· "New Electric Vehicle Enterprise Regulations" solicited opinions "borrowing cars" was denied

The National Development and Reform Commission issued an announcement today to publicly solicit opinions on the “Regulations on Investment Projects and Production Access Management for Newly Built Pure Electric Passenger Vehicle Manufacturers”. This is a four-month period after the National Development and Reform Commission once again publicly asked the new energy vehicle production enterprises investment projects, access conditions, etc., marking the long-awaited new energy vehicle access to the "gate" of the automotive industry. Enter the countdown to turn on.
The "Regulations" clarify that "pure electric passenger cars" are pure electric and series hybrid (extended) passenger cars. The behavior of “borrowing cars”, which is widely concerned by the market, has also been clearly denied: approved new pure electric passenger car manufacturers can only produce pure electric passenger cars, and cannot produce any car products driven by internal combustion engines. Products produced by new companies must use their own brands.
In addition, low-speed electric vehicles are still "turning positive" hopeless. The “Regulations” require that the production enterprises that have obtained access must meet a number of technical indicators. Among them, the model with “vehicle length ≤ 4 meters and seat number < 4 seats” must have a maximum speed of more than 100 km/h; “Car length> 4 For models with a meter, the maximum speed must exceed 120 km/h. This means that low-speed electric vehicle companies will still be rejected outside the range of pure electric passenger cars.
According to the relevant person in charge of the National Development and Reform Commission, based on the consideration of the long-term development of new energy vehicles, the draft for comments still sets a high “threshold” for investment entities: the investment entities of newly-built enterprises should be registered in China and have the right to adapt to project investment. The scale of self-owned funds and financing capacity; has more than 3 years of research and development basis for pure electric passenger vehicles, with professional R&D team and vehicle research and development capabilities, master vehicle control system, power battery system, vehicle integration and vehicle The core technology of lightweighting and the corresponding test and verification capabilities, with independent intellectual property rights of pure electric passenger cars and authorized related invention patents. In addition, the newly-built car enterprises should also have the trial production capability of the whole vehicle and the trial conditions for the complete pure electric passenger car prototype.
The industry believes that although the above-mentioned access conditions are generally high, it is expected to inject new strength into the development of new energy vehicles while standardizing the development of the industry. In the long run, this will help accelerate the development of the new energy auto industry.
Since the beginning of this year, the heat of the new energy vehicle market has not decreased. According to the latest data from the China Association of Automobile Manufacturers, in the case of the sluggish production and sales of traditional automobiles, the new energy vehicles in February were “out of the box”, with production and sales increasing by 2.7 times and 3 times respectively. Some market institutions estimate that the sales of new energy vehicles in China will increase by at least one year this year. By 2020, the number of new energy vehicles in China is expected to exceed 5 million.
However, experts said that in addition to the key factors of production access, the current constraints on the development of electric vehicles are battery performance, charging pile construction, charging interface standards and other factors, China's new energy vehicles want to achieve "curve overtaking" It still takes time.

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