The new round of new energy vehicle promotion policies did not include mixed passenger vehicles. In the area of ​​mixed-use passenger cars of a certain scale, has the subsidy been retired?

In the next phase of the new energy vehicle promotion policy, the hybrid bus has disappeared. In the “Ten Cities One Thousand Vehicles” pilot project launched in the past three years, energy-saving vehicles including hybrid buses were included.

As for the question of whether hybrid buses should continue to be subsidized, Wu Wei, researcher of the Industry Coordination Department of the National Development and Reform Commission, said that this year laid a foundation for the promotion of 5,000 hybrid buses in non-pilot cities and should continue to give promotion policies. It is worth noting that this remark is precisely after the introduction of the above-mentioned New Deal - "Notice on Continuing the Promotion and Application of New Energy Vehicles" (hereinafter referred to as the "Notice").

Hong Siming, deputy general manager of Fujian Province Fugong Power Technology Stock Co., Ltd., accepted the interview with the first electric journalist. He believes that under the promotion of the previous subsidy policy, the level of hybrid buses has obviously improved, but the scale of the scale has not reached a significant cost reduction. The extent of this, if the cancellation of the subsidies for hybrid buses at this time, the cumulative results may have turned into a bubble.

Mixed bus prices have not dropped significantly

In the previous round of "Ten Thousand Cities" promotion, energy-saving and new energy vehicles were included, and hybrid buses were also within the scope of subsidies. In the promotion of 3000-5000 hybrid buses in non-pilot cities in the first half of this year, subsidies of up to RMB 420,000 were given. With the completion of the two policies of “Ten Cities and a Thousand Vehicles” and non-pilot cities to promote hybrid passenger cars, the subsidies for hybrid passenger cars have come to an abrupt end. The newly issued "Notice" is only for new energy vehicles and does not include hybrid buses.

In addition to Wu Wei said that it should continue to give mixed bus promotion policy, and another central ministry official told reporters that the future will continue to introduce a policy for mixed passenger cars, but subsidies may become a form of tax relief. Regrettably, several months after the end of the previous policy, the policy of mixed passenger coaches has been unclear, and the mixed passenger car market has been almost stagnant.

Kunming is a city with a large number of hybrid buses. According to the person in charge of Kunming Public Transport, Kunming has a total of 750 energy-saving and new energy buses, including 680 mixed-use buses. “The failure rate of the first batch of hybrid buses promoted is very high, but under the continuous improvement of the manufacturers, the failure rate of mixed passenger cars is gradually reduced, and the reliability is improved quickly.”

However, the above-mentioned person in charge believes that there is little change in the prices of mixed passenger cars. At present, one car still needs more than 900,000 yuan. In the past, it was able to get a subsidy of RMB 420,000. Now it has suddenly disappeared, and it is difficult for bus companies to accept it. He believes that stagnant subsidies are a devastating blow to the mixed passenger car market. Without subsidies, it is difficult for enterprises that have previously worked as hybrid passenger cars to survive. After these companies have closed down or changed their direction of development, the hybrid buses purchased by public transport companies in the earlier period will face problems that cannot be maintained. "By the general 8-10 year premium for buses, after the closure of a large number of manufacturers, spare parts procurement how to do?"

The market is worrying

Among Kunming hybrid buses, Fujian Fugong's hybrid bus system accounts for 20%-30%. Hongsi Ming told reporters: “There has been no order for hybrid bus systems for a long time. We have begun to develop purely electric and plug-in hybrid bus systems in the absence of policy. General hybrid bus market The outlook is worrying.” “The efficiency of the system for domestic workers in the domestic companies is quite obvious. The fuel consumption of the 100km/h system with no idle stop is around 24L, and the energy consumption per 100km for the system with idle stop is up to 17.69L.” The person in charge told the reporter: “If you subsidize, you still intend to continue to buy hybrid buses. However, if there is no subsidies, even if the fuel saving rate is high, you will not be able to pay back the cost.”

A person in charge of Yutong Bus said: “Before this, the maximum number of hybrid buses was 420,000. The current cost of hybrid buses has dropped. If subsidies can be maintained at RMB 250,000, hybrid buses will still have a certain market, but the market size will not If the subsidy is less than RMB 150,000, the entire hybrid bus market will face a situation that is difficult to promote and may even disappear.”

A person in charge of Jinlong Bus also believes that the subsidies should continue. “The hybrid bus promotion can only be said to have just begun. It has not yet reached the point where the departure subsidies can be marketized. Compared with traditional passenger cars, hybrid buses are mainly expensive in the power system. Through the demonstration operation in the past two years, the cost of the Fugong system used by Golden Dragon has decreased significantly and its reliability is also good, but the price is still much higher than that of the traditional passenger car.”

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November 29, 2023