As a senior new energy vehicle enthusiast researcher, I have discussed this issue with my colleagues before:

The new energy vehicle industry will usher in a major reshuffle, which is essentially a reshuffle of the industry. A new round of adjustments, in short: in the future, domestic new energy companies will no longer be able to rely on government subsidies to survive, and will require changes. After accumulating technology to a certain extent, it is time to compete with foreign new energy car companies. , especially since Tesla has set up a factory in China. Due to historical reasons, the traditional automobile industry is technically in a backward position, and it is understandable that foreign automobile companies cannot compete. In the new energy automobile industry, our starting point is roughly the same as that of foreigners (no more than a few years later). With the support of China's large market, it is very easy to overtake in corners and achieve leadership in the new energy automobile industry. This decision is very forward-looking, and domestic car companies should understand this good intention.

1. Let’s take a look at the latest policies first

On March 26, 2019, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the National Development and Reform Commission jointly issued the "About Further Improving New Energy Vehicles" Notice on Promoting the Application of Fiscal Subsidy Policies"

There is no need to discuss the details. We can draw a conclusion from it: this decision is made to eliminate backward production capacity and improve the overall technical content and quality of the new energy vehicle industry. It not only raises the threshold for subsidies, but also greatly reduces the amount of subsidies, and also strengthens the supervision of subsidies. This will allow the subsidy money to truly promote the research and development and promotion of new energy vehicle technology, and allow those companies with quality and technology to Only by truly getting benefits and help will it be more conducive to the long-term development of my country's new energy automobile industry.

2. Historical Reasons

In the past few years, more than 200 new energy vehicle projects have been launched in our country, and the related investment has accumulated to more than 1 trillion. Calculated based on this scale, if If all these new energy vehicle projects are put into production, it is expected that by 2020, my country's new energy vehicle production will reach about 20 million. If calculated based on my country's vehicle production of 27.81 million units in 2018, it means that the proportion of new energy vehicles in my country's vehicle production will reach More than 70, which is 10 years ahead of schedule than our country’s target. However, the reason why many people actively participate in the new energy industry is not to truly contribute to the new energy automobile industry. The most fundamental purpose of most people is to cheat. Among these new energy automobile companies, most of them are small workshops. Quite a few have no R&D capabilities, limited production capabilities, and poor product quality.

There have been many media reports before that some car companies developed a large number of new energy vehicles and did not sell them at all. Instead, they set up a leasing company and then sold the new energy vehicles produced to the leasing company under their own name. , these cars sold to leasing companies do not really flow to the market, but are kept in warehouses. Some companies even directly remove the batteries from the sold cars, and then reinstall them into new cars, and then take them out. Go get a round of subsidies. In 2016, the Ministry of Finance exposed that five new energy vehicle manufacturers including Higer Bus intended to defraud state subsidies of more than 1 billion yuan. After a subsequent joint investigation by the three ministries and commissions, it was discovered that as many as 90 companies across the country had defrauded state subsidies, including BYD. Well-known domestic companies such as Geely Zotye Automobile are on the list.

3. The impact of this policy adjustment

(1) To put it mildly, after this policy adjustment, for those who really have core technologies, whether in battery technology or It will be a better development opportunity for companies with guaranteed quality of complete vehicles. After all, new energy vehicles are a long-term plan for our country, and the future market space is very broad.

(2) Speaking more highly, competition in the new energy vehicle market will become more intense in the future, especially as international automobile giants such as Tesla and Volkswagen begin to set up new energy vehicle production bases in my country. It is bound to have a great impact on my country's new energy vehicle industry. This will force my country's car manufacturers to really develop technology and continuously improve the battery life and the overall quality of the car. This will be more beneficial to our country's new energy vehicle industry. long-term and healthy development of the energy industry.

4. In addition, taking into account international competition and my country's national conditions, the development of the new energy industry can, on the one hand, gradually get rid of dependence on traditional energy and prevent being strangled; on the other hand, it can also enhance the country's overall competition. force.

The above represents my personal opinion, thank you.