With the decline of subsidy policy, the business model of personal consumption has been unable to make the sales of new energy vehicles explode. Many industry leaders have said that "shared travel" will be the mainstream mode of new energy vehicle consumption in the future. Nowadays, favorable policies on sharing economy are frequent, and the east wind of sharing travel has already blown. So what can the development of shared travel bring to new energy vehicles? Will the consumption pattern of new energy vehicles in the future be based on shared travel? This is an urgent problem for the whole industry at present.
Not long ago, the National Development and Reform Commission and other eight ministries and commissions jointly issued the Guiding Opinions on Promoting the Development of Sharing Economy (hereinafter referred to as the Opinions). The "Opinions" pointed out that the current development of the sharing economy faces many problems such as inconsistent understanding, unsuitable system and imperfect guarantee. Therefore, the state will encourage ministries and local governments to formulate access policies, guide orderly competition, strengthen platform supervision, and gradually break down the industry barriers and geographical restrictions of the sharing economy.
The proposal of "Opinions" not only brings benefits to the development of sharing economy, but also provides a "fixed star" for the shared travel of the automobile industry. At present, most of the vehicles used in China's shared travel platform are new energy vehicles, such as SAIC's global car ride, SAIC's Gofun trip with Chery Automobile, and the GreenGo car rental joint venture between BAIC New Energy and Foxconn Group. It can be said that the rise of shared travel platform has become a booster for the development of new energy vehicles.
Cui Dongshu, secretary general of the National Passenger Car Market Information Association, said: "The cost of new energy vehicles is relatively low and the structure is relatively simple. In Beijing and Shanghai, it is not easy to get the license plate of fuel vehicles. Therefore, new energy vehicles have become the best choice for sharing travel platforms. "
Li Jinyong, chairman of China Shipping Tongchuang Investment Co., Ltd. believes that the subsidy policy for new energy vehicles has given birth to the rise of timeshare leasing industry to some extent. "Enterprises that manufacture new energy vehicles for time-sharing in order to obtain subsidies and licenses are far greater than those that really do shared travel business."
It is understood that this phenomenon does exist in some provinces and cities. In order to promote new energy vehicles. Local governments hope that more and more enterprises will join the field of shared travel. However, in order to prevent fraudulent compensation, at the end of last year, the Ministry of Industry and Information Technology issued a notice that the cumulative mileage of new energy vehicles purchased by non-private users must exceed 30,000 kilometers to receive state subsidies. This regulation was officially implemented on June 65438+ 10/day this year. This has curbed the speculation of shared travel enterprises to some extent.
However, new energy vehicles have formed a close relationship with shared travel, both for practical needs and under the temptation of subsidies. Therefore, the launch of the Opinions will bring benefits to the development of new energy vehicles. Gao, a partner of Evolutionary Capital, said: "On the one hand, the types of travel in China are not diversified enough at present; On the other hand, different people travel in different ways. This has created business opportunities in the tourism field. As investors, we need to take the lead in seizing the business opportunities of short-distance travel. " It can be seen that the favorable policies can stimulate more social capital to invest in the shared travel field of new energy vehicles to some extent, and also help to expand the shared travel platform of new energy vehicles.
Break down barriers and create a fair market environment
The "Opinions" also particularly emphasizes that it is necessary to reasonably define the business attributes of the sharing economy in different industries and classify and refine management. Strengthen the coordination between ministries and local governments in formulating access policies and conducting industry guidance, avoid using old methods to manage new formats, and break down industry barriers and geographical restrictions.
As we all know, regional barriers are very common in the new energy vehicle consumption market, especially in local subsidies. Liu Jianping, former director of the Planning Department of the Planning Department of the National Energy Administration, said that although the government has issued a series of encouraging policies and China's new energy vehicle industry has developed rapidly, there are still many problems in the development of new energy vehicles. Among them, it is a big problem that the central and local policies cannot be coordinated and unified. "Sometimes, the policies promulgated by the central government may not necessarily be promulgated by local governments; Local policies and industries may not necessarily respond. New energy vehicles involve many issues, including urban management, planning and infrastructure construction. Therefore, it is very important to coordinate and break down local barriers. "
The Opinions also clearly pointed out that it is necessary to break down industrial barriers and geographical restrictions and prudently introduce new market access policies. This means that the central and local policies will be further effectively coordinated. This not only promotes the development of shared travel, but also directly relates to the elimination of barriers in the field of new energy vehicles. It is also more conducive to promoting personal consumption and enterprises to buy new energy vehicles, making the market competition environment of new energy automobile enterprises more and more fair.