This document has always been regarded as the entry threshold for new energy vehicles. According to the official information of the Ministry of Industry and Information Technology, the publicity period of this opinion draft is May 7, 2020, and social opinions can be collected through official website, letters and emails. The car prophet noticed that the "Draft for Comment" involved many contents such as amending clauses, deleting clauses and amending annexes. In the industry's view, the formulation of the new regulations further reduces the entry threshold for new energy vehicle manufacturers and products.
In this regard, Auto Prophet immediately connected Dong Yang, vice chairman of China Electric Vehicle committee of 100, Wang Binggang, head of the National Expert Group on Innovative Engineering of New Energy Vehicles, Cao He, president of Quanlian Automobile Dealer Investment Management Co., Ltd., and Zhang Xin, chief auto analyst of Guotai Junan Securities. Four experts believe that the next development of new energy vehicles should be handed over to the market, and the state's supervision of new energy vehicles has shifted from production to consumption. New energy vehicles have turned from tuyere economy to industrial economy, and market competition is the key to the long-term healthy development of new energy.
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Dong Yang: The next development of new energy vehicles should be handed over to the market.
Vice Chairman of China Electric Vehicle committee of 100? Dong yang
Deleting "design capability development requirements" in the draft for comments is not the same as liberalizing the entry threshold. This adjustment is actually the content of the government's reduction of access management, which means that the next development of new energy vehicles should be handed over to the market. In my opinion, this time is the embodiment that the government once again enhances the market role in the field of new energy vehicles, practices decentralization, strengthens supervision and improves service requirements. After the adjustment, the key lies in whether the market recognizes the product, instead of saying "if the place thinks you can do it, you can do it", and finally hand over the enterprise to the market for inspection.
It is the future trend to lower the entry threshold and raise the verification threshold, which is also the embodiment of the marketization of the new energy automobile industry. After years of cultivation, the development and progress of new energy vehicles can not only rely on the help of the government, but will eventually return to the market itself. As mentioned above, encouraging technology companies to enter the field of new energy vehicles is to adjust the field of new energy vehicles by market means.
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Wang Binggang: The state's supervision of new energy vehicles has shifted from the production end to the sales end.
Leader of the national expert group on innovative engineering of new energy vehicles? Wang Binggang
Our country's regulations on the access system of new energy vehicles are too detailed, and many indicators are actually difficult to calibrate, such as research and development capabilities and manufacturing capabilities. In my opinion, the focus of new energy vehicles is products, and products are put on the market to survive the fittest. The previous focus was mainly on the front end of production. In fact, products need more detailed laws and standards to regulate.
From the perspective of new energy development, the state's regulation of production and consumption is changing, and the focus of new energy vehicles is gradually shifting to consumption and products, which is more in line with market requirements. For enterprises, this adjustment is conducive to fair assessment. After the shift of focus, it is a long-term evaluation of the company's products and R&D capabilities, so that enterprises using old technologies can't spoil the market by inferior and cheap products.
It should be noted that OEM is actually a kind of enterprise behavior, which contains many evaluation factors. After the tightening of the consumer side, enterprises should judge whether "OEM" is worthwhile. Therefore, drafting new regulations will not trigger a large-scale OEM tide.
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Cao He: New energy vehicles have shifted from tuyere economy to industrial economy.
Chairman of All-China Auto Dealer Investment Management (Beijing) Co., Ltd.? Cao he
Through the performance of 20 19 capital market, it can be found that the enthusiasm of capital for investment in the field of new energy vehicles has decreased, the financing difficulty of new energy automobile enterprises has increased, and the financing amount has decreased. On the one hand, some new energy vehicle companies are not performing well, on the other hand, it is due to the country's tightening of new energy outlets.
Although the causal relationship is difficult to define, it can basically be judged that the way out for new energy vehicles has passed. The proposed liberalization of the access system is the embodiment of encouraging multi-party capital to enter the field of new energy vehicles at the capital level at the national level. Aiming at the market, domestic annual 1 10,000 electric vehicles have begun to take shape, which can support capital entry. In my judgment, the government now wants to open wider to the outside world, but tighten control on the consumer side.
As soon as the new regulations were drafted, the new energy sector in the secondary market showed an upward trend, but I judge that the upward trend will not last long. New energy vehicles have gradually turned from "tuyere economy" to "industrial economy", and the overall situation has stabilized, and the government has gradually returned to supervision from cultivation.
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Zhang Xin: Market competition is the key to the long-term healthy development of the new energy automobile industry.
Chief auto analyst of Guotai Junan Securities? Zhang Xin
Judging from the current new energy automobile enterprises, you can call yourself a "new automobile factory" by buying key parts and assembling them. This phenomenon has attracted a lot of capital attention, but in the early stage of real vehicle construction, the capital side failed to obtain the expected income. From the perspective of the whole country, establish the environment in advance, introduce capital to form a short-term scale quickly, and then turn it into a long-term scale after many participants join. However, in this process, many enterprises have impure purposes, and finally cash out and leave, so that everyone can find that the "threshold" can not bind some enterprises, leading to many negative phenomena such as "low-level duplication" and "serious homogenization".
So now the focus has shifted to the back end, sales end and market end. It can be found that the country is now trying to change the field of new energy vehicles through market competition. I think that if the new regulations are passed, emphasizing market-oriented competition will become the key to the long-term healthy development of the new energy vehicle market, and a healthy industrial environment will attract a large number of technology shares to further expand the scale of the new energy vehicle industry.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.