美媒称，挪走支撑中国电动车市场的拐杖，它就迅速垮掉了。据美国《华尔街日报》网站2月14日报道，本周发布的数据显示，新能源乘用车销量1月暴跌超过60%，而此前的情况是，2015年增加300%，去年增加50%。下跌不仅是因为春节假期造成扭曲效应，政府在过去两年中为推广电动车而出台的广泛优惠措施被大幅削减以及调整方向，似乎起到了作用。中国电动车市场中的因果关系显而易见：由于欺诈行为增加，北京于去年12月30日对新能源车补贴政策进行了一系列改变。新政策包括，对速度和能耗提出更严格要求，对地方政府补贴设置上限，补贴标准降低20%等。对依赖这些优惠政策的比亚迪(48.560, -0.34, -0.70%)等公司而言，营运资金将趋紧，利润将变薄，运营挑战将加剧。新政策抬高了准入门槛，没有为持续发展提供支持。报道称，严重的回撤现象开始出现，也对全球汽车制造商构成威胁。作为中国治理空气污染努力的一部分，这些汽车制造商被迫在未来5年内在中国生产电动车。在目前电动车市场出现衰退的情况下，制造商的一大动机——借助销量上升这一东风获利——消失了。与此同时，抵消其他零部件成本和实现燃料经济性目标也变得困难起来。下跌速度快于预期，与此同时，全球汽车制造商正投资于降低电池成本和增加电池的能量密度。报道称，随着汽车制造成本的上升，增加对研发的投资也将开始成为一件令人痛苦之事。如果得不到审慎使用，拐杖也可能令人蹒跚难行。

 

Sales of Chinese electric vehicles slumps, resulted by decreasing subsidies

American media reported that the supporting power for Chinese electric vehicles broke down.

 

According to released data, sales for alternative energy passenger vehicles slumped by more than 60% in January, compared with the year-to-year 300% growth in 2015 and 50% growth in 2016. The slump is not only resulted by the advanced consumption in spring festival holidays, but also greatly influenced by the reducing measures for implementing electric vehicles in the past two years.

 

The increasing frauds in alternative energy vehicle market force Beijing Municipal Government to conduct a series of changes in alternative energy vehicles’ subsidy policy. The new policies include the stricter requirements for speed and energy-consumption, setting upper limits for local government subsidies, decreasing 20% of subsidy standards and so on. For BYD and other companies that rely on the preferential policies, they will face tighter operating funds, less profits and increasing challenges. The new policies has raised entering threshold, providing no supports for continuous developments.

 

Reports said that serious retreats are taking place in auto industry, forming threats to global auto manufacturers. As part of efforts in controlling air pollution, those auto manufacturers are forced to produce electric vehicles in future five years in China. In the meantime, the target of offsetting other parts’ costs and achieving fuel economy also shows more difficulties.

 

Global auto manufacturers are investing in decreasing batteries’ costs and increasing batteries’ energy density.