As we all know, subsidies for new energy vehicles and exemption from purchase tax are still important influencing factors for consumers to buy new cars.
However, on the second day of the New Deal (April 23rd), the four ministries and commissions immediately issued the Notice on Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles (hereinafter referred to as the Notice).
In principle, 2020? —— In 2022, the subsidy standard will be reduced by 10%, 20% and 30% respectively on the basis of the previous year. This is similar to the previous decline in new energy subsidies, and it should be so, and gradually let new energy vehicles re-enter the market competition.
However, the third point of the Notice mentions that "the price of new energy passenger cars must be less than 300,000 yuan (including 300,000 yuan) before subsidies can be granted. In order to encourage the development of the new business model of "changing electricity" and accelerate the promotion of new energy vehicles, the "changing electricity model" vehicles are not within this scope. "
(Screenshot from the Annex of the Notice)
At present, the prices of new energy vehicles of most China automobile brands are below 300,000 (except Weilai Automobile), while the prices of new energy vehicles of joint venture brands and imported brands are generally above 300,000 (Tesla models? 3 (except after subsidy).
First of all, seeing the point of 300,000 just restricts two popular new energy brands. First, Weilai Automobile, the manufacturer's guide price of its entry-level model Weilai ES6 starts from 358,000 yuan (starting from 338,000 yuan after subsidy); The second is Tesla, an entry-level model? 3 The manufacturer's guide price starts from 32.38 yuan (starting from 299. 1 10,000 yuan after subsidy).
This limit of 300,000 was originally intended to exclude the fiery Weilai Automobile and Tesla, but apart from the "power exchange mode" added later, it is obviously targeted, because Weilai has a "power exchange mode" among these two.
On the surface, it is to protect independent new energy brands and hope to subsidize "own people". In fact, such regulations may be the last straw to overwhelm independent new energy.
But just today, according to Tesla official website, China made Model? 3 The upgraded standard endurance and long endurance prices rose by 4,500 yuan and 5,000 yuan respectively. Current model? 3 The subsidized price of the standard battery life upgrade version is 303,550 yuan, and the long battery life version is 344,050 yuan.
(adjusted Tesla model? 3 official price)
(Have you adjusted the Tesla model before? 3 official price)
Subsidies are banned there, and prices are raised here. I feel that Tesla is not flustered at all and doesn't even want to laugh. After all, after cutting this wave of leeks, it may be only a matter of time before we can continue to get subsidies to reduce the price to 300 thousand at any time in July, and then expand the market share.
This wave has a little mentality. You won't give me a subsidy? Can I raise the price? Anyway, there are subsidies. When it is officially implemented in July, I will reduce it to less than 300,000. Counting the subsidies, everyone will feel that there are 40,000 or 50,000 less in an instant. Who will spend more than 200 thousand to buy other pure trams?
Yesterday, Li Xiang and Weibo, the founders of Li (the former founder of car home), also expressed their views on this matter.
Why do you say that? The subsidy tendency is so serious, is there any reason why independent new energy vehicles don't refuel?
Wrong, not that you are too weak, but that the enemy is too strong.
In March, Tesla Model? The cumulative sales volume is 10 160 vehicles, ranking first in new energy vehicles, and the second place is only over 5,000 vehicles.
Among all models, the sales volume ranks 1 1, but the highest price in the top ten is Camry (the highest price is 279,800 yuan).
And put this sales volume on luxury brands, Tesla models? 3 is still the first, surpassing BBA's 34C, not to mention second-tier luxury brands.
Perhaps more people are willing to believe that this is caused by the epidemic, and many car companies are still recovering, but in fact this ranking may continue.
Last week, many models? 3 car owners complained that Tesla didn't tell them in advance that there was a long-life model, which only cost 40 thousand yuan more, but the battery life was 223km higher.
Think about it, if Tesla is willing to let them add 40,000 yuan to the long-life version, what choices will these car owners make?
In other words, although they are complaining, they will still be the owners of Tesla anyway, and more people will choose Model next. 3 (long life version), Tesla will still be chosen, because at the end of this year, Model? Y will be made in China.
Then, for this wave of subsidies, can people really choose their own brand new energy vehicles through price guidance?
Of course, it may be directional! But have you ever known Tesla's price reduction space?
Before the price increase today, Tesla models? 3 Before the subsidy, the price of the standard endurance version was 323,800 yuan, and the long endurance version was 366,550 yuan.
This is a round of price reduction after domestic production, but this is the terminal price that has been reached when the localization rate is only 30%. According to Tesla's previous plan, the localization rate of domestic parts will reach 70%~80% (July this year), and it will reach 65,438+000% by the end of this year, which undoubtedly shows that Tesla's domestic models still have a lot of room for price reduction, and it is very possible to reduce the guide price to less than 300,000.
The official implementation time of the notice is July 22 this year, that is, the localization rate of parts in Tesla plan is 70%~80%. At that time, Tesla is likely to adjust the price to less than 300 thousand.
Imagine, Tesla model The guide price of 3 dropped to less than 300,000 in July, and the subsidy was 270,000 or 80,000, which was close to the price of many brands of high-end new energy vehicles. In contrast, who will consumers choose?
The end result is that Tesla can still enjoy subsidies and further occupy the new energy market and luxury brand fuel vehicle market within 300,000 due to forced price reduction. Even if self-owned brand new energy vehicles enjoy subsidies, their market share will be further occupied. What will it be like to cancel subsidies in 2022?
Of course, it will definitely be good news for the intended customers that Tesla may be "forced" to enjoy lower prices, but it will really be a "disaster" for China brand new energy vehicles, as Li Xiang said.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.