Under the pressure of double-pointing, traditional car manufacturers are no longer willing to start thinking about how to embrace new energy.
In the past March, many new energy vehicles were brought together. What are the reasons? I think to a large extent benefit from the implementation of the new energy 'dual-integration' policy. At the end of September last year, the five departments of the state jointly issued the “Passenger Vehicles”. The “Measures for the Management of the Average Fuel Consumption of Enterprises and the Consolidation of New Energy Vehicle Integration”, which is the policy of “double credit” in the mouth of the public, was formally implemented on April 1 this year.
The so-called 'double scores' are: Average fuel consumption points + New Energy car points. In the past, the average fuel consumption of automakers met the standard, and their models can be produced smoothly. If the standards are not met, then the average fuel consumption is 'negative.' Integral'. 'Negative' points are not paid, will be subject to suspension of high fuel consumption product declarations or production and other penalties.
Half of new car energy is zero
After announcing the average fuel consumption and new energy vehicle points for automakers in 2016 one month ago, on April 10, the Ministry of Industry and Information Technology once again announced the “2017 average annual fuel consumption of passenger vehicles and new energy auto points”. , A total of 99 domestic passenger car companies and 29 imported car dealers were involved in the double-credit situation. On the surface, the dual-point situation in 2017 continued the pattern of 2016, with about 60% of car companies’ fuel consumption points not meeting the standard, and half of the cars. The company’s new energy score is zero. The overall trend is that the rate of non-compliance of fuel consumption points has risen, and the proportion of new energy zero points has declined.
However, at the corporate level, changes have begun to appear. Although Great Wall, Changan Ford, Sichuan FAW Toyota, GAC Fick and other major fuel consumption negative points have added more points. However, some car companies have staged a major reversal of the points, and the fuel consumption in 2016 With negative scores exceeding 200,000 points, Changan Automobile, which is behind Changcheng Auto, and Anhui Cheetah, which has a score of more than 100,000 points, all achieved counter-attacks in 2017. Fuel points went from negative to positive, and new energy points also increased significantly. The five automakers' Dongfeng has a limited trend of double-integrating 'white to black'.
Behind the changes in the data, there is an immediate effect of the new energy strategy for car companies, and there are also short-term strategies for car companies to implement subsidies and double points. However, how to balance the new energy points with existing market profits is still Unsolved problems in car prices.
400,000 negative points pressure on the Great Wall secret meeting BYD?
The double-credit status table for 2017 shows that of the 99 domestic auto companies, 60 auto companies generate positive points for fuel consumption, and 39 auto companies generate negative points for fuel consumption. The total new energy points for 44 auto companies are still Zero points. Of the 29 imported car dealers, 14 had negative fuel consumption points, and 20 had not sold any new energy vehicles. That is, of the 128 car enterprises that were counted, the fuel consumption rate was 58.5%. Compared with 64.23% in 2016, the number of new energy points for 64 car companies in the 128 car companies is zero, which is slightly lower than the zero new energy score for 70 car companies in 2016. Promote.
In a total of 128 car companies, a total of 52 fuel consumption standards were not met. Chang’an Ford’s average fuel consumption points in 2017 was 287,800 points, which also made it become the highest negative car company in 2017. Contrast 2016 Year 7. Average fuel consumption of 2L/100km, Changan Ford's average fuel consumption in 2017 is also slightly lower (7.15L/100km), and the reason why the fuel consumption negative score rose by 287% is due to the increasingly stringent regulatory target values. In the absence of new energy output, there is no new energy model, which directly led to Chang'an Ford's negative 'flying up'.
(Data from China Automobile Association data)
In a total of 128 car companies, a total of 52 fuel consumption standards were not met. Chang’an Ford’s average fuel consumption points in 2017 was 287,800 points, which also made it become the highest negative car company in 2017. Contrast 2016 Year 7. Average fuel consumption of 2L/100km, Changan Ford's average fuel consumption in 2017 also decreased slightly (7.15L/100km), and the reason why the fuel consumption negative score rose by 287% was due to the increasingly stringent regulatory targets. In the absence of new energy output, there is no new energy model, which directly led to Chang'an Ford's negative 'flying up'.
In addition, as the most concerned negative score earner, Great Wall Motor added 16 million negative points for fuel consumption in 2017, plus 234,500 negative points for 2016. Great Wall needed to offset negative fuel mileage to 400,000 points. Great Wall 2017 Looking at the annual sales of 880,000 units, new energy points in 2019 will need to reach at least 90,000 points (accounting for 10% of sales), while the affiliate Yujie’s 2017 fuel consumption and new energy points will be only 30,000 points and 1. 40000, can not help the Great Wall is too busy.
400,000 negative points pressure on the Great Wall secret meeting BYD?
However, the Great Wall did not respond positively to how to eliminate negative points. A few days ago, it was reported that BYD Chairman Wang Chuanfu went to Baoding, the headquarters of Great Wall Motors, to meet with Wei Jianjun and explore new energy cooperation.
In fact, BYD and Great Wall, which were originally independent auto companies, faced pressure from BYD in the Ningde era, and the Great Wall faces the pressure of integral compensation. The two parties already have a meeting point for cooperation. The Great Wall even plans to integrate the powertrain. The vehicle platform is open and shared, which also provides an entrance for BYD and Great Wall to cooperate on new energy products. With the upcoming launch of Great Wall's WEY's first new energy vehicle P8SUV, Great Wall's new energy products will also enter the market one after another. It is unpredictable whether the compensation for nearly 400,000 points can be completed within the prescribed time limit.
BYD holds the top spot of new energy autos with 300,000 points
According to the dual-point management regulations previously issued by the Ministry of Industry and Information Technology, if the negative balance of the average fuel consumption of the company in 2017 cannot be repaid to zero, the production or import adjustment plan for passenger cars should be submitted to the Ministry of Industry and Information Technology for the expected result. Positive credits can be used to compensate for negative credits that have not yet been repaid; before their negative credits are paid back to zero, new fuels whose fuel consumption does not reach the fuel consumption target value of the “Passenger Fuel Consumption Evaluation Methods and Indicators” are not met. Not included in the "Road Motor Vehicle Manufacturing Enterprises and Products Bulletin".
The newly released points data shows that in 2017, a total of 55 car companies generated new energy car points, of which BYD topped the list of new energy autos, and its two company points reached 300,000 points, followed by Beijing Automotive New Energy’s 220,000 points. SAIC Motors, Geely Automobile, and Haoyue Automobile’s new energy vehicle points also exceeded 100,000 points. The new energy points of 44 domestic car companies such as Baowo, Beijing Benz, Volvo, Dongfeng Honda, Zhongtai etc. are still zero, which also makes BYD, Beijing Auto New Energy and other large points will become a sought-after partner.
The implementation of the new energy 'dual-integration' policy is a curse for any one manufacturer. Therefore, in 2018 we will see more and more of the development of the overall automobile market, and we will quietly transition to the direction of new energy. .
