current position:Home>2020 new energy points were announced. Unexpectedly, selling points is more profitable than selling cars

2020 new energy points were announced. Unexpectedly, selling points is more profitable than selling cars

2021-08-26 01:59:15 Wechat automobile

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Although we regard Tesla as the leading enterprise of new forces to build cars , But actually , Tesla was founded in 2003 year , Not a very “ new ” The car company , Just until 2020 year , Tesla was profitable for the first time .


tesla 2020 year GAAP( General accounting standards ) Net income of 7.21 Billion dollars , The revenue from selling carbon emission credits is 15.8 Billion dollars ( overseas ). If you go to this part of the income , tesla 2020 Still lost money in 8.62 Billion dollars , Selling points is more profitable than selling cars , Therefore, Tesla is also known by netizens as “ Peanuts ”.


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lately , The Ministry of industry and information technology started 2020 Annual “ Double integral ” Negative integral offset and trading work , We can also see which domestic car companies are the same as Tesla , Have super high new energy points , Can be a “ Peanuts ”.


However, before understanding the specific new energy points of each enterprise , We need to understand briefly what is “ Double integral ”.


1
What is? “ Double integral ”
 
In order to reduce the fuel consumption of fuel vehicles , Reduce carbon emissions , All countries have introduced carbon emission credit policies . In order to promote the development of pure electric vehicles in China , In policy making , The carbon emission integral is creatively designed into two parts . The first part is the average fuel consumption integral of fuel vehicles ( Fuel consumption integral CAFA), The other part is new energy points (ZEV). This is also called “ Double integral ” Why .
 
The Ministry of industry and information technology will formulate the standard fuel consumption of fuel vehicles according to the vehicle weight . If the fuel consumption of a certain model is lower than the standard fuel consumption , Then every production of this model , Enterprises can get positive points ( The integral is the difference between standard fuel consumption and actual fuel consumption ); If the fuel consumption is higher than the standard , You get a negative integral .
 
for example 1.4 The standard fuel consumption per ton of car is 5.7L/ Hundreds of kilometers , If a car company produces 1.4 Ton car , The measured fuel consumption of the Ministry of industry and information technology is 6.7L/ Hundreds of kilometers , So this car company , Every production of this car , It will produce 1 A negative integral ( The integral is the difference between the actual fuel consumption and the standard fuel consumption ), If 2020 year , The car produced 10 Thousands of cars , Then the car company will get... On this model 10 A negative integral of 10000 . Conversely, if the measured fuel consumption of the car is 4.7L/ Hundreds of kilometers , The car company will get 10 A positive integral of 10000 .
 

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Another thing to be aware of , If the enterprise also produces a 1.4 Tons of new energy cars , Because its fuel consumption is zero , Therefore, the fuel consumption score of this new energy car is 5.7 Integral points .
 
New energy points require the proportion of new energy models in the overall output of automobile enterprises , for example 2019 The proportion in is 10%,2020 The proportion in is 12%. Different endurance 、 energy consumption 、 Energy density models get different integrals .
 
For example, Beijing Benz 2020 The total annual output is 608404 car , Then its new energy standard score is... Of the total output 12%, That is to say 73,008 branch . The output of each new energy model of Beijing Benz is multiplied by the corresponding integral of each model , Is the new energy points obtained by Beijing Benz . If the score does not meet the standard , The difference from the standard is a negative integral , The opposite is a positive integral .
 

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Of course , The above example is only a simplified illustration , actually “ Double integral ” The calculation of , All major car enterprises have set up full-time personnel to be responsible for “ Double integral ” Calculation and policy tracking , We only show “ Double integral ” The basic logic of policy .


2
Top ten new energy manufacturers
 
The top ten manufacturers of new energy points , According to the ranking, they are : tesla 、 BYD automotive industry 、 Shanghai GM Wuling 、 GAC passenger car 、 BYD car 、 Jianghuai Automobile 、 Great Wall motor 、 Chery new energy 、 Beijing automotive 、 Vemma .
 

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Since Tesla's super factory in Shanghai was put into operation , The output in China has reached 143385 car , Therefore, it has firmly occupied the first place in the new energy list ; BYD, which ranks second, actually has two manufacturers , But even if the two manufacturers add up, they don't surpass Tesla 86 Million new energy points . Whether Tesla or BYD , The fuel consumption integral is also a positive integral , There is no need to deduct fuel consumption points from new energy points , Therefore, all new energy points can be traded .
 

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Here we need to explain “ Double integral ” Deduction and transaction rules . After the Ministry of industry and information technology calculates the fuel consumption points and new energy points , If the manufacturer has a negative integral , First, you need to deduct the negative integral . The points deducted are 4 Sources , Fuel consumption points of the balance of the previous year 、 Accounting for stock 25% Excess fuel consumption points of affiliated enterprises 、 New energy points 、 New energy points purchased from other manufacturers .


Someone might ask , What if the new energy integral is also a negative integral ? At this time, you can only buy new energy points from other manufacturers , Used to deduct negative integral . in addition , In order to increase the proportion of new energy vehicles every year , New energy points do not support the balance to the next year .
 

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Because the double points trading platform is not open to the public , We don't know the current price of points , But the points are entirely determined by the market , According to some current reports , We can guess at 3000/ about . So Tesla 、 BYD can rely on the trading of new energy points to obtain 25 Billion 、22 Billion yuan of revenue . In addition, like Weima 、 Wei to 、 Xiao Peng, a new powerful car enterprise without fuel models , You can also get a considerable profit by selling new energy points , This is for the new power auto enterprises in loss , It can solve some urgent problems . These are the of the Chinese market “ Peanuts ”.


3
The last ten new energy manufacturers
 
The top ten new energy manufacturers are : faw-vw 、 Shanghai Volkswagen 、 Dongfeng motor 、 Guangzhou Honda 、 Shanghai GM 、 Dongfeng Honda 、 Geely 、 Beijing Benz 、 Tianjin FAW Toyota 、 Zhejiang pride ( geely 、 Volvo ). Two Geely manufacturers are on the list .
 

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In the list , First of all, the north and South Volkswagen occupy one or two places in the negative ranking list respectively , according to 3000/ Sub calculation , FAW Volkswagen may need to pay 36 Billion to buy new energy points , SAIC Volkswagen needs 23 Billion to buy new energy points .
 

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It's not hard for us to find out , Most of the enterprises on the list with negative scores are traditional joint ventures , Therefore, the public has also actively introduced ID.4、ID.6 Such as pure tram . But the most injured is SAIC GM Wuling , Due to Wuling Hongguang launched last year MINI EV Popular in the market ,2020 The year totals 127651 The sales of cars bring a lot of new energy points , However, these points are not enough to fill in the negative points of other SAIC manufacturers , Therefore, these points can not bring substantial benefits to Wuling .


4
The last ten manufacturers with fuel consumption points
 
Finally, let's look at the bottom ten of the fuel consumption points , Namely : faw-vw 、 SAIC general 、 Zhejiang pride 、 Chongqing Chang'an 、 Beijing Benz 、 FAW Group 、 Chery car 、 Dongfeng motor .
 

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The new energy score reflects the proportion of manufacturers' new energy models , The fuel consumption score reflects the fuel consumption level of the manufacturer's model , So we can see , Fuel consumption points ranking , Honda disappeared , Chery and Chang'an are added . However, this does not prove that the fuel economy of independent brands is not high , The main reason is that independent brands are not like Honda 、 Toyota applies the hybrid system on a large scale . So this year Chery 、 The Great Wall is on the horse, hybrid models .
 

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Another interesting thing is , In the past, we always said that Harvard had high fuel consumption , Judging from the fuel consumption integral , The fuel consumption of Geely models is not necessarily lower than that of Haval , Harvard is likely to suffer from SUV models , This creates the impression of high fuel consumption .


5
“ Double integral ” Change

The formulation of double integral has two purposes , First, reduce the average fuel consumption level of the Chinese market ; Second, increase the proportion of new energy vehicles in new car sales .
 
From the current data , The overall fuel consumption of models in China's auto market has increased from 2017 Year of 6.6L Down to 6.0L; The new energy models on sale are made by 2017 Year of 58 paragraph , increased 2020 Year of 119 paragraph , It can be said that the automobile industry has made outstanding contributions to carbon emission control .
 

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So what is the impact of double points on ordinary consumers ?
 
First of all, there will be more new energy models we can choose , Endurance will also increase significantly , And the fuel consumption of fuel models will also be reduced . But on the other hand ,“ Double integral ” Also means that , Our choice of large displacement performance models will reduce , Not even . Now friends who can afford performance cars , If you like, start early , Maybe it won't be sold in the future .


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