High-level "Naming" New Energy Vehicle Planning Fine-tuning

The development path of new energy vehicles in China is gradually emerging.

As early as October 13, 2010, as the programmatic document for the development of new energy vehicles, the “Energy Conservation and New Energy Vehicle Industry Planning (2011-2020)” (hereinafter referred to as the “Automobile Industry Planning”) draft for public comment was first announced to the public. There was news that the plan will be formally promulgated at the end of 2010.

However, in the ensuing months, despite several social public opinions and opinions from ministries and commissions, the "automobile industry plan" has not yet been finalized.

According to industry sources, during this period, the "Automotive Industry Planning" has been reported to the State Council for many times, but they have all been revisited and modified. This has also given the industry a joke about "three things going three times."

In July 2011, Qiushi magazine published an important excerpt of Premier Wen Jiabao's speech at the 8th National Conference of China Association for Science and Technology at the end of May.

In view of the policy repercussions and current chaos of domestic new energy vehicle industry planning, Premier Wen pointed out that “the development direction and ultimate goal of China’s new energy vehicles are not very clear. Hybrid power has some technological progress, but it is technically more advanced than developed countries. The gap is wide; the development of electric vehicles has just started, and the overall technological stage is still being explored and followed, and major equipment and materials are imported.” What are the next issues to be solved for the development of new energy vehicles? Including technical route issues, key core technical issues, investment issues, and policy support issues, the Prime Minister’s request “must be clear and clear as soon as possible”.

In fact, the Ministry of Industry and Information Technology had submitted the revised version of the “Automobile Industry Plan” to the State Council in June. Therefore, it was pointed out that the Prime Minister was planning on the latest version of “namely criticism”. The industry questioned whether the latest version of "Automobile Industry Planning" could be approved by the State Council.

However, some people close to the State Council and the Ministry of Industry and Information Technology disclosed to the reporter of the "Financial National Weekly" that the latest version of the "Automobile Industry Planning" is expected to be formally approved and announced to the public by the end of August and early September of this year.

Partial fine-tuning "In March this year, the Ministry of Industry and Information Technology had submitted a planning proposal to the State Council and was soon returned. It was said that in April the secretary group of the Prime Minister began drafting the speech of the Prime Minister at the National Association for Science and Technology, and the Prime Minister was in May. The association released that speech (ie, the aforementioned Premier Wen Jiabao’s speech in “Seeking Truth”), and we believe that before the Prime Minister issued that speech, he must not have seen the new version of “Automobile Industry Planning” resubmitted by the Ministry of Industry and Information in June. Do not think that the Prime Minister's speech is critical of the new version of the "automobile industry planning" retreat." A senior expert in the national 863 plan energy-saving and new energy vehicle major project team told the "Financial National Weekly" reporter.

A senior new energy expert who participated in the drafting of the "Automotive Industry Planning" and the latest details submitted by the Ministry of Industry and Information Technology disclosed to the "National Financial Weekly" reporter that the Ministry of Industry and Information Technology had reported the State Council's "Automobile Industry Planning" and announced it on October 13 last year. Compared with the consultation draft, many adjustments are just “moving bricks”, that is, moving the content and wording around to make the planning scheme more reasonable. "The policy line is based on market behavior, and the general direction will not be easily adjusted," the expert said.

"We believe that the development of pure electric vehicles is the ultimate direction and a complete concept. Plug-in hybrid power is a pragmatic transition plan." Ye Shengji of the China Association of Automobile Manufacturers pointed out in a phone interview with a reporter from the "Financial National Weekly" that "therefore, it was finally introduced. "Automobile Industry Planning", those parts of the new energy vehicles that involve the overall goals, routes, tasks, and patterns, will not have amazing adjustments."

Even so, some of the goals and paths of the new version of "Automobile Industry Planning" have been fine-tuned.

“There are still some adjustments in the number of new energy vehicle market development targets for the industry, as well as the central government subsidies and policy support.” A senior expert from the China Automotive Engineering Society pointed out to the “Financial National Weekly” reporter. The report was submitted to the State Council for the latest version of "Automobile Industry Planning" and "Draft for Comment". "There are at least four adjustments."

The so-called digital setting of the development target refers to the original plan that was proposed. By 2020, the cumulative production and sales volume of new energy vehicles will reach 5 million. The medium/heavy hybrid passenger vehicle accounts for 50% of the annual sales of passenger vehicles. Above, the scale of energy-saving and new energy automobile industry ranks among the top in the world.

“These figures are generally considered too aggressive and unrealistic by the industry. After the plan is formally introduced, perhaps these figures will be adjusted again.” The above-mentioned automotive engineering society said, “At the same time, the original “Automobile Industry Planning” was The number of pilot demonstration cities for energy-saving and new energy vehicles may also be adjusted."

In addition to the above digital adjustments, in the charging system of electric vehicles, the relevant details have also changed due to the fact that the State Grid has actively participated in the construction of charging facilities. In the original consultation draft, only the charging system based on decentralized slow charging of individuals and public parking spaces was advocated. After the introduction of the new version of the plan, the grid companies may be involved and the construction of the charging system will be diversified.

In terms of financial subsidies, the original Ministry of Finance had planned to introduce RMB 100 billion in financial subsidies to support new energy vehicles. Now this voice has basically disappeared.

"As for the financial subsidies and support, what kind of approach and quota will eventually be used to support it? Ultimately, only the State Council will have the final say." The said person from the Automotive Engineering Society said.

According to the written materials held by the reporter of “Financial State Weekly”, in the draft for soliciting opinions, in order to ensure the realization of the overall strategic goals of the new energy in the next decade, the plan has been refined from various aspects such as finance, taxation, and government procurement.

In the original consultation draft, with central financial support, from 2011 to 2020, the central government allocated special funds to focus on supporting key technologies for energy-saving and new energy vehicles research and development and technological transformation. From 2011 to 2015, the central government allocated special funds to support the demonstration and promotion of new energy vehicles and the promotion of energy-saving vehicles with a focus on hybrid vehicles. The proportion of financial subsidies for privately-owned purchases of new energy vehicles must not be lower than that of central financial funds. 50%.

In terms of taxation, from 2011 to 2020, the purchase of pure electric vehicles and plug-in hybrid vehicles will be exempt from vehicle purchase tax. From 2011 to 2015, vehicle purchase tax, consumption tax, and vehicle and vessel tax will be halved for medium and severe hybrid vehicles. From 2011 to 2020, the value-added tax rate for sales of new energy vehicles and key components of enterprises was adjusted to 13%. When calculating the taxable income amount, new energy and its key parts and components enterprises may deduct 100% of the research and development expenses.

"If the "automotive industry planning" is finally announced in late August and early September, then this part may be the most frequently reported part of the State Council's latest version," said the automotive engineering society.

Industry chaos or will change the "automotive industry planning", such as the final approval, will provide policy support for the correction of new energy vehicles development chaos.

“Ten years ago, people in the industry were flaky in the so-called new energy technologies and we were at the same starting line with the world’s most advanced level. In the future, we could achieve a curve overtaking. Facts have proved that in the past ten years, we have stuck to the technical bottlenecks and industrial chaos, and have done practical things. (Enterprises) are not resource-lean, "Fudge" (businesses) are on the right and left, which makes us in the field of new energy, the key technology level not only has obvious technological gaps with foreign giants, even in the field of batteries, motors, electronic control almost comprehensive In a backward and follow-up state,” said Dr. Song Jian, executive vice president of the Automotive Engineering Development Institute of Tsinghua University, in an interview with the media.

Zhong Shi, an expert in the industry, pointed out that “the chaotic nature of the domestic new energy automobile industry is due to the profit-oriented nature of some (unscrupulous) companies under the market economy system, which has resulted in a policy with a good original intention that was favored by speculators. ."

An industry-wide voice believes that if the "automotive industry planning" can be introduced in late August and early September, and specifically targeted at the long-term retreat in the area of ​​new energy vehicles, it will be very helpful to change the industry chaos.

The above-mentioned person from the China Automobile Engineering Society pointed out that as the most important national ministry leading the auto industry, the Ministry of Industry and Information Technology has once faced with other ministries and commissions when it exercises the three powers of “industrial planning, policy drafting, and standard setting” in the field of new energy vehicles. It is difficult to coordinate the technical route. "Now once its ("Ministry of Industry and Information Technology")-led "Automotive Industry Planning" is finally approved, the attitude of the ministries and commissions on the new energy vehicle technology line will be resolved, and the dust will be settled as soon as possible. This is also conducive to the future health of China's new energy vehicles. development of."

At the beginning of August, after repeated demonstrations by various departments such as the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the National Development and Reform Commission, the scope of application of the definition of China's new energy vehicles was finally clear, namely plug-in hybrid vehicles, pure electric vehicles, and fuel cell vehicles as new energy vehicles. Non-plug-in type ordinary hybrid vehicles are classified as energy-saving vehicles.

“The concept of new energy is defined accurately and the selection path for new energy development of domestic auto companies is clearly bound to promote domestic auto companies to increase research and development and promote the development of electric vehicles.” On August 11, Xu Changming, director of the Economic Information Center of the National Information Center, was When interviewed by the reporter of "Financial National Weekly", he said.