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The National Development and Reform Commission has brought good news to the auto industry. The previous call for the liberalization of car purchase restrictions has been clear.
On January 19, the National Development and Reform Commission held its first press conference in 2021. At the meeting, Yan Pengcheng, Director of the General Affairs Department of the Development and Reform Commission, stated that some administrative restrictions on consumer purchases will be removed in an orderly manner this year The regulations promote the shift from purchase management to use management of consumer goods such as automobiles, and encourage purchase-restricted cities to appropriately increase the number of license plates.
The following are the main points of the above meeting:
1. In 2020, the leading indicators of investment will continue to improve, and investment funds will increase by 7.8%, especially the growth rate of state budget funds as high as 32.8%; Investment increased by 11.9%, which provided strong support for the steady recovery of investment.
2. In 2020, the number of China-Europe express trains increased against the trend, with 12,406 trains operating throughout the year, an increase of 50% year-on-year, breaking the "10,000 trains" mark for the first time.
3. The National Development and Reform Commission stated that it is incorrect to say that the policy is going to decline in an all-round way. There will be no “sharp turn” in the macro policy this year, and the necessary support will continue to be maintained.
4. In the next step, the National Development and Reform Commission will accelerate the implementation of a new human-centered urbanization strategy, improve the quality of urbanization of the agricultural transfer population, promote the coordinated development of large, medium and small cities and small towns, accelerate the construction of modern cities, and promote the integrated development of urban and rural areas .
5. This year, the National Development and Reform Commission will further remove the institutional barriers that restrict the development of private enterprises.Guide banks to actively increase the scale and proportion of private corporate credit loans , medium and long-term loans, and reduce the burden of private investment.
6. Regarding the consumption promotion policy, the National Development and Reform Commission stated that will orderly abolish some administrative restrictions on consumer purchases, promote the shift from purchase management to use management of consumer goods such as automobiles, and encourage purchase-restricted cities to appropriately increase the number of license indicators. .
will encourage purchase-restricted cities to increase the number plate indicator appropriately this year
How will we promote consumption in the first year of the 14th Five-Year Plan? Yan Pengcheng introduced at the press conference that this year, the National Development and Reform Commission will focus on improving residents' consumption capacity, improving the consumption environment, and opening up new growth points for consumption, with precise and precise measures to further give full play to the fundamental role of consumption in economic development.
In terms of specific policy directions, Yan Pengcheng introduced, one is to focus on improving residents' spending power and willingness to consume. The second is to further enhance traditional consumption with high-quality supply. The third is to seize the opportunity to follow the general trend and accelerate the cultivation of new types of consumption. The fourth is to innovate and foster regional growth poles of consumption. The fifth is to actively expand rural consumption.
Among them, for the further improvement of traditional consumption, Yan Pengcheng said that this year, we will continue to improve the quality of supply and introduce more specialized and new products to meet the diverse and multi-level consumer needs of consumers. It is necessary to improve consumption policies, orderly abolish some administrative restrictions on consumer purchases, promote the shift from purchase management to use management of consumer goods such as automobiles, and encourage purchase-restricted cities to appropriately increase the number of license plates.
At the beginning of the new year, the automobile industry ushered in a policy "good start"
In fact,The automobile industry has ushered in a number of favorable policies in recent months, and the increase in number plate indicators has also been mentioned many times.
On January 5, Ministry of Commerce and other 12 departments issued the "Notice on Several Measures to Promote Bulk Consumption, Promote and Release Rural Consumption Potential" (hereinafter referred to as the "Notice"), proposing to stabilize and expand automobiles consumption.
Specifically, the "Notice" proposes to release the potential of automobile consumption, encourage relevant cities to optimize purchase restrictions and increase the number of license plates. Carry out a new round of cars to the countryside and trade-in to encourage rural residents to purchase trucks of 3.5 tons or less and passenger cars with displacements of 1.6 liters or less for rural residents. Residents will eliminate and purchase vehicles with emission standards of National III and below. New cars will be subsidized. Improve car usage conditions, strengthen the construction of parking lots, charging piles and other facilities, and encourage charging pile operators to appropriately reduce charging service fees. Optimize automobile management and services, optimize the qualification requirements for motor vehicle safety technical inspection agencies, encourage qualified gas stations to develop non-oil products, encourage expressway service areas to enrich commercial formats, and create transportation and consumption clusters.
In fact, policies to encourage cities to optimize car purchase restrictions have been mentioned since last year. On November 18, 2020, the State Council executive meeting pointed out that consumption is the main engine of economic growth. To stabilize and expand automobile consumption. Encourage localities to adjust and optimize purchase restrictions and increase the number of license plate indicators.
Automotive Industry Analyst, New Industrialization Capacity Building of the Ministry of Industry and Information Technology "Changfeng" Program New Energy and Span1span Intelligent Connected Cars Industry Expert Think Tank Member Zhang Xiang told Brokers China reporter that the policy to increase the number of license indicators may be one aspect It is considered that the current sales of new energy vehicles are difficult to achieve the goal of "new energy vehicle sales reach about 20% of total vehicle sales" mentioned in the "New Energy Vehicle Industry Development Plan (2021-2035)" Therefore, it is necessary to increase the number plate index to increase sales.On the other hand, in order to promote the consumption of automobiles, the purchasing power is fully released by canceling the purchase restriction policy.
However, Zhang Xiang said that the current policy still lacks specific rules and needs to follow up and issue related documents. At present, although new energy vehicles are being paid more and more attention, the task of achieving the target sales of new energy vehicles during the 14th Five-Year Plan is still arduous.
This year's car sales are expected to exceed 26 million
At the China Automobile Association's January 2021 information conference held recently, Xu Haidong, deputy chief engineer of the China Automobile Association, said that the automobile industry will be running in 2020. With five characteristics, the market has recovered greatly beyond expectations; the annual sales of commercial vehicles hit a record high; the market for new energy vehicles is bright; Chinese brands are striving to make progress; and intelligent networked vehicles are starting to add new vehicles.
Xu Haidong said that 2021 is the first year of the "14th Five-Year Plan". From the perspective of the development trend of the automobile industry, with the steady recovery of the national economy, consumer demand will recover faster, and the overall potential of the Chinese automobile market is still huge Therefore, it is judged that 2020 may be the peak year of China’s auto market. 2021 will achieve recovery and positive growth. Among them, car sales are expected to exceed 26 million units, an increase of 4% year-on-year; new energy vehicles are expected to reach 1.8 million, year-on-year An increase of 40%.
The Shanxi Securities Research Report pointed out that the current macroeconomic environment is relatively stable. Although the epidemic may be repeated, it is expected that the vaccine will not have much impact on car sales because the vaccine is about to be launched. In terms of specific models, self-owned brand passenger vehicles have recovered rapidly, and electric vehicles and luxury vehicles are expected to continue their high sales momentum. On the policy side, it is expected that the future will focus on subsidizing new energy vehicles, subsidizing car purchases in fourth-tier cities, and optimizing lottery allocation.
The Bohai Securities Research Report stated that this year the government will further increase the number of license plate indicators, launch a new round of policies such as car going to the countryside and trade-in.The risk of local outbreaks of the superimposed epidemic has brought about an increase in private car purchase demand. It is expected that passenger cars will continue to recover this year, and the overall growth rate will show a trend of high and low (taking into account the base factor). Passenger cars are expected to be realized throughout the year Positive growth of 6%-10%.
