After several rounds of dust, the "double points" have been loose and deep.

New energy points are extended for one year

Before the "double points" management method officially landed, the Ministry of Industry and Information Technology issued a draft of the "double points" management method twice in September last year and June this year, setting the proportion of new energy vehicles in 2018, 2019 and 2020. 8%, 10%, 12% requirements.

After the second round of consultation drafts, the four major automobile manufacturers' associations of the United States, Europe, Japan and South Korea jointly sent a letter to the Ministry of Industry and Information Technology of the People's Republic of China, saying that according to the current implementation time point, the company's distance from the company was too long, and called on the Chinese government to delay the formal implementation. 1 to 3 years, and leave more flexibility.

On behalf of the China Association of Automobile Manufacturers, Dong Yang, executive vice president of the China Association of Automobile Manufacturers, also submitted a proposal for the implementation of the “double points” management method to the Ministry of Industry and Information Technology for one year.

After the “double points” management method was put to the ground, the assessment time of the new energy points with the highest degree of attention in the industry was indeed adjusted: starting from 2019, it was postponed for one year compared with the draft for comments.

In this regard, the Ministry of Industry and Information Technology said that the "double points" management method in the consultation stage, the relevant aspects put forward some perfect suggestions, involving the implementation of points management as soon as possible, relaxing the relevant annual new energy vehicle points ratio requirements, appropriate extension of the company submitted negative points compensation report Time, clear responsibility for submitting false data, etc. For these opinions, the Ministry of Industry and Information Technology conducted research and adjusted the "double points" management method in line with the actual industry. At the same time, in the process of policy formulation, the Ministry of Industry and Information Technology also issued a WTO/TBT notification to the WTO.

Dong Yang said that the "double points" management approach can reflect the government's changes in the management of new energy vehicles, from the previous encouragement to the punishment of backwardness. Previously, companies could choose whether to make new energy based on their actual situation. After the implementation of the “double points” management method, enterprises must develop new energy sources, must define the technical route of electrification, and require multinational companies to bring new energy technologies to China.

“Before, some people thought that the 'double points' management method was to block foreign brands and encourage Chinese brands. This is a misunderstanding and does not conform to the spirit of reform and opening up. Although BYD, BAIC, Geely, Changan, SAIC and other enterprises have already batched Electric vehicles are listed, but most Chinese brand companies lack product preparation, and the extension of new energy points also gives Chinese brands more space and time for development. Within three to five years, the Chinese market is mainly the world of Chinese brand electric vehicles, enough to make China Brand electric cars have grown up," Dong Yang said.

Cui Dongshu, secretary-general of the National Passenger Car Association, quickly issued a document after the "double points" management method was put on the ground. The "double points" management method is a pioneering initiative, combining the two important directions of traditional car fuel economy and new energy vehicle development. A new trend in the development of international passenger vehicles. This is China's "propeller" from the world's automobile market to the world's new automotive market, and is expected to allow enterprises to establish endogenous mechanisms for continuous technological progress, innovation and vitality.

Adjustments show the determination of industrial transformation

In addition to the one-year implementation of the newly-recognized new energy points, the “double points” management method has been adjusted in several aspects compared with the previous drafts.

First of all, the "double-point" management method for passenger car companies with an annual production and sales volume of more than 30,000 vehicles, set the requirements for the proportion of new energy vehicles, the original request for comments is 50,000. Cui Dongshu said that the reduction of the policy threshold to 30,000 vehicles will enable more small and medium-sized enterprises to be included in the assessment, to achieve a faster and bigger expansion of small enterprises, and also to facilitate the merger and reorganization of the industry and the elimination of weak enterprises.

Cui Dongshu listed 24 independent and joint venture car companies in the range of 30,000 to 50,000, including FAW Haima, Jiangling Motors, GAC Mitsubishi, Chongqing Lifan, Dongfeng Yulong and so on. Cui Dongshu said that due to the small scale of production and sales of some car companies, or the relative emphasis on commercial vehicles, it is easy to form a mixed phenomenon. Even some imported cars deliberately import less vehicles, achieving low sales and high profits, thus evading the responsibility of energy saving and emission reduction. The “double points” management approach will be a constraint on these companies.

Secondly, the “double points” management method pointed out that the Ministry of Industry and Information Technology will establish a vehicle management platform for automobile fuel consumption and new energy vehicles, and coordinate the promotion of the average fuel consumption of enterprises and the publicity, transfer and transaction of new energy vehicles. In the previous draft for comments, the Ministry of Industry and Information Technology did not involve the transfer and trading of “double points”.

For this change in expression, Cui Dongshu believes that the point transaction management platform is of great significance, especially if there are excessive lack of fuel points for enterprises, and their new energy points are used to offset fuel points, resulting in insufficient or rejected new energy points in the market. When dealing with phenomena such as transactions, government departments should play a coordinating role.

In addition, the “double points” management method stipulates that the negative energy points of new energy vehicles generated by passenger car companies in 2019 can be compensated by using the positive points of new energy vehicles generated in 2020. Cui Dongshu said that the new energy points in 2019 and 2020 can be combined to ensure that the goal of ensuring 2 million new energy vehicles in 2020 can be achieved, and it will also reduce the pressure on enterprises to a certain extent.

It is not difficult to see from these adjustments that China’s determination to vigorously develop the new energy automobile industry and promote the transformation of the automobile industry has not changed. Dong Yang reminded enterprises that after implementing the “double points” management method, enterprises should pay attention to changes in market conditions, including: Chinese and foreign brands competing in the same field, subsidies declining, market role is enhanced, application is popular, and user requirements are improved.

Foreign-funded auto companies are eager to take the initiative to start a car company

After this policy, which will have far-reaching impact on China's auto industry, many companies have expressed their attitudes and actively met the requirements of the policy to accelerate the electrification process in the Chinese market.

The relevant person in charge of Volkswagen (China) said that Volkswagen Group recently released the most comprehensive electricization strategy "Roadmap E" in the global automotive industry, which coincides with the "double points" management method just launched by the Chinese government. At present, in the Chinese market, Volkswagen has started the local production of new energy vehicles. In the next two or three years, Volkswagen will launch 15 new domestic electric vehicles in China. By 2020, Volkswagen plans to provide 400,000 new energy vehicles to Chinese customers and 1.5 million new energy vehicles by 2025.

General Motors (China) said it will work with the joint venture to meet the requirements of the management approach. Electrification is a core element of GM's strategic plan for future personal travel. Companies are expanding the spectrum of new energy vehicles in China. Plug-in hybrids and pure electric vehicles are already under planning.

Honda (China) said that Honda plans to launch a new pure electric car in China next year. At the same time, the company will continue to work hard to expand the lineup of new energy vehicles in China to meet the "double points" management requirements issued by the Chinese government.

From the position of foreign automakers, it can be seen that the "double-point" management approach is like launching a new round of industrial competition to issue guns, and urge them to quickly cut into the battlefield of new energy vehicles. For Chinese automakers with earlier efforts, the opportunities and challenges of the “double points” management approach will coexist.

Wei Hui Automobile founder and CEO Shen Hui Weibo wrote that the “double points” management method and the requirement to set new energy points in 2019 are a great decision, not only for the automotive industry, but also for the future of the whole society. Ecology has chosen the development path. As an "old driver" in the industry, he knows that it is not easy for a market with the highest production and sales volume in the world and the demand for traditional fuel vehicles to remain strong. It is not easy to firmly choose the new energy electrification route. The announcement of the New Deal has made him more Feel the honour and responsibility of Weimar.

The relevant person in charge of BYD Auto said that the “double points” management method will bring more opportunities to BYD. The new energy positive points generated by BYD can be traded in the market, bringing good benefits to the company. This kind of benefit is not only reflected in economic benefits, but also becomes a bargaining chip for these “dividers” car companies, which promotes “deep trading” such as technology sharing and industrial cooperation, and further stabilizes its market competitive advantage.