After the cancellation of the new energy vehicle in Beijing, on October 25, the policy of canceling the purchase restriction was also promulgated as scheduled, and the concept of new energy vehicles broke out again, BYD (68.89, 0.08, 0.12%) and Jianghuai Automobile (15.77, 0.34, 2.20%) The stock was once the daily limit.
What is certain is that Beijing's new energy auto market will once again be hot. Cui Dongshu, secretary general of the Association, said in an interview with the Securities Daily that it expects to sell 60,000 units next year, about 2 times year-on-year.
However, in the context of the hot sales of new energy vehicles, problems such as difficulty in finding, slow charging, and short cruising range still plague the owners. Therefore, it is necessary to equip the infrastructure and then popularize the promotion of electric vehicles. It is still a problem to popularize the electric vehicles and keep up with the supporting facilities.
Beijing market may be detonated
On October 25th, the Beijing Small Bus Indicators Control and Management Office issued a notice saying that in order to implement the spirit of the State Council’s September 29 routine meeting and further promote the development of new energy vehicles, the demonstration and application of new energy passenger car indicators will be passed to all qualified qualification audits. Applicant is directly configured. In other words, Beijing became the second city after Shenzhen to announce the lifting of restrictions.
In this regard, the industry generally believes that under the strong support of policies, the production and sales of new energy vehicles are expected to break through expectations, and the spring of industry has arrived. CITIC Securities (15.29, 0.04, 0.26%) analyst Xu Yingbo said that license resources are the core driving force for consumers to purchase new energy passenger cars. If first-tier cities such as Beijing, Shanghai and Shenzhen are fully open, new energy vehicles are not allowed. The unlimited purchase policy is expected to achieve sales of over 60,000 vehicles in 2016.
“Firstly, due to the cancellation of restrictions on new energy vehicles, the private demand is continuously promoted. Secondly, since the latest mid-term ordinary passenger car application rate has dropped to 0.51%, the extremely low success rate will boost the private demand of some new energy vehicles, so it is expected to cancel. After the restrictions, Beijing's private demand is expected to exceed 100,000 vehicles next year." Xu Yingbo believes.
Compared with the new energy vehicle market in the country, Beijing has its own particularity and is not representative. Cui Dongshu said in an interview with the Securities Daily that "Beijing is the only city that has obtained a license only by Yaohao. That is to say, some people are not lucky, and it is very likely that they will not be able to shake the numbers in this life, but consumers will have the demand for car purchases. These people will be 'squeezed' into the new energy vehicle market."
"So, from the perspective of the Beijing market, in recent years, it will be the climax of the new energy vehicle market. In particular, after the cancellation of the restriction limit, the market sales ratio will show significant growth, and at the same time, with the Japanese and Korean battery companies. Entering China, China's battery energy has been further alleviated. Therefore, it is no problem that Beijing (new energy vehicle) will reach 60,000 units next year." Cui Dongshu further said, "And we expect Beijing's new energy vehicle sales to be more than 20,000 this year. That is to say, the sales volume of Beijing (new energy vehicles) next year should be more than three times this year."
"A hard to find" is still the biggest problem
However, in the hot environment of Beijing's new energy vehicle market, the charging facilities for automobiles have not kept up, and charging is still the primary problem facing new energy vehicles.
According to public information, as of May this year, Beijing has built about 8,300 charging piles, of which about 3,700 are built for public use (bus, sanitation, and rental), and about 2,000 social public charging piles. About 2,600.
"The new energy vehicle market is growing rapidly, but the problem of not keeping up with infrastructure such as charging piles has always existed, which will cause a lot of trouble for the owners." Cui Dongshu said.
After interviewing a large number of Beijing pure electric car owners, the reporter learned that the experience is not good, and most of them are concentrated in the difficulty of charging and slow charging.
"The charging station is not the same as the gas station. On the one hand, the number of charging piles is small, it is not easy to find, sometimes it is difficult to find one, and it is not open to the outside; on the other hand, the charging time is too long, and it takes more than 7 times for one charge. Hours, I can't do anything in one day; in addition, the cruising range is still short, and I can't go back if I run a long distance." A Mr. Huang, a VA150 owner, complained to reporters.
In addition, Beijing’s traffic problems have once again been challenged, Cui Dongshu said. “Many people currently have car purchases, but since they have not shaken the number, they have not bought a car. After the cancellation of new energy vehicles, there will be some urgent need. The choice of new energy vehicles by car people directly leads to the rapid growth of car ownership in Beijing, and the new energy vehicles are also not limited, so it is obvious that congestion in Beijing will be more serious in the future."

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