“福利”没了，插电混动汽车还能卖掉吗？

中国能源报2021-03-03

日前，上海市人民政府办公厅发布《上海市鼓励购买和使用新能源汽车实施办法》，其中明确指出：自2023年1月1日起，消费者购买插电式混合动力（含增程式）（下称“插电混动”）汽车的，上海市将不再发放专用牌照额度，且受让人受让二手插电混动(含增程式)车辆的，亦无法申领专用牌照额度。新政的发布，意味着上海将成为继北京之后，在新能源汽车领域只为纯电动汽车和燃料电池汽车发放专用牌照的城市。插电混动车型的市场...

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2021-03-03
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href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2137950223_7f6e880f01900xh84.html><strong>中国能源报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前，上海市人民政府办公厅发布《上海市鼓励购买和使用新能源汽车实施办法》，其中明确指出：自2023年1月1日起，消费者购买插电式混合动力（含增程式）（下称“插电混动”）汽车的，上海市将不再发放专用牌照额度，且受让人受让二手插电混动(含增程式)车辆的，亦无法申领专用牌照额度。\n新政的发布，意味着上海将成为继北京之后，在新能源汽车领域只为纯电动汽车和燃料电池汽车发放专用牌照的城市。插电混动车型的市场...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2137950223_7f6e880f01900xh84.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LI","symbol_name":"理想汽车","start_time":0,"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2137950223_7f6e880f01900xh84.html","article_id":"2116140905","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/275d17004018261be019670f23c46403"],"rights":{"source":"sina_symbol","url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2137950223_7f6e880f01900xh84.html","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.extra-info, .source{#sourceStyle#;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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sold?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c54f66c4124614a383f2ff228081984d","symbols_score_info":{"LI":0.9,"01211":0.9},"content_text":"日前，上海市人民政府办公厅发布《上海市鼓励购买和使用新能源汽车实施办法》，其中明确指出：自2023年1月1日起，消费者购买插电式混合动力（含增程式）（下称“插电混动”）汽车的，上海市将不再发放专用牌照额度，且受让人受让二手插电混动(含增程式)车辆的，亦无法申领专用牌照额度。\n新政的发布，意味着上海将成为继北京之后，在新能源汽车领域只为纯电动汽车和燃料电池汽车发放专用牌照的城市。插电混动车型的市场空间是否会因此遭到挤压？\n直面燃油车竞争\n插电混动汽车作为传统燃油车和纯电动汽车的中间产物之一，让消费者对纯电动汽车有了初步了解，且可减轻消费者的里程焦虑。记者了解到，一直以来，为使插电混动车逐步取代燃油车，比亚迪、上汽、丰田等品牌接连发布更低成本的插电混动技术。\n然而，尽管多家车企宣称消费者购买、使用插电混动车的成本已与普通燃油车相同，但实际上仍面临诸多推广难题。如果失去牌照以及免购置税、免车船税的优势，插电混动车全寿命使用成本仍难与燃油车竞争。有资料显示，对普通家庭消费者而言，插电混动车的初次购置成本，即使算上免购置税优惠，仍比燃油车高15%-20%，对应到A级家用车上，成本高出约2万元。\n数据显示，2020年上海市新能源乘用车上险量为125187辆，插电混动汽车在该市新能源乘用车中占比为38.71%、在全国新能源车总上险量中的占比为4.35%。\n业内人士普遍认为，从整体来看，支持新能源汽车发展无疑仍将是上海坚定不移的方向。但两年后，发放免费牌照将仅限于纯电动汽车和燃料电池汽车，插电混动类汽车将不再享受这一优待，届时后者也将直面传统燃油车型以及弱混类车型的竞争。\n华西证券认为，插电混动车型在 2023年后将直接和传统燃油车及节能汽车竞争，车型本身的产品力及成本优势将愈发重要，供给质变或将成为撬动需求的最重要因素。\n环保效果频遭质疑\n除了用车成本较高，插电混动车型作为新能源汽车的一员，其环保性也备受环保组织质疑。一些业内人士指出，很多消费者购买了插电混动车后并不会以纯电模式驾驶，而是依然当作燃油车使用。相比之下，纯电动汽车更具节能减排优势。业内人士普遍认为，此次上海市限制插混牌照，是对纯电动汽车推广普及的重大利好。\n安信证券认为，随着上海逐渐收紧新能源汽车尤其是对插电混动车型的牌照限制发放，待2023年插电混动不再享受新能源号牌“福利”后，上海的插电混动市场将受制于牌照紧缺，而被纯电车型所取代。\n全国乘用车市场联席会秘书长崔东树也向记者表达了类似观点。他认为，纯电动汽车是未来的发展方向，插电混动车已逐步完成其过渡使命。“近年来消费者对纯电动汽车的接受程度越来越高，上海市此举也是合理的选择。”\n中汽协公布的数据显示，国内1月新能源汽车销量已连续7个月刷新销量纪录，产销量分别达到19.4万辆和17.9万辆，同比增幅分别高达285.8%和238.5%。其中，纯电动汽车产销分别完成16.6万辆和15.1万辆，同比分别增长366.6%和287.8%；插电式混合动力汽车产销分别完成2.8万辆和2.9万辆，同比分别增长92.4%和104.7%。市场逐渐转向纯电动车型的趋势愈发明显。\n有业内人士指出，上海市现行的新能源汽车牌照政策存在一定漏洞，成了不少人免费获取号牌的途径。本次新规在完善政策、堵住漏洞的同时，还能进一步刺激新能源汽车配套设施的建设。\n记者了解到，目前上海市存量的插电混动汽车大都是网约车和一部分个人用户，运营车辆不受该政策管辖，但是当插电混动与增程式汽车不再拥有政策支持时，消费者购买此类产品的倾向就会开始转移，厂家也将失去研发迭代产品的动力，未来可能会间接导致上海整个网约车市场的洗牌。同时，充电资源将更紧张，更加利好充电桩产业。\n相关车企“两手抓”\n根据乘联会公布的数据，插电混动市场当下销量最高的三家头部车企分别为比亚迪、上汽乘用车、理想汽车。2020年，插电混动车型在上海市的渗透率达13.4%，为全国最高。\n但即将到来的新规，或将影响相关车企的产品布局。新能源牌照此前一直是插电混动车的一大卖点，且上海市是此类车型的主要市场之一。以布局插电混动、增程式车型为主的相关车企，不得不作出必要战略调整。\n此前，理想汽车一直主打增程式汽车，但理想汽车CEO李想日前表示，理想汽车在未来十年将会以“增程+纯电”并行的路线发展。“一是以城市纯电、长途发电为用户价值的增程电动平台，二是10分钟补充300-500 公里续航的400千瓦超快充的高压纯电平台。”有消息称，理想汽车已于近期启动纯电动汽车项目，首款纯电动汽车计划于2023年发布。\n而比亚迪对于插电混动政策的收紧早有准备。去年10月，比亚迪高级副总裁廉玉波透露，比亚迪计划将在今年4月推出新的电动汽车平台，该平台将应用大量创新技术，可在安全、成本、续航等方面达到与燃油车同等水平。\n值得注意的是，上海市此次的新政还是设置了一个过渡期。从今年3月1日起正式施行新规后，一直持续到2022年12月31日，在上海市购买插电混动车型依然可以享受免费送新能源牌照的政策。\n崔东树认为，相关车企或将考虑转变技术路线布局纯电动汽车，而两年的过渡期也是一个较为充裕的时间。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":365253512,"gmtCreate":1614749614336,"gmtModify":1704774753749,"author":{"id":"3569548969726331","authorId":"3569548969726331","name":"Kiong715","avatar":"https://static.tigerbbs.com/430fe97e4d207e39d27d253bf8124443","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3569548969726331","idStr":"3569548969726331"},"htmlText":"aa","listText":"aa","text":"aa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365253512","repostId":2116140905,"repostType":4,"repost":{"id":"2116140905","kind":"news","pubTimestamp":1614748204,"share":"https://ttm.financial/m/news/2116140905?lang=en_US&edition=fundamental","pubTime":"2021-03-03 13:10","market":"sh","language":"zh","title":"With the \"welfare\" gone, can plug-in hybrid cars still be sold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2116140905","media":"中国能源报","summary":"日前，上海市人民政府办公厅发布《上海市鼓励购买和使用新能源汽车实施办法》，其中明确指出：自2023年1月1日起，消费者购买插电式混合动力（含增程式）（下称“插电混动”）汽车的，上海市将不再发放专用牌照","content":"<p>A few days ago, the General Office of the Shanghai Municipal People's Government issued the \"Implementation Measures for Encouraging the Purchase and Use of New Energy Vehicles in Shanghai\", which clearly stated that starting from January 1, 2023, consumers will purchase plug-in hybrid (including extended-range) (hereinafter referred to as \"plug-in hybrid\") vehicles, Shanghai will no longer issue special license quotas, and if the transferee transfers second-hand plug-in hybrid (including extended-range) vehicles, it will not be able to apply for special license quotas.</p><p>The release of the New Deal means that Shanghai will become the city that only issues special licenses for pure electric vehicles and fuel cell vehicles in the field of new energy vehicles after Beijing. Will the market space of plug-in hybrid models be squeezed as a result?</p><p>Facing the competition of fuel vehicles</p><p>As one of the intermediate products between traditional fuel vehicles and pure electric vehicles, plug-in hybrid vehicles give consumers a preliminary understanding of pure electric vehicles and can reduce consumers' mileage anxiety. The reporter learned that in order to gradually replace fuel vehicles with plug-in hybrid vehicles,<a href=\"https://laohu8.com/S/002594\">BYD</a>, SAIC, Toyota and other brands have successively released lower-cost plug-in hybrid technologies.</p><p>However, although many car companies claim that the cost of purchasing and using plug-in hybrid vehicles for consumers is the same as that of ordinary fuel vehicles, they actually still face many promotion difficulties. If the license plate and the advantages of exemption from purchase tax and vehicle and vessel tax are lost, the lifetime cost of plug-in hybrid vehicles will still be difficult to compete with fuel vehicles. According to some data, for ordinary household consumers, the initial purchase cost of plug-in hybrid vehicles, even if the purchase tax exemption is included, is still 15%-20% higher than that of fuel vehicles. Corresponding to A-class family vehicles, the cost is about 20,000 yuan higher.</p><p>Data show that in 2020, the number of new energy passenger vehicles insured in Shanghai was 125,187, and plug-in hybrid vehicles accounted for 38.71% of the city's new energy passenger vehicles, accounting for 38.71% of the total number of new energy passenger vehicles<a href=\"https://laohu8.com/S/600617\">National New Energy</a>The proportion of the total car insurance is 4.35%.</p><p>Industry insiders generally believe that overall, supporting the development of new energy vehicles will undoubtedly remain Shanghai's unswerving direction. However, two years later, the issuance of free licenses will be limited to pure electric vehicles and fuel cell vehicles, and plug-in hybrid vehicles will no longer enjoy this preferential treatment. By then, the latter will also face competition from traditional fuel vehicles and weak hybrid vehicles.</p><p><a href=\"https://laohu8.com/S/002926\">West China Securities</a>It is believed that plug-in hybrid models will directly compete with traditional fuel vehicles and energy-saving vehicles after 2023. The product strength and cost advantages of the models themselves will become increasingly important, and qualitative changes in supply may become the most important factor in inciting demand.</p><p>Environmental protection effects are frequently questioned</p><p>In addition to the high cost of using vehicles, plug-in hybrid vehicles, as a member of new energy vehicles, have also been questioned by environmental organizations for their environmental protection. Some industry insiders pointed out that many consumers will not drive in pure electric mode after purchasing plug-in hybrid vehicles, but still use them as fuel vehicles. In contrast, pure electric vehicles have more advantages in energy saving and emission reduction. Industry insiders generally believe that Shanghai's restrictions on plug-in hybrid licenses are a major benefit to the promotion and popularization of pure electric vehicles.</p><p>Essence Securities believes that as Shanghai gradually tightens the license restrictions on the issuance of new energy vehicles, especially plug-in hybrid models, after plug-in hybrids no longer enjoy the \"benefits\" of new energy license plates in 2023, Shanghai's plug-in hybrid The market will be subject to the shortage of license plates and replaced by pure electric vehicles.</p><p>Cui Dongshu, secretary-general of the National Passenger Car Market Association, also expressed similar views to reporters. He believes that pure electric vehicles are the future development direction, and plug-in hybrid vehicles have gradually completed their transitional mission. \"In recent years, consumers have become more and more accepting of pure electric vehicles, and Shanghai's move is also a reasonable choice.\"</p><p>Data released by the China Association of Automobile Manufacturers shows that domestic sales of new energy vehicles in January have set new sales records for seven consecutive months, with production and sales reaching 194,000 and 179,000 respectively, with year-on-year increases of 285.8% and 238.5% respectively. Among them, the production and sales of pure electric vehicles were 166,000 and 151,000 respectively, a year-on-year increase of 366.6% and 287.8% respectively; The production and sales of plug-in hybrid vehicles were 28,000 and 29,000 respectively, a year-on-year increase of 92.4% and 104.7% respectively. The trend of the market gradually shifting to pure electric models is becoming more and more obvious.</p><p>Industry insiders pointed out that there are certain loopholes in Shanghai's current new energy vehicle license plate policy, which has become a way for many people to obtain license plates for free. While improving policies and plugging loopholes, this new regulation can further stimulate the construction of supporting facilities for new energy vehicles.</p><p>The reporter learned that most of the plug-in hybrid vehicles currently in stock in Shanghai are online car-hailing vehicles and some individual users, and operating vehicles are not subject to this policy. However, when plug-in hybrid and extended-range vehicles no longer have policy support, consumers The tendency to buy such products will begin to shift, and manufacturers will lose the motivation to develop iterative products, which may indirectly lead to a reshuffle of the entire online car-hailing market in Shanghai in the future. At the same time, charging resources will be more tense, which will be more beneficial to the charging pile industry.</p><p>Relevant car companies \"grasp with both hands\"</p><p>According to data released by the Passenger Car Association, the three leading car companies with the highest sales in the plug-in hybrid market are BYD, SAIC Passenger Cars,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>。 In 2020, the penetration rate of plug-in hybrid models in Shanghai reached 13.4%, the highest in the country.</p><p>However, the upcoming new regulations may affect the product layout of related car companies. New energy licenses have always been a major selling point for plug-in hybrid vehicles before, and Shanghai is one of the main markets for such vehicles. Relevant car companies that mainly deploy plug-in hybrid and extended-range models have to make necessary strategic adjustments.</p><p>Previously, Li Auto has been focusing on extended-range vehicles, but Li Auto CEO Li Xiang recently stated that Li Auto will develop on the parallel route of \"extended-range + pure electric vehicles\" in the next ten years. \"One is an extended-range electric platform with urban pure electricity and long-distance power generation as user value, and the other is a high-voltage pure electric platform with 400-kilowatt ultra-fast charging that can replenish the range of 300-500 kilometers in 10 minutes.\" According to sources, Li Auto has recently launched a pure electric vehicle project, and the first pure electric vehicle is scheduled to be released in 2023.</p><p>BYD has long been prepared for the tightening of plug-in hybrid policies. In October last year, Lian Yubo, senior vice president of BYD, revealed that BYD plans to launch a new electric vehicle platform in April this year, which will apply a large number of innovative technologies and can reach the same level as fuel vehicles in terms of safety, cost, and battery life.</p><p>It is worth noting that Shanghai's new policy still sets a transition period. After the new regulations are officially implemented on March 1 this year and last until December 31, 2022, you can still enjoy the policy of free new energy license plates when purchasing plug-in hybrid models in Shanghai.</p><p>Cui Dongshu believes that relevant car companies may consider changing their technical routes to deploy pure electric vehicles, and the two-year transition period is also a relatively ample time.</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the \"welfare\" gone, can plug-in hybrid cars still be sold?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the \"welfare\" gone, can plug-in hybrid cars still be sold?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国能源报</strong><span class=\"h-time small\">2021-03-03 13:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A few days ago, the General Office of the Shanghai Municipal People's Government issued the \"Implementation Measures for Encouraging the Purchase and Use of New Energy Vehicles in Shanghai\", which clearly stated that starting from January 1, 2023, consumers will purchase plug-in hybrid (including extended-range) (hereinafter referred to as \"plug-in hybrid\") vehicles, Shanghai will no longer issue special license quotas, and if the transferee transfers second-hand plug-in hybrid (including extended-range) vehicles, it will not be able to apply for special license quotas.</p><p>The release of the New Deal means that Shanghai will become the city that only issues special licenses for pure electric vehicles and fuel cell vehicles in the field of new energy vehicles after Beijing. Will the market space of plug-in hybrid models be squeezed as a result?</p><p>Facing the competition of fuel vehicles</p><p>As one of the intermediate products between traditional fuel vehicles and pure electric vehicles, plug-in hybrid vehicles give consumers a preliminary understanding of pure electric vehicles and can reduce consumers' mileage anxiety. The reporter learned that in order to gradually replace fuel vehicles with plug-in hybrid vehicles,<a href=\"https://laohu8.com/S/002594\">BYD</a>, SAIC, Toyota and other brands have successively released lower-cost plug-in hybrid technologies.</p><p>However, although many car companies claim that the cost of purchasing and using plug-in hybrid vehicles for consumers is the same as that of ordinary fuel vehicles, they actually still face many promotion difficulties. If the license plate and the advantages of exemption from purchase tax and vehicle and vessel tax are lost, the lifetime cost of plug-in hybrid vehicles will still be difficult to compete with fuel vehicles. According to some data, for ordinary household consumers, the initial purchase cost of plug-in hybrid vehicles, even if the purchase tax exemption is included, is still 15%-20% higher than that of fuel vehicles. Corresponding to A-class family vehicles, the cost is about 20,000 yuan higher.</p><p>Data show that in 2020, the number of new energy passenger vehicles insured in Shanghai was 125,187, and plug-in hybrid vehicles accounted for 38.71% of the city's new energy passenger vehicles, accounting for 38.71% of the total number of new energy passenger vehicles<a href=\"https://laohu8.com/S/600617\">National New Energy</a>The proportion of the total car insurance is 4.35%.</p><p>Industry insiders generally believe that overall, supporting the development of new energy vehicles will undoubtedly remain Shanghai's unswerving direction. However, two years later, the issuance of free licenses will be limited to pure electric vehicles and fuel cell vehicles, and plug-in hybrid vehicles will no longer enjoy this preferential treatment. By then, the latter will also face competition from traditional fuel vehicles and weak hybrid vehicles.</p><p><a href=\"https://laohu8.com/S/002926\">West China Securities</a>It is believed that plug-in hybrid models will directly compete with traditional fuel vehicles and energy-saving vehicles after 2023. The product strength and cost advantages of the models themselves will become increasingly important, and qualitative changes in supply may become the most important factor in inciting demand.</p><p>Environmental protection effects are frequently questioned</p><p>In addition to the high cost of using vehicles, plug-in hybrid vehicles, as a member of new energy vehicles, have also been questioned by environmental organizations for their environmental protection. Some industry insiders pointed out that many consumers will not drive in pure electric mode after purchasing plug-in hybrid vehicles, but still use them as fuel vehicles. In contrast, pure electric vehicles have more advantages in energy saving and emission reduction. Industry insiders generally believe that Shanghai's restrictions on plug-in hybrid licenses are a major benefit to the promotion and popularization of pure electric vehicles.</p><p>Essence Securities believes that as Shanghai gradually tightens the license restrictions on the issuance of new energy vehicles, especially plug-in hybrid models, after plug-in hybrids no longer enjoy the \"benefits\" of new energy license plates in 2023, Shanghai's plug-in hybrid The market will be subject to the shortage of license plates and replaced by pure electric vehicles.</p><p>Cui Dongshu, secretary-general of the National Passenger Car Market Association, also expressed similar views to reporters. He believes that pure electric vehicles are the future development direction, and plug-in hybrid vehicles have gradually completed their transitional mission. \"In recent years, consumers have become more and more accepting of pure electric vehicles, and Shanghai's move is also a reasonable choice.\"</p><p>Data released by the China Association of Automobile Manufacturers shows that domestic sales of new energy vehicles in January have set new sales records for seven consecutive months, with production and sales reaching 194,000 and 179,000 respectively, with year-on-year increases of 285.8% and 238.5% respectively. Among them, the production and sales of pure electric vehicles were 166,000 and 151,000 respectively, a year-on-year increase of 366.6% and 287.8% respectively; The production and sales of plug-in hybrid vehicles were 28,000 and 29,000 respectively, a year-on-year increase of 92.4% and 104.7% respectively. The trend of the market gradually shifting to pure electric models is becoming more and more obvious.</p><p>Industry insiders pointed out that there are certain loopholes in Shanghai's current new energy vehicle license plate policy, which has become a way for many people to obtain license plates for free. While improving policies and plugging loopholes, this new regulation can further stimulate the construction of supporting facilities for new energy vehicles.</p><p>The reporter learned that most of the plug-in hybrid vehicles currently in stock in Shanghai are online car-hailing vehicles and some individual users, and operating vehicles are not subject to this policy. However, when plug-in hybrid and extended-range vehicles no longer have policy support, consumers The tendency to buy such products will begin to shift, and manufacturers will lose the motivation to develop iterative products, which may indirectly lead to a reshuffle of the entire online car-hailing market in Shanghai in the future. At the same time, charging resources will be more tense, which will be more beneficial to the charging pile industry.</p><p>Relevant car companies \"grasp with both hands\"</p><p>According to data released by the Passenger Car Association, the three leading car companies with the highest sales in the plug-in hybrid market are BYD, SAIC Passenger Cars,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>。 In 2020, the penetration rate of plug-in hybrid models in Shanghai reached 13.4%, the highest in the country.</p><p>However, the upcoming new regulations may affect the product layout of related car companies. New energy licenses have always been a major selling point for plug-in hybrid vehicles before, and Shanghai is one of the main markets for such vehicles. Relevant car companies that mainly deploy plug-in hybrid and extended-range models have to make necessary strategic adjustments.</p><p>Previously, Li Auto has been focusing on extended-range vehicles, but Li Auto CEO Li Xiang recently stated that Li Auto will develop on the parallel route of \"extended-range + pure electric vehicles\" in the next ten years. \"One is an extended-range electric platform with urban pure electricity and long-distance power generation as user value, and the other is a high-voltage pure electric platform with 400-kilowatt ultra-fast charging that can replenish the range of 300-500 kilometers in 10 minutes.\" According to sources, Li Auto has recently launched a pure electric vehicle project, and the first pure electric vehicle is scheduled to be released in 2023.</p><p>BYD has long been prepared for the tightening of plug-in hybrid policies. In October last year, Lian Yubo, senior vice president of BYD, revealed that BYD plans to launch a new electric vehicle platform in April this year, which will apply a large number of innovative technologies and can reach the same level as fuel vehicles in terms of safety, cost, and battery life.</p><p>It is worth noting that Shanghai's new policy still sets a transition period. After the new regulations are officially implemented on March 1 this year and last until December 31, 2022, you can still enjoy the policy of free new energy license plates when purchasing plug-in hybrid models in Shanghai.</p><p>Cui Dongshu believes that relevant car companies may consider changing their technical routes to deploy pure electric vehicles, and the two-year transition period is also a relatively ample time.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2137950223_7f6e880f01900xh84.html\">中国能源报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/275d17004018261be019670f23c46403","relate_stocks":{"LI":"理想汽车","01211":"比亚迪股份"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2137950223_7f6e880f01900xh84.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116140905","content_text":"日前，上海市人民政府办公厅发布《上海市鼓励购买和使用新能源汽车实施办法》，其中明确指出：自2023年1月1日起，消费者购买插电式混合动力（含增程式）（下称“插电混动”）汽车的，上海市将不再发放专用牌照额度，且受让人受让二手插电混动(含增程式)车辆的，亦无法申领专用牌照额度。\n新政的发布，意味着上海将成为继北京之后，在新能源汽车领域只为纯电动汽车和燃料电池汽车发放专用牌照的城市。插电混动车型的市场空间是否会因此遭到挤压？\n直面燃油车竞争\n插电混动汽车作为传统燃油车和纯电动汽车的中间产物之一，让消费者对纯电动汽车有了初步了解，且可减轻消费者的里程焦虑。记者了解到，一直以来，为使插电混动车逐步取代燃油车，比亚迪、上汽、丰田等品牌接连发布更低成本的插电混动技术。\n然而，尽管多家车企宣称消费者购买、使用插电混动车的成本已与普通燃油车相同，但实际上仍面临诸多推广难题。如果失去牌照以及免购置税、免车船税的优势，插电混动车全寿命使用成本仍难与燃油车竞争。有资料显示，对普通家庭消费者而言，插电混动车的初次购置成本，即使算上免购置税优惠，仍比燃油车高15%-20%，对应到A级家用车上，成本高出约2万元。\n数据显示，2020年上海市新能源乘用车上险量为125187辆，插电混动汽车在该市新能源乘用车中占比为38.71%、在全国新能源车总上险量中的占比为4.35%。\n业内人士普遍认为，从整体来看，支持新能源汽车发展无疑仍将是上海坚定不移的方向。但两年后，发放免费牌照将仅限于纯电动汽车和燃料电池汽车，插电混动类汽车将不再享受这一优待，届时后者也将直面传统燃油车型以及弱混类车型的竞争。\n华西证券认为，插电混动车型在 2023年后将直接和传统燃油车及节能汽车竞争，车型本身的产品力及成本优势将愈发重要，供给质变或将成为撬动需求的最重要因素。\n环保效果频遭质疑\n除了用车成本较高，插电混动车型作为新能源汽车的一员，其环保性也备受环保组织质疑。一些业内人士指出，很多消费者购买了插电混动车后并不会以纯电模式驾驶，而是依然当作燃油车使用。相比之下，纯电动汽车更具节能减排优势。业内人士普遍认为，此次上海市限制插混牌照，是对纯电动汽车推广普及的重大利好。\n安信证券认为，随着上海逐渐收紧新能源汽车尤其是对插电混动车型的牌照限制发放，待2023年插电混动不再享受新能源号牌“福利”后，上海的插电混动市场将受制于牌照紧缺，而被纯电车型所取代。\n全国乘用车市场联席会秘书长崔东树也向记者表达了类似观点。他认为，纯电动汽车是未来的发展方向，插电混动车已逐步完成其过渡使命。“近年来消费者对纯电动汽车的接受程度越来越高，上海市此举也是合理的选择。”\n中汽协公布的数据显示，国内1月新能源汽车销量已连续7个月刷新销量纪录，产销量分别达到19.4万辆和17.9万辆，同比增幅分别高达285.8%和238.5%。其中，纯电动汽车产销分别完成16.6万辆和15.1万辆，同比分别增长366.6%和287.8%；插电式混合动力汽车产销分别完成2.8万辆和2.9万辆，同比分别增长92.4%和104.7%。市场逐渐转向纯电动车型的趋势愈发明显。\n有业内人士指出，上海市现行的新能源汽车牌照政策存在一定漏洞，成了不少人免费获取号牌的途径。本次新规在完善政策、堵住漏洞的同时，还能进一步刺激新能源汽车配套设施的建设。\n记者了解到，目前上海市存量的插电混动汽车大都是网约车和一部分个人用户，运营车辆不受该政策管辖，但是当插电混动与增程式汽车不再拥有政策支持时，消费者购买此类产品的倾向就会开始转移，厂家也将失去研发迭代产品的动力，未来可能会间接导致上海整个网约车市场的洗牌。同时，充电资源将更紧张，更加利好充电桩产业。\n相关车企“两手抓”\n根据乘联会公布的数据，插电混动市场当下销量最高的三家头部车企分别为比亚迪、上汽乘用车、理想汽车。2020年，插电混动车型在上海市的渗透率达13.4%，为全国最高。\n但即将到来的新规，或将影响相关车企的产品布局。新能源牌照此前一直是插电混动车的一大卖点，且上海市是此类车型的主要市场之一。以布局插电混动、增程式车型为主的相关车企，不得不作出必要战略调整。\n此前，理想汽车一直主打增程式汽车，但理想汽车CEO李想日前表示，理想汽车在未来十年将会以“增程+纯电”并行的路线发展。“一是以城市纯电、长途发电为用户价值的增程电动平台，二是10分钟补充300-500 公里续航的400千瓦超快充的高压纯电平台。”有消息称，理想汽车已于近期启动纯电动汽车项目，首款纯电动汽车计划于2023年发布。\n而比亚迪对于插电混动政策的收紧早有准备。去年10月，比亚迪高级副总裁廉玉波透露，比亚迪计划将在今年4月推出新的电动汽车平台，该平台将应用大量创新技术，可在安全、成本、续航等方面达到与燃油车同等水平。\n值得注意的是，上海市此次的新政还是设置了一个过渡期。从今年3月1日起正式施行新规后，一直持续到2022年12月31日，在上海市购买插电混动车型依然可以享受免费送新能源牌照的政策。\n崔东树认为，相关车企或将考虑转变技术路线布局纯电动汽车，而两年的过渡期也是一个较为充裕的时间。","news_type":1,"symbols_score_info":{"LI":0.9,"01211":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":365223387,"gmtCreate":1614748274149,"gmtModify":1704774740082,"author":{"id":"3542229648370839","authorId":"3542229648370839","name":"厚德载福11","avatar":"https://static.tigerbbs.com/a2060f151bcce1b17bd83f1d61eb40ef","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3542229648370839","idStr":"3542229648370839"},"htmlText":"AA","listText":"AA","text":"AA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365223387","repostId":2116140905,"repostType":4,"repost":{"id":"2116140905","kind":"news","pubTimestamp":1614748204,"share":"https://ttm.financial/m/news/2116140905?lang=en_US&edition=fundamental","pubTime":"2021-03-03 13:10","market":"sh","language":"zh","title":"With the \"welfare\" gone, can plug-in hybrid cars still be sold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2116140905","media":"中国能源报","summary":"日前，上海市人民政府办公厅发布《上海市鼓励购买和使用新能源汽车实施办法》，其中明确指出：自2023年1月1日起，消费者购买插电式混合动力（含增程式）（下称“插电混动”）汽车的，上海市将不再发放专用牌照","content":"<p>A few days ago, the General Office of the Shanghai Municipal People's Government issued the \"Implementation Measures for Encouraging the Purchase and Use of New Energy Vehicles in Shanghai\", which clearly stated that starting from January 1, 2023, consumers will purchase plug-in hybrid (including extended-range) (hereinafter referred to as \"plug-in hybrid\") vehicles, Shanghai will no longer issue special license quotas, and if the transferee transfers second-hand plug-in hybrid (including extended-range) vehicles, it will not be able to apply for special license quotas.</p><p>The release of the New Deal means that Shanghai will become the city that only issues special licenses for pure electric vehicles and fuel cell vehicles in the field of new energy vehicles after Beijing. Will the market space of plug-in hybrid models be squeezed as a result?</p><p>Facing the competition of fuel vehicles</p><p>As one of the intermediate products between traditional fuel vehicles and pure electric vehicles, plug-in hybrid vehicles give consumers a preliminary understanding of pure electric vehicles and can reduce consumers' mileage anxiety. The reporter learned that in order to gradually replace fuel vehicles with plug-in hybrid vehicles,<a href=\"https://laohu8.com/S/002594\">BYD</a>, SAIC, Toyota and other brands have successively released lower-cost plug-in hybrid technologies.</p><p>However, although many car companies claim that the cost of purchasing and using plug-in hybrid vehicles for consumers is the same as that of ordinary fuel vehicles, they actually still face many promotion difficulties. If the license plate and the advantages of exemption from purchase tax and vehicle and vessel tax are lost, the lifetime cost of plug-in hybrid vehicles will still be difficult to compete with fuel vehicles. According to some data, for ordinary household consumers, the initial purchase cost of plug-in hybrid vehicles, even if the purchase tax exemption is included, is still 15%-20% higher than that of fuel vehicles. Corresponding to A-class family vehicles, the cost is about 20,000 yuan higher.</p><p>Data show that in 2020, the number of new energy passenger vehicles insured in Shanghai was 125,187, and plug-in hybrid vehicles accounted for 38.71% of the city's new energy passenger vehicles, accounting for 38.71% of the total number of new energy passenger vehicles<a href=\"https://laohu8.com/S/600617\">National New Energy</a>The proportion of the total car insurance is 4.35%.</p><p>Industry insiders generally believe that overall, supporting the development of new energy vehicles will undoubtedly remain Shanghai's unswerving direction. However, two years later, the issuance of free licenses will be limited to pure electric vehicles and fuel cell vehicles, and plug-in hybrid vehicles will no longer enjoy this preferential treatment. By then, the latter will also face competition from traditional fuel vehicles and weak hybrid vehicles.</p><p><a href=\"https://laohu8.com/S/002926\">West China Securities</a>It is believed that plug-in hybrid models will directly compete with traditional fuel vehicles and energy-saving vehicles after 2023. The product strength and cost advantages of the models themselves will become increasingly important, and qualitative changes in supply may become the most important factor in inciting demand.</p><p>Environmental protection effects are frequently questioned</p><p>In addition to the high cost of using vehicles, plug-in hybrid vehicles, as a member of new energy vehicles, have also been questioned by environmental organizations for their environmental protection. Some industry insiders pointed out that many consumers will not drive in pure electric mode after purchasing plug-in hybrid vehicles, but still use them as fuel vehicles. In contrast, pure electric vehicles have more advantages in energy saving and emission reduction. Industry insiders generally believe that Shanghai's restrictions on plug-in hybrid licenses are a major benefit to the promotion and popularization of pure electric vehicles.</p><p>Essence Securities believes that as Shanghai gradually tightens the license restrictions on the issuance of new energy vehicles, especially plug-in hybrid models, after plug-in hybrids no longer enjoy the \"benefits\" of new energy license plates in 2023, Shanghai's plug-in hybrid The market will be subject to the shortage of license plates and replaced by pure electric vehicles.</p><p>Cui Dongshu, secretary-general of the National Passenger Car Market Association, also expressed similar views to reporters. He believes that pure electric vehicles are the future development direction, and plug-in hybrid vehicles have gradually completed their transitional mission. \"In recent years, consumers have become more and more accepting of pure electric vehicles, and Shanghai's move is also a reasonable choice.\"</p><p>Data released by the China Association of Automobile Manufacturers shows that domestic sales of new energy vehicles in January have set new sales records for seven consecutive months, with production and sales reaching 194,000 and 179,000 respectively, with year-on-year increases of 285.8% and 238.5% respectively. Among them, the production and sales of pure electric vehicles were 166,000 and 151,000 respectively, a year-on-year increase of 366.6% and 287.8% respectively; The production and sales of plug-in hybrid vehicles were 28,000 and 29,000 respectively, a year-on-year increase of 92.4% and 104.7% respectively. The trend of the market gradually shifting to pure electric models is becoming more and more obvious.</p><p>Industry insiders pointed out that there are certain loopholes in Shanghai's current new energy vehicle license plate policy, which has become a way for many people to obtain license plates for free. While improving policies and plugging loopholes, this new regulation can further stimulate the construction of supporting facilities for new energy vehicles.</p><p>The reporter learned that most of the plug-in hybrid vehicles currently in stock in Shanghai are online car-hailing vehicles and some individual users, and operating vehicles are not subject to this policy. However, when plug-in hybrid and extended-range vehicles no longer have policy support, consumers The tendency to buy such products will begin to shift, and manufacturers will lose the motivation to develop iterative products, which may indirectly lead to a reshuffle of the entire online car-hailing market in Shanghai in the future. At the same time, charging resources will be more tense, which will be more beneficial to the charging pile industry.</p><p>Relevant car companies \"grasp with both hands\"</p><p>According to data released by the Passenger Car Association, the three leading car companies with the highest sales in the plug-in hybrid market are BYD, SAIC Passenger Cars,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>。 In 2020, the penetration rate of plug-in hybrid models in Shanghai reached 13.4%, the highest in the country.</p><p>However, the upcoming new regulations may affect the product layout of related car companies. New energy licenses have always been a major selling point for plug-in hybrid vehicles before, and Shanghai is one of the main markets for such vehicles. Relevant car companies that mainly deploy plug-in hybrid and extended-range models have to make necessary strategic adjustments.</p><p>Previously, Li Auto has been focusing on extended-range vehicles, but Li Auto CEO Li Xiang recently stated that Li Auto will develop on the parallel route of \"extended-range + pure electric vehicles\" in the next ten years. \"One is an extended-range electric platform with urban pure electricity and long-distance power generation as user value, and the other is a high-voltage pure electric platform with 400-kilowatt ultra-fast charging that can replenish the range of 300-500 kilometers in 10 minutes.\" According to sources, Li Auto has recently launched a pure electric vehicle project, and the first pure electric vehicle is scheduled to be released in 2023.</p><p>BYD has long been prepared for the tightening of plug-in hybrid policies. In October last year, Lian Yubo, senior vice president of BYD, revealed that BYD plans to launch a new electric vehicle platform in April this year, which will apply a large number of innovative technologies and can reach the same level as fuel vehicles in terms of safety, cost, and battery life.</p><p>It is worth noting that Shanghai's new policy still sets a transition period. After the new regulations are officially implemented on March 1 this year and last until December 31, 2022, you can still enjoy the policy of free new energy license plates when purchasing plug-in hybrid models in Shanghai.</p><p>Cui Dongshu believes that relevant car companies may consider changing their technical routes to deploy pure electric vehicles, and the two-year transition period is also a relatively ample time.</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the \"welfare\" gone, can plug-in hybrid cars still be sold?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the \"welfare\" gone, can plug-in hybrid cars still be sold?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国能源报</strong><span class=\"h-time small\">2021-03-03 13:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A few days ago, the General Office of the Shanghai Municipal People's Government issued the \"Implementation Measures for Encouraging the Purchase and Use of New Energy Vehicles in Shanghai\", which clearly stated that starting from January 1, 2023, consumers will purchase plug-in hybrid (including extended-range) (hereinafter referred to as \"plug-in hybrid\") vehicles, Shanghai will no longer issue special license quotas, and if the transferee transfers second-hand plug-in hybrid (including extended-range) vehicles, it will not be able to apply for special license quotas.</p><p>The release of the New Deal means that Shanghai will become the city that only issues special licenses for pure electric vehicles and fuel cell vehicles in the field of new energy vehicles after Beijing. Will the market space of plug-in hybrid models be squeezed as a result?</p><p>Facing the competition of fuel vehicles</p><p>As one of the intermediate products between traditional fuel vehicles and pure electric vehicles, plug-in hybrid vehicles give consumers a preliminary understanding of pure electric vehicles and can reduce consumers' mileage anxiety. The reporter learned that in order to gradually replace fuel vehicles with plug-in hybrid vehicles,<a href=\"https://laohu8.com/S/002594\">BYD</a>, SAIC, Toyota and other brands have successively released lower-cost plug-in hybrid technologies.</p><p>However, although many car companies claim that the cost of purchasing and using plug-in hybrid vehicles for consumers is the same as that of ordinary fuel vehicles, they actually still face many promotion difficulties. If the license plate and the advantages of exemption from purchase tax and vehicle and vessel tax are lost, the lifetime cost of plug-in hybrid vehicles will still be difficult to compete with fuel vehicles. According to some data, for ordinary household consumers, the initial purchase cost of plug-in hybrid vehicles, even if the purchase tax exemption is included, is still 15%-20% higher than that of fuel vehicles. Corresponding to A-class family vehicles, the cost is about 20,000 yuan higher.</p><p>Data show that in 2020, the number of new energy passenger vehicles insured in Shanghai was 125,187, and plug-in hybrid vehicles accounted for 38.71% of the city's new energy passenger vehicles, accounting for 38.71% of the total number of new energy passenger vehicles<a href=\"https://laohu8.com/S/600617\">National New Energy</a>The proportion of the total car insurance is 4.35%.</p><p>Industry insiders generally believe that overall, supporting the development of new energy vehicles will undoubtedly remain Shanghai's unswerving direction. However, two years later, the issuance of free licenses will be limited to pure electric vehicles and fuel cell vehicles, and plug-in hybrid vehicles will no longer enjoy this preferential treatment. By then, the latter will also face competition from traditional fuel vehicles and weak hybrid vehicles.</p><p><a href=\"https://laohu8.com/S/002926\">West China Securities</a>It is believed that plug-in hybrid models will directly compete with traditional fuel vehicles and energy-saving vehicles after 2023. The product strength and cost advantages of the models themselves will become increasingly important, and qualitative changes in supply may become the most important factor in inciting demand.</p><p>Environmental protection effects are frequently questioned</p><p>In addition to the high cost of using vehicles, plug-in hybrid vehicles, as a member of new energy vehicles, have also been questioned by environmental organizations for their environmental protection. Some industry insiders pointed out that many consumers will not drive in pure electric mode after purchasing plug-in hybrid vehicles, but still use them as fuel vehicles. In contrast, pure electric vehicles have more advantages in energy saving and emission reduction. Industry insiders generally believe that Shanghai's restrictions on plug-in hybrid licenses are a major benefit to the promotion and popularization of pure electric vehicles.</p><p>Essence Securities believes that as Shanghai gradually tightens the license restrictions on the issuance of new energy vehicles, especially plug-in hybrid models, after plug-in hybrids no longer enjoy the \"benefits\" of new energy license plates in 2023, Shanghai's plug-in hybrid The market will be subject to the shortage of license plates and replaced by pure electric vehicles.</p><p>Cui Dongshu, secretary-general of the National Passenger Car Market Association, also expressed similar views to reporters. He believes that pure electric vehicles are the future development direction, and plug-in hybrid vehicles have gradually completed their transitional mission. \"In recent years, consumers have become more and more accepting of pure electric vehicles, and Shanghai's move is also a reasonable choice.\"</p><p>Data released by the China Association of Automobile Manufacturers shows that domestic sales of new energy vehicles in January have set new sales records for seven consecutive months, with production and sales reaching 194,000 and 179,000 respectively, with year-on-year increases of 285.8% and 238.5% respectively. Among them, the production and sales of pure electric vehicles were 166,000 and 151,000 respectively, a year-on-year increase of 366.6% and 287.8% respectively; The production and sales of plug-in hybrid vehicles were 28,000 and 29,000 respectively, a year-on-year increase of 92.4% and 104.7% respectively. The trend of the market gradually shifting to pure electric models is becoming more and more obvious.</p><p>Industry insiders pointed out that there are certain loopholes in Shanghai's current new energy vehicle license plate policy, which has become a way for many people to obtain license plates for free. While improving policies and plugging loopholes, this new regulation can further stimulate the construction of supporting facilities for new energy vehicles.</p><p>The reporter learned that most of the plug-in hybrid vehicles currently in stock in Shanghai are online car-hailing vehicles and some individual users, and operating vehicles are not subject to this policy. However, when plug-in hybrid and extended-range vehicles no longer have policy support, consumers The tendency to buy such products will begin to shift, and manufacturers will lose the motivation to develop iterative products, which may indirectly lead to a reshuffle of the entire online car-hailing market in Shanghai in the future. At the same time, charging resources will be more tense, which will be more beneficial to the charging pile industry.</p><p>Relevant car companies \"grasp with both hands\"</p><p>According to data released by the Passenger Car Association, the three leading car companies with the highest sales in the plug-in hybrid market are BYD, SAIC Passenger Cars,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>。 In 2020, the penetration rate of plug-in hybrid models in Shanghai reached 13.4%, the highest in the country.</p><p>However, the upcoming new regulations may affect the product layout of related car companies. New energy licenses have always been a major selling point for plug-in hybrid vehicles before, and Shanghai is one of the main markets for such vehicles. Relevant car companies that mainly deploy plug-in hybrid and extended-range models have to make necessary strategic adjustments.</p><p>Previously, Li Auto has been focusing on extended-range vehicles, but Li Auto CEO Li Xiang recently stated that Li Auto will develop on the parallel route of \"extended-range + pure electric vehicles\" in the next ten years. \"One is an extended-range electric platform with urban pure electricity and long-distance power generation as user value, and the other is a high-voltage pure electric platform with 400-kilowatt ultra-fast charging that can replenish the range of 300-500 kilometers in 10 minutes.\" According to sources, Li Auto has recently launched a pure electric vehicle project, and the first pure electric vehicle is scheduled to be released in 2023.</p><p>BYD has long been prepared for the tightening of plug-in hybrid policies. In October last year, Lian Yubo, senior vice president of BYD, revealed that BYD plans to launch a new electric vehicle platform in April this year, which will apply a large number of innovative technologies and can reach the same level as fuel vehicles in terms of safety, cost, and battery life.</p><p>It is worth noting that Shanghai's new policy still sets a transition period. After the new regulations are officially implemented on March 1 this year and last until December 31, 2022, you can still enjoy the policy of free new energy license plates when purchasing plug-in hybrid models in Shanghai.</p><p>Cui Dongshu believes that relevant car companies may consider changing their technical routes to deploy pure electric vehicles, and the two-year transition period is also a relatively ample time.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2137950223_7f6e880f01900xh84.html\">中国能源报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/275d17004018261be019670f23c46403","relate_stocks":{"LI":"理想汽车","01211":"比亚迪股份"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2137950223_7f6e880f01900xh84.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116140905","content_text":"日前，上海市人民政府办公厅发布《上海市鼓励购买和使用新能源汽车实施办法》，其中明确指出：自2023年1月1日起，消费者购买插电式混合动力（含增程式）（下称“插电混动”）汽车的，上海市将不再发放专用牌照额度，且受让人受让二手插电混动(含增程式)车辆的，亦无法申领专用牌照额度。\n新政的发布，意味着上海将成为继北京之后，在新能源汽车领域只为纯电动汽车和燃料电池汽车发放专用牌照的城市。插电混动车型的市场空间是否会因此遭到挤压？\n直面燃油车竞争\n插电混动汽车作为传统燃油车和纯电动汽车的中间产物之一，让消费者对纯电动汽车有了初步了解，且可减轻消费者的里程焦虑。记者了解到，一直以来，为使插电混动车逐步取代燃油车，比亚迪、上汽、丰田等品牌接连发布更低成本的插电混动技术。\n然而，尽管多家车企宣称消费者购买、使用插电混动车的成本已与普通燃油车相同，但实际上仍面临诸多推广难题。如果失去牌照以及免购置税、免车船税的优势，插电混动车全寿命使用成本仍难与燃油车竞争。有资料显示，对普通家庭消费者而言，插电混动车的初次购置成本，即使算上免购置税优惠，仍比燃油车高15%-20%，对应到A级家用车上，成本高出约2万元。\n数据显示，2020年上海市新能源乘用车上险量为125187辆，插电混动汽车在该市新能源乘用车中占比为38.71%、在全国新能源车总上险量中的占比为4.35%。\n业内人士普遍认为，从整体来看，支持新能源汽车发展无疑仍将是上海坚定不移的方向。但两年后，发放免费牌照将仅限于纯电动汽车和燃料电池汽车，插电混动类汽车将不再享受这一优待，届时后者也将直面传统燃油车型以及弱混类车型的竞争。\n华西证券认为，插电混动车型在 2023年后将直接和传统燃油车及节能汽车竞争，车型本身的产品力及成本优势将愈发重要，供给质变或将成为撬动需求的最重要因素。\n环保效果频遭质疑\n除了用车成本较高，插电混动车型作为新能源汽车的一员，其环保性也备受环保组织质疑。一些业内人士指出，很多消费者购买了插电混动车后并不会以纯电模式驾驶，而是依然当作燃油车使用。相比之下，纯电动汽车更具节能减排优势。业内人士普遍认为，此次上海市限制插混牌照，是对纯电动汽车推广普及的重大利好。\n安信证券认为，随着上海逐渐收紧新能源汽车尤其是对插电混动车型的牌照限制发放，待2023年插电混动不再享受新能源号牌“福利”后，上海的插电混动市场将受制于牌照紧缺，而被纯电车型所取代。\n全国乘用车市场联席会秘书长崔东树也向记者表达了类似观点。他认为，纯电动汽车是未来的发展方向，插电混动车已逐步完成其过渡使命。“近年来消费者对纯电动汽车的接受程度越来越高，上海市此举也是合理的选择。”\n中汽协公布的数据显示，国内1月新能源汽车销量已连续7个月刷新销量纪录，产销量分别达到19.4万辆和17.9万辆，同比增幅分别高达285.8%和238.5%。其中，纯电动汽车产销分别完成16.6万辆和15.1万辆，同比分别增长366.6%和287.8%；插电式混合动力汽车产销分别完成2.8万辆和2.9万辆，同比分别增长92.4%和104.7%。市场逐渐转向纯电动车型的趋势愈发明显。\n有业内人士指出，上海市现行的新能源汽车牌照政策存在一定漏洞，成了不少人免费获取号牌的途径。本次新规在完善政策、堵住漏洞的同时，还能进一步刺激新能源汽车配套设施的建设。\n记者了解到，目前上海市存量的插电混动汽车大都是网约车和一部分个人用户，运营车辆不受该政策管辖，但是当插电混动与增程式汽车不再拥有政策支持时，消费者购买此类产品的倾向就会开始转移，厂家也将失去研发迭代产品的动力，未来可能会间接导致上海整个网约车市场的洗牌。同时，充电资源将更紧张，更加利好充电桩产业。\n相关车企“两手抓”\n根据乘联会公布的数据，插电混动市场当下销量最高的三家头部车企分别为比亚迪、上汽乘用车、理想汽车。2020年，插电混动车型在上海市的渗透率达13.4%，为全国最高。\n但即将到来的新规，或将影响相关车企的产品布局。新能源牌照此前一直是插电混动车的一大卖点，且上海市是此类车型的主要市场之一。以布局插电混动、增程式车型为主的相关车企，不得不作出必要战略调整。\n此前，理想汽车一直主打增程式汽车，但理想汽车CEO李想日前表示，理想汽车在未来十年将会以“增程+纯电”并行的路线发展。“一是以城市纯电、长途发电为用户价值的增程电动平台，二是10分钟补充300-500 公里续航的400千瓦超快充的高压纯电平台。”有消息称，理想汽车已于近期启动纯电动汽车项目，首款纯电动汽车计划于2023年发布。\n而比亚迪对于插电混动政策的收紧早有准备。去年10月，比亚迪高级副总裁廉玉波透露，比亚迪计划将在今年4月推出新的电动汽车平台，该平台将应用大量创新技术，可在安全、成本、续航等方面达到与燃油车同等水平。\n值得注意的是，上海市此次的新政还是设置了一个过渡期。从今年3月1日起正式施行新规后，一直持续到2022年12月31日，在上海市购买插电混动车型依然可以享受免费送新能源牌照的政策。\n崔东树认为，相关车企或将考虑转变技术路线布局纯电动汽车，而两年的过渡期也是一个较为充裕的时间。","news_type":1,"symbols_score_info":{"LI":0.9,"01211":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":3,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2116140905","isCrawlerRequest":true}