The hottest new energy market will face great chan

On June 6, 2018, the Ministry of industry and information technology released the Sixth Batch of catalogue of recommended models for the promotion and application of new energy vehicles, including 109 pure electric vehicle enterprises and 8 plug-in hybrid vehicle enterprises, and said that it would abolish the catalogue of recommended models for the promotion and application of new energy vehicles before the fifth batch of catalogue in 2018 from June 12. In the previously released fifth batch catalogue of 2018, 16 batches of vehicles that meet the requirements of the new subsidy included in the fourth batch catalogue from 2017 to this year have been reorganized, which is also the vehicle enterprises and models listed in the list of the new catalogue after the abolition of the old catalogue

as early as February 26, 2018, the Ministry of finance, the Ministry of industry and information technology, the Ministry of science and technology, and the national development and Reform Commission jointly issued the notice on adjusting and improving the financial subsidy policy for the promotion and application of new energy vehicles, including new subsidy standards and schemes for new energy passenger vehicles, and said that they would be officially implemented on June 12

obviously, the advance release of the new subsidy is just paving the way for the new catalogue. The subsidy for pure electric vehicles with a range of less than 150km will be cancelled, the subsidy for models with a range of less than 300km will be reduced to varying degrees, and the subsidy for models with a range of more than 300km will be increased

minicars will suffer from the impact of reduced subsidies

the slogan that minicars that have been driven since the beginning of the year will encounter cold winter has obviously reached a real test period. After the new subsidy regulations were put into use on June 12, the subsidy will decline for the models that used to have price advantages but have shortcomings in the range. Among them, BAIC EC series, Zhidou, JAC IEV and Chery EQ are the main models. Most of these models with high sales have a range of less than 250km. Although most car companies have made certain improvements to the endurance capacity of their models this year, it is obvious that the endurance of mini cars has cast iron manhole covers cj/t 3012 (9) 3, which is technically limited, and the decline in subsidies has become an inevitable trend

mini cars that have lost the subsidy advantage will no longer have the huge advantage of selling for less than 50000 yuan after the subsidy. Although they still have a price advantage compared with B-class cars and small SUVs, it is believed that more consumers will be willing to add money to enter higher endurance models with longer mileage and greater subsidies. It is obvious that the sales of BAIC bjev, JAC bjev and other auto companies with micro cars as the main source of sales will be affected to varying degrees from June

production qualification requirements re draft qualification approval or reopen

on May 17, the national development and Reform Commission issued the regulations on investment management in the automotive industry (Exposure Draft) and completed the consultation on May 25. It is planned to reopen the approval of new energy production qualification, and the approval process becomes more rigorous on the original basis. In order to avoid cheating car companies and new energy car companies that follow the trend of investment, the shareholders of new pure electric vehicle projects are required to prohibit capital withdrawal before the production capacity does not meet the standard. At the same time, car companies are required to have production capacity and intellectual property rights for vehicle control systems, power batteries and motors, so as to ensure that enterprises have the strength to produce new energy vehicles

in 2010, the world's medical device industry was composed of 27000 medical device companies, and the new pure electric vehicle enterprises need to have the ability of product design, assembly and testing, as well as the ability of forming, coating and final assembly. At the same time, the scale of the new pure electric passenger vehicle project needs to exceed that of China's electrolytic aluminum production in 2015, with a year-on-year increase of 10.6% to about 31.11 million tons and 100000 vehicles. There is a perfect sales and after-sales system to provide guarantee for product quality

from March 2016 to June 2017, a total of 15 enterprises obtained the production qualification of new pure electric passenger vehicles. It is understood that since June 2017, more than 200 enterprises have been waiting for qualification approval. It is not difficult to see from the newly issued regulations on the investment management of the automotive industry (Exposure Draft), that the production qualification frozen for one year has shown signs of loosening. In the new regulations on the investment management of the automotive industry, there are strict controls on the investors, investment locations, product R & D capabilities, and production scale of pure electric vehicle enterprises. For many new forces who want to obtain production qualifications, intellectual property rights with vehicle production capacity and core technology have obviously become the first barrier; The increase in the requirements for the scale of mass production also makes the car enterprises with difficulties in "mass production" have to face the problem directly, and put an end to the recurrence of "ppt car making", which is of great help to improve the overall level of the new forces of car making

in 2018, many traditional car companies began to launch attacks on the new energy market. Car companies that entered the new energy market earlier also began to deploy high endurance products to speed up the progress of product layout, and the new forces of car making that dominate the Internet also began to announce the launch and delivery of products. In addition to the recent reduction of import tariffs of foreign-funded auto enterprises, the opening-up of foreign-funded auto enterprises to establish new energy plants in China has welcomed the covetous eyes of Tesla and other new energy giants. Obviously, the new energy market is about to enter a "scuffle period". It is worth looking forward to who can become a prominent new energy vehicle enterprise