Local two sessions hotly discuss the key points of high-quality development of the auto industry

  How to play new chess games in different places

  The year-end report card of the auto market every year confirms the resilience and vitality of China's economy, and in the keywords mentioned at the local two sessions at the beginning of each year, people can always find more "stable" foundations and "stability" of China's auto industry and even China's economy. "Progress" factors, while imagining the high-quality development pattern in 2022.

  As the Two Sessions of many domestic provinces (autonomous regions and municipalities) have come to an end, the promotion of new energy vehicle consumption, the improvement of infrastructure such as charging piles, the strengthening of the innovation and development of intelligent networked vehicles, and the strengthening of automotive chip traction projects have been put on the agenda.

The reporter combed through the 2022 "Government Work Report" in many places and found that automobile-related topics are still the focus of high "appearance rate".

  Strive to be the "locomotive" of the new energy vehicle market

  In 2021, new energy vehicles will become a bright color in the Chinese auto market that cannot be ignored.

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%.

  Although the subsidy standard for new energy vehicles will further decline in 2022, the promotion of new energy vehicle consumption and the expansion and strengthening of the new energy vehicle industry are still the focus of many local government work reports.

  Shanghai's 2022 "Government Work Report" pointed out that in 2021, Shanghai will promote and apply 254,000 new energy vehicles, accounting for 43% of the city's new car sales, accumulatively reaching 677,000, adding 20,000 electric vehicle public charging piles, 16 A shared charging pile demonstration community.

  "At present, automobiles are transforming from pure means of transportation to mobile smart terminal energy storage units and digital spaces, and new energy vehicles are an important direction for the development of the automobile industry." Shanghai Mayor Gong Zheng said that Shanghai attaches great importance to this and is speeding up Create a new energy vehicle development highland with global influence.

  It is understood that, as the city with the largest number of new energy vehicles in the country, Shanghai has launched a number of new energy vehicle support measures from both supply and demand, including the 2021-2025 plan for new energy vehicles and the development of fuel cell vehicles. Policies, methods of encouraging purchase and use, etc., and implementation opinions will be issued in the near future to promote the construction of charging and replacing infrastructure.

  According to the plan, by the end of the "14th Five-Year Plan", the annual output of new energy vehicles in Shanghai will exceed 1.2 million, and the output value will exceed 350 billion yuan, and a charging network that can meet the charging needs of more than 1.25 million electric vehicles will be built.

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

It is understood 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, and promote the construction of a national-level new energy vehicle inspection and testing center to drive new energy vehicles. The large-scale development of energy vehicles and the market-oriented application of intelligent networked vehicles will help build a trillion-level Changchun International Automobile City.

  Guangdong Province 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 swap stations.

  In addition to clarifying the development goals of new energy vehicles, representatives and committee members from many parts of the country also made suggestions for the construction of infrastructure closely related to new energy vehicles.

  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.

  In the list of key tasks in the Beijing Municipal Government Work Report in 2022, it will promote the construction of the Xiaomi automobile manufacturing plant, support Beijing Benz to launch new energy products, complete the reconstruction and expansion of the ideal automobile manufacturing base, and support the transformation and upgrading of traditional automobile companies such as BAIC Group, etc. All projects are listed.

  The previously released "China (Beijing) Pilot Free Trade Zone High-end Industry Zone Yizhuang Group's First Batch of Industrial Policies" proposed that, in order to achieve the goal of "building a core carrier for the development of new energy and high-end automobile industries", Yizhuang encouraged domestic and foreign new energy smart vehicles OEMs have settled in the development zone and set up real money support policies for different conditions.

  Aiming at the second half of automotive intelligence

  In the 2022 "Government Work Report" released by various provinces (autonomous regions and municipalities), intelligent networked vehicles are also a "keyword" that appears frequently.

  Following the official opening of the first commercial pilot of autonomous driving travel services in China in November 2021, Beijing has accelerated 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 has achieved iterative upgrades.

Beijing proposes to carry out the construction of high-level autonomous driving demonstration zone 3.0 in 2022.

  "Electrification is the first half of the transformation of the automobile industry, and intelligent networked vehicles is the second half of the industrial transformation." An industry insider told reporters that as the proportion of private consumption in China's new energy vehicle market has risen, the intelligent networked automobile industry will continue to grow. The development prospect is worth looking forward to.

  The Guangdong Provincial Committee of the Democratic National Construction Association proposed in the "Proposal on Strengthening the Cultivation of New Energy Intelligent Connected Vehicle Industry Clusters in the Guangdong-Hong Kong-Macao Greater Bay Area" submitted to the Fifth Session of the 12th Provincial Political Consultative Conference, the Guangdong-Hong Kong-Macao Greater Bay Area "Intelligent Connected Vehicle" industry The development has initially formed a good development momentum with Guangzhou and Shenzhen as the main development leaders, and other cities follow the layout. However, the planning and construction of intelligent facilities is slow, and the cooperation and cooperation of various cities are insufficient. Intelligent transportation construction and infrastructure construction Insufficient integration with the development of smart cars.

  The proposal pointed out that it is necessary to promote the upgrading and expansion of the two independent "Intelligent Connected Vehicle" demonstration areas in Guangzhou and Shenzhen with greater determination to become an integrated "interconnected Guangdong-Hong Kong-Macao Greater Bay Area 9+2 comprehensive application demonstration of autonomous driving intelligent networked vehicles" Expand the scope of autonomous driving test areas, strengthen cooperation and mutual recognition of autonomous driving demonstrations, and increase the overall planning and construction of autonomous driving roads.

  "Adhering to the thinking of 'the development of the strategic pillar industry of automobiles in the Greater Bay Area', we will take the initiative to carry out comprehensive cooperation with Hong Kong and Macao in new energy intelligent connected vehicles." Representatives of state-owned enterprises, private enterprises and new car manufacturers have outstanding sales performance and a steady upward trend. The cultivation and development of new energy vehicles and the emerging industrial chain of intelligent network connection in Guangdong Province are at the forefront, but the potential has not been fully released.

  In order to better develop the automobile industry, especially the new energy and intelligent networked automobile industry, Anhui Province has previously issued the "Anhui Province New Energy Automobile Industry Development Action Plan (2021-2023)" and "New Energy Vehicles and Intelligent Connected Vehicles" The Implementation Plan for “Double Recruitment and Double Induction” in the Automotive Industry” clearly proposes to “build a world-class industrial cluster of new energy vehicles and intelligent networked vehicles”, focusing on “cultivating 3-5 new energy vehicle companies with important influence”, "By 2023, the province's new energy vehicle production will account for more than 10% of the national proportion" and other development goals.

  Anhui Province's 2022 "Government Work Report" proposes to promote the next-generation information technology, automobile and parts advantageous industries to the trillion level this year.

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

He said that Anhui enterprises, universities, and scientific research institutes should be encouraged and supported to gather innovation 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, enhance independent innovation and collaborative innovation capabilities, and establish The Anhui Intelligent Connected Vehicle Industry Organization builds an integrated government-industry-university-research integrated intelligent connected vehicle development industry system, promotes cooperative development between key enterprises and universities, attracts and retains talents.

  "With the rise of new car-making forces, Anhui Province's new energy and intelligent networked vehicles still have a lot of room for improvement in terms of industrial scale and product sales, and the industrial competitiveness needs to be strengthened." In his view, chips are both intelligent networked vehicles. The core components of each key node in the automotive hardware architecture also undertake the key task of connecting software and hardware, and are the key support for the upgrade of intelligent networked vehicles.

However, at present, automotive chips rely on foreign suppliers, which has become a "stuck neck" technical difficulty in the automotive industry. Therefore, we must seize the opportunity to divide labor and cooperate with Wuhu, vigorously introduce the chip industry chain and production technology, and realize the localization of chips as soon as possible.

  "Strong core supplement chain" shows its magic power

  Perhaps it is because of the lingering fear of the "automotive chip shortage" that will sweep the world in 2021. At the beginning of 2022, from vehicle companies to supply chain companies, from government authorities to industry associations, they have devoted a lot of effort to "strengthening the core chain", trying to Try not to get bogged down by a car chip shortage again in the new year.

  The reporter learned that in the 2022 "Government Work Report" of Jilin Province, Guangdong Province, Shanghai and other major automobile manufacturing provinces, all of them emphasized the determination to "strengthen the core and supplement the chain".

  In 2022, Jilin Province's "Government Work Report" proposes to make every effort to fight the "chip battle", to support FAW in solving the problem of "lack of cores", to do everything possible to expand the channels for chip procurement and supply, and to strive to achieve sales of 4.1 million vehicles and operating income of 770 billion in 2022. Yuan.

  In 2021, Guangdong Province will make solving the shortage of chips in automobiles, mobile phones, home appliances and other fields a priority of the government, and is committed to promoting the localized production of core components and ensuring the security of the industrial chain and supply chain.

  Wu Hong, a member of the party group and deputy director of the Guangdong Provincial Department of Industry and Information Technology, said that the chip is the weakest and most likely to be "stuck" link in Guangdong's industry. One of the industrial clusters.

  It is understood that at present, Guangdong has successfully introduced a number of major projects such as the first automobile-grade silicon carbide chip manufacturing line in Guangdong Province, two 12-inch characteristic process chip production lines, Guangdong Shaohua, Dongguan Anshi Semiconductor, Heyuan Zhongtuo Optoelectronics, etc. A batch of projects started, and the second phase of Guangzhou Yuexin Project was successfully started and put into production.

At the same time, Guangdong Province has also stepped up efforts to coordinate and guarantee the supply of chips for key enterprises such as GAC Group and Dongfeng Nissan, effectively alleviating the "chip shortage".

  Fu Bingfeng, executive vice president and secretary general of the China Association of Automobile Manufacturers, predicted that my country's total auto sales in 2022 are expected to reach 27.5 million units, an increase of about 5% year-on-year, and continue to grow.

Among them, the number of passenger vehicles is 23 million, a year-on-year increase of 7%; the number of commercial vehicles is 4.5 million, a year-on-year decrease of 6%; the number of new energy vehicles will reach 5 million, a year-on-year increase of 42%, and the market share is expected to exceed 18%.

  "The fundamentals of my country's long-term macro economy will not change. At the same time, the huge potential of the automobile market, the normalization of epidemic prevention and control measures, and the strong demand for new energy vehicles will further promote the steady growth of automobile sales. In 2025, my country's new energy vehicles The planned target of 20% of the car share is likely to be achieved ahead of schedule.” As Fu Bingfeng analyzed, as the chip shortage gradually eases, the car supply capacity will be further released.

  Taking into account the length of the automobile industry chain, the high degree of upstream and downstream linkages, and the great driving effect on employment and consumption, how localities can identify the strengths and optimize the business environment according to local conditions will not only determine the prospects of the automobile industry, but also A new chess game that will affect the high-quality development of China's economy in 2022.

  China Youth Daily, China Youth Daily reporter Xu Yajie Source: China Youth Daily