Under the great impact of the COVID-19 epidemic on the domestic automobile market, the automobile industry is in deep crisis. The data shows that the early warning index of automobile dealers' inventory in February was 8 1.2%, up 27.7% year-on-year, a record high.
On March 3, Cao He, secretary general of the Automobile Chamber of Commerce of the All-China Federation of Industry and Commerce, told the test drive reporter that after the epidemic, a series of policies to encourage automobile consumption and use will definitely be introduced in China. "One of the important indicators is to speed up the elimination or replacement of old cars."
On the same day, Ren Wanfu, a senior auto analyst, also expressed a similar view on the test drive report: "The trend of the auto market this year is definitely low before and high after. In addition to Foshan and Guangzhou, the probability of introducing relevant policies in other regions is also relatively high, especially in areas where OEMs are concentrated. In addition, the purchase tax reduction and relaxation of restrictions in cities with restricted purchases are also possible policies. "
It is foreseeable that with the intervention of policies, 1 and the extremely depressed auto market in February may usher in a turnaround.
Guangfo took the lead in funding the rescue?
After the Spring Festival, the national automobile industry from production to sales is shrouded in the shadow of the epidemic.
On February 16, Foshan issued the Notice of Foshan Municipal People's Government Office on Printing and Distributing Several Measures to Promote Consumption Upgrade in Foshan Automobile Market (Trial).
The policy includes encouraging the consumption of "national six" cars, encouraging consumers to buy new cars, and subsidizing 2,000 yuan per car. In addition, it also encourages collective car purchases and simplifies the registration procedures for car purchases.
This measure was officially implemented on March 1 day, 2020, and the validity period was 1 year, which fired the first shot of policy rescue.
On February 28th, the Shenzhen Municipal Party Committee and Municipal Government issued "Several Measures on Promoting Epidemic Prevention and Control and Economic and Social Development as a Whole", proposing to stabilize the mass consumption of automobiles, speed up the allocation of new automobile indicators, and give priority to ensuring the first-time purchase demand of families.
At the same time, china automobile dealers association and other organizations also submitted relevant proposal reports to the National Development and Reform Commission, and once again called for the cancellation of the automobile purchase restriction policy to promote automobile consumption and restore market confidence.
Against the background of the appeal of non-governmental organizations and the introduction of Foshan's rescue policy, on February 2 1, the Guangdong Provincial People's Government proposed to promote qualified cities to introduce subsidy policies for scrapping and updating old cars, and encouraged Guangzhou and Shenzhen to further relax the car lottery and auction indicators.
On February 27th, the people's government of official website and Guangzhou reported that it was necessary to speed up the implementation of the unused quota of small and medium-sized passenger cars last year, subsidize the replacement of used cars and purchase new energy vehicles, and boost automobile consumption.
On March 3rd, measures to stimulate automobile consumption were further refined. The "Measures" issued by Guangzhou clearly pointed out that in view of the needs of citizens commuting by car during the epidemic, it is necessary to speed up the implementation of the index of 654.38 million new small and medium-sized buses stipulated in June 2065.438+2009, and study and introduce new indicators as appropriate.
At the same time, from March 2020 to the end of February 65438+,according to the principle of encouraging advanced technology, safety and reliability, individual consumers will be given a comprehensive subsidy of 1 10,000 yuan per vehicle. In addition, it is necessary to promote the upgrading of automobiles. For consumers who replace or scrap used cars, car sales enterprises registered in Guangzhou buy new cars with the "National Six" standard, and each car is given a subsidy of 3,000 yuan.
At the first time when Guangzhou introduced the policy of encouraging automobile consumption, GAC Toyota took the lead in responding and launched the "Eight Gifts" for car purchase, including various financial subsidies such as high car purchase subsidies and automobile disinfection and maintenance services.
GAC Toyota is the first car company to respond to the policy, and it is expected that more car companies will follow suit.
It is worth mentioning that some insiders believe that this situation is basically consistent with the auto market climax after the SARS in 2003 and the financial crisis in 2008. Cao He told the test drive report, "The superposition of various policies is great, but the amount of ownership and the use of infrastructure are all there, and it is impossible to be the same as during SARS."
2020 may become a policy year.
Under the epidemic situation, automobile policies are frequent, and it is a certain trend to stimulate automobile consumption; On the other hand, the booming new energy automobile industry in recent years is also in pain, and policy adjustment is imminent.
At the same time, under the epidemic situation, China's autonomous driving suddenly ushered in a "bright moment", and policy support is essential. In 2020, the automobile industry will be highly dependent on policy regulation.
In fact, the new energy policy is already on the way.
At the committee of 100 for Electric Vehicles held in June 5438+ 10, Minister of Industry and Information Technology Miao Wei said that the subsidy policy for new energy vehicles will remain relatively stable in 2020, and there will be no obvious decline. As a result, the complete withdrawal of the subsidy policy for new energy vehicles originally scheduled for the end of 2020 may be postponed, and the development plan for new energy vehicles (202 1-2035) shall be compiled as soon as possible. ?
On February 10, the Ministry of Industry and Information Technology issued a revised draft of the Regulations on the Access of New Energy Vehicle Manufacturers and Products, which deleted and revised the original regulations by about 10. Its core content can be summarized as follows: it is necessary for new energy vehicle manufacturers and products to have "design and development capabilities" and become "technical support capabilities".
This means that the entry threshold for new energy vehicles is further lowered, and a more open new energy vehicle industry ecology is about to take shape.
Kelly, a senior new energy vehicle analyst, told the test drive reporter that in the long run, this adjustment will promote the automobile industry to form a technical ecological alliance, learn from each other's strengths, invest in the development of the new four modernizations business, and reduce operating costs and investment risks.
Kelly believes that the adjustment direction of this policy, for group companies, subsidiaries can make full use of the group's R&D resources to engage in the production of automobile products; For new forces, it is more convenient to follow up and integrate with traditional car companies. At the same time, "we can also make full use of the third-party R&D resources in the automobile industry, prevent duplication and excessive investment, and essentially strengthen the development of OEM production mode."
In addition to new energy, another core intelligence of the transformation and upgrading of the automobile industry has also ushered in the support of programmatic policies.
Recently, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and other 1 1 ministries and commissions jointly issued the "Intelligent Vehicle Innovation and Development Strategy". It is planned that in 2025, the technological innovation, industrial trends, infrastructure, laws and regulations, product supervision and network security system of standard smart cars in China will basically take shape.
As the autonomous driving industry enters the fast lane, more and more relevant policies will be implemented.
On the whole, the market recovery under the epidemic situation, the new energy coming out of the subsidy pain and the automatic driving being put on the agenda all need strong policy support. In the critical period of automobile transformation in 2020, the new policies related to the automobile industry will be a major attraction.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.