domeet webmaster

New “access rules” for new energy vehicle manufacturers and products are here.

Editor’s note: This article comes from the WeChat public account “NBD car” (ID: NBD-AUTO) , author : Zhao Cheng Li Xing.

On April 7, the Ministry of Industry and Information Technology issued a public solicitation on the Decision of the Ministry of Industry and Information Technology on Amending the “Regulations on the Administration of New Energy Vehicle Manufacturing Enterprises and Product Access (Draft for Comment)” (hereinafter referred to as “Draft”) “Draft for Comment”).

Image source: Ministry of Industry and Information Technology website

According to the “Draft for Comments”, the Ministry of Industry and Information Technology has made ten additions and deletions and amendments to the previous “Administrative Regulations on the Admission of New Energy Vehicle Manufacturing Enterprises and Products” (Ministry of Industry and Information Technology Order No. 39), including the deletion application New energy vehicle manufacturing companies’ access to the requirements for “design and development capabilities”; adjust the time for new energy vehicle manufacturing companies to stop production from 12 months to 24 months; delete the temporary transition period for new energy vehicle manufacturing companies to apply for access Terms; delete the newly-built pure electric vehicle passenger car production enterprises should also meet the provisions of the “New Pure Electric Passenger Car Management Regulations”.

For the “Draft for Comments”, the Ministry of Industry and Information Technology believes that this move can better meet the needs of the development of China’s new energy vehicle industry, further relax the entry threshold, stimulate market vitality, strengthen after-event supervision, and promote China’s new energy vehicle industry High-quality development.

Affected by the above-mentioned news, on April 7, new energy concept stocks rose, with BAIC Blue Valley (600733, SH) and Zhongtong Bus (000957) leading the gains. Among them, the highest gain of BAIC Blue Valley once reached 5.99%. As of the close, BAIC Blue Valley closed at 5.70 yuan / share.

01 、 Conducive to the new forces of car making

It is worth noting that the most noticeable item in this “Draft for Comment” is “removing the requirements for the application of new energy vehicle manufacturers’ access to the” design and development capabilities “.” This means that when an enterprise applies to the Ministry of Industry and Information Technology for relevant qualifications, its design and development capability is no longer an assessment indicator.

In this regard, some industry experts believe that the above amendments explain the new “access rules” to separate the design and R & D capabilities of new energy vehicle companies from their manufacturing capabilities.The focus of the automotive industry should be on completing manufacturing. At the same time, the new “access rules” will bring benefits to the new forces in car manufacturing.

A new car manufacturer that did not want to be named was even more blunt when interviewed by the reporter of “Daily Economic News”: “The” Draft for Comments “gave a new car company that only has manufacturing capabilities but no design and development capabilities’ ‘Rebirth’ chance. “

Image source: Photographed by reporter Li Xing

Public information shows that the current “New Energy Vehicle Access Regulations” have been implemented since July 1, 2017, and they are in line with the “Administrative Regulations on Newly Built Pure Electric Passenger Car Enterprises” issued by the National Development and Reform Commission on June 6, 2015. Regulations for the “dual qualification” of new energy vehicles. Prior to this, the “dual qualification” of new energy vehicles was extremely difficult to obtain. Currently, only 18 enterprises such as BAIC New Energy and Hezhong New Energy have obtained the production qualification of the National Development and Reform Commission; only BAIC New Energy and Changjiang Automobile have obtained sales qualifications from the Ministry of Industry and Information Technology. 13 companies.

Before that, due to the “dual qualification” restriction, most of the new forces in car manufacturing have chosen to OEM or purchase assets with production qualifications to ensure production. OEM models include cooperation between Weilai Automobile and Jianghuai Automobile; Xiaopeng Automobile and Haima Automobile, etc. In order to acquire the production qualification of FAW Huali, Baiteng Automobile did not hesitate to take over its 800 million yuan debt and over 50 million yuan of unsettled employee wages. Some in the industry believe that once the new “access rules” are implemented, they will lower the threshold for companies to build cars.

However, in order to ensure OEM quality control, according to the revised part of the “Exposure Draft”, the admitting enterprise must have the testing capabilities of the entire vehicle and self-made components, and be able to evaluate and confirm the technical requirements related to technical support capabilities.

02 、 More attention to the safety of new energy vehicles

As early as the high-level forum (2020) of the China Electric Vehicle Hundred People ’s Association held on January 11 this year, Miao Wei, Minister of the Ministry of Industry and Information Technology, focused on “accelerating reform and innovation, adopting more open and inclusive regulatory measures, and further relaxing prior access To strengthen the supervision after the event and give the enterprise and the market more choices. “

“Adjust the time for new energy vehicle production enterprises to stop production from 12 months to 24 months. This will give some companies that have the production qualification of new energy vehicles but temporarily have no production capacity a survival and buffer time. It is more conducive to revitalizing its existing resources. “Secretary General of the National Passenger Car Market Information Joint Conference