** The new bus after the bus will be released

The annual national two sessions officially ended last week. For the people and all walks of life, the two sessions are a good window for understanding policy orientation in the next year or even longer. As an important automobile industry in the national economy, the rapid development in recent years and its entanglements with various social issues have attracted much attention in many aspects. Governance of traffic jams and automobile development, improvement of air quality and improvement of environmental standards, changes in work style and official vehicle reform, implementation of technological innovation and development of new energy vehicles, etc., make many people eager to explore through the two sessions.

Topic 1 The era of PM2.5, the upgrading of automotive environmental standards from the end of last year to the beginning of this year, Beijing and North China were covered by haze, the PM2.5 index remained high, air pollution has become the focus of discussion in all sectors of society, the automotive industry is also For a time, it was pushed into the cusp of the storm. Some experts believe that due to the continuous increase in the number of car ownership in recent years, emissions have increased, resulting in air pollution. However, some people believe that dense population, industrial development, and coal-fired heating are also the causes of hazy weather. Automobiles are not the culprit.

At this year's two sessions, air quality protection has become a hot topic for many delegates. There are a number of proposals concerning the upgrade of automotive environmental standards.

In its “Proposal on Air Quality Legislation”, Li Shufu, chairman of Geely Group, proposed to increase the emission standards of all equipment and facilities that contain carbon-based fossil fuel as energy, and reduce the total amount of PM2.5. Jiang Jinhuai, chairman of the JAC Group, mentioned in his "Relevant Suggestions on the Upgrading of Diesel Vehicle Emission Regulations": If it is necessary to quickly implement emission regulations, resource protection is a prerequisite. It is recommended that the country accelerate the pace of oil upgrades and it must go ahead of the official implementation of the emission standards.

In this year's "Government Work Report", the same content of environmental protection, energy conservation and emission reduction was highlighted. Among them, the following measures are proposed: to promote energy conservation and emission reduction and ecological environment protection; to revise the ambient air quality standards and to increase the PM2.5 and other monitoring indicators; We will vigorously promote the conservation and recycling of energy resources, focus on energy conservation in industries, transportation, construction, and public institutions, control total energy consumption, and reduce energy intensity, material consumption, and CO2 emission intensity.

【Relevant regulations & system】

At present, for the protection of air quality, the existing laws in China are the "Environmental Protection Law of the People's Republic of China" enacted in 1989 and the "Law of the People's Republic of China on the Prevention and Control of Atmospheric Pollution" promulgated in 2000, and some provinces and municipalities are required by relevant laws and regulations. The Air Pollution Prevention Regulations have been formulated.

In terms of automotive emission standards, China generally adopts the European standard system. Since February 1, 2013, Beijing has taken the lead in the implementation of the fifth-phase motor vehicle emission standards (equivalent to Euro V standards) in China. On the other hand, for the oil product standard, in addition to Beijing, Shanghai, Shenzhen, Guangzhou, and Nanjing, the five countries that implement the National IV standard oil products are still the country III standard oil products in most parts of the country. On February 6, 2013, the State Council Executive Meeting decided to accelerate the upgrading of oil quality. On the basis of the release of the fourth phase of vehicle gasoline standards, the AQSIQ and the National Standards Commission will issue the fourth phase of the vehicle diesel standard as soon as possible. The transition period to the end of 2014; the end of June 2013 before the release of the fifth phase of vehicle diesel standards, the end of 2013 announced the fifth phase of vehicle gasoline standards, the transition period to the end of 2017.

【expert's point】

Car analyst Zhang Zhiyong believes that the frequent occurrence of hazy weather will prompt the country to make up its mind to accelerate the pace of air improvement and the upgrading of automobile emission standards. Promoting car companies to produce more models that meet the standards requires the government to impose corresponding policies to restrain them. “This requires 'a national chess game', not only for first-tier cities, but also for second- and third-tier cities to accelerate the implementation of the standard upgrade policy. At the same time, through the implementation of tail gas testing and other means to market guidance, prompt more consumers to purchase in line with the latest national emissions. The standard model." said Zhang Zhiyong.

In addition, some experts believe that the impact of low-level models such as air pollution, State II, and State I is relatively greater, and the state should accelerate the elimination of such low-standard vehicles while implementing the standard upgrade of new vehicles. According to Li Kunsheng, director of the Vehicle Emission Management Office of the Beijing Municipal Environmental Protection Bureau, about 1.5 million vehicles (including yellow-label vehicles) are currently under Beijing's National II and below standards.

Topic 2 The official New Deal will be released After the preheating of the past two to three years, the policy of purchasing official brands for official vehicles has finally entered the implementation phase. According to sources, the new standard for purchasing official vehicles may be formally implemented after the two sessions. At the two sessions this year, the topic of official cars was also naturally discussed by members.

The "2012 Catalogue of Selected Vehicles for Official Vehicles for Party and Government Organs (Draft for Soliciting Opinions)" promulgated last year is expected to usher in the official version. At the same time, a revised version of the official vehicle procurement standard for leading officials at or above the ministerial level will also be released.

It is reported that the latest standards for the procurement of official vehicles under consideration include: the proportion of independent brand purchases is not less than 50%; the standard for car use for officials at the ministerial level has been reduced to 2.5 liters from the previous “not higher than 3.0 liters of displacement and 450,000 yuan”. , 350,000 yuan "; vice ministerial officials from the "not higher than 3.0 liters, 350,000 yuan" to "2.5 liters, 300,000 yuan"; ordinary official cars from the "up to 2.0 liters, 250,000 yuan" was re- Limited to "1.8 liters of displacement and less than 160,000 yuan." Previously, the standard for general public service vehicles of party and government agencies was “displacement no more than 1.8 liters, and the price was under 180,000 yuan”. Official vehicles for leading officials at or above the ministerial level had never had publicly published documents.

Policy vane gradually revitalized the enthusiasm of independent car companies. Li Chunrong, party secretary of Dongfeng Passenger Vehicle Co., Ltd., said that Dongfeng should create its own brand and maintain its own R&D and innovation. In the procurement of official vehicles, Dongfeng Group has also conducted rigorous policy research internally to develop and produce self-owned brand cars that meet the requirements and have more quality assurance in accordance with national standards. Wu Song, General Manager of Guangzhou Automobile Passenger Vehicle, said that Guangzhou Automobile's Chuanqi is expected to occupy an advantageous position in the official car market under RMB 160,000.

Today, SAIC, FAW, GAC, and BAIC have all ranked in the field of official vehicles, and the use of cars by ministers above the ministerial level will become the next hot spot. This field, which was basically dominated by joint venture brand models, will be fully tilted toward its own brand in the future. Although the share is small, the role of guidance and demonstration will be the best driving force for independent car makers to break through in the high-end areas.

【Two voices】

● Li Weihua, a member of the National Committee of the Chinese People's Political Consultative Conference and the vice chairman of the Anhui Provincial Committee of the Chinese People's Political Consultative Conference (CPPCC), said that the current private use of buses is serious and forms a unique “wheel” corruption. He proposed to improve the bus management system, strict the scope and standards of bus allocation, implement “zero tolerance” for the private use of buses, place them under public supervision, or use “car stickers” instead of buses.

● Kang Yaohong, a member of the National Committee of the Chinese People's Political Consultative Conference, submitted the "Proposal on the Use of Different Colors of License Plates for Official and Private Cars" at the two sessions this year. He believes that the private use of official vehicles in China is very common. It is necessary to study and formulate specific measures as soon as possible, and it is recommended that official vehicles and private cars use different color license plates.

● Yang Jinsheng, a member of the National Committee of the Chinese People's Political Consultative Conference and deputy director of the Institute of Acupuncture and Moxibustion at the China Academy of Chinese Medical Sciences, also submitted the "Proposal on Setting a Uniform Mark for Corporate Cars" at the two national conferences. It is recommended to set a uniform logo for official vehicles, for example, adding the word “official” in the yellow color beside the license plate. At the same time, it is forbidden for official vehicles to go on public holidays and set up a public inquiry and supervision mechanism for on-line vehicle number of official vehicles and a GPS query system for official vehicles.

● An Jin, deputy to the National People's Congress and chairman of the Anhui Jianghuai Automobile Group, said that officials used domestic cars to change their style of work. Official vehicles involved social and political issues and had a great influence on the image of the ruling party and government officials. The key to government procurement was to guide social values. .

● Jin Zhengyu, deputy director of the National People's Congress and vice president of Jiangnan University, suggested at the two sessions that the promotion of electric vehicles should begin with official vehicles, taxis and buses. Jin Zhengyu believes that government departments have certain demonstration effects. The official use of electric vehicles for official vehicles will set an example for the public in energy conservation, emission reduction and environmental protection.

Topic 3 The opening of new energy sources, electric vehicles Beijing will be fully released during the two sessions, the topic of new energy vehicles is frequently mentioned. According to Chen Guiru, deputy director of the Beijing New Energy Automobile Development and Promotion Center, “Beijing is about to initiate a policy to buy pure electric vehicles without weltering numbers” is even more provocative. According to Chen Guiru, Beijing's private purchase of pure electric vehicle management measures will be introduced around May this year. By then, Beijing citizens do not have to use a Yaohao to obtain electric vehicle licenses, but they must abide by the restrictions. Consumers who purchase electric vehicles can receive financial subsidies of up to RMB 120,000 from the State and Beijing Municipal Government.

In addition, new energy vehicles pioneered by electric vehicles will also be fully opened. At present, information from the official shows that hybrid vehicles will also move toward the stage. Miao Miao, Minister of Industry and Information Technology, said at a meeting of the representatives of the two representatives of the automotive industry in 2013 held last week that relevant ministries and commissions such as the Ministry of Industry and Information Technology are expected to launch nationwide promotion of hybrid vehicles. It is reported that the Ministry of Industry and Information Technology is currently working with relevant departments to study new energy-saving and new energy subsidy policies. Subsidy ideas are divided into 16 grades according to the fuel-saving rate of vehicles, and the more effective the fuel-efficient subsidy, the more subsidies will be. Miao Wei revealed that in order to encourage cars to manufacture more products that meet energy-saving requirements, the amount of subsidies for energy-saving vehicles will also be increased on the basis of the existing 3,000 yuan. And new preferential policies for energy-saving and new energy vehicles are expected to be introduced in the first half of this year.

[New Direction]

Chen Guiru introduced that the subsidy policy for pure electric vehicles to be implemented in Beijing will treat all car companies equally, thus breaking the local protectionism of electric vehicles in some cities. According to sources, relevant state ministries and commissions have even considered the "Interim Measures for the Administration of Privately-purchased New Energy Vehicle Pilot Financial Aid Funds" issued two years ago. After this year's expiry, new subsidy policies will be introduced to implement uniform local subsidies.

The information from the top shows that the entire new energy promotion route that has continued this year has basically adopted the same strategy as pure electric vehicles and hybrid vehicles, and has formulated a subsidy policy based on the effect of fuel economy. At the same time, the new subsidy policy is expected to expand pilot cities, and 25 pilot cities for demonstration and promotion of new energy vehicles are likely to receive central subsidies.

Topic 4: Limiting and Restricting Purchases Should Be a Buffering Measure When fog and haze weather is increasingly frequent all over the country, many people point the finger at automobile exhaust emissions, and restrictions on purchase and restrictions have become hot topics. At the same time, in the past few years, the effect of purchase restrictions in Beijing, Guangzhou, and other cities has not been obvious, and traffic congestion and air quality have not significantly improved. Clearly, purchase restrictions are a means to stop the symptoms and address the root causes, but also to economic growth and improve the living standards of residents. Have a negative impact.

The high-level position allows people to see the possibility of restrictions on purchases and restrictions. The chairman of the National Committee of the Chinese People's Political Consultative Conference (CPPCC) Yu Zhengsheng stated during the two sessions that “to solve the traffic problem cannot always rely on restrictions on movements and shake hands. These are not fundamental measures for the cure. The major construction period will bring inconvenience to the masses of people, but it will bring better services after completion. Convenience."

Zeng Qinghong, general manager of GAC Group, believes that the Beijing restriction policy has a positive impact on other cities. Therefore, other cities should be prevented from imitating it. It is recommended that the purchase restriction policy not be extended to second-tier cities. For example, the purchase restriction in Guiyang has a direct impact on the decline in Guiyang's auto sales in 2011. The purchase restriction policy is controlled in first-tier cities such as Beijing, Shanghai and Guangzhou. In recent years, automobile consumption has become the mainstream in second- and third-tier cities, and second-tier and third-tier cities are the main battlefields for self-owned brand products, and they should maintain relatively relaxed policies for the second and third-tier markets.

After all, restrictions on purchases and restrictions are only a temporary measure, in order to allow the relevant departments to improve their urban management capabilities and improve public transport facilities to allow buffer time.

Expert opinion

Zhang Zhiyong, an automotive marketing expert, believes that there are two voices during the two sessions, one on how to govern motor vehicle pollution and the other on relaxing restrictions on purchase restrictions. Indeed, motor vehicles are one of the most important sources of air quality. However, at the current stage, the purchase restriction policy is not very appropriate. This is equivalent to the purchase and use of automobiles as a link, but in fact it is two links. Buying a car does not directly cause pollution, pollution depends on the frequency of use, so it is more important to limit the line.

【status quo】

At present, the purchase restriction policies in Shanghai, Beijing, and Guangzhou continue to continue, and the restrictions on travel policies have not yet been adjusted. However, from the practice of the past few years, purchase restrictions have not played a significant mitigating role in traffic congestion. The key is to speed up the improvement of public transportation facilities.

In January this year, Beijing opened four new subway lines. The total length of subways opened to 442 kilometers has become the world's largest. In addition, Beijing is also the city with the highest proportion of domestic bus travel. Last year, Beijing's public transport had a daily average of more than 20.6 million passengers, and 44% of bus trips may reach 46% this year. However, according to the relevant person in charge of the Ministry of Communications, the share of public transport travel in most central cities across the country averages less than 30%, while that of small and medium-sized cities averages about 10%, which is a big gap compared with similar foreign cities.

Topic 5: To strengthen technological innovation and upgrade relative to new energy policies and official car reforms, it seems that the technological innovation of auto companies does not seem particularly new, and at the same time, the status of “hollowing out” of proprietary brand technology has always been Industry warnings.

At the two sessions, representatives of Great Wall Motors President Wang Fengying, General Manager of China FAW Group Import & Export Co., Ltd. Li Weidou and General Manager of Chery Heavy Industry Co., Ltd. Wang Jinfu, all expressed that they must strengthen independent innovation and seek transformation of the entire automobile industry. upgrade.

In an interview, Wang Jinfu stated that China’s equipment manufacturing industry has exceeded the United States in terms of global proportion, and it is regarded as a truly “manufacturing power”, but it has been constrained and squeezed by developed countries in terms of market and technology. The chain has been in the low-end links. “For example, people are relatively familiar with the construction machinery and automotive products. Not only is the brand value of the host (vehicle) products in our country far below the internationally renowned brands, but the key components used in domestic brands, such as hydraulic components and electronic products, are also heavily dependent on At the same time, the demographic dividend of China’s equipment manufacturing industry has been gradually lost, and in recent years, the cost of raw materials and labor has been rising, and the cost advantage of Chinese manufacturing companies has been weakening. Gradually shifting to developing countries such as Southeast Asia, this trend has already emerged.” Therefore, technological innovation and industrial upgrading are all the more urgent in today’s situation.

【Corporate view】

Great Wall Motor Wang Fengying suggested: In terms of capital investment, the government and enterprises should increase investment in technology research and development, implement innovative demand incentive policies, increase government procurement efforts to encourage independent innovation, establish special funds, and encourage and reward autonomy of key technologies for automobiles. Innovative projects. In terms of system and mechanism, it establishes risk-distributing mechanisms for independent innovation and reduces innovation risks. Improve the science and technology reward system, and vigorously train and create innovative technology talents. In addition, we should also attach importance to and encourage non-service inventions, make full use of the enthusiasm and creativity of the people, and make them a useful complement to the independent innovation of China's auto technology research and development.

At present, the Great Wall has a R&D team with more than 5,000 employees. In the past three years, it has invested a total of 3 billion yuan in technology research and development. It plans to invest another 5 billion yuan by 2015, and the number of professional and technical personnel will exceed 10,000 yuan. The main project of Great Wall Automotive New Technology Center has now completed 30%, and is expected to be put into use in 2014. The new road test site has entered the phase of road construction and is expected to be put into use by the end of 2013.

An Jin, chairman of Jianghuai Automobile, stated that the state should adopt effective and effective methods to support and encourage the independent research and development of core technologies (such as high-pressure common rail technology), break through the technical bottleneck as soon as possible, and realize the localization and industrialization of key components.

Domestic implementation of the National III standard began on July 1, 2008, but the use of high-pressure common rail technology to achieve the State III standard is limited. According to incomplete statistics, at the present stage, the annual sales volume of diesel engine vehicles is about 700,000 vehicles (including SUVs, MPVs, commercial vehicles, and exports), and those models that have not yet implemented or have implemented higher-level emission standards will use high-pressure common-rail technology. The models accounted for less than 1/4 of the entire commercial vehicle market. This is mainly due to higher purchase costs and higher use costs after the standard was raised.

【status quo】

At present, Beijing has reached 4000-5000 electric vehicles in public areas, of which Beiqi has already delivered more than 600 vehicles to official and private users, including operations in Pinggu and Miyun.

There are currently 8 models of SAIC's new energy vehicles. Two models have been mass-produced: the Roewe E50 pure electric car and the Roewe 750 hybrid sedan. Among them, the E50 pure electric vehicle has been fully sold to private users in Shanghai after its listing at the end of last year. It is reported that the cumulative sales volume has reached about 1,000 units.

Changan Automobile put into production the first batch of pure electric vehicles E30 at the Beijing base last year. Currently, the first 100 Changan E30 electric vehicles have begun to operate in Fangshan. Changan said that this year it will consider marketing it nationwide according to the operating conditions.

Ministry of Science and Technology Minister Wan Gang said that by December 2012, there were about 27,800 new energy vehicles in the country, of which 80% were buses. According to local development plans, it will reach 39,000 vehicles by the end of March this year.