The monitoring of PM2.5 started, once again weighing the auto industry.

On March 8, Guangdong announced the monitoring of PM2.5 in the PRD. Guangzhou, which has the least optimistic detection situation, suffered public pressure on the first day. According to the Guangzhou Municipal Environmental Protection Bureau, “Air pollution is mainly from motor vehicles. Monitoring is a means and governance is fundamental. It is recommended that Guangzhou restrict cars. "At this time, Shenzhen was also planning to collect congestion fees because its car ownership exceeded 2 million vehicles.

Automobile manufacturers and distributors are paying close attention to relevant policy trends. "The biggest impact of Beijing limit licensing is the independent brand car dealers, if Guangzhou limited license, the overall sales will certainly be greatly affected, we will consider closing some branches." Said a manager of a Haima car dealership in Guangzhou.

Although considering the local economic development, the relevant departments of Guangzhou and Shenzhen are not uniform in restricting the purchase of automobiles or restricting travel. However, Zeng Qinghong, general manager of Guangqi, who opened the “two sessions” in Beijing, believes that it is only a matter of time before Guangzhou and Shenzhen limit cards. ."

Some auto industry insiders in Guangdong also stated that “Our corporate planning will generally take three to five years. We expect these conditions to be early but may come earlier than expected.”

In addition to the traffic congestion caused by the environmental protection department's unbearable pressure, too many cars make the air in the city overwhelmed.

On March 8th, Guangdong began to announce the PM2.5 monitoring index of each city in the PRD. On that day, there were two monitoring stations in Guangzhou far exceeding the standard. Since then, different areas in Guangzhou have experienced excessive levels. Guangzhou Environmental Protection Bureau has long been monitoring PM2.5, so it is not unexpected. It also deliberately held a press conference on March 8th to publicize the governance measures.

Spearheads point to motor vehicle emissions. Luo Siyuan, director of the Guangzhou Municipal Environmental Protection Bureau, said that according to the composition of atmospheric pollutants in Guangzhou at the present stage: motor vehicles account for about 38%; industrial pollution sources account for about 32%; VOCs account for about 18%; and workplace dust accounts for about 12%. He said that Guangzhou will focus its work on air pollution control in areas such as motor vehicles and industrial pollution, and suggest that relevant departments restrict the licensing of cars at appropriate times.

“The pressure of the Guangzhou environmental protection department is indeed very high.” An insider from the Guangzhou Environmental Protection Department said on March 9th that the proposal for restrictions on cars is still in the plan. There is no specific plan.

According to relevant departments, it is now the best time for the Pearl River Delta to meet the air conditions. The most severe challenge will be from September to October each year, when more environmental protection agencies will be under greater pressure.

In addition, urban congestion is also pushing down the purchase or restriction policy. Last December, Shenzhen had more than 2 million cars. According to relevant departments' estimates, the number of vehicles in Guangzhou will also exceed 2 million vehicles this year.

According to statistics, Shenzhen’s roads on average accommodate 300 cars per kilometer, while international standards are 1 km and 270. "Shenzhen has exceeded the international security line." Zeng Qinghong said.

On March 4, Xu Wei, deputy director of Shenzhen Traffic Police Bureau, said that in order to reduce the number of people driving and increase the cost of car use, Shenzhen plans to collect congestion fees in the central area. On the eve of the 2010 Asian Games, Guangzhou, which was facing severe traffic pressures, also discussed the collection of congestion charges. However, it was later replaced by Asian Games during the Asian Games, which had relatively little impact on the automobile economy.

The limited-brand chain reaction market began to have a chain reaction to the statement of limit cards.

“We are very concerned about the relevant policies, after all, Guangzhou and Shenzhen are our headquarters and are directly related to our car sales. Once the 'Limited License' and other measures are introduced, the impact on the South China auto manufacturers will be particularly large.” Inside an automobile company in Guangzhou The person said on March 12th.

In the first three quarters of last year, the number of licensed cars in Guangdong was 820,900, an increase of 9.05% year-on-year. Based on this growth rate, Guangdong had exceeded 1,550,000 vehicles on new cars last year. Among them, Panyu's several major Japanese car companies in southern China have benefited greatly. According to recent statistics, the top three market shares in Guangdong are Dongfeng Nissan, FAW Toyota and Guangzhou Automobile Honda. Dongfeng Nissan’s market share in Guangdong was once over 10%, and the entire Japanese market share exceeded 40%. In terms of models, Camry, Tianyi, Sylphy, Accord and so on temporarily stay in the top four in Guangdong sales. In the automobile market in Guangdong, Guangzhou and Shenzhen, with their limited licenses and congestion pricing expectations, were taken as the top priority, accounting for more than 40% of the passenger car sales in Guangdong.

“Although companies have long been expecting rapid growth in car sales, pollution, and supporting facilities, which will affect car sales, they did not expect to come so fast. If, like Beijing, it drops from 800,000 vehicles to 240,000 vehicles per year, Many companies may have to face the greatest challenge in history,” said the insider of the Japanese car company.

Some car dealers in Guangzhou are also pessimistic about this bad news. Xiao Chen, a dealer manager of Haima Motors Guangzhou, said: "Own brands are inherently low, and if they are 'limited', the first to be turned off must be a self-owned and branded dealer."

Some Guangzhou auto companies interviewed by this reporter said: "We have long been looking for ways to deal with it. In addition to the South China Base Camp and other first-tier cities, we have consciously developed the second, third and fourth tier markets and increased the promotion of these markets."

The sinking of channels is a strategy that many car companies are carrying out. Car companies that are under pressure from local restrictions, restrictions, and other restrictions appear to be more enthusiastic. Last year, Dongfeng Nissan implemented the long-planned four-district system. Yao Yiming, the deputy general manager of Changguangqi Honda, an extension third-tier and fourth-tier cities, and even the five-and-six-tier cities, also said: “To cope with a changing market, the joint venture’s own brand concept is mainly aimed at the second and third lines. The market is often even four or five lines."

During the two games of interest games, many representatives debated whether or not to collect congestion fees, which is just a microcosm of the game of congestion fees and limit cards.

After the Shenzhen Transport Department made it clear that it would collect congestion fees in the downtown area, Shenzhen Mayor Xu Qin said in another sincere that Shenzhen has not taken consideration of congestion charges for the time being. The same disagreement also appeared in Guangzhou. The transportation department in Guangzhou had reported plans for the collection of congestion charges in 2009, but it did not come to an end.

Different interests have led to different demands from the direct management department and the higher-level government departments that are looking at the overall situation. The pressure from the Guangzhou Environmental Protection Bureau and the Shenzhen Traffic Police Bureau comes from deteriorating urban air and traffic, while the Guangzhou Municipal Government and the Shenzhen Municipal Government have to consider the overall economic and industrial development.

Guangzhou's leaders are proud of the success of the automotive industry, and the automotive industry is also a pillar industry in Guangzhou. In 2010, the automobile production reached 1,358,400, and the output in 2011 exceeded 1.4 million. It is planned that by 2015, Guangzhou will achieve an annual production capacity of 4.5 million vehicles and the output value of auto parts will exceed 150 billion yuan.

Shenzhen also has a dream of developing the automobile industry. According to its development plan for the automotive industry, Shenzhen will build a new energy automobile industry with over 100 billion yuan. "Shenzhen can not completely skip the traditional cars and directly develop new energy vehicles," Lu Xiangzheng, deputy director of the Shenzhen Municipal Development and Reform Commission's major project coordination department, told this reporter. For this reason, in addition to supporting auto companies such as BYD, Shenzhen introduced a Changan PSA project with a total investment of 12 billion yuan a year ago.

Although the Guangzhou Environmental Protection Agency could not finalize the time limit, Zeng Qinghong, who represents the auto company, determined that the game will eventually win with the limited player. The car company should consider how to deal with it. (Tencent Automobile)