The road to the automotive industry's policy is gradually clear: clean up the sink, open the two channels

If the two channels can go hand in hand smoothly, then this year's batch -level automotive industry policy will solve not only the demand for short -term emergency rescue, but also for the future technical competitiveness of China's automobile industry.

Author: Liu Xiaolin

Figure: Tuwa Creative

The dense car stimulus policy has achieved immediate results. The latest June sales data released by the China Automobile Industry Association showed that the production and sales of passenger vehicles were 2.239 million and 2.222 million, respectively, an increase of 43.6%and 41.2%year -on -year, respectively, and 31.6%and 36.9%respectively. The conclusions of the association are: the implementation of the tax reduction policy and the implementation of local car consumption policies are obvious. April and May were effectively made up for the loss caused by the epidemic.

According to data released by the State Administration of Taxation, since the implementation of the tax purchase tax policy for half a month, the nation ’s total taxation tax purchase tax purchase tax has been reduced by 7.1 billion yuan, and 1.097 million vehicles are reduced, which has achieved very good results.

In the automotive field, the policy dividend has always been an instant, mainly because China has not yet completed the complete popularity of household cars, and the special status of cars as a large consumer product that is more likely to have as "houses" but far more prone to houses. In addition, automobile consumption consumption The willingness to upgrade has not been fully satisfied. More importantly, this time the discount is quite strong, not to be missed.

However, the purchase tax is only at the end of the year, and the preferential policies of some car companies are only one month. After the tide is retreated, how does the production and sales of the auto market continue?

The answer may be available a week ago. In the "Notice on Several Measures on Expanding Auto Consumption and Expand Auto Consumption" (referred to as "Notice") issued by the 17 departments issued by the Ministry of Commerce and the National Development and Reform Commission, "Accelerating the active used car market" has attracted much attention, especially mentioned in the mention of it, especially mentioned. Two principles: support the scale of large -scale development of second -hand cars, and cancel unreasonable restrictions on the development of used car distribution.

The Ministry of Commerce began to "swords" for used cars, and some people said, "This is the crux of the foundation." In fact, if all the automotive industry stimulus policies since May this year see, we can see that from many aspects such as raw materials, manufacturing, sales, and supporting service facilities, policy support has basically achieved all aspects of the car chain. Essence However, discounts, support, and stimuli cannot be done on the basis of existing consumption models. What is needed is to break the obstacles in the original model and rebuild new consumer channels on the basis of this.

Second -hand car circulation mode is one of this key "obstacle". Behind the high degree of co -workers' "car circulation" policies in the 17 departments, the support of the national policy level has also revealed a clear path: on the one hand, dredging the new and old channels of automobiles to create more convenient and efficient and low cost Second -hand car consumption environment; on the other hand, with policy support such as subsidies and preferential policies to increase the power of buying new cars. At the same time, promoting forward -looking intelligent technology such as intelligent networking to introduce the practice stage as soon as possible.

The above path is designed to open two channels: the channel for consumer upgrade and the technical upgrade channel. If the two channels can go hand in hand smoothly, then this year's batch -level automotive industry policy will solve not only the demand for short -term emergency rescue, but also for the future technical competitiveness of China's automobile industry.

Among them, the above -mentioned "Notice" can be understood as new guiding documents that expand car consumption. As the background of its release, domestic used cars cannot be sold and bleak used car merchants have become the main representation of the difficulty of advancing the car market in the first half of this year. The latest statistics of the China Automobile Circulation Association (referred to as "Circulation Association") show that from January to June this year, the cumulative transaction volume of second-hand cars was 7.5852 million, a year-on-year decrease of 10.07%, a decrease of 849,000 units compared with the same period. According to media reports, consumers have hung old cars on the trading platform for nearly a month but have no car dealers' collection.

Over the past ten years, problems such as restrictions on regional circulation and the lack of commodity attributes in the lack of temporary property rights registration in second -hand car transactions have been in a state of long -term calling and difficult to resolve. Under the influence of the halving of the epidemic and new car purchase tax, these "accumulated disadvantages" have been magnified again, allowing potential used car consumers to decisively give up their willingness to buy.

In fact, my country has entered the upgrade stage of family cars a few years ago. In addition to adding a second new car, the replacement has become the largest demand in the automotive market. In the process of replacement, used cars will play a decisiveness. effect. Data show that Chinese consumers have a high willingness to change cars and have entered the rhythm of "changing a car in three years". According to the data of the Circulation Association, in June, the number of used cars in 3-6 years has the most transaction volume, accounting for 41.5%, an increase of 3.1 percentage points year-on-year; percentage point.

According to statistics from relevant agencies, about 4.9 million old cars across the country need to be updated this year. However, the owner of the owner who replace the needs cannot be sold, and the new car cannot be bought naturally. For the automotive industry that is urgently needed to make up for the losses after the epidemic, this is a "obstruction" that cannot be ignored and necessary to solve.

Shen Yan under the fierce medicine. From this perspective, the emergency rescue operation of this policy for driving the consumption of automobiles objectively solves many diseases that have long -term existence in the field of car circulation. It is good for industry and consumers.

Starting from the reform of the VAT of used cars in May 2020, the unreasonable cleaning of used cars has been urged for two years. In the past two months, it can be described as "after the battle". From the end of May this year, the State Council issued a document to urge various places to fully cancel the second -hand car restriction policy, improve the registered registration of second -hand car market entities, and register for vehicle transaction registration. Executive meeting clear time point: For small non -operating used cars from August 1st, the restrictions on the movement of migration will be fully canceled from October 1st. The joint decision was published by the text. The "broken wall" of used cars was difficult but resolutely realized. With the elimination of transaction obstacles, the important role of used cars in the role of revitalizing car stocks, driving new cars, and promoting car consumption is becoming more and more prominent, and it will directly drive the purchase of new cars.

In addition to the disadvantages of second -hand car circulation, the "Notice" also proposed "clear obstacles" for other links of car consumption. The "Notice" proposes to accelerate the elimination and update of old vehicles, establish a scrapped car recycling commercial chain, increase the open point of parallel imported vehicle ports, break the possibility of reducing the purchase tax of new energy and exemption, increase charging and parking facilities Effective supply, implementation of car events and camp activities, and enrich the types of auto financial services. It can be said that at the level of car consumption and business ecology, 17 departments are fully removing the old cloth.

Of course, when the above -mentioned policy of covering the entire consumption and service chain is implemented, and the effectiveness of the landing effect is uncertain. The key is to execute strength and efficiency.

While stimulating the two links of second -hand cars and new cars, the new technology application links of new energy smart cars seem to be farther -ended, and the waiting time for the technical landing with the acceleration of the top -level architecture is also being implemented. Thoughts and wind direction.

The decision to legalize the driverless cars in Shenzhen can legally on the road, and has been crowned at the height of "historic breakthrough". In fact, since this year, related policies and regulations have been introduced around the issue of intelligent connected cars and data security.

Among them, Beijing, Shanghai, Sichuan, Jiangsu and other cities and regions have successively launched a pilot and demonstration area for self -driving or L4 -level autonomous driving; The construction and release of software and hardware, as well as industry standards, have significantly accelerated the rhythm of various places.

From the perspective of consumption, the rapid landing of intelligent connected technology can attract more young people's interest, which is also conducive to a synchronization upgrade from car purchase to car technology.

The automotive industry is used to drive the real economy and even establish a new sustainable industrial chain, which can not be achieved by short -term preferential subsidy stimuli. In order to make the long -lost market prosperous scenery is not a flash in the flash, Chinese cars must seize the technical highland. The influence of the new energy and intelligence to increase the influence of China's local automobile industry is also the original intention of the "new fourization" of automobiles. In 2022, under the influence of many complex factors, this strategy began to accelerate significantly.

In the joint "Notice" of the 17 departments, the automotive industry defines the automotive industry as "the strategic and pillar industries of the national economy", which is also displayed as the background color of the policy ideas. At present, whether the dual channels for automobile consumption upgrades and technological upgrades can be opened, which determines the durability of this "pillar". Moreover, it can be seen that the policy stimulates radiation is not only the internal cycle of automobile consumption, but the export scale of various types of automobile investment funds and investment projects and local cars is also significantly increased. The "three -driving troiders" in the automotive industry in the thorns against Mercedes -Benz, carrying unprecedented periods.

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