With the golden period of “Golden September and Silver 10â€, the production and sales of new energy vehicles in September were 43,000 and 44,000 respectively. The chain increased by 15.8% and 2.4%. Even in the car market experienced a "cheat car list list publicity" storm, but the market performance is still very strong, the market has not appeared before the industry has been worried about the significant decline in production and sales.
Recently, the Automobile Association held its monthly sales information conference, the meeting launched a major discussion about the impact of the new energy vehicle market development as well as low-emission vehicle purchase tax cut policy brings.
Although the performance is better than expected, it does not mean that the production and sales of new energy vehicles can meet expectations this year.
In this regard, the Deputy Secretary-General of the China Automobile Association Shi Jianhua said: "The list of fraudulent car dealers will inevitably affect the total score of this year's new energy car market." Not only that, the China Automobile Association has also reduced the original sales target of 700,000 to 500,000 vehicles.
In fact, only 60.4% of the new target was completed in the first nine months of this year. If you want to achieve the expected vision, you will need to complete an average of 66,000 units per month in the fourth quarter. According to the current market growth rate, the sales volume of over 60,000 vehicles does not have much difficulty.
The fraudulent incident may affect the fourth quarter results
Although the China Automobile Association has adjusted its sales target to 500,000 units, it still needs to work hard to achieve this goal.
"In addition to the list of the five companies that were first announced, two other companies involved in fraudulent compensation also surfaced, and the fraudulent incident is still going on." Industry insiders said that the fifth batch of catalogues has been delayed. Judging from the scam, the storm has not only affected the new energy car companies but also the power battery companies.
Earlier, some media have exposed more than 90 companies that have new energy deception. Although the news was not officially confirmed. However, from the perspective of the seven companies that have been exposed one after another, there are still fraudulent and subsidized vehicles that have not been made public, which has become a "heart knot" in the industry.
"Now it has entered the development period of the fourth quarter. Although the production and sales of new energy vehicles have not been affected in September, the fifth batch of unpublished and fraudulent incidents are still going on, which is likely to affect the production and sales in the fourth quarter. Experts said that whether the fourth quarter can meet the standards is still an unknown. After all, the new energy auto industry relies too much on policies.
The same "blue thin mushroom" is also the upstream and downstream industries, after the author wrote about the fraudulent incident delayed the subsidy distribution, the first to lay the gun is the power battery business, "returning difficulties, long period of accounts" become a power battery company A common phenomenon. "The problem of returning money is to the thigh of the development of power battery companies."
The company that is not in the catalog is really hurt.
On August 12th, the “Regulations on the Administration of New Energy Vehicle Manufacturers and Products Access (Revised Draft)†issued by the Ministry of Industry and Information Technology showed that the catalogue of power batteries will no longer be rigidly bundled with “new energy vehicles and product accessâ€, which means Entry into the catalogue is no longer a necessary condition for obtaining subsidies.
However, power battery companies still attach great importance to entering the fifth batch of catalogues. For companies that have entered the battery catalog, the quality and performance of their products have passed the national review, which makes it easier to gain market recognition and gain more market share.
Halfway through October, I thought that the fifth batch of enterprise catalogues of the "Automobile Power Battery Industry Standard Conditions" announced in September will not be bubbling, so for the power battery companies that are not in the catalogue, it is really " The edge of life and death."
At present, the industry has almost no knowledge of the progress of the specific deadlines and material review of the fifth batch of catalogues. The delay in entering the battery specification catalog has put tremendous pressure on many power battery companies. Then, is the catalogue delayed to be released and related to the fraudulent incident?
In this regard, some insiders said that "the main energy of the Ministry of Industry and Information Technology is in the verification of fraud, subsidy model standards, etc., the fifth batch of catalogue schedule may be suspended."
When is it suspended? This depends on the progress of other major events.
The best result is that the fifth batch of catalogues will be announced at the end of the year. The worst result is that until 2017, everyone will hold on.
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