Development and Reform Commission qualification or restart, pure electric vehicle OEM mode may be off the shelf
ã€Development and Reform Commission qualification or restart, pure electric vehicle OEM model may be discontinued】On May 17th, 2018, the National Development and Reform Commission issued the "Regulations on Investment Management of Automobile Industry (Draft for Solicitation of Comments)", and completed the consultation on the 25th. This is another major adjustment of the automobile industry following the recent reduction in automobile import tariffs. In this adjustment, new energy vehicles have also become the main sector. More stringent audits of newly-built electric vehicles In this year's auto industry investment management solicitation of opinions, the rigorous control of newly-built pure electric vehicle enterprises was once again proposed, and China has been the first country in the new energy market to produce and sell new energy vehicles for three consecutive years. By the end of 2017, the cumulative sales volume of new energy vehicles has reached 1.8 million, accounting for 50% of the global market share. Among them, the sales of new energy vehicles in 2017 reached 777,000 units, up 53% year-on-year, and the ratio of pure electric vehicles reached 60%. . The rapid development of domestic new energy has also led to the uneven levels of the entire new energy market. When the mainstream car companies maintain sales of 5,000 vehicles a month, most auto companies are still in the embarrassing situation of single-digit monthly sales, and some zombie vehicles. Enterprise. For the new energy market, the early era of all-people vehicle makers seemed to recreate the original “Great Leap Forwardâ€. As the market matured, in 2017, the Development and Reform Commission and the Ministry of Industry and Information Technology also conducted a review of the catalogue and launched a “call-stoppingâ€. "The system will eliminate some of the downstream car companies that are defrauding car companies and have insufficient capacity. In the new regulations for subsidies to be introduced in 2018, the system of “helping the best and supporting the strong†is also adopted. The newly issued solicitation also clearly stated that companies wishing to build a pure electric vehicle project should not be allowed to withdraw funds before the project output reaches the construction standard; it is required to control the core of the vehicle control system, drive motors, and vehicle power batteries. The components have intellectual property rights and production capabilities; shareholders' existing investment projects for new-built pure electric vehicle companies have been completed and the output has reached the designated scale. It can be seen that companies that build new electric vehicles will no longer have the speculative mentality of the past. “No divestment before the great standard of project output†will also allow the shareholders of investment in new energy car companies to desperately eliminate part of the play. Investors who follow the nature of votes and follow suit will be conducive to the normal development of new pure electric vehicle enterprises. At the same time, the need for core parts and components with corresponding intellectual property and production capabilities will also reduce the possibility of “PPT repairers†to a minimum. It is on paper, that is, we often say that companies need to have the corresponding production capacity; in the end, for those investors who have had a “historical history†in the past, they will no longer have the qualification for a new-built pure electric vehicle company, but also for the new-generation car companies. A protective measure. Under this kind of control, although it cannot completely prevent the new-born from ending without success, it can guarantee the normal development of the company and play a role in improving the overall environment of the market. Development and Reform Commission qualification or restart, OEM mode may be off the shelf In the draft Opinions on Investment Management of the Automotive Industry, in addition to a more rigorous review of newly-built electric vehicles and corporations, there is a clearer standard for investment projects for newly-built electric vehicles. As we all know, new energy vehicles that want production and sales must obtain approval from the National Development and Reform Commission and the Ministry of Industry and Information Technology's catalog review. However, since May 2017, Jianghuai Volkswagen has become the 15th car manufacturer to obtain production qualifications, the NDRC has frozen its production qualifications. It has been more than one year since it was approved. The impact on the vigorous new energy market is insignificant. This time a clear requirement was put forward during the construction of the project. It is clear that the NDRC is already preparing for the issuance of a new round of pure electric vehicle production qualifications. After the adjustment, the qualification threshold for approval of production qualifications has also been upgraded. First, car companies must have R&D institutions that can realize product design, test installation, monitoring, and monitoring capabilities of the entire vehicle's operating status; the newly-built projects are pure electric passenger vehicles. With more than 100,000 vehicles and more than 5,000 pure electric commercial vehicles, it is necessary to have production processes and equipment such as body forming, painting, and assembly that are equivalent to the construction scale. Pure electric vehicles have quality assurance and perfect sales and after-sales systems. After the adjustment of the new regulations, similar products such as Jinkang New Energy and Henan Suida have not been listed on the market after they have obtained production qualifications. It is also difficult for a car company with limited production capacity to obtain the production and development committee's qualification for production. In addition, after the project was approved, "only the production of pure electric vehicle products with its own registered trademark and brand" is also a heavy news in the investment management opinions issued this time. In 2018, most of the new-power car companies that emit light and heat do not have production qualifications. Most of them adopt the mode of finding factory foundries, such as Jianghuai Weilai and Haima Xiaopeng. Obviously, Xiaopeng and Weilai do not belong to the hippocampus and Jianghuai. "Own registered trademarks and brands" does this mean that the OEM model will no longer exist? This may only be a guessing phase before the NDRC gives specific opinions. This time, the "Auto Industry Investment Management Consultation Opinions" released by the National Development and Reform Commission shows that the new energy market has become more and more formalized. After the early follow-up repairs and frauds, some powerful new energy sources have been selected. Automotive company. Strict control of auditing standards is undoubtedly a blood-exchange action for the new energy market and plays a crucial role in the sound development of the future market.
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