The approval of new energy vehicle production qualification has entered the freezing period, and there is no more chance.
since the national development and Reform Commission approved the JAC Volkswagen joint venture new energy project in June this year, the approval channel has been temporarily closed. Recently, it was reported that the approval of the production qualification of new energy vehicles has been restarted. In this regard, the relevant person in charge of the national development and Reform Commission clearly responded that "the acceptance of this matter is currently suspended". At the same time, the government is investigating the capacity of new energy vehicles to confirm whether there is excess. The re examination of the new energy vehicle project by relevant departments is in sharp contrast to the rapid issuance of licenses in the first half of the year
there is no definite information about when the approval channel will be opened in 2018. But it is certain that the threshold will be raised after the restart. In addition to the subsidy for new energy vehicles, this instrument is very suitable for early decline in factory use and higher requirements for battery technology. Many latecomers who are keen to occupy a position in the field of new energy have also reached the time to re-examine themselvesOn December 4, the Ministry of industry and information technology released the list of new vehicle manufacturers and enterprises that have been admitted, and Hangzhou Changjiang Passenger Car Co., Ltd. entered the list of new vehicle manufacturers. Previously, in May 2016, the pure electric new energy passenger vehicle project of Changjiang automobile was approved by the national development and Reform Commission. This marks that Changjiang motor has officially obtained the production qualification of pure electric passenger vehicles. The "double certification" indicates that the pure electric passenger vehicle sector of Changjiang motor will officially start operation in 2018
so far, among the 15 enterprises that have obtained the production qualification of pure electric passenger vehicles approved by the national development and Reform Commission, only BAIC new energy, Yundu new energy and Jiangling new energy have entered the "road motor vehicle production enterprise and product announcement" of the Ministry of industry and information technology, according to the company's introduction. According to relevant laws and regulations of China, 10 enterprises that have not yet entered the catalogue of the Ministry of industry and information technology are still unable to list their cars for sale
Wang Binggang, a distinguished expert of the 863 plan of the Ministry of science and technology for major science and technology projects of electric vehicles and head of the expert group of the new energy vehicle technology innovation project, said a few days ago that the national development and Reform Commission began to implement "family planning" for new energy vehicle enterprises, strictly controlled the approval of new new energy production qualifications, and tried to raise the threshold for the application of new energy production qualifications, so as not to waste in principle. For the government's investigation of new energy production capacity, Wang Binggang said, "at present, there are some enterprises that have obtained qualifications and have production capacity but do not do research and development or put into production. As for some former enterprises that produce passenger cars, special vehicles, logistics vehicles or modified vehicles, they do not intend to invest in the new energy industry, but hope to make money through resale, which will be the focus of this capacity investigation."
in fact, some enterprises have been punished in the process of the government's thorough investigation of new energy vehicle subsidies fraud last year. For example, Suzhou jimsy Bus Manufacturing Co., Ltd., which was heavily fined 260million yuan and cancelled its production qualification, came through the restructuring of Suzhou bus factory, which was on the verge of delisting, and entered the field of new energy vehicles, but the enterprise does not have the ability to research, develop, produce and manufacture new energy vehicles. Recently, it can be seen from the discussion draft of the new subsidy policy for new energy vehicles, which focuses on the products produced by enterprises, power batteries and other technical issues
at the Guangzhou auto show in November, only five of the five pure electric passenger vehicle projects approved by the national development and Reform Commission for 11 times injected about 24 kg of oil, including promising enterprises such as Qianfeng automobile and Wanxiang Group, failed to participate. Among these 15 enterprises, many including Henan Suda, Jiangsu Min'an, Chongqing Jinkang, Zhejiang Hezhong and Guangdong land ark have not continuously released core information such as products, factories, supply chain and financing. More importantly, these enterprises have not completed the complete process of qualification approval, and even some enterprises' production bases have been overgrown with weeds
for this reason, the production qualification review of new energy vehicles in China is further tightened, which is why the Ministry of industry and information technology should conduct a secondary review of production qualification. As early as last August, the Ministry of industry and information technology announced the regulations on the administration of new energy vehicle production enterprises and product access (Revised Draft for comments), which clearly stipulates that qualified enterprises should be transformed and complete the review within two years. If the review is not completed within the time limit, the production and sales of relevant new energy vehicle products will be suspended. It can be seen that at this time node in 2018, enterprises that fail to pass the review of the Ministry of industry and information technology for two years will face the dilemma of being out
there is no chance to rush forward
at the 100 people's meeting of electric vehicles held in January this year, Miao Wei, Minister of industry and information technology, clearly proposed to raise the threshold of technology access and establish a production capacity early warning mechanism in his keynote speech; In February, the Ministry of industry and information technology took action to punish the fraud in the new energy vehicle market by screwing a M20 lifting screw into the rib hole at its station and publishing the administrative punishment decision on seven new energy vehicle enterprises; In May, the Ministry of industry and information technology "shot" again, and more than 10000 new energy vehicles did not receive subsidies because of "product consistency is not up to standard"; In June, the national development and Reform Commission suspended the approval of the production qualification of new energy vehicles; In July, the Ministry of industry and information technology suspended the production and sales of 3025 new energy vehicles, involving more than 200 enterprises. All signs show that the government is quietly "correcting" the rash advance of new energy
from the strict investigation of deception and compensation of new energy vehicles to the suspension of qualification approval and production capacity investigation, building new energy vehicles together has been a risky gamble. Xu Min, Dean of the Automotive Engineering Research Institute of Shanghai Jiaotong University, said that the current investment in the field of new energy vehicles is overheating, and a large part of these investments and projects will eventually "die". At the same time, he stressed that if more than 40 new vehicle manufacturing enterprises suddenly appear in a province, it seems difficult to win trust if such decentralized and intensive new energy vehicle projects are to be competitive. It can be said that at present, new energy vehicle projects are blooming all over the country, and some even rush to launch in some small cities without automobile manufacturing foundation. These places have no manufacturing foundation, talent accumulation, let alone industrial chain support. Some experts said that it is difficult to foresee the realizability of such a plan like "a tree without roots". In the early stage of the development of China's automobile industry, all provinces in the country also actively launched automobile manufacturing projects, but most of the projects were abandoned after the car boom
obviously, the "elimination race" in the field of new energy vehicles has not yet begun, and after the "elimination race" comes, it is expected that more governments and enterprises will bear the losses of investment failure. In this process, the country also needs to pay for the waste of resources and repeated construction
according to the data of China Automobile Association, there was a rare production and sales gap in China's new energy vehicle market in the first three quarters of this year. Car companies produced a total of 424000 new energy vehicles, but the sales volume was only 398000. Some market participants believe that this reflects that China's new energy vehicle industry is facing the risk of overcapacity. At the same time, as the purchase volume of individual consumers accounts for only 1/4 of the total sales volume, and the proportion of public service vehicles such as taxis and electric buses is too high, it may also lead to insufficient potential for industrial development and excessive reliance on financial subsidies
the home appliance industry many years ago and the photovoltaic industry a few years ago have provided lessons from the past. New energy vehicles are in the growth period, and slimming is not the key, but "fat reduction" is the key
Copyright © 2011 JIN SHI