Quietly changing the new energy vehicle ten years planning or difficult labor

The ten-year plan for energy conservation and new energy vehicles in China has been quietly changing. The “Economic Information Daily” reporter confirmed from official authorities that after two “satisfactions”, the “Energy-saving and new-energy automotive industry plan (2011-2020)” under review may still be difficult to produce within the year; even if it is announced next year, the plan will be extremely It may be a "three-not-for-one" plan for "the central government has failed to pass the 100 billion yuan special fund program, has not mentioned the five-year extension of the restrictive quota, and the mainstream technology path is not clear."

The capital industry is eager to support the ministries and commissions to emphasize the relevant person in charge of the market-oriented Ministry of Industry and Information Technology. During the “two sessions” interview conducted by the media this year, the above plan “has been formally reported to the State Council. It is currently waiting for approval from the State Council. No accident. Industrial planning is expected to be announced in the first half of this year.” In June, another person in charge of the Ministry of Industry and Information Technology revealed that the above plan was basically completed on June 22 and was introduced within two months at the earliest. However, the two estimated time has passed and planning is still not yet available.

Regarding support from the central government, Chen Quanshi, a member of the expert group who participated in the above-mentioned planning and the deputy director of the State Key Laboratory of Automotive Safety and Energy, confirmed that the draft plan for public consultation last year had put forward a “100 billion plan” that was considered by the market to be of great interest. .

According to the plan, the central government will invest 100 billion yuan in the next 10 years, of which 50 billion will be a special fund for the development of energy-saving and new energy automobile industries, and will focus on supporting the development and industrialization of key technologies; and 30 billion yuan will be used to support the demonstration and promotion of new energy vehicles; RMB 20 billion is used to promote energy-saving vehicles that focus on hybrid vehicles.

However, a number of authoritative sources recently confirmed that the financial support measures involving the four ministries, including the National Development and Reform Commission, the Ministry of Industry and Information Technology, and the Ministry of Finance, will not be so "high profile." Among them, special funds involving plant construction, equipment purchase, etc. will be included in the national plate of fixed assets investment, while subsidies relating to “energy saving and people’s projects” and “10 cities and a thousand” energy-saving and new energy vehicle marketing will be taken from energy saving and reduction. Paid national special funds.

The above-mentioned sources stressed that the amount of special funds has not been set yet, and it will not be written into the plan. “Only a small fund will be opened to ensure that money is available this year.” In addition, the demonstration and promotion of new energy vehicles, and the replacement of infrastructure for charging and exchanging electric power are more dictated by car companies, power companies and local governments.

According to a member of the National Cleaner Vehicle Action Coordination and Leading Group, even if it is an initially determined amount of special funds for the “three vertical and three horizontal” technology research and development of new energy vehicles, it is routinely incorporated into the major projects of the National High-Tech Research and Development Program (863 Program). The first phase of this year's investment is only more than 10 billion.

Chen Quanshi explained that not saying the specific amount of money does not necessarily mean that support efforts have been reduced. If the industry develops well, state-level funds may even be higher than 100 billion in the end. "From the "Eleventh Five-Year" experience, energy-saving and new energy vehicles are never short of money. On the contrary, improper use of special funds for industrialization will easily lead auto manufacturers to repeat the mistakes of traditional fuel vehicles." Chen Quanshi suggested The government should change the funding to a loan so that the company can pay for the low level of repeated construction.

The relevant person of the Ministry of Finance also asked: "Everybody is arguing for money with the government. The German government has not paid for a penny, but in the first half of the year, it has pushed more than 1,000 new energy vehicles. How can this be explained?" Department of Industrial Coordination, National Development and Reform Commission Relevant persons also stated: “In the past, because the government had intervened too much in innovation work, most of them were paid by the government, resulting in the establishment of an interest mechanism for all aspects of innovation. The government should avoid becoming an 'athlete' in the innovation process.”

The willingness to promote private car purchase is not strong. The 5 million vehicles no longer mention the promotion targets. The Assistant Secretary-General of the China Association of Automobile Manufacturers, Ye Shengji, pointed out that the Ministry of Industry and Information Technology commissioned the China Automobile Industry Association and other agencies to compile the first draft of the draft plan last year and agreed initially. "In 2015, the cumulative production and sales volume of pure electric vehicles and hybrid vehicles will reach 500,000; by 2020, the cumulative production and sales of energy-saving and new energy vehicles will reach 5 million." In June of this year, the relevant officials of the four ministries also confirmed to this reporter that this goal exists.

However, the latest news from four ministries and commissions is that the promotion target will not be written into the plan. The public data of the Ministry of Industry and Information Technology also shows that as of June 2011, the total number of energy-saving and new energy vehicles in the 25 pilot cities exceeded 10,000, but only 1,000 of them were purchased privately by new energy vehicles.

Different from the previous expectation of increasing the subsidy for car purchases for new energy vehicles, the above-mentioned authoritative sources disclosed that the subsidy quota for “thousand vehicles in ten cities” will not increase, and the scope of subsidies will not expand, mainly because FAW, SAIC, etc. during the “11th Five-Year Plan” period. In the area of ​​private car purchases, car companies cannot sell a car, causing the “subsidy” budget to be exhausted.

The relevant person of the Ministry of Science and Technology High-tech Industry Division said: "At present, the market promotion of pure electric vehicles is still mainly in the public service sector, and private car purchase is still the biggest problem we face." The source said that the current private car buyers are mainly concentrated in enterprises. Employees are equipped with cars, as well as demonstration vehicles during the Universiade, World Expo and Asian Games. “Electric cars are entering the home in the last year or two and there is still a lot of uncertainty.”

A person from the above-mentioned National Development and Reform Commission pointed out that the promotion of the private car market cannot be started. First, some local governments have blindly applied their marketing objectives before the infrastructure and electric vehicles cancel the "Shaken" and other supporting policies. Second, some state-owned car companies It is not willing to invest heavily in the autonomy and industrialization of pure electric vehicle batteries.

This person expects: "As the pilot cities become more and more important, and the independence of core technologies such as batteries, the amount of promotion can be greatly improved next year." The above officials from the Ministry of Science and Technology also said: "We are negotiating with relevant departments and calling for parking spaces. We have made breakthroughs in supporting policies such as fees and electricity subsidies. I believe that within three years, there will be a qualitative leap forward in market promotion."

Path car companies competing for subsidy experts called for an overall plan for the exchange of electricity and other technical path selection, the relevant ministries has not yet clear, and only expressed that the exchange of electricity model is encouraged to carry out different exploration. A ministry official pointed out that this is due in part to the conflict between the State Grid Corporation of China and the car companies in the mode of charging and charging, which led to a lower-than-expected charging infrastructure construction process.

According to Xie Zicong, former general manager of the operation of the Putian Sea Oil Market and an expert on the electric vehicle business model, among the different business models for electric vehicle promotion, the first is the sales mode of vehicles and electricity promoted by national car companies such as BYD, FAW and SAIC. With battery sales, and the construction of charging stations, charging piles and other self-charging networks; Second, Hangzhou, and other "Ten Thousand Cities" pilot cities, the public car companies such as Zhongtai and other regional vehicle rental mode; Third, the State Grid Corporation of China promoted "Bare car sales, battery rental, charge and exchange compatible" mode.

“In the third model, the State Grid Corporation has mastered the battery supply for segregation of cars and vehicles, and it has replaced the vehicle companies with state subsidies for car purchases, which has caused dissatisfaction among some car companies.” Xie Zicon acknowledged, “The distribution of electricity companies in the interest There must be open-mindedness in the area, and the subsidy for buying cars from the central 60,000 yuan, local 40,000 yuan to 60,000 yuan should be shared with the vehicle companies."

However, Xie Zicon said that in the segregation mode of cars and electricity, professionals from the State Grid Corporation's station-changing station are responsible for battery handling, maintenance, and maintenance, which can prevent individual consumers from using the battery to cause losses and even spontaneous combustion accidents. In addition, sales of bare cars can not only reduce A cost, and once the battery is scrapped before the vehicle, the battery rental model can also save about 60,000 yuan in secondary costs.

However, one ministry official pointed out that this means that electric vehicles must be "powered up" at the station for a day or two, which is far less convenient than building a self-built charging pile at the door; in addition, there is only a need to divide the conventional cars into No. 93 and No. 97. Different from gasoline, with the increasingly diversified brand of electric vehicles, it is impossible to establish hundreds of replacement devices in order to adapt to hundreds of specifications of batteries. “If the stalls are too large and do not understand automobiles, it is easy to have accidents.”

A ministry official also stated that the State Grid Corporation of China, as a central state-owned enterprise, should act more as a "power wholesaler" in transmission and distribution, rather than as a "electricity retailer" in the form of a replacement station for the entire vehicle company. The source also pointed out that with the increasing popularity of charging piles with low investment (equivalent to two air conditioners), the State Grid Corporation's 100 billion yuan investment in substations across the country will be "car-free."

An industry insider who has put together a number of experts to advise the State Council pointed out that it is necessary to set up an inter-ministerial committee to establish an industrialization and commercialization development office for China's electric vehicles as soon as possible to change the current situation of multi-headed management, lack of full-time personnel, and difficulties in reunification, and change the entire vehicle. , Battery, and energy companies are fighting each other.