Participants of the China Electric Vehicles Forum (2021) hotly discussed-
"market + policy" dual drive, how to "transform" new energy vehicles?
In 2020, my country's auto sales reached 25.31 million vehicles, a year-on-year decrease of 1.9%.
The sales of new energy vehicles reached 1.367 million units, an increase of 10.9% year-on-year.
From January 15th to 17th, the China Electric Vehicles Forum (2021) with the theme of "New Development Pattern and Auto Industry Reform" was held online.
At the high-level forum held on the afternoon of the 16th, Miao Wei, deputy director of the Economic Committee of the National Committee of the Chinese People's Political Consultative Conference, presented the above data and said that in 2020, my country's new energy vehicle production, sales, and holdings are expected to continue to be in the forefront of the world.
Cumulative production and sales of new energy vehicles exceed 5 million
Wan Gang, vice chairman of the National Committee of the Chinese People's Political Consultative Conference and chairman of the China Association for Science and Technology, pointed out in his speech that new energy vehicles started from a major national new energy vehicle project at the beginning of this century. From 2001 to 2020, it has indeed traveled an extraordinary journey.
Today, my country’s cumulative production and sales of new energy vehicles have exceeded 5 million, which has exceeded the task.
The "task" that Wan Gang said is a clear goal in the "Energy-saving and New Energy Automobile Industry Development Plan (2012-2020)": By 2020, the cumulative production and sales of pure electric vehicles and plug-in hybrid vehicles will exceed 5 million .
"From the perspective of my country's development trend, we believe that new energy vehicles have entered a new stage of innovation driven by both the market and policies." Wan Gang said that from a market perspective, my country's new energy vehicles have gone very well from January to September 2020. The V-shaped growth of China is closely related to the new policy introduced by the State Council. After June, a continuous upward growth trend has formed.
On the other hand, the attention of the capital market has led to rapid growth in the output value of new energy automobile companies, and has also promoted cross-industry investment in other fields.
From the perspective of policy drivers, the fiscal subsidy tax policy has been implemented.
From the perspective of the application environment, the construction of facilitation infrastructure is accelerating.
As of December 2020, my country has accumulated 63,600 charging stations, 555 replacement stations, 807,000 public charging piles, and 874,000 private charging piles.
Wang Chuanfu, chairman of BYD Co., Ltd., believes that the direction of electrification of automobiles is very clear.
Beginning in the second half of 2020, the industry has returned to the fast track of growth, and the penetration rate has rapidly increased from 5% to 9% in December.
The industry has shifted from the “single-wheel drive” that relied on policies in the early days to the “two-wheel drive” of “policy + market”. The acceptance of electric vehicles by private users continues to increase, and the market driving force continues to increase.
"Entering a new stage, new energy vehicle products and services, as well as corporate strategic planning, team building, etc., will receive dual attention from the capital market and the commodity market." Wan Gang reminded that companies should move forward more cautiously and grasp development trends , To strengthen innovation capabilities, improve product quality, and scientifically predict demand to innovate market management models, especially to avoid the risk of market fluctuations.
How to make better efforts to reduce carbon emissions in the automotive industry
It is worth noting that the carbon dioxide emissions are striving to reach the peak before 2030 and strive to achieve carbon neutrality by 2060. This is China's solemn commitment to the international community as a responsible major country.
"Accelerating the development of new energy vehicles is an important measure to reduce carbon emissions in the automotive industry. We must adhere to the direction of electrification." Lin Nianxiu, deputy director of the National Development and Reform Commission, said that the automotive industry must accelerate the promotion of electrification, intelligence, branding, and internationalization. We will actively develop new energy vehicle products with a combination of charging and replacing batteries, flexible battery configuration, and a long and short driving range. We will strive to enhance the alternative advantages of new energy vehicles to traditional fuel vehicles and continue to expand market share.
“How to optimize the industrial layout and how to better maintain the smooth flow of the supply chain has become a key question that the entire industry must answer.” Xiao Yaqing, Minister of Industry and Information Technology, said bluntly, this is also whether my country's new energy automobile industry can reach a new level in the next 15 years. The key is.
Xiao Yaqing revealed that the Ministry of Industry and Information Technology will accelerate the high-quality development of the new energy automobile industry, lead the global automotive industry's electrification process with strong technology, industry and facilities, and focus on five aspects.
The first is to implement a strong chain and replenish the chain, formulate an action plan, work from both sides of the supply and demand, through the three links of technology research, platform support, and demonstration applications to comprehensively enhance the competitiveness of the industry chain; second, accelerate core technology research and focus on reducing costs , Improve safety and full-climate application, give full play to the role of innovation centers in manufacturing industries such as power batteries and intelligent networked vehicles, support technological breakthroughs, and accelerate research and development and industrial applications such as automotive chips and operating systems; third, increase promotion and application efforts , Promote the improvement of the level of electric vehicles in the public sector, and launch a new round of new energy vehicles to the countryside; fourth, optimize the industrial development environment, and study and formulate a technical roadmap for the implementation of the automotive industry based on the goals of carbon peak and carbon neutrality; It is to deepen high-level open cooperation.
"my country's new energy vehicle industry is continuously developing and growing, and intelligent connected vehicles are in the early stage of commercialization with rapid technological evolution and accelerated industrialization." Miao Wei revealed that in 2020, my country's L2 level intelligent networked passenger car market The penetration rate reached 15%, which is a very gratifying result.
Looking at the world, models equipped with L2-level autonomous driving functions have begun to be widely used in commercial applications, and some car companies are also accelerating the promotion of testing and verification of L3 and above in specific scenarios and the launch of mass-produced vehicles.
"The importance of intelligent connected cars has become more prominent and has become a strategic direction for industrial development in the new stage." In Miao Wei's view, we must pay particular attention to the three major challenges of chips, operating systems and security.
For example, while focusing on information and communication equipment and mobile phone chips, we should also pay attention to automotive chips, and we must take overall considerations into the deployment.
At the same time, it is imperative to create an autonomous, controllable, open source and open automotive operating system.
(Science and Technology Daily, Beijing, January 17th)