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On the afternoon of August 6, the Ministry of Finance and other three ministries jointly issued the "Announcement on the Exemption from Purchase Taxes for New Energy Vehicles." This is the fourth time since July that the New Energy Vehicle has issued a New Deal. Among them, a plan clearly stipulates that the proportion of new energy vehicles purchased in bus procurement in 2016 to the total amount of equipment renewal in the current year shall be no less than 30%, which means that new energy vehicles will have a market share of more than RMB 30 billion.
The car companies have also been active in recent times. On August 5th, GAC BYD announced the joint production of new energy vehicles. Not long ago, SAIC Beiqi also said that it would build new energy vehicles together with Alibaba and LeTV. Beiqi even threatened to create "China Tesla" in two years.
An agency official told reporters that the development of new energy vehicles is relatively optimistic, and in 2014, new energy vehicles will be one of the strongest fundamental growth segments. With the introduction of relevant policies, the new energy vehicle industry chain will benefit both upstream and downstream.
However, analysts in the automotive industry told 21st Century Network that from the perspective of years of development of new energy vehicles, it is not easy to achieve breakthroughs. Data shows that Roewe's E50 sales in the first four months of the year were only single digits, and the sales of the Beiqi E-series E150EV were only two units. In the eyes of people in the industry, the three major problems plaguing the development of new energy vehicle prices, models, and charging have yet to be broken. "The most important thing is to wait for the user's concept to change."
New Deal 4 has been issued since July, and new energy vehicles have had favorable policies. They have introduced related programs and policies such as increasing subsidies, granting preferential policies for licenses, accelerating the construction of charging piles, and exempting from vehicle purchase tax (respectively: July 13). On 5 July, the Development and Reform Commission and the Ministry of Finance issued the "Implementation Plan for the Purchase of New Energy Vehicles by Government Authorities and Public Institutions"; July 21, "Guiding Opinions on Accelerating the Popularization and Application of New Energy Vehicles" of the General Office of the State Council; July 30; Development and Reform Commission, "Notice on Issues Concerning the Pricing Policy for Electric Vehicles".
On August 6, the Ministry of Finance and the Ministry of Industry and Information Technology issued the “Announcement on the Exemption of Purchase Taxes for New Energy Vehiclesâ€. This is the fourth new energy vehicle policy issued by the relevant national authorities since July.
The above-mentioned announcement states that from September 1, 2014 to December 31, 2017, the purchase of new energy vehicles will be exempted from vehicle purchase tax; for new energy vehicles exempted from vehicle purchase tax, the Ministry of Industry and Information Technology and the State The State Administration of Taxation implements management through the issuance of the Catalogue of New Energy Vehicle Models Exempted from Vehicle Purchase Taxes.
According to industry insiders, this purchase tax exemption policy has a wide range of benefits, not only limited to its own brands, but also includes luxury cars such as Tesla ModelS and BMW i3. As for the tax-free models, the new policy is further liberalized. In addition to pure electric vehicles, plug-in hybrid vehicles, such as BYD Qin, will also receive the same tax exemption policy.
Changjiang Securities believes that the purchase tax exemption can further reduce the initial cost for consumers to purchase new energy vehicles, which will fully benefit the further promotion of new energy vehicles in China.
Haitong Securities directly pointed out that the lack of attention to new energy vehicles will be a mistake in the route, and expressed that it is necessary to continue to shout to investors, and the wave of marketization of new energy vehicles has come. The marketization of new energy vehicles in China will enter “Gao Shuaifuâ€, “? Pan Jun’s Hug?? Sun Haihai?5. Mussels??BR>
An agency source told 21st Century Network that the development of new energy vehicles is more promising, and in 2014, new energy vehicles will be one of the strongest fundamental growth segments. With the introduction of relevant policies, the new energy vehicle industry chain will benefit both upstream and downstream, including vehicle companies and lithium battery companies.
As for these favorable policies, a person in charge of the car company was extremely sceptical and expressed to 21st Century Network that, because of local protectionism, it was difficult to enter the local market, and it would take a lot of money to enter. The openness of this policy has provided an opportunity for fair competition.
"This policy support is very powerful, not only for our vehicle companies, but also for the entire new energy vehicle upstream and downstream industries are good, and the development of new energy vehicles plagued the development of enterprises, such as charging piles, charging facilities standards, etc. Targeted policy. "
Some analysts pointed out that the reason for this significant policy adjustment was that sales of new energy vehicles in China were less than 20,000 units in 2013, which is approximately 500,000 units of new energy vehicles. The target gap is too great. The government must step up the pace of popularizing new energy vehicles.
The temptation of the market was 30 billion. However, prior to the introduction of relevant policy intensiveness, the government and some enterprises had been in a game state for the development of new energy vehicles. The government hopes that companies can conduct research and development first and push products more; while enterprises hope that the government can directly specify the "road to go."
In late April, an industry insider who participated in the survey of new energy vehicles told reporters that his research group conducted investigations in Anhui, Hubei and other cities this year and found that the implementation of new energy vehicles by local companies was not strong and they were still waiting to see. .
For some of the above state of some companies, many people in the industry, such as Dong Yang, Secretary-General of China Automobile Industry Association, and others in the industry have spoken to the company. They must first take action and carry out R&D. Whether it is the development of hybrid or pure electric or other directions, real development will receive corresponding results. "Return."
The Implementation Plan for the Purchase of New Energy Vehicles by Government Agencies and Public Institutions directly brings new market benefits to new energy vehicles. The plan clearly stipulates that the proportion of new energy vehicles purchased by bus purchases in 2016 to the total amount of equipment renewal in the current year shall be no less than 30%, which means that new energy vehicles will have a market share of more than RMB 30 billion.
The market speculated that policy makers hope to once again demonstrate the effect of official vehicles and help new energy vehicles to drive sales, because some Ashkenazi luxury brands had previously created some sales “mythsâ€.
With the continuous landing of new energy policies and Tesla's sturgeoning effect, both the Chinese capital market and the entity companies have set off a new energy vehicle fever.
On July 23, SAIC announced that it would build a new energy vehicle with Alibaba and proposed a new concept of “Internet carâ€. It is reported that SAIC and Ali's "Internet car" redefines the automobile and the on-board system from the source. The goal is to enable users to seamlessly connect to the Internet through the car, radically changing the limitations of the current in-vehicle system's simple features and poor user experience.
At the same time, Beiqi chairman Xu Heyi was also secretly viewing the CEO Jia Yueting and signaled to the outside world that he was willing to “produce OEM production of LeTV.†And recently. Sohu's former deputy editor-in-chief and general manager of the automotive division, He Yi, left Societee from Sohu and will be responsible for establishing the automotive team in the future. Beiqi is full of confidence in the development of new energy vehicles, saying that it will build "China's Tesla" within two years.
On August 5, BYD announced the signing of the "New Energy Bus Construction Project Shareholders Agreement" with GAC Group. Both parties jointly invested in the establishment of GAC BYD with registered capital of 300 million yuan.
However, it should be pointed out that the number of private purchases is far less than the use of buses. It is understood that Roewe E50 sales in the first four months of this year is only a single digit, BYD E6 cumulative sales of 881 vehicles, Beiqi E series E150EV electric vehicle sales only 2 units.
A person in charge of BYD admits to the reporter that the current policy of encouraging the development of new energy vehicles in the country has been introduced in succession, and car companies are also improving product quality, but more importantly, the concept of consumers needs to be changed.