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Selling carbon, 2021 new energy car companies new way out?

Silver Securities (UBS) analyst predicted that Tesla will become the most profitable electric car company in the next few years.

Although “top-top rights”, “organ unit prohibits”, “brake door”, “Foreign Leville Recall”, let Tesla, but this is not Influencing Tesla as the heat of the global electric motor industry. Even today’s Tesla has declined, since the world’s global sales in January-April, Tesla still achieved three-digit growth.

However, these do not let Tesla become “most” electric motor, on this basis A project called “Regulatory Credits”, started to realize that selling carbon, perhaps the new way of 2021 global electric vehicles.

is the so-called fullness, and when human beings are in the survival problem When I came out, when I started to enjoy life, I like a few words in the ancient emperor, “sustainable development”, jumped in front of the people of the world. On this basis, “carbon neutrality”, “carbon-up peak”, etc.

According to the research data, if we do not take any measures to limit carbon emissions, the temperature of the 2030 will increase 3 ° C, global food production can reach 10%, 5 million people will die each year, die of air pollution, famine and disease. Regardless of the data is true, the theory is in line with the actual situation, and at least the current countries of the world began to respond to energy conservation and emission reduction. Implementing to the automotive industry, new energy cars, this new car full of “magical” color is the top priority.

However, in China, domestic domestic is beginning to implementNew energy cars, so far, although it has become the world’s new energy automobile production and sales, the share of new energy vehicles is still scary, according to today’s trend, it is difficult to double, it is difficult to achieve “low carbon” The goal. China is still so, foreign countries don’t have to say, so countries in order to encourage electric vehicles, in order to encourage the purchase of electric vehicles, “subsidies” will come.

What is the new energy subsidy in China? It doesn’t need to say more, and foreign countries are also different. But for ordinary people, it should be a “product subsidy”, saying that it is not aware of it, and correctly exemplifies the “Dual Integral Policy” in China. That’s right, there is also a “double points policy” in foreign countries. For example, the United States has a carbon emission quota, which is roughly equivalent to the domestic dual-point policy, and is also required to need a certain credit limit to avoid high tickets.

For example, in this year, there are 11 states in the United States to sell a certain proportion of zero 2025. Emissions the car, many companies that produce fuel vehicles can only purchase credit lines to enterprises rich in other carbon emissions in order to avoid the high ticket for the government, and because Tesla only produce electric vehicles, there is certainly more To “referral”, a year of light to sell carbon “lying” is 1.58 billion US dollars will naturally go to the stream.

Here you will popularize a small knowledge here, Alipay’s ant forest is actually a carbon trading, through us “Sell” to “sell” every day, get enough energy to grow trees, thereby achieving emission reduction purposes.

Selling carbon, it can really make money

Ant forest is a public welfare, through everyone’s “Hard work”, let Alipay to go to the Gobi tree, thus achieving low-carbon environmental protection, then carbon transactions between car companies have more cruel and reality. Taking domestic as an example, 2017 domestic landing dual-point policy, the Ministry of Industry and Information Technology, open platforms, to avoid punishment to avoid punishment. Then let’s take a look at the integration situation of each car enterprise in 2020.

According to data, the National Passenger Car Industry has produced 4.2 million new energy positive points, 920,000. New energy negative points, single look at this data is optimistic, but if the integrated fuel consumption points are concerned, that is not good.

Whole 2020, the national passenger industry has produced 1057 million fuel consumption negative points, 391 million fuel consumption The quantity is points, and the negative integrals are far positive. Because new energy positive points can freely trade and offset the negative integration of fuel consumption, the former will naturally have a case where the supply is inquiishing.

In this case, the purchase points will become the best way out of the list of bicycles. For example, there is news that FAW-Volkswagen has been seek Tesla China to buy new energy positive points, each point price is 3,000 yuan. If Tesla sells his own 860,000 yuan, you can lying 2.5 billion yuan. What is this concept? Look at the gross profit of 2020, just $ 761 million (about 461 billion yuan). This seems that it seems to understand why Tesla can repay Shanghai Super Factory $ 614 million loans in advance.

In addition to Tesla, BYD, Shangqi General Wuling, Beijing Auto, Weima Auto and Xiaopeng Auto As long as the brands are willing, they can also get a good income with points. For example, Juan Lu Bin has revealed that 200,000 points generated in 2020 will be sold in 2021, if it is calculated according to 3000 yuan / division, it will lying 6 billion.

Write in the last

“selling carbon” to make money, but there must be points to sell, so we must make money by this means. First, you should still do the product well to ensure that the vehicle can sell, otherwise it will produce too many vehicles, but it is lost sesame. Even if you are in Tesla, there have been sales diving under the influence of “incident” in China, so I advise the new energy car companies here, hard strength is the last word, as long as the product is done, why tastes Is the profit not coming?

(picture source network, intrusion)

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