Text/"Autobot" Xing Qiuhong
When policies were introduced in various places to stimulate the automobile consumption market, the State Council's measures to promote automobile consumption once again attracted the market's attention.
On the evening of March 3 1, the executive meeting of the State Council identified three major measures to promote automobile consumption: First, extend the purchase subsidy for new energy vehicles and exempt them from purchase tax for two years; Second, the central government adopts the method of substituting awards for subsidies to support key areas such as Beijing, Tianjin and Hebei to eliminate diesel trucks with emission standards of national III and below; Three, the second-hand car distribution enterprises sell second-hand cars, from May 1 day to the end of 2023, the value-added tax will be levied at a reduced rate of 0.5% of the sales.
With the support of subsidy policy, China's new energy market is growing rapidly. However, in the second half of 20 19, when the state subsidies dropped sharply and the local subsidies were completely abolished, the annual sales volume decreased by 4% year-on-year to12.06 million vehicles. This is the first negative sales growth since the development of China's new energy industry in 2009. We can see the importance of subsidies to this market.
The introduction of measures to promote automobile consumption will undoubtedly make the new energy market "overjoyed", and at the same time take this opportunity to continue to guide the changes in the consumption structure of the automobile market. However, whether subsidies and policy levers can exert their maximum effectiveness may depend on local conditions and other policies.
Double-benefit new energy
This is not the first time to use the purchase tax as a lever to stimulate the auto market. 13 years ago, in response to the impact of the global financial crisis, the State Council deliberated and passed the Adjustment and Revitalization Plan for the Automobile Industry and the Steel Industry, requiring that the tax on passenger cars with a displacement of 10/6 liters and below be halved from 200910 to 3/February 2009.
Stimulated by these policies, the annual sales volume of China market jumped from 9.28 million vehicles in 2008 to13.6 million vehicles in 2009, an increase of 46.2%. Among them, the sales volume of passenger cars exceeded 6,543,800+million for the first time, and China automobile market became the single market with the highest sales volume for the first time.
Although times have changed, the automobile market in China has already transitioned from a high-speed growth period to a mature period. It is difficult to predict the impact of purchase tax reduction on the new energy market according to the previous performance, but everything will be different when combined with subsidies.
The original subsidies for new energy sources have declined, and the impact of the COVID-19 epidemic has dealt a great blow to the new energy market. During the period of1-February, the national new energy sales volume was only 1 1 10,000 vehicles, down 27% year-on-year. In February, the overall new energy sales volume was lower than that in the European market. Although the COVID-19 epidemic has affected the whole market, so has the reduction of subsidies.
At last year's China electric car committee of 100, some people called for postponing the cancellation of subsidies. Although China's new energy industry has developed for more than ten years, there is still a certain gap with fuel vehicles in terms of vehicle richness and product strength, and it has not yet reached the stage where it can be dominated and driven by the market. At this time, extending the subsidy to the end of 2022 can effectively alleviate the impact of subsidy recession in 2020 and the complete withdrawal of 20021year subsidy on the production and sales of new energy vehicles.
At the same time, local policies are also tilting towards the new energy market. Take Guangzhou as an example. By the end of this year, individual consumers in Guangzhou have enjoyed a comprehensive subsidy of 1 10,000 yuan per new energy vehicle.
According to industry speculation, under the policy thrust, the domestic sales of new energy vehicles will reach 6.5438+0.6 million this year, achieving an increase of nearly 30%.
It should be noted that today's benefits are not a long-term solution, but only in a special period, giving enterprises and markets more room for development. Relying too much on policy support can never really compete with fuel vehicles, and elimination is inevitable.
The "shackles" that should be released.
In the real estate industry, wedding rooms are just needed; In Beijing's new energy vehicle sales market, it is just necessary to get a new energy license. They have become the most sought-after customers of brand experience stores, supporting the main landscape of the new energy market in the capital.
How hot is it? Now apply for a new energy license in Beijing. There are 440,000 people and more than 5,000 units in front of you. In 2020, the annual quota of passenger car indicators will be 654.38+10,000, including 40,000 ordinary indicators and 60,000 new energy indicators. In other words, from now on, there will be a queue for nine years.
Not long ago, the official website of the Ministry of Commerce announced that Beijing was studying and formulating policies and measures to promote automobile consumption. In the first half of this year, no less than 65,438+10,000 car purchase targets were issued for car-free families. As soon as the news came out, it immediately boarded the hot search, but then the official explained that it was still under discussion. At the same time, the automobile market policy opinion put forward by China Automobile Association also mentioned that the license plate quota should be appropriately increased in the restricted area to lift the ban on buying new energy vehicles.
In fact, first-tier cities do not lack purchasing power, but suffer from various constraints. What is more difficult than saving money to buy a car is how to get a license. You have to shake the ordinary license plate, and the probability of winning is comparable to that of lottery. How many people have really taken root in Beijing? Only this small license plate is 44 cm long and 14 cm wide. Therefore, the news released by the new car purchase index has rekindled the hopes of countless families.
License plate is the shackle of a restricted city like Beijing. As long as we don't let go of this shackle, the amount of purchases that can be released by both the purchase tax and the subsidy policy is very limited.
If this matter is being discussed, then there is a chance to land, but it is more likely to be on new energy. On the one hand, the growth of new energy vehicles will not bring too much pressure to the urban environment, and the only test is the construction of supporting facilities and transportation facilities; On the other hand, it is also an opportunity to guide the change of automobile consumption structure, which may provide new help for "changing lanes and overtaking".
For cities with restricted purchases, the consumption power that can be released only by tax leverage adjustment and subsidies is limited. If the license plate is properly released, it can reach "1+1>"; 2 "effect. (Text/"Autobot" Xing, part of the picture source network) Copyright statement This article is the exclusive original manuscript of "Autobot", and the copyright belongs to "Autobot".
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.