Appliance industry will bid farewell to GSP

On July 18th, the NDRC convened a meeting of home appliances companies to discuss the development of a new round of subsidies for energy-saving appliances. And this energy saving subsidy policy that ended on May 31 is still less than two months.

Complex mentality

According to media reports, the National Development and Reform Commission convened some of the home appliance companies to hold talks. The main purpose was to brewing a new round of home appliance support policies to replace the energy-saving appliance subsidies that had just been terminated. Although no consensus has yet been reached on specific programs, the overall framework of the policy will be to encourage companies to produce the highest levels of energy efficiency products and to subsidize energy-efficient products for some companies, instead of inclusive policies. It is said that the policy is expected to be implemented on October 1.

“At present, there has been no clear news about the new round of support policies. However, after several rounds of policy support, home appliance companies have complex mentalities for periodical stimulus policies.” Tian Zhanjun, executive vice president of Shandong Household Electrical Appliances Association, told the Economic Herald reporter that energy conservation The subsidy policy can indeed stimulate consumption, but it is also an advance overdraft of demand. After the end of the policy, there is often a significant decline in performance. Whether it is the previous home appliances to the countryside or the energy-saving subsidies that have just ended, a similar situation has emerged.

Tian Zhanjun said that when the energy-saving subsidy policy came to an end, relevant departments called home appliance companies to open forums. At that time, many companies did not favor continued subsidy policies.

“Some convened some home appliance companies to discuss the new energy-saving appliance support policy, but whether the specific introduction or when the introduction is unknown.” On the 21st, Shandong, a well-known household electrical appliance enterprise external propaganda department staff Ms. Wang guide reporter revealed, The company in which it is located participates in the discussion.

Ms. Wang said that for the new round of energy-saving appliance support policies, it is no longer expected to be a phased policy support, but to form an energy efficiency leading system for the entire industry.

Subsidy energy efficiency leader

The root cause of complex corporate mentality is undoubtedly the “ups and downs” of home appliance sales data.

Zhang Haiyang, a staff member of the Office of Shandong Energy Saving and Huimin Project Leading Group, told the reporter on the 20th that due to the stimulation of energy-saving appliance subsidies, the performance of Shandong's home appliance production and marketing companies increased significantly in the first five months of this year. The Shandong Energy Saving and Huimin Project Leading Group Office dispatch found that in the first half of the year, the household appliance industry in Shandong maintained an increase of 8%-15%. Among them, companies such as Haier and Hisense continued to improve their product mix, and their output of color TV sets and refrigerators rose by more than 15%.

"As of the end of May, the province's short-listed companies have cumulatively produced 5,147,700 units of energy-efficient home appliances and sold 33,133,700 units, which accounted for 32.5% and 31.92% of the nation's total respectively. The province's circulation enterprises sold 4,941,100 energy-saving appliances and had sales of 13.306 billion yuan. Accounted for 9.06% and 11.57% of the country's total, the finalists in the province received a total of 4.552 billion yuan in subsidy funds, and the province’s circulation enterprises paid consumer funds of 1.428 billion yuan.” Zhang Haiyang said that in May before the policy is about to expire , The production and sales of energy-saving appliances have seen rapid growth. For example, energy-saving appliance production in May increased 61.03% month-on-month, and sales of refrigerators increased 159.08%.

In sharp contrast to this, after the home appliance industry ushered in the policy “open window period,” sales of household appliances in the past more than a month have dropped significantly.

Ovid Consulting's monitoring showed that the market of refrigerators fell by 38.3% year-on-year from June 3 to June 9, and the retail sales of the last week of the energy-saving policy (May 27-June 2) increased by 55.3% year-on-year. obvious. In terms of structure, the price of energy-saving appliances that have lost subsidies has risen, and sales have dropped sharply. Energy-saving refrigerators accounted for nearly 20.6 percentage points lower than the previous month in June. The proportion of energy-saving constant-speed air conditioners fell 10.6%, and the proportion of energy-saving inverter air conditioners fell 18.3%.

In response, Su Liang, Aowei Consulting's brand director, told reporters in an interview that after the second quarter, the macroeconomic slowdown and policy withdrawal had a significant impact on home appliance companies. The brewing of the New Deal is not only related to the economic environment in which the sales of the home appliance industry have recently declined, but also related to the improvement of energy efficiency.

According to Su Liang, the new support policy will be based on ultra-high energy-efficient home appliances that have been researched and developed last year, and will provide state subsidies for home appliances including color TVs, air conditioners, refrigerators, and washing machines. The biggest highlight of this policy is to subsidize only ultra-high energy-efficient home appliances and limit the number of subsidies, so as to form an energy efficiency leader system for home appliances with Chinese characteristics.

“Energy-saving and benefit-minded policies belong to the minimum standard system and stipulate a standard that is not allowed to enter the market below this standard. The leader system implemented this time will reward some outstanding enterprises with energy-saving technologies on a benchmark. The competitiveness of the company encourages enterprises to consider R&D and industrial transformation in a key position and consider the benefits, which is conducive to the formation of a long-term, virtuous cycle of energy-saving and emission-reduction goals.” Su Liang said that this is also conducive to fundamentally Relieve the dependence of home appliance companies on policies.