Introduction: "The next step is to relax the restriction on foreign investment ratios, especially the restrictions on foreign investment in the auto industry, and considerably reduce the auto import tariffs." In open China, auto policies become more open and global competition becomes more powerful.
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On April 10th, as the top leadership made a "Spring Thunder" on the Boao Forum, the further expansion of China's opening up, including the automobile industry, has already become established.
A few days ago (May 22), the official website of the Ministry of Finance issued a heavy message: Starting from July 1 this year, China will formally impose a sharp drop in import tariffs on automobiles and auto parts.
Among them, the vehicle tax rate is 25% for 135 tax codes and 4 tax numbers for 20%, the tax rate is reduced to 15%; auto parts tax rates are 8%, 10%, 15%, 20%, 25 respectively. The tax rate for a total of 79 tax numbers dropped to 6%.
For a time, luxury car brands, including Volvo and Mercedes-Benz, took the lead in responding, and sunk out their own price reduction packages. Take Volvo, the first "jump", for example, the flagship SUV XC90 has achieved a maximum drop of 100,000 yuan, luxury off-road wagon V90CC has dropped by a maximum of 45,000 yuan, and the remaining products have dropped by 1-2 million yuan.
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"The reduction of tariffs is a good thing!" said Zhao Ying, a researcher at the Institute of Industrial Economics of the Chinese Academy of Social Sciences. From the consumer's point of view, taxes and fees have been reduced, and ordinary people can buy imported cars at more affordable prices, which is undoubtedly good.
At the same time, it can also aggravate the competition in the domestic automobile market to a certain extent. From the perspective of stimulating national consumption, consumption is booming, and it is also conducive to the promotion of domestic economic development.
However, in the eyes of Teacher Zhao, this "stimulus" effect is limited. On the one hand, the relationship between imported cars and domestic cars has always been a relationship of complementarity rather than direct competition. Therefore, the current tax reduction will only affect the import market. Big.
On the other hand, according to the spending habits of the Chinese people, most of the people who bought imported cars (basically luxury cars) before had mostly “not bad money†owners, so the price went up/down several tens of thousands of blocks, which was essentially not to this part. Consumers have a significant impact.
It is indeed the case. Although the government is "realistic" and giving benefits to the people, it is not difficult to find that the scale is not too great after careful analysis. In fact, the tax rate after the tariff reduction by China will still be centered between the developed market and the developing market, and there is still a large drop in the future.
This point is also evident from the above official information on luxury brands. In other words, except for the extremely high prices and niche models, the drop in prices of their popular hot products can be described as “superficialâ€.
In addition to the official tax cuts that have already set out a timetable for implementation, the recent news that U.S. electric car maker Tesla has officially “settled†in Shanghai has the topic of “shares and stocks liberalization†in the old car industry. Once again pulled back to the media attention.
For a time, stories such as "The wolf really is coming" have caused many domestic colleagues to panic, and the Chinese auto market is surging. It seems that a big industry revolution is about to take place.
If so?
The chatter was viewed by the National Enterprise Credit Information Disclosure System. Tesla (Shanghai) Co., Ltd., which was formally registered on May 10, was 100% owned by Tesla Motors Hong Kong Co., Ltd. and registered in Pudong New Area. It is noteworthy that commercial and industrial data show that Tesla (Shanghai) Co., Ltd. operates in China and mainly focuses on technology research and development and sales, and does not include vehicles and batteries that are of great concern to the outside world.
Although there are a lot of market and industry understandings, this move means that Tesla, who is deeply concerned with seeking domestic (self-owned) domestic ownership, is one step closer to its truly localized production in China.
However, according to the "urine" of the relevant ZF department, it has always been regarded as the strongest competitor of the new and old forces of domestic new-energy vehicle manufactures. Tesla's domestic plan wants to really land in a short period of time. Less "gap".
“The stocks ratio has not yet finally landed, and I personally still remain optimistic about the market prospects of China's own brands!†Regarding the recent series of policies related to further opening up that China has actively promulgated, will it be “upward� The market prospects of "going" brand cars have a greater impact. Zhao Ying, who had participated in the drafting of several major industrial policies in the automotive industry, said so.
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According to teacher Zhao Ying, in the past few years when the momentum of China's own brand was weak and market share continued to shrink, there were similar concerns in the industry. "Facts have proved that my optimistic judgment on independent brands was correct in the early years!"
To this day, the outside world is no longer suspicious that "the door to China's reform and opening up will not be closed, it will only grow bigger and bigger." In this context, the Chinese auto market will only accelerate its integration into the world. Foreign brands in China will also enjoy more and more the same treatment and opportunities as Chinese brands.
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From this point of view, there is no doubt about the intensification of market competition, and the knock-outs of many domestic board chairman will be faster and faster.
In this regard, we are also optimistic and optimistic. After all, after more intense, fair, and transparent competition, such outstanding representatives as the Great Wall, SAIC, GAC, etc., or the "stronger stronger." As for those who have been crippled by the market, they should have already been eliminated.
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