Reduce new energy vehicle insurance rates, activate second-hand car transactions, and solve parking and charging difficulties...

　　Deng Li Zhou Weili

　　Spotlight

　　"The National Development and Reform Commission will take more pragmatic measures to support the development of enterprises in the new energy automobile industry." At the 2024 China Electric Vehicles 100 Forum held from March 15 to 17, Zheng Shajie, director of the National Development and Reform Commission, said at the meeting , my country has now cultivated a relatively complete industrial system and the world's largest new energy vehicle market.

　　Consolidating and expanding the development advantages of new energy vehicles is inseparable from the guidance and support of the national-level policy system.

At this forum, the National Development and Reform Commission, the Ministry of Commerce, the State-owned Assets Supervision and Administration Commission of the State Council, the Ministry of Industry and Information Technology and other departments jointly spoke out on the new energy vehicle industry and released multiple positive signals.

　　Text/Deng Li, all-media reporter from Guangzhou Daily

　　Summary of speech

　　It is expected that the majority of industry enterprises will vigorously promote quality improvement, cost reduction, and volume expansion, strengthen technological innovation and lane-changing technology layout, continue to deepen international cooperation, effectively respond to and resolve various explicit and potential risks and challenges, and consolidate and expand the development of new energy vehicles. Advantage.

　　——Zheng Shajie, Director of the National Development and Reform Commission

　　This year, we will carry out in-depth "replacement of old cars with new ones", organize national car replacement consumption season activities, and establish an effective mechanism to make it easier to get rid of old cars and more willing to replace them with new ones; we will also accelerate the activation of the new energy vehicle second-hand market; promote the circulation and trading of new energy vehicles throughout the chain , establish an information platform for the entire life cycle of automobiles, and study and promote the optimization of new energy automobile insurance rates.

　　——Vice Minister of Commerce Sheng Qiuping

　　The pace of development of new energy vehicles by central enterprises is not fast enough and the results are not obvious enough. There is an urgent need to accelerate and catch up in aspects such as product competitiveness, market share, foresight, and leading technological innovation.

We must face up to the gaps and deficiencies that exist in the development of new energy vehicles by central enterprises, and boldly explore all policies and measures that are conducive to the development of new energy vehicles by central enterprises.

　　——Gou Ping, deputy director of the State-owned Assets Supervision and Administration Commission of the State Council

　　Together with the Ministry of Industry and Information Technology and the Ministry of Public Security, we will carry out pilot projects for the admission and use of intelligent connected vehicles on the road. Next, we will carry out pilot work on "vehicle-road-cloud integration" to further expand the scale of the pilot and expand the pilot scenarios.

　　——Lin Qiang, deputy director of the Science and Technology Department of the Ministry of Transport

　　Industry Outlook

　　Stimulus policies such as “old for new”

　　Will become an important starting point for the rapid growth of the automobile market

　　Lowering new energy vehicle insurance rates, activating second-hand car transactions, and solving parking and charging difficulties... Industry insiders at the meeting pointed out that multiple ministries and commissions have frequently taken pragmatic measures to effectively promote the healthy and orderly development of new energy vehicles.

　　A new round of "old-for-new" policy promotes car replacement and renewal

　　At the consumption level, the State Council issued the "Action Plan for Promoting Large-Scale Equipment Updates and Trade-In of Consumer Goods", which not only proposes the trade-in of old cars for new ones, but also puts forward specific requirements for the recycling of scrapped cars.

"'Train-in' and other stimulus policies have become an important driver of the rapid growth of the automobile market." Cui Dongshu, secretary-general of the National Passenger Car Association, analyzed that scrap renewal and trade-in are the main growth drivers of the automobile market.

At present, Chinese cars have entered the peak period of scrapping.

Moreover, the previous scrappage and renewal arrangements arranged by the central government have provided relatively large amounts of scrapping and renewal subsidies, which is a great benefit to the growth of the automobile market.

　　Guangdong and other 12 provinces have achieved full coverage of charging stations in counties and counties

　　At the vehicle level, in order to solve the surge in charging demand during holidays caused by the rapid growth of new energy vehicle ownership, the National Energy Administration also took the lead in issuing the "Notice on Effectively Ensuring New Energy Vehicle Charging Services During Holidays" and " "Implementation Opinions on Strengthening the Integration and Interaction of New Energy Vehicles and Power Grids" to better promote transportation and energy coordination and ensure charging.

According to Du Zhongming, director of the Electric Power Department of the National Energy Administration, my country has achieved certain results in vigorously promoting the construction of charging infrastructure.

He revealed that as of the end of 2023, the total number of charging infrastructure in my country will reach 8.59 million units, a year-on-year increase of 65%, and 95% of high-speed service areas are equipped with charging facilities; 12 provinces including Guangdong, Hainan, and Jiangsu have taken the lead in implementing charging stations. The construction goal is to cover all counties and counties, and to cover all towns and villages with charging piles.

　　Some research institutions believe that the successive introduction of national-level policy guidelines for the automobile industry, including "old for new", has further clarified the core role of the automobile industry in promoting consumption and enhancing the country's industrial leading edge.

This is a major boon for the A-share new energy vehicle sector, which has a total market value of more than 3.7 trillion yuan.

At the same time, with the support of pragmatic policies, the confidence of consumers, car companies, and dealers will continue to increase, and the development of the car market is expected to continue to improve.

　　Forum hot discussion

　　Xpeng, Huawei and Baidu compete for the "NO.1" smart driving title

　　Guangzhou Daily (all-media reporter Deng Li) “Xpeng will launch a high-end smart car worth 100,000-150,000 yuan” “Huawei is recognized as the best (in the field of smart driving)” “Baidu’s smart driving is better than Huawei’s” A little bit ahead"... Since the beginning of the year, the "smart driving war" between new energy vehicle brands has become increasingly fierce, and has spread to the 2024 China Electric Vehicles 100 Forum. He Xiaopeng of Xpeng Motors and Yu Chengdong of Huawei , Wang Yunpeng of Baidu staged a dramatic scene of taking turns "bickering" around new energy vehicles and intelligent driving technology.

　　“Which company is better” in high-end intelligent driving technology?

　　The dispute over "who is better" in high-end intelligent driving technology between Xpeng, Huawei and Baidu has become one of the hotly discussed topics at this year's Conference of 100 forum.

At the meeting, Xpeng Motors founder He Xiaopeng predicted that the inflection point of high-end smart driving will come in the next 18 months. At the same time, Xpeng AI smart driving large model will be on the market in the second quarter of this year.

In terms of popularizing smart driving, Yu Chengdong, Huawei's managing director and chairman of Smart Car Solutions BU, said that due to cost pressure, Huawei's smart cars will only be equipped with high-end smart driving at the 300,000 yuan level until the smart car business stabilizes. will gradually equip 200,000 yuan models with intelligent driving.

Yu Chengdong also previously revealed that Huawei's ADS high-end smart driving will see a significant improvement in April this year.

Wang Yunpeng, vice president of Baidu and president of the intelligent driving business group, invited Wang Chuanfu to experience the Baidu Carrot Run fully driverless self-driving car at the meeting, and experience the different feelings of walking through the busy city and crossing the Yangtze River Bridge during morning and evening rush hours.

"I believe it won't be long before driverless cars will become a source of pride in the history of China's technological innovation, just like today's electric vehicles," Wang Yunpeng said.

　　High-end smart driving costs are reduced, and the era of "standard smart driving" is coming

　　Information at the meeting showed that Xiaopeng, Weilai and others have begun to explore the price of smart cars and deepen the competition in the 100,000-yuan A-class smart car market.

At the same time, smart driving solution suppliers DJI, Black Sesame, SenseTime and other low-cost high-end smart driving solutions also released the latest progress at the conference.

"Starting from this year, DJI's in-vehicle high-end smart driving entry-level configuration will be standard on models priced at 80,000 to 150,000 yuan. Models with a minimum of 80,000 yuan can have useful high-end smart driving functions." Shen Shaojie, head of DJI's in-vehicle system, said He told reporters at the meeting that the cost of installing his latest urban pilot smart driving solution is as low as 7,000 yuan.

It is reported that Tesla has previously revealed that it will launch an "entry version" of the FSD smart driving solution on the 150,000 yuan model.

　　Tianfeng Securities said that with the resonance of policy + technology + business, automobile intelligence has entered a period of rapid growth.

On the policy side: L3-level policies have been introduced in some foreign countries, and domestic policies are expected to be substantially implemented; at the same time, on the technical and commercial sides, algorithm and hardware cost reductions are also expected to promote the popularization of smart driving, and the NOA scenario of OEMs is constantly being generalized , consumers have regarded the smart driving function as an important decision-making item when purchasing.

　　The second half of new energy vehicles is "electrification + intelligent network connection".

"Electrification" is still the first factor driving the development of new energy vehicles.

Fast charging and ultra-fast charging technology are developing rapidly. The next battery revolution is coming, and the long-awaited solid-state batteries are also eager to try.

We predict that this year will be the breakout year for L3, and 2026 will be the breakout year for L4.

Exporting models is only the first step.

We need cars and machines to be able to go global, music to be able to go global, maps to be able to go global, and an ecosystem similar to that at home be built overseas.

　　——Gu Huinan, General Manager of GAC Aian New Energy Vehicle Co., Ltd.

　　(Text/Guangzhou Daily All-Media Reporter Zhou Weili)