On October 8, Premier Li Keqiang presided over the State Council executive meeting. The meeting decided that "in the industries with severe overcapacity such as steel, coal, and electrolytic aluminum, no new capacity can be added. In principle, new traditional fuel vehicle manufacturers will no longer be approved."

Anqing Heng, director of the China Automotive Industry Advisory Committee, told the “Daily Economic News” reporter that the new regulations for new fuel vehicle manufacturers are strictly controlled. “The introduction of this policy is to alleviate the overcapacity of traditional fuel vehicles. On the one hand, it also promotes the development of new energy vehicles to a certain extent."

Prior to this, the National Development and Reform Commission and the Ministry of Industry and Information Technology have successively issued drafts of “carbon allowances” and “fuel consumption, new energy points” management methods. The intensive introduction of the automobile industry policy is considered to be the "two-handedness" of regulating the development of traditional vehicles and promoting the upgrading of new energy vehicles.

Almost in sync with China, the plan to reduce emissions by 80% to 95% in 2050 is very difficult. The German Federal Senate recently passed a resolution to sell only zero-emission passenger cars from 2030.

The global automotive market has entered a competitive race for new energy vehicles. Ye Shengji, deputy secretary general of China Association of Automobile Manufacturers, predicted to the reporter of "Daily Economic News" that China, as the largest market for traditional vehicles, will account for 20% to 30% of the total sales of new energy vehicles by 2030, if The supporting facilities can keep up with the opportunity to reach 50%.

Traditional fuel car companies "only reduce or increase"

After a new car joint venture, Beiqi Fick, was exposed for less than a month, the State Council executive meeting decided that “the new traditional fuel vehicle manufacturing company will no longer be approved in principle.”

"If the new company has already filed a declaration before, there may be a possibility of passing. If it is declared after the policy is issued, the possibility of passing it is very small." Industry experts told the reporter of "Daily Economic News".

Previously, according to media reports, BAIC Group will cooperate with Fiat Chrysler to establish a new joint venture company in China. After the establishment of the new company, it may produce Dodge and some Chrysler models. There are even reports that the name of the newly established company is "Beiqi Fick".

"Daily Economic News" reporter learned that Chrysler models are biased towards large SUVs and pickups. If a new company is established, the new company is likely to be a "new traditional fuel vehicle manufacturer", and according to the new policy of the State Council, such new enterprises will It is difficult to obtain approval approval.

Regarding the question of whether the new company has been declared, the reporter interviewed the relevant person in charge of the public relations department of BAIC Group, and said that it is not convenient to disclose relevant information at present.

In principle, it is no longer approved to build a new traditional fuel vehicle production enterprise. Does it mean that the new traditional fuel vehicle enterprise has completely closed its doors?

In this regard, Ye Shengji, deputy secretary-general of the China Automobile Association, told the reporter of the Daily Economic News: "In principle, in the general case, if there are special circumstances, such as a new company, the fuel consumption is controlled very low through new technologies. It is not impossible to pass."

Although Ye Shengji does not completely block the entrance of the new traditional fuel vehicle company, he also said that in terms of the current automobile market in China, the production capacity is already excessive, and the probability of “special circumstances” is very small. .

In this regard, some analysts believe that the Chinese auto market has stabilized. The formation of several major automobile groups represented by the above-mentioned automobile group (600104, shares), BAIC Group and Dongfeng Group has been formed, and the technology and system are quite mature. Under this circumstance, the newly established traditional automobile enterprises face difficulties such as weak competitiveness. Therefore, from the perspective of the market, the significance of newly established traditional fuel vehicle enterprises is not significant.

2030 new energy vehicles are expected to exceed 50%

As far as the new policy is concerned, the road to new traditional fuel vehicle companies is limited, and new vehicles must be developed in the direction of new energy vehicles. In this regard, An Qingheng told the reporter of "Daily Economic News" that "the introduction of the new policy will, on the one hand, alleviate the overcapacity of the traditional fuel vehicles; on the other hand, it will promote the development of new energy vehicles to a certain extent."

At present, new energy vehicles are developing rapidly, and countries all over the world are reducing the proportion of traditional fuel vehicles to the total number of vehicles and increasing the proportion of new energy vehicles.

Recently, foreign media reported that due to the difficulty of achieving 80% to 95% reduction in 2050, the German Senate proposed to sell only zero-emission passenger cars from 2030. Although the proposal has not yet been passed, it is not difficult to see that under the rigorous emission reduction tasks, while slowing down and restricting the development of fuel vehicles, promoting the development of new energy vehicles is the global energy conservation and emission reduction background, the automotive industry. Future development direction.

For the energy saving and emission reduction of automobiles, China also has strict requirements and plans. According to the average fuel consumption requirements issued by the Ministry of Industry and Information Technology, by 2020, the average fuel consumption of China's automobiles needs to reach 5.0L/100Km.

Not only that, on August 2 this year, the National Development and Reform Commission Office also issued the "New Energy Vehicle Carbon Quota Management Measures (Draft for Comment)"; on September 22, the Ministry of Industry and Information Technology also released "Enterprise Average Fuel Consumption and New Energy Vehicles" Interim Measures for the Parallel Management of Points (Draft for Comment). Both drafts are intended to control the development of traditional fuel vehicles while promoting the development of new energy vehicles.

In the management method of new energy points, the Ministry of Industry and Information Technology clearly pointed out that from 2018 to 2020, the proportion of new energy vehicles is 8%, 10% and 12% respectively.

Ye Shengji told the reporter of "Daily Economic News": "From the current situation, it is expected that the proportion of new energy vehicles in China will reach 20% to 30% in 2030. If the development of power battery technology is good, the possibility of breaking through 50% is also existing."

Regarding the impact of the new policy on new energy vehicles, An Qingheng told the reporter of "Daily Economic News" that "the decision of the State Council Standing Committee will, to a certain extent, cooperate with the implementation of the two points management methods to jointly promote the development of new energy vehicles. ”

An Qingheng further pointed out that under the combined effect of several regulatory policies, it is difficult to create a new traditional automobile enterprise in the future, while the existing traditional automobile enterprises will also undergo transformation, on the one hand, to increase the development of their new energy sector; On the one hand, it will also reduce some of the fuel car models.

Cui Dongshu, secretary-general of the Association, said: "With the rapid development of the country's new energy vehicles, the future car market may only have new energy vehicles. The country will prevent overcapacity and allow more advantageous resources to enter the new energy vehicle field. In planning for the development of the automotive industry in a proactive manner, companies need to recognize and value the development trend of the industry."

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