At the end of 2021, our new energy market ushered in the "Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022", and made clear provisions on new energy subsidies in 2022. In 2022, the subsidy standard for new energy vehicles will be reduced by another 30% on the basis of 2021, while the models of public transportation and services will be reduced by 20% from the 2021 level. In addition, the final deadline for new energy subsidies was announced, that is, December 31, 2022, and there will be no new energy subsidies after that.
The price increase is not increased, and the major brands announce the latest model price
With the reduction of subsidies again, major brands have also announced the latest product prices, of course, the updated prices are concentrated in the price of 300,000 or less, after all, more than 300,000 have no subsidies this year, for many models that have stepped on the point of 300,000 before, most of the price increases have directly exceeded 300,000, such as Tesla Model Y All series have exceeded 300,000, and cannot enjoy state subsidies.
Of course, the range of price increases is basically fixed, you can refer to the latest subsidy program, from January 1, 2022, the range of 300 km (inclusive) to 400 km of pure electric vehicle subsidies of 9100 yuan, compared with 2021 3900 yuan; the mileage of more than or equal to 400 km of pure electric vehicle subsidies of 12600 yuan, compared with 2021 5400 yuan; in addition, plug-in hybrid models subsidies of 4800 yuan, less than before 2000 yuan.
【Xiaopeng P7】
For example, in Xiaopeng, who has just announced the price of the 2022 car series, the official said that the three models on sale have a certain range of adjustments, of which the P7 model has risen by 4300-5900 yuan; the P5 model has risen by 4800-5400 yuan; the G3i model has also risen by 4800-5400 yuan. As the sales champion of the new power brand in 2021, all models under Xiaopeng are positioned in the middle and high-end, so they are also relatively large brands affected by this withdrawal.
【WEILAI SUB STATION】
Not only Xiaopeng, but also brands such as Nezha, Zero Run and Weima in the new car-making forces have also announced price increase plans, of course, their models are the same, that is, simply because of the relationship between subsidies fading, the configuration will not change. Tesla also announced on the day of the policy release that the price of the rear-wheel drive version of the Model 3 and Model Y was raised by 10,000 yuan and 21,000 yuan respectively.
Among the traditional brands, BRANDS SUCH AS GAC E'AN AND FAW-VOLKSWAGEN HAVE ALSO ANNOUNCED THEIR LATEST SELLING PRICES, MOST OF WHICH ARE CLOSE TO THE DIFFERENCE CAUSED BY THE REDUCTION OF SUBSIDIES. And in the domestic new energy field giant BYD, as the absolute star of 2021, has not yet received a plan to increase prices, and from BYD customer service, they have not received a notice of price increases, of course, the time is still early, after all, BYD is involved in too many models, and the mass consumers it faces are relatively sensitive to prices, so let's wait for the official answer.
Will the continuous withdrawal of new energy have a great impact on the market?
Not really. New energy subsidies can be traced back to 2009 to promote the development of new energy in China. According to statistics, by the end of 2021, the 19 batches of new energy vehicle promotion and application subsidy funds announced by the Ministry of Finance have accumulated subsidies of more than 140 billion yuan, which can be said to have made great contributions to the development of new energy in China.
In the more than ten years of state subsidies, domestic new energy has indeed made rapid progress, and more and more traditional brands and new power brands have joined this camp, bringing a lot of high-quality models to China, and also doubling the sales of new energy. Therefore, after the implementation of the retreat storm in 2018, the penetration rate of domestic new energy declined for the first time, and in June of that year, production and sales both declined year-on-year and month-on-month. Therefore, at that time, many people began to look down on new energy, believing that without the support of the state, pure electric vehicles that did not have much mileage anxiety compared to fuel vehicles would stride backwards, or even stagnate.
However, from the perspective of domestic new energy development in recent years, with the gradual improvement of infrastructure and the new understanding of new energy by domestic users, the data shows that the cumulative sales penetration rate of New Energy Vehicles in China has increased to 12.7% from January to November 2021, and consumers' acceptance of new energy is getting higher and higher.
"When the tide recedes, only to know who is swimming naked", the new energy withdrawal in the past few years has indeed affected the development of domestic new energy, but in the long run, the retreat of these policy dividends can also help the market to eliminate the "fraudulent compensation" models and brands, leaving those genuine high-quality new energy brands. It is foreseeable that the domestic new energy market has grown to be strong enough, and the comprehensive withdrawal in 2023 will not be too much of a blow to the new energy market, after all, with the gradual maturity of technology and the further exploration of costs, the price of new energy will be better controlled later.
【BYD Han EV】
Especially on the market, there are now a lot of high-end pure electric vehicle models, their market performance is very good, and the impact of this withdrawal will not be too big for them, after all, the sensitivity of the people who choose them for price will not be so large, on the contrary, some users will buy cars in 2022 to catch the last train of subsidies. However, for some models and brands that win by price advantage, the impact of subsidy withdrawal on them is still relatively large, especially those models priced at less than 100,000, their target consumer groups are relatively sensitive to price, and the profits of the manufacturers themselves are not very high, and the profit margins of the subsidies will have a relatively large impact on their profit margins after the exit.
summary:
As mentioned above, the comprehensive withdrawal of new energy subsidies will have a certain impact on the market, but the domestic new energy market is already strong enough, and the retreat of subsidies will not stop the development of new energy. As long as the brand strives to develop core technologies, such as BYD, GAC Aean, Xiaopeng, Weilai and other brands, they have ushered in exponential growth at the moment when subsidies are gradually fading, and more users can choose and accept new energy and contribute to the promotion of domestic new energy.
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