the "golden september and silver october" auto sales peak season is coming, policy upgrades stimulate market vitality
2024-09-10
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"golden september and silver october" is the traditional peak sales season for the auto market. this year, it not only brings together consumers' strong demand for car upgrades, but also superimposed with policies to promote consumption. recently, beijing, chongqing, hubei and other places have successively issued policies to actively promote the replacement of old cars with new ones.the old-for-new policy is strengthenedsince the state council issued the "action plan to promote large-scale equipment updates and consumer goods trade-in" in march this year, relevant departments have successively issued policies such as the "implementation rules for car trade-in subsidies", providing comprehensive policy guidance for car trade-in work.a reporter from securities daily recently visited the beijing gac aion 4s store, and it happened that the store was changing its promotional slogans and leaflets. the salesperson told the reporter that a new trade-in policy had been introduced recently, which not only increased subsidies for consumer goods such as automobiles, but also had new policy instructions during the implementation process. "thanks to the increase in subsidies, some consumers who were waiting and watching have significantly increased their enthusiasm for changing cars."since the release of the "beijing action plan to actively promote equipment renewal and consumer goods trade-in" in april this year, at the end of august, the beijing development and reform commission and 11 other departments jointly issued the "beijing implementation plan to further support equipment renewal and consumer goods trade-in", which further clarified specific measures and subsidy standards.at the same time, many places have also introduced policies for old-for-new exchanges. for example, the "implementation plan for guangzhou to use ultra-long-term special treasury bond funds to support old-for-new exchanges of consumer goods" launched in batches on september 1st not only increased subsidies and expanded the scope of subsidies, but also further supported the renewal of new energy buses and power batteries.cui dongshu, secretary general of the passenger car market information joint committee of the china automobile dealers association (hereinafter referred to as "cpca"), told the securities daily reporter that according to the data of the cpca, the current daily average number of scrapping applications has reached 10,000 units. it is expected that as various regions gradually introduce replacement and renewal policies in the near future, the effect of stimulating consumption will be more obvious.according to data released at the ministry of commerce's press conference on august 22, the ministry of commerce's automobile trade-in information platform has received more than 680,000 applications for automobile scrapping and renewal subsidies, with approximately 340,000 new subsidy applications in the past month.in addition, according to preliminary statistics from the china passenger car association, the new energy vehicle market sold 1.015 million vehicles in august, a year-on-year increase of 42%. the cumulative sales so far this year reached 6.004 million vehicles, a year-on-year increase of 35%. the passenger car market has sold 13.477 million vehicles so far this year, a year-on-year increase of 2%.policy-driven industrial upgradingthe implementation of the car trade-in policy will not only help improve the capacity utilization rate of the automobile industry, but also promote the transformation and upgrading of automobiles to green and intelligent ones, and encourage the innovation of business models for recycling and reuse of waste products. with relevant policies giving certain subsidies to recycling companies and joint dismantling companies, the automobile recycling industry chain has been further improved.for example, recently, gem announced that it had signed a cooperation agreement with minmetals graphite and eigen equation to build an integrated graphite recycling industry chain, accelerating the construction of an integrated recycling industry chain from waste lithium battery recycling to high-purity graphite production to lithium battery negative electrode materials, driven by technological innovation, and jointly promoting the green transformation of waste lithium battery negative electrode materials. feinan resources announced that the company plans to invest in the construction of a waste electrical and electronic product dismantling and utilization project with its wholly-owned subsidiary zhaoqing jingnan new materials co., ltd. as the main body, with an estimated total investment of approximately rmb 370 million, and to invest in the construction of a high-value dismantling and utilization project for scrapped vehicles with its wholly-owned subsidiary zhaoqing feinan scrapped vehicle dismantling co., ltd. as the main body, with an estimated total investment of approximately rmb 226 million.according to a research report released by boc securities, the global new energy vehicle industry is developing rapidly, and the production and sales of power batteries are maintaining a rapid growth momentum. according to the calculation of the service life of power batteries, it is expected that the retirement tide of power batteries is approaching, and the market size of the battery recycling industry is expected to grow rapidly.zhang cuixia, chief investment consultant of jufeng investment, told the reporter of securities daily that the policy encourages technological innovation and industrial upgrading, promotes the research and development and application of new energy vehicle dismantling and recycling technology, and recycling enterprises will promote the sustainable development of the new energy vehicle dismantling and recycling industry by introducing advanced technology and equipment to improve dismantling and recycling efficiency and resource utilization. since the beginning of this year, enterprises in the new energy vehicle recycling industry chain have made frequent moves. these enterprises will continue to improve their competitiveness and market position by introducing advanced technology and equipment, establishing a sound recycling network and management system, and other measures.image | zcool
produced by | zhou wenrui
