A double-edged sword, Keqiang's economics takes into account the mid- to long-term new energy stimulus strategy and is suitable for the current Chinese auto industry.
Recently, the National Development and Reform Commission announced the news that it is prepared to raise the subsidy threshold for new energy vehicles, supplemented by a strategy for strengthening management to replace the overly broad new energy subsidy policy in the past. Obviously, this is a strategic idea that takes into account both short-term stimulus and long-term growth. Behind it, it is undoubtedly the main theme of Xi’s new economic development and the pursuit of high-quality and cost-effective economic development.
In the past few years, China has launched several stimulus policies for car consumption, such as the home appliance car to the countryside in 2011, and the subsidy policy for energy saving and environmental protection, which has played a role in the development of low-end cars in China, especially the development of small-discharge cars. Good promotion. According to incomplete statistics, there are more than 5 million cars that enjoy the subsidy policy. This number is close to 20% of the sales volume in the automotive market in the past two years. Although it cannot be said that 20% of consumers do not purchase new cars without new energy subsidies, this subsidy will promote the sales of cars for low-end consumer groups. And the guiding role is still very important, especially for rural buyers. Because thousands of dollars are very attractive to rural buyers, especially when it is announced that this policy will be abolished, many people are actively buying.
With the cancellation of the policy in June last year, the automotive industry has been very embarrassed and expects similar policies to be introduced again. However, under the background of stabilization of the macro economy as a whole, the stimulus policy that the auto industry has been trying to achieve has not really come out. Now I finally see a glimmer of hope. It really makes people in the auto industry feel excited.
But overall, we should see that even if a new energy subsidy policy is introduced this time, it will be different from the past based on short-term stimulus. Manufacturers should not regard it simply as a short-term strategy, but should instead treat it as a short-term strategy. As a medium to long-term development strategy, and correspondingly develop new energy strategies for enterprises.
A prominent feature of Xi’s strategy for economic development under the New Deal is the combination of short-term strategy and long-term strategy, not to sacrifice long-term strategy as the premise, and to increase short-term strategy. This is a very important feature. It is also a very responsible value. It is a principle that should be adhered to as the leader of the government after China’s economic development has reached this stage. Because it is different from dealing with the world-class economic crisis in previous years, current policies do not need to, and should not sacrifice the long-term development of China's economy to accommodate short-term interests. The adjustment of the new energy subsidy strategy for automobiles is exactly the manifestation and display of such a big idea in the automotive field.
For the automotive company, I think that combining the background of such a large industrial development policy should at least carry out the following tasks:
First, we must understand clearly that the main directions and technological development trends of the development of new energy strategies in the short- and medium-term period must not only focus on new energy technologies that can be implemented and implemented in the near future, but also select medium- and long-term suitable technologies from the perspective of building competitive advantages. Routes and development directions to achieve breakthroughs. For example, the short term is a hybrid car, an electric energy car, or another new energy car.
Second, we must clarify the development path of energy-saving technologies, such as the engine itself, the key materials, and the engine power portfolio, what breakthroughs are made.
Third, we must not be eager for quick success and instant benefit. We must establish a professional team, and we must not be able to paint a prison. We only seek talented people from inside the company. Instead, we need to integrate domestic talents. It is the entire international talents, like the two bombs and one star, using economic power. , Integrate global, especially national technical resources, and make active breakthroughs in key technology areas.
Chinese auto companies should, in accordance with the design and requirements of the medium- and long-term strategies of China's economy, truly take out funds and resources, and at the strategic level, invest sufficient energy to develop and promote the development of new energy, especially at some key angles. Position, make great efforts, and make great efforts to find world-class automotive technologies at home and abroad, and strive to make a qualitative leap and essential breakthrough in the new energy field. This is the focus of current economic policy and the result that we hope to see.
In fact, many of today's automotive industry energy-saving and environmental protection technologies are already very mature, or although not yet mature, they are already very clear in principle. The key is to make breakthroughs in manufacturing processes and manufacturing methods. Such a technological breakthrough can, on the whole, actually be within the grasp and control of automotive companies. The key is to focus on energy, eliminate bureaucracy, truly integrate into excellent talents, and create a favorable environment for positive development.
From this perspective, the state raises the strategic threshold of the industry, raises the threshold for new energy, and strengthens the supervision and control of new energy vehicles, and on this basis, appropriate support and active guidance can just be very effective in the energy conservation and environmental protection technologies of Chinese enterprises. The actual impetus, at the same time, this high threshold can also help auto factories change their mentality of eager for quick success and focus on the fundamental areas that can all produce benefits in the medium and long term, and achieve essential breakthroughs.
From this perspective, we can see that similar policies can actually be promoted. Applying this modest strategy for both medium-term and short-term considerations to the key areas that determine the future of China, formulating active fiscal policies and subsidies for these areas, and promoting enterprises to formulate the correct technology strategy under the stimulation of macro policies. And investment programs, thus, to create China's new economic high-quality growth pole. From this perspective, we are very happy to see the new energy subsidy policy for the automotive industry being set up early.
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