New regulations for electric cars released

On November 26, the National Development and Reform Commission issued the draft of the “Provisional Regulations on Investment Projects and Production Access Management for Newly-built Pure Electric Passenger Vehicles” (hereinafter referred to as the "Provisional Regulations") so as to clarify the investment projects for newly-built pure electric passenger car manufacturers. Production access management.

For IT companies that have long been intent on entering the car manufacturing field but have no production qualification, does the new "Provisional Regulations" mean opportunities? When this “entrance” opens, what “non-automobile production companies” will create a golden opportunity?

“We are applying, and our smart car project will soon land, probably in Jiangsu and Shanghai, and the scale of investment will be around 15 billion yuan.” Yi Peng, Chairman of Shanghai Botai Banyan Network Technology Service Co., Ltd., told the Sohu Car Reporter Say.

It is still time for IT companies to make a car. For the new regulations, Dr. Wang Qing, director of the Market Research Office of the Development Research Center of the State Council, said in an exclusive interview with Sohu Automobile that overall, the “Provisional Regulations” are more in line with the current development of new energy vehicles. Characteristics, compared with 2007, the state has made great progress in the issue, but he also stressed that although the "entrance" has been opened, but for some emerging "non-automotive enterprises" to obtain "admission" still has many difficulties.

"First, we must make it clear that this "Provisional Regulation" has made great progress in comparison with the documents issued in 2007. It is further in line with the characteristics of the development of the new energy vehicle market and provides a means for the development of non-automotive companies." Wang Qing The doctor said.

On December 18, 2007, the National Development and Reform Commission issued the "Guidance Catalogue for Industrial Structure Adjustment (2007)". In this document, the development and manufacture of complete vehicles and key components for new energy vehicles such as fuel vehicles and hybrid vehicles, electric vehicles, and fuel cell vehicles are listed in the list of encouraged industries. However, they are limited to automobile manufacturers and do not make vehicles. Qualified IT or parts companies, even if they want to produce electric vehicles, either choose to cooperate with qualified car companies, or they can only “sigh out”.

However, even if the new policy provides a non-automobile company with a new entrance, it is not so easy for an IT company to make a car. The policy clearly stipulates that “the research and development basis for a pure electric passenger car for more than three years is required.”

In addition, there is a "fundamental requirement for investment projects" in the "Provisional Regulations", that is, "the production process and equipment for vehicle body molding, painting, and final assembly that are compatible with the product structure and production program".

"A lot of companies just are not qualified. It takes a lot of money, not the average company can afford it." Wang Qing told Sohu Automobile, "Doesn't deny that IT companies will become the dominant in the future, but for now, IT companies make There are still some difficulties in the car.In foreign countries, companies such as Tesla have key technologies, and others are cooperating with others.At present, at the present stage in China, IT companies do not have core technology and want to break ground. It's still more difficult."

Although not yet clear in the "Provisional Regulations," Yi Yinglun, chairman of Banquet Network Technology Services Co., Ltd., which is actively seeking New Deal "qualification", does not seem to worry.

"Because we produce cars that are suitable for China's future development, in terms of new energy, the electric vehicles in the next 10 years may be the direction of future development," said Yi Lun, full of confidence to the Sohu Car Reporter. We currently have A very powerful new energy company cooperates. The biggest difference between us and Tesla is that Tesla is not a smart car or new energy, and the electric cars we produce are more intelligent. ”

In addition, there are some vague details in the new “Regulations”. First, this “access” means whether you can qualify for a specific production car, or whether you have “qualification for the development and sale of cars.” Big difference. Of course, it is even more important to qualify for “developing and selling cars”.

Second, whether the scope of “non-automotive enterprises” includes auto parts companies, and more precisely, “non-automobile manufacturing companies”.