On December 17, 2021, the 15th China Automotive Annual Conference 2021, hosted by the Economic Observer, was held in the form of online live broadcast. With the theme of "New Development and New Order", the summit invited more than ten heavyweight guests from industry, government, academia and research to interact online synchronously, and carried out rational discussions and speculations around multiple dimensions such as enterprise technology research and development, digital transformation, social responsibility, and competitive relationship, and put forward many constructive suggestions.
"At present, the automotive industry has just come to a critical point in time, and various factors meet, and new trends are unstoppable." Guo Hongchao, deputy editor-in-chief of the Economic Observer, said in his opening speech that games and iterations are happening every day, on the one hand, consumer attitudes and needs are constantly changing, on the other hand, under the new normal of the epidemic, the supply chain control and product delivery capabilities of enterprises are facing tests. From the perspective of sustainable development, under the dual carbon target, "promoting green and low-carbon and achieving high-quality development" will become the focus of attention in 2022.
At present, China's economy has shown great strength in scientific and technological innovation, industrial chain and supply chain resilience. When it comes to the development trend of the automotive industry in 2022, Zhu Baoliang, chief economist of the State Information Center, is optimistic. He pointed out that "next year, whether it is for China or the world, the problem of chip shortage can be basically solved", next year's car sales will be better than this year, and it is expected that china's economy will grow by about 5.5% in 2022, in which automobile consumption will provide an important boost.
It is expected that during the 14th Five-Year Plan period, China's auto market will maintain sustained and stable growth, and it is expected to maintain an average annual growth rate of 4%. From the perspective of industrial operation, Shi Jianhua, deputy secretary-general of the China Association of Automobile Manufacturers, believes that China's automobile brands have developed rapidly in new energy and intelligent networking, and relying on the first-mover advantage has formed new brand characteristics, which is expected to take the lead in achieving breakthroughs. This year, the sales volume of new power brands continues to exceed expectations, and there will be a positive impetus for the sales volume of subsequent markets. Whether it is "Wei Xiaoli" or "Xiaoli Wei", the ranking order reflects an upward process, and we look forward to everyone working together to contribute to China's auto industry.
In the view of Ma Zhenshan, executive vice president of Chery Jaguar Land Rover, "keeping the right" and "coming out of the new" are the two major requirements for marketers of car companies under the change. "Shouzheng" refers to grasping the core of marketing, that is, communication and branding, which is a process that allows consumers to understand and love the brand from knowing the brand, while "new" refers to the specific means and ways, making good use of online and offline resources, and improving efficiency with the help of digitalization and user operation.
Smart electric vehicles will replace the green travel of traditional fuel vehicles and will become the forerunners of China's "carbon neutrality". Shen Hui, founder, chairman and CEO of WM Motor, believes that when new energy vehicles form a scale effect, they will inevitably drive the upstream energy end and the downstream energy storage end to decarbonize together. He also pointed out that "this is a difficult but correct path", and put forward a three-point appeal for the current problem that the source of electric energy is not clean, that is, in the field of energy manufacturing, find a green power generation method to replace the traditional thermal power scheme; in the field of energy recovery, explore new energy storage schemes such as V2G reverse charging technology and solar charging stations; in the field of energy consumption, improve the pricing mechanism of renewable energy, while delineating the red line of energy consumption, and educate the public on energy consumption concepts.
In the field of corporate social responsibility, Akitoshi Suzuki, Executive Deputy General Manager of Nissan (China) Investment Co., Ltd., believes that sustainable social development is a common issue facing China and the world. He mentioned that "Nissan Applies the Advantages of Car Companies, Puts Forward the Goal of Harmonious Development of People, Vehicles and Society, and Actively Commits to The Three Fields of Environmental Protection, Social Development and Corporate Governance." It is reported that in the Nissan Dream Classroom Project, Nissan China has carried out relevant courses in more than 900 primary schools in 19 provinces and municipalities directly under the Central Government in China, and the cumulative number of beneficiaries has reached one million, and will strive to achieve the goal of 2 million cumulative income in 2022.
In the face of new trends and new competition in the development of the global automotive industry, Guan Yizhong, general manager of the public relations department of SAIC Motor, mainly brought about the sharing of digital transformation. He took the zhiji AIRO as an example and believed that the future of the car will be smarter, more interesting, safer and more environmentally friendly. It is reported that SAIC Motor Group will invest 300 billion yuan in innovative fields such as intelligent electric during the 14th Five-Year Plan period, focusing on "user-centric", and comprehensively transform into a high-tech enterprise with technological upgrading, business globalization, brand premiumization and ultimate experience.
From the perspective of the current development of China's passenger car market, this year's new energy vehicles have shown a strong growth trend, the passenger car market as a whole has shown relatively high-end trend characteristics, and models with a price range of more than 250,000 yuan have performed well. Cui Dongshu, secretary general of the Passenger Car Market Information Joint Association, further pointed out that new energy vehicles have a relatively good performance in various market segments, and it is expected that they will continue to improve in 2022, while traditional fuel vehicles will also maintain steady growth, and new energy vehicles are expected to become one of the good development opportunities for China to lead the world.
As a key area of the next round of global scientific and technological revolution and industrial change, intelligence has been recognized by many countries and automobile companies as the development direction of the future automobile industry. When it comes to autonomous driving investment, Zhang Junyi, global managing partner of Oliver Wyman, believes that it has made great progress in the past year, and the focus of the industry has shifted from the past "storytelling" to the specific business landing and monetization level. Although the threshold for the application of technology at this stage is still high, with the development of the market, it is believed that the maturity of mass production technology can make automatic driving gradually become a general technology and integrate into the daily travel life of the public.
Zhou Guang, CEO of L4-level autonomous driving enterprise Yuanrong Qixing, believes that automatic driving technology will bring four changes to mankind, one is to reduce the traffic accident rate with technology; second, to improve traffic efficiency, thereby reducing exhaust emissions and helping to achieve carbon peaking; third, it is to provide intelligent and barrier-free travel services for the elderly and disabled; fourth, to create a future mobile space. At the same time, he shared the company's latest progress breakthrough, "Yuanrong started the latest L4 level automatic driving front-loading program, reducing the cost to 10,000 US dollars, which is expected to make large-scale mass production of automatic driving possible."
With the development process of automobile intelligence, the scale of data will also expand at an foreseeable speed, and in addition to the hardware value of the traditional automotive industry, the value of software, including data, is rising to an increasingly important position. The other side of data first is the hidden concern of automotive data security, in this regard, Meng Qingxin, senior vice president, secretary of the board of directors and chief marketing officer of NavInfo, believes that the controllable, readable and traceable source of automatic driving data is one of the key factors. Especially in the part related to geographic information security, NavInfo actively participates in the formulation of data and information related standards, and provides car companies with a complete set of solutions such as vehicle terminal + data cloud platform under the premise of exceeding national regulatory requirements.
In the face of the hot power exchange field, Li Yujun, general manager of GCL Energy's mobile energy division, said that the power exchange industry needs to break through four major problems: asset problems, utilization efficiency problems, electricity price problems and ladder utilization problems. Through the joint initiation of the 10 billion carbon neutral fund, self-developed power station replacement, charging and replacement separation scheme, BMS development and large-scale application scenario ecology, GCL Energy Co., Ltd. grasps the rapid layout of the era of accelerated integration of new energy and electric vehicles, and solves industry pain points through technology research and development and innovation.
In the view of Liang Xing, general manager of the Energy Chain Vehicle Federation, there are currently three major pain points on the supply side in the field of transportation and travel energy: the supply market is fragmented, overcapacity is overcapacity, and the oil and electricity switching cycle is long; there are three changes on the demand side: digitalization, shared mobility, and market classification. Energy Chain put forward the mission path of "realizing 'two networks, one chain and one neutralization' through digitalization", and built two digital energy supply networks of Tuanyou and Fast Power, as well as a digital energy supply chain based on energy chain logistics, in which energy chain vehicle federation focuses on energy supply services in vehicle-mounted scenarios to help transform the energy supply chain.
In the context of the transformation of the old and new travel industry, a new order is also being established, and now the travel industry has fully entered the new track, with higher goals and standards, in order to go farther and reach farther places. In the beautiful travel ceremony of the summit, the "2021 Annual Good Travel List" was announced, and the outstanding brands and attractive models that helped "good travel" and "good life" were jointly commended.
The Economic Observer China Automotive Industry Annual Conference has been successfully held for 15 sessions since December 2006. The annual meeting follows the values of "rationality and constructiveness", with the purpose of advocating business civilization and promoting social progress, and witnessed the growth of many outstanding automobile companies. Summit IP has been praised by the government and the industry and has become a benchmark meeting in the industry.