Original title: Qualification approval to open the door
After nearly 20 months of stagnation of the new qualifications of manufacturing of vehicles of energy, she has finally reopened recently. Recently, Henan Senyuan Electric Vehicle Co., Ltd. (hereinafter referred to as "Senyuan") and three other automobile companies have successively obtained approval of the construction of a new pure electric vehicle construction project by the National Development and Reform Commission, making the Automotive Industry Investment Management Regulation "on January 10. (hereinafter referred to as the "Regulation") The latest batch of new energy companies approved by the National Development and Reform Commission before the formal implementation. However, to date, no new vehicle manufacturing company has been approved for qualification. The industry believes that reopening this approval will undoubtedly deliver a positive signal. However, it is still not easy for a new force to build a vehicle to achieve qualifications under the "Regulations".
18 companies approved
On January 9, Senyuan received the approval of the Henan Provincial Reform and Development Commission for the approval of the company's annual production of 50,000 purely electric passenger vehicles. According to previous reports, the relevant units in Xuchang City, Henan Province, have planned 3,000 mu of land, as the production base of the Senyuan passenger car.
On January 8, Kangdi Electric Vehicle Jiangsu Co., Ltd. (hereinafter referred to as "Condit") announced that the company officially obtained an annual output of 50,000 pure electric passenger car design approval. On the same day, the Jiangsu Development and Reform Commission officially approved the annual production of 70,000 lightweight carbon fiber light vehicles by Jiangsu Guoxin New Energy Passenger Vehicle Co., Ltd. (hereinafter referred to as "Guoxin").
Kangdi, Guoxin and Senyuan became the 16th, 17th and 18th companies to qualify for the construction of new energy vehicles after 15 auto companies, including Beiqi New Energy, Changjiang Automobile, Qiansuo Automobile and Chery New Energy.
It is worth noting that the car manufacturing projects of Condit, Guoxin and Senyuan were not approved directly by the National Development and Reform Commission, but approved by the National Development and Reform Commission and the Provincial Reform and Development Commission of Jiangsu, with immediate approval .
In fact, the pure electric passenger car project of these three companies has already completed the review process of the National Development and Reform Commission before the National Development and Reform Commission suspended the construction of new energy production qualifications. The approval of the three companies is more like a "re-registration" of the National Development and Reform Commission.
It is understood that the "Regulations" canceled the approval of auto investment projects, and was completely changed to local deposit management. The entire vehicle investment projects were filed by the provincial development department and reform, and the newly built electric passenger vehicle project officially entered the era of record of the approved era.
On the surface, the new regulations will be decentralized, but in fact, the entry barrier has been improved. According to the requirements, the newly built independent pure electric vehicle company project, if it is producing passenger cars, will have a scale of construction of not less than 100,000 vehicles.
The "Regulations" require that the newly constructed pure electric vehicle independent investment project design and develop the company as the main corporate shareholder. The total number of domestic and foreign markets sold and registered in the previous two years is more than 30,000 pure electric passenger cars, or two The cumulative sales of pure electric vehicles annual products are more than 3 billion yuan.
The above-mentioned standard for corporate corporate shareholders has already ruled out the new power of the car. The reporter noted that the legal entity behind the new power of the car is usually from R & D companies, and that most new forces still need to achieve mass production.
Qualifying prospects are still bumpy
For car manufacturers, even if they can meet the "Regulations", they are only the first step to completing the road qualification.After obtaining the approval of the National Development and Reform Commission, their products still need to be approved by the Ministry of Industry and Information Technology. The binding effect of the Ministry of Industry and Information Technology in newly built enterprises still exists, and requirements are still stringent.
At the same time, the qualification to build a car is not a lifetime system. According to the requirements, the Ministry of Industry and Information Technology will disclose the new automotive power companies that have been suspended for 12 months or more, and related companies will have to go through the Ministry of Industry and Information Technology for verification.
It can be seen that if the new forces in order to solve the qualification problem in the short term, there are still only two paths that can be invoked: one to obtain qualifications indirectly through the acquisition of qualified companies, and the other is the companies automobile cooperate with OEM production. Relatively speaking, the latter undoubtedly has a faster efficiency.
Previously, the company representative of the new strength of the car has chosen to keep Jianghuai Automobile to promote its mass production delivery process. According to the latest data released by Weilai, the Weilai ES8 delivered a total of 11,348 units in 2018, leading the new force in the car.
Recently, the "OEM model" received favorable policies. In December 2018, the Ministry of Industry and Information Technology issued a document stating that "manufacturers of motor vehicles that meet the prescribed conditions can order processing and production." This means that the Ministry of Industry and Information Technology for the first time explicitly stipulated the "OEM" model for the automotive industry.
However, Zhong Shi, an automotive analyst, pointed out that the new regulations introduced by the state are mainly based on some basic requirements, which may take some time to implement them, making it difficult for new companies to enjoy the policy in a short period of time. Good.
As foreign brands and joint ventures have accelerated the deployment of new energy sources in China, it is clear that there is no time for new vehicles to wait long on qualification issues. On January 7, Tesla's electric vehicle factory in Shanghai officially began construction, and the factory will produce a series of models, including the highly competitive Model 3.
According to industry experts, from a policy perspective, new subsidies for energy vehicles will be withdrawn by 2020, while new energy products from traditional automakers will be put on the market in the same period, and the final window of new generation cars will be in 2020.. If new energy companies can not get tickets as fast as they can in the three years from 2018 to 2020, they will inevitably face extremely difficult situations in the future. Beijing Business Daily reporter Lan Zhaohui Yan Zhenyu