Auto-First | Linsen
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Under the repeated ripples of the situation, the automobile industry has been hit hard.
Recently, a table of insurance amounts of major mainstream car companies circulated in the industry reveals the current situation of the automotive industry. Judging from this information, as of April 17, the amount of insurance for mainstream car companies in April has almost been cut off.
The April forecast from the Association also confirms the fact that car sales have fallen sharply. The Association predicts that the narrow passenger car market will sell around 1.1 million units in April, down 31.9% year-on-year and 30.3% month-on-month. Among them, the first and second weeks of April's automobile retail sales were greatly affected by production stagnation and terminal closures, with an average daily retail sales of 24,600 vehicles and 26,700 vehicles, respectively, an average daily decline of 32% and 39% year-on-year, respectively.
In order to boost the automobile market and stimulate automobile consumption, the relevant departments of the state and local governments are actively introducing favorable policies.
The recent executive meeting of the State Council deployed policy measures to promote consumption to help stabilize the basic economic plate and ensure the improvement of people's livelihood. Among them, encouraging automobile consumption, supporting the consumption of new energy vehicles and the construction of charging piles have become the focus.
The meeting pointed out that it is necessary to expand consumption in key areas. Encourage bulk consumption of automobiles, home appliances, etc., all localities must not add new car purchase restriction measures, have implemented purchase restrictions to gradually increase the incremental indicators of automobiles, relax the qualification restrictions of car buyers, encourage the purchase restriction areas except for a few megacities to implement the differentiated policy of urban and suburban indicators, regulate the use of automobiles through legal, economic and scientific and technological means, gradually cancel the purchase restrictions on automobiles according to local conditions, and promote the transformation of consumer goods such as automobiles from purchase management to use management. The meeting also pointed out that it is necessary to support the consumption of new energy vehicles and the construction of charging piles.
According to Auto-First, there are currently seven major cities in the country (Beijing, Shanghai, Guangzhou, Tianjin, Hangzhou, Shenzhen, Shijiazhuang) and Hainan Province to restrict the purchase of cars, mainly in the field of fuel vehicles. Among them, Beijing is the only city in the country that will also include fuel vehicles and new energy vehicles in the purchase limit, and the annual quota of Beijing's passenger car indicators in 2022 is 100,000, including 30,000 ordinary indicators and 70,000 new energy indicators.
It is worth mentioning that at present, Guangzhou and Shenzhen have relaxed the purchase restriction policy. In November 2021, the General Office of the People's Government of Guangdong Province issued the Notice on Several Policy Measures to Promote Urban Consumption, proposing to gradually relax the restrictions on the licensing indicators of automobiles in Guangzhou and Shenzhen to release consumer demand. In 2021-2022, the incremental indicators for the allocation of energy-saving cars in Guangzhou will increase to 80,000, while Shenzhen will further relax the application conditions for new energy car indicators and cancel restrictions such as social security conditions.
With the continuous introduction of favorable policies, new energy vehicles have become the object of vigorous development at present, and the focus of national policy support has also shifted to supporting infrastructure such as charging and power replacement.
In terms of second-hand cars, in the "Opinions of the General Office of the State Council on Further Releasing Consumption Potential and Promoting the Sustained Recovery of Consumption" issued by the General Office of the State Council a few days ago, it is proposed that all localities should completely cancel the policy of restricting the relocation of second-hand cars, and implement inter-provincial measures for the registration of small non-operating second-hand car transactions to promote the national circulation of second-hand cars. At the same time, it is also required that all localities implement refined management of pickup trucks entering the city, and study further relax the restrictions on pickup trucks entering the city.
In addition to the favorable policies of the whole country, local governments have also successively introduced policies to stimulate automobile consumers.
On March 29, the Hefei Municipal Government issued a number of policies on increasing support for the stable development of zero-stay tourism enterprises, one of which is to encourage the consumption of new energy vehicles and home appliances. If consumers purchase new energy vehicles, on the basis of the existing electricity subsidies, a one-time electricity subsidy of 1,000 yuan / vehicle will be given; The total subsidy for new energy vehicles is 10,000 units, and it will be completed while stocks last.
In order to encourage automobile consumption in Shenzhen, the Municipal Bureau of Commerce recently issued a policy topic of "rewarding the purchase of new energy vehicles 5,000 yuan" to become a hot topic in the industry. In addition, some areas in Shenzhen have also successively issued "car purchase subsidy policies". For example, Futian District will issue 50 million yuan of automobile consumption subsidies; Longgang District will issue 20 million yuan of car purchase subsidies; Yantian District will issue 2 million yuan of car purchase coupons; of which Futian District can receive up to 15,000 yuan. Many Shenzhen citizens have rushed to the area where the subsidy policy was preemptively issued to see cars and inquire about prices to seize the quota.
Fu Bingfeng, executive vice president and secretary general of the China Association of Automobile Manufacturers, said that the current economic operation of the mainland has generally remained in a reasonable range, but the uncertainty of environmental complexity at home and abroad has intensified, and some have exceeded expectations. Looking forward to the situation throughout the year, affected by the macro-economy, the development of the automotive industry is facing the triple pressure of demand contraction, supply shock and weak expectations, and the task of stabilizing growth is very arduous. The China Automobile Association suggested that local governments should refine the national policies and measures on steady growth as soon as possible to ensure the healthy development of the automobile industry. (Image from the Internet)