Double-scores policy aftermath: foreign companies or use of parallel import darkness

In order to fulfill the requirements of the double-integration policy, foreign automakers must adjust the structure of their imported products to import small-capacity, hybrid, and diesel-based models to meet the average fuel consumption requirements. For this reason, traditional OEMs may introduce PHEV models in the short term and introduce pure electric vehicles in the medium to long term.

The information on the delayed implementation of the double-point management method has been formally confirmed. However, this result has not completely alleviated the concerns of foreign auto makers regarding the completion of the double-integration policy.

According to customs statistics, passenger car imports reached 566,000 vehicles in the first half of this year, a growth of 21.9% from the previous quarter, and ranks among the top three brands in terms of Mercedes, BMW, and Lexus. From the analysis of the imported models and sales volume of foreign-invested car sales in China, even if the double-credit policy is adjusted, some foreign-invested car companies still face greater pressure of integration.

For this reason, they want to solve the urgent needs of the present, they have to take risks. In order to fulfill the requirements of the double-integration policy, foreign automakers must adjust the structure of imported products to import small-displacement, hybrid, and diesel-based models to meet the average fuel consumption requirements.

In addition, in order to comply with the industry-oriented, it is necessary to cultivate new energy vehicle market as soon as possible, the traditional OEM may introduce PHEV models in the short term, and introduce pure electric vehicles in the medium and long term. With the adjustment of the structure of imported products, the market for imported passenger cars for new energy is expected to accelerate in the future and become an important increase in the market.

At the same time, foreign car companies also need to ease the double-integration pressure of domestic joint ventures, accelerate the localization of imported new energy models, or seek new joint venture partners to achieve point transactions. However, there are times when long-term hydrolysis is not nearly thirsty. Some imported traditional cars are expensive and have higher profits. They will not be willing to give up or reduce imports. Considering that the total amount of imports is not excessive, they are formulating dark positions.

According to the requirements of the Interim Measures for the Parallel Management of Corporate Average Fuel Consumption and New Energy Vehicle Integration (Draft for Soliciting Opinions) of the Ministry of Industry and Information Technology, the annual production or import volume of passenger cars with traditional energy in the People's Republic of China exceeds 50,000. Enterprises, set the requirements for the proportion of new energy vehicles.

The dual-point policy also requires that the annual production or import volume of passenger vehicles in the People's Republic of China be less than 2,000 vehicles, and that small-scale enterprises that maintain independent production, R&D, and operations can relax their average fuel consumption compliance requirements. In addition, the imported passenger vehicle supply companies that have not been authorized by overseas passenger vehicle manufacturing companies also manage their businesses in accordance with small-scale enterprises.

In other words, imported cars of this type of foreign brands are imported in parallel (actually not imported in parallel), and the imported passenger car supply companies that have not been authorized by overseas passenger vehicle manufacturing enterprises are taken as the accounting subjects, and they are conducted in accordance with small-scale enterprises. Management, thereby eliminating double-pointing policy requirements for these vehicles.