Kas 2022. aastal uute energiasõidukite hind tõuseb?
Hiina autoliidu uusim statistika näitab, et selle aasta novembris ulatus uute energiasõidukite tootmine ja müük vastavalt 457000 ja 450000-ni ning turu hõlvamise määr oli 17,8 protsenti. millest uute energiaga sõiduautode turuosa ulatus 19,5 protsendini. Jaanuarist novembrini toodeti ja müüdi uusi energiasõidukeid 3,023 ja 2,99 miljonit, mis on 1,7 korda rohkem kui aastaga-on-aasta. Hiina Teaduste Akadeemia akadeemik Ouyang Minggao ennustab, et uute energiasõidukite kodumaine müük ulatub tänavu umbes 3,3 ja järgmisel aastal 5 miljonini.
While the production and sales of new energy vehicles have risen rapidly, subsidies have also accelerated. According to the "Notice on Improving Financial Subsidy Policies for the Promotion and Application of New Energy Vehicles" jointly announced by the Ministry of Finance and other four ministries in April 2020, the subsidy standards for 2020-2022 will be reduced by 10 percent and 20 percent respectively on the basis of the previous year. percent , 30 percent . Although the detailed rules for the subsidy decline in 2022 have not yet been issued, more and more car companies are preparing for the further decline of the subsidy.
Mõned populaarsed{0}}müügimudelid on hakanud hindu tõstma
24. novembril tõsteti kodumaiste Tesla Model 3 ja Model Y taga-veolise-versiooni hinda 4752 jüaani võrra, 250 900 jüaanilt ja 276 jüaanilt 000 jüaanile. vastavalt 255 652 jüaani ja 280 752 jüaani. Erinevalt varasematest toormehinna tõusust tingitud hinnatõusudest on selle hinnatõusu oluliseks põhjuseks toetuste vähenemine. Arusaadavalt on mudelite 3 ja mudeli Y praegune tarneaeg 2022. aasta esimene kvartal.
Juhuslikult on alates 13. detsembrist Xiaopeng Motorsi kolme mudeli autoostuõigust erineval määral vähendatud. Nende hulgas on P7 auto ostuõiguste paketti vähendatud 5,000-10,000 jüaani võrra, P5 puhul 4,000 jüaani, ja G3i on vähendatud 5000 jüaani võrra. Seejärel nautige 0 intressi või madala intressiga meetodit. Tööstuse insaiderid usuvad, et lisaks tarneahela piirangutele on subsiidiumide vähenemine Xiaopengile oluline põhjus autoostuõigusi vähendada.
Samas on toetuste kahanemisest saanud autofirmade trikk tarbimise turgutamisel. 7. detsembril FAW-Volkswageni ametlikult välja antud propagandaplakat ID.4CROZZ ja ID.6CROZZ kirjutas: Riikliku subsiidiumi languseni arvestatakse alates 1. jaanuarist 2022 uut energiariigi toetust vähendatakse 5400 jüaani!
It is worth noting that in the face of the delay in order delivery and the further decline of subsidies due to the upgrade of the production line, NIO adopted the strategy of "paying for itself". Weilai said that users who paid a deposit to buy ES8, ES6, and EC6 before December 31 this year and purchased the car on March 31, 2022 can still enjoy subsidies in accordance with the national subsidy standard in 2021, that is, the vehicle standard. Models with battery packs (75kWh) and long-life battery packs (100kWh) can still enjoy subsidies of 16,200 yuan and 18,000 yuan respectively. At present, the delivery cycle of NIO is about 2 months, that is, for users who book cars before the end of the year, the delivery time of new cars is all in 2022. That is to say, the price difference arising from the subsidy decline in 2022 will be borne by NIO.
In addition, Nezha car sales staff also said that as long as the vehicle is ordered this year, even if the pick-up time is next year, you can still enjoy this year's subsidy policy.
"There is a high probability that there will be no significant increase"
Erinevatel autofirmadel on erinev turuläbirääkimisjõud. Juhtivate autofirmade jaoks ei mõjuta väike hinnatõus eeldatavat müüki vähe; tõusufaasis autofirmad kannavad pigem kahju kui riskivad müügi vähenemisega. . Poliitika näeb ette, et 2022. aasta uute energiasõidukite toetusstandardit vähendatakse 2021. aasta alusel 30 protsenti ning see on viimane uute energiasõidukite toetuste aasta. Niisiis, kas 30-protsendiline tugevuse langus põhjustab suure hulga uute energiasõidukite hinnatõusu?
"At present (new energy vehicle) sales have basically entered the market-oriented track, and subsidies have little impact. Although there are no subsidies, non-subsidy policies such as double credits, carbon emissions, and travel restrictions will still be used. At the same time, with the rise in oil prices, fuel Compared with electric vehicles, the cost of using a car increases. Therefore, the impact of the subsidy decline will not be too great." Ouyang Minggao believes.
Cao Guangping, an independent researcher on new energy and intelligent connected vehicles, said that whether new energy vehicles will usher in a price hike in 2022 depends on the game of various factors. "The negatives include tight battery supply, no more mature new battery routes to replace, difficulty in large-scale recycling and utilization of existing lithium-ion battery raw materials, and declining subsidies. The increase in the price of points, the reduction of the cost of other parts by car companies, and the disguised increase of profits by car companies in after-sales or OTA (over-the-air download) upgrades can also absorb some of the price increase factors."
In addition, Cui Dongshu, secretary-general of the Passenger Federation, also made it clear that in 2022, the price of new energy vehicles "is unlikely to increase significantly."
Autofirmad juhatavad sisse uue testimisvooru
It is understood that the new energy vehicle subsidy policy has been implemented since 2009, and it has been 12 years. In 2019, subsidies fell sharply, which led to the reshuffle of the new energy vehicle market, the reshaping of the pattern, the sharp drop in sales, and the elimination of some car companies that depended on subsidies to survive. At present, my country's new energy vehicles have made great strides from policy-driven to market-driven, and the market penetration rate has been increasing. With the substantial increase in the cruising range of power lithium-ion batteries, the gradual improvement of charging infrastructure, and the support of various local preferential policies, consumers have The acceptance of new energy vehicles is getting higher and higher. Under this development trend, the decline or cancellation of subsidies for new energy vehicles will be inevitable.
In fact, even if the price of vehicles does not increase, the pressure on car companies is increasing. Problems such as chip shortages and skyrocketing battery raw material prices have plagued car companies. The superimposed subsidy decline may further compress the profit margins of car companies, and car companies with low sales will fall into a more difficult situation. Chen Qingtai, chairman of my country's Electric Vehicle Hundred People's Association, pointed out that although non-subsidy support is still available, for the market, next year will be a "hurdle", and car companies will usher in a new round of tests.
"After the subsidy is withdrawn, the relevant technical rules such as battery energy density, power consumption per 100 kilometers, etc. are no longer required, and even if the battery replacement subsidy is canceled, the cost-effective models that meet the needs of users will develop better, and the head aggregation situation will also improve. It is easier to form." Cao Guangping said.
