New energy vehicles are like a gambling industry, the approval of the birth certificate has been stagnant for nearly a year.

The emission of new energy vehicles is relatively low, which still has a certain effect on the protection of the environment. Moreover, the higher technology of the new energy vehicles generally makes it more efficient, and some high-tech details are also designed. One bright. But now the new energy auto industry is like a gamble, whether it is the forerunner who has already entered the game, or the player who is "rejected outside the door", in this gambling game, they are not able to hold the winning vouchers, and the industry is no longer Calm and calm, even if the "access door" did not re-open, it is still taking the lead and moving the whole body.

Li Shufu, chairman of Geely Automobile (00175.HK), pointed out that there is a problem with the qualification access mechanism for new energy vehicles. He mentioned in his speech: "Some companies have obtained the qualifications for new energy vehicles, but they have no strength to produce cars. Looking for investment through 'qualification'; and many companies that have the ability to produce new energy vehicles are not qualified for production."

In fact, since the approval of the Jianghuai Volkswagen Project on May 16 last year, the National Development and Reform Commission has not updated the approved list.

During the two sessions of the National People's Congress, both the government level and the NPC deputies and CPPCC members of the automobile industry frequently mentioned new energy vehicles.

Despite this, the problem of the qualification of new energy vehicles is still a gap. The lack of “birth certificate” makes these new entrants unable to justifiably break through the first line of defense of the new energy vehicle industry. When will the approval of the investment approval for the newly-built pure electric passenger vehicle enterprise that was suddenly suspended last year be restarted?

"In fact, the current approval work is in a state of suspension. The main reason is that the approval rules for new energy vehicles at the national level have been relatively loose, the approval speed is too fast, and the players entering the game are also uneven." According to the reporter of China Business News, "When it is time to resume the examination and approval work, it is still impossible to infer. At present, the national level is still adjusting policies and regulations to regulate investment in new energy vehicles and avoid overheating investment."

Behind the approval suspension

From March 2016 to the time of suspension of approval, 15 companies have obtained the qualification for the construction of new pure electric passenger vehicles. However, it is worth mentioning that, strictly speaking, the qualifications mentioned here do not mean that the approved enterprises can carry out the marketing and sales of automobile products. After obtaining the “birth certificate” issued by the National Development and Reform Commission, they need to pass the production and sales of the Ministry of Industry and Information Technology. Licensing, short-listed in the "Road Motor Vehicle Manufacturing Enterprises and Product Catalogue", can be mass-produced.

Among the 15 companies currently approved, four companies, including Beiqi New Energy, Yundu New Energy, Jiangling New Energy and Lanzhou Zhidou Electric Vehicle, have obtained production and sales licenses from the Ministry of Industry and Information Technology, and the remaining 11 companies are still planning, R & D is in production. Judging from the public information, there are also some companies that have not heard any news about new energy vehicles.

"From a national point of view, the approval speed is too fast, and some are out of control; in addition, these car companies have not really stirred up the new energy automobile industry and played the role of a pioneer, so they called for an emergency." The source said, "Many companies take After the qualifications, there is still nothing to do, and the expectations of the country are much worse."

At present, the total capacity of 15 new energy vehicles in the 15 enterprises has been approved to reach a million units. There are also enterprises waiting in line for approval. Together with the planning of new energy vehicles for traditional vehicles, it will inevitably exceed 200 by 2020. With the target of 10,000 vehicles for this new energy vehicle, overcapacity has emerged.

In addition, the newly entered players have a jagged situation. While paying attention to the new energy automobile industry and enriching the blood of the industry, local governments are expected to be able to stimulate the development of the local economy, which will support related enterprises, such as Henan Express and Land Park. However, this will cause new players to come and go, and will also disrupt the overall development of the new energy vehicle industry to a certain extent. This has also become one of the reasons for suspending the approval of new energy vehicle production qualifications.

At present, the new energy vehicle market is hot, and a large amount of capital and players are flooding into the market. While increasing market vitality, it also increases the burden on the market. In addition, the development of new energy vehicles is still in the early stage, and the entry of a large number of players has also highlighted problems including profitability. What is imminent is how to face the pressure brought by subsidies? In the eyes of the industry, this is one of the reasons that affect the country's approval of the restoration of new energy vehicle production qualifications.

New energy vehicles are in the initial stage of the automotive industry, which also caused a series of problems caused by its immature technology. The inconvenience of maintenance and charging is also a major obstacle to opening the market. This small market with relatively small patterns is not enough to give consumers too much security.

Technology has been developing, and new energy vehicles will gradually be integrated into our lives, but this does not mean that our consumers accept it in its entirety. Can it conquer consumers and get a slice of it in the industry? Can stand the test of the market.

Another way for enterprises

Since May last year, the approval of new energy vehicle production qualifications has not been restored. According to incomplete statistics, there are still nearly 200 companies waiting in line for approval, hoping to cross the threshold of “qualification”. Making a car is a process of burning money. For those companies that are waiting to be approved, getting production qualifications one day later means that in addition to R&D investment, they have to be delayed in the financial, human and energy resources of the company. Appease investors.

"If you can't get the production and development committee's production qualifications, you can't enter the catalogue of the Ministry of Industry and Information Technology. This means that you can't produce, sell, or not, but don't talk about the later development plan. Now I hope that I can resume the examination and approval work as soon as possible and get the qualifications. "The relevant person in charge of a car manufacturer sighed. In fact, not only does this company have such expectations, but many new energy vehicle manufacturers interviewed by the reporter have similar feelings and complaints.

However, it is worth mentioning that the relevant person in charge of the National Development and Reform Commission has said that why do you have to apply for qualifications yourself? Can work with other companies to produce and sell products. Indeed, this approach is also the primary way in which companies can now achieve mass production quickly. The new forces of the car, Xiaopeng Automobile and Weilai Automobile, choose the OEM model, and cooperate with the traditional car companies Haima Automobile and Jianghuai Automobile to use their existing production capacity and vehicle manufacturing technology to ensure their smooth mass production and avoid the shortage. Bypassing the qualification level restrictions, on the other hand, we can put more energy into research and development.

In the view of Wang Binggang, head of the National New Energy Vehicle Innovation Engineering Expert Group, "I think it is better for companies to do it first, find qualified companies to cooperate, and learn from production management, quality control and manufacturing links. I believe if Quality and market response, good sooner or later will get qualifications.

Does the squid take effect?

Initially, in terms of the number of new energy production qualifications open, the industry generally believes that 10 are the most appropriate. Miao Wei, Minister of the Ministry of Industry and Information Technology, said publicly, "I hope that a few squid will come in to stir up the pool." Dong Yang, deputy secretary-general of the China Association of Automobile Manufacturers, also publicly stated that the goal of the Ministry of Industry and Information Technology is to build no more than 10 new energy vehicles. Family. The reason why there is such a saying is that these incumbents can play a leading role in driving the development of the new energy vehicle market.

"So, at the national level, the initial approval criteria and access criteria are relatively loose. The 15 companies that have obtained the 'birth certificate' are still relatively weak and do not play the role of squid stirring." Wang Binggang said. Looking at the current development of the new energy vehicle market, it is not these new players who are driving the industry. They are still inherent enterprises. In addition, these companies have not provided sufficient innovation because they enrich the new energy automobile industry. The development of some enterprises is still taking the old road.

Suspension of approval work is also quite helpless. In addition, it is also an inevitable move to curb the bubble in the industry. “Before the threshold is low, whether it is the technical level, the scale of the industry, or the investment of capital, it exceeds the previous imagination. If it is not controlled in time, it is easy to have a bubble phenomenon. "Wang Binggang said frankly.

Due to various factors, the approval of new energy vehicle production qualifications is still in a state of suspension. When to restart the qualification approval and how to restart it has become a key concern of the current enterprises. During the two sessions this year, the National Development and Reform Commission (NDRC) responded to the proposal of the National People's Congress and the Chairman of the Party Committee and Chairman of the Guangzhou Automobile Group (21.020, -0.65, -3.00%) Zeng Qinghong, "Please restart the approval of new energy vehicles as soon as possible". The investment in new energy vehicles will enable the industry to move forward and avoid overheating. At the same time, the “Regulations on the Management of New Pure Electric Passenger Vehicle Enterprises” is being revised, and will be processed as soon as possible after re-release.

However, the problem is that both of these tasks require a certain amount of time. Now, the approval of new energy vehicle production qualifications has been suspended for more than 10 months. When the next two tasks can be completed, it cannot be asserted, so this also directly leads to The approval of when it is possible to resume the production of new energy vehicles is still unknown.

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