With the implementation of the "double carbon" policy, as well as the maturity of new energy technology and the improvement of basic supporting facilities, more and more consumers have purchased new energy vehicles, and the sales of new energy passenger cars at the retail end in the first 11 months reached 2.514 million units, an increase of 1.7 times year-on-year, and the market penetration rate rose to 13.9%, compared with 5.8% in 2020. The China Automobile Association also expects that the sales of new energy vehicles in China will reach 3.4 million vehicles this year, which shows how "barbaric growth" the new energy automobile industry will be in 2021.
However, on January 1, 2022, the Ministry of Industry and Information Technology, the Ministry of Finance and other four ministries and commissions jointly issued the "Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022", and the subsidy standard for new energy vehicles in 2022 will be reduced by 30% on the basis of 2021. At the same time, the notice also emphasizes that the subsidy policy for the purchase of new energy vehicles will be terminated on December 31, 2022, and vehicles licensed after December 31, 2022 will no longer be subsidized.
New energy vehicles are born with low travel costs, free purchase taxes and subsidies, for the use of cars, can really save a considerable cost, after all, I believe that most friends are because of lower economic costs and buy new energy vehicles. The introduction of the "Notice" is really a bit of a "blow to the head" for friends who pay attention to and hope to buy new energy models.
The new standard in 2022 will be calculated by a 30% decline on the basis of 2021, and the subsidy amount for pure electric passenger cars with a range of 300-400 km in 2022 will be reduced by 3888 yuan; the subsidy amount will be reduced by 5400 yuan for pure electric passenger cars with a range of not less than 400 km; and the subsidy amount for plug-in hybrid passenger cars (including extenders) will be reduced by 2040 yuan.
In today's technology and market environment, since as tools and consumables, we do not discuss the preservation of the value of new energy models, but pay attention to the "original economic costs" directly affected by the Notice. Before and after the announcement of the new subsidy standard, the price of mainstream new energy vehicles was generally raised.
As the 2021 new energy global sales champion Tesla, when the party to be purchased is still looking forward to the Model 3 and then "leek" a few rounds, Tesla, who does not want to be good at price fluctuations, reacts most quickly, and the price of Model 3/Model Y does not fall but rises, it seems that the tips of "buy early and enjoy early, buy late to enjoy discounts" may not be in the right place from time to time.
The price of the domestic Model 3 and Model Y entry-level models has been raised by 10,000 yuan and 21,088 yuan respectively. After the adjustment, the domestic Tesla Model 3 rear wheel drive version is priced at 265,652 yuan, and the domestic Tesla Model Y rear wheel drive version is priced at 301,840 yuan, exceeding the subsidy limit of 300,000 yuan, will not be able to enjoy the national new energy subsidies.
As BYD, which ranks second in domestic sales, a number of popular models such as Han EV and Song Pro New Energy can be described as undiminished in 2021. With the release and implementation of the "Notice", the terminal market visit found that the response to the tightening of some models of preferential treatment, sales have also mentioned the words of the fixed guarantee subsidy, but the official has not yet announced the specific adjustment information.
Xiaopeng Automobile launched the "limited-time insurance policy" in early 2022, and customers who completed the deposit payment on January 1-10 were recommended to remain unchanged from 2021 after enjoying the comprehensive subsidy, that is, the difference between the state subsidy in 2022 and the state subsidy in 2021 was borne by Xiaopeng Company.
However, the event has now ended, and there is no official information on how to follow up.
In the new energy subsidy plan of WEILAI in 2022, there has also been a significant increase, and from January 1, 2022, the user who paid a deposit to buy the Weilai car series, the standard battery pack (75kWh) subsidy price was 11340 yuan, up 4860 yuan; the long-endurance battery pack (100kWh) subsidy price was 12600 yuan, up 5400 yuan.
As a veteran car company, FAW-Volkswagen, according to the latest policy, the amount of new energy subsidies enjoyed by users purchasing FAW-Volkswagen ID.CROZZ will also be reduced from 18,000 yuan to 12,600 yuan, while FAW-Volkswagen promises to bear a subsidy of 5,400 yuan for users, and users only need to complete the ID before February 28, 2022. CROZZ can enjoy the same comprehensive subsidy price as in 2021.
After the purchase, there are still car insurance subsidies, charging subsidies and other gift packages, although the ID. model is indeed not as hot as the new force opponents, but the stability of the vehicle and the full welfare can make people feel at ease and happy. In addition, there is a 2-month subsidy buffer period for consumers, which more or less reflects the sincerity of the old car companies in the face of the new forces "anti-encirclement and suppression".
Summary: Although the penetration of new energy vehicles into the market is obvious to all, with the improvement of the "threshold" for car purchase, consumers in places such as Beijing, Shanghai and Guangzhou are full of "helplessness", as for non-restricted cities, they are not willing to "add money" how much they can choose fuel vehicles. Nowadays, many companies choose to bear the "pain of decline" from their own pockets to ensure sales of profits, but after all, it is not a long-term solution.
For the subsidy decline in 2022, the price increase of models and the launch of captive insurance, etc., there is no doubt that new energy vehicles will face the reality, and consumers affected by this should think more about the choice between brand added value and practical cost performance.