After the investigation of the scams, the industry is now more concerned about when the subsidies for new energy vehicles will fall. The state has previously subsidized new energy buses from 300,000 to 500,000. In addition, some local governments refer to the national standard 1:1 subsidy. Some enterprises can get 1 million yuan for each electric bus with more than 8 meters. . However, due to the influence of “shadowsâ€, the new energy subsidies have not been finalized this year, and the growth rate of new energy vehicles has slowed down noticeably. According to statistics from the China Association of Automobile Manufacturers, in August, sales of new energy vehicles were 42,000 units, an increase of 81.5% year-on-year. Among them, sales of new energy commercial vehicles increased by only 36.9% year-on-year. In the first eight months, the sales volume of new energy vehicles in China was 258,000, an increase of 111% year-on-year. In 2015, the sales volume of new energy vehicles was 330,000 units, a year-on-year increase of 3.4 times. According to the statistics of the Ministry of Industry and Information Technology, the production of pure electric buses fell by 40% for the first time in July this year. The situation in August has improved. The production of pure electric buses has increased by 30%, which is mainly driven by Yutong and BYD.
According to media reports, the new energy vehicle subsidy adjustment policy is expected to be announced in the near future, and may not be later than mid-month. The central and local subsidies have been declining year by year, and the subsidies for new energy buses have been reduced, while the subsidies for new energy passenger cars and fuel cell vehicles are relatively stable. This may trigger changes in the structure of the domestic new energy vehicle market. New energy passenger vehicles are expected to maintain rapid growth, and passenger car growth may stabilize.
In the face of tens of thousands, hundreds of thousands or even millions of subsidies, some new energy vehicles have gone astray. Industry insiders said that this year China investigated the situation of new energy vehicle fraud and delayed the release of state subsidies, which affected the market demand for batteries.
“Especially last year, companies that exploited new energy subsidy loopholes were rampant, and some new energy bus manufacturers offered special conditions, and promised to sell the car to us without asking for money, or even to post it to us. Violating the laws of the economy, there must be deception. What we are looking at is the long-term development prospects of the new energy vehicle market, not to smash this drowning. Defrauding the car companies can not get out of the car, or on the battery Cut corners, there is a shortage of cars, I think this is also a trick to remedy. It is not difficult to distinguish whether new energy vehicles are cheating. We go to the production line to see the new energy vehicle manufacturing process, including strict control of battery quality, etc. Potential risks.†A person in charge of a new energy vehicle rental company recently said in an interview with the first financial reporter.
On September 8, the Ministry of Finance reported the results of investigations by five bus companies including Suzhou Jim West, Suzhou Jinlong, Shenzhen Wuzhoulong, Chery Wanda Guizhou Bus and Henan Shaolin Bus, involving a total amount of 1.01 billion yuan. Among them, Jim West made up the original documents and records such as false material procurement, vehicle production and sales, uploading false certificates, illegally handling motor vehicle driving licenses, fictional new energy vehicle production and sales business, false declarations and other means to deceive. The other four are cheating the motor vehicle driving license in advance if the vehicle is not produced. The relevant departments stopped implementing the central financial subsidies for these five companies and canceled the vehicle qualification of Suzhou Jim West.
Prior to the implementation of the new energy subsidy in 2016, a number of documents on the management of new energy vehicles were recently introduced. Last month, the Ministry of Industry and Information Technology issued a revised draft of the "Regulations on the Management of New Energy Vehicle Manufacturing Enterprises and Products", redefining the scope of new energy vehicles, improving the entry barriers for enterprises, and strengthening product safety monitoring. In addition, the National Development and Reform Commission released the "New Energy Vehicle Carbon Distribution Management Measures" for comments last month. The Ministry of Industry and Information Technology issued the "Interim Measures for the Parallel Management of Enterprise Average Fuel Consumption and New Energy Vehicle Points" (hereinafter referred to as "point management"). In many aspects, we will explore and improve the supervision of new energy vehicles and guide the healthy development of the industry.
With the subsidy adjustment policy finally landing, the growth rate of China's new energy vehicles is expected to accelerate in 2017, and the demand for power batteries will be ignited again. According to the agency's forecast, the global demand for power batteries will increase from 1.7 billion in 2016 to 2 billion in 2017, an annual increase of 17%.
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