CCA "patted" you: to see the new version of the "double points" policy exclusive interpretation

Before?

After nearly a year and two public consultations, on June 22, 2020, the Ministry of Industry and Information Technology (MIIT) finally issued the "Decision on the Revision of the Measures for the Parallel Management of Average Fuel Consumption and New Energy Vehicle Points for Passenger Vehicle Enterprises" (hereinafter referred to as the "new version of the double-points policy"). As an important support policy to take over the subsidy slopes of new energy vehicles, the double integral policy is of great significance to the structural adjustment and transformation and upgrading of the entire automobile industry, and has played an important guiding role in accelerating the development of new energy vehicles, and promoting energy saving and consumption reduction of products since it was implemented in September 2017, among other things. However, with the changes in the situation of technological progress and industrial development, it is imperative to further adjust and optimize the management mechanism of double integral policy. China Association of Automobile Manufacturers (CAAM), as an important participant in the formulation of double integral policy, has organized industry enterprises to do a lot of policy implementation tracking analysis and basic research during the implementation of double integral policy and during the consultation period of the new version of double integral policy and put forward a series of constructive suggestions and opinions, which have been highly concerned and recognized by the Ministry of Industry and Information Technology (MIIT). For this reason, on the day the MIIT released the new policy, AutoZone Media exclusively interviewed Ye Shengji, Chief Engineer and Deputy Secretary General of China Association of Automobile Manufacturers (CAAM), and obtained CAAM's official interpretation from the perspective of the sustained, stable, healthy and high-quality development of the automotive industry, as well as the outlook on the future evolution of the policy trend.

①? Clarified the requirements for the proportion of new energy vehicle points from 2021 to 2023;

②Adjusted the calculation of points for new energy passenger car models;

③Gave certain incentives to small-scale enterprises for the accounting of fuel consumption points;

④? New measures to guide energy saving of traditional passenger vehicles;

⑤? Clearly establish a mechanism linking the energy-saving level of traditional energy passenger vehicles and the positive points carryover of new energy vehicles;

6. Alcohol ether fuel vehicles were added to the category of traditional energy passenger vehicles;

⑦? Adjusted the conditions for recognizing affiliated enterprises;

⑧ reserved space for adjusting the points assessment in 2019 and 2020.

At the level of industry development, the China Association of Automobile Manufacturers (CAAM) has always believed that the development of new energy vehicles should be cultivated and expanded in the direction of the development of the new energy vehicle market to ensure the safety of new energy vehicles as the bottom line, and in the context of market diversification and development, while encouraging technological advances, it should effectively take into account the gradual and orderly development of the market-oriented development of emerging products, and it is not appropriate to interfere in the choice of technology routes for enterprises, and it does not impede the development of niche Product market development to meet the real needs of consumers for products.

For this new version of the double points policy, the China Association of Automobile Manufacturers (CAAM) believes that the "new version of the double points policy" combines a series of impacts of the epidemic on the new energy automobile industry, according to the implementation of experience and industry feedback on the content of the refinement and improvement of a series of problems found in the implementation process, which is conducive to better promote the development of the new energy automobile industry, and the development of the new energy automobile industry. It is conducive to better promote the development of new energy vehicle industry.

The following is Ye Shengji's analysis and comments on the background of the policy, the viewpoints of the China Association of Automobile Manufacturers (CAAM), and the significance of the policy for the development of the automotive industry, as well as his outlook on the future development of the policy.

Eight highlights

I. The framework design is getting better and better

1. Points carryover is more reasonable. The revision gives new energy points a carry-over ratio of 50% under certain conditions, which solves the problem of the shorter validity period of new energy points in the previous version, and at the same time helps to enhance the trading value of new energy points, ensure the enthusiasm of new energy manufacturers for trading points, and thus promote the further development of the new energy vehicle industry.

2. More comprehensive coverage of vehicle models. The revision of the alcohol ether fuel vehicles into the category of traditional energy vehicles, product management scope is more comprehensive, and is conducive to the promotion of energy saving and emission reduction of traditional vehicles, while helping to clarify the boundaries of new energy vehicles and alternative fuel vehicles, the concept of understanding a more scientific. In addition, a separate low-fuel consumption car fuel consumption accounting, help to promote the popularization of this type of vehicle technology.

3. The determination of related enterprises has been enriched. This revision improves the judgment conditions between related enterprises, and gives simple and clear judgment conditions for domestic, overseas, and third-party shareholding enterprises in conjunction with the status quo. This amendment is conducive to facilitating the flow of points among affiliates, solving the problem of demand for points within affiliates, and promoting the implementation of the points policy.

Second, the operating procedures are optimized and concise

1. BEV (pure electric) points evaluation is more optimized. As the main model of China's new energy development, pure electric vehicle (BEV) models have attracted extensive attention from the domestic automotive industry, and will have a far-reaching impact on the global development trend of electric vehicles. In this revision, the pure electric points weakened the weight of single-vehicle range, and turned to the comprehensive consideration of the whole vehicle range level, the whole vehicle power consumption level, the impact of the battery energy density on the points, reflecting the country's more focus on guiding the overall development of new energy vehicle technology rational thinking, guiding the automotive industry to produce more in line with the market's actual needs of the new energy vehicles, and guiding the industry to a healthy development. At the same time, the reduction of the single-vehicle points will help to end the chaotic situation of the new energy industry blindly piling up batteries to extend mileage, weakening the role of single-vehicle points, guiding the industry to pay more attention to the benefits of large-scale production, and promoting the process of industrialization of the new energy industry, as well as the cultivation of market-oriented.

2. PHEV (Plug-in Hybrid Electric Vehicle) will be given positive points, and PHEV is the only model in the new energy market that has achieved positive growth. The revision directly gives PHEVs?1.6 fixed points, eliminating the extremely tedious certification process in the exposure draft and greatly reducing the pressure on companies to certify. The new version of the double points policy ends the points dispute between PHEVs and low-range pure electric vehicles, and strongly promotes the rapid development of PHEVs. PHEVs have been developing rapidly in the new energy vehicle market this year, and although the impact of the epidemic continues, the year-on-year growth of PHEVs from joint ventures has exceeded 300 percent in May, showing the strong market demand for this type of vehicle.

Third, the adjustment mechanism is flexible and orderly

1. 2019 ~ 2020 assessment mode flexible adjustment. Taking into account the actual development of the domestic auto industry and the impact of the epidemic on the current auto industry as a whole, the new version of the double-points policy flexibly adjusts the assessment method for 2019～2020, and makes significant efforts to help industry enterprises tide over the difficult situation. It not only extends the period of offsetting negative points, but also adjusts the calculation ratio of new energy points in 2020, and allows new energy points in 2021 to compensate for negative new energy points in 2020. The three-pronged strategy not only revitalizes the industry's point assets, but also promotes the development of new energy point trading, laying a solid foundation for the operation of the double-points policy during the "14th Five-Year Plan" period. The three-pronged strategy not only revitalizes the current industry points assets, but also promotes the development of new energy points trading, which is a good start for the operation of the dual-points policy in the "14th Five-Year" period.

2. The assessment ratio will rise in an orderly manner from 2021 to 2023. This move helps to raise the points attainment of new energy vehicles in a gradual and orderly manner, reduce the impact on the automobile market through mild means, and facilitate the formation of a beneficial combination with the popularization of charging infrastructure. At the same time, the integral ratio is well combined with the fuel consumption target of 4.0L/100km by 2025, thus realizing the rapid development of new energy vehicles and the substantial green emission reduction target of traditional energy vehicles, and making due contribution to the realization of an ecologically civilized society.

3. Small-scale enterprises require more flexibility. Taking into account the actual characteristics of small-scale enterprises with low production, small capital and weak research and development, in order to reduce the burden of such enterprises, combined with the actual impact of the current epidemic on such enterprises, the revised version of the way to meet the standard has been set up in a flexible manner, which will help small-scale enterprises to choose the appropriate way to meet the standard according to their own reality.

Five aspects of the future development of policy concerns

Whether it is the growth of new energy vehicles as an emerging industry, or the transformation and upgrading of the traditional automotive industry, in the actual development, will encounter the development of new issues that need to be studied and resolved in a timely manner. The industry's important policy is even more so, not only in the development process needs to be demonstrated and verified by multiple parties, scientific decision-making, while in the implementation of the need for timely tracking, evaluation of the effectiveness of the need to continue to keep pace with the times and improve. Ye Shengji said that the government departments have fully realized this point, so they attach great importance to the tracking and evaluation of industrial policies, and have made dynamic adjustments to the support policies under the premise of maintaining the overall stability, so as to timely and targeted solutions to the new problems encountered by the industry in the process of development. The introduction of this new version of the double points policy also shows once again that our policy makers have been paying close attention to the development of the industry and are keenly aware of the problems. For example, the impact of the epidemic on the industry and enterprises has been fully considered, and tracking and assessment of the impact of the international epidemic situation has been maintained.

The new version of the double points policy will continue to be optimized and improved in the implementation process in terms of how to guide enterprises to promote the development of new energy vehicles. For this reason, we believe that there are the following five aspects that deserve the attention of the government's decision-making departments, industry enterprises and related units. Especially in the future policy tracking research, assessment and evaluation to do criticism reference:

1. Continuous research to improve the accounting method. The new version of the double points policy in the integral ratio is based on the production volume as the basis of calculation, this assessment method may have some hidden problems or improvement space, does not rule out that some enterprises in order to meet the requirements of the integral ratio and the blind production of new energy vehicles without market, resulting in a waste of social costs. The market-oriented study of a more scientific and reasonable accounting basis will also be the direction of further optimization of the future policy.

2. Continue to improve points carryover. In the future, we will further clarify the carry-over ratio, carry-over period and carry-over conditions for positive and negative fuel consumption points, NEV points, as well as the relationship with fuel consumption, electricity consumption and costs. At present, whether it is fuel consumption points or new energy points, for enterprises are the product of technology and capital investment, with the same value, in order to avoid the traditional automobile enterprises and new energy automobile enterprises are treated differently, NEV points and fuel consumption points can be considered to enjoy the same treatment.

3. Continue to stabilize purchase expectations. In the future, we can consider studying the establishment of a "points pool" to acquire new energy points that have not been traded out by some enterprises, so as to reduce the waste of points and solve the worries of some enterprises about purchasing points. At the same time, further clarification of the tax rate applicable to the trading of points, to provide a basis for legitimate tax enterprises.

4. Establish a tracking and evaluation mechanism. The follow-up evaluation may be institutionalized, and real-time organization to carry out industry third-party "double points policy" implementation effect tracking and evaluation.

5. Pay attention to the effect of the preferential policy on low fuel consumption passenger cars. The new version of the double points policy draft in the process of consultation, some companies believe that the new version of the double points policy to introduce the concept of low fuel consumption passenger cars and year by year to give more concessions on the calculation method, which may lead to some enterprises to reduce the production of new energy vehicles, but also with the development of new energy vehicles is not coordinated with the original intention of the strategy. For this reason, it is recommended that the follow-up should pay close attention to the actual effect of the policy.

Finally, Ye Shengji said, looking ahead, around the new energy automobile industry top-level design, whether it is the state, local governments or industry enterprises, should be firm confidence, cohesion *** knowledge, and actively cultivate the new energy automobile market, healthy development environment, and strive to create new energy products in line with the market demand, *** with the promotion of new energy automobile industry development. At the same time, actively play a guiding role in the policy to achieve the coordinated development of the double integral system and subsidy policy, improve the level of industry management, and accelerate the reform and innovation of automotive industry management. Make full use of the "Belt and Road" and other opportunities to expand open cooperation, and actively integrate into the global automotive industry chain, supply chain and value chain, high level, high quality into the global new energy industry system, to contribute to the realization of automotive power.

The past and present life of the "double-points policy"

The "double-points policy", i.e., the "Measures for the Parallel Management of Average Fuel Consumption and New Energy Vehicle Points for Passenger Vehicle Enterprises", was established by five ministries and commissions, including the Ministry of Industry and Information Technology (MIIT), Ministry of Finance (MOF), Ministry of Commerce (MOFCOM), General Administration of Customs (GAC), and the former General Administration of Quality Supervision and Inspection (AQSIQ). , and the former General Administration of Quality Supervision, Inspection and Quarantine (AQSIQ) five ministries and bureaus released on September 28, 2017. The essence of the "double-points policy" is to form a market-based mechanism to promote the coordinated development of energy-saving and new energy vehicles through the establishment of a points trading mechanism.

After the release and implementation of the "double points policy", the Ministry of Industry and Information Technology (MIIT) has set up a points management platform, organized and implemented two points transactions, and industry enterprises have generally increased R&D investment, accelerated the launch of models, steadily improved the performance and quality of their products, and the vitality of market players has been fully stimulated, which has promoted inter-enterprise exchanges and cooperation, and improved resource utilization through online and offline communication and transactions. Through online and offline communication and trading, it promotes communication and cooperation among enterprises and improves the efficiency of resource allocation.

In 2019, China's new energy vehicles sold a total of 1.206 million units, of which 1.06 million passenger cars were sold, ranking first in the world for five consecutive years; the industry's average fuel consumption in real terms reached 5.5 liters/100 kilometers, a drop of more than 10% from 2016. The implementation of the "double integral policy" has strongly promoted the industry's technological innovation and the production and promotion of new energy vehicles, and basically achieved the expected goals.

But at the same time, in the implementation of the "double points policy", there is also a need to update the technical standards, companies in the fuel vehicle energy-saving technology is not enough investment, points trading market supply and demand imbalance and other issues. In order to adapt to the new situation of industrial development, the Ministry of Industry and Information Technology launched the revision of the "double-points policy" in early 2019, and on July 9 and September 11, 2019, two times to publicly solicit social opinions.

Finally, according to the feedback from all parties, the Ministry of Industry and Information Technology, together with the relevant departments, made adjustments to some of the contents of the revised draft of the "dual-integral point policy", and officially released the "Decision on Revising the Measures for the Parallel Management of Average Fuel Consumption and New Energy Vehicle Points for Passenger Vehicle Enterprises" (i.e. "new version of the double points policy"). This includes new requirements for the proportion of new energy vehicle points in 2021-2023, adjustments to the calculation of points for new energy passenger car models, and the addition of alcohol ether fuel vehicles to the category of traditional energy passenger cars, among many other modifications.

This article comes from the authors of the Automobile House car family number, does not represent the views of the Automobile House position.