The entry threshold for pure electric vehicles makes it difficult to increase the qualifications of new players

If you want to build a vehicle legally in China, you must obtain a qualification for building a vehicle. However, since the Jianghuai Volkswagen won the “last production” qualification a year ago, the approval of the qualification has quietly stopped, and there is no document indicating when the approval will take place. open.

Recently, the National Development and Reform Commission issued the “Regulations on the Investment Management of the Automotive Industry (Draft for Solicitation of Comments)” (hereinafter referred to as the “Draft for Comment”). According to the General Principles of the "Draft for Comments", "Automobiles and parts and components investment projects are all subject to the record management by local investment authorities." Although no open qualifications are approved, the management authority and management body of new investment projects are New regulations have been issued. Prior to this project, the new energy passenger car project was approved by the National Development and Reform Commission.

At the same time, the “Draft for Soliciting Opinions” imposes stricter regulations on investment in the automotive industry from the perspective of investment entities and investment projects, and it is intended to manage some chaos in the automotive industry, especially the pure electric vehicle industry. What signals have been released by the new policy? Will the new forces make cars easier to acquire qualifications?

It is still difficult to obtain independent qualifications

Although the approval authority for newly-built pure electric vehicle investment projects is “decentralized” to local areas, it is not possible for any region to invest in factories. On the contrary, the “Draft for Comment” clearly requires that the investment of newly-built independent electric vehicle enterprises must meet four conditions: the ratio of new energy to your bike ownership is higher than the national average; the charging infrastructure of electric vehicles is comparatively high at night, and the ratio of pile to vehicle is high. At the national average level, the cleanup of zombie enterprises and zombie qualifications for new energy vehicles has all been completed; existing investment projects for newly-built pure electric vehicle enterprises have all been referred to, and the output has reached the scale of construction.

Cui Dongshu, secretary-general of the National Passenger Vehicle Market Information Association, wrote on his personal account that investment management authority is decentralized to the local government, but it is not simply decentralization of authority, but the person who supervises who supervises and who approves who supervises. This is the unification of rights and responsibilities. It can effectively counterbalance the investment impulses of local governments and strengthen supervision. It is a reasonable control to cope with the investment boom.

Zhang Xiang, an independent automotive consultant, told the "Business School" reporter that the above requirements are very reasonable. The areas with relatively large amounts of new energy vehicles, such as Beijing and the Pearl River Delta in Tianjin, can achieve such popularity. This is also because the government has invested more funds and energy in subsidy and charging pile construction. Because the newly-built electric vehicle investment project can bring local government revenues such as GDP growth, employment problems, and political achievements, it is also encouraging local governments to do well.

However, there are not many areas that meet the above requirements. In addition, most of the areas with high popularity of pure electric vehicles have already had local pure electric vehicles. Therefore, it is still difficult for the new forces of the constructors to obtain production qualifications.

In addition, since the “Draft for Commenting” also stipulates that changes to the equity of fuel vehicle zombie enterprises are prohibited, after the investment project of a new independent pure electric vehicle enterprise is completed, only pure electric vehicle products with its own registered trademark and brand can be produced and acquired. The road to "nodding" qualifications and other methods has basically been blocked. The reporter asked questions about the “Consultation Draft” related questions to Singularity, Xiaopeng, Weimar, and the future of several new vehicle manufacturers, but the feedback received was neither commented nor returned.

According to the reporter’s data, there are 15 companies that have obtained qualification for new energy vehicles, but only 6 of them are listed in the “Road Vehicle Manufacturing Enterprises and Products Announcement”, and 5 companies still have no volume production. A clear timetable for the listing of vehicles. The definition of "Zombie Qualification" in the "Draft for Comment" is "indicating that auto companies have obtained qualifications for new energy vehicles, but the annual output is lower than that for two consecutive years: passenger vehicles, trucks, light buses, 1,000 vehicles, large and medium-sized There are 100 buses.” That is to say, if the above-mentioned qualified company fails to meet this standard, it may be cleared up.

Zhang Xiang believes that there are still a large number of companies that have already obtained qualifications, and there is no model listed. Therefore, they should not be able to approve new qualifications in a short period of time. This is also in line with the “Draft for Comments” mentioned in the “Encourage enterprises to adopt equity investment, carry out mergers and reorganizations and strategic cooperation, jointly develop products, jointly organize production, and increase industrial concentration.”

Zhu Huarong, president of Changan Automobile, has also said in public recently that “In spite of capacity and qualifications, we welcome all kinds of cooperation from all kinds of new forces with an open mind.” But the problem is that pure electric vehicles made through OEM can only be posted. The brand of OEMs is not conducive to the brand promotion of new vehicle builders.

Give the electric car "cooling"

China's new energy automotive industry is facing the problem of excess capacity. Ministry of Industry and Information Technology and other ministries and commissions issued a plan for the development of new energy vehicles in the "Mid-term and long-term development plan for the automotive industry" jointly issued in April 2017. By 2020, the annual domestic production and sales of new energy vehicles will reach 2 million.

However, according to the data released by the China Automobile Dealers Association, from the end of 2015 to the end of June 2017, more than 200 new energy vehicle projects have already been completed in China, and the related investment amount is as high as more than 1 trillion yuan. The open capacity of new energy vehicles is planned to exceed 20 million vehicles. According to the plan, most of these projects will be completed and put into production before 2020, which is 10 times the target set in the "Long-Term Development Plan for the Automotive Industry."

Zhang Xiang said that with the retreat of subsidies, if the market is too incapacity to digest, there will be substantial excess capacity. "Japan's auto production capacity is also very large, but their products can be exported to China, the United States and many other regions, and China's electric vehicles can't do this." Zhang Xiang said.

However, the product of “cheat compensation” in the previous round of electric vehicles may still not be digested. A group of “microblogging” screenshots recently collected by the electric car blog tramway exchange show that there are many pure electric commercial vehicles that were produced before and after 2015, some of which were even affixed with “110,000 units”. s Mark. The reporter then searched the Internet, and he did find some low-cost information for processing electric commercial vehicles.

Before and after 2010, with the introduction of policies such as the “Industrial Revitalization Plan” and “Development Plan for Automobiles and New Energy Vehicle Industry”, China had had a “Great Leap Forward” of electric cars. According to news reports, it was a night in Shandong. Thousands of electric depots have emerged, and even the enclosure of the name of the carmaker has occurred from time to time.

The tickets for the Shenzhen World Electric Vehicle Conference in 2010 were scrambled to 2,800 yuan. However, it was discovered after the meeting that behind the blind construction of local production capacity, the technology of key parts and components such as batteries and motors was immature, and the practicality of the products they produced was discovered. , reliability can not meet consumer demand. The large number of charging piles built at that time could not meet the current charging requirements in terms of power, resulting in a great waste of resources.

It is precisely in the past that this "Draft for Soliciting Opinions" has made stricter regulations for investment in pure electric vehicles. For example, the shareholders of newly-built independent pure electric vehicle companies have the intellectual property rights and production capacity of key components such as the vehicle control system, drive motors, and vehicle power batteries, and have strong control over key components. Even after-sales service has made requirements, such as "commitment to insure the quality of the products sold within 5 years after the project is put into production or by related companies."

Cui Dongshu believes that, on the whole, the current investment boom in new energy vehicles has not yet receded, so an effective standard threshold is needed for control. The effective linkage of investment and project landing allows local government management systems to be put in place, so as to prevent the problem of money traps. In addition, the criteria for investing in foreign energy new energy vehicles under the new conditions are also very high. Under the smooth introduction of foreign carmakers' new carp, there will be no out-of-control projects for large-scale foreign investment in new energy vehicles.

“Accordingly, the direction and specific standards of the “Draft for Soliciting Opinions” are relatively reasonable, and the pressure on the local government’s responsibilities is huge. There should be no problem of out-of-control investment in new energy vehicles and traditional vehicles,” said Cui Dongshu.