The "Decision of the State Council on Accelerating the Cultivation and Development of Strategic Emerging Industries" listed new energy vehicles as one of the seven major industries under development at the current stage, and proposed to increase support for fiscal and taxation policies. Some analysts believe that the "Decision" strengthens the strategic importance of new energy vehicles. The large-scale industrialization of new energy vehicles will begin in 2010. With the country's strong support, bottlenecks such as capital, technology, and marketing will hopefully be obtained. Quick resolution, specific support policies will be introduced intensively.
Industrialization curtain will be opened
Under the background of the dependence of energy on foreign countries exceeding 50% and the development of a low-carbon economy, the development of new energy vehicles is a general trend. Due to the relatively small gap between China's pure electric vehicle technology and foreign countries and its certain resource advantages, new energy vehicles have been given the historic mission of leading China's auto manufacturing industry to surpass the developed countries and realize “turning overtakingâ€.
According to Li Yuan, an analyst at Guodu Securities, China's development of new energy vehicles has advantages in terms of resources, technology accumulation, consumer recognition, and infrastructure transition costs. From the general support to pilot subsidy, the country started with public services such as buses and taxis. This year, it also subsidized private purchases of new energy vehicles, completely opening the gate for private consumption, and demonstrating the true significance of industrialization of new energy vehicles. s begin. Upstream of the industrial chain, the core components of power batteries, motors, and electronic controls, as well as the downstream charging facilities, are rich in investment opportunities.
However, it is undeniable that, subject to cost factors, market factors, and supporting facilities, mass production cannot be achieved at present. According to Yang Zifa, chief designer of Hafei Automobile R&D Center, the maximum subsidy for purchasing pure electric vehicles is 60,000 yuan per unit. For electric cars, it is equivalent to half of the battery money, and it is difficult for ordinary people to afford it. In addition, there are differences between new energy vehicles and traditional cars, and the cost of repairs and maintenance at a later stage also deters buyers.
In addition to cost factors, there are still difficulties in the development of new energy vehicles such as capital, technology and marketing. Li Qingwen, editor-in-chief of China Automotive News, believes that investment in research and development alone cannot meet the needs of technological progress. In addition, the standardization system for electric vehicle charging stations has become an urgent issue for the promotion of electric vehicles, and the market segmentation also needs to be broken. All these issues need to be considered at the national level.
Support policies are expected to be introduced one after another
Analysts believe that the "Decision" has provided guidance from the aspects of strengthening scientific and technological research and development, actively nurturing the market, deepening international cooperation, and increasing financial and taxation financial support, and has basically succeeded in the development of new energy vehicles.
However, Li Yuan pointed out that the world's major automobile consumption and producing countries are all formulating policies that encourage the development of new energy vehicles. These policies mainly involve consumer-level tax cuts, purchase subsidies, government procurement, and government grants and preferential loans at the R&D level. Most automobile production and marketing countries have also formulated long- and short-term plans for new energy vehicles. The "Decision" is aimed at the seven major industries. It is somewhat general. The policies for supporting the development of new energy vehicles also need to be more detailed.
Xu Changming, director of the Information Resource Development Department of the National Information Center, said that the "decision" shows that relevant policy preparations have been formed and relevant rules will be issued one after another. From now on, the release of policies to support new energy vehicles will enter a intensive period.
At the recent "2010 China Automotive Industry Development International Forum" held by the Ministry of Science and Technology, Wan Gang pointed out that the draft "12th Five-Year Plan" for electric vehicles has been drafted. Wu Haijun, Director of the Department of Economic Development of the Ministry of Finance, said at the forum that the next step is to adhere to the development strategy of both energy-saving cars and new energy vehicles, and support the development of energy-saving and new energy vehicles through fiscal and taxation measures.
Just as a veteran of the automobile industry put it, the better the government’s platform is, the more exciting the new energy car can be.