AutoBeta(AutoBeta.net)12/31 Report--

According to the Circular on improving the Financial subsidy Policy for the Promotion and Application of New Energy vehicles issued by the Ministry of Finance and other four departments in April 2020, the implementation period of the financial subsidy policy for the promotion and application of new energy vehicles has been extended to the end of 2022. In principle, the subsidy standards from 2020 to 2022 have declined by 10%, 20% and 30% respectively on the basis of the previous year. In other words, the subsidy for new energy vehicles in 2022 will decline by 30% compared with this year, which means that consumers will have to pay more for cars, and many consumers will consider locking in the discount in advance in order to "spend less." this also led to the popularity of sales in the new energy vehicle market at the end of the year.

At a Xiaopeng service store in Sanlitun, Chaoyang District, Beijing, there is only one exhibition car in the huge exhibition hall. Three of the four exhibition cars originally in the store were sold at the beginning of the month and have not yet been replenished. The store service staff said that if you order a car now, you will not be able to pick up the car until the end of the year. If you subsidize the slope by 30% next year, and if you buy a car next year, you will need to pay up to 5400 yuan more.

The salesperson of GAC Ean said that from January 1, 2022, the price of Ean LX will increase by 4000 yuan. If you confirm the purchase of the car, you'd better place an order as soon as possible. In addition, Tesla's official website has raised the price of his products, raising the prices of domestic Model 3 and Model Y rear wheel drive models by 4752 yuan to 255700 yuan and 280800 yuan respectively. Tesla's official website states on the order page that the current product price is the starting price after the subsidy, which is derived from the price before the subsidy deducting the estimated subsidy amount for new energy vehicles in 2022. If the price of the selected vehicle is higher than 300000 yuan, the above new energy vehicle subsidy will not be enjoyed, and the final subsidy amount shall prevail with the policy issued at the time of vehicle delivery.

However, models with a price of more than 300000 yuan will not be affected, except for power-changing models. Ideal car salespeople said that since the subsidies for new energy vehicles are only for models sold for less than 300000 yuan before the subsidy, the policy changes have little impact on their sales prices.

Affected by the decline of new energy subsidies, the prices of new energy vehicles will rise after the new year, and consumers all hope to get on the bus before the subsidies fall back. According to the latest CCTV financial report, Mr. Liu, who lives in Beijing, has been getting the target of new energy vehicles for more than half a year, during which he has compared a number of car companies with a number of models, but has been hesitant. In early December, a salesperson told him that subsidies for new energy vehicles might be reduced next year and that they would have to bear more costs, which made Mr. Liu finally make up his mind to buy a car in advance.

At a Xiaopeng service store in Sanlitun, Chaoyang District, Beijing, there is only one exhibition car in the huge exhibition hall. Three of the four exhibition cars originally in the store were sold at the beginning of the month and have not yet been replenished. The store service staff said that if you order a car now, you will not be able to pick up the car until the end of the year. If you subsidize the slope by 30% next year, and if you buy a car next year, you will need to pay up to 5400 yuan more.

The only Weima W6 left in the store has been labeled "this car has been sold" at the Weimar store in Beijing's Hesheng Huihui Mall. The store's salesperson said there were no vehicles available for sale.

Xiaopeng car sales staff said that affected by the decline of new energy subsidies, sales are very hot during this period of time, because the battery supply is insufficient, production can not come, many stores show cars have been sold out, there are really no cars, we are also very worried. " In addition to stopping the booking of models, the general pick-up cycle for models that can accept orders is 8 to 9 weeks.

Before that, when the new energy subsidy went downhill, most car companies did not choose to raise prices, but helped consumers bear the cost of falling back. Today, major brands will clearly raise model prices, which on the one hand reflects the confidence of car companies in the market, on the other hand, it is also related to factors such as tight supply of power batteries and rising prices of raw materials. However, at present, some brands have also introduced a time-limited price policy, that is, they can still enjoy subsidized prices before a specified date in 2022. Salespeople at several new energy car stores said that if the specific policy of subsidizing the downhill when picking up the car has not been implemented, it will still be paid according to the price before the downhill, which does not mean that the current subsidy will be cancelled immediately from January 1.

As for the impact of subsidy slope on the market? In fact, the retreat of new energy subsidies was implemented as early as many years ago. According to the data, sales of new energy vehicles fell slightly by 4% in 2019, increased by 10% year-on-year in 2020, and accumulated 2.514 million new energy vehicles from January to November 2021, up 178.3% from the same period last year. In the short term, the decline of subsidies for new energy vehicles has an impact on the market, which will indeed reduce consumers' desire to buy new energy vehicles, but in the long run, the impact of subsidy decline on the market of new energy vehicles is limited, and growth is still a major trend.

Cui Dongshu, secretary general of the Automobile Market Research Branch of the China Automobile Circulation Association, said that the impact of future subsidies on the development of new energy vehicles may be greatly reduced, and automobile companies should consider the direction of relying entirely on the market to promote the growth of new energy vehicles in the post-subsidy era, so as to increase the product charm of new energy vehicles.

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