TU-TESL

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Recently, the Ministry of industry and information technology issued the decision on Amending the measures for the parallel management of the average fuel consumption and new energy vehicle credits of passenger car enterprises (Draft for comments) (hereinafter referred to as the draft for comments), seeking public opinions, and receiving feedback from all walks of life before October 11, 2019. It is worth noting that this version of the "draft for comments" clearly states that "when calculating the new energy vehicle score standard value of passenger vehicle enterprises, the production or quantity of low fuel consumption passenger vehicles shall be calculated as 0.5 times of their quantity." In the original, the coefficient is 0.2. In addition, in this version of the consultation, the points of passenger cars with the same mileage are reduced by 50% compared with the previous ones, while the points of plug-in hybrid cars or new energy are 80% of the original ones. According to the analysis of the insiders, if the draft can be successfully passed and implemented, it will have a certain impact on the development strategy of domestic automobile enterprises. Car companies will not be able to fully deduct high fuel consumption points through pure electric vehicle points. The concept of "low fuel consumption" is proposed at the same time. In general, if the revised content in the draft is a policy, the future car companies will pay more attention to fuel saving technology. The concept of "low fuel consumption passenger car" is clearly put forward in the draft. It is pointed out that the low fuel consumption passenger car refers to the traditional energy passenger car whose comprehensive fuel consumption does not exceed the product of the corresponding model fuel consumption target value in the evaluation method and index of passenger car fuel consumption and the enterprise average fuel consumption requirements in the accounting year. In addition, the revised plan specifically proposes that "when calculating the new energy vehicle integral standard value of passenger vehicle enterprises, the production or import volume of low fuel consumption passenger vehicles shall be calculated as 0.5 times of their quantity." And the integral obtained by the original pure electric vehicle is also equal to half of the original. This also means that the policy level pays attention to the low fuel consumption model and the fuel saving technology behind it. If the new double integral policy amendment is implemented, it means that it is not feasible for high displacement vehicle enterprises to share the double integral pressure with pure electric vehicle. To get positive integral, it is necessary to achieve the common development of new energy vehicles and low fuel consumption and energy-saving fuel vehicles. Su Hui, executive vice president of tangible market chamber of Commerce of China Automobile Circulation Association, said frankly that in the past few years, under the guidance of policies and the influence of energy wave, many domestic vehicle enterprises have focused more on the electric vehicle. In fact, they have not put too much investment in the fuel saving technology of traditional fuel vehicles. However, due to our national conditions, the current battery technology is not very mature, and the technical problems in areas such as high temperature and cold have not yet been broken through. In a short period of time, it can not be quickly and comprehensively promoted, so the energy-saving work of fuel vehicles has become the first to bear the brunt. Ren Wanfu, an auto analyst, also believes that the adjustment of the coefficient of low fuel consumption passenger cars is a revision of the previous aggressive strategy of new energy, and recognizes the value of fuel saving technology at this stage. In fact, since the decline of China's passenger vehicle sales in 2018, Japanese car sales have bucked the trend. Data shows that from January to August 2019, the proportion of Japanese Series cars in China went on the market to 21.7% from 18.3% in the same period last year, according to the data of China Automobile Industry Association. The reporter's offline visit to 4S stores in Guangzhou also found that the prices of some models sold by German, American and legal systems were significantly lower than the guide prices, while the prices of the main Japanese "Liangtian" dealers were relatively firm, for example, the prices of the cars collected by Siyu were almost the same as the guide prices. Therefore, there is a voice in the industry that Japan's cars are rising against the trend because of their fuel saving characteristics. In addition, it is worth noting that in the draft for comments, with the rapid development of China's new energy automobile industry, there are also some new situations and problems in the implementation of the integration method. In order to better play the role of the integration method and promote the high-quality development of China's energy saving and new energy automobile industry, the integration method needs to be revised. It also means some improvement in policy. Suhui said that in the past few years, the state has given great support to new energy vehicles, and the development of new energy vehicles in China has been somewhat radical. Some people in the automobile industry have called out slogans such as banning the sale of fuel vehicles in 2030. Over time, the industry has increasingly found that previous slogans are unrealistic, and relevant departments should also pay attention to this. Now the policy adjustment is also a response to the problems that have occurred in the new energy industry in recent years. Ren Wanfu also believes that although some countries and automobile enterprises have launched the exit schedule of fuel vehicles, the fact that China is still a developing country should not be ignored. The development of China's regional economy is extremely unbalanced, which is not suitable for all-round development. In addition, the technology of pure electric vehicles is not mature, and the infrastructure construction of charging facilities is still poor. It is worth noting that in the draft, compared with the original policy, another significant change is that the scores of pure electric passenger vehicles with the same mileage are much lower than before. According to the 400 kilometer model, only 2.8 points can be obtained under the new policy, while 5.6 points can be obtained under the old method, half of which will be reduced. The plug-in hybrid car dropped from 2 points to 1.6 points, giving a 20% discount. Points are also halved. In this way, under the new policy, the gap between plug-in hybrid vehicles and pure electric vehicles will be narrowed. Recently, many joint ventures are stepping up the layout of plug-in hybrid. On September 18, 2019, the official website of the Ministry of industry and information technology announced the 324th batch of road motor vehicle production enterprises and products announcement. The DS9 plug-in hybrid model was exposed. The new car is a new plug-in hybrid car distributed by DS brand in China. This trend has also been confirmed in the recent Chengdu auto show. For example, Dongfeng Honda Allison hybrid also appeared in Chengdu auto show. Also at the Frankfurt auto show, which just ended in September 2019, the trend of automobile enterprises in the world to intensify the layout of hybrid models is becoming more and more obvious. The hybrid versions of classic models such as fox hybrid, plug-in hybrid of Opel grandland X and a 250 E and a 250 e Sal of A-class plug-in hybrid were officially unveiled. Even Lamborghini has a hybrid version of the super run. Compared with joint-venture vehicle enterprises, they pay more attention to plug-in hybrid vehicles as transitional models, and more independent vehicle enterprises invest more energy in pure electric vehicles. For example, the first pure electric intermediate car, BAIC eu7, was launched at the 2019 Chengdu auto show recently. In the future, with the adjustment of policies, hybrid models will become more and more important. According to Ren Wanfu's analysis, after the policy adjustment, the market share of oil electric hybrid and plug-in hybrid models will be rapidly increased. In addition, he said that in the next two decades, fuel vehicles will participate in a long-term co-existence relationship, and some regions will realize full pure electric. However, it is also shown in the draft that if the policy is adjusted, the implementation time of the new double points policy is 2021, which actually leaves enough reaction time for the car enterprises. In addition, Suhui also pointed out that there is still room for adjustment of the state's low-speed electric vehicle policy at present. "There are great differences in the development of China's regions. In fact, low-speed electric vehicles meet the actual needs of some central and western regions, and should not be eliminated in a" one size fits all "way too soon." Su Hui suggests.