Double points promote the growth of new energy vehicles production and sales

Recently, the Ministry of Industry and Information Technology issued the "Annual Report of the Implementation of the Implementation of the Passing Points Points on New Energy Vehicle Points (2022)". The "Report" shows that in 2021, the actual value of the average fuel consumption of the passenger car industry (WLTC) was 5.10 liters/100 kilometers, and the equivalent transformation decreased by more than 15%year -on -year, and the annual annual 5.98 liters/100 kilometers target was completed.

In order to establish a coordinated development mechanism for energy conservation and new energy vehicles, in 2017, the Ministry of Industry and Information Technology, and the Ministry of Finance and other five departments jointly released the "Administrative Measures for Passing Points Points for Passenger Vehicle Enterprises and Points for New Energy Vehicle Points" (hereinafter referred to as "Points Measures"), corresponding to the establishment of two points: "fuel consumption" and "new energy". Essence

The implementation of the "Points Measures" has greatly promoted the technological progress of energy -saving vehicles and the industrialization of new energy vehicle industrialization, especially under the influence of adverse factors such as subsidy retreat and epidemic impact. Energy vehicle production and sales have grown rapidly, providing strong support for the steady growth of the industry and high -quality development. "Ye Shengji, chief engineer and deputy secretary -general of the China Automobile Industry Association, told reporters that" Points Measures "accelerates new energy vehicles from industrialization to large -scale development. And gradually transition to the market. In 2021, the output of new energy passenger cars reached 3.09 million, an increase of 8.4 times from 2016. The scale of production and sales ranked first in the world for 7 consecutive years, accounting for 50%of the global market share.

In addition, the "Points Measures" is designed through the new energy integral index system, which associates the power consumption, continuous mileage, and power battery system energy density such as power battery systems, and promote the steadily improvement of the level of new energy technology. The "Report" shows that in 2021, the average power consumption of pure motorcycles was 12.24 kWh/100 kilometers, a decrease of 22%compared to 2016, and the average continued mileage was about 395 kilometers, an increase of 93%from 2016, and the continued mileage exceeded more than more than exceeded the mileage exceeding 2016. The output of 500 kilometers of models accounted for about 30%, an increase of nearly 16 percentage points year -on -year; power battery technology reached the world's advanced level. In 2021, the energy density of power batteries was 130%compared with 2012, and the price dropped by 80%.

Thanks to the growth of the production and sales of new energy vehicles exceeding expectations, the number of points in the passenger car industry in 2021 has improved significantly. In 2021, the average fuel consumption was 15.9338 million points, the negative points were 4.8158 million, and the positive points of new energy vehicles were 6.7774 million points, and the negative points were 733,100. The "Report" believes that judging from the residual residue in the past years, it is expected that in 2022 points transactions, the market positive points supply is sufficient. However, with factors such as fuel consumption standards and regulations and points assessment requirements have been tightened year by year, and the reduction of traditional car fuel consumption and other factors, some companies will still face greater pressure on standards in the future. At the same time, affected by multiple factors such as the epidemic, upstream raw materials price increases, and subsidies, the development of the automotive industry has certain uncertainty, and the subsequent annual supply and demand situation may change.

From the point of view of points trading, a total of 4 transactions have been completed since the start of 2018. The market activity and corporate transaction enthusiasm have been steadily improved, and the compliance of points has been significantly improved. In 2021, the new energy points transaction was 5.24 million, an increase of 144%year -on -year, and the total transaction volume reached 10.94 billion yuan, an increase of 322%year -on -year, and the total historical total accounted for more than 77%.

"Affected by the tightening of the point market supply, the price of new energy vehicle points transaction orders in 2021 opened the price as a whole, with an average unit price of 2088 yuan/minute, an increase of 73%year -on -year." Ye Shengji believes that the current price of orders fluctuates large, and double points are on dual points. The implementation of the policy has a certain impact. He suggested that supporting the establishment of points pools, building an effective management and control transaction mechanism, and keeping the transaction price balanced in a reasonable range.

At this stage, the internal and external environment facing the development of my country's automobile industry is undergoing profound changes. In order to better adapt to the needs of the new situation, the Ministry of Industry and Information Technology has jointly launched the revision of the "Points Measures" to start the next stage of the next stage of the "Points Measures" in conjunction with the Ministry of Finance, the Ministry of Commerce, the General Administration of Customs, and the General Administration of Market Supervision. , Explore the establishment of flexible measures around management needs, and adjust the relevant requirements of points management appropriately.

"We are actively cooperating with the problems encountered in the implementation of the Ministry of Industry and Information Technology, analyze the data and information, and make a good research for the revision and improvement of the follow -up related indicators and accounting methods, and promote the policy more reasonable and scientific." In Ye Shengji, the policy amendment is from from the view of Ye Shengji. Multiple dimensions listen to industry opinions, including listening to the voice of positive points and negative points, and strive to start from the actual development of the industry, and promote the improvement and implementation of the dual points policy with the times.

Ye Shengji believes that policy amendments and assessment indicators are determined to be released in advance, leaving full time for enterprises to prepare for the autonomy and expected of enterprise points to meet the standards. At the same time, continuously innovate the development of policies and make a forward -looking layout. "In the future, the dual points policy will be combined with the implementation of the" double carbon 'target with the carbon points policy to form a complete carbon reduction and emission reduction policy, further promoting the automotive industry Green and low -carbon development. "

Source: Economic Daily

Edit: Fan Zhirui Gaorui

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