New Energy Vehicle Accelerates Defoaming

Just a taming fight, but it has already made money.

This week, Zhang Junyang, director of the Development and Reform Bureau of the Dongguan Development and Reform Commission, revealed to the media that Dongguan has decided to shelve a pure electric vehicle project for the time being. This news undoubtedly poured cold water for the development of new energy vehicles in China.

In fact, after the first year of opening up new energy vehicles with the “turning overtaking” theory two years ago, this emerging industry was pushed onto the height of strategic emerging industries on the one hand, and on the other hand retreated from the ideal in the real market. Colorism. The repatriation of Dongguan is precisely the current situation in which new energy vehicles are defoamed and return to rationality.

The Dongguan electric car project came to an abrupt end last fall. Dongguan City and the United States Comers Automotive Group discussed the deployment of pure electric vehicles in Dongguan. Zhang Junyang revealed that city leaders ultimately believe that the development of the project is not yet mature.

Dongguan used this project as a way to realize the dream of a local vehicle. According to public reports, after passing through the company's needle thread, the chief of the Dongguan City Government took the team to the United States and Germany last year and sought back the lightweight and power integration technologies for electric vehicles. The Institute of Sun Yat-sen University, Dongguan also completed 3 The four versions of the minibuses and the six minivans produced in the first generation of Wan Electric were tested at Songshan Lake last year. Dongguan hopes to find such a way to develop the auto industry: Even if it does not do the whole vehicle in the future, the model for developing electric vehicles in Dongguan can also be only research and development and sales, and occupy the commanding heights of the development of the electric vehicle industry.

However, Zhang Junyang told the media this week that “the technology of pure electric vehicles is not very mature and the market size is still very small. Take Germany as an example, the annual sales of pure electric vehicles is only more than 1,000 vehicles.” He explained that at present domestic The electric vehicle will be set as a strategic emerging industry with subsidies of several tens of billions, but according to the latest round of market research, pure electric vehicles are not yet easily accepted by the market. The sales of domestic pure electric vehicles are not very good. Has already invested in electric car projects in some cities, if Dongguan also introduced such a project, it is certainly "not enough to eat."

Zhang Junyang also believes that "Dongguan restart the project of pure electric vehicles is more difficult." Deputy director of Dongguan Development and Reform Bureau, spokesman Wang Yuhong also said that the market for electric vehicles has changed, policy makers have to adapt to changes to make adjustments, electric car industry There will still be work arrangements in this area, but the approach is not the same.

The adjustment of Dongguan's pure electric car policy was a little unexpected. According to media reports, in 2012, the work report of the Dongguan City Government was also written into Songshan Lake to develop a pure electric vehicle project. However, in the key construction project of Dongguan in 2012, there was no pure electric vehicle project.

As early as September 2010, after experts from the electric automobile industry gathered in Dongguan to participate in the demonstration, Dongguan issued the "Dongguan City to promote the implementation of key technologies and industrial development of electric vehicles," and urged to develop "Dongguan electric vehicle industry development plan ( 2010-2020)." In November last year, the Dongguan Development and Reform Bureau also revealed that the "planning" was completed and issued, and it is striving for the province to list Dongguan as a demonstration and application city for new energy vehicles.

But now, the New Deal for electric cars in Dongguan has come to an abrupt end.

"Thunder, little rain"

The "cold treatment" of electric vehicles is not only in Dongguan. As one of the major cities for the demonstration and promotion of electric vehicles, the local subsidy policy in Shanghai has not yet been introduced, and the sale of new energy vehicles cannot receive subsidies in Shanghai. Until the end of last year, Changchun City also formulated the local promotion policy for new energy vehicles.

In fact, new energy vehicles have been speculatively “curved overtaking” until now they are being speculatively cooled. Overall, they are still at the stage of talking on paper. Behind this is the difficulty of starting the new energy automobile market and industrialization. It needs to return to market rationality from simple idealization and administration.

According to incomplete statistics from China National Automobile Industry Association, in 2011, automobile manufacturers produced 8,368 new energy vehicles, which is a significant increase over the previous year. Among them, there are 5,655 pure electric vehicles and 2,713 hybrid vehicles; 8,159 new energy vehicles are sold, including 5,579 pure electric vehicles and 2,580 hybrid vehicles. From the perspective of classification, the proportion of cars is 61%, that of passenger cars is 28%, and that of other models is 11%.

However, the market size of new energy vehicles is still quite small even if the production and sales volume has increased significantly. The adjustment and revitalization plan for the automotive industry that began in 2009 put forward the goal of “scale production and sales of electric vehicles”, including “restructuring existing production capacity and forming new energy sources such as 500,000 pure electric vehicles, rechargeable hybrid vehicles, and ordinary hybrid vehicles. With regard to vehicle production capacity, sales of new energy vehicles account for about 5% of total sales of passenger cars, and compared with this goal, the current production and sales of new energy vehicles are only a fraction of the total.

Last year, Premier Wen Jiabao of the State Council once mentioned at the National Association of China Association of Science and Technology, “What is the direction and ultimate goal of new energy vehicles? It is not clear whether the hybrid vehicles and electric vehicles that are currently under development are not final products. The hybrid vehicles now have some progress, but there is still a big gap between the technology and the developed countries.Electric vehicle development has just started and it is still at the primary stage of exploration and tracking of foreign technology. Major equipment and materials rely on imports. Development of new energy The next step in the car to focus on solving issues, including technical route issues, key core technical issues, investment issues, policy support issues, must be as soon as possible.

This position was considered by the outside world as a cooling trend for the chaotic development of new energy vehicles, and it also triggered new discussions on how to develop new energy vehicles in the end.

It is in the face of such a "thunder and rainy little" market reality that the country's brewing energy-saving and new energy vehicle plans have not been introduced. Policy makers and marketers probably realize that new energy vehicles need to be defoamed.

The vehicle subsidies should be borne by the state. "Recent media reports recently that new energy vehicles are cooling down. In fact, the temperature of new energy vehicle market has never been higher." Rao Da, secretary general of the National Passenger Vehicle Market Information Association, believes that several major reasons have caused new energy sources. The starting point for the automotive market is dilemma. Including the roadmap controversy has affected the promotion; local government protection has limited the promotion; the number of pilot cities has been too small; and the level of research and development of new energy vehicles is now very different, and there is no constraint. New energy vehicles that do not have major problems should be expanded and promoted. Stop selling if serious problems arise.

Rao Da suggested that the new energy vehicle promotion policy be revised, including vehicle subsidies to be borne by the state and local governments not subsidizing, in order to form a unified national policy to accelerate the promotion of new energy vehicles in cities without new energy vehicle production; local governments are only responsible for The construction of a new energy vehicle use environment can increase the GDP of local governments through local government investment in power supply systems. Therefore, the enthusiasm of local governments is high, and local protection can be prevented. This should also be a unified national policy; the country is facing new energy vehicles. Support for R&D expenses should be directed at automotive companies that spend more than 3% of their main business income for two consecutive years in order to concentrate their financial resources on accelerating the R&D process, reducing costs, and accelerating the progress of promotion.

“The local government has been promoting new energy vehicles as an administrative task rather than as a market. What is the significance of the so-called “Ten Thousand Cities?” Car analyst Zhang Zhiyong told the Nanfang Daily reporter: “The current development of new energy sources The automobile is actually a race of capital and time.” He believes that the investment of car companies in new energy vehicles will take five years or even longer to form a state of mass production. Once there is capital to support such investment, the future returns. It will be very rich.