2019 car market, compared to last year, still no signs of recovery. Six of the implementation of the country to speed up the replacement rate of car prices. At the same time, the development of global electrification, layoffs will follow. Looking back a year, introduced a number of major policy shift or, directly contributed to the changes of the market, followed by China’s automobile market will also bring to where it?
Six Nations implement, upgrade technology
2019 for the automotive market impact of large events most important “country six” standard practice, an upgrade from the “National Five-Year” to “national six” is not easy, for car prices, this is a test of technology.
“National six” standard called the world’s highest emissions standards, in order to give some of the reactions of time car prices, the developed countries were required “six countries a” stage and the “national six b” phase two levels. “Six countries a” is the “national five” to “country six” transitional stage, “the country six b” is the real “country six” emission standards.
“six countries a” gas vehicles was implemented this year to July 1, the city will implement in the vehicle (city buses and sanitation trucks, postal vehicles, etc.) 2020 July 1, 2021 July 1 implementation of all vehicles; “country six b” will be a vehicle for the implementation of the gas January 1, 2021, the full implementation of all vehicles on July 1, 2023.
would have expected “National six” standard in 2020 or even later implemented, suddenly advance to car prices do not simply modify the part, but to deal with a higher level of emission standards, to do a comprehensive technology upgrade. Whether in the fuel power effort is needed, or to do research on the exhaust gas treatment, level of technology far exceeds that of the “National Five” era.
As the “National six” emission standards, and has a rapid responseR & D system to improve the strength of the car companies, the competition will seize the initiative, to occupy a favorable position; the contrary, the lack of independent research and development capabilities or rely on technology imported car manufacturers will be eliminated.
vehicle emission standards improved, not only in response to the “Blue Sky Wars,” the call, but also a means to force car prices technology improved, thus promoting the development of China’s automobile technology enterprises, and international markets can be better competition.
new energy subsidies back slope, slightly better elimination
2019, for new energy vehicles, it is very torment year. Standard state subsidies in 2018, based on an average of 50 percentage back slope, overnight, a car with a different price, sales volume also kept falling.
In November, the new energy automobile production and sales were down year on year and 36.9 percentage 43.7 percentage. Among them, the pure electric car production and sales were 96,000 and 81,000, respectively, year on year drop 29.6 percentage and 41.2 percentage; plug-in hybrid sales are completed 14000, respectively, year on year decline in the percentage of 63 and 54.4 percentage. So far, China’s new energy market for five consecutive months of declining sales.
back slope of new energy subsidies, ripped the fig leaf of new energy vehicles. Technical indicators threshold is low, the influx of investors bunch of new energy vehicle market, relying on subsidies to survive.
It is now rumored abolition of all subsidies for the week before, the new energy market in 2020 will face more demanding challenge, but this is the real significance of the market – slightly better elimination. Instead of blindly subsidy policy will reduce the capability of independent innovation and technological upgrading of enterprises. With receded subsidies, new energy vehicles in the technical and performance there is still much room for development, we believe that after also bring better products to market and users.
The new double integral policy, car prices to seize the PHEV market
introduced
double integral policy main purpose is to reduce energy consumption, accelerate new energySource automobile development, improve the market share of new energy vehicles. Double integral policy requires the integration of new energy vehicles must account for 10 percent of total sales, less than 10 percent will accept the punishment, or by purchasing enough points from another manufacturer. Otherwise, due to the lack of integration, vehicle fuel sales will be affected, thus affecting the performance of the entire brand.
However, since double integration since the implementation of the policy, the result was unsatisfactory. 2019 January-April, the new energy passenger car production 340,000, up 56 points very new energy, new energy percentage points 21, far more than the 10 percent assessment ratio requirements. New energy integration appeared in the case of supply exceeding demand, it is difficult to play the role of the constraints of the market.
double integration policy in the implementation process also there is a very obvious problem, would have been able to reduce policy consumption, but the average actual fuel consumption level embodiment not fall. Therefore, the Ministry for the double integral policy has been four modifications, although the intensity is not more moderate, but it also brings a new direction to car prices.
from the Guangzhou Auto Show this year, you can find car prices get together to launch PHEV models, the main reason is these two points. On the one hand is the current market demand and technological level, level, PHEV models more in line with current market; on the other hand, the new version of the double integral favorable policies, but also to return to the field of vision PHEV car prices. After
global electrification cited layoffs storm
Since the end of 2018, the Big Three US automakers launched a massive “layoffs,” Ashkenazi Big Three have also announced layoffs: Audi 2025 We will lay off 9,500 people, in order to speed up the transition to electrification and digitization; Daimler the next two years at least 10,000 job cuts to ease the development of electric vehicles and autonomous vehicles margin pressure; BMW to lay off 6,000 people in 2022 in Germany, in order to take more funds to support development of electric vehicles.
From the above news, three major German luxury brands BBA layoffs of almost all purposes to support the development of electric vehicles. But this is only a small series fuse, after all these years and the auto industry downturn, in addition to the electric transformation of resources to optimize investment, but also reduce costs to ensure the operation of the enterprise. Development
and so a new generation of electric vehicle technology, accelerate structural reforms automobile manufacturing system, the total number of parts of pure electric vehicles decreased by 3 percent over conventional vehicles, corresponding to the number of production workers will also be cut back. Therefore, the future personnel structure of the automotive industry will be a large proportion of change.
global electrification follow the trend of development is the intelligent and social development, but not the main reason for layoffs. A change of the automobile age, as well as major changes in the automotive industry, the need for change, but also from the current market situation, this state will continue for a long time.
[summary] New energy subsidies back slope, taking over the double integral policy and the development of global electrification are clear to a theme that energy conservation is still a key element of the automotive industry. With the improvement of policy adjustment and charging facilities, the next few years will still focus on the development of electric vehicles.
Meanwhile, with Tesla’s domestic market requirements for electric vehicles will further increase the repairer of the new forces could no longer behind closed doors, and the need to further enhance their product strength. This is a challenge and an opportunity, car prices could grasp this critical juncture, they will also decide in the wave has had to withdraw from the market or Nirvana rebirth.