·The State Council personally took the lead in the investigation of new energy vehicle fraud investigations

The Chinese government's emphasis on the phenomenon of decoying new energy vehicles and the determination to check may far exceed the expectations of the outside world. "Now the investigation of new energy vehicle fraud is conducted by the State Council." On April 6, an authoritative person from the Ministry of Industry and Information Technology told the Economic Observer. In the previous circular, the new energy fraud investigation was initiated and implemented by the Ministry of Industry, the Ministry of Finance, the Ministry of Science and Technology, and the four ministries and commissions of the National Development and Reform Commission. The above statement means that in the past two months, the new energy The fraudulent investigation has been quietly upgraded.

"It has indeed been upgraded." The person confirmed to the reporter. As for the reasons, some industry sources said that the seriousness of some of the survey results from the surface that has surfaced exceeded the expectations of relevant departments.

The investigation of the fraudulent use of new energy vehicles began on January 21 this year. On the same day, the four ministries and commissions jointly issued the "Notice on Carrying out the Verification of the Application and Promotion of New Energy Vehicles", which was fully carried out in the country. According to the reporter's understanding, the key investigation area delineated at that time was the Yangtze River Delta region. The investigation team selected two key provinces: Zhejiang Province and Jiangsu Province.

At the same time, the four ministries did not relax their investigations in other parts of the country. In accordance with the above notice, the province-wide verification adopts two methods: self-verification of the relevant provinces and selection of on-site inspections in some provinces. Self-verification requires the relevant provinces (autonomous regions and municipalities) to verify the use and management of financial subsidies in the region, the production of new energy vehicles, the use of new energy vehicles, and form a self-inspection report, which will be submitted to the four ministries before February 5. .

However, as of now, the self-inspection report has not been released to the outside world. Some sources from new energy vehicles said that the company's self-inspection situation is not satisfactory, and most of them think that they are "no problem", which leads to the lag of the self-examination report. "The investigation is nearing the end, but the results of the investigation need to be reported to the State Council." The above-mentioned Ministry of Industry and Information Technology told reporters.

"They (the investigation team) checked for a week last week, and this week is also checking, it is estimated that the next week will basically end." A senior executive of a new energy company surveyed told reporters. At the same time, the Economic Observer reported that investigation teams including Jiangxi, Tianjin, Zhejiang and other places have begun to publish the experience summary and methods of investigations by local investigation teams on the website of the Ministry of Finance.

The Jiangxi Provincial Commissioner’s “Four in One” was published on the website of the Ministry of Finance’s website, and the Jiangxi Provincial Investigation Team has found problems and “with the four companies being investigated”. Full communication was carried out to ensure the facts... It was required to urge the units under investigation to attach great importance to the problems found in the inspections.” The rest of the localities have also discovered problems and are reporting them. "The central government is determined to carry out a thorough investigation, and at the same time change the subsidy method to let new energy vehicles embark on a path of healthy development." A business person close to the top of the government told reporters.

Thunder attacked 76 days

Since the launch of the new energy vehicle fraud investigation on January 21st, in the less than 80-day investigation, the new energy vehicle subsidy survey has gradually evolved into a “national action”. Two days after the start of the investigation, that is, on the evening of January 22, the four ministries and commissions temporarily transferred a group of elite personnel to form an investigation team to demarcate key areas. The investigation team rushed to various key areas to launch a new energy vehicle fraud investigation.

Subsequently, local governments began to organize special commissioners to carry out special inspections on the use of new energy vehicle application subsidy funds. On January 23, Finance Minister Lou Jiwei made the first response to fraudulent compensation. He said that the Ministry of Finance should strengthen fund supervision and resolutely crack down on fraud. At the same time, while the four ministries jointly investigated, the Ministry of Finance also organized a team of personnel to conduct more targeted and in-depth investigations. In addition, Lou Jiwei said that the new energy subsidy policy should be adjusted in due course and will be fully withdrawn in 2020.

On February 1, the Ministry of Finance held a video conference on the special inspection of subsidies for the promotion and application of new energy vehicles, and disclosed the details of the investigation of new energy vehicles. The inspection method selected by the Ministry of Finance is “a comprehensive inventory”. It has organized 35 commissioners across the country to inspect 25 provinces and cities including Beijing, Shanghai and Jiangsu, covering all 90 new energy vehicles supported by the central financial subsidy in 2013-2015. Production enterprises are extended to some enterprises and institutions that purchase new energy vehicles and relevant departments of local governments.

The Ministry of Finance is the first ministry of the four ministries to openly investigate the details. As the central ministry in charge of the “money bag”, the depth and breadth of its inventory are constantly escalating. The Ministry of Finance’s inventory is not only for the central financial subsidies, but also for the provinces and municipalities. The new energy subsidy funds provided by the county level 3 are also checked together, and the problems are dealt with together, and the responsibility is investigated. The inspection was officially launched on February 1, 2016 and ended in late March. The reporter was informed that the corresponding survey results have not yet been announced.

The climax of fraudulent investigations came on February 24 this year. At the State Council executive meeting hosted by Premier Li Keqiang on the same day, for the first time, it was explicitly requested to crack down on "fraudulent compensation." On March 11, the official website of the Ministry of Industry and Information Technology issued the Notice of the Ministry of Industry and Information Technology on Further Strengthening the Relevant Issues Concerning the Administration of Automobile Production Enterprises and Product Access. The notice stated that the Ministry of Industry and Information Technology will establish a credit database for automobile production enterprises and illegal violations. Automobile manufacturers such as enterprise blacklists, illegal and untrustworthy, etc. will be blacklisted by the Ministry of Industry and Information Technology.

On March 21, Minister of Industry and Information Technology, Miao Wei, said at a forum that some enterprises have discovered that there are new energy vehicle frauds. The next step will be serious treatment for these enterprises, and if there are subsidies already issued, if there is fraudulent behavior , to "deduct back." According to business sources, the investigation has found that some enterprises have defrauded new energy vehicles in some areas. Although it is not a large-scale incident, it has already caused the heads of relevant departments of the Ministry of Finance to feel "angry."

At the bottom of the pot

Affected by fraudulent investigations, although the past four months have passed in 2016, the new round of local subsidies and related promotion policies for new energy vehicles have not yet reached the stage. At present, only about 20 provinces and municipalities have issued specific policies, and the rest remain In the wait and see. Affected by this, the terminal sales of new energy vehicles in many cities have been stagnant, and the construction of charging piles and battery supply related to the industrial chain have also been implicated.

"In addition to Beijing, foreign cities are in a policy gap period, and markets outside Beijing are also in a semi-stagnation state." A person in charge of a new energy vehicle sales company in China told reporters. However, with the end of the fraudulent investigation, local policies will be introduced one after another, and the development of new energy vehicles will return to the fast-growing lane.

What is more noteworthy is that while the fraudulent investigations are being carried out, the conscious policy adjustments of relevant departments have also begun. In addition to the blacklisting system mentioned above and the entry barriers, the new model is gradually being explored in terms of subsidies.

At the end of January this year, Lou Jiwei said that the Ministry of Finance should further improve the fiscal policy and innovation system in the future to upgrade the level of the new energy vehicle industry. "The first is to adjust the subsidy policy, establish the selection mechanism and the elimination mechanism; the second is to establish a market-based support mechanism, which is also the direction of medium- and long-term support policy adjustment. In this regard, California's zero-emissions policy and the point transaction system can be used for reference. Lou Jiwei said.

In terms of adjusting the subsidy system and establishing a selection mechanism and a phase-out mechanism, the Ministry of Finance will raise the threshold for subsidies in the future and highlight support for advantageous enterprises. On the one hand, it will greatly improve the safety, reliability and consistency of the whole vehicle, as well as the technical standards of key components, highlighting the policy orientation of encouraging advanced, supporting and strengthening, and making the funds lean toward the dominant enterprises, preventing industrial surplus and blindness. Disorderly development, enterprises that fail to meet the standards cannot receive subsidies.

On the other hand, it is necessary to strictly implement the system of subsidy and subsidy, and force enterprises to accelerate development towards the market. According to the subsidy policy issued by the Ministry of Finance at the beginning of last year, the new energy vehicle subsidy standard will be adjusted 20% from 2017 to 2018, and 40% from 2019 to 2020. After 2020, the subsidy policy will be completely withdrawn. "Subsidy policies are issued and clarified in advance so that enterprises can form scientific and reasonable expectations. At present, it is necessary to strengthen fund supervision and resolutely crack down on all kinds of fraudulent subsidies and rent-seeking." Lou Jiwei said.

In addition, after the financial subsidies are withdrawn, the state will establish a new energy vehicle points system. The senior officials of the Ministry of Finance revealed that in the past few years, the Ministry of Finance has been working hard to promote the establishment of a new energy vehicle integral trading mechanism. After repeated argumentation and research, the idea has been formed. At the same time, the central government will clearly adopt the "substitute award" method to reward enterprises according to indicators such as power battery performance and sales volume, and increase support for digital battery manufacturing equipment. This is the first time that government subsidies in the field of new energy have shifted to the parts and components, and this is also an important event in the change of subsidies.

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