Subsidy withdrawal and the impact of traditional automobile companies

Now let's pay attention to the field of new energy vehicles. Recently, the hot topic in the automobile circle is "new energy subsidy policy in 2020". On April 23rd, the Ministry of Finance issued the Notice on Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles (hereinafter referred to as the Notice), which aroused widespread concern inside and outside the industry.

The "Notice" clarifies that the "new energy vehicle purchase subsidy and purchase tax exemption policy was extended for two years" proposed by the state before, but the subsidy standard in 2020-2022 was reduced by 10%, 20% and 30% respectively on the basis of the previous year, and the upper limit of the annual subsidy scale was set at about 2 million vehicles in principle.

Considering that the auto market is affected by special events this year, new energy auto companies are more dependent on subsidies. The notice stipulates that April 23-July 22, 2020 is the transition period. As long as the cars licensed this year are in the policy transition period, they can continue the national subsidy standard after the new energy subsidy standard was lowered for the first time in July last year. If the licensed vehicles do not meet the requirements of the latest technical indicators, they will be subsidized by 0.5 times of the corresponding standards. Its purpose is nothing more than to alleviate the "subsidy dependence" of car companies and make the policy transition smoothly.

Most notably, the Notice also clarifies the new subsidy conditions: before the subsidy, the price of the new energy minibus must be 300,000 yuan or less (the power exchange mode is not limited by this regulation). In other words, if the car is expensive in the future, you won't get a penny of state compensation!

Why should more than 300,000 new energy electric vehicles be treated differently? In this regard, the Ministry of Finance explained: "Learning from the practices of the United States, Germany, Britain, France and other countries, in order to avoid a large amount of subsidized funds flowing to luxury consumption, we should comprehensively consider the purchasing power level of China consumers and industrial development."

Experts from China Automobile Association and Passenger Transport Association further explained that since the financial subsidy funds come from state taxes, as the saying goes, "take it from the people and use it for the people", the state should benefit the whole society to the maximum extent. High-end new energy vehicles are not the main body that carries the heavy responsibility of promoting new energy vehicles in China. Without subsidizing high-end new energy vehicles, improving the price competitiveness of mainstream new energy vehicles is conducive to the healthy development of the whole industry.

After the news came out, it was caused by the interest correlation, and some car companies applauded and people were worried. Especially those new forces who want to "overtake in corners" and easily build "China Tesla", most of them only sigh. Specifically speaking, there are those who post their own money, and some who don't pay a penny.

Wei Lai, Ideal, Ai Chi, Nezha:

Don't worry, the price increase is impossible!

Weilai, as the leader of the new force of car making, is currently facing the high-end market of more than 300,000 yuan. Fortunately, Weilai insists on adopting the power exchange mode, and both ES6 and ES8 can enjoy state subsidies. In order to make consumers not worry about state subsidies, Weilai announced that users who bought cars before May 3 1 this year can enjoy subsidies according to last year's state subsidy standards, and Weilai will bear the difference; Brand-new ES8 users who choose invivo Blue (advanced color matching of new models) can also enjoy the national subsidy standard last year if they get the car before July 3, 20201.

The terminal price in Li ONE was 328,000 yuan, which just did not meet the subsidy conditions, but the manufacturer quickly determined the attitude of insuring the price. Recently, Li Xiang, CEO of Li, announced on social media: "Lee Joon consumers don't have to worry too much. The decline in subsidies will be borne by Li himself, and the price of users will remain unchanged."

In addition, Aichi also announced after the subsidy standard was updated that the price of Aichi U5 will remain unchanged after the existing subsidy, and users who use any vehicle to replace Aichi U5 will receive a subsidy of 5,555 yuan.

Nezha Auto quickly followed suit, announcing the original price of the first model Nezha N0 1, including the newly listed Nezha U, and we will pay for it ourselves! However, other new forces have not yet made a similar official response to this matter.

Tesla has room for price reduction.

But it's too arrogant

It stands to reason that Tesla, the overlord of high-end pure electric vehicles, is most affected by the new policy of new energy subsidies. To this end, Uncle Che deliberately went to the official to check the price.

Tesla China official website shows that the prices of the upgraded version and the long-life version of the domestic Model 3 have increased by 4,500 yuan and 5,000 yuan respectively! The price of the high-performance version remains unchanged before the subsidy, which is still 465,438+0.98 million yuan.

Industry analysts pointed out that Tesla has a global uniform price, but Tesla China actually has no pricing power. As subsidies shrink, consumers' hand prices naturally rise. Tesla doesn't care what others do.

He, CEO of Xpeng Motors, said that Tesla played the routine of "going up first and then falling", but the tone was uncertain.

When Tesla Giga Shanghai delivered the first batch of domestic Model 3 last year, Tesla revealed that its localization rate was only 30%, which is expected to reach 70% in the middle of this year and 65,438+000% by the end of this year. Therefore, even if the country retreats, the price of Model 3 will remain unchanged, and there will definitely be room for price reduction.

Of course, there is another possibility: Tesla wants to pursue the profit rate of the whole vehicle. Last month, the sales volume of Tesla Model 3 exceeded 1 10,000 vehicles, which was a dust in the field of new energy vehicles and threatened the second-line luxury camp of traditional fuel vehicles. Many people, including Uncle Che, think that Tesla's target users are not so sensitive to subsidies and will not consider Tesla because of this increase of less than 2%? Obviously unlikely, Tesla is irreplaceable in the market in the short term!

Che Shu's conclusion

It is true that Tesla's approach will definitely disappoint some fans, but its impact on product sales is limited. Uncle Che actually hopes that the price of Tesla will "only go up but not down", at least highlighting the price advantage of China brand new energy vehicles, and the pace of Tesla's expansion will be relatively restrained. In addition, it is not a long-term solution for some new forces to "cut the meat and make profits", but we must try our best to get more consumers' heartfelt recognition.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.