Shulou(Shulou.com)11/24 Report--

"in less than a month, the subsidy for new energy vehicles will be cancelled. in view of the rising oil prices and the cheap and environmentally friendly electricity consumption of new energy vehicles, I want to buy one at the 4S store before the end of the policy benefits." That's what one consumer said.

For consumers, Tuyuan Pixabay can enjoy subsidies ranging from 4800 yuan to 12600 yuan for bicycles to buy new energy vehicles (including pure electricity, plug-in hybrid and extended range) before December 31. However, if you buy new energy vehicles in 2023, you will no longer enjoy "state subsidy".

"there are more car owners hoping to catch the last bus, with November trading volume even higher than 'Golden Nine Silver 10'. According to the law of policy decline in the past, car companies and consumers all hope to seize the final policy dividend period, and sales in December are expected to reach a new high." A new energy vehicle sales introduction.

Price increases next year are inevitable, and a number of companies have launched time-limited price insurance in response to the final window of the withdrawal of "state subsidy". A number of new energy car companies have introduced a series of measures such as lock-up subsidies, price increase reminders, time-limited price insurance and other measures to encourage consumers to buy cars before the end of the year.

AITO issued a notice saying that an additional 10,000 "state subsidy" protection places will be added. If the listing is not completed before the end of the "state subsidy" on December 31 due to the question, the question will subsidize the price difference according to the relevant standards. Xiaopeng issued a description of the limited time guarantee of the "national subsidy" in 2022, saying that the order for the deposit was completed before 24:00 on December 31, and the subsidy difference caused by the licensing time was borne by Xiaopeng. Geely Automobile Group said in a statement that the order for deposit payment by December 31 will be entitled to the 2022 national new energy subsidy, covering Geometry, Geely and Lecker. Geely's polar krypton car also announced that if the delivery of the WE version is not completed within 2022 due to polar krypton, polar krypton will provide users with differential subsidies in accordance with the 2022 new energy "state subsidy" policy. Euler Motors, a unit of Great Wall Motor, also announced a time-limited price guarantee policy, promising that Euler Motors will bear the subsidy difference caused by the extended vehicle delivery period for users who order and pay the deposit before December 31. As the subsidy node of new energy vehicles is based on the time of registration of the car owner, and the time from the payment of the deposit to the license is uncertain, the price policy can allay customers' worries about "not being able to catch up with the subsidy".

In addition to playing the "insurance card", car companies are also attracting consumers to buy cars through replacement subsidies and other ways. Polar Fox, FAW Toyota, BYD, GAC Co-Chuang, Roewe and many other car companies have given their models replacement subsidy policy. People related to the polar fox brand said that the replacement subsidy for its models can be up to 20,000 yuan, and car purchase points will be given for different models.

Tesla launched a preferential promotion policy: consumers who buy an existing car in December and pick it up on schedule can enjoy an insurance subsidy of 4000 yuan.

On the other hand, BYD fired the "first shot" of the price increase of new energy vehicles, announcing adjustments to the official guidance prices of its dynasty, ocean and booming new energy models, ranging from 2000 to 6,000 yuan. Customers who sign up with a deposit before January 1, 2023 will not be affected by this price adjustment. For the reasons for this round of price increases, BYD said that one is affected by the decline of subsidies for new energy vehicles next year, and the other is the rise in the price of battery raw materials.

"the announcement of next year's price increase more than a month in advance is conducive to the further accumulation of orders less than two months before the end of the year." Yan Jinghui, a member of the expert committee of the China Automobile Circulation Association, said that while BYD announced the price insurance, the price increase announced in advance also clearly released the message of rising car purchase costs next year, allowing wait-and-see consumers to buy cars as soon as possible.

Although at present, Changan Deep Blue, Xiaopeng, Weilai, AITO, Geely, Polar Krypton and other car companies have not announced plans to increase prices, only issued the corresponding extension policy. However, with the cancellation of the "state subsidy", the subsequent price adjustment should also be inevitable. After the subsidy is abolished, the increase in consumer spending on new energy vehicles is basically a foregone conclusion, and many consumers intend to buy a new energy vehicle before the end of the subsidy policy.

The financial subsidy has lasted for more than ten years and has played a huge role in promoting the development of the industry. China's financial subsidy for new energy vehicles has lasted for more than a decade, which has played a huge role in promoting the development of the new energy vehicle industry.

In 2009, China launched a pilot demonstration of energy-efficient and new energy vehicles, which took the lead in promoting public services in 13 cities and expanded to 25 cities in June 2010. at the same time, six cities were selected to carry out pilot subsidies for private purchase of new energy vehicles, thus opening the "national subsidy" gift package for new energy vehicles.

After 2016, the subsidy standard for new energy vehicles began to decline gradually, that is, the amount of subsidy decreased year by year, and the standard of subsidized vehicles increased year by year. According to the original plan, the "national subsidy" should withdraw completely by the end of 2020, but in order to promote the development of new energy vehicles, in April 2020, the notice on improving the Financial subsidy Policy for the Promotion and Application of New Energy vehicles jointly issued by the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and the Development and Reform Commission proposed to extend the implementation period of the financial subsidy policy for the promotion and application of new energy vehicles to the end of 2022. Vehicles licensed after December 31, 2022 will no longer be subsidized.

According to the China Association of Automobile Manufacturers, from January to October this year, China's production and sales of new energy vehicles reached 548.5 million and 5.28 million respectively, an increase of 111.4% and 105.4% respectively over the same period last year.

Since December 1, Weilai, ideal, Xiaopeng, Nezha, GAC Eian, Zero, Cyrus and other car companies have released November sales reports, and the delivery volume of a number of car companies has reached a new high. GAC Ian sold 28765 vehicles, an increase of 91% over the same period last year, with cumulative sales of 241149 vehicles from January to November, an increase of 128% over the same period last year, achieving the goal of doubling sales for the whole year ahead of schedule. Nashi delivered 15072 cars in November, an increase of 51% over the same period last year. From January to November this year, Nashi delivered a total of 144300 vehicles, an increase of 142% over the same period last year. Ideal car set a monthly delivery record in November, delivering 15034 vehicles, an increase of 49.56% month-on-month and 11.5% year-on-year. From January to November this year, a total of 112000 vehicles were delivered. Ulai set a new high for monthly delivery, with 14178 vehicles delivered, an increase of 30.3% over the same period last year and 40.9% month-on-month growth. From January to November this year, Xilai delivered a total of 106700 vehicles, with annual delivery exceeding 100000 for the first time, an increase of 31.8% over the same period last year. One of the factors contributing to the record sales is the impending withdrawal of subsidies for new energy vehicles.

New energy vehicles have a strong consumer demand, coupled with the improvement of consumer awareness of new energy vehicles and the continuous improvement of infrastructure construction in the past two years, more and more people are willing to understand and buy new energy vehicles, which is also one of the reasons for the continuous growth of new energy vehicle sales.

The market will enter the survival of the fittest. Yan Jinghui believes that the sales of more than 5 million new energy vehicles in the first 10 months of this year prove that the domestic new energy vehicle market is on the right track. Although the prices of some models will rise next year, the volume of this year will not have a serious impact on next year's sales. "however, the withdrawal of 'national subsidy' may have an impact on sales at the beginning of next year, and most of the consumers who buy cars at the end of this year are about to expire their purchase targets or have plans to buy cars in the first half of next year, so the demand of these consumers is released in advance."

Ping an Securities pointed out in the research report that the withdrawal of subsidies for new energy vehicles is expected to cause a certain overdraft on the demand for new energy vehicles in the first quarter of 2023, but the tax relief policy for the purchase of new energy vehicles in 2024 will go downhill. It is expected to provide some support for new energy vehicle sales in the fourth quarter of 2023.

Compared with the previous two years, the domestic new energy vehicle market has been more mature. At the same time of the withdrawal of subsidies, coupled with factors such as gradually complete charging facilities, low cost of new energy vehicles, products in line with market demand, mature consumer market and other factors are making the new energy vehicle market develop rapidly. although affected by the rising price of raw materials and tight supply chain, the sales of new energy vehicles have been on an upward trend this year.

According to the data disclosed by the Federation of passengers, the state has issued a total of 127.5 billion yuan in subsidies for new energy vehicles from 2017 to 2021, and 4 million vehicles have been confirmed to have been subsidized, while the proportion of new energy vehicles that do not rely on subsidies has increased year by year, and the proportion has exceeded 50 per cent in 2021.

The withdrawal of subsidies means that new energy vehicles are gradually becoming mature, no longer rely on the promotion of subsidy policies, and gradually shift from policy-driven to market-driven. New energy vehicles are about to break away from the policy umbrella and compete head-on with the traditional fuel vehicles in the mainstream of the market.

Domestic consumers have formed the consumption habit of new energy vehicles. After the "national subsidy", which has been promoted for 13 years, stops at the end of this year, new energy vehicle enterprises will enter the stage of survival of the fittest.

Looking forward to the future, with the cessation of subsidies and increasing R & D investment, profitable enterprises will have more market competitiveness in the next stage. Car companies can only rely on their own product definition capabilities, stable supply chain capabilities to achieve rapid growth of new energy vehicle sales, and dilute costs by relying on economies of scale; only by strengthening the voice of the upstream and downstream of the supply chain, reducing costs and increasing efficiency, can we achieve higher profit flexibility and win more market recognition.

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