2021 will be a year of vigor for the new energy automobile industry, and the industry will gradually move towards a dual-driven development track of “policy + market”.
The Politburo meeting of the CPC Central Committee held on July 30 called for tapping the potential of the domestic market and supporting the accelerated development of new energy vehicles.
An automobile industry expert told a reporter from China Business News that in recent years, the country has been encouraging the development of new energy vehicles, but this time, although there are only 11 words to support the accelerated development of new energy vehicles, the focus of the policy signals is to “accelerate the development of new energy vehicles”. “superior.
According to data released by the China Association of Automobile Manufacturers, in June this year, the production and sales of new energy vehicles across the country reached 248,000 and 256,000 respectively, an increase of 135% and 139% year-on-year respectively, continuing to set the historical record of the month; from January to June, the new energy The production and sales of automobiles were 1.215 million and 1.206 million, respectively, a year-on-year increase of 200%.
The “New Energy Vehicle Blue Book: China’s New Energy Vehicle Industry Development Report (2021)” recently released by China Automotive Technology Research Center and others predicts that during the “14th Five-Year Plan” period, my country’s automobile industry will usher in a period of strategic opportunities and the popularization of new energy vehicles Will accelerate, and intelligent technology will bring about changes in the entire automotive industry chain and even market terminal services, laying a solid foundation for China’s automotive industry in the next five years or even 2035. The production and sales volume of China’s auto market will also grow steadily. By 2025, sales are expected to reach a record high of 30 million vehicles.
At the press conference, An Tiecheng, Chairman and General Manager of China Automotive Technology Research Center Co., Ltd., stated that “2021 will be a year of vigor for the new energy automobile industry” and the industry is gradually moving towards a dual-driven development track of “policy + market” .
An Tiecheng described the development prospects of new energy vehicles this year with “market performance will ride the wind and waves, and the scale of production and sales will reach a new high”. He said that with the continued improvement of the economic environment, the further enrichment of new energy vehicle products, the implementation of policies such as new energy vehicles going to the countryside and electrification of public areas, as well as the continuous effect of subsidies and purchase tax exemption policies. , The production and sales scale of new energy vehicles is expected to reach a new high.
With the implementation of policies such as new energy vehicles going to the countryside and electrification of public areas, 2021 will be a year of vigor for the new energy vehicle industry.Photography/Zhang Ke
According to a reporter from China Business News, from a policy perspective, favorable policies regarding new energy vehicles have been issued frequently since 2020, and the industrial development environment has been further improved. In the face of the sudden new crown pneumonia epidemic, the central and local governments have intensively introduced a number of policies and measures to escort the development of the industry. At the macro level, the “Smart Car Innovation Development Strategy” and the “New Energy Automobile Industry Development Plan (2021-2035)” were successively released to clarify the industry development direction and strengthen the confidence in the industry’s development; in terms of stabilizing supply, clarify the point ratio requirements for 2021-2023 , Stabilize the market supply in the next three years; in terms of promoting consumption, continue to make efforts to extend the subsidy and vehicle purchase tax exemption period, promote new energy vehicles to the countryside and electrify the public sector, and tap consumption potential.
“During the ’14th Five-Year Plan’ period, the rapid development of China’s new energy vehicles is beyond doubt.” An Qingheng, director of the China Automotive Industry Advisory Committee, also said that there are always controversies in the industry regarding the development of new energy vehicles, including technical routes and development speeds. , Policy support, the progress of the withdrawal of fuel vehicles, etc. Now there is no much debate about whether the development of electric vehicles is right, and concerns about its safety and driving range have also alleviated, and the perception of new forces in car-making has also undergone great changes.
According to Chen Huai, a professor at the Department of Economics of Urban and Rural Construction of the University of Chinese Academy of Social Sciences, in the past two or three years, new brands and new enterprises of new energy vehicles have emerged one after another. The reputation of some brands has even surpassed many traditional domestic and foreign companies, such as Weilai Automobile and Xiaopeng Automobile. At the same time, other industry capital has also switched to investing in new energy vehicles, such as Evergrande Group and Baoneng Group.
Chen Huai said that in the domestic and foreign capital markets, the stock prices of listed new energy vehicle companies have continued to rise, and their performance is comparable to that of Internet companies. The development of automobiles should attach great importance to these new phenomena and new trends in the capital market, and strive to achieve linkage development with the capital market.”
According to the above report, in recent years, with the standardization, modularization, platformization, and generalization of new energy vehicles and electronic and electrical systems, the structure of the entire vehicle has been greatly simplified, and the threshold for new entrants to build vehicles has been significantly lowered. New energy vehicles are transforming from pure transportation to mobile smart terminals, energy storage units and digital spaces. In the future, automobiles are not only energy consumables, but also important carriers for the storage and consumption of renewable energy.
“The situation of China’s auto industry is better than ever, and it is also very good compared with other countries.” Dong Yang, vice chairman of the China Electric Vehicles Association of 100, also said that in ten years or more, China’s auto industry will be among the world‘s The forest of advanced automobiles may reach the leading level in some aspects.
my country’s charging and swapping infrastructure industry is still in the preliminary stage of development and still cannot fully meet the development needs of the new energy automobile industry.Photography/Zhang Ke
However, industry experts also said that from the perspective of the industrial chain, my country’s automotive chip development is not balanced. In terms of chip design, Huawei HiSilicon, Horizon, Black Sesame and other design companies have achieved mass product installation, and low-end chip design has been completed. It is basically synchronized with the world, but there is a large gap between high-end chip design and foreign advanced level, especially the chip design tool (EDA) market has been monopolized by foreign countries for a long time.
“In the chip design link, some products of my country’s low-end and middle-end chips have basically achieved independent control, but some high-end chips still have a big gap with foreign countries.” said Xia Xianzhao, a senior engineer at the Automotive Engineering Research Institute of China Automotive Technology Research Center.
In terms of charging and swapping infrastructure, Xia Xianzhao believes that my country’s charging and swapping infrastructure industry is still in the preliminary stage of development and cannot fully meet the development needs of the new energy automobile industry. Its development is still affected by unsound policies and insufficient support; actual construction is underway. There are many constraints; the level of interconnection and interoperability is still low, unable to adapt to the future intelligent and orderly charging system and other factors.
Xia Xianzhao suggested that at present, we should pay close attention to the “niu nose” of chip manufacturing and focus on supporting the localization of automotive chip manufacturing, such as adopting joint chip procurement, attracting foreign investment to build factories, and supporting independent transformation to quickly solve automotive chips. Supply issues.
An Tiecheng believes that the current development of the new energy automobile industry has moved from the initial stage with electrification as the core to the intermediate and high-level stage with intelligence as the core, and industrial competition is also focusing on the areas of intelligence, interconnection and digitalization. Therefore, in addition to the traditional “three powers”, the next generation of new energy vehicles equipped with related core technologies and products such as advanced electronic and electrical architecture, high computing power chips, and on-board operating systems will become a new high ground for industrial competition in the new stage.
A number of automotive industry experts told China Business News that in order to implement the national carbon peak and carbon neutral goals, an action plan for carbon peaking in the automotive industry should be studied as soon as possible to clarify the working ideas for the low-carbon development of the automotive industry and determine the carbon in the automotive industry. Dafeng’s key task is to establish a low-carbon standard management system for automobiles and construct a policy system to guide the low-carbon development of the industry.
.