Recently, media reported that the National Development and Reform Commission will initiate a new round of energy-saving subsidy policies, provide financial subsidies to energy-saving front runners, and are expected to be formally implemented on October 1 with the new energy efficiency standards. This news is less than one-and-a-half months from the energy-saving benefit-subsidy policy that ended on June 1 this year. According to sources, the enthusiasm of the home appliance companies invited to interview was not high, and many companies even opposed it. Why did they need to introduce stimulus policies? What is the background for the new round of energy-saving subsidies and what are their purposes and meanings?

Analysis of policy background to guide industrial upgrading and stimulate high-end consumption

This policy is defined as a long-term mechanism for energy conservation leader. Some experts emphasize that it is a long-term mechanism. It is a system rather than a simple policy. It is intended to promote the in-depth development of energy-saving and emission reduction and the promotion of green super energy-saving products. The government will guide industrial transformation. Upgrade to create policy support for the consumption of high-end energy-saving products. Different from the previous starting point of energy-saving and benefit-subsidy policy, the transition from the generalized system to the elite system. According to another observation, the time for this policy to be introduced was hurried, and it was probably related to the economic downturn. Stimulating high-end consumption and stimulating GDP growth should be one of the important indicators.

Policy game, the introduction of a large probability event, or enforcement

According to media reports, the development and reform commissions, the Ministry of Finance, the China Standardization Committee and other ministries that are leading the development of this policy are involved in policy formulation. The attitudes and opinions of the NDRC and the Ministry of Finance are of particular concern. The mana of the government’s macro-control has once again overcame the marketization mechanism, and the government-led market mechanism is difficult to change for a short time. According to informed sources, apart from differences in the technical aspects such as the target of subsidies, the amount of subsidies, and the issuance of subsidies, there has been consensus on large directional issues. The author believes that the introduction of this policy is a highly probable event. If the parties eventually reach an agreement, the forecast will be implemented or enforced on October 1st.

The policy threshold has been raised again and the aristocracy

The target of new energy-saving policy subsidies will be the industry's technology leader and large-scale leading enterprises. Small and medium-sized brands will not enjoy this policy. Policy access thresholds will be raised again. One will be conducive to policy positioning and encourage the support of technological innovators. Second, it will prevent large-scale SMEs from participating in fraudulent subsidies. It will shield the opportunities for violations from the front of policy design. This is in line with the needs of certain large companies. Appeal.

The implementation of new standards, most of the products will be eliminated

According to the new standard, the energy efficiency index for LCD TVs and plasma TVs has increased by about one-to-one, and the current level 1 efficiency of drum washing machines is equivalent to the new standard's level 5, which means that according to the new standard, the current 2 - Level 5 energy efficiency products will not be included in the subsidy. At present, there will be more than 30% of frequency conversion three-level air conditioning products on the market that do not meet the standards, at least 60% of the drum washing machine products will be delisted.

Preventing fraudulent supplementation is the key, and regulatory accountability mechanisms must be matched

According to past policy experiences of home appliances to the countryside, trade-in replacement and energy-saving subsidies, each policy introduction of “cheat compensation” has become a top priority for media and public opinion. How to effectively prevent fraud, who will supervise and monitor? If supervision fails, accountability mechanisms are particularly important. This supporting link should be tied up with the policy and clearly stipulate the regulatory agencies and responsibilities.

Penalties for violations must be severed and blacklisting should be established

Looking back at the home appliance stimulus policies of the past five years, alleged violations of the company have attracted widespread attention from the media and public opinion once they are exposed, but the warning effect is negligible. There are few, and there have been repeated cases of repeated fraud. The reason is that punishment is too light or public relations. After that, it is easy to breed corruption. The author proposes that a blacklist system should be established. Companies suspected of fraudulently confessing violations should be blacklisted and recorded on the record. Any enterprise that enters the blacklist shall veto it by one vote and shall not be allowed to enjoy policy support again.

The subsidy method can refer to technological innovation and no longer directly subsidize channels or consumers.

If you really want to establish a long-term mechanism for energy-saving leader, we must work hard on the subsidy method. The subsidy methods used in previous policies have been tried in the consumer, circulation, and manufacturing sectors. As a result, fraudulent subsidies have occurred. Instead of referring to technological innovation and technological innovation, ministries and commissions such as the Ministry of Science and Technology, the Ministry of Industry and Information Technology, the National Audit Office, and the State Administration of Taxation will all be included in the policy development department, and the Ministry of Public Security, the Ministry of Supervision, and the National Bureau of Corruption Prevention will be incorporated into the regulatory authorities. Innovative incentives are no longer directly subsidizing channels or consumers. Instead, they are subsidizing enterprises or tax reductions and exemptions through project submission, audit, spot checks, acceptance, auditing, and supervision. It is not appropriate to subsidize rewards in cash.

Administrative measures to replace the market, SMEs or events

This policy will undoubtedly crack down on SMEs that account for more than 90% of the total number of home appliance companies. What will they do? They do not rule out that in order to survive, they may try their own way, and the virtual energy efficiency will participate in the market with gambling psychology, and eventually there will be no embarrassment for the law. Because they have not been beaten by the market and have not been eliminated by legitimate market competition, they are naturally not convinced that the possibility of these SMEs challenging the bottom line of the policy exists. The author suggests that before the introduction of the policy, policy-making departments should consider alternative policies. How to appease small and medium-sized home appliance companies is also one of the important issues that policy makers should consider. Small and medium-sized household appliances enterprises are also legal producers, managers and taxpayers. They also assume social employment obligations. If this policy is not properly set up, it may cause dissatisfaction among many small and medium-sized enterprises, and fears that predictions may arise.