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After the sharp reduction in subsidies, the worries of the new energy industry have gradually emerged. Wang Yongqing, general manager of SAIC GM, said during the Guangzhou auto show that pure electric cars are not the real demand of consumers, and building electric cars is far from a profitable business, and car companies are under great pressure.

He also explained the embarrassing situation of the development of new energy vehicles so far. Wang Yongqing revealed that electric cars are mainly purchased from individuals, and most of them are digested by the travel market. for example, only more than 100,000 electric vehicles were sold to individual users from January to September 2019, and the rest were put into the B-end travel market. "if the two problems of high battery cost and low residual value of second-hand electric vehicles cannot be solved, the real demand will be difficult, and it will be very difficult for car companies," says Wang Yongqing.

Of the nearly 900000 new energy vehicles, only more than a hundred thousand are privately purchased, which is a very heavy figure. According to data from the China Automobile Association, from January to September, the production and sales of new energy vehicles in China completed 888000 and 872000 respectively, an increase of 20.9% and 20.8% respectively over the same period last year. What has changed greatly is that after a sharp decline in subsidies in the second half of the year, sales of new energy vehicles declined for four consecutive months, and the decline tended to expand. What is more serious is that China, as the largest new energy market in the world, is likely to have negative growth in new energy vehicles this year.

He Xiaopeng, chairman of Xiaopeng Motor, expressed the same concern, saying that the split of China's new energy vehicle data would only sell tens of thousands of vehicles to real consumers. "the data after the split is very heavy, and there are more and more problems behind it."

The sales volume of new energy vehicles in China has jumped to the first level in the world since 2015. From 2012 to 2015, the sales of new energy vehicles in China were 12000, 17600, 74700 and 331000 respectively. Affected by subsidies, the growth rate slowed down to 507000 vehicles in 2016. Sales of new energy vehicles reached 777000 in 2017, up 53.3 percent from the same period last year, and 1.256 million in 2018, up 61.7 percent from the same period last year. The growth rate of new energy vehicles slowed down again in 2019, and the set sales target of 1.5 million vehicles for the whole year has been unable to be met.

The rapid development of new energy vehicles is mainly due to the continuous launch of the travel market, and private purchase is mainly limited by the local license restriction policy. When taxis, ride-hailing and buses are replaced by new energy vehicles, the market is saturated, which directly leads to a sharp drop in demand. At the same time, the lack of emotion of individual consumers to buy new energy vehicles voluntarily and the lack of relaxation of the urban electric vehicle quota will affect sales to a great extent.

Wang Yongqing believes that electric cars are not the real demand of consumers. Throughout, the demand for electric vehicles mainly comes from policy factors, and it is difficult to form a real market driving force at present.

In the face of the "sharp decline" of the new energy vehicle industry, Dong Yang, former executive vice president of the China Association of Automobile Manufacturers, strongly called on Beijing and other cities to relax the limit on electric vehicles. for example, Beijing increases the target of more than 100000 new energy vehicles a year, other restricted cities can be less, and the total amount of national relaxation should reach 300000 to 400000 vehicles per year, which can meet the needs of the majority of users. It can also alleviate the downward trend of new energy vehicle sales.

Policy push is an unavoidable topic in the new energy industry. Minister of Industry and Information Technology Miao Wei made it clear at a press conference of the State Information Office on September 20 that it is necessary to unswervingly adhere to the national strategy of developing new energy vehicles, and at the same time promote the accelerated integration of automobiles with energy, transportation, information and communications industries, and promote the development of intelligent network connected vehicles.

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