In the past due to various reasons , China's new energy vehicle development did not reach the expected results. Today Deal imminent, whether clear industry roadblocks ? From a long-term perspective, the new energy vehicle development is the trend in the A-share market, which stocks will be expected to share huge piece of cake ?

       In fact, the world is faced with resource depletion, pollution increasingly serious threat to many countries but also intensify policy support to promote new energy vehicles, " accelerate forward ." However, the domestic new energy automotive industry, though also often get policy support , but still lower than the overall development of the parties expected .
According to TU HUNG ball joint  note , for new energy vehicles new subsidy policy , the industry has long awaited . Implemented between 2009-2012, according to a new energy subsidies pilot policy , the state subsidies for new energy vehicles , local government subsidies to 1:1 . The pilot policy initially in the five pilot cities in 2010, expanded to 25 pilot cities. However, the subsidies expire at the end of last year after the New Deal subsidy has not yet been out .

Since subsidies interrupted , the first 8 months of this year , the domestic sales of new energy vehicles is not ideal , and some parts of the manufacturers to subsidize Loaning situation. The first half of 2013 sales of new energy vehicles is only 5,889 , most of which use the public domain , private consumption is minimal.

And China's new energy vehicle plan 's goal is to 2015 , pure electric vehicles and plug -in hybrid cars cumulative production and sales and strive to reach 500,000 ; 2020, pure electric vehicles and plug -in hybrid car production capacity will reach 200 million, cumulative production and sales over 5 million .

The industry believes that if the government's public procurement alone , the civilian market mountains , new energy vehicle development space will be extremely limited. That is why, Liu Weiyuan that a new round of new energy vehicles subsidy policy will encourage and support the private purchase of new energy vehicles , which is almost no suspense.

The contents of the New Deal on subsidies , the industry had generally circulated version is 2013 edition saving and new energy vehicles subsidy policy will no longer be the largest change was to divide by technical route , but according to the saving rate is divided into 16 grades, the lower limit for the subsidy 3000 yuan .

First, the subsidy will be used as a standard car power , did not like the original model to divide by ; Second, the new subsidy policy will continue into 2015 , continued to determine the policy on the development of emerging industries is essential ; three new policy will no longer be mandatory for local government subsidies, but subsidies from the central government unified models ; Fourth, subsidies only for the original pilot cities , the new policy will be extended to the whole country , and the standard uniform .
       2009 many ministries that " city of one thousand ten ," the goal , plans to use three years or so , the annual development of 10 cities , each city launched 1000 new energy vehicles to carry out demonstration run , and strive to 2012 led the National Energy automotive operating scale accounted for 10 percent of the automotive market .

       According to TU HUNG ball joint note , long-term development of new energy vehicles perspective , subsidies are not a permanent solution. In the development of new energy vehicles on the road , infrastructure, support and the slow development of battery technology , etc. , have been firmly hinder the forward direction of new energy vehicles . In addition, the immaturity of the business model , resulting in products has long been no market, nor the formation of ten thousand domestic production and sales enterprise -class , urban infrastructure facilities is far less than expected . Rely on government subsidies and blood transfusion , it is difficult to fundamentally change the status quo in the future how to effectively break through the bottleneck , is the key to development of the industry .