On March 26, 2019, ministry of the Ministry of finance, industry and informatization ministry, science and technology, development is reformed appoint released jointly " the announcement that uses finance allowance policy about perfecting car of new energy resources to popularize further " (the following abbreviation " announcement " ) , new policy of fall off of round of allowance rises to surface subsequently.
" announcement " point out clearly, the regulation that issues demote element and allowance policy fall off to exit according to benefit of dimensions of car of new energy resources, cost, reduce new energy resources to multiply with level of subsidy of van of passenger car of car, new energy resources, new energy resources, discard of bad of stimulative industry superior, prevent the market is big cases to fall greatly.
Than in former years, on subsidy level and technical requirement, what new change and new requirement did allowance policy have 2019? Specific to by reach van domain with car, passenger car, new politics fall off extent after all geometry? Does policy adjust backside to predict the meeting is right what kind of influence does industry of automobile of new energy resources bring? And look this piece decompose.
Change 1: Allowance of pure report motor-car falls for two archives, the model does not have allowance under add boat 250KM
Be in pure dynamoelectric by the domain that use a car, new politics still sail according to add course of development separates archives subsidy, but simplify by the 5 archives 2018 for two archives, extent of integral fall off is in on average 50% , and boat of the add before this under the two archives model under 250 kilometers no longer accord allowance.
Specific subsidy level:
＜ of 250 ≤ R 300 with ＜ of 300 ≤ R the two archives add up of 400 is first gear, allowance amount is 18 thousand yuan;
The allowance amount cutting sb in two at the waist over 400 kilometers passes add ship half, by 50 thousand fall to 25 thousand;
In addition, new politics in mixture motivation of the type that plug phone takes the allowance amount that uses a car from 22 thousand fall to 10 thousand; Private to be not buy or multiply with the new energy resources that carries at battalion with the car, new politics according to corresponding allowance amount 0.7 times offer subsidy.
Unscramble:
From pure dynamoelectric will look by the fall off level that uses a car, the fall off extent of 300 is ＜ of 250 ≤ R 47% , ＜ of 300 ≤ R the fall off range of 400 is the biggest, achieve 60% , the fall off extent of 400 is R ≥ 50% .
Analyst of matchless car academy expresses, add boat is between 250-300 kilometer, the small-sized report motor-car with fall off relatively lesser extent, won't have on short-term and immanent sales volume too big cut; And add boat is in the car look forward to between 300-400 kilometer, can adjust the strategy, promote up or reduce the model add boat of this interval downward, with reducing the effect that allowance fall off brings to the greastest extent; Next, add boat will maintain rapidder growth in model of class of the class A over 400 kilometers, B.
Change 2: Bottom line of batteries energy density rises to progress to safety of 125Wh/kg give attention to two or morethings and technology
The subsidy level of density of dynamical cell energy also is one of objects that industry stress pays close attention to, this new politics rose again pure dynamoelectric the subsidy level doorsill that takes thickness of energy of the batteries that use a car, by lowermost 105Wh/kg was adjusted 2018 for lowermost 125Wh/kg, and highest allowance multiple criterion by 2018 1.2 times fall to 1 times.
Specific subsidy level:
125 (contain) - the model of 140Wh/kg presses 0.8 times allowance;
140 (contain) - the model of 160Wh/kg presses 0.9 times allowance;
The model of 160Wh/kg and above presses 1 times allowance.
Unscramble:
The allowance policy of the hearsay before this had promoted 180Wh/kg to the requirement of energy density, and in formal edition will still the highest and critical point of allowance is in surely 160Wh/kg, this reflected policy and did not continue density of energy of exorbitant pursuit batteries, however safety of give attention to two or morethings and technology progress.
Change 3: Doorsill of power consumption allowance and upper limit all rise
2018, relevant policy begins to be opposite pure dynamoelectric by with the car 100 kilometers power consumption (Y) the product with better performance offers perquisite. This allowance still is in this year, had farther promotion to standard of specific power consumption nevertheless.
Specific subsidy level:
Excel doorsill 10% (contain) - the model of 20% presses 0.8 times allowance;
Excel 20% (contain) - the model of 35% presses 1 times allowance;
Excel 35% (contain) the model of above presses 1.1 times allowance.
In the meantime, the type that plug phone is mixed move also have by the requirement of level of specific power consumption that uses a car rise.
Specific subsidy level:
Upright to ratio at 55% (contain) - the 60% models between press 0.5 times allowance;
Ratio is less than the model of 55% to press 1 times allowance.
Unscramble:
It is truckload that new energy resources takes index of coefficient of level of the specific power consumption that use a car the synthesis that designs advanced sex of level and technology of 3 cable system shows, involve truckload light quantify, electric drive level, it is the main index that measures development of industry of automobile of new energy resources. New politics asked to promote 5 percent to ratio of specific power consumption, 2018 is to be less than 65% . Of allowance doorsill and upper limit rise, will become follow-up country to make what technology of car of new energy resources develops way consult.
Change 4: Passenger car sheet spends n allowance to fall to pass to cutting sb in two at the waist of upper limit of allowance of 100 yuan of bicycle half
Respect of passenger car of new energy resources, compare 2018, level of subsidy of all type passenger car all by 1000 yuan / Kwh drops to 100 yuan / Kwh, fill extent of kind of fall off of pure electric passenger car quickly among them the biggest, will come from 2100/kwh directly 900/kwh. In addition, the bicycle allowance upper limit of all type passenger car also cutting sb in two at the waist passes half.
On technical doorsill, is blame fast fill unit of kind of pure electric passenger car to carry mass energy wastage (Ekg) not prep above 0.19Wh/km? Kg, density of batteries system energy not under 135Wh/kg, add sails course of development not under 200 kilometers (wait for fast law) ; Fill kind of pure electric passenger car quickly to fill fold quickly to want prep above 3C; Passenger train of mixture power of the type that plug phone (contain add form) pure report add sails course of development not under 50 kilometers (wait for fast law) .
Unscramble:
This the allowance index of pure electric passenger car is reduced very fast, total allowance reduces 50%-55% , and the allowance that sheet spends n reduces scope bigger. Nevertheless, new politics cancel total mass of system of batteries of car of new energy resources to occupy truckload scale of quality of reorganize and outfit (M/m) not prep above the doorsill requirement of 20% .
Change 5: It is good that special vehicle allowance introduces carring capacity standard to block relative advantage gently
This the bicycle allowance upper limit of special vehicle introduced new energy resources the carring capacity category of special vehicle, it is N1, N2, N3 respectively.
According to part standard:
N1 kind the carry cargo car that shows total mass of the biggest design does not exceed 3500kg, basically be small customer and small card kind model, technology of this kind of model is opposite on the low side, look forward to of blame brunt car is more;
N2 kind show total mass of the biggest design exceeds 3500kg, but the carry cargo car that does not exceed 12000kg, basically be the urban interval content such as light card shed a car, the technology is opposite stronger;
N3 kind the carry cargo car that shows total mass of the biggest design exceeds 12000kg, this kind basically is medium block kind of model again, wait like the derv car that carries inside the city.
Unscramble:
New energy resources is special car allowance drops to develop content to shed a car to stated reason drops in temperature to the enterprise action, dropped 2018 especially on the foundation of 40% , this fall off extent still is achieved 46% to 59% .
Anew politics in light of the allowance classification to these a few kinds of models, n1 kind small passenger car place is stricken bigger, allowance upper limit is only 20 thousand yuan; N2 kind light card and small customer criterion with N3 kind in serious check is same, enjoy 55 thousand yuan allowance upper limit, this is helpful for brunt blocking the stronger performance of the enterprise gently, the model gets stuck again in also showing the government is right at the same time dynamoelectric those who change encourage.
Change 6: The ground fills exit instead allowance to charge / the infrastructure such as hydrogenation
"The place should perfect policy, transfer period hind be opposite no longer car of new energy resources (bus of new energy resources and except of fuel cell car) give purchase allowance, turn to charge to be used at support (hydrogenation) infrastructure " short board " the respect such as construction and service of operation of form a complete set. If the place continues to give those who purchase allowance, will make to relevant finance allowance in the center of deduct accordingly. Will make to relevant finance allowance in the center of deduct accordingly..
Unscramble:
Of this policy making is compulsive place unlocks protectionism on one hand, it is to answer the charging with huge gap on the other hand infrastructure. Combine print and distribute according to 4 ministries and commissions " electric car charges infrastructure develops a guideline (2015-2020 year) " , to 2020, in increasing volume newly, type is filled change a power station to exceed 12 thousand, dispersive type charges picket exceeds 4.8 million, charge in order to satisfy 5 million electric cars of countrywide demand. But, up to in November 2018, the whole nation is mutual charge picket 728 thousand, the rate that finish is only 15% , breach amounts to 4.072 million.
Look in analyst of matchless car academy, after cancelling the ground to fill, the car look forward to that counts allowance policy transfers to will move price somewhat in partial market before this. It is reported, colourful comes, small roc had begun with the enterprise such as bronco somewhat movement, will adjust model price in succession. Nevertheless, also the car look forward to such as wide steam new energy resources and Biyadi expresses to carry the price changeless.
Change 7: Dial partial capital to alleviate beforehand company capital pressure
"Begin from 2019, to having the car that operation course of development asks, one share capital is moved beforehand namely after the card on the sale that finish, after contented course of development asks, can apply for to liquidate by the program. The has demand of operation course of development car of the card on the sale after policy is released, from register the day that register to rise 2 years inside those who move not to satisfy 20 thousand kilometer do not grant accessorial, buckle when liquidation time move capital beforehand. Buckle when liquidation time move capital beforehand..
Unscramble:
Active policy sets, operation car applies for allowance liquidation to need to satisfy course of development of travel of 20 thousand kilometer. Partial company report clears time long, capital takes up pressure is great, new politics system of will perfect liquidation, improve capital beneficial result, but certain level alleviates company capital pressure, let an enterprise design good product to advance, market promotion, capital matchs etc, implementation can develop continuously.
Change 8: The model that does not accord with allowance requirement is brought into recommend catalog
"Since 2019, accord with announcement to ask but did not achieve the model product of allowance technology condition also was brought into 2019 recommend model catalog. Accord with announcement to ask but did not achieve the model product of allowance technology condition also was brought into 2019 recommend model catalog..
Unscramble:
All the time since, do not be restricted what the place comes on stage to go, avoid be restricted to buy and go up the blame allowance measure such as card advantage, consumption of car of new to expanding energy resources produced main effect, and some places recommend afore-mentioned arrange bestow model catalog link up with, reason is consumed to encourage car of new energy resources, aggrandizement is not the action of allowance policy, new politics will accord with product declared to ask the model also is brought into recommend model catalog.
Change 9: Transfer period shorter and the standard is reduced
"New politics carry out since March 26, 2019, came to will be on June 25, 2019 on March 26, 2019 transfer period. Came to will be on June 25, 2019 on March 26, 2019 transfer period..
Transfer period during,
Accord with technical index asked 2018 but do not accord with car of the card on the sale that technical index asked 2019, according to allowance policy is corresponding 2018 0.1 times allowance of the standard;
Accord with car of the card on the sale that technical index asked 2019 to press the 0.6 times allowance of corresponding 2018 standard;
Transfer period during the 0.8 times allowance that the fuel cell car of the card on the sale presses corresponding 2018 standard.
Unscramble:
Considering technical reformation of car of new energy resources and the cycle that upgrade, digestive stock product needs proper time, to avoid to be opposite company produce and sale produces big effect, new politics continue to install policy to transfer period. Nevertheless, with compared 2018, transfer period subsidy level undertook reducing, bridging time is shortened by 4 months to 3 months.
Matchless brief summary:
On the whole, subsidy is new 2019 politics fall off strength is increased on the foundation 2018, 3 chunk model is average fall off 50% , till the fall off before the bottom reached the designated position 2020, was the same as stylish politics to still cancel the ground to fill, instead allowance charges / the infrastructure such as hydrogenation. Can infer, fill as the country considerably fall off, ground fills cancel, the times of dawdle of recumbent finance allowance will be not returned, industry of automobile of new energy resources also will enter the market competition phase of the real thing.
