·The impact of national financial subsidies on new energy vehicles varies from place to place

At the beginning of 2015, while the new energy vehicles have just implemented new subsidy standards, the country has also begun to step up the next phase of new energy vehicle subsidy standards.
Recently, the Ministry of Finance, the Ministry of Science and Technology, the Ministry of Industry and Information Technology and the National Development and Reform Commission publicly solicited opinions on the promotion and application of financial support policies for new energy vehicles. In the draft for comment, it is clear that in 2016-2020, except for fuel cell vehicles, the subsidy standards for Other models will be appropriate. Retreat." Among them, the subsidy standard for pure electric vehicles and plug-in hybrid vehicles in 2017 decreased by 10% on the basis of 2016, and the subsidy standard for 2019 decreased by 10% on the basis of 2017.
Some people have interpreted this point. The new policy will follow the existing subsidy system, which emphasizes the sustainability of the policy and the determination of the country to develop a new energy automobile industry. It is foreseeable that the new energy automobile industry is expected to accelerate under the policy escort.
Judging from the current implementation situation, the degree of impact of the new energy vehicle subsidy declining system on each city is also different. At present, sales of new energy vehicles are mainly concentrated in pure electric vehicles and plug-in hybrid products. In Shanghai, because the plug-in hybrid products act as the main force of sales, the subsidy base is smaller than that of pure electric vehicles, so the shrinkage is not obvious. The pure electric vehicles represented by Beijing mainly promote the city, and the contraction intensity in terms of subsidies. It is more obvious.
The Beijing market is more sensitive than Shanghai. Because plug-in hybrid products are less dependent on charging piles, Shanghai has already included such products in the scope of new energy subsidies, and enjoys the free Shanghai card policy. Therefore, Shanghai has become a plug-in hybrid. The main battlefield. More than 2,000 Roewe 550 plug-ins sold in 2014 are all in Shanghai. It is understood that BYD Qin's sales of 12,900 units in the first 11 months of 2014 were also concentrated in Shanghai.
"In the case of plug-in hybrid cars, the 10% of the slopeback is actually not large." The above-mentioned SAIC passenger car said. According to the new energy subsidy standard previously issued by the state, the subsidy for plug-in hybrids in 2013 was 35,000 yuan. In 2014, it fell 5% to 33.25 million yuan. In 2015, it was 3.15 compared with 10% in 2013. Ten thousand yuan, a decrease of 1,750 yuan compared with the previous year.
Attracted by the Shanghai brand gift preferential policy worth up to 80,000 yuan, Shanghai consumers are not sensitive to the difference of 1750 yuan. "At present, our sales terminals are still in short supply. In 2015, we will increase the production capacity of Roewe 550plug-in." SAIC passenger car related sources said. Recently, at the first China New Energy Vehicle Consumption Summit Forum, Zhu Jun, deputy director of SAIC Passenger Vehicle Technology Center, said that as of the end of December 2014, SAIC had sold Roewe 550plug-in 2143 vehicles. In 2015, the annual capacity of this car was expanded. To 12,000 vehicles.
However, this effect also varies from city to city. For example, in Beijing, because plug-in hybrids are not included in the subsidy list of local new energy vehicles, the new energy products in this market are still dominated by pure electric vehicles. Comprehensive local subsidies and state subsidies in Beijing will be reduced by 3,500 to 6,000 yuan in 2015 compared with 2014. For models such as Jianghuai iev4 and subsidies of around 70,000 yuan, the impact is relatively obvious.
Is it more reasonable to define the sales scale?
According to some opinions, at the beginning of 2015, the state issued a draft of the 2016-2020 subsidy policy, which emphasizes the continuity of the policy to a certain extent and shows the country's determination to support the strategic industry.
In fact, since the national and multi-national governments introduced various preferential policies such as reduction of purchase tax and local subsidies and gift licenses in 2014, many companies including joint ventures, autonomy and foreign investment have all added new energy vehicles. The corresponding product.
Statistics from the Ministry of Industry and Information Technology show that in the first 11 months of 2014, China's new energy vehicles produced a total of 56,700 units, a five-fold increase over the same period last year. Among them, pure electric passenger cars produced 25,800 units, an increase of nearly 7 times year-on-year; plug-in hybrid passenger cars produced 13,600 units, a year-on-year increase of 25 times.
According to the medium-term promotion plan of the “Energy Conservation and New Energy Vehicle Industry Development Plan (2012~2020)”, “by 2015, the cumulative sales of pure electric vehicles and plug-in hybrid vehicles will strive to reach 500,000 units. By 2020, pure electric The production capacity of automobiles and plug-in hybrid vehicles reached 2 million, and the cumulative production and sales volume exceeded 5 million." However, the pessimistic voice of the market still exists. Insiders of new energy vehicle companies said that the government’s determination to promote the indispensable charging facilities for new energy vehicles is still insufficient. For example, there is still no clear statement about the huge transformation costs that must be faced behind the unified charging standards. Although the state has issued a number of support policies, there is still no detailed support in the promotion mode and implementation.
Some insiders believe that the current subsidy mechanism for subsidies in the country is defined by the timeline, but it is not directly related to the scale of sales. Therefore, it is more reasonable to define the slope-reduction mechanism or to scale the sales.

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