· Autonomous car companies are optimistic about the national rescue new policy

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On September 29, Premier Li Keqiang presided over the State Council executive meeting. The meeting decided to improve the support policies for new energy vehicles. All localities should not impose restrictions or purchase restrictions on new energy vehicles. Those that have already been implemented should be abolished. From October 1, 2015 to December 31, 2016, we will implement a preferential policy of halving the vehicle purchase tax for passengers with a displacement of 1.6 liters or less.

The meeting proposed a series of rescue policies for the automotive industry: innovative time-sharing, vehicle sharing and other operating models. All localities may not impose restrictions or purchases on new energy vehicles, and those that have already been implemented shall be cancelled. Second, from October 1, 2015 to December 31, 2016, the preferential policy for halving the vehicle purchase tax for passengers with a displacement of 1.6 liters or less will be implemented. The third is to speed up the phase-out of the yellow-labeled vehicles and ensure that the task of basically eliminating yellow-label vehicles will be completed by 2017.

A new round of stimulus is a big plus for the auto market.

Cui Dongshu, secretary-general of the National Federation of the United States, told Sina Auto that the introduction of the policy is a continuation of a new round of economic stimulus after the country’s stimulus to the stock market and the property market. From the country's intention to select 1.6-liter and below displacement cars, the annual sales volume of this part of the displacement range is about 13 million units. As long as it can drive 10 percentage points of consumption, it means that hundreds of billions of consumer demand will be released. come out.

A halving of the purchase tax means that consumers can enjoy a price discount of 3,000 to 8,000 yuan. For consumers with high price sensitivity of less than 100,000 yuan, it is a very big favorable policy for the current auto market and the upstream and downstream economy. All have very positive significance. With the introduction of a new round of national stimulus policies in the fourth quarter, the year-end auto market is expected to develop.

Xu Changming, director of the Information Resource Development Department of the National Information Center, believes that the purchase tax halving policy has a positive effect on the automobile market, but the strength is not expected to be too large. Compared with the 2009 purchase tax reduction policy, the economic environment and the automobile market environment have already occurred. Changes, the purchase tax reduction in 2009 is part of the country's 4 trillion stimulus policy, and is supplemented by a series of policies such as car going to the countryside, vehicle and boat tax reduction, etc., which has a very obvious boost to the automotive market, and now the purchase The policy of tax halving policy is completely incomparable, and in terms of the low degree of automobile popularity at that time, the stimulus policy is more likely to have an effect. Now, the per capita possession of automobiles has been greatly improved, and how much stimulation effect can play a role? doubt.

In addition, Xu Changming also pointed out that the policy requirements for the elimination of yellow-label vehicles by 2017 are limited to the scope of “operating” vehicles, but do not include a large number of private yellow-label vehicles, so the policy effect will not be too obvious, if the country can The elimination of the large private yellow-label car is believed to be a big plus for the car market.

Luxury car market and independent brands or upside down

This time the rescue efforts are more than in the past, the purchase tax is halved and the energy-saving subsidies are superimposed (some models of Audi can enjoy energy-saving subsidies), and some models can enjoy the preferential treatment of 10,000 yuan. Based on the Mercedes-Benz price of 325,800 c180, the purchase tax is 27,846 yuan, halved by 13,923 yuan; it will also have a profound impact on the domestic luxury car market. Mercedes-Benz C180L, GLA200, Audi A3, Q3, BMW 316 are all in line with the reduction policy, the future new BMW X1 Also enjoy the benefits. As Mercedes-Benz C and BMW 3 are both heavy-duty models, the Audi A4L has a sales volume of nearly 10,000 vehicles per month. This time, it does not enjoy preferential reductions. For this level, the competition pattern will change greatly in the coming year. .

Independent brand car companies are generally optimistic about the stimulating effect of the policy. Chery’s general manager Jin Gebo said that the new policy issued by the State Council has strengthened Chery’s confidence in energy conservation and environmental protection. He said that the depressed auto market needs policy activation, and the car purchase tax is the biggest consumption of consumers except for car purchases. For Chery, this policy covers almost all products and benefits a lot. For consumers, car purchase tax accounts for a larger proportion of total car purchase costs, and policy incentives will be greater.

Li Jinyong, the general manager of the huge group, believes that this will benefit small-displacement car sales. Li Jianhua, deputy general manager of Jianghuai Automobile Passenger Vehicle Marketing Co., expects that the policy will greatly promote the entire Jianghuai system, and sales will hit a new high in the fourth quarter. Zheng Zhaorui, general manager of Kaiyi Automobile and Yao Liwen, assistant general manager of Dongfeng Liuqi, also said that the sales of their models in the fourth quarter will be greatly improved due to policies.

At the same time, Li Jinyong also called on the government departments to cancel the automobile purchase tax. In the case that the consumption tax has already adjusted the automobile displacement, it is suspected that the automobile purchase tax has a tax burden.

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