I remember that year, the state prepared nearly 5 billion yuan to provide one-time subsidies to consumers who bought vans and light trucks. Driven by active policies, car sales have increased. In 2009 and 20 10, it increased by 46. 15% and 32.37% respectively.
Also because of the development of cars going to the countryside, the sales volume of passenger cars exceeded10 million for the first time in 2009; 20 10 China surpassed the United States to become the world's largest automobile market.
1 1 years ago, the vast journey of cars to the countryside was almost regarded as an excellent template, which not only made the domestic automobile industry "spring back to the earth", but also enhanced its international status in the world.
After today 1 1, the policy of new energy vehicles going to the countryside came as scheduled.
In the post-epidemic era, new energy is particularly precious in the countryside, but unlike fuel vehicles, new energy vehicles seem to carry another meaning. When going to the countryside, the vast rural market is a "fertile ground" for new energy vehicles that have not yet been developed.
Low-speed electric vehicles, regarded as "walking artifacts" in rural markets, are experiencing the challenge of product upgrading. Rebirth or death, this drama has just begun.
Starting from Shandong
On July 15, the Ministry of Industry and Information Technology, the Ministry of Agriculture and Rural Affairs and the Ministry of Commerce jointly issued the Notice on Launching New Energy Vehicles to the Countryside. According to the notice, "the activities of new energy vehicles going to the countryside will be organized and implemented from July this year to 65438+February, among which Qingdao will arrange the launching ceremony of 1 and hold four special events in Haikou, Kunming, Chengdu and Taiyuan."
The notice also pointed out that "there is no identity restriction for the models participating in the subsidy this time. Whether it is a rural hukou, an urban hukou, or even a permanent resident of the city, you can participate in this activity. "
Such a straightforward desire for consumers to take the initiative to buy a car should be the most grounded policy notice in memory.
However, unlike the 5 billion yuan invested by the state 1 1 years ago, this time, there is no subsidy at the national level, but a price concession war consisting of enterprise concessions and local government subsidies. The "preferential discount" led by car companies seems to be one of the most critical parts of this new energy vehicle going to the countryside.
But in the rural market, this "hard bone" does not seem to be easily shaken by "preferential discounts".
However, there was a turning point. What is the significance of taking Qingdao as the first starting city in the notice of new energy vehicles going to the countryside?
Shandong is a big province of low-speed electric vehicles.
At 157900? km？ Nearly 60% of the rural population lives on land. In Shandong alone, the number of low-speed electric vehicles is about 3 million. Although this figure has declined slightly in the past two years, the million-level low-speed market has made Shandong a "love-hate" province in the new energy automobile industry. Like tooth decay, sometimes it can be ignored without pain, but it hurts like hell.
The rural population living in Shandong has become a microcosm of the people who use low-speed electric vehicles in China.
In their eyes, low-speed electric vehicles have three major advantages: "no licensing, unrestricted control, and cheaper maintenance." These low-speed electric vehicles with an average price of less than 30,000 yuan can not only shelter from the wind and rain, but also facilitate the elderly. There is no driver's license requirement for people over 60. For such people, low-speed electric vehicles are the "gospel" of their daily travel. Facts have proved that this "gospel" once led to nearly 65,438 vehicles in Shandong.
According to 20 18 statistics, domestic low-speed electric vehicle enterprises produced about 45.42 million low-speed electric vehicles, up 3.9% year-on-year.
However, for the "regular army" (A00 or A0 class electric vehicles) car companies, this extremely stubborn tooth decay has always been a big worry for them. How to eradicate it effectively must find the right time. Perhaps the promulgation of the notice of new energy vehicles going to the countryside is a good opportunity for the state to give regular car companies.
Starting from Qingdao, the regular army's models will go deep into the sinking towns and villages in Shandong, and "dig" this difficult bone with hard advantages such as preferential discounts, safety and quality.
Go to the countryside
40 years ago, the labor slogan "Go to the countryside, the countryside is a vast world, where there is much to be done" seems to be still shining.
At present, the rural population accounts for 40.42% of China's 654.38+04 billion population (according to the data of 2065.438+08, the rural population accounts for 40.42% of the country's nearly 654.38+04 billion population). This nearly 600 million rural population has become a huge potential point for the increment of new energy vehicles.
Even Fu, honorary chairman of China Automotive Engineering Society, said, "Our country is in the process of urbanization, and the rural population is relatively mobile, with a population of about 600 million. Rural areas should be the starting point of new energy vehicles, especially small low-speed electric vehicles. The demand for low-speed electric vehicles is strong, and the industrial chain is becoming more and more mature. If the policy is properly guided, it can completely develop into a new growth point of the national economy. "
A neglected 100-billion-level market is budding, and the east wind that pushes it forward is the notice that new energy vehicles will go to the countryside. This should be the beginning of taking a drastic measure instead of simply "throwing water into the water".
According to the data compiled by the automobile 100 Committee, "by 20 19, China had 90 million motorcycles, 250 million two-wheeled electric vehicles, more than 6 million four-wheeled low-speed electric vehicles and more than 20 million three-wheeled and four-wheeled agricultural vehicles, most of which were distributed in rural areas and third-and fourth-tier cities, supporting the economic development of these areas, especially the rural population of more than 500 million.
Behind the exaggerated amount of data is great potential. More than 6 million four-wheel low-speed electric vehicles and more than 20 million three-wheel and four-wheel vehicles are business opportunities that car companies once wanted to seize, but they lost to reality.
For users in rural areas, a price concession always ranks first in their car selection, and it is difficult to change their cognition of regular A00 or A0 class electric vehicles in a short time. But once they have a general understanding, the purchasing power of the rural market is enough for the domestic new energy vehicle market to usher in a new breakthrough.
But the question is, are rural-born users willing to pay the bill?
What kind of new energy pure electric vehicle is the best choice for rural travel electrification?
To answer the above two questions, we must first understand the foundation of pure electric vehicles and charging facilities in the vast rural market in China.
Up to now, 38,000 charging stations, 449 power changing stations and 6,543,800 charging piles have been built nationwide. According to the "New Energy Vehicle Industry Development Plan (202 1-2035)" issued by the Ministry of Industry and Information Technology, it is estimated that by 2030, the number of new energy vehicles in China will reach 64.2 million. According to the construction target of 1: 1, the construction gap of charging piles in China will be 63 million in the next decade, which is expected to form a charging pile infrastructure construction market of 1.02 trillion yuan.
At present, the gap of charging piles is still huge, and the number is seriously insufficient.
In the complicated and changeable regional environment of China, the layout of charging piles is particularly complicated. According to the current sales situation of new energy vehicles mainly concentrated in first-and second-tier cities, the layout of charging piles naturally tends to these areas. For example, in the northwest region and Yunnan-Guizhou region, due to the vast territory or complex terrain, many provinces currently only have a small number of charging pile facilities in provincial capitals, and there are basically no charging pile facilities in sinking cities or towns. This irregular development also restricts the development of new energy vehicles. Can be successfully promoted in towns and villages.
Both the State Grid and private charging companies should consider management issues. Areas with few new energy vehicles will naturally not become their piles, while first-tier cities such as Beishangguangshen and Shenzhen have always been the main battlefields of new energy vehicle enterprises, and they have obvious tendencies in enterprise development strategy, product development direction and marketing.
The unbalanced layout of charging piles indirectly leads to the blocking of information transmission of new energy vehicles in rural markets. Perhaps in the eyes of rural people, low-speed electric vehicles regarded as "road killers" are safe and reliable pure electric vehicles, and the charging piles in their eyes are just 220V household charging.
Perhaps, these irregular situations can be improved through the activities of new energy vehicles going to the countryside, so that rural people can truly understand what a safe new energy vehicle is. This is the first step for new energy to go to the countryside, and promoting the transformation and upgrading of the low-speed electric vehicle industry will become the top priority for the comprehensive promotion of the domestic new energy vehicle market.
Data show that in recent years, the car penetration rate in small and medium-sized cities and rural areas has been increasing. The number of rural cars increased from 9.9 in 20 13 to 22.3 in 20 18. The five-year growth rate is 1.25 times, which is still at a low level compared with big cities, but the growth rate is considerable. In this growth rate of 1.25 times, as long as car companies and local governments can grasp the purchasing needs of rural people, the potential of new energy vehicles is unlimited.
New energy going to the countryside is at a high growth level, so it is imperative to read the feeling of being driven to Liangshan. According to the statistics of the Association of Automobile Manufacturers, in June this year, the sales volume of new energy vehicles in China was1040,000, down by 336.5438+0% year-on-year. Because of the industry situation and epidemic situation, the new energy automobile industry has been declining for nearly a year from July 20 19 to now, and the overall trend of the industry is not clear, but this huge ship must not retreat.
New energy vehicles going to the countryside is not only a direct confrontation with the low-speed electric vehicle market, but also a powerful medicine to regulate the overall development of the industry. As for where this powerful drug can go, no one can predict, but we will find our own way and join in the continuation.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.