According to statistics, sales of new energy vehicles in 2022 will exceed 6.8 million units, a year-on-year increase of 93.4%, and new energy vehicles have developed rapidly in the past two years, ranking first in the world for eight consecutive years. Under the dual role of policy and market, the market share of new energy vehicles will reach 25.6% in 2022.
At present, new energy vehicles have passed a difficult initial stage, with the continuous growth of sales, some policies that were originally designed to promote the development of new energy vehicles have begun to be questioned, such as tax exemptions, car purchase subsidies and green plates. It is reported that the passenger association made a proposal to relevant departments some time ago, saying that "the green plate system for new energy vehicles should be abolished."
The "green card" system for new energy vehicles was launched in 2016, and was first piloted in Shenzhen, Shanghai, Nanjing and other places, and later gradually promoted to the whole country. The "green card" enjoys the advantages of no purchase tax, no driving restrictions, unlimited numbers, and exclusive parking spaces, which effectively reduces consumers' car purchase costs and promotes the growth of new energy vehicle sales.
However, today, the "green plate" system is accompanied by the increase in sales of new energy vehicles, and some experts believe that there is no need to use special number plates to distinguish between new energy vehicles and not, and green cards will hinder the effective implementation of traffic regulations, while occupying the contribution of fuel vehicles, such as value-added tax, purchase tax, road maintenance fees, etc., a large part of which flows into the "pocket" of new energy vehicle owners.
If the "green card" system is canceled, it will inevitably be accompanied by the impact of new energy vehicle sales, and the attractiveness of new energy vehicles to consumers will decline significantly. In addition, it will be a devastating blow to car companies, especially the new forces of car manufacturing, and the car companies that have been hard to cultivate in the past ten years are not very stable in their own survival, and the capital chain is not perfect enough, and the cancellation of the "green card" system will make the hard and stable new energy vehicle market stormy again.
New energy vehicles also charge road maintenance fees?
Nowadays, there are more and more voices about new energy vehicles or charging road maintenance fees. Road maintenance fees, full name highway maintenance fees, are special business fees levied on car-owning units and individuals for highway maintenance, repair, technological transformation, improvement and management in accordance with the principle of "road maintenance and special funds" of the state. Since January 1, 2009, road maintenance fees have been uniformly abolished nationwide, and the "fuel surcharge" has been used to replace road maintenance fees, fixed at 1.52 yuan per liter.
Fuel vehicles need to pay additional road maintenance fees to support road construction, but trams do not need to refuel, use the same road, but have not paid the relevant fees, which seems unfair for fuel vehicles, which is also the key to consumer doubts.
Recently, Hainan issued the "Highway Mileage Fee Charging System", which fired the first shot of new energy vehicles to collect road maintenance fees. The Hainan Provincial Department of Communications officially issued the "Highway Mileage Tolling System" for comments, which highlighted that "this reform takes into account social fairness and solves the problem of clean energy vehicle charging." At the same time, based on the principle of "accurate payment by road users", the charging method will be based on the principle of "accurate payment by road users", and with the help of Beidou satellite navigation technology, the road use fee will be accurately measured and paid according to the actual mileage of the vehicle, the function and level of the road, and the type of vehicle.
In short, it is to install Beidou navigation in the car, and then charge according to the navigation information according to the mileage. At present, the number of new energy vehicles in Hainan has exceeded 180,000 vehicles, accounting for about 10% of the total. As the province with the highest number of new energy vehicles in the country, it is natural to take the lead in proposing relevant policies for new energy vehicles to impose road maintenance fees, just like the previously launched policy of banning the sale of fuel vehicles, Hainan is the latest province to be trialed.
At the same time, with the increase in the number of new energy vehicles in other regions, it is foreseeable that the future of trams to levy road maintenance fees is already a certainty. In this regard, some netizens believe that road maintenance fees have always been borne by oil trucks, and it is unfair to fuel vehicle owners that trams do not adopt road fees; Some netizens also believe that after the tram levies road maintenance fees, fuel vehicles still have to pay road maintenance fees, so the so-called "fairness" of fuel vehicle owners does not seem to make much sense.
In addition, for owners who have both trams and oil trucks at home, should they support or oppose the increase in the adoption of the tram fare?
It is too early to cancel road maintenance fees, and new energy vehicle companies still need support
In fact, whether it is road maintenance fees, purchase tax exemptions, and the implementation of the green card system, the implementation of these systems is ultimately to support the development of the new energy vehicle industry. After all, in the initial stage of new energy vehicles, various problems such as difficult charging, slow charging, and short battery life emerge one after another, and the gap with fuel vehicles is very obvious.
Nowadays, the comprehensive quality of new energy vehicles has been qualitatively improved, although the policy of limiting licenses and numbers in large cities has been further tightened, but the new energy vehicle market has changed from policy-oriented to market-oriented, consumers gradually recognize the advantages of new energy vehicles, and have begun to trust in quality, then whether the original policy benefits can be canceled, and the problem of equal treatment of fuel vehicles has begun to be highlighted.
Although the market share of new energy vehicles last year has exceeded 25%, this proportion is still not high enough, and from a macro point of view, by the end of 2022, the national motor vehicle ownership reached 417 million, the national new energy vehicle ownership reached 13.1 million, accounting for 4.10% of the total number of vehicles, fuel vehicles still occupy an absolute dominant position, and the sales of new energy vehicles have little impact on the whole.
Secondly, the current new energy vehicle industry is not stable enough, whether it is the transformation of traditional car companies, or the new forces of cross-border car manufacturing, although it has passed the initial stage, but the market sales still have a fatal impact on the impact of car companies, but also by supply chain fluctuations, especially the impact of battery raw material prices, in addition to new car companies such as Xiaomi, Jidu, Yuanhang and so on.
New energy vehicle companies not only pay attention to sales in the short term, but also pay more attention to market prospects and expectations in the long term. Once the new energy vehicle policy benefits are canceled on a large scale, it will have a decisive impact on enterprise development and investment environment, and the current domestic economic situation has not achieved a full recovery with the liberalization of the epidemic, and the economic environment still needs more policy support to further stabilize.
As a commodity, the automobile industry as the pillar of the economy should be viewed with a more long-term perspective, rather than drinking to quench thirst and rushing to achieve quick results. At present, new energy vehicles are more prevalent in first-tier cities, and are far from being promoted in third- and fifth-tier cities, and it is not too late to cancel these welfare policies when consumers in small cities can choose new energy vehicles under market guidance.
Finally, from the perspective of consumers, the choice of new energy vehicles is based on their advantages such as exemption from purchase tax, green plate, low cost of use, and no restrictions on driving and number. If these advantages are gone, then traditional fuel vehicles are still fighting a price war, and choosing cheaper and more stable fuel vehicles may be the best destination.
Big coffee summary
Whether it is road maintenance fees or green plate policies, it is foreseeable that the cost of buying and using trams will inevitably continue to rise in the future. Policy support is only temporary, and returning to normal is the final destination of new energy vehicles, but the current time node is not very suitable, and it is difficult for new energy vehicles lacking policy support to compete with fuel vehicles.