A few days ago, the "two sessions" in many provinces across the country have come to an end one after another.

So far, the local "economic report card" in 2021 and the work deployment in 2022 have basically been released.

  Securities Times reporters sorted out the 2022 "Government Work Reports" of several provinces, and actively promoting the consumption of new energy vehicles and continuing to improve infrastructure such as charging piles have become topics with a high "appearance rate".

At the same time, strengthening the innovative development of intelligent networked vehicles and strengthening the automotive chip traction project to achieve "strengthening the chain and complementing the chain" are also the focus of many provinces in 2022.

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New energy vehicle industry

  In 2021, under the influence of multiple factors such as the epidemic, chip shortages, and rising raw materials, the Chinese auto market will develop amid crises and challenges, and the market will generally perform better than expected, especially the new energy vehicle market, which cannot be ignored. Bright colors.

  Statistics from the China Association of Automobile Manufacturers show that domestic sales of new energy vehicles will reach 3.521 million in 2021, a year-on-year increase of 157.5%.

The popularity of the new energy vehicle market is inseparable from the help of all parts of the country.

  Shanghai's 2022 "Government Work Report" pointed out that in 2021, Shanghai will promote and apply 254,000 new energy vehicles, reaching a total of 677,000 vehicles, adding 20,000 electric vehicle public charging piles and 16 shared charging pile demonstration communities.

  Shanghai Mayor Gong Zheng said that at present, automobiles are transforming from pure means of transportation to mobile intelligent terminal energy storage units and digital spaces, and new energy vehicles are an important direction for the development of the automobile industry.

Shanghai attaches great importance to this and is accelerating the development of a new energy vehicle development highland with global influence.

  It is understood that the continuous development of the new energy vehicle industry is the main task of Shanghai in 2022.

In 2022, Shanghai will continue to promote the innovation and development of smart vehicles and the demonstration application of fuel cell vehicles, continue to build Jiading International Automobile Smart City, and will continue to expand the construction of electric vehicle charging and swapping facilities, adding 10,000 public charging piles.

  Guangdong Province also emphasized in the government work report that it will continue to expand automobile consumption and increase supporting facilities such as parking lots, charging piles, and swapping stations.

  Feng Xingya, deputy to the Guangzhou Municipal People's Congress and general manager of GAC Group, suggested that in response to market and consumer needs, it is recommended to continue the local comprehensive subsidy policy for new energy vehicles, and set subsidy standards precisely for eligible models.

At the same time, it can refer to the practice of issuing subsidy policies at the national level for many years, and extend the subsidy policy to 2025, enhance the predictability of consumers and car companies, and maintain the stability and sustainable development of the auto consumption market.

  At the same time, Feng Xingya suggested to increase the indicators of energy-saving vehicles in Guangzhou based on the actual market demand, so as to meet the objective needs of market development, release policy guidance signals, and encourage consumers to choose energy-saving and emission-reducing products.

  Jilin Province's 2022 "Government Work Report" also released a signal to vigorously develop new energy vehicles.

It is reported that in 2022, Jilin Province will vigorously develop the new energy vehicle industry, fully start the construction of the FAW Audi new energy vehicle project, support the R&D and production of core components such as new energy batteries, drive the large-scale development of new energy vehicles, and promote national-level new energy Construction of automobile inspection and testing center.

  In addition to clarifying the development goals of new energy vehicles, representatives of many provinces across the country also made suggestions for infrastructure construction closely related to new energy vehicles.

  Zeng Xiaoming, a member of the Foshan CPPCC and director of the Institute of Transportation Planning and Design of the Foshan Academy of Sciences, suggested that in view of the current problems in the field of charging stations, unified planning, unified construction and unified operation of charging piles for residential residents can be implemented.

Relevant departments can conduct bidding according to the procedures and standards, and select some operating companies with good technology and strong strength to be responsible for the operation of charging piles in residential areas, so as to reduce the operating costs of charging piles.

  At the same time, Zeng Xiaoming also suggested that the government can implement a compulsory insurance system for the charging piles of new energy vehicles in the community in the same way as requiring the purchase of "compulsory insurance" for automobiles.

Once an accident occurs, the loss of the owner and the community can be reduced to a certain extent.

  In order to further solve the energy supplement anxiety of new energy vehicle consumers, some representatives also expressed their hope to speed up the promotion of the battery replacement mode.

Feng Xingya told the Securities Times reporter that for car companies, the overall threshold for research and development of battery swapping technology is relatively high, the unified battery standard was introduced late, and the construction of battery swapping infrastructure was lagging behind, which led to difficulties in cooperation between companies and restricted the promotion of the battery swapping model.

  In this regard, Feng Xingya suggested that the government should take the lead in organizing local enterprises and industry associations to formulate local standards for battery replacement safety and battery replacement interfaces, support the standardization of battery replacement modes, reduce the doubts of car companies, and sweep the standardization and generalization of power batteries. Clear obstacles.

At the same time, it is also possible to accelerate the construction of power exchange models and power exchange stations, provide policy planning support, and improve policy planning rules.

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The development of intelligent networked automobile industry

  "Electrification is the first half of the transformation of the automotive industry, while intelligent networked vehicles are the second half of the industrial transformation."

In the past year, a number of industry insiders have publicly expressed the above judgments and are optimistic about the development prospects of intelligent network connection.

  In the 2022 "Government Work Report" published in many places across the country, intelligent networked vehicles are also "keywords" that appear frequently.

For example, in Beijing's 2022 "Government Work Report", it is clearly mentioned that in 2021, Beijing will accelerate the construction of a software and hardware system with deep integration of vehicle, road, cloud, and network maps, and the high-level autonomous driving demonstration area will achieve iterative upgrades.

In 2022, Beijing will carry out the construction of high-level autonomous driving demonstration zone 3.0, and focus on promoting the start and construction of two smart electric vehicle projects, Xiaomi Auto and Li Auto.

  Anhui Province's 2022 "Government Work Report" also proposed that it will promote the next-generation information technology, automobile and parts industries to advance to the trillion level this year.

  Lu Lixin, member of the Anhui Provincial Committee of the Chinese People's Political Consultative Conference and vice president of the Anhui General Chamber of Commerce, specially submitted a proposal on "Building a World-Class New Energy and Intelligent Connected Vehicle Industry Cluster".

In his view, with the support of Hefei and Wuhu new energy and intelligent networked vehicle industry bases, although Anhui Province's new energy and intelligent networked vehicle industry clusters have taken a place in the country, there are still problems in the scale of production and sales that still need to be improved, and the industrial chain There are obvious weak links, infrastructure construction needs to be improved, and the progress of testing and demonstration applications of intelligent networked vehicles is slow.

  Therefore, Lu Lixin suggested that enterprises, universities and research institutes in Anhui Province should be encouraged and supported to gather innovative resources, strengthen international cooperation in the field of new energy and intelligent connected vehicles, accelerate the construction of innovation platforms and new R&D institutions, and enhance independent innovation and collaborative innovation. capacity, establish an intelligent networked vehicle industry organization in Anhui Province, build an integrated government-industry-university-research integrated intelligent networked vehicle development industry system, promote the cooperative development of key enterprises and universities, attract and retain talents.

Strong core supplement chain

Overcome the stuck neck problem

  In 2021, due to the shortage of automotive chips, the car sales and production of many car companies will be hit.

According to data released by the China Association of Automobile Manufacturers, in the second quarter of 2021, the growth rate of the domestic auto market has declined.

  The problem of chip shortage also involves the stability and security of the automotive product supply chain. Therefore, since last year, from the enterprise to the industry to the government level, all efforts have been made to overcome the shortage of automotive chips.

  In the 2022 "Government Work Report" of many provinces across the country, it also revealed the determination of local governments to strengthen and supplement the chain.

Among them, Guangdong Province will make solving the problem of chip shortages in automobiles, mobile phones, home appliances and other fields as the government's priority in 2021, and is committed to promoting the localized production of core components and ensuring the security of the industrial chain and supply chain.

  It is reported that in 2022, Guangdong Province will focus on launching the "Guangdong Strong Core" project, speed up the construction of key projects such as Guangzhou Yuexin and Shenzhen SMIC's 12-inch line, actively introduce projects in the fields of manufacturing, packaging and testing, equipment, and materials, and implement automotive Chip application traction engineering.

  Jilin Province also made it clear in the 2022 "Government Work Report" that it will make every effort to fight the "chip battle".

According to the plan, in 2022, Jilin Province will make every effort to promote the smooth operation of the industrial economy. In particular, it will support FAW in its actual production scheduling plan, give full play to the role of a special class for "grabbing chips", and do everything possible to expand the channels for chip procurement and supply, and strive to achieve sales of 4.1 million throughout the year. vehicles and operating income of 770 billion yuan.

  Lu Lixin also said that at present, automotive chips still rely on foreign suppliers, which has become a technical difficulty in the "neck" of the automotive industry.

He suggested that the Provincial Development and Reform Commission should take the lead and cooperate with Hefei and Wuhu, and vigorously introduce chip industry chain enterprises and production technology to realize the localization of chips.

(Reporter Han Zhongnan)