies.
In addition, there are many car companies have received subsidies, it can be said that these subsidies are also a major source of income for these car companies, after all, hundreds of millions, billions of yuan of subsidies, for a car company is really a lot.
However, the bad news is that this new energy subsidy is slowly decreasing, according to the relevant policies, the subsidy standards in 2020-2022 will decline by 10%, 20% and 30% respectively on the basis of the previous year.
This also means that in the coming 2022, the subsidy standard for new energy vehicles is 30% on the basis of 2021, and the subsidy in 2020 is about 10.5 billion, so in 2022, it will only be about 5-6 billion, which is much less.
Specific to the model, we take the endurance greater than 400km and the price is less than 300,000 pure electric vehicles as an example, in 2021 such cars can enjoy 18,000 subsidies, by 2022, it may only be 13,600 yuan, less than 5,400 yuan.
This also means that such a car will be 5400 yuan more expensive, will the 5400 yuan be passed on to the consumer, or will the car company pay for it? So this is a huge challenge for all new energy vehicles.
This will profoundly affect BYD, Tesla, Wei Xiaoli, Weima, Nezha and all other new energy vehicle companies.
Of course, why are new energy vehicle subsidies slowly weaning? The reason is that the current domestic new energy automobile industry has a considerable scale of user base, but also through the stage of requiring a large number of subsidies, began to return to the stage of product competition, after all, subsidies for so many years, is the mule is the horse always to pull out the slip, the child who constantly milks will never grow up.
Next, the major new energy vehicles, it is really necessary to force products, rather than how to force on getting subsidies.