The new national subsidy policy increases the driving range of the pure electric passenger vehicle subsidy threshold to 300km, which has become the direction of future efforts for micro-electric vehicles. Facing the new energy vehicle market where competition is more intense and consumers are more price-sensitive, it will be difficult for auto companies to ignore the influence of subsidies for some time to come. Whether in the mini-car market or high-end vehicles, subsidies will become the future An important factor in the development of vehicle models. In the post-epidemic era, the changes in new energy vehicles will be closer to market demand, and small, micro, economical electric vehicles are expected to take the lead in becoming a market segment free from subsidies.

Micro electric vehicles "adverse the market" increase

The auto market was almost at a standstill in February and March under the epidemic, but the pace of market promotion of related models by automakers did not stop. Although it takes a long period of time for a car to develop, verify and go to market, small and micro electric vehicles have been put on the market during the epidemic. An offensive initiated by small and micro electric vehicles has opened up new energy vehicle products in the post-epidemic era. The curtain of change.

According to incomplete statistics, during the period from February to April, many small and micro electric vehicles including Changan Benben E-Star, SAIC Roewe Clever CLEVER, Chery New Energy Little Ant eQ1 Queen Edition, Nezha U, and many other small and micro electric vehicles were put on the market. During the period when the epidemic has not yet been fully controlled and the auto market has not yet recovered, the concentration of these models on the market is undoubtedly optimistic about the market demand in the post-epidemic era and the development of the small and micro electric vehicle market, as stated by Wang Binggang, the leader of the National New Energy Vehicle Innovation Project Expert Team In the future, my country's new energy vehicles will develop into high-end vehicles and economic small vehicles. Compared with the higher-end vehicle market, small, micro and economic vehicles have more market potential, and there are already successful promotion models. "Small and micro, economical cars can better meet the travel needs of low- and middle-income groups, and there is a very strong demand in third- and fourth-tier cities and rural markets." Wang Binggang believes that the Liuzhou model is a typical application of small, micro, and economic cars. Case.

In the post-epidemic era, there may be more car-free people who have a stronger demand for car purchase, and a mini pure electric car with convenient charging and high cost performance is undoubtedly one of their choices. Statistics show that after the SARS outbreak in 2003, small cars were once highly sought after. In contrast, after the epidemic ended, more people may be eager to join the car owners for convenient and safe travel. Moreover, as the subsidy threshold rises and technology advances, small and micro electric vehicles are expected to become the first market segment to get rid of subsidy dependence and market-oriented development. With the introduction of more models, the competition in this market will become more intense. Vehicles are not only cheap, but also meet the needs of "small town youths" for intelligence and high-value appearance. This is one of the reasons why micro-electric vehicles generally have a high level of technology and intelligence.

The driving range is a barrier that cannot be bypassed

In accordance with the requirements of the new national supplement, the threshold for the driving range of pure electric passenger vehicles has been increased to 300km, from more than 100km, more than 200km to the current 300km. Behind the increase in the threshold for driving range, on the one hand, technological progress has brought about The increase in driving range of vehicles also reflects the unremitting pursuit of pure electric vehicles for long driving range. Although the long driving range does not mean that the view of advanced vehicles has been accepted by more and more consumers, the reality is that no matter how large the daily travel radius of consumers is and whether the charging convenience is improved, most consumers hope that the vehicle will be better. The longer the driving range, the better.

Judging from the models released by some companies recently, long-distance range models are still the core products of most companies. The maximum driving range of Xiaopeng P7 has even reached 706 kilometers; Weilai, which has always had shortcomings in driving range, has reached 580 kilometers in its new ES8 driving range. Although high driving range does not represent technological advancement, as an important segment of new energy vehicles, most of the driving range of high-end electric vehicles has exceeded 500km, and even advanced to higher driving range. The driving range has always been a threshold that cannot be ignored for electric vehicles. It is foreseeable that this is also an aspect that this market segment will pay more attention to for a long time in the future.

It is worth noting that the price of high-end electric vehicles corresponds to the increasing driving range. Because the subsidy has set an upper limit of 300,000 yuan, some car companies have to consider lowering the price while extending the driving range and improving the performance of the vehicle. In this regard, Xiaopeng P7 and Tesla have taken the lead in testing the water. After the introduction of the new subsidy policy, their vehicle terminal prices have been adjusted. Although the subsidy decline has reduced the maximum subsidy for pure electric passenger vehicles to 22,500 yuan, no company dared to give up subsidies in the increasingly competitive high-end electric vehicle market. Judging from the current market situation, in the high-end electric vehicle market in the future, vehicle price and driving range will continue to be the primary factors considered by many car companies. In the next two years, 300,000 yuan will be the threshold for entry-level high-end models.

The subsidy factor is weakening

Although the influence of subsidies is waning as subsidies decline, both car companies and consumers will not ignore the role of subsidies in the downward market trend. Regardless of whether it is an economical car or a high-end car market, subsidies will still be an important factor in the development of any model.

From the perspective of the specific requirements of subsidies, although it is not ruled out that some companies will target third- and fourth-tier cities or rural markets to launch pure electric vehicles with a driving range of about 200km, there will still be a considerable number of small and micro pure electric vehicles that will increase the driving range threshold in the future. Up to 300km, in order to get subsidies to reduce the price of the vehicle terminal, in pursuit of higher economy. It is worth noting that with the reduction of battery costs, the cost of small and micro electric vehicles about 200 kilometers may be controlled at about 50,000 yuan. This price range is easily accepted by consumers in the middle and low-end markets. Under the blessing of the model, it is expected that some car companies will take the lead in this field to get rid of dependence on subsidies and launch economical vehicles aimed at this market.

It should be noted that there have been companies in this field that have tried the water, such as Zhidou, but they have not been able to continue to advance due to various factors. Learning from past experience and lessons, in this market, only cost-effective vehicles are not enough to completely win the market. A suitable business model is a factor that companies have to consider. As Wang Binggang said, in small, micro, economical electric vehicles In the market, enterprises should pay attention to the innovation of business models, and only by better satisfying the needs of consumers can they find sustained market vitality.

At the same time, in the high-end electric vehicle market, a considerable number of models will drop the price of entry-level products below 300,000 yuan. On the one hand, it is the impact of subsidies, and another important factor is the localized production of Tesla. price competition. As we all know, Tesla has been constantly pursuing cost reduction. An important factor for its mass production in China is to reduce the price of vehicles in China. In the past year, it has repeatedly changed its terminal prices in China. Although it has caused dissatisfaction among some car consumers, according to its corporate philosophy, lower vehicle prices will still be its unremitting pursuit. Many high-end electric vehicles all face the pressure of competing with Tesla in the same market, so the continuous reduction of the price of entry-level models will also be a factor that car companies cannot ignore.

The new subsidy policy has tilted the power swap mode, and vehicles that adopt the power swap mode in the future may become another hot market for new energy vehicles. Although only Weilai and BAIC New Energy have launched models with battery swap modes in the market, BAIC New Energy's battery swap models are mainly concentrated in the public transportation field. However, under the influence of the increasing pressure of consumers to purchase cars, the power swap mode favored by subsidies can reduce the cost pressure of consumers to buy a car to a certain extent, and will also be sought after by more car companies, thus giving birth to this The popularity of market segments.