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Nov 20, 2021

New energy vehicles adjustment year will become a battle for batteries

Although the distance from the Ministry of Finance announced the "new energy vehicle promotion and application of subsidy funds special inspection" has been more than 2 months, but the new energy vehicle remediation "storm" is still continuing.




The two Suzhou auto companies received a series of clear punishment decisions. First, Golden Long Motor announced at the end of November that its controlling subsidiary Suzhou Golden Long Had been fined 778 million yuan after receiving a notice of administrative punishment. On December 10, the actual controller of Suzhou Jianxi Was formally arrested on suspicion of fraud in August, along with two other jianxi executives and a member of the Suzhou DMV. Jimxi is also the only company to be cancelled by the Ministry of industry and information vehicle production qualification.




Jim west that the Ministry of Finance penalties unfair, plans to file administrative, has not yet registered.




"Among the five companies' named 'by the Ministry of Finance this year, only Jimsi was not only fined but also cancelled the vehicle production qualification, which is undoubtedly a' declaration of death '. Therefore, it is highly likely that the company will not be willing to appeal." A new energy vehicle industry to times weekly reporters said.




Near the end of the year, the new energy fraud investigation storm continued throughout the year, will continue to the New Year.




At the end of the year or against the wind




Suzhou Jianxi, one of the five new energy vehicle fraud companies listed by the Ministry of Finance, is seeking punishment from the Ministry of Finance, Caixin reported. At the same time, He was fined and deprived of the production qualification. He not only put forward that the Ministry of Finance determined that the number of cars falsely declared was too high, but the corresponding amount of fraudulent compensation was also beyond the actual number. Therefore, he believed that the Ministry of Finance should not recover the central financial pre-allocated subsidy funds it obtained in 2015.




According to Jianxi, the company reported data to the competent authorities three times, and the Ministry of Finance decided to deal with Jianxi based on its first report of 1,292 cars minus jianxi's actual sales of 161 cars in 2015, that is, Jianxi falsely reported 1,131 cars. At the same time, in terms of the amount of fraudulent compensation, Mr Jimsi believes that "the defendant (The Ministry of Finance) can only deal with the part of the false declaration, and the actual sales of vehicles should be realistic spirit to let bygones be bygones".




On September 8 this year, the Ministry of Finance announced that in addition to recovering jimxi 260 million yuan of subsidies, but also cancelled the company's central financial subsidies, while the Ministry of Industry and Information Technology also cancelled its vehicle production qualification. Although suzhou Golden Dragon, which was also exposed, was fined a total of 778 million yuan, Jimxi was put an end to the new energy "car building dream".




Obviously, by the Ministry of Finance qualitative as "the most bad" Jimxi overturned the probability is very little, from the procurement, production to sales links are falsified evidence has been the Ministry of Finance, at the same time Jimxi actual control person Yang level, two management and a suzhou city DMV personnel were formally arrested.




National passenger car market information association secretary General Cui Dongshu times weekly reporter said that Jimxi "cheating" behavior should belong to the worse situation, the central government is sure of this will carry out such punishment, and hope to play a warning purpose, jimxi should do most now is to reflect.




"For Jimsy, their own boundaries are not clear, but from a national legal and regulatory point of view, there could be serious problems. The discrepancy in the amount they declare is already evident. "There is nothing wrong with that, but for other companies, there is more to think about now than how to prevent this kind of problem from happening." Cui dongshu said, "Because the current level of subsidies is quite large, and the end of the year is approaching, it is hard to say that there are no companies committed crimes against the wind, so the timing of the announcement of punishment is also useful for the industry."




For each job




In contrast, the other four companies named in the report, after "eating" the fine, production and promotion work seems to be normal.




Times Weekly reporters found that in September of this year by the Ministry of Finance public exposure of 5 new energy vehicle production companies, in addition to Jim West, the other four have silently accepted punishment, some of the company's new energy vehicle business does not seem to be much affected.




The king, said a circular released its subsidiary higer received the ministry issued by the Ministry of Industry and Information Technology administrative punishment told in the book, and said that suzhou jinlong since September 8, 2016 has stopped production and sales model, at the same time, after careful consideration, suzhou jinlong intends to give up a statement and defend the rights of the The rectification will be carried out in accordance with the requirements of the Ministry of Industry and Information Technology within 6 months, so as to restore the qualification of Suzhou Golden Long to apply for recommended models of new energy vehicle promotion and application as soon as possible.




According to the company's notice, the Ministry of Finance will recover 519 million yuan of the central financial subsidy pre-allocated by Suzhou Golden Long in 2015 and impose a fine of 259 million yuan, or 50% of the total amount of violations, totaling 778 million yuan. The impact on Jinlong's net profit in 2016 could be as much as 76.9 percent lower to 125 million yuan, according to CICC estimates.




On December 2, the fourth batch of "New Energy Vehicle Promotion and Application Recommended Model Catalogue" (hereinafter referred to as "the fourth batch of Catalogue") was finally released, which shows that The catalogue layout of Nanjing Jinlong Automobile under Jinlong Motor still takes the lead in all aspects, ranking first in the number of passenger cars and special vehicles.




Shenzhen Wuzhou Dragon Motor Co., LTD., another company notified by the Ministry of Finance, announced on its official website earlier that it would invest in the construction of high-end electric vehicle r&d and production base in Germany with Jingwei, and has been put on record by the National Development and Reform Commission. Earlier, Chongqing Wuzhoulong New Energy Vehicle Co., LTD., a wholly owned subsidiary of Wuzhoulong Group, also signed a cooperation agreement with Geely, not only announcing its new commercial vehicle brand, Yuancheng, but also saying it would complete the layout of "two wings" in southwest and South China.




In the fourth batch of the catalog of 678 new energy vehicles, new energy vehicles in The passenger car still occupy more than half of the seats, including 293 pure electric buses, 78 plug-in hybrid buses.




Cui Dongshu said that the launch of the fourth batch of directory will be conducive to the stable and sustainable development of new energy vehicles, the policy into a stable period, next year should be the industry "cloud", the development will be more standardized.




"Adjustment year" will become a battery debate




"As a matter of fact, we call for cheating and subsidizing subsidies and calling for regulations every day, which will shackle fledgling industries and to some extent stifle innovation and eliminate market competition." Ma Qiancheng, secretary-general of tram People's Union, told Times weekly that the current industry should pay more attention to how to better face the future.




Earlier held in the "2016 third China new energy vehicle consumption Forum", the State Ministry of Science and Technology 863 plan major technology special project of electric vehicles Wang Binggang also expressed a similar point of view. He said that although China has surpassed the United States since last year to become the world's largest market for new energy vehicles, the current new energy vehicles have not yet reached a period of rapid development. "This judgment is very important, from the guidance of our work or media opinion guidance, we do not say that new energy vehicles have entered a period of rapid development." He said.




In fact, after the "year of adjustment" in 2016, the development of China's new energy vehicle market next year may present another situation.




The fourth batch of the list was announced nine months after the Ministry of Industry and Information Technology (MIIT) cracked down on fraud cases involving new energy vehicles in April. Subsequently, China's Automobile Industry Association announced that the 2016 new energy vehicle subsidy policy has been signed by four ministries and commissions. The new state subsidy policy will be more regressive than the previous version, the regressive range of some models will reach 60%.




It is worth noting that the pure electric logistics vehicle entered the promotion directory for the first time, as many as 178 models are selected. Therefore, some industry insiders believe that in the adjustment of the subsidy method, electric logistics vehicle and three batteries or become the two major benefit direction of the late market.




In addition, Ma Qiancheng also told times weekly reporters that the Ministry of Industry and Information Technology website recently published "Automotive Power Lithium ion Battery Industry specification Conditions (2017)" draft is also a key to the future development of the industry. The "opinions" proposed in the lithium ion power lithium ion battery single company annual capacity of not less than 8 billion watt hours, for most of the current battery production companies are a high threshold, and the future development of Japanese and South Korean battery manufacturers are not included in the catalog will be more difficult. According to the 2017 new energy vehicle subsidy adjustment method, the 2017 new energy bus will be energy density, mileage as a subsidy standard is put forward high requirements for the battery. In the future, the battle for new energy vehicles will be shifted to the battle for batteries.




For the new energy vehicle industry chain, the Ministry of Industry and Information Technology and the National Development and Reform Commission have recently announced and formulated a series of industrial policies, mainly from the access conditions, points management, carbon emissions and other aspects. Some analysis said that from the policy itself, there is a trend of stricter supervision, but on the other hand, the new policy is more conducive to the healthy development of the industry, especially for the leading companies in the industry, or can give birth to several companies with international influence.


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