Yongjin Building 丨 New Energy Vehicle, do you buy it?

Zhejiang News Client reporter Hu Jingyi

The new energy vehicle industry may be the best case for my country's "two hands" in recent years.

From the chaos such as "cheating supplement" and "PPT car building" to the orderly and healthy development of the industry, in recent years we have witnessed the transformation of this "air outlet" industry.

This cooperation is still continuing ——

A few days ago, the Ministry of Finance, the State Administration of Taxation, and the Ministry of Industry and Information Technology issued the "Announcement on Continuing New Energy Vehicle Removal Vehicle Purchase Tax Policy". Energy vehicles, exempt from vehicle purchase tax.

Since 2014, this offer has been extended twice. Now add another year, not only facilitating consumers, but also to buy subsidies to terminate and rise in lithium battery raw materials at the end of the year. Essence

Shoot when it's time to take a shot

As soon as the announcement comes out, how much can it save for consumers and enterprises?

Buy new energy vehicles with mainstream brands on the market, and purchase tax reduction and exemption at 10%of taxable vehicles. The purchase price of 200,000 yuan can save about 18,000 yuan.

Originally, this preferential policy will expire at the end of the year, and the purchase subsidy of new energy vehicles will also be resolved simultaneously. The cost of lithium batteries such as lithium batteries will increase. The actual price of new energy vehicles in 2023 may increase significantly.

Before the continuous investment in technology research and development and the supporting facilities have not yet been improved, if the new energy vehicle has lost its price advantage, it will be difficult to compete with oil vehicles on the same stage.

Continuing the purchase tax exemption policy can effectively buffer the actual price rise, and strive for another year for enterprises to reduce costs and increase efficiency. It is undoubtedly a good policy.

Looking back at the history of the development of the new energy vehicle industry, policy support is an inseparable "ladder".

For emerging industries, high costs and technical instability are the shortcomings of entering the market; and if they do not experience market -based mass production, it is difficult to achieve cost reduction and technological upgrade. This requires a subsidy policy to break the deadlock.

From the perspective of Yong Jinjun, when new energy vehicles were just emerging, the policy seemed to be the main force of promoting development.

In the consumer terminal, since 2010, my country has implemented a pilot pilot to purchase new energy vehicle subsidies. Since then, it has been opened across the country. Get double subsidies to hundreds of thousands of yuan, greatly stimulating consumer demand.

In the production process, governments at all levels have invested "real gold and silver" in the research and development projects of new energy vehicles, production enterprises, and charging supporting facilities. At the same time, they are equipped with priority policies such as licenses and road rights Industrialization and domesticization.

With strong support, from the end of 2012 to the end of August this year, my country's new energy vehicle ownership increased from 20,000 to 10.99 million.

It can be said that policy support has achieved the rapid development of my country's new energy vehicle industry. In the early stage, the fund advantage brought by subsidies promoted the rapid expansion of the new energy vehicle market; subsequently, the subsidy policy gradually declined to motivate enterprises to accelerate innovation research and development.

Market time

However, as the development of the industry has matured, the role of market and policies is also changing. The former has become the main force, while the latter has assisted.

Let's see what the new energy "new forces" are doing:

Recently, Xiaopeng Automobile released the flagship model Xiaopeng G9. The new model will be equipped with 800V ultra -fast charge technology, and it will launch the first full scene auxiliary driving system through software and hardware improvement and algorithm iteration.

In August, the ideal car started construction of power semiconductor research and development and production bases, and deployed the independent industrial chain of the next -generation high -voltage power -driven technology. The silicon carbide power module for ultra -fast and pure trains was expected to be produced in 2024.

Weilai has been switched to NT2 platform production since last year, which can achieve L4 -level autonomous driving capabilities, long battery life in large battery packs, and continuing to develop new NT3 platforms.

In the final analysis, it is innovation, innovation and innovation for market pain points.

The new forces have competed on battery life, smart cockpit and autonomous driving tracks. The life cycle of a single model has been shortened from more than 5 years of traditional fuel vehicles to about 2 years.

Of course, the chaos of new energy vehicles when the start of new energy vehicles is always the footnote of this industry, but when I look back, seeing the development of the current industry, Yong Jinjun believes that this contrast is just reminding us that the market is to be handed over to pay. To solve the market, the development of any industry must be given to the market time.

In the market, policy -driven can indeed accelerate the progress of development, but the company that laughed at the last company was by no means a company that enjoys the most policy blessing, but a company that "learned" in fierce competition.

They reduce costs with the industry that is faster than the industry average, and the reduction in the reduction of other companies and the dividend of the policy. In the process, the policy is just icing on the cake, and after leaving policy support, they can also live well.

These take time. In the first half of this year, BYD surpassed Tesla to become a global new energy sales champion, and it followed this logic behind.

As one of the few companies with the advantages of the entire industry chain, BYD has focused on the development of blade -type iron phosphate batteries and deep -cultivated car regulatory chips. Independent innovation capabilities are becoming the core driving force and competitive advantage of enterprise development.

Similarly, there is also the photovoltaic industry, which is one step earlier than new energy vehicles from the support policy.Since last year, the newly recorded centralized photovoltaic power stations and industrial and commercial distributed photovoltaic projects have canceled the central financial subsidy and implemented an open -price Internet access.Yong Jinjun is not the power of denying policies, and it does have a wonderful effect at a critical moment.Just like new energy vehicles, if there is no initial "drumming", it is difficult to say whether this industry can become a "overtaking" in China.

The development path of new energy vehicles will be of great benefit to the cultivation of emerging industries in my country in the future.Only when the government and the market "two hands" form a joint force and cooperate with the trend of the sand, and accumulate the industry's technology and talents, can we give birth to more international competitive companies.

- END -