Recently, the Ministry of Industry and Information Technology released the latest ``new energy automobile production enterprises and product access management rules (revised draft) " attracted the attention of the industry. Industry insiders generally believe that the "opinion draft" , which aims to regulate the production activities of new energy vehicles and significantly strengthens the design and Research and development capabilities of enterprises, will be the sword on the head that decides the life and death of new energy vehicle enterprises In particular, non-group system of independent small and medium-sized enterprises and the capital of the Internet companies to obtain qualifications will be even more difficult.
Further examination will test the financial strength of the enterprise
It is reported that For the application of new energy automobile production enterprises, they should have the necessary design and development ability, production ability, production consistency guarantee ability, The Adjuster and product safety guarantee ability And in line with the“new energy vehicle production enterprises access conditions and examination requirements. "
According to the requirements, there will be 17 specific terms for the conditions of review, 8 of which will be negative terms, and if more than two are not met, the enterprise will not be admitted.
For the first time, the requirement that enterprises should master one of the three core technologies of vehicle-mounted energy, drive system and control system was also cancelled in the "opinion draft" The adjustment should have the development ability of vehicle control system technology and the integration and matching ability of vehicle energy and drive system, and the requirements of design calculation, simulation analysis, test and verification have been increased or improved accordingly The development of the control system becomes a necessary condition.
Cheung Chi Yung, an auto industry commentator, said that the ability to develop control systems also means that auto companies must invest a lot of manpower and material resources to develop and master technology. As a result, more expenses will inevitably lead to more financial investment Whether the small and medium-sized enterprises can guarantee the capital investment will become a thorny problem.
No more than 10 industry consolidations
Earlier, China Association of Automobile Industry Executive Vice Chairman Dong Yang has revealed that the Ministry of Industry and Information Technology's goal is the future on the new pure new energy vehicle enterprises no more than 10. It also means that apart from Baic's new energy and Yangtze cars, which have qualified, there are only eight companies that want to enter the field of new energy vehicle manufacturing.
It is worth noting that the "opinions draft" in particular for the application of new energy vehicle manufacturers to make new regulations. It clearly states that the applicant is an automobile manufacturer that has obtained the "notice of production enterprises and products of road motor vehicles" Or newly-built automobile production enterprises that have completed the formalities for investment projects in accordance with the relevant state investment management regulations. Existing automobile manufacturers that produce new-energy automobiles across product categories shall also complete the formalities for investment projects in accordance with the relevant state regulations on investment management.
In the view of Cui Dongshu, secretary general of the National Passenger Vehicle Association, Foreign Investment in the field of new energy vehicles also faces the requirement of 50% share ratio, as with conventional vehicles. To Take into account the possibility of future large-scale mass production of new energy vehicles, at present, in the manufacture of vehicles on the Internet, a lot of foreign development, foreign production plant model, once into the Chinese market to obtain qualifications, but also need to meet the State investment management regulations.
At the same time, the capital market wants to take a share in the new energy vehicle manufacturing field or to make a wholly-owned acquisition, but because most of the new energy vehicle enterprises have no production qualification, the acquirer can only choose to make a joint venture with its parent company or qualified vehicle enterprises. In July, conch profiles failed to acquire Chery new energy vehicles, mainly because Chery new energy has not yet obtained the new energy vehicle production qualification.
Cui Dongshu expresses,"opinion draft"roll out is sure to promote car company to launch competition around product quality. It can be foreseen that by the policy and market two-wheel drive, new energy vehicles will also face a deep integration of the situation.
