Recently, the news that the "green card privilege" of new energy vehicles may be canceled has been widely spread on the Internet, causing heated discussions from all walks of life. This proposal originated from Cui Dongshu, secretary general of the National Passenger Car Market Information Association, who suggested that "blue and green equal rights" should be achieved in the next two years, that is, new energy vehicles and fuel vehicles enjoy the same rights.
As soon as the news came out, the public reacted strongly, and many people mistakenly thought that the blue and green cards would be merged into the same type of licence. However, Cui Dongshu quickly clarified that the so-called "merger" does not mean the integration of license plates in the physical sense, but refers to the fact that vehicles with two license plates should enjoy equal treatment. Since its launch in 2016, green cars have enjoyed a series of privileges including no lottery, no purchase tax, no vehicle and vessel tax, as well as no traffic restrictions in large cities, free parking, etc., which have greatly promoted the rapid development of the electric vehicle market.
數據顯示,我國新能源車銷量從2014年的不足10萬輛,增長至2023年的950多萬輛,2024年更是突破1200萬輛,佔比超過40%。明星車型如比亞迪宋PLUS DM-i、特斯拉Model Y、理想L9等,即便在沒有國家補貼的情況下,銷量依然強勁,顯示出消費者對新能源車性能的廣泛認可。
Looking back on the development process of new energy vehicles, the initial policy support undoubtedly played a key role. At that time, electric vehicles were expensive and limited in performance, making them uncompetitive in the market. However, today's new energy vehicles generally have a range of more than 600 km, and some models even exceed 0 km, and the power performance surpasses that of fuel vehicles, and the charging facilities are becoming more and more perfect.
If the green card privilege is removed, it will have a profound impact on the market. For car companies, this means that brands that rely on policy dividends to survive will face elimination, market competition will be more intense, and car companies need to focus on improving product competitiveness. BYD, Tesla, Ideal and other leading enterprises, with their strong brand influence and product strength, are not expected to be greatly impacted.
However, for ordinary consumers, the removal of the green card privilege will directly increase the cost of purchasing new energy vehicles. Especially in cities with purchase restrictions, if new energy vehicles also need to be lottery or auction license plates, it will greatly increase the difficulty and cost of car purchase. At the same time, the resumption of purchase tax and vehicle and vessel tax will also increase the cost of car purchases.
Despite this, it is difficult for fuel vehicle owners to be optimistic. If the sales of new energy vehicles lose their policy advantages and decline, car companies may reduce their promotional efforts, resulting in a recovery in the price of gasoline vehicles. The cost of use of fuel vehicles is much higher than that of electric vehicles, and in the long run, electric vehicles still have significant economic advantages.
以一輛30萬元的車為例,假設每年行駛2萬公里,燃油車每年油費和保養費合計約2萬元,而電動車僅需約6000元。十年下來,燃油車比電動車多支出14萬元。即便加上購置稅,電動車的總成本優勢依然明顯。
What's more, the removal of green card privileges is part of a larger trend. As the automotive industry moves towards greener and smarter, electrification is just the first step. For consumers, choosing new energy vehicles is not only in line with policy guidance, but also in line with future trends. For consumers in cities with purchase restrictions, they should seize the current policy window and start new energy vehicles as soon as possible; For consumers who are suitable for electric vehicles, new energy vehicles are undoubtedly a low-cost choice in the long run.
In the face of policy adjustments, fuel vehicle owners may find it difficult to let go, but the wheel of history will not be reversed. The era of traditional fuel vehicles is gradually disappearing, and the future belongs to electrified and intelligent new energy vehicles. While paying attention to policy changes, it is wise to focus on long-term trends and follow the trend of the times.