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Some officials from the Ministry of Industry and Information Technology said recently that dozens of non-automobile companies in China are applying for new energy vehicle production qualifications. It is expected that in the near future, several qualified enterprises will enter the qualification permit for new energy vehicle production. This means that the first batch of non-vehicle enterprises applying for new energy vehicle production qualifications will soon get the market entry license, and the competition in the domestic new energy vehicle market will intensify.
New energy vehicle thresholds to relax non-car companies are expected to be licensed in June this year, the Ministry of Industry and Information Technology has issued the "New Pure Electric Passenger Vehicle Enterprise Management Regulations" to support social capital and enterprises with technological innovation capabilities to participate in the research and production of pure electric passenger vehicles. This regulation has been implemented since July 10 this year.
This regulation cancels the “investment main body of new passenger vehicle enterprises must have more than three years of research and development basis for pure electric passenger vehiclesâ€, and “new electric vehicle manufacturing enterprises must submit cores for pure electric passenger car batteries, motors, electronic control systems, etc.†The requirement of no less than 5 years or 100,000 kilometers (whichever comes first) is a requirement for non-vehicle companies to enter the new energy vehicle industry.
Zheng Lixin, spokesperson of the Ministry of Industry and Information Technology, explained at the press conference held by the State Council Office on the 5th: "The basic access conditions for electric vehicles now implemented are to have automobile production qualifications. From another perspective, there is no production qualification. The company conforms to the national automobile industry policy and meets the entry requirements for automobile production. It can gradually become a manufacturer of automobiles. If it was not a car manufacturer, it has obtained the qualification for producing automobiles and the qualification for producing electric vehicles. It is also in this."
According to Miao Wei, Minister of the Ministry of Industry and Information Technology, there has been progress in obtaining production licenses for non-vehicle enterprises. Miao Wei said: "The audit work of non-car companies is under the responsibility of the National Development and Reform Commission and the Ministry of Industry and Information Technology. There are already dozens of non-automobile companies applying for qualifications. Currently, relevant experts are being organized for review. It is expected that there will be some in the near future. Eligible companies enter the scope of qualification for new energy vehicle production."
The sales volume of the new energy vehicle market has become weak. The data released by the Ministry of Industry and Information Technology shows that from January to September, the cumulative production of the whole automobile in China decreased by 0.8% year-on-year, and the sales volume increased by 0.3% year-on-year. It is basically in a zero growth trend. Compared with the same period of last year, it fell by 8.9 and 6.7 percentage points respectively.
Miao Wei said: "The total volume of China's automobile industry is already very large. The world's largest producer and seller, it is no longer sustainable to maintain such high-speed growth. Therefore, we must do the whole structural adjustment, transformation and upgrading, and change the development mode. Major adjustments. The development of new energy vehicles represented by electric vehicles is also a structural adjustment."
Meng Lei, an analyst at Zhuo Chuang Information, told the China New Auto Auto Channel: "With the continuous support of the government, China's new energy vehicles are expected to solve various problems and achieve leapfrog breakthroughs in the next few years, providing a new look for the development of the automotive industry. Growth engine."
It is reported that car companies and non-car companies are now gearing up to enter the new energy vehicle market. According to Cai Yuting, an analyst at Zhuo Chuang Information, SAIC, GAC and BAIC, together with two independent companies, Chery and Changan, and the five-group self-owned brand new energy vehicles have set a total production target of nearly 1 million units in 2020. . At the same time, Great Wall, Jianghuai, Lifan, etc. are also making efforts in the new energy automobile industry.
Long before the introduction of relevant policies by the national ministries and commissions, many non-automobile companies have already laid out in advance. LeTV, which started with a video-sharing website, and Apple, which is good at smart digital products, have announced their entry into new energy vehicles. Among them, LeEco plans to build a super-car and car Internet electric ecosystem, and increase investment in new energy vehicles.
However, some analysts are worried that under the premise that the new energy vehicle supporting facilities need to be improved, the entry of more car companies will intensify competition in the industry. "At present, the supporting facilities are not perfect, and the consumer groups have concerns. In this case, the national million-sales target still has market challenges. The excessive production and sales targets of the company may lead to fierce competition in the new energy field." However, Cai Yuting It is said that this knockout is not a bad thing, and it will force the enterprise to achieve technological upgrading and product quality improvement. This is also the key to the realization of independent brands in the future and the development goals of China's new energy industry.
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