Recently, various versions of subsidies have been widely circulated on the Internet. In 2018, the growth rate of new energy vehicles took the lead in the passenger car market, but the undercurrent of market segments surged. Multiple signals indicate that the new energy vehicle market pattern in 2019 may change. What is the subsidy policy for new energy vehicles? What is the pattern of new energy vehicles in 2019? You know what?
New energy vehicles become the only driving force to lead the rise of passenger car market. According to the data of the passenger Federation, the cumulative sales volume of passenger cars from January to November in 2018 was 21.077 million, with a year-on-year growth of - 2.5%. Among them, 20211000 traditional fuel vehicles were sold, with a year-on-year increase of - 4.5%; 866000 new energy passenger vehicles were sold, with a year-on-year increase of 88.6%. Cui Dongshu, Secretary General of the passenger Federation, said: "the sales volume of new energy passenger vehicles is expected to reach 1 million in 2018, which is the result of the joint action of pragmatic policies and the efforts of enterprises. '
Small car cooling, big car favored, policy has become an important driver of product structure adjustment. The new energy subsidy policy in 2018 can be described as a multi pronged approach, which puts forward clear requirements for pure electric vehicles from three aspects of driving range, battery energy density and vehicle energy consumption. The sales of A00 class pure electric vehicles whose technical level can not meet the subsidy requirements have been greatly reduced, which leads to the decline of A00 class vehicles' growth rate, while the sales of SUVs and A-class cars meeting the subsidy requirements have increased significantly, becoming hot selling models.
Statistics show that from January to November 2018, the sales volume of A00 pure electric vehicles was 295000, with a year-on-year growth rate of 21.6%, which was far lower than the average level of the new energy industry; the sales volume of A-class pure electric vehicles was 226000, with a year-on-year increase of 171.9%. Industry insiders pointed out that in 2019, in Shandong, Henan, Hebei and other provinces, although low-speed electric vehicles are upgraded, there is still a large market demand for A00 pure electric vehicles. However, with the increase of subsidy threshold, new energy SUV with higher technology level is becoming the main direction of vehicle enterprises.
With the decline of new energy subsidies and the formal assessment of "double points", traditional automobile enterprises will face great pressure, and the sales volume of foreign brand new energy vehicles will blow out. Xu Changming, deputy director of the National Information Center, said at the "2018 global future travel conference": "although foreign brands and joint ventures are not active in subsidy policies, after the implementation of the more stringent & lsquo; double points & amp; policy, everyone is moving. '
It is. Statistics show that from January to November 2018, the sales volume of foreign brand new energy vehicles represented by BMW, Volkswagen, Buick and Nissan was 35000, with a year-on-year increase of 1794.8%. Obviously, under the pressure of the 'double points' policy, foreign brands will continue to increase new energy products in 2019, and local new energy plug-in products may face a huge impact.
Local new energy vehicles are on the rise and foreign brands are going down. The new energy market may usher in a deep reshuffle in 2019. Before 2017, local new energy vehicles were mainly low-end vehicles with less than 100000 yuan. In 2018, the increase of subsidy threshold promoted the rise of new energy technology level, which showed that the sales of domestic middle end (110000-150000 yuan, 160000-200000 yuan) new energy vehicle sales increased significantly. At the same time, some joint venture new energy vehicles will reach 160000-200000 yuan in 2018. It is expected that the competition between Chinese and foreign brands in the field of new energy will be extremely fierce in 2019.
Statistics show that, from January to November 2018, the sales volume of domestic new energy vehicles with RMB 110000-150000 was 158000, with a year-on-year increase of 126.2%; the sales volume of domestic new energy vehicles with RMB 160000-200000 was 177000, with a year-on-year increase of 153.3%. At the same time, the sales volume of foreign brand new energy vehicles was 7200, and the sales volume of foreign brand new energy vehicles in this price range in the same period of 2017 was 0. In 2018, although the sales volume of foreign brand middle end new energy vehicles was not large, it took the lead to achieve a breakthrough of zero in this segment market, which is of great significance.
The delay of subsidy payment has put great pressure on local new energy vehicle enterprises. Experts pointed out: "the local new energy vehicles have not yet completely got rid of the dependence on subsidies. However, the & lsquo; Fraud & compensation Storm & quot; has made the central government more strict on subsidies, and some local subsidies are not issued in time, which leads to the rapid growth of accounts receivable of local automobile enterprises, which not only becomes a heart disease for enterprises to recover funds, but also seriously delays the capital turnover efficiency. In contrast, foreign brands did not consider subsidy policy at the beginning of the design of new energy vehicles. Therefore, the burden of Chinese brands and foreign brands is not the same, the brand strength is not the same, the preparation for market changes is not the same, and the final result of market competition will be different. '
In 2018, although the domestic new energy vehicles occupied an absolute advantage in sales, and formed a good momentum of upward breakthrough. However, foreign brand new energy vehicles not only firmly occupy the high-end market, but also lead the troops to the middle end market. The intention of joint venture new energy vehicles to suppress downward with brand advantages is very obvious. In 2019, more foreign brands will join the new energy war, deeply subdivide the market and engage with Chinese brands. The new energy advantage formed by local automobile enterprises may be in jeopardy.