[Introduction: New energy subsidies will be completely withdrawn after December 31, 2022.] The time has come to test the real kung fu of new energy vehicles. 】
Written| by Cai Jialun and editor | Hezi
In recent years, new energy vehicles have developed rapidly, and the strong support of the state has played a key role in them. A series of support projects have enabled domestic new energy vehicles to reach their peak state. Automakers have sharpened their heads into the new energy automotive industry, and consumers have been mobilized to set their sights on electric vehicles.
However, as soon as the painting style changes, the state has successively introduced various subsidies for new energy to be cancelled next year, under this general trend, will you still consider buying new energy vehicles?
In the short term, new energy has become a consensus
The development of new energy vehicles to the present, relevant policies are still the biggest driving force for their development. This means that any policy will bring a rapid chain reaction to the new energy automobile industry. Recently, the new energy market is "green" enough to explain the problem.
And this change has been "predicted" in 2020. According to relevant policies, from 2020 to 2022, the new energy subsidy standard will be reduced by 10%, 20% and 30% on the basis of the previous year. At the same time, the subsidy threshold has been raised accordingly. At present, the price of new energy vehicles before subsidies needs to be less than 300,000 yuan, and the replacement models no longer enjoy subsidies. Compared with the generous subsidies before new energy vehicles, its downward trend is very obvious.
Under the influence of subsidies and the new crown epidemic, the domestic new energy vehicle market showed a sluggish state in the first half of this year, and product sales also showed a downward trend. In the case of subsidies and the decline of the industry, the decline of new energy has become the consensus of the industry.
The dust has settled, and the new energy subsidy will be cancelled next year
At the same time, the policy of exempting new energy vehicles from purchase tax will also be abolished. On December 31, 2021, the Ministry of Finance, the Ministry of Industry and Information Technology and other four ministries and commissions issued the Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022, which clarified that the subsidy standard in 2022 would decline by 30% compared with 2021 (non-public sector), and announced that it would completely withdraw after December 31, 2022.
At the same time, the Announcement of the Ministry of Industry and Information Technology on the Policies Related to the Exemption of Vehicle Purchase Tax for New Energy Vehicles issued in 2020 clarifies the suspension of new energy vehicles from vehicle purchase tax, and the deadline is December 31, 2022. As a result, new energy vehicles will not only lose subsidies, but even the treatment of "exemption from purchase tax" will be cancelled. The introduction of these two documents marks that the dust has settled on the subsidy for new energy vehicles until the complete withdrawal.
How big is the impact of the cancellation of new energy subsidies?
Then, starting from 2023, there will be no subsidies for new energy enterprises, which is undoubtedly a "loss" for new energy vehicle manufacturers and consumers who have ideas to buy new energy vehicles. How big is this impact on us? Take a look at it according to the model.
According to the policy, during 2021, pure electric vehicles with a cruising range of 300km-400km can enjoy a subsidy of 13,000 yuan; pure electric vehicles with a range> of 400km and a price of less than 300,000 yuan can enjoy a subsidy of 18,000 yuan. In 2022, it is necessary to reduce by 30% on the basis of 2021, that is to say, the subsidy amount of pure electric vehicles with a mileage of 300km-400km will be adjusted to 9100 yuan; the amount of subsidies for pure electric vehicles with a range of> 400km and a price of less than 300,000 yuan will be 12,600 yuan.
In addition, there are new energy vehicles that are exempt from purchase tax. This tax is also a considerable amount. If the price of an electric car is between 250,000 and 290,000 yuan, the purchase tax calculated according to the invoice price is between 22,000 and 26,000 yuan. Free of purchase tax plus subsidies, the previous purchase of electric vehicles can save at least about 40,000 yuan. After 2023, the same electric vehicle is equivalent to a price increase of 40,000 yuan. This impact on consumers is not small.
For automakers, the impact is even greater. For the consumer population of new energy vehicles, it is roughly divided into two groups: 1. People in super-first-tier cities, and cities like Hainan that have special policy restrictions on fuel vehicles. This kind of group buys fuel vehicles because of the household registration, lottery queue and other issues are very troublesome, so consider new energy electric vehicles. 2. High-income groups, there is no economic pressure to bear multiple cars at home, and it is convenient to configure charging piles. This group of people is highly educated, younger, and willing to try new things.
These two groups either just need it or like to try new things, and under the impetus of policy subsidies, they naturally have a preference for new energy vehicles. However, with the disappearance of preferential subsidies, no matter which group of the above groups, it will inevitably affect their decision-making. For new energy vehicle manufacturers, their product sales are not optimistic in the near future when the subsidies disappear.
Secondly, when the mainland supports the new energy automobile industry, its investment is very large, and BYD alone can get billions of subsidies. This "oil and water" can be described as real. With the disappearance of subsidies, the large subsidies that automakers can get will also disappear. Follow-up research on new energy vehicles and a series of activities, automakers have to worry about themselves.
Comments
The withdrawal of preferential policies represents the gradual stabilization of an industry, and the same is true for new energy vehicles. Previously, the state gave a large number of subsidy preferences, but a large number of enterprises "mixed up" in order to get subsidies. Such behavior has seriously disrupted the order of the new energy automobile industry. Now, the preferential policies will be gone, and the enterprises that "cheat and make up for the windfall" will also be "out", and those who can persist will inevitably be excellent car companies that "do it with heart".
In addition, at the moment when oil prices are soaring, new energy vehicles have great advantages in follow-up maintenance and use costs, and they are still an economical choice for people who just need to use cars. In this general trend, do you consider buying new energy vehicles?
(This article is the original of "Heyan Reading Car", without authorization, it may not be reproduced)