In 2021, domestic new energy points transactions reached 10.9 billion yuan Tesla and BYD became the "big households" of points

Wen | Gong Mengze

On July 5, the four departments of the Ministry of Industry and Information Technology issued the announcement of the average fuel consumption and new energy vehicle points ("dual points") of Chinese passenger car companies in 2021. The announcement shows that the scale of integration transactions in 2021 has increased significantly. The cumulative transaction amount of new energy vehicle points is 14.1 billion yuan, of which the total transaction volume in 2021 was 10.94 billion yuan, an increase of 322%year -on -year. According to the "Securities Daily" reporter's observation, among 129 passenger car companies, the average fuel consumption points at 2021 exceeded 50%for the first time. The standard rate in 2020 is only about 30%. Specifically, Tesla and BYD New Energy Vehicle points are ranked among the top points, which are "big households" in points; joint venture automakers such as SAIC-GM, FAW-Volkswagen, SAIC-Volkswagen, GAC Honda perform "unqualified", and the average fuel consumption is consumed. The quantity failed to meet the standard. Zhang Xiuyang, Secretary -General of the China Passenger Vehicle Industry Alliance, said in an interview with the Securities Daily that an important purpose of implementing the "double points" is to increase the output of energy -saving vehicles and new energy vehicles, which will be the development of energy conservation and new energy vehicles in my country Energy -saving and emission reduction in areas such as transportation and other fields play a significant role in promoting. In 2021, the two -point car company's compliance rate exceeded half of Tesla and BYD's points exceeded one million "Securities Daily" reporter statistics show that the average fuel consumption of passenger vehicles in 2021 reached 65 companies, 64 companies without the standards, and the compliance rate rate More than 50%. In 2020, the average fuel consumption of 44 passenger car companies reached the standard. More than 93 companies did not meet the standards, and the standard rate was only about 30%. Generally speaking, independent brand car companies are better than joint venture car companies. Among them, SAIC -GM Wuling Automobile Co., Ltd. and Tesla (Shanghai) Co., Ltd. are ranked first in the average fuel consumption standings and new energy vehicle standings respectively; SAIC GM and Dongfeng Automobile Co., Ltd. are ranked average. The fuel consumption standings and new energy vehicle standings are the first. In the 2021 "Double Points" list, companies with strong new energy vehicle products such as BYD, Tesla and others became the "big households". The announcement shows that from the perspective of a single company, Tesla (Shanghai) Co., Ltd. has the highest points of new energy vehicles, reaching 1.4017 million points; BYD's two companies BYD Automotive Industry Co., Ltd. and BYD Automobile Co., Ltd. The total of 1.6556 million. It is worth mentioning that the new forces that focus on new energy vehicles are generally performed well. Except for Weilai Automobile's OEM by JAC Automobile, there are no specific data, the points of Xiaopeng Automobile, Nezha Automobile, Weimar Automobile, ideal car, and zero -running cars are 360,900 points, 208,400 points, 159,300 points, 14.35 14.35 Thousands of 826,000. On the other hand, FAW-Volkswagen, Dongfeng Nissan, Dongfeng Honda, GAC Honda, Changan Ford, SAIC-GM, Beijing Hyundai and other joint venture brands are unqualified. Among them, the average fuel consumption points of SAIC-GM fuel reached -952,500 points, ranking first among joint venture brands. Among the independent brands, Chery and Geely failed to meet the standards. The average fuel consumption points were -76.76 million points and -449,900 points, respectively, with the average amount of negative accumulation of fuel consumption. In addition, imported car companies, which are mainly engaged in high -end luxury cars, are also ranked among large -scale burden. Among them, BMW (China) Automobile Trading Co., Ltd., Mercedes-Benz (China) Auto Sales Co., Ltd., Jaguar Land Rover (China) Investment Co., Ltd., Volkswagen (China) Sales Co., Ltd., Ford Automobile (China) Co., Ltd. The average fuel consumption points are -2.999 million points, -1.56 million points, -122,000 points, -34,900 points, and -213 million points. "FAW-Volkswagen and SAIC-GM ranking at the bottom is mainly due to the small number of new energy vehicles in joint ventures, so the performance of dual points is relatively poor." Cui Dongshu, Secretary-General of the Federation of Federation, believes that in general, the sales of new energy vehicles are high, and the performance of the points will be performance. It's relatively good. The "dual points" policy of exceeding 10.9 billion yuan in points transactions will continue to adjust the so -called "dual points" policy, that is, the "Average fuel consumption of passenger car companies and the parallel management measures of new energy vehicle points". The "Administrative Measures" was released on September 28, 2017. It is essentially a market -oriented mechanism that promotes the coordinated development of energy conservation and new energy vehicles by establishing the integration transaction mechanism. The "dual points" to meet the standard for automobile manufacturers will directly affect the company's high fuel consumption products and the production of high -fuel consumption products. According to the "Administrative Measures", the auto company's assessment has reached a positive points, and the negative points are generated without the standard. However, car companies with unsuccessful fuel consumption points can compensate zero by offset the positive number of new energy vehicles, transfer between related companies, and purchase new energy vehicles. Compared with 2020, in 2021, new energy integration transactions were 10.94 billion yuan, a year -on -year increase of 322%. In 2021, the average fuel consumption exceeded the assessment target of 5.97 liters/100 kilometers, a decrease of more than 15%from 2020; the new energy vehicle points still achieved 55%year -on -year in the assessment ratio. Fall by 25%.

According to the average price of 2088 yuan/serving at the previously announced price of the Ministry of Industry and Information Technology, Tesla and BYD will benefit of 3.457 billion yuan and 2.928 billion yuan, respectively. If SAIC -GM chooses to buy new energy points, it will cost 1.492 billion yuan. The reporter noticed that as my country's new energy vehicles have entered a new stage of rapid development, the dual points policy has also been revised. It is clear that the proportion of new energy vehicle integration ratios from 2021 to 2023 is 14%, 16%, and 18, respectively. %, The new policy will be implemented from January 1, 2021. The Ministry of Industry and Information Technology predicts that considering the initial point transfer in the early stage, it is expected that the supply of positive points in 2022 is relatively abundant. However, with the stricter requirements of subsequent fuel consumption regulations and points assessment, the large -scale trend of vehicles is superimposed, and subsequent points supply and demand may move towards a "tight balance". Recommended reading

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