The new standard will be fully implemented, will the automobile market usher in a "price reduction tide"?
The Ministry of Ecology and Environment, the Ministry of Industry and Information Technology and other departments recently jointly issued an announcement. From July 1, 2023, the national sixth emission standard 6b stage will be fully implemented, and it is forbidden to produce, import and sell cars that do not meet the national sixth emission standard 6b stage.
The "boots" of the emission standard policy have been put on the ground, accelerating the automobile industry to enter a new stage of green development. What changes will the full implementation of National Six B bring to the automobile market? Will the fuel vehicle market usher in a "price reduction tide"? Will it accelerate the promotion of new energy vehicles?
The car market share of "National Sixth B" exceeds 90%, and the industry has entered a new stage.
"National Six Standards" is a standard for preventing and controlling motor vehicle pollution emissions and improving ambient air quality. The "National Six Standards" for light vehicles set two emission limit schemes, National Six A and National Six B, which were implemented in 2020 and 2023 respectively.
On March 1st, in Chongqing Yongchuan production base of Great Wall Motor, an intelligent welding robot was carrying out welding operation. Xinhua News Agency reporter Huang Weishe
National Sixth B is about to be fully implemented, but the preparation of the market and industry is not limited to the present.
"Since the release of the’ National Six Standards’, most enterprises have directly carried out product research and development and production in accordance with the requirements of the National Six B standards. The industry is equivalent to implementing the National Six B standards in advance, and the National Six B vehicles occupy a major market share." The relevant person in charge of China Automobile Industry Association said that many models have already completed the transformation of National Six B, and there is no technical difficulty from the perspective of enterprise production. It is understood that since the implementation of the standard, the proportion of light-duty vehicles in the national six B vehicles has exceeded 95%, and the market share of the national six B vehicles has exceeded 90%.
Guangzhou Automobile Group said that all its fuel vehicles have been switched to the National Six B standard; Changan Automobile also shows that there is no pressure for the arrival of National Sixth B, and the newly launched Yida meets the National Sixth B standard … Facing the implementation of the standard, manufacturers are ready.
The reporter interviewed a number of industry experts and said that from the perspective of the new car market, the implementation of the National Sixth B will not have much impact on the auto market. The National Sixth B Standard has been promoted in advance in first-tier cities such as Beijing and Shanghai, and the implementation of the new regulations has little impact on the automobile market in these cities. In other cities that haven’t implemented the national six-B standard, if there are relatively many vehicles in stock in the national six-A, there will be a certain price drop in the short term, but this will be experienced in all previous emission standard switches. The development trend of green and low carbon in automobile industry itself is the embodiment of market demand, which will also accelerate the transformation of automobile enterprises and industries.
Half-year sales transition period, to promote the smooth continuation of the market.
The release of the national six emission standards has given the market a long adjustment window. Implementing standards in advance in key areas is conducive to alleviating the industry pressure when the policy is formally implemented.
At the same time, the announcement made it clear that for some light-duty vehicle models such as National Six B, which were reported as "monitoring only" in the actual driving pollutant emission test (RDE test), a half-year sales transition period was given and sales were allowed until December 31, 2023. This move is also to enable manufacturers and distributors to rationally plan the layout and complete the product switching and sales as soon as possible.
The reporter learned from China Automobile Industry Association that China Automobile Association has established an inventory scheduling mechanism with the top ten automobile groups and other member units to organize and schedule industry inventory data on a monthly basis. By the end of January 2023, there were more than 1.89 million vehicles in stock that did not meet RDE requirements.
The person in charge of China Automobile Industry Association believes that the current inventory pressure is caused by objective factors. Among them, there are some factors such as "demand contraction, supply shock, expected weakening" and other factors such as the poor performance of the automobile market, and it takes some time for product production to switch, and new energy vehicles accelerate the replacement of traditional fuel vehicles. After months of promotion, the inventory has fallen sharply.
"The policy gives a half-year sales transition period, which is conducive to stabilizing the mentality of dealers and enterprises, orderly destocking, and helping the car market to make a smooth transition." Cui Dongshu, secretary general of the National Passenger Car Market Information Association, said.
Accelerate the guidance of green intelligence and promote industrial iterative upgrading.
The industry believes that the full implementation of the national six B emission standards has a positive role in promoting the iterative upgrading of the fuel vehicle market and the new energy vehicle market.
On April 29th, the audience experienced new energy vehicles at the 15th Xi ‘an May 1st Auto Show in 2023. Xinhua News Agency reporter Zhang Bowen photo
Recently, the the State Council executive meeting deployed to speed up the construction of charging infrastructure. The National Development and Reform Commission and the National Energy Administration issued the "Implementation Opinions on Accelerating the Construction of Charging Infrastructure to Better Support the Rural and Rural Revitalization of New Energy Vehicles". A series of policies to encourage automobile consumption, especially to support the consumption of new energy vehicles, have been introduced to accelerate the upgrading of the industry to green and intelligent.
With industrial orientation and policy support, car companies have accelerated their layout, and the market is constantly exploring model innovation: Chery recently announced preferential measures for going to the countryside, and its "QQ Ice Cream" went to the countryside to launch 1000 yuan/Taiwan car purchase subsidies; Charging service providers can promote the penetration of business in rural areas, forming a charging service network covering 55,000 stations and 575,000 charging guns nationwide; Hangzhou Longyuan Electric Power Co., Ltd. and relevant units jointly worked out the optimal power supply scheme of charging station, and monitored the working state of charging pile and charging protection system in real time through digital technology …
The proportion of freight new energy vehicles is constantly increasing, and the market promotion of new energy vehicles is accelerated. Take Lala as an example. In October last year, the proportion of new energy truck drivers on the platform reached 25%. According to the prospectus of Cargo Lala, by the end of last year, Cargo Lala had over 35,000 electric vehicle charging stations in over 270 cities in China.
"Industrial upgrading is the general trend." Xu Haidong, deputy chief engineer of China Automobile Industry Association, believes that both the implementation of emission standards and the promotion of consumption policies will further promote the green transformation of the entire automobile industry and accelerate the popularization and application of new energy vehicles. The next step is to do a good job in policy implementation and continuously improve the overall competitiveness and development quality of the automobile industry.
Transfer from Xinhua viewpoint
Source: Harbin Daily