The three ministries and commissions issued a series of policies to encourage consumption, and the automobile industry became the focus.
Recently, the National Development and Reform Commission and other three ministries and commissions issued a series of policies to encourage consumption to promote the upgrading of key consumer goods such as automobiles, household appliances and consumer electronics. Among them, the cost of new energy vehicles is greatly reduced, and it is strictly forbidden to introduce new car purchase restrictions in various places. All localities are not allowed to restrict or purchase new energy vehicles, and so on. What is the background of the "prohibition order"? How much automobile consumption potential is expected to be released? How should all localities do a good job in implementation? Our reporter interviewed relevant experts — —
A few days ago, the National Development and Reform Commission, the Ministry of Ecology and Environment and the Ministry of Commerce issued the Implementation Plan for Promoting the Updating and Upgrading of Key Consumer Goods and Smooth Resource Recycling (2019— 2020) (hereinafter referred to as the "implementation plan"), put forward a series of measures to promote automobile consumption, which aroused social concern.
Consumption potential needs to be released
The "Implementation Plan" proposes that, on the one hand, all localities should not impose restrictions or purchase restrictions on new energy vehicles, and those that have been implemented should be cancelled. Encourage local governments to give support to car-free families to purchase the first home new energy vehicle. On the other hand, it is strictly forbidden to introduce new automobile purchase restriction regulations in various places. Local governments that have implemented automobile purchase restriction should speed up the shift from restricting purchase to guiding use according to the effect of urban traffic congestion, pollution control and traffic demand control.
"This policy is highly targeted, which is not only a major positive for new energy automobile enterprises, but also means that there will be no new cities with restricted purchases in the future, which is conducive to breaking the barriers to passenger car consumption." Cui Dongshu, secretary general of the National Passenger Car Market Information Association, said.
At present, how big is the automobile consumption potential of cities with restricted purchases? Li Xianjun, director of the Tsinghua University Automobile Development Research Center, said that as of the end of March 2019, the number of effective applications for waiting for lottery cars in Hangzhou had reached 819,000, including 802,000 individuals; As of April 26, 2019, the number of valid applications for waiting for lottery cars in Shenzhen has reached 1.227 million, including 1.209 million individuals, which is equivalent to the annual sales of passenger cars in Russia; As of April 8, 2019, there were 3.689 million car purchases in Beijing, including 3.209 million individuals, which is more than the demand of European countries in one year.
"The above three cities have a total of 5.735 million lottery numbers. If this part of the car purchase potential can be released, it will account for 20.4% of domestic car sales last year and 24.8% of passenger cars." Li Xianjun said, "Even if an average family of three people participate in the lottery at the same time, the potential purchasing power will reach 1.91 million, which is expected to contribute 6.8% to the increase in automobile consumption."
The "Implementation Plan" also emphasizes that localities should reasonably set up congestion areas in combination with road congestion and guide their use. "Intelligent management of vehicle traffic should be realized, and the number of times vehicles enter congested areas should be restricted to prevent excessive use of motor vehicles." Li Xianjun said.
Aim at pain points and promote consumption
"In addition to canceling the restrictions and purchases of new energy vehicles, the" Implementation Plan "also proposes to vigorously promote the electrification, intelligence and greening of the automobile industry, and strive to enhance the supply guarantee capability of new products." Wu Songquan, chief expert of China Automotive Technology and Research Center Co., Ltd. and deputy chief engineer of Information Institute, believes that the Implementation Plan focuses on many bottlenecks and difficult problems in the consumption of new energy vehicles and clearly puts forward targeted measures.
In view of the cost of new energy vehicles, the "Implementation Plan" proposes that the cost of new energy vehicles should be greatly reduced. Specific measures include accelerating the research and development and industrialization of a new generation of vehicle power batteries, improving the energy density and safety of batteries, gradually realizing battery platformization and standardization, and reducing battery costs. Guide enterprises to innovate business models, promote the separation of consumption modes of new energy vehicles, such as battery leasing, and reduce the cost of car purchase. Optimize product access management, avoid repeated certification, and reduce enterprise operating costs.
"The key to reducing costs lies in batteries, which is also an important factor restricting the development of new energy vehicles at present." Cui Dongshu said that it was planned that the battery density of new energy vehicles would reach 260 WHr/kg in 2020, but it is still difficult now, so it is necessary to increase research and development.
In view of the "anxiety" in the use of new energy vehicles, the "Implementation Plan" proposes to speed up the development of new energy vehicles with convenient use. Specific measures include focusing on pain points such as short driving range and long charging time, drawing lessons from the power exchange mode and application experience in the public service field, and encouraging enterprises to develop new energy vehicle products with the combination of charging and replacing, flexible battery configuration and long driving range. Promote the development and application of high-power fast charging, wireless charging, mobile charging and replacing electricity and other technical equipment, and improve the convenience of charging and replacing new energy vehicles.
Cui Dongshu believes that the development of new energy vehicles is characterized by the rapid increase in driving range and the obvious large-scale vehicles. At present, the development of micro-electric vehicles is slow and there is a big demand gap. Therefore, the "Implementation Plan" emphasizes that the development of new energy vehicle products that take into account the length of driving range is not only in the right direction, but also forward-looking.
The "Implementation Plan" also proposes to speed up the update of vehicles in urban public areas. Promote the upgrading of vehicles in urban public areas, accelerate the use of new energy or clean energy vehicles for new and updated buses, sanitation, postal services, taxis, commuting and light logistics distribution vehicles in urban built-up areas, and reach 80% in key areas for air pollution prevention and control by the end of 2020. Encourage local governments to increase support for the operation of new energy vehicles and reduce the use cost of new energy vehicles.
"In key regional cities for air pollution prevention and control, new energy or clean energy vehicles will account for 80% of vehicles used in the public sector. This is a rigid indicator and will have a huge pulling effect on the new energy automobile industry." Cui Dongshu said.
"The" Implementation Plan "puts forward a series of measures to promote the consumption of new energy vehicles, focusing on the bottlenecks and pain points of current automobile consumption, especially new energy vehicle consumption, which is of great significance for promoting the upgrading of key consumer goods such as automobiles." Wang Qing, deputy director and researcher of the Institute of Market Economy of the State Council Development Research Center, said that the introduction of the "prohibition order" meets the needs of consumers and the market, which is conducive to the overall consideration of the combination of long and short, and promotes the upgrading of consumption.
Guangzhou and Shenzhen took the lead in responding.
The "Implementation Plan" also proposes to innovate and develop smart cars; Accelerate the elimination of old cars and the renewal of vehicles in urban public areas, and actively promote the upgrading of rural vehicle consumption; Vigorously promote the circulation and consumption of used cars, actively guide the innovation of auto financial products, and gradually improve the infrastructure such as charging and replacing electricity and parking.
Cui Dongshu said that this policy has a good guiding role in the development and market of new energy automobile industry, and it is good for local governments, enterprises and consumers. The key lies in how local governments introduce specific measures to further refine and implement them.
In January this year, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Civil Affairs, the Ministry of Finance, the Ministry of Transport and other ten ministries and commissions jointly issued the "Implementation Plan for Further Optimizing Supply, Promoting Steady Growth of Consumption and Promoting the Formation of a Strong Domestic Market (2019)", focusing on six measures to promote automobile consumption. Among them, the requirements for the gradual liberalization of the automobile purchase restriction policy are included.
Up to now, Guangzhou and Shenzhen have taken action. On June 2, Shenzhen Municipal Bureau of Transportation and Guangzhou Municipal Bureau of Transportation respectively issued the Notice on Increasing the Allocation Quota of Incremental Indicators for Small and Medium-sized Passenger Cars. Starting from June this year, Shenzhen will increase the allocation quota of incremental indicators for ordinary cars by 40,000 per year from 2019 to 2020 on the basis of the original regulation target of 80,000 per year. On the basis of the original quota, Guangzhou will increase the number of small and medium-sized passenger cars by 100,000 from June this year to December 2020.
"The market is one of the core elements of industrial competition." Li Xianjun pointed out that automobile is one of the industries with the largest impact coefficient on the national economy, the strongest employment, the most remarkable development of related industries and the strongest ability to integrate new technologies. At present, the number of cars with 1,000 people in China is more than 170, which is not only far lower than that of developed countries, but also lower than the world average. This means that there is still much room for growth in China’s automobile consumption. Especially with the rapid development of new technologies and the emergence of new products, China’s automobile industry contains great innovation vitality and potential. Therefore, we should constantly optimize the consumption environment, smooth the recycling of resources, continuously release the potential of domestic demand, further promote the upgrading of automobile consumption and promote the formation of a strong domestic market.