This is a huge gamble for huge investment. It has been in the game. It has been in the game, and it is not a matter of peace. If you are not in the game, you are worried and you can only do everything you can.
This is a round of arrows. It is a battle to win or lose. The participants from both inside and outside the industry are sultry, all show supernatural powers, and no one wants to lose. The rules of competition are different from the past. And moving the whole body.
This is the current new energy automobile industry, calm is no longer.
During the two sessions in March, new energy vehicles did not unexpectedly become high-frequency vocabulary. 'To further expand the opening up, the vehicle purchase tax is extended for another three years'. The contents mentioned in the "Government Work Report" are undoubtedly even more exciting. In this way, some companies feel even more enthralled. Because, in their minds, Yokohama is a very close but far-reaching “grant card.” Everyone in this industry is eager to know : When will the approval of investment projects for newly-built pure electric passenger vehicles that will stop since last year be continued? This represents the 'gateway' of the first industry level.
Silent stop
Although strictly speaking, the approval of investment projects by the National Development and Reform Commission does not equal the true 'qualification', and the follow-up product sales must be listed in the enterprise and product announcements through the assessment of the Ministry of Industry and Information Technology. However, the automotive industry has become accustomed to refer to these first half steps as ' Acquired Qualifications '. Since the implementation of the "Regulations on the Management of Newly-built Pure Electric Passenger Vehicles" in July 2015, there have been 15 new construction companies that have crossed the gate of 'qualification' and have obtained the 'grant code'. The last Jianghuai Volkswagen Project The invoicing of the approved approval document was on May 16, 2017. Since then, the approved list has not been updated.
Although the government has remained silent about this, sources from various sources stated that the National Development and Reform Commission suspended the approval of new investment projects for new energy passenger vehicles since late May last year.
"Surely it took a long time to suspend. In accordance with the document that was introduced in 2015, there were more than 10 approvals. It was a bit out of control. It was different from what was expected. Therefore, it was called out in an emergency, but it was not stated explicitly. 'As an expert who participated in the qualification audit.' Group member, Wang Binggang, head of the National New Energy Automobile Innovation Engineering Experts Group, told the China Auto News reporter.
The Big Misconduct of 'Outsiders'
The suspension has been confirmed, but it is unknown when it will be restarted. According to incomplete statistics, there are more than a hundred companies or teams in the country that are lining up or intending to enter the new energy vehicle sector. Today, they are facing the “channel” and are stuck with plans to disrupt it. Dilemma. One of the most anxious, full of hardship, is the application process card in May 2017 to suspend the node of several companies.
There was an incident at Wulong. At the end of November 2017, it was discovered that Henan Senyuan Electric Vehicle Co., Ltd. had an annual output of 50,000 pure electric vehicles in the publicity information issued by the National Development and Reform Commission’s “Online Supervision and Approval Platform for National Investment Projects”. Vehicle Construction Project, Jiangsu Guoxin New Energy Automobile Co., Ltd. Construction Project of Carbon Fiber Lightweight Pure Electric Vehicle, Three Projects of Kangdi Electric Vehicle Jiangsu Co., Ltd. with an Annual Output of 50,000 Pure Electric Passenger Cars, etc. The column shows 'passed'. In response to this, many news media, including the central media, interpret it as the National Development and Reform Commission’s approval of the restart of the new energy vehicle project. However, shortly thereafter, the approval of the National Investment Project Online Approval Supervision Platform was announced. In the information, the results of the approval of these three items were also shown as 'Other'. Some informed sources told the China Automotive News that according to the relevant provisions of the administrative approval, the NDRC shall, within 20 working days after receiving and receiving the assessment report, As a result of the audit, the above project audits have all expired for a long time. The publicity platform has successively displayed different results, which are 'passed' and 'Others' are inevitably somewhat strange, and may also be concerned about misunderstandings by the outside world. In fact, as of now, the approval of new energy vehicle projects has not been restarted.
'It's a pity that the materials were reported in March and passed the expert review. It was precisely a suspension of the trial. The enterprises are under great pressure. They have invested a lot of manpower, financial resources, and energy. The development zone also did a lot of layout earlier, giving the company a lot of resources. It has caused a certain impact on local stable development and the financial environment. 'The person in charge of the Jiangsu Rugao Economic and Technological Development Zone said to the reporter of the China Automotive News that it is the Condé electric car project that has settled down.
'We have to go through the procedures have been passed, and the conditions are also in line with, according to the relevant provisions of the administrative approval, we originally thought that can be approved in May 2017. It happened to approve the suspension, and now has been waiting for nearly a year, the initial investment Huge, if dragged on again, the loss will be greater, endangering the normal operation of the enterprise, dragging down the enterprise. 'The related person in charge of Condi was quite aggrieved by the reporters of China Automotive News.
The application unit of Guoxin New Energy Automobile Company is Jiangsu Aoxin New Energy Automobile Co., Ltd. It had previously filed a report on the “Investment Project of Annual Production of 20,000 Carbon Fiber Lightweight Pure Electric Passenger Cars,” but it failed to pass. , We re-submitted, and the experts considered that they met the requirements after review. But it was very unfortunate that the card was suspended due to the suspension of approval. The manager of the new company sighed.
The person familiar with the matter told China Automotive News that Kangdi and Guoxin are key support enterprises in the field of new energy vehicles in Jiangsu Province. The project investment is huge and is now being put on hold for long-term approval. Both the enterprise and the locality have incurred a large loss. We can expect that if we continue to shelve, it will inevitably miss a valuable policy dividend period. 'How to deal with this legacy problem, the government should indeed give a statement to the company as soon as possible, and it is also an omission to drag on the grounds of suspension.' Said.
True 'squid' and fake 'squid'
Objectively speaking, suspending approval is also a ridiculous move of the NDRC based on a number of factors. The necessary measures are: “The electric vehicle technology level was generally poor when the conditions were first set. Many experts believe that the rigorous determination has been made and the threshold is not low. The level of technological upgrading is much faster than expected. The constant influx of capital, the endorsement of local governments, has prompted a rapid expansion of the scale. 'Wang Binggang said, 'This led to excessive approval, only the first five 2017 There are 9 finalists in the month, and some of these levels are not too high and there is a risk of overcapacity.
Looking at 15 companies that have obtained qualifications - Beijing New Energy, Changjiang Automobile, Future Cars, Chery New Energy, Jiangsu Min'an, Wanxiang Group, Jiangling New Energy, Chongqing Jinkang, Guoneng New Energy, Yundu New Energy, Zhidou, Sudar, Hezhong, Luzhou and Jianghuai Volkswagen, most of them have the background of traditional vehicle companies, while others are the transformation of suppliers, vehicle design companies or low-speed vehicle companies. There are almost all the local governments behind each one. The overall innovation efforts of the 15 companies were less than expected, and only a small number of five companies currently entering the Ministry of Industry and Information Technology product announcement can be listed and sold. This is in contrast with the government’s expectation of 'putting a few catfish to make the water' stirred up. The total production capacity of these 15 companies is nearly one million units. If we count more than 100 companies still applying for qualification in the lineup, and new energy vehicle product plans for traditional car companies, the sales volume of domestic new energy vehicles will reach 2 million by 2020. Compared with expectations, there is no doubt that the capacity reserve exceeds the standard.
The negative voice was pushed to the climax by the approval of Henan Sudak. This so-called new energy automobile company has been negatively plagued with “Zombie car companies”, 'Involving People's Fundraising in Disguise', and 'Unauthorized Construction' and other labels. The issuance of this 'grant card' has attracted a lot of criticism, and has also brought some public opinion pressure to the NDRC.
On June 4, 2016, the National Development and Reform Commission and the Ministry of Industry and Information Technology jointly issued the Opinions on the Improvement of the Management of Automotive Investment Projects, which mentioned the continuous improvement of technical requirements and production access requirements for new energy vehicle investment projects, and encouraged enterprises to increase the industrialization of new energy vehicles. "Capability and skill level", releasing signals to enhance access barriers and further strict approval.
“The intention of the government department we understand, but we cannot deny or delay the later applicants because of the unsatisfactory of the first 15 companies. This is unfair to us. ' A person in charge of a new car company that does not wish to be named to the “China Automotive News” The reporter said.
Dilemma supervisory proposition
On the one hand, it is the good intention of the government to guide rational investment, and on the other hand, it is the demand of the enterprise to seize the market opportunity. It also reflects a long-standing industrial problem behind it: whether it is Yan Jinsong, or whether it is to enter into strict supervision, or is it strictly strict? tube?
Yin Chengliang, director of the Institute of Automobile Energy Saving Technology of Shanghai Jiaotong University, told the China Auto News reporter: 'The government has set thresholds and access conditions, and it is necessary and reasonable from an orderly management point of view.' In his view, ' Threshold' to a certain extent breeds market rent-seeking or power rent-seeking.
In China, there are many experts and scholars, such as Chen Qingtai, chairman of the China Electric Vehicles Centennial Association, and scholars, who believe that liberalizing policy access and strengthening post-regulatory supervision can make the automobile move toward electrification, and the smart network will be united. It stimulates market vitality, otherwise, in accordance with the current strict and generous environment, it will be difficult to cultivate a true 'squid' enterprise. 'Many countries have no barriers to entry, they are characterized by easy access, strict law enforcement, and finally a virtuous circle. Although there may be some confusion in a certain period of time, it can be eliminated gradually through market actions, such as emphasizing the follow-up of strict legal supervision and market role, which will also allow investors to refrain from investing in the previous period. 'Yin Chengliang said.
Wang Binggang thinks: 'The United States is rigorously appraised and supervised after it is put into production. China's management model is the first to certify, after production and sales. It is illegal to go into production without certification. China has a certain history and national conditions, and it is not in the field of investment in new energy vehicles. It may suddenly have changed too much. 'He also mentioned: 'The government should focus on safety, energy consumption, emissions and other aspects of strict management.'
Timetable is hard to infer
When the qualification is approved and restarted, how to restart? This has become the topic to be solved by the manager, and it also tests the patience of the company.
Some companies asked me what to do. I think it is better to do it first, look for qualified companies to cooperate, and absorb experience in production management, quality control, etc. in the cooperation. I believe that if quality and market response are good, sooner or later they will get qualifications. ' Wang Binggang said.
When the “China Auto” reporter recently asked the relevant person in charge of the National Development and Reform Commission when to restart the qualification approval, the official did not give a clear answer, but also expressed similar views: 'Why must I apply for qualification myself? Can be used with other companies Cooperative production and sales of products. '
In fact, since the second half of 2017, some new car manufacturers have adopted the 'cooperative production' strategy while announcing that the first product will soon be on the ground. However, for most companies, 'borrowing children' is not In the long run, crossing the 'qualification gate' is still the number one goal in their minds.
Wu Songquan, chief expert of the China Automotive Technology and Research Center and director of the Policy Research Center, analyzed with the reporter of China National Automotive News: 'From the current situation, the acquisition of existing fuel vehicle companies is also a viable approach. ' Early this year, the new car companies On behalf of Weimar Automobile, it is through the way of holding Zhongshun Automobile that the curve has obtained the qualification for new energy vehicle production.
A reporter from China Auto News learned that during the two sessions this year, the National Development and Reform Commission responded to Zeng Qinghong, the representative of the National People's Congress and the Secretary of the Party Committee of Guangzhou Automobile Group, and Chairman Zeng Qinghong’s proposal to “renew the permit for the resumption of new energy vehicles as soon as possible.” Response The China Development and Reform Commission made clear two points: First, we are clearing and standardizing investment in new energy vehicles so as to ensure that there is progress in the industry and avoid overheating. The second is to apply as soon as possible after the “Regulations on the Management of Newly-built Pure Electric Passenger Vehicles” is issued and revised.
There is no doubt that the two issues of 'cleaning up the specification' and 'revising the release' will take time. It is almost a year now that the approval has been suspended. It will be difficult to extrapolate.
Right now, the most sensational one is the timetable of this unknown. For enterprises, apart from stepping up product development, it is the most important thing to enter the 'qualification gate' as soon as possible.
How many companies can truly grasp the subsidy for new energy vehicles to retreat? Foreign brands have entered the 'window period' and 'opportunity period' of the past? Can those enterprises that are full of anxiety and grievances be required to run as Premier Li Keqiang? Once, at this moment, the 'cleaning regulations' and 'revision and release' of the new energy automotive industry are not only related to the fate of the company, affecting the direction of industrial development, but also testing the credibility and service level of the government authorities.