Do you like new energy vehicles, such as small cargo van?
Industry insiders generally believe that new energy vehicles, including small cargo vans, are still a key issue that the government is concerned about.
With the rapid development of the industry, policies have begun to emphasize infrastructure services other than complete vehicles, and for the ultimate realization of the market, demand dominated new energy vehicles, including small cargo
Thanks to national policy guidance, my country’s new energy vehicles, including small cargo vans and
“car-making and buying” to “marketing”
Fang Yinliang, a global partner of Roland Berger, also believes that the policy will shift from encouraging “car-making and buying” to “marketing”. Moreover, the development will focus on the automotive aftermarket, use environment, and infrastructure construction to accelerate new energy vehicles. It is including small cargo van Popularize and promote.
At the same time, fuel cell vehicle-related content is not reflecting in the government report for two years. Fang Yinliang believes that the development of the fuel cell vehicle industry still faces many problems. The localization of core technologies, key parts, and components, and the foundation of the industrial chain need to be improved. The government should use subsidy funds and policy bonuses to encourage local development with conditions. Also avoid The industry is blind “hype”, causing a waste of resources.
According to statistics from the China Electric Vehicles cumulative number of charging infrastructure in the country is 1.681 million. There are 807,000 public charging piles, 874,000 private charging piles, and vehicle piles. The ratio is about 3:1.
“Charging + swapping” will become two parallel models in the future.
It is worth noting that as an integral part of the new infrastructure. The replacement station has appeared in the government work report for two consecutive years.
This year’s government work report also proposes to continue to promote the entire process reform of production access and circulation management in the automobile industry. The strategy is that my country will gradually liberalize foreign shareholding restrictions on special vehicles; new energy vehicles; commercial vehicles; and passenger vehicles. In 2022, the auto industry will abolish all shareholdings and joint ventures. Exceeding the limit of two, this has positive significance for the development of new energy vehicles, including the small cargo van industry.
The whole process reform is still backward
“If the auto production access is free and open, and the whole process reform is still backward. It won’t work. If industry policies, management methods, and circulation restrictions are not liberalized. We will be tied up, and foreign capital will continue to be liberalized. It’s not good for our development.” Cao Guangping. He is an independent researcher for new energy vehicles. And if the reform of the auto industry is “similar in appearance but not in spirit”, semi-opening may have both positive and negative effects. It will result in the same International integration, but the final result is still difficult to meet expectations.
Cui Dongshu said that in the next step, the Ministry of Finance will gradually move some of the current consumption tax items collected in the production (import) link to the wholesale or retail link. “Some cities are not enthusiastic about the promotion of new energy vehicles, including small cargo vans. Local governments have no revenue, but they have to bear congestion and other issues.” He further stated that the post-consumption tax shift can mobilize local enthusiasm and facilitate local governments to use this fund to build infrastructure.
In addition, Cao Guangping also pointed out that the government work report has shifted the focus of new energy vehicle development to the aftermarket. It is a major adjustment signal. In the next 5 years, new energy vehicles will develop follow-up policies or focus on hybrid power to give more points. And also lift purchase restrictions and invigorate low-speed vehicle regulations, liberalize commercial vehicle technology routes, encourages the application of infrastructure, and strengthens management.