The annual growth rate of China's auto market exceeds 20% for 8 consecutive years, and was easily reversed by the Beijing purchase restriction at the end of 2010.

"As affected by the global financial crisis, the Chinese auto industry still maintained an average annual growth rate of 13% to 15% in 2009, but now the auto market growth rate is even less than 10%." Xu Changming, director of the Information Resource Department of the National Information Center, accepts the report. I was worried about the interview.

According to the market statistics released by the China Association of Automobile Manufacturers (hereinafter referred to as "China Automobile Association"), since 2011, the domestic automobile market production and sales volume have both fallen year-on-month and month-on-month. In the first five months, automobile production and sales totaled 7.7797 million units and 791.62 units. 10,000 vehicles, a slight increase of 3.19% and 4.06% year-on-year. According to this development, the goal of maintaining the industry growth rate of "10%" in 2011 may be lost.

Recently, the State Council has called relevant ministries and commissions to discuss the development of the current domestic automotive industry. As the participating organizations included 13 key ministries directly under the Central Government and China Automobile Association, this seminar became the focus of the recent hot debate in the automotive industry.

The reporter learned that on or about June 20, the National Development and Reform Commission reported to the State Council in written form on the basis of investigations and reports that the current low level of the domestic auto consumption market was in writing, and applied for adjustment or cancellation of policies to restrict auto consumption in various places. . Afterwards, the State Council convened the leading department heads of 13 central ministries and commissions, including the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the Ministry of Commerce, as well as Dong Yang, Secretary-General of China Automobile Association, to discuss the issue through discussion.

On July 3, people familiar with the subject of the informal meeting of the State Council disclosed to reporters that the main topics of this informal meeting focused on two aspects: the restructuring of the domestic auto industry and the selection of new energy policy paths.

"The purchase restriction order is only a secondary issue, but the decision-making level also has new thinking." The source said.

According to the person’s introduction, the domestic automobile market has been sluggish for several months. As the country’s largest single car market, the self-owned brands on the Beijing market have formed a large-scale delisting; in the second, third and fourth tier cities across the country, The sales of independent brands are affected by the overall economic situation and are equally difficult to be optimistic.

At the same time, most of the high-end joint-venture brands and some imported models still maintain a continuous “blowout” trend in sales.

Regarding the issue of the retention or abolition of purchase restrictions made by self-owned brand enterprises, the person familiar with the matter said, “Since the traffic jam situation in Beijing is indeed very serious, the decision-making layer is based on the idea that other cities except Beijing are encouraged to stop the block, but they do not support purchase restrictions. Therefore, The purchase order of the Beijing auto market will not be cancelled, and other cities will not issue policy-based purchases of auto consumption, including cities such as Shanghai, Shenzhen, and Guangzhou."

“Although the Central Government does not change the Beijing purchase restriction policy, it does not support the introduction of restrictions on purchase orders in other cities in principle. However, in practice, it is unknown whether local governments that have been plagued with congestion for a long time will be able to adhere to this policy spirit. The number of." A person from CAFA commented.

The new energy policy is waiting to land. “China’s auto market has entered a new structural adjustment period for the market, and the current market decline is a structural market decline. Therefore, the central government is considering how to drive 18.6 million domestic auto market in 2010. On the basis of sales volume, the transformation of the 'quality' of China's auto industry will be realized as soon as possible. This year or later, whether the domestic market can realize the 10% to 15% increment of the industry vision is no longer the focus of the relevant departments.” The personage said, "In this context, after the industry's mergers and acquisitions, technology upgrades and market segmentation support, may be gradually introduced targeted supporting policies."

In addition, one of the important topics of this conference is still the development of new energy vehicles. The reporter was informed that the country’s overall plan for the automotive industry will in principle not introduce a single policy for a certain area, but will integrate the traditional automobile and new energy vehicle policies together.

“From 2009 until now, the policies concerning new energy vehicles have not yet been introduced. Although the policy is not yet in place, the main problem lies in the related ministries and commissions' “Development Plan for Energy-saving and New Energy Vehicle Industry (2011-2020)” led by the Ministry of Industry and Information Technology. There is still disagreement on the clarity and choice of new energy technology routes. Therefore, one of the objectives of the conference is to discuss and determine the technical path and ideas of new energy vehicles as soon as possible.” Participants disclosed that “the central leadership hopes that relevant departments We will be able to come up with a new energy automobile industry policy that can implement details and can be completed as soon as possible, and will be promulgated this year."

Although the State Council has convened more than a dozen central ministries and commissions to meet together this time, it is unlikely that there will be new policies that will exceed the expectations of the industry. On July 2, Cui Dongshu, deputy secretary-general of the National Passenger Vehicles Association, accepted The reporter pointed out during the interview.

In view of the current downturn in the domestic auto market, the State Council once again clarified that the auto industry should use this as an opportunity to achieve qualitative changes. However, policies cannot replace market mechanisms. The domestic auto industry does have a “scattered” industrial situation in some areas, but it is not advisable to accelerate the integration.

“Because from past experience, administrative mandatory mergers and reorganizations will only cause unhealthy resources that should have been eliminated under the market mechanism to be transferred to large enterprise groups. Therefore, if the State Council hopes to take market adjustment as an opportunity this year, Using the administration as a means to rapidly promote the 'change from strong to strong' in China's auto industry may bring hidden risks to big corporate groups undertaking mergers and reorganizations," said Cui Dongshu.

Due to the slowdown in market growth and the oversupply of automotive products, the competition among various car companies in the market segment has become more intense. Therefore, if the independent brands can not achieve the product structure adjustment as quickly as possible under the dual pressures of the market and policies, and highlight their own superior products to deal with subdivided competition, then any policy adjustment will be difficult to achieve its original intention. "In this regard, compared with independent brands and joint venture brands, not only has there been a lack of comparative advantages in technology, but the market has been slow due to many years of work. It is a serious situation."

Cui Dongshu also stated that “as the management of the domestic auto industry is mainly categorized by the Ministry of Science and Technology, the Ministry of Industry and Information Technology, and the three ministries and commissions of the National Development and Reform Commission. For a long time this kind of industry management has resulted in many political outbreaks that have caused divisions of departmental interests and power struggles. This has not only resulted in The energy-saving and new-energy automotive industry development plan (2011-2020), which was delayed for two years, is still difficult to introduce, making it even more difficult for the relevant leaders to truly grasp our true situation in new energy technologies and markets. Therefore, how to break the bar separation It is not this time the informal meeting of the State Council will be able to resolve the fact that the ministries and commissions have made concerted efforts to eliminate policy orientation and may form a 'great leap forward' for the industry."