Who buys the "National IV" account?

At the "two sessions" in 2010, the Shanghai Automobile Chen Hong proposal contained the following passage: "The phenomenon that oil quality has always been below the requirements of automobile emission standards has continued in China for many years. Oil products that meet emission requirements cannot be supplied to the market simultaneously. This has affected the smooth implementation of China's overall strategy for energy conservation and environmental protection, and it is proposed that the State Council take the lead to coordinate and comprehensively balance the formulation and implementation of automotive product emission standards and oil quality standards, and that the implementation of oil quality standards during specific operations should be implemented. Earlier than the implementation of the same level of automotive emissions standards."

Shanghai Auto, as the leader of China's auto industry, Chen Hong's remarks represent the voice of the entire industry, that is, oil products will not be of a higher grade, and it will be unreasonable to put pressure on reducing emissions to the entire vehicle manufacturer.

Recently, a number of cities in the Pearl River Delta began to implement the "National IV" standard, and the implementation of the National IV standard in the country is gradually advancing. However, from the actual situation, it is very difficult to advance. Among them, the biggest problem is that "National IV" oil cannot be bought.

Taking Zhongshan City as an example, the city stipulates that the “National IV” standard be fully implemented from September 1st. So before the “National 3rd” automobile rushed to buy, the wave of licensing was seen. Since it did not buy it, it would not be sold at all. However, the director of the Vehicle Pollution Control Department of the Environmental Monitoring Bureau of Zhongshan Environmental Protection Bureau, Tan Siu Teng, said in an interview on August 31 that the current national standard for oil use has been uniformly arranged and configured by the Provincial Economic and Information Commission. Currently, Zhongshan has not yet received it. Notice of specific arrangements for the arrival of oil products.

In Nanjing, all four national standards were implemented as of October 1, but this "standard" seems to be only for auto mainframe manufacturers. According to Jiangsu Sinopec sources, it is advancing the national IV gasoline supply. When the listing at the gas station is not yet established. It was estimated that it was unlikely to be replaced with National IV oil on October 1st.

In Foshan, although the National IV standard was implemented since September 1, local diesel fuel that meets the “National IV” standard has not been supplied.

From the management point of view, the game between the local government and car enterprises is clearly a victory, not to meet the standard does not let sell, which makes many companies with "National Three" models are afraid; but, local governments and PetroChina, Sinopec, etc. When the giants game, I am afraid we will have a disadvantage.

Because of the Beijing Olympics, the Shanghai World Expo, and the Guangzhou Asian Games, the above three cities took the lead in implementing the “National IV” standard in China. However, in September, the Pearl River Delta in Guangdong Province, where China’s four cities were established, began to implement the “National IV” in October. The petrochemical giants obviously cannot follow their own criteria to accelerate their pace.

According to the national pollutant discharge standards, the type approval of light vehicles and heavy vehicles will be implemented on July 1, 2010 and January 1, 2010, respectively. By December 30, 2009, Sinopec and PetroChina had just guaranteed that the oil in most regions of the country had reached the national standard.

In other words, just three months after launching the country’s three oil products nationwide, many cities need to upgrade to the National IV. Wei Jinqiao once discussed this topic with me. He provided a data that the three major petroleum refining and chemical companies upgraded their products to the National IV, and their input should reach 50 billion yuan. No matter from the time or the amount of input, it is very difficult.

Then, how much will the National IV standard impose on the car manufacturers? Fourthly, the state requires that on the basis of the National 3, the emissions of light-duty bicycles will be reduced by about 50%, the emissions from heavy-duty vehicles will be reduced by about 30%, and the particulate emissions will be reduced by more than 80%.

This requires that the electronic fuel injection system of the car engine needs to be re-matched, and the catalyst formula is recalibrated, and precious metal elements are added, so that the control accuracy of the electronically controlled fuel injection is higher. It is estimated that the total vehicle cost will increase by around 3,000 yuan. According to China's production of 13.79 million cars in 2009, it was roughly calculated, which was almost 41.4 billion yuan. This is only a one-year cost.

As a higher degree of marketization of auto companies can afford this money, why petrochemical companies can not afford it?

Promoting environmental protection and advancing energy conservation and emission reduction are indeed major policies. Once they pose a great challenge to corporate interests, they are bound to face resistance. Sinopec and PetroChina are central enterprises. The government can't use the so-called "standards" to restrict them; only the "standards" can be used to restrict the more highly-automated automobile manufacturers. This is the pressure on emissions that is imposed on auto companies. The crux of the matter lies.

The refining and chemical companies that have obtained huge profits because of monopoly operations should be responsible for accelerating the environmental protection process in China. Otherwise, only some national standards that cannot be implemented will be used. What is the use of energy-saving and emission reduction?

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