New energy vehicle industry planning is facing changes or will be introduced several months later

The author was informed from authoritative sources that the "Energy Conservation and New Energy Vehicle Industry Development Plan (2011-2020)" is currently undergoing revision and may be introduced several months later. The distance between the plan “together” and “release” may be far beyond what the market had previously imagined.

As early as the beginning of this year, the plan has been clearly reported to the State Council; a few days ago, relevant parties confirmed that the plan has been submitted to the Prime Minister’s office. As a result, the market has expected that "to go" will mean that it will soon be introduced. However, authoritative sources said that the content of the plan still needs to be revised and formally introduced "had to wait a few months later." At the same time, the plan originally did not involve the previously rumors of "one hundred billion investment plan." In turn, it has been speculated that the plan will be more clearly announced next year, but the final plan may not involve a specific amount of investment.

For the specific amendments, the above person did not disclose. However, people in the industry stated that apart from the controversy among various ministries and commissions on the technical route, whether or not electric vehicles can “energy-saving and emission-reducing” has caused widespread controversy. Since electric vehicles mainly use electricity, China's current electricity supply is very tight. In addition, if the cost of electricity rises in the future and electricity prices increase, the cost of using pure electric vehicles will continue to rise. As a result, the development direction of new energy vehicles may have the possibility of adjustment.