The association: There is no upper limit on the scale of new energy subsidies this year, and the amount of subsidies is expected to increase by 10 billion

On January 11, the Passenger Car Market Information Joint Meeting (hereinafter referred to as the "Passenger Car Association") said that according to the newly released policy, the current purchase subsidy technical indicator system framework and threshold requirements will remain unchanged in 2022, and the subsidy scale will not be locked from the original expected upper limit of 2 million subsidy scale, and the subsidy will be realized throughout 2022. With the doubling of the scale of the new energy industry chain and the improvement of cost reduction capabilities, it is expected that the increase in new energy vehicles at the end of 2022 will be very strong.

Cui Dongshu, secretary general of the Association, said, "The liberalization of the subsidy policy for new energy vehicles has actually brought huge incremental space, and the amount of subsidies has increased by at least more than 10 billion yuan, and the pull effect on the car market should be extremely obvious." ”

The Association believes that because the subsidy standard remains unchanged, and the battery and vehicle integration technology is improving, it is mainly the policy that promotes the substantial growth of the new energy vehicle industry, reflecting the policy's strong support for low-carbon industries and promoting the transformation of the traditional fuel vehicle industry. In the field of commercial vehicles, in the fourth quarter of 2021, the announcement declaration and industrial chain improvement of the main manufacturers investing in the replacement of electric models began, and the direction of industrial changes is worth paying attention to.

In addition, the Association said that with the implementation of new energy subsidies, the price of some models has been fine-tuned, and the consumer mentality has also changed, and the demand for new energy vehicles will still be slightly affected. However, new energy vehicles continue to be hot, and there is currently a large backlog of undelivered orders in the early stage, so most of the sales of new energy models will not be significantly affected by the decline.

The company will adjust the sales of new energy passenger vehicles in 2022 from 4.8 million to more than 5.5 million units, and expects the penetration rate of new energy passenger cars to reach about 25% in 2022, new energy vehicles are expected to exceed 6 million units, and the penetration rate of new energy vehicles will reach about 22%.