Beijing, January 30 news (reporter Liu Mengyu) according to the passenger car market information joint meeting (hereinafter referred to as the "passenger car association") "2021 mainland passenger car production capacity analysis" article analysis, 2021 sales of enterprises are 86, the total production capacity of 37.038 million vehicles, the corresponding overall capacity utilization rate of 57.93%. Of the total passenger car production capacity, 3.85 million units of the remaining companies are completely idle.
If you sort by the sales volume of enterprises, there are 29 companies with less than 10,000 vehicles sold, and the production capacity of these enterprises accounts for 13% of the total, while the sales volume accounts for only 0.46% of the total, and the average capacity utilization rate is only 2.02%.
(Source: Website of the Association of Passengers, issued by CCTV)
If you sort by the value of enterprise capacity utilization, 29 enterprises have a capacity utilization rate of less than 10%. These smaller and lower sales enterprises not only have serious overcapacity, but many companies are still negative growth when the industry has a growth of 6.6%. "Without fundamental changes, there is little hope that such enterprises will reverse the situation of overcapacity."
In addition, in the case of overall overcapacity of passenger cars, 10.46 million units of production capacity will be completed and put into operation by enterprises that have already met production qualifications.
In 2021, 3.326 million new energy passenger cars will be sold, while the dedicated production capacity of new energy passenger cars has reached 5.695 million units, and the capacity utilization rate is 58.4%. Most of the construction capacity is new energy vehicles, and the existing production capacity of traditional automobile enterprises can also produce new energy vehicles in a common line.
"While solving the problem of overcapacity of traditional automobiles, the automotive industry must also prevent overcapacity of new energy vehicles." The above article states.
In fact, the overcapacity of some car companies and the shortage of production capacity of excellent car companies have always coexisted.
According to the "New Energy Vehicle Industry Development Plan (2021-2035)" issued by the State Council, the proportion of new energy vehicle sales in 2025 will reach about 20%. The plan also clearly states that "establish and improve the exit mechanism of zombie enterprises, strengthen the supervision and inspection of the maintenance of enterprise access conditions, and promote the survival of the fittest."
On December 31, 2021, the four departments 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 China in 2022 will be reduced by 30% on the basis of 2021, and it is clear that the subsidy for new energy vehicles will be terminated on December 31, 2022, and the vehicles licensed after December 31 will no longer be subsidized.
With the "big limit" of the termination of new energy vehicle subsidies approaching, the test of new energy vehicles has just begun.
(Reference: "Analysis of The Production Capacity of Passenger Vehicles in Mainland China in 2021", Source: Zhang Mingsheng, Passenger Car Association)