Recently, the Ministry of Industry and Information Technology organized a meeting to deeply study the objectives, methods and policy measures of electrification in different fields and regions. This is based on a series of previous policies, and the national level has once again made specific arrangements for the electrification of vehicles in the public domain. According to industry insiders, under the impact of the global COVID-19 epidemic, the country will once again promote the electrification of vehicles in the public domain and release positive policy signals, which will greatly boost the confidence of the automobile industry. At the same time, continuing to vigorously promote new energy vehicles is of great significance to the sustained and healthy development of the industry, which is both an "economic account" and an "environmental account".
1, the policy continues to increase.
On March 16, the Equipment Industry Division I of the Ministry of Industry and Information Technology organized a video conference to listen to the opinions and suggestions of industry organizations and business representatives on promoting the electrification of vehicles in the public domain. It is worth noting that the participants in this conference not only include relevant industry departments, but also include representatives of enterprises such as BAIC Group, BYD Auto and Contemporary Ampere Technology Co., Ltd. The meeting held that vehicles in the public sector are frequently used, and the total fuel consumption and pollution emissions account for a relatively large proportion of all motor vehicles. Promoting the electrification of vehicles in the public domain is not only an important measure to reduce greenhouse gas emissions and realize the green development of the industry, but also can simultaneously promote the improvement of supporting infrastructure, promote the innovation of application models, and play a powerful role in promoting the private consumption of new energy vehicles. The meeting pointed out that in the next step, the Ministry of Industry and Information Technology plans to work with relevant departments to organize industry forces to prepare an action plan to promote the electrification of vehicles in the public domain, and actively promote the electrification of vehicles such as public transport, sanitation, postal services, rental, commuting, and light logistics distribution. Recently, the National Development and Reform Commission and the Ministry of Justice jointly issued the "Opinions on Accelerating the Establishment of Green Production and Consumption Laws and Policies System", proposing to establish and improve the promotion mechanism of green products such as new energy vehicles, and encourage new and clean energy vehicles to be added and updated in public transportation, sanitation, rental, commuting, urban postal express delivery, urban logistics and other fields. The industry believes that the national level will further accelerate the process of electrification of vehicles in the public domain and form a strong impetus to the follow-up policies of local governments. Relevant local governments have also issued policies to actively promote the promotion and use of new energy vehicles in the public domain. For example, Beijing, Nanjing, Putian, xiong'an new area and other places have issued policies to realize the new energy utilization of vehicles in the fields of logistics, freight transportation and public transportation.
2. There have been successful practices.
In recent years, with the support of policies, the process of electrification of vehicles in public areas has been accelerating, and many cities have made useful explorations and achieved practical results. Taking Taiyuan as an example, at the end of 20 16, nearly 10,000 taxis in the city were all replaced by electric vehicles, and Taiyuan became the first city in China to realize pure electric taxis. In 20 15, Taiyuan municipal government signed an investment framework agreement with BYD, proposing to replace the existing taxis in Taiyuan with electric taxis as a demonstration and promotion project of new energy vehicles in the city, which took the first step of new energy construction in Taiyuan. On February 20 16, the first batch of taxi replacement work was officially started. By September of that year, all 8292 taxis in Taiyuan had been replaced by electric vehicles. It is worth mentioning that with the comprehensive replacement of taxis, electric vehicles have opened up a new market in Taiyuan, and electric car rental and electric buses have appeared in Taiyuan. At present, Taiyuan is gradually replacing buses with pure electric vehicles. According to the plan, this work will be completed this year. This also means that Taiyuan will become a city where taxis and buses are pure electric vehicles. I have taken an electric taxi in Taiyuan many times, and the space inside is more spacious and comfortable than that of a traditional taxi. In fact, behind the "Taiyuan case" where taxis are all electrified, there are a series of positive promotion measures and perfect hardware support. It is reported that in the taxi replacement subsidy policy issued by Taiyuan Municipal Government, pure electric taxis with a market price of 309,800 yuan only need to pay 89,000 yuan after subsidies at all levels, which relieves the cost concerns of taxi operators. In addition, Taiyuan has also built a city-wide charging network and mobile APP service platform to better meet the daily charging needs of vehicles. Thousands of charging piles built under downtown bridges and stations provide strong hardware support for the promotion of electric taxis and even private electric vehicles. The upstream and downstream of new energy vehicles is a huge industrial chain system. In the process of promoting the electrification of vehicles in the public domain, Taiyuan has built an electric vehicle industrial base at a deeper level. Taiyuan Electric Vehicle Industry Base Development Plan (20 15-2020) mentions that by 2020, Taiyuan will strive to form 5-8 passenger cars 1 vehicle, complete electric vehicle enterprises 1 vehicle and key parts enterprises, with an electric vehicle output of 20,000 vehicles and an output value of 50 billion yuan.
3. Boost the new energy vehicle market.
In the past two years, the automobile market was hit by the cold winter, and now it is hit by the COVID-19 epidemic. The development of the whole industry is facing great challenges. According to the latest data released by China Automobile Association, in February 2020, the production and sales of new energy vehicles in China were 995 1 vehicle and 12908 vehicle, respectively, down by 82.9% and 75.2% year-on-year. Among them, the output of new energy vehicles fell below 1 10,000 vehicles, down more than 80% year-on-year. Cumulatively speaking, during the period of1-February in 2020, the production and sales of new energy vehicles in China were 54,000 and 60,000 respectively, down by 63.8% and 59.5% year-on-year, and the decline was 6.4 percentage points and 7.9 percentage points higher than that during1. Among the main varieties of new energy vehicles, both pure electric vehicles and plug-in hybrid vehicles have dropped by more than 50% year-on-year. In addition, fuel cell vehicles that performed well last year also showed a certain downward trend, but the decline was significantly lower than that of the industry. (Note: the sales growth rate in 20 16 was 53. 1%) According to the news of China Automobile Association, the production and sales of the automobile industry fell sharply due to the COVID-19 epidemic. On the production side, due to the slow progress of returning to work and the slow supply of spare parts, the output level of enterprises is low; At the school consumption end, product consumption stagnates and market demand is severely restrained, which will have a significant impact on the automobile market in the first half of the year.
According to industry insiders, the introduction of incentive policies and the increase of infrastructure investment will benefit the new energy vehicle market. In addition, the characteristics of new energy vehicles are very suitable for public use. Under the influence of the current market environment and epidemic situation, promoting vehicle electrification in the public domain will undoubtedly improve the environmental quality and expand the use and sales scope of new energy vehicles, and also help promote the sales of private new energy vehicles and boost market confidence. In addition, it also helps to improve the supporting infrastructure of the automobile industry chain. For more data sources and analysis, please refer to Forward-looking Industry Research Institute's Market Prospect and Investment Strategic Planning Analysis Report of China New Energy Automobile Industry. At the same time, Forward-looking Industrial Research Institute provides industrial big data, industrial planning, industrial declaration, industrial park planning, industrial investment promotion and other solutions.