The Decision of the Ministry of Industry and Information Technology on Amending the Regulations on the Access of New Energy Vehicle Manufacturers and Products (Draft for Comment) (hereinafter referred to as the Draft for Comment) was first published on the website of the Ministry of Industry and Information Technology, which mentioned that the Regulations on the Access of New Energy Vehicle Manufacturers and Products had been promulgated as early as 2065438+2007 65438+2007. In contrast, the Draft for Comment has reduced the number of new vehicles.
Let's look at the main changes:
1. Most of the previous requirements for "design and development capability" of enterprises entering the market were deleted and adjusted to "technical support capability";
—— The design and development requirements of new automobile manufacturing forces have been relaxed, while the requirements for the ability, quantity and post distribution of professional and technical personnel in R&D institutions have been reduced.
2. The original management regulations require the enterprise's production capacity, product production consistency, after-sales service and product safety guarantee ability 17 clause. Now the opinion draft is reduced to 1 1, including 7 vetoes. The new forces must meet these seven vetoes, while the remaining projects cannot meet more than two;
—? Although the terms are reduced, the production process is still very strict.
3, delete the original twenty-ninth, thirtieth and thirty-first, relax the requirements for the transformation of production enterprises, products meet management requirements;
-relax the requirements for the new forces that have obtained access qualifications to build cars and transform them according to the new regulations;
-relax the policy requirements of "priority access" and fully release the innovative spirit of the industry;
Among them, the "design and development ability", which has always been the core of automobile enterprises, is no longer regarded as the core index of auditing enterprises, but revised as "technical support ability", which is the biggest difference between the opinion draft and the current regulations. Market analysis indicates that this move will undoubtedly give a green light to R&D and the resource sharing of the automobile industry, but in the long run, it will lower the entry threshold for new forces to build cars.
Is the new force of making cars ushered in a more difficult year?
For the "loosening" of the opinion draft, it is not difficult for Cha Ge to infer that it is related to the decline in sales of new energy vehicles and the sudden "COVID-19" epidemic. According to statistics, in 20 19, the total sales volume of new energy vehicles in China was1206,000, which was 4% lower than that in 20 18. The market, which has always triumphed, experienced negative growth for the first time.
What's even more worrying is that last year, the sales volume of new force car-making enterprises was only 1 1, with a total sales volume of 73,000 vehicles, accounting for only 6. 1% of the new energy vehicle market, but not reaching the market share of 10%, and many of them were invested in the B-end travel market; More than 400 new energy automobile companies have successfully registered on the national platform. Excluding the new energy branch of traditional car companies, the number of new forces building cars exceeds 100, which means that 90% of new forces building cars in 2065438+2009.
If the sales volume doesn't show, the current "COVID-19" epidemic will have an unprecedented impact on the new car-making forces. A new force with less "surplus grain" than the traditional car factory is worrying about how to survive in the cold winter.
It is not difficult to see from the background that the "loosening" of the current opinion draft has indeed encouraged the accelerated development of the new energy vehicle market. Deleting "design R&D capability" is a deliberate separation of R&D and manufacturing, which has a great opportunity to promote the integration of traditional mainstream car companies and new forces, and also promotes the integration and interoperability between new forces, especially for those car-making enterprises that have not yet mass-produced or have great financial pressure.
Let go or let the market adjust?
As early as 5,438+10 in June this year, Miao Wei, Minister of the Ministry of Industry and Information Technology, publicly stated: "Accelerate reform and innovation, adopt more open and inclusive regulatory means, further relax prior access, strengthen post-event supervision, and give enterprises and markets more choices."
It is true that with the loosening of the Opinion Draft, will the chaos of the new car-making forces be even more outrageous: PPT cars are gone, and the cows with an annual output of xx thousand cars are blown up at the press conference, only to see that the concept car is not mass-produced ... ...
Perhaps the market is the ultimate testing ground for new forces to build cars? It should be noted that the "opinion draft" seems to be loose but actually tight, leaving the task of eliminating the weak and retaining the strong to the market. In particular, the state subsidies for new energy vehicles will be completely withdrawn in 2020 (Miao Wei also revealed that this year's slope retreat policy will be more moderate), which will allow the market to fully compete and bring about greater industry reshuffle.
For brands that have been launched in large quantities, how to achieve profitability without relying on subsidies is the top priority at the moment. 2020 is no longer a game of "exchanging price for quantity", and the improvement of the comprehensive competitiveness of mass production vehicles is the foundation of survival. In the "Opinion Draft", the provisions on re-inspection and special inspection of the products of vehicle enterprises that have obtained new energy are cancelled, which is equivalent to "loosening" some constraints and making them pay more attention to the improvement of product quality.
However, the reality is cruel. For some new forces, mainly A0-class electric vehicles, or those who have obtained production qualification but have not yet mass-produced, the challenge is more complicated: under the background of sharp decline in profits/inability to achieve profitability, it is increasingly difficult to raise funds. Here, they may be prompted to use new models to break the deadlock, and may even cooperate with mainstream automakers and even provide "professional OEM" brands, which is also allowed by the loose "opinion draft".
As for sound, the Opinion Draft may give birth to a new wave of power. It is not ruled out that people who are courageous and not afraid of "death" will come to this muddy water. In addition to those new forces struggling to survive, what is even more frightening is that big players have gained a firm foothold after entering the game. Toyota, Volkswagen and BBA have all started to launch pure electric vehicles in China, and Tesla in China is eager to sell the crown. Even if the high-level policy gives the green light again, it will be left to a new one.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.