AutoBeta(AutoBeta.net)03/25 Report--

A few days ago, the Ministry of Commerce of Beijing released a message on its official website that "Beijing is studying and formulating policies and measures to promote automobile consumption", and then withdrew the article. As the official said that the article has not yet been studied and demonstrated, which has aroused public concern and misunderstanding, an apology is hereby issued.

According to the news that "Beijing is studying measures to stimulate automobile consumption" released by the Ministry of Commerce yesterday, automobile consumption is the largest commodity category in Beijing's commodity consumption. In 2019, the retail sales of automobile goods, which accounted for 13.8% of social zero, fell 8.0% year-on-year (the national growth rate was-0.8% in the same period), pulling down the city's social zero growth rate of 1.3 percentage points.

To this end, in view of the impact of the sudden epidemic on the consumer market, Beijing is studying and formulating policies and measures to promote automobile consumption. Among them, the first is to launch the policy of phasing out and updating high-emission old cars as soon as possible, release some indicators of the stock of old cars, and convert them into contributions to the consumption of newly purchased cars by setting subsidies and incentives and a time limit for car purchase during the year. Second, for new energy vehicle demand families in this city who do not have cars and are waiting for them, no less than 100000 car purchase indicators will be released in the first half of the year to promote car purchase consumption by families with rigid demand, which is expected to be rapidly transformed into consumption increment within this year. The new social zero will be about 20 billion yuan. The third is to study the introduction of special minibus license plates limited to the suburbs, which are not included in the regulation and control index of motor vehicle ownership in the city, effectively meet the suburban family car purchase and travel needs, and at the same time, orderly guide non-capital function relaxation and regional coordinated development.

As soon as the news came out, it quickly aroused social concern. But some people have put forward the idea of stimulating car consumption (which has not been proved by research). In this regard, the Beijing Municipal Bureau of Commerce apologized through the official Weibo on the 25th: "Beijing's measures to stimulate automobile consumption" have not yet been studied and demonstrated, and we deeply apologize for the misunderstanding caused to the public! "

Sales in China's car market fell for the first time in 28 years in 2018 and widened to 8.2% in 2019, so that the domestic car market has declined for two consecutive years. Originally, many institutions predicted that China's automobile market would bottom out and pick up in 2020, but it was again affected by the COVID-19 epidemic, so that the domestic automobile market suffered a severe setback in 2020, and the environment of the car market remained depressed.

Affected by the COVID-19 epidemic, according to the statistics of the China Association of Automobile Manufacturers, domestic car sales in February this year were only 310000, down 79.1% from the same period last year. Sales have declined for 20 consecutive months compared with the same period last year, which is the highest in history. Almost without exception, all car companies declined, and even 24 car companies had zero production.

Therefore, in the face of the declining market, stabilizing and boosting automobile consumption, it is urgent to introduce relevant automobile rescue measures. Led to the Ministry of Commerce, the National Development and Reform Commission, the China Automobile Association and other ministries and industry associations issued proposals to boost the car market. According to the previous domestic many places have issued relevant policies to stimulate automobile consumption, including Foshan, Guangzhou, Changsha and other cities.

In the face of the promotion of new car consumption in many places, whether Beijing, which has restricted automobile consumption for a long time, has introduced stimulus policies has also attracted a lot of attention, so that the "measures to stimulate automobile consumption in Beijing" has caused an uproar. However, due to the lack of inclusive effect of the policy at present, the feasibility of the policy still needs to be tested, and the official has deleted the message.

According to the measure, no less than 100000 car purchase targets will be released in the first half of the year, mainly for families who do not have cars and are waiting for new energy vehicles in the city. At the current wheel number speed, it will not be fully digested until at least 2028, so this measure is undoubtedly a great benefit to most consumers who have not yet been ranked, as well as the development of new energy vehicles, but some people in the industry believe that the current rapidly expanding number of new energy vehicles may not be satisfied in terms of supply such as charging stations, and bring more impact at the same time.

In addition, Cui Dongshu, secretary-general of the Federation of passengers, believes that local policies are not very effective in promoting automobile consumption. "although the local rescue policy at this stage has a certain positive significance, it mainly focuses on the replacement group, and there is not much support for the first-purchase group consumers, that is, those who do not have a car."

"at present, auto companies' overseas markets are blocked, exports are in a serious downturn, domestic tax cuts and fee cuts, and policies to promote consumption will certainly be accelerated, such as halving the purchase tax," he said. "

Although automobile, as a traditional bulk consumption, has a significant impact on the overall domestic economy, it is also one of the upstream and downstream industries that affect the most people. "stabilizing traditional bulk consumption such as cars" has become an important decision-making deployment of the government after the epidemic, but there is still too much uncertainty about the future market.

According to the latest forecast of the China Association of Automobile Manufacturers, if the epidemic is effectively controlled by the end of March, production and sales are expected to decline by about 45% in the first quarter and about 25% in the first half of the year. Cui Dongshu believes that due to the long chain of the automobile industry, it is difficult to fully resume production, and it is expected to return to normal only after May. As a result, the auto industry will remain in the doldrums.

Welcome to subscribe to the WeChat public account "Automotive Industry Focus" to get the first-hand insider information on the automotive industry and talk about things in the automotive circle. Welcome to break the news! WeChat ID autoWechat