Text/Figure Sanxiang Metropolitan Daily New Hunan client all-media reporter Hu Rui
On May 14, the National Development and Reform Commission and the National Energy Administration issued the Implementation Opinions on Accelerating the Construction of Charging Infrastructure to Better Support the Rural and Rural Revitalization of New Energy Vehicles (hereinafter referred to as the Opinions), proposing to innovate the operation and maintenance mode of charging infrastructure construction in rural areas and support the purchase and use of new energy vehicles in rural areas.
Industry insiders pointed out that under the withdrawal of new energy vehicle subsidies and the decline in sales growth, under the background of expanding domestic demand, promoting consumption and stabilizing the economy, the introduction of this new policy is like a "timely rain", which is just in time.
【Policy】
Accelerate the construction of charging facilities and encourage the issuance of car consumption coupons
The "Opinions" put forward 11 specific measures from three aspects, including innovating the operation and maintenance mode of charging infrastructure in rural areas, supporting the purchase and use of new energy vehicles in rural areas, and strengthening the management of new energy vehicle publicity services in rural areas, focusing on promoting new energy vehicles to the countryside by appropriately advancing the construction of charging infrastructure and optimizing the purchase and use environment of new energy vehicles.
The problem of insufficient charging facilities is still a major bottleneck affecting the use of new energy vehicles, which is more prominent in rural areas and has become a "blocking point" and "pain point" restricting the purchase and use of new energy vehicles in rural areas. The "Opinions" clearly advanced the construction of charging infrastructure, and focus on improving the charging service capacity in rural areas. Strengthen the layout of public charging infrastructure. To accelerate the construction of charging infrastructure in rural areas, it is necessary to "build quickly" and "use it well".
The "Opinions" proposed to accelerate the realization of "full coverage of counties and counties" of regional charging stations suitable for the use of new energy vehicles, and "full coverage of townships and townships" of charging piles. Reasonably promote the construction of centralized public charging stations, give priority to the allocation of public charging infrastructure in county and township enterprises and institutions, commercial buildings, transportation hubs (stations), service areas (stations) along highways, and extend to places such as relocation centralized resettlement areas and key villages for rural tourism. Combined with the development of rural self-driving tours, accelerate the construction of charging piles along highways, gas stations and other places with conditions. Encourage qualified localities to introduce special support policies for the construction and operation of public charging infrastructure in rural areas.
In terms of supporting the purchase and use of new energy vehicles in rural areas, the Opinions propose to enrich the supply of new energy vehicles. Encourage new energy vehicle enterprises to optimize configuration through differentiated strategies according to the characteristics of consumers in rural areas, and develop more economical and practical models, especially new energy cargo microsurfaces, microtrucks, light trucks and other products. Improve the evaluation system for new energy second-hand vehicles, strengthen the inspection and renovation of new energy second-hand vehicles, and encourage enterprises to provide high-quality new energy second-hand vehicles to the rural market.
At the same time, localities with the capacity are encouraged to provide support such as consumption vouchers to rural residents with household registration to purchase new energy vehicles in the county where their household registration is located. Encourage relevant automobile enterprises and qualified localities to provide trade-in incentives for eliminating low-speed electric vehicles and purchasing new energy vehicles.
(At a charging station on Bird Park Road in Changsha, new energy vehicles are charging.) ）
【Market】
Consumers are waiting and seeing, sales growth is slowing down, and the policy is timely
"Will the price of the car be reduced again?" On May 26, Mr. Jiang, a citizen of Changsha, said that he planned to buy a new energy vehicle in the near future, and the brand model was almost selected, but after thinking twice, he decided to wait and see for a while before making a move.
Since the beginning of this year, there are many consumers like Mr. Jiang who have stayed on the sidelines. According to the China Automobile Dealers Association, there was a "price war" in the new car market in March this year, and the sales prices of some brand models fell sharply, resulting in higher customer expectations for the reduction in car prices, bringing some uncertainty to new car sales.
"Not only is the fuel vehicle market difficult now, but new energy vehicles are not selling well last year." A person who has been engaged in the automobile dealership industry for many years revealed in an interview that compared with last year, when buying new energy vehicles, it was easy to queue for two or three months to pick up the car, and now many of them are existing cars. Some dealers have also become more cautious when choosing to open new energy brand stores, even if they belong to strong new energy vehicle brands.
According to relevant data, the domestic production of new energy passenger vehicles in 2022 will be about 6.665 million units, of which about 610,000 units will be exported. In 2022, the annual risk of new energy passenger vehicles will be only 5.249 million. This means that, after deducting exports, there were still 806,000 vehicles in stock that had not yet been registered (at the manufacturer or dealership) last year.
Industry insiders said that under the influence of the withdrawal of new energy vehicle subsidies and the tide of price cuts in the automobile market at the beginning of the year, consumers holding coins for purchase, the growth rate of new energy vehicles this year has declined, and the inventory will further increase. "By now, the inventory of new energy vehicles may have exceeded 1 million."
"The lack of infrastructure for new energy vehicles restricts the rapid development of new energy vehicles. This time's Opinions come at an opportune time. Industry insiders said that they hope that relevant companies can coincide with the situation and take advantage of the situation, "increase investment and construction of charging pile infrastructure." ”
【Achievements】
With the rapid growth of new energy vehicles, policy support is fundamental
In recent years, the consumption of new energy vehicles in mainland China has grown rapidly. The reporter learned that by the end of 2022, the number of new energy vehicles in mainland China was about 13.1 million, more than half of the global total.
In addition, since July 2020, the Ministry of Industry and Information Technology, the Ministry of Agriculture and Rural Affairs, the Ministry of Commerce, the National Energy Administration and other departments have carried out new energy vehicle rural activities for three consecutive years to guide the sinking of the new energy vehicle consumer market. The data shows that in the second half of 2020, 2021 and 2022, the sales of new energy vehicles in rural areas increased by 80%, 169% and 87% year-on-year, respectively, maintaining a rapid growth momentum.
"Mainland new energy vehicles have achieved such achievements, and policy support is fundamental." Industry insiders analyzed that so far, the state and local governments have successively introduced more than 600 policies to support the development of the new energy vehicle industry, such as new energy vehicle purchase subsidies, vehicle and vessel tax reductions, no restrictions, no purchase restrictions, charging parking fee reductions, charging parking space exclusives, etc., these measures have effectively promoted the rapid formation of the new energy automobile industry market. According to Dong Yang, chairman of the China Automotive Power Battery Industry Innovation Alliance, the role of financial subsidies in promoting the development of new energy vehicles is decisive.
According to data from the Ministry of Industry and Information Technology, from the launch of the policy in 2010 to 2020, the subsidy for new energy vehicles has exceeded 152.1 billion yuan, covering at least 3.17 million vehicles. According to data from the State Administration of Taxation, in 2022 alone, the mainland will be exempt from new energy vehicle purchase tax of 87.9 billion yuan. In the first quarter of this year, another 1.257 million new energy vehicles nationwide were exempted from car purchase tax, amounting to 21.24 billion yuan, a year-on-year increase of 36%.
"The old automobile power has precipitated hundreds of years of technology in fuel vehicles, and the entire country's automobile industry ecology is based on internal combustion engine technology, and it is a bit difficult for them to overturn and redevelop new energy vehicles." Ma Xiangbin, president of the Hunan Automobile Chamber of Commerce, said in an interview that due to the intensive technology of the automobile industry and the high requirements for quality and scale, the automobile industry has a longer cycle from imitation to innovation and development, "so the mainland chooses to develop new energy vehicles, but it is light and easier to change lanes and overtake." ”