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Will there be any new companies to play the electric vehicle investment project? It should be the first question to be answered. If it is before us, the relevant state departments will solicit opinions on the "Interim Provisions on the Investment Project and Production Access Management of New Pure Electric Passenger Vehicle Production Enterprises" (hereinafter referred to as the "Draft for Comment" ).
To answer this question, we must also clarify the logical direction of the state's policy formulation. At this stage, is electric vehicle encouraged, restricted, or even strictly controlled? Different directions, policy standards and threshold indicators will be more different.
This logical direction should be consistent with the policy objectives. The policy objectives will generally appear in the meaning or basis of the beginning of the policy document, as stated in the "Draft for Comment", "in accordance with the "Notice of the State Council on Printing and Distributing the Development Plan for Energy-Saving and New Energy Vehicle Industry (2012-2020)" ( Referred to as “Planning†and “Guiding Opinions of the General Office of the State Council on Accelerating the Promotion and Application of New Energy Vehicles†(referred to as “Opinionsâ€).
Advanced inquiry "Planning" proposed that "by 2015, the cumulative production and sales of pure electric vehicles and plug-in hybrid vehicles will strive to reach 500,000 units; by 2020, the production capacity of pure electric vehicles and plug-in hybrid vehicles will reach 200. 10,000 vehicles, cumulative production and sales of more than 5 million vehicles, fuel cell vehicles, automotive hydrogen energy industry and the international development." From now on, to achieve the target of 500,000 vehicles in 2015 is almost impossible, because including It is estimated that after the rapid growth this year, 60,000 vehicles will have a total production and sales of about 150,000 vehicles by the end of this year. It will achieve more than 300,000 vehicles in the next year, Yamanashi! By 2020, the cumulative production and sales volume will be expanded by 10 times to 5 million units. What I have drifted in front of me is not "that is not a thing!" but a two-story basketball stand? !
According to Article 20 of the Opinions, it is “to formulate an access policy for new energy automobile enterprises. To study and introduce the investment conditions for investment projects of newly-built new energy automobile production enterprises with openness and transparency, and to support social capital and technological innovation. Competent enterprises participate in the research and production of new energy vehicles. "Operational efficiency is a clear requirement of the policy.
Based on the two aspects, the encouragement of investment in the electric vehicle industry should be determined. From the perspective of the industry situation and the macro situation, I think the decision-makers will be further determined. In the industry, the Ministry of Industry and Information Technology recently announced that the National New Energy Vehicles Promotion and Application Demonstration City New Energy Vehicle Promotion Report shows that the overall progress of the national city of 11.5% is even unsatisfactory. On the macro level, the Central Economic Work Conference just held also pointed out that “accurately grasp the new normal of economic development, the environmental carrying capacity has reached or approached the upper limit, and must promote the formation of a new way of green low-carbon cycle development.†On the other hand, foreign electric vehicles The development momentum is good, and the gap between domestic and foreign is expanding or narrowing.
Since it is necessary to open a hole for the qualification of electric vehicle production, it is necessary to let the right enterprises enter, rather than using too high a threshold to stop them. For the time being, don't say that the "Draft for Comment" should not let the low-speed electric vehicles in Shandong and other places mix into the electric passenger car team, that is, from the "double 80" to the "double 100" technical requirements under the constraints of lightweight conditions, It is necessary to "have a basis for research and development of pure electric passenger cars for more than three years", which lacks the encouragement taste and is clearly "strictly required".
According to these standards, I wonder if there are any companies that can meet the requirements? I once had a high voice in IT giants or emerging companies. I don’t think there is any drama for LeTV and Xiaomi. I have “the basis for R&D of pure electric passenger cars for more than 3 yearsâ€. If I haven’t started yet, it will take three years. Let's talk about it later, otherwise it is necessary to integrate other technical resources, and to register in the country, LeTV's high-tech pure electric vehicle design company named Atieva invested in the United States should also be transferred to the country in a proper way.
For auto parts companies such as Wanxiang Group or low-speed electric vehicle companies such as Shifeng, it is still difficult to achieve the “Double 100†requirement, but for existing electric vehicle manufacturers, even if they want to reach “120, 150†More and more become a reality, BAIC E150 EV, BYD E6 have been able to reach the corresponding maximum speed and cruising range requirements, far more than the "double 80" existing requirements, but the cruising range is often in the case of multi-back battery Realized, so it is difficult to achieve the lightweight conditions in the "Draft for Comment", 1370 kg of Beiqi E150 EV exceeds 1200 kg standard 170 kg, Zotye 5008EV and M300EV are over 500 kg, BYD E6 is over standard 580 kg, Zotye Knowing beans is light, only 670 kilograms, but the maximum speed is only 80 kilometers, which is not in line with this. From this point of view, the existing independent vehicle manufacturer's new independent electric vehicle manufacturer is looking for troubles, and in the "Draft for Comment" "three, other matters" "(a) existing vehicle production It is even more sensible for a company to build a new independent legal person's pure electric passenger vehicle manufacturing enterprise in accordance with these regulations.
It can be said that electric vehicles are an ever-changing and fast-growing field, and the standard of approval rules can be changed with the times. Just as China's fuel quality standards and automobile fuel consumption standards are also gradually implemented in different years, rather than one step to Rome. This suggestion should also be endorsed by the "Draft for Comment". The last paragraph of the document: "This regulation will be revised and improved according to the development of the pure electric passenger vehicle industry", because the "Draft for Comment" itself is aimed at the interim regulations. If this is the case, it is better to let the standards be slightly lower, especially in terms of lightweighting conditions. If the number of companies with sufficient lines increases, then increase them moderately. This is also in line with the general logic of the evolution of regulations. On the contrary, if a high indicator is to be set and then changed to a low indicator, it will be easily criticized by the outside world. Just as the "Planning" has made it clear that by 2015, the comprehensive driving conditions of pure electric passenger cars under pure electric drive mode will not exceed 150 kilometers, and this version of the "Draft for Comment" has been retracted to some models. 100 kilometers is an objective adjustment and correction.
In the industrial natural ecological foundation is not good, the policy ecology is not attractive, empty talk about high standards, high and low, will also be a mistake. At this time, even if it is a big one, it is better than nothing. If there is no one, then someone will have me. The industrial policy must reflect the positive and enterprising, but also be pragmatic and tolerant. Too harsh and difficult to reach is only a castle in the air. It is a dream that is difficult to achieve. If there is no point in setting up a goal, a paper document policy will be in a form and it will be difficult to become a policy tool to promote the development of the electric vehicle industry.
It seems that when the relevant group is still trying to revise and confuse the "Draft for Comment", it is better to stretch your muscles, change your brains, play basketball, and experience what it means to "jump, get enough!"