Domestic low-speed electric vehicle companies have once again fallen into a development crisis – many local governments suddenly announced 'strong measures' for low-speed electric vehicles in the first half of this year.
'This is a kind of 'lazy politics'. ' On August 14, a senior low-speed electric vehicle company in Shandong Province said in an interview. Domestic low-speed electric vehicle companies are in a development crisis - multiple local governments In the first half of this year, it was suddenly announced that 'hard-line measures' were adopted for low-speed electric vehicles. 'The whole industry has been hit harder than ever before.' The executive told reporters.
According to the statistics of the reporters, since the beginning of the year, various regions in Shandong, Henan and other provinces have successively introduced new policies to implement a series of control measures such as “restriction, ban, and ban” on local low-speed electric vehicles, including those in Beijing. It is also planning to implement strict control over low-speed electric vehicles. In particular, the wind direction changes in Shandong Province - Shandong Province is a province with low-speed electric vehicles production and sales, and is one of the most determined provinces supporting the development of low-speed electric vehicles.
In the past six months, the low-speed electric vehicle industry has once again been pushed to the forefront, and the industry has a strong wind. 'If you follow the current method and directly 'one size fits all' management, the low-speed electric vehicle industry will become more deformed. 'Another low-speed electric Car company executives told reporters. Prior to this, these low-speed electric vehicles were being upgraded in an intensive way to cope with the arrival of the national standard for low-speed electric vehicles. 'After two years of preparation, we can basically meet the requirements.' The person said.
At present, the low-speed electric vehicle industry is looking forward to the 'national standard' landing time, only two months left - the "four-wheel low-speed electric vehicle technical conditions" issued by the National Standards Committee in October 2016, its 24-month project cycle The low-speed electric vehicle industry is regarded as the national standard, that is, the national standard will be introduced in October 2018. The introduction of the national standard is considered to be the beginning of the low-speed electric vehicle 'turning positive', but why at this time, the development of low-speed electric vehicles Will it be severely hit by all localities? Does this mean that the winds of the development of the low-speed electric vehicle industry are waiting for the national standard to turn again in two years?
Paradoxically, despite the rigorous remediation actions of low-speed electric vehicles, the low-speed electric vehicle market has achieved steady and rapid growth year after year, unlike the policy level. According to the statistics of Shandong Automobile Industry Association, 2017 Shandong has produced a total of 756,000 low-speed electric vehicles. From 2009 to 2017, Shandong has produced 2,190,600 low-speed electric vehicles for the whole country. In 2018, the low-speed electric vehicle industry is still growing at a high speed. This is the largest development of the low-speed electric vehicle industry. Reality and dilemma.
'We agree that the low-speed electric vehicle industry needs more standardized management, and the industry needs to have standards, but it cannot be across the board. The industry needs to guide development, not the regulation is cancelled.' The above-mentioned executives said. In fact, the relevant national departments have repeatedly The standard management of low-speed electric vehicles has been instructed. Among them, in 2015, the State Council approved the work of “upgrading a batch, standardizing a batch, and eliminating a batch of '(three batches)), which has become a low speed in the past two years. Programmatic thinking on the standardized management of electric vehicles.
Based on this, the low-speed electric vehicle industry has achieved remarkable results in self-upgrading and evolution in the past two years. However, in management, it is obvious that the regulatory authorities need to follow up. 'The existence is reasonable, low-speed electric vehicles have not been one after years of development. The financial subsidies for new energy vehicles have formed the current scale in the market, which is a consumption upgrade in rural and fourth- and fifth-tier cities.
Ten years in the gray zone 'savage growth'
Since July, Shandong, Henan and other places have launched a wave of intensive remediation actions for low-speed electric vehicles. It is understood that Shandong Jinan, Heze, Taian and other places have introduced local control policies for low-speed electric vehicles. For example, Zhengzhou, Henan. The city, recently approached the Taiwan policy, shut down 300 low-speed electric vehicle dealerships at one time. 'Limited production, restricted sales, no-go', became the main means for local governments to control low-speed electric vehicles, and this caused low-speed electric vehicles. Worries of the business.
'If you want to stop production and stop selling, it can't be said to be a good result for the OEM or the distributor, and the consumers. The policy should be to block the combination and not be across the board. 'The insider of a low-speed electric vehicle company in China. The reason why the low-speed electric vehicles were reorganized was mainly because of the 'traffic safety problem'. According to statistics from the relevant departments of Shandong Province, the illegal activities of low-speed electric vehicles in Shandong accounted for more than 10% of the total number of traffic violations. Cars related to 4,064 traffic accidents, resulting in 843 deaths, accounting for a quarter of the traffic accident deaths.
Previously, media including CCTV also focused on the low-speed electric vehicles' safety hazards several times. Among them, there are technical problems of low-speed electric vehicles and imperfect factors such as management regulations. The most obvious performance is long-term. Since the low-speed electric vehicles can be unlicensed on the road, there is no road to the road. In fact, low-speed electric vehicles have been struggling to survive in the policy since the advent. However, low-speed electric vehicles do not want to sell in this way in the market, I hope related Standard policies can be issued in time, and support low-speed electric vehicles into formal management.
Surprisingly, however, the unfavorable policy environment has not made the low-speed electric vehicle market depressed, but it has continued to flourish. Statistics show that from 2009 to now, only the number of low-speed electric vehicles produced in Shandong Province has reached 3 million. The low-speed electric vehicles are aimed at consumers in the country's third- and fourth-tier cities and hundreds of millions of people in towns and villages. These models are environmentally friendly and affordable, and can meet the short-distance travel needs of consumers. It can be said that low-speed electric vehicles are developing. The growth is driven by market demand. 'The above-mentioned low-speed electric vehicle companies said.
In fact, the use of low-speed electric vehicles far exceeds the outside world's understanding. This similar small, short-haul, low-speed utility electric vehicle quickly reaches the last mile of logistics in the large and medium-sized market in a few years, sanitation, airport, Public transport connections, public security patrols, municipal projects, and old ages have expanded. Some optimistic people believe that if we follow the example of developed countries, we will set vehicle standards and conditions in accordance with national conditions, and blame local authorities for clearing road rights and management. It may be like the motorcycles of the year, and later the two-wheeled electric vehicles, relying on the power of the market to rapidly develop a large industry with an annual output of millions or even millions of units, a large market, and prospering the local economy and stimulating economic growth. Important role.
With the continuous growth of the production and sales of low-speed electric vehicles, the low-speed electric vehicle industry has grown into a new engine for economic growth in many places. For this reason, relevant departments of the country have already considered standardizing management. Shandong Province has been exploring low-speed electric since 2012. The feasibility path of vehicle standardization management. In 2015, the Ministry of Industry and Information Technology, the Ministry of Development and Reform, the Ministry of Science and Technology, the Ministry of Public Security, and the Ministry of Transport reported to the State Council the “Request for Issues Concerning the Management of Low-Speed Electric Vehicles” and proposed an upgrade. A batch, standardize a batch, and eliminate a batch of 'work ideas, and was approved by the State Council leaders.
Then on October 28, 2016, the National Standards Committee issued the notice of the third batch of national standards revision plan in 2016. Among them, the “four-wheel low-speed electric vehicle technical conditions” project, which has been receiving industry attention and expectation, is among them. This became the legal basis for the future low-speed electric vehicle national standard. In the first half of this year, the Ministry of Industry and Information Technology issued the "2018 New Energy Vehicle Standardization Work Points" once again clearly pointed out that the speeding up of the four-wheel low-speed electric vehicle standard setting work. This shows that in the country It is an irresistible trend to introduce low-speed electric vehicle national standard into the standardization management.
Recently, some sources said: 'The low-speed electric vehicle national standard will be introduced at the end of October, the Ministry of Industry and Information Technology has submitted the latest standard documents, and the Ministry of Communications has passed. 'And the US electric vehicle company Tesla recently focused on the only The two-seat mini electric vehicle has also become a testimony to this segment. However, the rectification of low-speed electric vehicles in Shandong, Henan and other places has once again pushed the low-speed electric vehicle industry into a crisis. In the middle?
Low-speed electric vehicles are eager to 'turn positive'
After ten years of development, the low-speed electric vehicle industry has not been as imagined by the outside world. From the market point of view, the entire industry has already passed the initial stage of mixed fish, the concentration of the industry has further improved, through the role of the market, The entire industry has completed a preliminary upgrade. Most low-speed electric vehicle companies believe that the entire industry needs a common standard, breaking the current development is not in a unified standard. Previously, Shandong and Henan and other leading low-speed electric vehicle companies have jointly developed A standard guide between companies, self-disciplined.
However, at the national level, there is no clear standard for the low-speed electric vehicle industry, and even there is a lot of controversy in its deposit and abolition. Several ministries involved have different opinions, which makes it difficult to introduce a programmatic document. However, the development of low-speed electric vehicles has indeed reached the point where it has to be managed. However, as far as the overall scale is concerned, low-speed electric vehicles currently have a size of more than three million in the country, and there are low-speed electric vehicle consumers all over the country. The management mode and attitude of low-speed electric vehicles are different everywhere.
In fact, there are some local governments that incorporate low-speed electric vehicles into formal management. Vehicles must have special licenses, and drivers are also required to master skills. Low-speed electric vehicle companies are supportive. Some companies are accepting reporters. According to the interview, only when the industry enters the formal management, the development of the industry can enter the real benign development path. Wei Xueqin, chairman of the Shandong Automobile Engineering Society, believes: 'The demand for the micro-electric vehicle consumer market is strong and is becoming a new energy industry development. The main strength. '
Furthermore, under the guidance of the 'three batches' approach, the low-speed electric vehicle industry has achieved many self-upgrading and new changes in the past two years. For example, low-speed electric vehicle companies have begun to use lithium batteries instead of lead-acid batteries, and continue to achieve higher levels. Product technical standards. Some low-speed electric vehicle leading enterprises began to establish four completed production lines, focusing on electric vehicle safety standards and quality control, and the quality level reached the level of high-speed cars. 'The low-speed electric vehicles in 2017 from the previous hundred It has been reduced to more than 20, and the concentration of the industry has exceeded 70%. ' Wei Xueqin said.
Today, low-speed electric vehicles have the preconditions for industrial upgrading and legalization of identity. 'We have the technical conditions for producing high-speed cars. In fact, many high-speed electric vehicles are also manufactured by us, and even they hope to have their own products. Put it in our sales channels to sell. These are enough to show that we have already had the basic conditions for upgrading and standardization from the industry, but the industrial policy has not kept up. 'The above-mentioned high-speed electric vehicle company executives said.
However, until now, the national standard for low-speed electric vehicles is still controversial: Previously, in the first draft of the national standard in April 2016, the low-speed electric vehicle was once defined as a 'four-wheel low-speed electric passenger car', and then in October The second draft is also defined as 'four-wheel low-speed electric vehicle'. This shows whether the low-speed electric vehicle is included in the electric passenger vehicle standard or a new standard is established for it separately. There are differences in the industry.
At present, it seems that the low-speed electric vehicle industry generally believes that it is not feasible to manage low-speed electric vehicles according to the standards of new energy passenger vehicles. Whether it is to incorporate low-speed electric vehicles into motorcycle management standards or to build a new set of four-wheel low-speed electric vehicles, It is time to make a choice. 'As long as there is a law to follow, the entire industry can enter the normal development track, and some illegal enterprises and products will naturally be eliminated. Some security problems in the previous industry will no longer be eliminated. Exist. 'The above-mentioned low-speed electric vehicle company executives said.
The low-speed electric vehicle has not been given the 'identity' in the country. Without the right of road rights, it has grown to the present scale. The industry has exceeded 100 billion yuan, and the market is vigorous. The chairman of the China Electric Vehicle 100-member Association Chen Qingtai It is pointed out that the most difficult bottleneck for electric vehicles to enter the industrialization stage is the export of the market. Opening up the market in time is almost more important than anything else. On the other hand, in the third- and fourth-tier cities with relatively backward economy and the vast number of villages and towns, residents are mobile The desire for chemistry is no less than that of big cities. Low-speed electric vehicles can meet this demand.
In order to improve travel capacity and transportation capacity for more than 20 years, villages and towns are constantly looking for ways to adapt to their economic capabilities and use environment. From hand-held tractors to trailers, to agricultural vehicles, motorcycles, two-wheeled electric vehicles. Almost every upgrade has encountered many doubts, discrimination and opposition. The current low-speed electric car has reached this point. 'Chen Qingtai pointed out earlier.