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Beijing NEV License Score Drops to 36: Is the Lottery Policy Indirectly Loosening?

2026-05-27454 views
In May 2026, Beijing announced the family new energy vehicle (NEV) license qualifying score at 36 points, the lowest since the policy's inception. This means more carless families can obtain NEV plates through points-based ranking without entering the individual lottery. The policy adjustment reflects Beijing's resolve to accelerate the transition toward vehicle electrification.

Policy Highlights: The Logic Behind the 36-Point Threshold

Beijing's passenger vehicle quota control policy has reached an important milestone.

The 2026 family NEV license qualifying score is set at 36 points, down 6 points from 42 points in 2025 and 18 points from 54 points in 2024. This trend indicates that the barrier to obtaining family NEV quotas is systematically declining.

The core reason for the score drop lies in the structural adjustment of quota supply:

  • Family NEV quotas increased from 32,000 in 2025 to 45,000 in 2026, a 40.6% rise
  • Individual NEV quotas compressed from 14,600 to 10,000, a 31.5% reduction
  • Corporate quotas reduced from 4,000 to 2,000

The policy design clearly tilts toward family users, embodying the regulatory philosophy of "prioritizing the mobility needs of carless households."

Scoring Rules and Threshold Trends

Beijing's family NEV quota uses a points-based ranking system combining base points and tiered points.

Base point calculation rules:

  • Main family applicant: 2 points
  • Other applicants (spouse, children, parents): 1 point each
  • Total family score = (base points + tiered points) × family generation count

#### Three-Year Threshold Comparison

YearFamily NEV Qualifying ScoreIndividual NEV QuotasFamily NEV Quotas
202454 points14,60032,000
202542 points12,00038,000
202636 points10,00045,000

The steadily falling threshold means a typical three-person family (main applicant + spouse + child, 4 base points, 2 generations, no tiered points) has a total score of 8 points—still far from qualifying even with tiered points. The 36-point line primarily benefits "three-generation" households or families with accumulated tiered points from years of lottery participation.

Policy Impact Analysis

The threshold drop to 36 points affects Beijing's auto market on multiple dimensions.

Direct Stimulus to NEV Consumption

  • Beijing's 2026 NEV sales are expected to increase by 30,000–50,000 units
  • Family users prefer spacious vehicles, benefiting SUV and MPV segments
  • The 150k–250k yuan price band will see the most significant demand growth

Further Squeeze on ICE Vehicle Market

  • Family quotas tilting toward NEV means fiercer competition in the ICE lottery pool
  • ICE quotas in 2026 are only 20,000, with winning odds expected below 0.5%
  • Some families holding ICE quotas may switch to NEV, accelerating ICE vehicle obsolescence

Impact on Auto Aftermarket

  • Charging infrastructure demand will continue growing
  • Old community charging facility upgrade pressure will intensify
  • Battery recycling and second-life utilization industries face opportunities

National Perspective: The Demonstration Effect of Local Policy

Beijing's NEV quota policy is not an isolated case.

Shanghai, Shenzhen, Guangzhou, Hangzhou, and other tier-1 cities have all relaxed NEV access barriers to varying degrees. Since 2026, 12 cities have introduced or strengthened NEV incentive policies spanning purchase subsidies, parking privileges, and traffic access benefits.

#### Major City NEV Policy Comparison (2026)

CityLicense PolicyPurchase SubsidyCharging InfrastructureTraffic Restrictions
BeijingFamily-oriented quotas, falling scoresNoneOld community upgrades acceleratedNEV exempt within 5th Ring
ShanghaiFree green plates, residence permit required10,000 yuan trade-in subsidyPublic charger coverage 85%Elevated roads restricted except NEV
ShenzhenNo-barrier registrationUp to 20,000 yuan1 public charger per 3 vehiclesNEV exempt citywide
GuangzhouRelaxed energy-efficient plates8,000–12,000 yuanCharging service fee subsidiesNEV exempt in partial zones

Beijing's policy adjustment sends a clear signal: under the dual constraints of traffic congestion and carbon emissions, local governments increasingly prefer a combination of "encouraging NEV while restricting ICE" to achieve structural transformation in vehicle consumption.

Indirect Impact on Overseas Buyers

For overseas buyers tracking the Chinese auto market, Beijing's quota policy changes carry reference value.

The increase in NEV quotas will directly boost overall NEV demand in China. Beijing's 2026 NEV passenger vehicle sales are projected to exceed 250,000 units, accounting for over 60% of the city's total new vehicle sales. This massive domestic market provides stable cash flow for NEV makers, supporting their increased investment in overseas exports.

Buyers tracking Chinese market dynamics through platforms like EX1000.COM will find that the scale of Chinese brands' domestic sales and the speed of their technology iteration are the fundamental drivers of their export product competitiveness. The NEV consumption dividend released by Beijing's policy will ultimately translate into better quality and more cost-effective model choices available to overseas buyers.

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