Text/Shore Qing
As China becomes the world's largest automobile market, the new energy automobile industry has also ushered in rapid development in China, in 2021, the production and sales of new energy vehicles were 3.545 million and 3.521 million units, an increase of 1.6 times year-on-year, the market share reached 13.4%, excellent performance also made new energy vehicles become the biggest highlight of China's automotive industry, ranking first in the world for 7 consecutive years.
First, what is the double point policy
The popularity of new energy vehicles has undoubtedly ushered in a new height in the promotion of manufacturers and consumer acceptance, which can be seen from this year's double integration data.
In 2021, China's automotive industry generated a total of 15.5349 million positive fuel consumption points, an increase of 255.7% year-on-year; 6.1366 million negative fuel consumption points, down 47.6% year-on-year. In terms of new energy vehicle credits, the positive points were 6.7672 million points, an increase of 54.9% year-on-year; the negative points of new energy energy were 810,000 points, down 24% year-on-year.
First popularize a small common sense, the double integration policy is divided into fuel consumption points and new energy points, it is more like a balance, allowing traditional enterprises to focus on two things, one is to reduce the fuel consumption of fuel vehicles as much as possible, thereby improving THE CAFC fuel consumption points, the other is to produce cost-effective new energy vehicles as much as possible to enhance NEV points, the number of points and the output of new energy vehicles are proportional to each other, when the output of new energy vehicles increases, the points will naturally grow, and car companies can also achieve points standards.
The original intention of the state to introduce the double integral policy is to improve the energy efficiency of automobiles and reduce fuel consumption; to promote the rapid development of new energy vehicles, and now the new energy is constantly growing, which undoubtedly confirms the good breakthroughs made by the mainland new energy automobile industry.
Second, new energy credits are not worth much?
The rapid development of new energy vehicles is undoubtedly a strong support for the transformation breakthrough for the industry, but looking at the growing points, some car companies are not happy.
As we all know, car companies want to achieve points to meet the standard, in addition to self-sufficiency, car companies with insufficient points can also buy from other car companies with sufficient points, or carry over or trade through affiliated enterprises, according to the ratio of 1:1 to compensate for their own points deficit, which is also the secret of the previous Wuling Hongguang MINI EV to achieve "point profitability".
But from the data point of view, the continuous decline of negative fuel consumption points, the continuous growth of new energy positive points, have made the price of points transactions fall again and again, and now the number of positive points has reached three times the negative points, double points are not worth it is reasonable, last year's transaction price of nearly 3,000 yuan only fell one or two hundred this year, once "points profitable" Broad avenue has not worked.
Third, the new energy industry ushered in rapid development
The decline in the price of integral transactions may be bad news for new energy vehicle companies, but it is a good thing for the entire industry, as we all know, the release of the double integral policy itself is an incentive policy introduced by the state in order to increase the output of new energy vehicles, just like car purchase subsidies, which is a kind of help to promote the development of new energy vehicles from the car company and consumer level.
However, with the continuous increase of market acceptance, more and more consumers see the advantages of new energy vehicles, even if the subsidies fall again and again, the price of new energy vehicles gradually rises, but still can not stop consumers' enthusiasm for buying an electric vehicle.
From 330,000 units in 2016 to 1.2 million units in 2020, the sales volume of new energy vehicles has maintained a high degree of stable development, reaching 3.334 million units in 2021; the penetration rate of new energy passenger cars has also risen from 2% in 2017 to 17% in 2021, and more insiders predict that the penetration rate will reach 35% at the end of this year.
Nowadays, new energy vehicles no longer need too much policy support to maintain sales, market development has shifted from policy-driven to market-driven new stages, and the multiple advantages of new energy vehicles are the biggest boost to promote their rapid development.
Fourth, the price of points will fall further in the future
Returning to the points transaction price, from the current point of view, the transaction price will only continue to decrease in the future, after all, the development of new energy vehicles has entered a booming period, in the era of oil vehicle price reduction tram price increase, there will still be insufficient production capacity of new energy vehicles, order queues for three months, which is enough to illustrate the hot trend of new energy vehicles.
Car companies are closely following the pace of consumers, increasing investment in the research and development of new energy vehicles, and even deep-rooted traditional fuel vehicle companies have also increased their new energy positive points through subsidiaries, new brands and other means.
As far as the above-mentioned auto-GM is concerned, as a hegemon in the era of fuel vehicles, its fuel vehicle sales are definitely among the best in China, but even if he looks very short of points, he has earned enough points with the micro-electric vehicle wuling Hongguang MINI EV.
And Nissan Motor has a positive points provided by Dongfeng, Changan Ford can rely on Changan's new energy models, GAC Aean can supply GAC Honda, GAC Toyota, GAC Mitsubishi Mitsubishi Mitsujia, in general, even if the fuel vehicle sales are among the top several industry giants, they have also achieved the "self-sufficiency" of points through affiliated enterprises.
Write at the end:
At present, the penetration rate of new energy vehicles continues to increase, the new energy points in the market will only be more and more, gradually reaching a state of full profit, many car companies have achieved self-sufficiency, the need to buy points will only be less and less, so the cycle repeats, the price of points transactions will naturally fall again and again.