Yangcheng Evening News reporter Pan Liang

  Recently, the Guangzhou Municipal People's Government issued a notice on "Several Measures of Guangzhou to Support the Automobile and Core Parts Industry to Stabilize the Chain and Strengthen the Chain" (hereinafter referred to as "Several Measures"). The "Several Measures" is divided into five chapters and a total of 20 articles of support The development of automobile-related industries covers supporting the construction of a safe and controllable industrial chain supply chain system, building a new pattern of "432" automobile industrial parks, enhancing the independent innovation and core competitiveness of the automobile industry chain, and accelerating the promotion and application of new energy vehicles. And strengthen the five aspects of supply guarantee of factor resources.

  It is worth mentioning that in the "Several Measures", the Guangzhou Municipal Government instructs all major departments to provide relevant enterprises with "real money" financial support and rewards.

Among them, the municipal science and technology department allocates no more than 500 million yuan in the departmental budget to support the automobile industry chain every year, and uses the 230 billion yuan credit line of Guangzhou "chain and gold cooperation" financial institutions to help enterprises reduce financing costs.

What impact will the "Several Measures" bring to the auto market?

How will the relevant departments respond next?

Yangcheng Evening News reporter interviewed relevant experts.

  Unleashing new dividends, the auto industry ushered in all-round development

  Since the end of May this year, from the whole country to the local government, from the government to the car companies, a number of favorable policies for car purchases have been introduced one after another, bringing tangible benefits to consumers, such as halving the purchase tax for new cars, new energy vehicles going to the countryside, and second-hand car purchases. The automobile industry is ushering in a wave of "concentrated outbreaks", such as the loosening of car bindings.

  The 20 "Several Measures" released by Guangzhou this time not only focus on the above-mentioned sectors, but also pay special attention to stabilizing, supplementing and strengthening the chain of the automobile and core parts industry, with unprecedented support.

  "The "Several Measures" are mainly aimed at ensuring the supply chain. Through the government's main efforts, the construction of various industrial chain blocks and the support of the main chain enterprises will form a nearby and diversified auto industry spare parts supply chain." Zhejiang University International Union Pan Helin, co-director and researcher of the Digital Economy and Financial Innovation Research Center of the Business School, said in an interview with a reporter from the Yangcheng Evening News that on the one hand, the "Several Measures" are to take precautions against the epidemic and prevent the supply chain from being blocked.

To ensure the operation of the automobile industry chain policy and maintain the stability of the supply chain through the nearest and diverse supply chain and industrial chain construction methods; , form a complete supply chain and build a city of automobiles.

  It is reported that the 20 articles of the "Several Measures" are valid until December 31, 2025, which means that Guangzhou will provide "real money" financial support and Rewards to help enhance the independent innovation and core competitiveness of Guangzhou's automobile industry chain.

  It is worth noting that in terms of enhancing the independent innovation and core competitiveness of the automobile industry chain, the Guangzhou Science and Technology Department allocates no more than 500 million yuan in the departmental budget every year, which is specially used to support upstream and downstream enterprises in the automobile industry chain and adapt to auto parts. The relevant enterprises of the company carry out joint research and development of core components and key technologies, and the financial support for a single project shall not exceed 100 million yuan.

It is understood that these R&D projects include the R&D of key technologies such as vehicle-level chip design, intelligent driving and "three power" core systems.

  In order to promote the remanufacturing of auto parts, Guangzhou City plans to build a green recycling auto parts remanufacturing industrial park in the Guangdong-Hong Kong-Macao Greater Bay Area, and carry out pilot projects for the management of the full life cycle of automobile use, and pilot demonstrations for the cascade utilization and recycling of waste power batteries.

Each pilot demonstration project will be rewarded no more than 30% of the project’s fixed asset investment, with a maximum of 100 million yuan for a single enterprise, and a 5-year loan discount subsidy for the pilot demonstration project, with a maximum of 10 million yuan per year for a single enterprise.

  In order to promote the reform of "software and hardware collaboratively define automobiles", Guangzhou City will reward models that meet the L3 autonomous driving level and above of the Ministry of Industry and Information Technology, and reward vehicle enterprises at 10 million yuan per model. 30 million yuan.

  In terms of attracting investment, Guangzhou will especially support the introduction of intelligent networked and new energy vehicle manufacturing projects with a new investment of more than 2 billion yuan, intelligent networked and new energy vehicle R&D projects with a new investment of more than 1 billion yuan, automotive and core components A national-level "specialized, special and new" enterprise project in the field of components.

  In addition, Guangzhou supports the establishment of the Guangzhou Intelligent Network and New Energy Vehicle Industry Development Fund with a total scale of 10 billion yuan, to attract social capital such as vehicle and upstream and downstream enterprises in the industry chain to participate.

Make full use of the 230 billion yuan credit line of the city's "Chain Gold Cooperation" financial institution to help enterprises reduce financing costs.

  Helping new development, new energy vehicles further break the situation

  The previously approved "Guangzhou City Work Plan for Accelerating the Promotion and Application of New Energy Vehicles in the Personal Field" proposes that from July 1 to December 31, 2022, individual consumers will purchase and use their own brand new energy vehicles (fuel-electric hybrid vehicles) in Guangzhou. A comprehensive subsidy will be given, with a maximum subsidy of 10,000 yuan.

  The 20 items of the "Several Measures" aim to further break the situation for the promotion of new energy vehicles.

  Lin Jiang, a professor at the Economics Department of Lingnan College of Sun Yat-sen University, said Guangzhou needs to pay more attention to the size of cars.

He analyzed that Guangzhou, as the national central city, the core city and the provincial capital of the Guangdong-Hong Kong-Macao Greater Bay Area, must not only play an exemplary role, but also stabilize economic growth.

Guangzhou's annual vehicle production of nearly 3 million vehicles accounts for more than 90% of the province and 11.3% of the country, ranking first in the country for three consecutive years. This part of the volume is the driving force for stabilizing the economy, so the transformation and upgrading of the automobile structure is particularly important. .

"In general, the "Several Measures" seamlessly integrate the development of traditional vehicles and new energy vehicles. It is necessary to stabilize growth and expand new ideas to make room for the future development of the automobile industry. This is the characteristic. "He says.

  To complete the conversion of old and new power, its power comes from new energy vehicles.

"Chapter 4 of the "Several Measures" separately explains accelerating the promotion and application of new energy vehicles, from which it can be seen that stabilizing and expanding the consumption of new energy vehicles is an effective way to ensure the smooth operation of the auto industry." Lin Jiang said.

  First of all, the "Several Measures" support the optimization of the traffic environment for new energy vehicles. Guangzhou City plans to charge new energy vehicles that enter the parking lot with government-guided prices and government pricing management, or enter the six central districts of the city managed by the municipal transportation administrative department. Those who charge in temporary berths on the road can enjoy free parking discounts according to relevant regulations.

  Secondly, Guangzhou provides comprehensive subsidies for the promotion and application of qualified new energy vehicles in the personal field in accordance with relevant regulations.

Support the development of after-markets such as auto finance, second-hand car trading, maintenance and beauty, and data value-added, accelerate the layout of after-sales markets such as "three electric" maintenance of new energy vehicles, explore the construction of auto museums and auto theme parks, and promote Guangzhou auto culture.

  Support the construction of Guangdong fuel cell vehicle demonstration city clusters, focus on key scenarios such as municipal administration, sanitation, logistics, etc., accelerate the demonstration operation of fuel cell heavy trucks, special vehicles, and buses, and focus on supporting technological innovation in the industrial chain of key components and improving industrialization capabilities, hydrogen supply, fuel cell vehicles and other fields.

  In addition, Guangzhou also supports breakthroughs in power battery technology.

Promote the gradual development of battery manufacturing to small, lightweight, diversified, long-term, and environmentally friendly.

Encourage power battery manufacturers in the city to improve their product competitiveness, and support key battery projects in a "one case, one discussion" manner.

  Support the construction of a "one fast and one slow" charging facility system.

Promote the transformation and upgrading of existing public charging stations, encourage super-high-power DC fast charging facilities to be constructed in accordance with the gas station model, and comprehensively promote the layout of intelligent and orderly slow charging systems in residential communities and underground parking lots.

Actively guide social capital to invest in the construction of charging infrastructure in Guangzhou, and provide construction subsidies for super high-power DC fast charging facilities and power exchange stations.

  Looking forward to a new future, some areas will achieve "change lanes and overtake"

  How can relevant functional departments in Guangzhou help build a trillion-level "city of smart cars"?

Pan Helin said that, first of all, relevant departments should implement the nearby and diversified layout of the industrial chain, and introduce more enterprises in the automotive supply chain to produce nearby.

Second, relevant departments should do a good job of supporting, improve the business environment, and promote tax and fee reductions.

Finally, relevant departments should plan infrastructure, not only to stimulate the consumption of new energy vehicles and smart vehicles through policies such as subsidies, but also to promote the implementation of technologies such as autonomous driving through infrastructure investment, such as improving vehicle-road coordination.

  The China Association of Automobile Manufacturers predicts that my country's auto sales are expected to reach 27 million in 2022, a year-on-year increase of about 3%.

Among them, passenger car sales are expected to reach 23 million, a year-on-year increase of about 7%; commercial vehicle sales are expected to reach 4 million, a year-on-year decrease of about 16%; new energy vehicle sales are expected to reach 5.5 million, a year-on-year increase of more than 56%.

  Guangzhou's vehicle production scale has always ranked first in the country, becoming a veritable "city of automobiles".

From 2018 to 2021, the automobile manufacturing industry will maintain a solid position of more than a quarter of the city's manufacturing industry, driving the city's total industrial output value above designated size to increase by more than 1 percentage point each year.

In the first quarter of 2022, the output value of the automobile manufacturing industry increased by 16% year-on-year, contributing 72% to the growth of the city's above-scale industries.

  With the vigorous development of a new round of technological revolution and industrial transformation, a large number of major disruptive technological innovations have emerged, and data-driven and cross-border integration have profoundly changed the industrial landscape.

Relying on the intelligent network connection and new energy vehicle trillion-level industrial clusters, Guangzhou will seize the opportunity of digital-industry integration development, will accelerate the formation of new growth engines and new industrial systems, and achieve "change lanes and overtake" in some areas, helping Guangzhou to build an international competitiveness The trillion-level "city of smart cars".