·Shenzhen "raid" limited purchase of electric vehicles exclusive 20,000 indicators

Shenzhen has said that it will not engage in surprise-style purchases. On the afternoon of December 29, 2014, the Shenzhen Municipal Government held a press conference to issue the “Notice of the Shenzhen Municipal People's Government on the Implementation of the Incremental Regulation and Management of Small Cars”, and decided to implement the small citywide from 18:00 on December 29, 2014. Car incremental regulation management. The "Notice" stated that the effective period of regulation and management is tentatively set for five years. The tentative target is 100,000 per year and is distributed on a monthly basis. Among them, 20,000 indicators are only for electric cars, taking the number one; 80,000 ordinary car indicators, 50% using the lottery, 50% taking the bid. The annual indicator is adjusted in a timely manner depending on the traffic, atmospheric environment and automobile demand.
The move in Shenzhen will benefit local electric vehicles, and local companies BYD will have significant benefits. However, because the "Notice" used the "electric car", BYD Qin may not be in it.
Restricted purchases again raided Shenzhen's motor vehicles have a large amount of traffic, and peak congestion is common in the morning and evening. At present, Beijing, Guangzhou, and Shanghai have adopted restrictions or single and double number restrictions, and the news of Shenzhen's limited edition has been discussed for a long time. The relevant person in charge has clearly stated that "if Shenzhen introduces such a policy, it will certainly listen to opinions widely and will never engage in a sudden attack." More than a week ago, the head of the Shenzhen Municipal Communications Commission made a clear statement at the first Beishang Guangshen Transportation Conference. Shenzhen will not learn from Beishangguang.
According to a press release issued by the official website of the Shenzhen Municipal Government, in recent years, the number of motor vehicles in Shenzhen has grown rapidly, and traffic congestion and traffic pollution have become increasingly serious. As of December 20, 2014, the number of motor vehicles in Shenzhen exceeded 3.14 million. The average annual growth rate in the past five years was about 16%. There were about 500 motor vehicles per kilometer, and the vehicle density was the first in the country. Among them, in 2013, about 370,000 vehicles were added, with a growth rate of 16.5%; in 2014, about 550,000 vehicles were added, with a growth rate of 20.9%. With the continuous rapid growth of motor vehicles, the length of traffic congestion continues to rise, and traffic congestion areas continue to expand. According to monitoring, the length of night peak congestion in downtown Shenzhen has increased from 38 minutes in 2012 to 55 minutes in 2014. Increasing numbers of motor vehicles and increasingly frequent traffic congestion pose a serious pollution to the atmosphere. According to estimates, motor vehicle exhaust emissions account for 41% of Shenzhen PM2.5 local emission sources, which have formed a major source of atmospheric pollution, which has become an important cause of ash weather. Continued increase in exhaust emissions has seriously affected the urban environment and the quality of life of citizens. With the rapid increase in the total number of motor vehicles, the parking space gap continues to increase. According to statistics, the total number of parking spaces in Shenzhen is currently 1.04 million, which is two-thirds of the total. The problem of parking difficulties has become increasingly prominent. The phenomenon of chaotic parking is extremely serious. The public space such as fire exits, carriageways, sidewalks and green belts has been greatly affected, which has greatly affected the smooth roads, traffic order, city appearance and fire safety.
In recent years, Shenzhen has continuously increased traffic congestion management, but the growth momentum of small cars is still high. According to the current situation, the number of motor vehicles in Shenzhen will increase by about 1 million in the next two years. By the end of 2016, the number of motor vehicles will exceed 4 million. According to estimates, the length of the night peak congestion in the downtown area will be extended from 55 minutes in 2014 to 92 minutes. Shenzhen's limited urban space resources will be squeezed by the growing number of cars, and the operational efficiency, atmospheric environment and quality of life of the entire city will be seriously deteriorated.
Good for new energy vehicles Since the "Notice" clarifies that 20,000 vehicles are allocated to electric cars every year, they are considered to be good for new energy vehicles.
Cai Linlin, an analyst at Hongyuan Securities, believes that Shenzhen’s purchase restriction is good for new energy vehicles. If new cities are equipped with new energy vehicles in a ratio of 1:4 in the future, the development of new energy vehicles is expected. Cheung Kong Securities auto analysts Xie Li and Huang Xili together issued a comment that the promotion of new energy vehicles is profitable, and the industry development will be further protected by strong policies. The 20,000 vehicles in Shenzhen's purchase restriction will be given to new energy vehicles, which will obviously promote the promotion of new energy vehicles in Shenzhen. According to the current restrictions on purchases, it will obviously become a promotion of new energy vehicles. If the subsequent purchase restrictions spread, new energy vehicles are the areas of reverse benefit.
Shenzhen's local new energy passenger car manufacturers are only BYD's, so it will have a significant stimulating effect on BYD. At present, the pure electric passenger car under BYD's name is only one e6. BYD Qin is a plug-in hybrid vehicle. Strictly speaking, it is not an electric passenger car in the Notice.

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