Resilience and bright spots The auto market is recovering (new economic orientation, expanding domestic demand and promoting consumption)

　　More than a hundred automatic guided vehicles shuttled back and forth, and nearly 400 fully automatic welding robots waved their "arms"... Entering the Hefei Changan Automobile Smart Factory, a enthusiastic production atmosphere was blown into the sky.

"Since August, the factory has added more than 1,700 jobs, with 3 shifts of non-stop production," said Huang Lejin, general manager of the factory. In November, Changan Automobile sold nearly 114,000 passenger vehicles under its own brand, a year-on-year increase of 36.4%.

　　The continued hot sales of Changan Automobile is just a microcosm of the robust recovery of the auto market.

In November, the production and sales of new cars were 2.847 million and 2.77 million, respectively, up 9.6% and 12.6% year-on-year, representing an increase for eight consecutive months.

Sales have achieved double-digit growth for 7 consecutive months.

Stable industry

Resilience is better than expected at the beginning of the year and better than the global level in the same period

　　"This year's auto market has been ups and downs." Ye Shengji, deputy secretary general of the China Association of Automobile Manufacturers, said that in February, the industry had predicted that the annual decline in auto production and sales might exceed 25%. In fact, the cumulative production and sales from January to November were 22.372 million vehicles. And 22.47 million vehicles, a year-on-year decrease of 3% and 2.9%, and the decline was about 14 percentage points lower than the first half of the year.

　　Fu Bingfeng, executive vice president and secretary-general of the China Association of Automobile Manufacturers, said that in 2020, car sales are expected to exceed 25 million, and the year-on-year decline narrowed to less than 2%, much better than expected at the beginning of the year.

This fully reflects the strong resilience of my country's auto industry and the strong resilience of my country's economy.

"A series of powerful measures to promote the resumption of work, production, and market resumption have effectively hedged the impact of the epidemic." Fu Bingfeng said that this year, the Chinese auto market has become one of the few bright spots in the global auto market, and its annual sales account for the world's total auto sales. Increase to 33%.

　　According to statistics, from January to October this year, the cumulative sales of major global automotive markets such as the United States, Japan, and Spain decreased by 17.3%, 14.7%, and 37.0% year-on-year, while the cumulative sales of Chinese cars fell only 4.7% during the same period.

At the same time, major auto groups have performed well in the Chinese market, and their share of global sales has increased.

According to the prediction of the China Association of Automobile Manufacturers, the auto market will show a slow growth next year and will remain stable in the next five years. The production and sales of vehicles are expected to reach 30 million in 2025.

Promote consumption

Market demand is effectively released, and monthly sales of new energy vehicles refresh

　　"The official price is 35,800 yuan, and there will be an additional 3,000 yuan local subsidy during the car going to the countryside. You can also enjoy free parking in state-owned parking lots and unlimited roads. It is very cost-effective." In early December, he lived in Tongchuan District, Kunming, Yunnan. Qi Yunwu of Qiga Village in Duzhen bought a new car at the Kunming Station of New Energy Vehicles to the Countryside.

　　Shen Yunxiao, deputy general manager of SAIC-GM-Wuling, said that during the new energy vehicle going to the countryside organized this year, the cumulative sales of Wuling's new energy products have exceeded 100,000.

According to statistics, since many departments launched the new energy vehicle going to the countryside, 61 models of 24 auto companies have actively participated, driving the sales of nearly 200,000 new energy vehicles.

　　The sales volume of new energy vehicles in November was 200,000 units, an increase of 104.9% year-on-year, which was the fifth time this year to set the historical record of the month; the cumulative sales volume from January to November was 1.109 million units, an increase of 3.9% year-on-year, which was the first time from negative to positive.

　　At the same time, the market structure of new energy vehicles has also undergone major changes.

"The proportion of private consumption of new energy vehicles in my country has risen to 70%." Ma Chunsheng, deputy director of the Automobile Development Division of the Equipment First Division of the Ministry of Industry and Information Technology, said that the transformation of new energy vehicles from policy-driven to market-driven has achieved remarkable results.

　　The sales data of new energy vehicles is just one of the highlights of the auto market this year.

Fu Bingfeng introduced that the national and local governments have proactively promulgated a series of policies to promote automobile consumption, including increasing the quota for passenger cars, subsidies for car trade-in, etc., coupled with the various forms of promotion activities successively launched by various regions, which have better released the car. Market demand has actively promoted the recovery of the passenger car market, with sales of 20 million vehicles expected throughout the year.

　　Driven by investment in infrastructure construction and the demand for obsolete vehicles, commercial vehicles have continued to grow strongly.

Statistics show that in November this year, my country's commercial vehicle production and sales were 518,000 and 472,000, an increase of 20.3% and 18% year-on-year. The sales volume set a new record for the month for the eighth time. Among them, the sales volume of heavy and light trucks also reached a record high in the month.

"It is expected that the annual sales of commercial vehicles are expected to exceed the 5 million mark, and it will continue to maintain a good growth trend in the first quarter of next year." said Wang Fan, business director of the Strategic Development Research Center of the Strategic Planning Department of Dongfeng Motor Group Co., Ltd.

Make up for shortcomings

The supply side and the demand side jointly drive the steady growth of the auto market

　　In 2020, the proportion of newly launched models equipped with conditional autonomous driving functions has reached 15%.

Seizing the opportunities of electrification, connectivity, and intelligence, and continuing to innovate in technology, quality, and user operations, a group of Chinese brand car companies such as Geely, Changan, SAIC, and Great Wall have not only reaped sales growth, but also achieved high-end brand and international Progress has also been made in the field of chemistry.

"As new energy vehicles become the main direction for the transformation and upgrading of the global automotive industry and consumption, intelligence is taking over and becoming the main driving force for automotive transformation and growth." Said Hao Hong, Director of Market and Brand Management of the Quality and Economic Operation Department of SAIC Motor.

　　Ma Chunsheng introduced that the "New Energy Automobile Industry Development Plan (2021-2035)" issued by the General Office of the State Council proposes that after 15 years of continuous efforts, the core technology of my country's new energy vehicles will reach the international advanced level, and the quality brand will have strong international standards. Competitiveness.

The next step will be to make up for shortcomings, strengthen innovation drive, accelerate the research and development of key technologies such as perception, control, and operating systems, and improve the supply of products from the supply side.

The first is to focus on standards leadership, make advanced deployments in new battery systems, new materials, new processes, and new structures, and build a technical system architecture based on vehicle-road collaboration.

The second is to accelerate the deployment of a new generation of information technology around intelligence and networking, and focus on promoting the development of automatic driving technologies and equipment such as vehicle control operating systems and computing platforms, and vehicle-level chips.

The third is to revise and improve the management specifications for road testing and demonstration applications of intelligent networked vehicles, further liberalize the scope of road testing, and promote testing and large-scale application demonstrations.

　　"From the demand side, the rigid demand for automobiles in Tier 1, 2, 3 cities is still very large, while the consumption potential of Tier 4, 5, and 6 cities and rural areas has not been fully released. The general trend of the steady growth of China's automobile market has not changed." Development Research Center of the State Council Wang Qing, deputy director of the Institute of Market Economy, believes.

　　Drawing: Zhang Fangman

　　Our reporter Wang Zheng