Development of New Energy Industry in Shenzhen
With the formulation of the "double carbon" (carbon peak, carbon neutrality) goal, the new energy automobile industry has stood in the C position. As one of the earliest cities in the country to promote new energy vehicles, Shenzhen is a well-deserved "new energy vehicle city". At present, it has realized the full electrification of buses, the full electrification of taxis and the large-scale and commercial operation of pure electric mud trucks, providing soil for the development of the new energy automobile industry.
As early as 2009, Shenzhen began to vigorously promote the development of the new energy automobile industry, with financial funds to encourage and support the application of new energy vehicles in various fields. From 2015 to 2020, Shenzhen has formulated financial support policies for the promotion and application of new energy vehicles every year to encourage and support the application of new energy vehicles in various fields. In December 2021, the Shenzhen Municipal Bureau of Transport also issued the Notice on Adjusting the Individual Application Conditions for the Incremental Indicators of New Energy Cars, further relaxing the application conditions for the indicators of new energy cars and encouraging the promotion of new energy vehicles.
The development of Shenzhen's new energy automobile industry is inseparable from the promotion of the government's "visible hand". Especially at the moment when the "double carbon" goal is driven and the global automotive industry is accelerating its transformation, Shenzhen has BYD, Huawei, Tencent and other leading enterprises, occupying the commanding heights in the industrial chain of three electric technology, intelligent driving, operating system, intelligent cockpit and so on on the track of new energy vehicles.
In the future, how will The new energy automobile industry in Shenzhen run out of acceleration? How to achieve high-quality development? On December 23, 2021, the Nandu New Industry Research Group walked into BYD to investigate how the new energy automobile industry can take advantage of the momentum. From point to point, with BYD as an example, we will look at Shenzhen's forward-looking layout in the development of the new energy automobile industry.
Poke the video for more details
Shenzhen is the "City of New Energy Vehicles"
The new energy automobile industry is a microcosm of Shenzhen's industrial transformation and upgrading
In the early days of reform and opening up, Shenzhen's industrial manufacturing industry started from "three to one supplement", and for more than 40 years, it has gone through three stages of processing trade, imitation innovation and independent innovation, from traditional manufacturing to precision manufacturing to intelligent manufacturing, Shenzhen's industrial manufacturing industry is constantly moving towards the global value chain. The development of the new energy automobile industry can be said to be a landmark event for Shenzhen to change cages for birds and eliminate low-end production capacity, and it is also a microcosm of Shenzhen's industrial transformation and upgrading.
In the late 1990s, Shenzhen wanted to get rid of the problems of low industrial concentration, low added value and high dependence on foreign countries, and sought the transformation and upgrading of the industrial structure. Shenzhen has invested its current investment in the automobile industry, and in 2004, it set up a special leading group for the planning and construction of the Shenzhen automobile industry to lead and coordinate the planning and construction of the automobile industry in Shenzhen.
After BYD acquired Xi'an Qinchuan Automobile in 2003, it obtained production qualifications, hit it off with Shenzhen, landed in Pingshan, and gradually grew into a leader in the field of new energy vehicles.
Cao Zhongxiong, executive director of the New Economic Research Institute of China (Shenzhen) Comprehensive Development Research Institute, pointed out after participating in the in-depth investigation of Shenzhen New Industry that driven by the "double carbon" goal and on China's own low-carbon development path, new energy vehicles are changing people's production and lifestyle, bringing fission in the fields of rail transit, energy structure, intelligent manufacturing and other fields, and promoting industrial change.
Cao Zhongxiong said that the government should have a new perspective to formulate industrial policies, promote the development of industry enterprises, and open up more scenarios for the application of new energy vehicles, such as unmanned driving.
In order to accelerate the consumption of Shenzhen's new energy vehicle market and the high-quality development of the industry, the Shenzhen Municipal Development and Reform Commission issued the "Shenzhen New Energy Vehicle Promotion and Application Work Plan (2021-2025)", requiring that during the "14th Five-Year Plan" period, the proportion of new energy vehicles in the city's newly registered cars will reach about 60%, and by 2025, the number of new energy vehicles in the city will reach about 1 million. At the same time, it is necessary to build a total of about 43,000 public and private network fast charging piles, about 790,000 slow charging piles in the basic network, the standardized and normalized new energy vehicle management system mechanism is basically established, and the new energy vehicle charging infrastructure system with complete functions, reasonable layout, stable operation, and wisdom and safety is basically completed.
The transformation and development of the global automotive industry
New energy vehicles are an important engine for promoting the sustained growth of the world economy
With the advent of the era of intelligent networked vehicles, the automotive industry has accelerated its development in the direction of digitalization, intelligence, networking and electrification (referred to as "four modernizations"), and Shenzhen will continue to lead in the field of new energy vehicles. Not only BYD, Huawei, Tencent, DJI and other technology companies are important players in the new car-making forces, and The Shenzhen new energy automobile industry will become an important growth pole for Shenzhen's economic development driven by policies, markets and technologies.
Wang Chuanfu, chairman and president of BYD Co., Ltd., once said that the automotive industry is currently undergoing major changes unprecedented in a century. Entering the new development stage of the "14th Five-Year Plan", China's electric vehicle industry has maintained rapid growth since the second half of last year, and the penetration rate of electric vehicles has exceeded the 10% mark in March this year, of which the penetration rate of private electric vehicles in Shenzhen has exceeded 30% for 3 consecutive months. New energy vehicles have become the main direction of the transformation and development of the global automobile industry and an important engine for promoting the sustained growth of the world economy.
According to the statistics of the China Association of Automobile Manufacturers, as of November 2021, the production and sales of new energy vehicles reached 3.023 million units and 2.99 million units, respectively, an increase of 1.7 times year-on-year, and the market penetration rate reached 12.7%. Xu Haidong, deputy chief engineer of the China Association of Automobile Manufacturers, said that China's new energy vehicle market has entered a stage of rapid development, predicting that in 2022, China's new energy vehicle market will produce and sell more than 5 million vehicles, achieving a growth rate of about 50%.
It is foreseeable that under the impetus of the global consensus on energy conservation and emission reduction, the penetration rate of new energy vehicles will increase rapidly. At the same time, the transformation of the "four modernizations" of the automotive industry is bound to further open up the future development space of the new energy automobile industry.
Le Mengqi, an analyst in the new energy automobile industry at Cornerstone Capital, pointed out after participating in the in-depth investigation of Shenzhen New Industry that the entire new energy industry will usher in a growth period of more than 10 years at the key time point of the third global energy revolution and the domestic "double carbon" goal. The chain of the new energy industry is very long, there are many types of industries, in addition to new energy vehicles, as well as photovoltaic wind power, etc., all parts of the country are also taking new energy as a very important industrial development direction.
Le Mengqi believes that Shenzhen, as one of the earliest cities to develop the new energy industry, has formed some of its own unique advantages, cultivated a leading enterprise like BYD, whether it is in the field of new energy vehicles or power batteries, can lead the development of the entire industry, will drive the aggregation of related industrial chains, "Shenzhen will become a very important industrial agglomeration in the future of the new energy industry."
In addition, Yang Yi, a senior researcher in the intelligent manufacturing industry at the Shenzhen Venture Capital Innovation Investment Research Institute, pointed out after participating in the survey that the three major characteristics of the development of the new energy industry have been seen in the past few years: the deepening of global electrification, the redefinition of traditional travel, and the important role of digital platforms, and the future will also be the three major elements of the development of the new energy industry. There may be opportunities for the development and utilization of negative carbon technologies and the decarbonization of agriculture."
How does Shenzhen's new energy industry take advantage of the momentum?
Industry-university-research-capital suggestions from many sources: improve the business environment and gather more talents
New kinetic energy in the Bay Area, new industry in Shenzhen. Southern Metropolis Daily launched a deep survey of Shenzhen's new industry, focusing on new technologies, new manufacturing, and new industries, and plans to launch a series of new economic reports to jointly witness the process of Shenzhen's industrial climbing over the obstacles, transformation and upgrading, and looking for new momentum and new growth poles for Shenzhen's economic development. Explore how Shenzhen's economy can achieve high-quality development under the background of the "dual-zone" driving strategy.
The first new industry in-depth investigation focused on the development of Shenzhen's new energy industry, led by Wang Ying, editorial board member of Southern Metropolis Daily, walked into BYD, Cao Zhongxiong, executive director of the New Economy Research Institute of China (Shenzhen) Comprehensive Development Research Institute, Luan Bo, deputy director of the Carbon Neutrality Research Center of Peking University Shenzhen Research Institute and director of the Green Institute of Peking University Shenzhen Research Institute, Qiu Sihai, director of the Innovation Department of Peking University Shenzhen Research Institute and director of the University Liaison Office of Shenzhen Intelligent Society, yang Yi, senior researcher of intelligent manufacturing industry of Shenzhen Venture Capital Innovation Investment Research Institute, Pang Bo, automotive industry analyst of Tianfeng Securities Research Institute, Le Mengqi, analyst of new energy automobile industry of Cornerstone Capital, and other people from all walks of life participated in the research, visited factories and exchanged discussions.
The members of the research group had in-depth exchanges with Li Yunfei, general manager of BYD's brand and public relations business department, Du Guozhong, deputy general manager of BYD's automobile brand and public relations business department, and Zhang Tao, manager of the Internet platform department of BYD's intelligent network development center.
Du Guozhong said that Shenzhen is a very open and innovative city, BYD grew up in Shenzhen and is connected to the city's bloodline. As a leader of new energy vehicles, BYD adheres to the development concept of "technology is king, innovation is the foundation", and firmly grasps the core technology in its own hands, so it is not affected by some "card neck" technology. In the future, BYD's technology will not only be used by itself, but also open to the outside world and shared, sharing more and better technologies with peers, jointly promoting the development of the industry, and helping the world realize the green dream.
Cao Zhongxiong, executive director of the New Economic Research Institute of China (Shenzhen) Comprehensive Development Research Institute, said: "I position BYD as a new giant of new industries, which is leading the automation, digitization and intelligent Manufacturing in China, through scientific and technological innovation, data leadership, etc., is reconstructing the industrial chain and supply chain of the manufacturing industry, and can find China's shadow in the new round of global scientific and technological revolution." ”
Cao Zhongxiong said that the new energy industry is a new economy, which requires continuous and greater investment in research and development by enterprises, the support of government innovation enterprises, and the need to continuously improve the business environment, gather more scientific and technological talents and new industrial workers, and provide support for better and faster development of enterprises.
Founded in 1995, BYD's business layout has covered the fields of electronics, new energy vehicles, new energy and rail transit, and has a business layout on six continents around the world, becoming one of the representative enterprises of "Made in China". Luan Bo, deputy director of the Carbon Neutrality Research Center of the Shenzhen Research Institute of Peking University and director of the Green Institute of the Shenzhen Research Institute of Peking University, said that on the international stage, BYD is a representative enterprise of the "China Solution" and hopes that in the future practice, the "China Story" can be better told to the world.
The Nandu New Industry Research Group offered suggestions and suggestions
Cao Zhongxiong, Executive Director of the New Economic Research Institute of China (Shenzhen) Comprehensive Development Research Institute:
I position BYD as a new giant of new industries, this kind of leading enterprise for the leading automation, digitalization, intelligent Manufacturing in China, through scientific and technological innovation, data leadership, etc., is reconstructing the industrial chain and supply chain of the manufacturing industry, in the new round of global scientific and technological revolution can find China's shadow, can see the development process of new industry, new manufacturing, the rise of Chinese brands.
Driven by the "double carbon" goal, new energy vehicles are changing people's production and lifestyle, bringing fission in the fields of rail transit, energy structure, intelligent manufacturing and other fields, and promoting industrial change. The government should have a new perspective to formulate industrial policies, promote the development of industry enterprises, and open up more scenarios for the application of new energy vehicles, such as unmanned driving.
The new energy industry is a new economy, which requires enterprises to continuously and more invest in research and development, needs government policies to innovate enterprises, and needs to continuously improve the business environment, gather more scientific and technological talents and new industrial workers, and provide support for better and faster development of enterprises.
Luan Bo, Deputy Director of the Carbon Neutrality Research Center of the Shenzhen Research Institute of Peking University and Director of the Green Institute of the Shenzhen Research Institute of Peking University:
We understand that BYD has more than 30,000 independent patented technologies, especially like its battery technology, as well as hybrid engines, and Yunba cloud rail, these new technologies, the future of carbon reduction in our country's transportation sector is very important, and transportation emission reduction is a very important area in our country's "double carbon" work.
BYD is a particularly important head enterprise in Shenzhen, on the international stage, BYD is a representative enterprise of the "China Program", hoping that in the future practice, it can better tell the "China story" to the world.
Le Mengqi, new energy vehicle industry analyst at Cornerstone Capital:
At the critical time point of the third global energy revolution and the domestic "double carbon" goal, the entire new energy industry will usher in a growth period of more than 10 years. The chain of the new energy industry is very long, there are many types of industries, in addition to new energy vehicles, as well as photovoltaic wind power, etc., all parts of the country are also taking new energy as a very important industrial development direction.
Shenzhen, as one of the earliest cities to develop the new energy industry, has formed some of its own unique advantages, cultivated a leading enterprise like BYD, whether in the field of new energy vehicles, or power batteries, can lead the development of the entire industry, will drive the aggregation of related industrial chains, "Shenzhen will become a very important industrial agglomeration in the future of the new energy industry."
Yang Yi, senior researcher of intelligent manufacturing industry at Shenzhen Venture Capital Innovation Investment Research Institute:
Shenzhen's development of new energy industry, the biggest advantage is the attraction of talents. Taking new energy vehicles as an example, behind the realization of new energy, it reflects the trend of automobile development to electrification and intelligent driving, which is a change in industry and technology, which requires talents from all aspects: entrepreneurs, scientists, engineers, technicians, leaders and so on. At the same time, it is also necessary for the market and consumers to try first and give timely feedback. Shenzhen is an innovation-driven, open, inclusive and vibrant city that attracts a steady stream of talents, which is the best foundation.
In the past few years, we have seen three major characteristics of the development of the new energy industry: the deepening of global electrification, the redefinition of traditional mobility, and the important role of digital platforms, which will also be the three major elements of the development of the new energy industry in the future, which is also the direction of our focus. For example, there may be opportunities in the transformation and optimization of traditional energy systems, the transformation and upgrading of industrial systems, the clean development of transportation systems, the improvement of energy efficiency of building systems, the development and utilization of carbon-negative technologies, and the decarbonization of agriculture.
Planner: Wang Ying
Coordinator: Li Ying
Written by: Nandu reporter Cheng Yang
Video: Xu Sihan, Deng Huanyang, Deng Jiajun