A few days ago, a coalition of New Zealand energy buses in Linfen, Shanxi Province, flew in the air and brushed the news that new energy vehicles were left idle and empty again became the focus of public attention.
December 10, Linfen City, Shanxi Province, the media released a message that recently residents found that there are hundreds of local buses traveling back and forth on a fixed road, the body printed 'New Zealand Watermao Union' message, but the car in addition to Driver no passengers.
On December 12, after being exposed by relevant media, the involved company Xinyu Tourism Co. issued a clarification statement shortly after saying "that it recently conducted centralized maintenance and comprehensive performance test of the vehicles on the line." However, One argument is still full of suspicion.
In fact, as early as October this year, Shenzhen Netizen broke the news that the Whama Alliance was hiring a B2 licensee driver in Shenzhen at the time. Its main task was to fly a new energy truck and run 260 kilometers a day without allowing the driver access to private cars 'Because the alliance has operating vehicles at the same time, passing vehicles in private can affect the market price.'
Previous auto industry analysts have disclosed to NBD cars, end of the year is the high energy-saving air-driven mileage of new energy vehicles, but which companies specifically to take this approach, he declined to disclose.
A new energy automotive practitioners recently told NBD cars that the new energy vehicles in fact have their own special application scenarios, but also the market demand, the pressure most businesses are facing is only subsidies to adjust the funding problems, leaving the product 'empty driving 'The business, the goal is likely to be' get subsidies as soon as possible '.
Empty to get subsidies as soon as possible?
'Now when it comes to subsidies to our manufacturers on the tension.' December 13, a commercial vehicle group responsible person to NBD said that the company's bus segment is also promoting new energy buses, how to meet '30,000 km' Take the subsidy requirements make them a headache.
Since 2016, many uncertainties have emerged as a result of the readjustment of the subsidy policy for new energy vehicles and the relevant departments' investigation and prosecution of the 'cheat subsidy' resulting in the suspension of subsidies for new energy vehicles. This has also brought many enterprises In particular, the latest subsidy regulations require that non-individual users have to travel 30,000 kilometers before they can receive subsidies, further increasing the pressure on operating companies, because even if the 30,000-kilometer condition is reached within one year, Time, at least a year and a half to two years or so.
The commercial vehicle group official said that the group itself has dozens of the company's new energy bus used as a commuter company, but in this use of the scene, a daily commute to and from only a few dozen kilometers away , It takes a long time to go to 30000 kilometers.However, due to the other segments of the group itself is also relatively large business, so it can withstand such financial pressure.
However, the situation seems to be less optimistic for the coalition of Waitmars, the protagonist of the 'lost-fly' incident.
It is understood that the core of the Water Marma Alliance is Watmar Battery Company, the latter Kennedy Nirvana (300116, SZ) third-quarter financial data show that the company accounts receivable more than the beginning of the third quarter increased 4.95 billion yuan, an increase of 99.29%, 'mainly due to the growth of sales of new energy products, subsidies affected by the policy, the slowdown in the amount of accounts receivable led to the slowdown in.' The third quarter, the company's overall operating income was just 2.54 billion yuan.
Although Kennedy could not state explicitly whether its impact was a direct battery subsidy or if the entire vehicle was not subsidized, resulting in a failure to recover its battery money in time, it is certain that the amount of the subsidy For Kennedy is not a small number.
The above new energy automotive industry practitioners believe that the current '30,000 km' requirements most businesses can run to, but subsidies issued time will be extended, and the choice of Wal-Mart coalition flights, most likely in order to achieve as soon as possible Mileage, early get subsidies'.
'Empty car test' is not illegal but more sad in the future
In fact, the industry has been discussing the usage scenarios for new energy vehicles or bus operations.
Some view that the current energy mileage of new energy vehicles generally 150-200 km, new energy bus mileage of 200-300 km, while charging facilities outside the city is not perfect, which makes the new energy vehicles Long-distance transport across the city is extremely inconvenient.
It is precisely because of the limited mileage of new energy commercial vehicles can not be long-distance transport, but in order to get 30,000 km as soon as possible to get subsidies, some companies will choose empty brush mileage.
However, some insiders also believe that the choice of empty driving as soon as possible is enough for the interests of a small number of enterprises, but it does not mean that the new energy vehicles do not have operational value per se.
On December 13, at the first China Smart Car & Smart Logistics Forum, Luo Bin, vice president of rookie networking and General Manager of New Energy Vehicle Department, said that for the city distribution, the new energy logistics car is irreversible Trend '.
'The new energy city will have great future development of the distribution of the city, because the new energy vehicles not only have the operating cost advantage, but also the right to road rights, unlimited license limit, so the new energy vehicles are' born smart ', and smart logistics It is the future trend. "Luo Bin said.
At present, new energy vehicles in the city are also facing inconvenient charging, some of the battery quality slightly less battery power-down and so on, but the industry believes that more and more cities began to limit the fuel vehicles, especially trucks, so Even if some conditions are not particularly suitable for the use of new energy vehicles, operating companies have to choose, 'Otherwise it is completely impossible to do.'
From this, the new energy vehicles for operation despite the various bumps, but the industry is still more optimistic about the driving brush for miles to seek subsidies, the insiders said, 'cheat compensation' that is difficult to define, was found after Businesses can state that the vehicle is going to the cargo / manned road, but like Linde empty Watermar Alliance companies in this case, the manufacturers are willing to pay human and operating costs for 'empty car test', in essence, does not belong Illegal behavior.
However, it also said that for those dependent on the subsidy manufacturers, subsidies for new energy vehicles will start to decline next year, the days will be even more sad.