"Thousands of households dawn day, always replace the new peach with the old charm"! The waxing moon has arrived, the new year is in sight, the end of the year, may wish to use a word to try to summarize the situation of the past year, China Economic Network Automobile Channel in the Chinese lunar calendar ugly year into the Waxing Moon, choose a word - "jian" to summarize and summarize the past 2021, that is, the Chinese people call the "year of the ox" of the automobile industry.
In the mainland's traditional "Six Books" method of making characters, "Jian" is classified as a shape and sound character. According to the "Commentary on the Interpretation of Texts" and the "History of Chen Shijia", it is recorded: Jian, Gangye; Phi is strong and sharp. The basic meanings of the words directly or indirectly derived from the original meaning are: firmness, persistence, perseverance, etc. A "strong" word, I am afraid, appropriately shows the spiritual outlook of facing difficulties and working hard in the ugly years.
2021 is also an extraordinary year, this year is the opening year of the "14th Five-Year Plan", the mainland's economic and social development has made new historic achievements, and the national economy has leapt to a new level; This year, as an important pillar industry of the national economy, automobiles still showed strong resilience under various pressures, and strived to overcome the impact of tight chip supply, scattered epidemic outbreaks, policy and regulatory adjustments, etc., and achieved a slight increase in production and sales of more than 26 million vehicles.
From a global perspective, China has been the world's largest automobile market for 13 consecutive years, and "new energy, independent brands and exports" is undoubtedly the three keywords of the automotive industry last year; The industrial structure further improves quality and efficiency, strong enterprises (or brands) further consolidate their advantages, new brands remain active, new car-making forces leap to the 100,000 mark, and electric and intelligent have become a trend.
In the upcoming Lunar Year of the Ox, systematic summary and review can better meet the future, with the word "strong" as the keyword, is the actual evaluation of the automotive industry, but also for the upcoming new year to boost morale, both difficult and strong, more profound.
"Double Carbon" Goal Compulsory courses in the automotive industry
The "Double Carbon Target", also known as the "3060 Target", is a solemn commitment of the mainland to the world on carbon peaking and carbon neutrality, which has been included in the "14th Five-Year Plan" proposal, and the Central Economic Work Conference has also listed carbon peaking and carbon neutrality as one of the annual key tasks for the first time.
During the "two sessions" in 2021, the "double carbon target" was written into the government work report for the first time: formulate an action plan for carbon emissions peaking by 2030, and optimize the industrial structure and energy structure. The requirements of promoting the clean and efficient utilization of coal and vigorously developing new energy have been clearly put forward. As a member of the global village, China is making its due contribution to the global response to climate change with practical actions.
As one of the complex consumer goods, the birth of a car condenses the wisdom and investment of multiple upstream and downstream industries and enterprises. Technological innovation is an important guarantee for low-carbon development, and technological innovation from key areas such as new energy, new infrastructure, intelligence, and digitalization is promoting the green transformation of the automotive industry.
Taking BMW as an example, at the first BMW Group Sustainable Development China Summit held last year, Gao Le, president and CEO of BMW Group Greater China, said that BMW's sustainable development strategy in China is based on carbon emission reduction measures to combat climate change, advocating circular economy and corporate social responsibility as the three cores, and BMW's nine subsidiaries and joint ventures in China will work together to implement the relevant goals.
Solar and wind energy integrated system at BMW's Shenyang production site
In terms of carbon emission reduction, BMW announced that by 2030, the average co2 emissions of bicycles throughout their life cycle will be reduced by at least one-third compared with 2019. In order to achieve this goal, BMW has taken the lead in expanding the scope of carbon emission reduction to the entire industrial chain, including raw material procurement, supply chain, production, use and even recycling. In the supply chain, BMW collaborates with suppliers to reduce emissions by 20% by 2030. In the production sector, BMW will achieve carbon neutrality at its Chinese plants from 2021 and plans to reduce emissions by 80% in production by 2030; In the use of vehicles, BMW will accelerate the electrification offensive and reduce emissions by 40% in the use of vehicles.
Taking Mercedes-Benz as an example, Conlinson, chairman of the global board of directors of Daimler AG, announced at the beginning of his tenure that Mercedes-Benz's "carbon neutrality" plan will achieve full carbon neutrality in automobile production and normal use by 2039. A series of plans, including that by 2030, electric vehicle sales will account for more than half of Daimler's total sales; All European plants will be carbon neutral by 2022, etc.
In addition, Volvo, as the world's first automotive company to announce a carbon neutrality target, also announced last year that after volvo's Chengdu plant, Volvo's Daqing plant has also achieved carbon neutrality of electrical energy, and since then, the carbon neutrality ratio of Volvo Cars' global manufacturing system has increased to nearly 90%. Volvo Cars has proposed to reduce the full-product life cycle carbon emissions of each vehicle by 40% by 2025, become a pure electric vehicle company by 2030, and strive to become a climate-neutral benchmark by 2040.
More and more multinational auto companies are practicing the mainland's "double carbon goal" with practical actions, and they have advocated a business value, that is, one heart and one mind, and this benign relationship will make enterprises and society go further in the future. It is worth considering that compared with these multinational car companies, Chinese brand car companies have not yet been seen to be fully prepared for future goals, there are few clear and clear long-term plans for "double carbon goals", and there is a lack of actual implementation of actions and measures.
Say goodbye to negative growth and hold 26 million vehicles
According to the latest data released by the China Automobile Association, in 2021, the production and sales of mainland automobiles achieved a slight year-on-year growth, breaking the three consecutive years of negative growth since 2018, the industrial structure was further optimized and upgraded, and the market share of new energy vehicles reached 13.4%, reaching a record high of 3.5 million vehicles, laying a solid foundation for the electrification trend.
According to the information released by the Association of Passenger Vehicles, the cumulative sales of domestic narrow passenger cars in 2021 were 20.146 million units, an increase of 4.4% year-on-year, which also ended the "three consecutive declines" in 2018-2020. Among them, the annual sales of traditional fuel vehicles fell by 6% year-on-year, a decrease of about 1.02 million units; New energy vehicles are strong, with annual sales reaching 2.989 million units, an increase of 169.1% year-on-year, an increase of 1.88 million units, contributing 9 percentage points to the annual growth rate of the passenger car market.
As a result, the HKCCpc is also expected to increase sales of new energy passenger vehicles in 2022 from 4.8 million units to 5.5 million units. Although new energy vehicles will face the impact of subsidy decline, many companies "out of their own pockets" to make up for the gap, coupled with the previous backlog of a certain amount of undelivered orders, so the first quarter of this year's terminal delivery volume fluctuations will not be very large.
In contrast, commercial vehicles in 2021 showed a downward trend, market fluctuations due to heavy-duty diesel vehicles China VI emission regulations switched, in addition to the "blue brand light truck" policy expectations brought about by the consumption wait-and-see, real estate development industry cold and other factors also exacerbated the downward pressure on the commercial vehicle market. In recent years, the policy dividend effect of supporting the growth of commercial vehicles has gradually weakened, and the commercial vehicle market will enter an adjustment period in the future, according to the forecast of the China Automobile Association, the market production and sales will be reduced by 6% this year.
Since 2018, the long-tail growth of China's auto market for 28 years has come to an abrupt end, before the threshold of 30 million vehicles. After three years of negative growth, it is not easy for the automotive market to overcome various challenges and achieve a rebound. Judging from the performance of passenger car companies, FAW-Volkswagen once again won the championship with a score of more than 1.8 million vehicles (official data released by the company), and achieved the "triple crown", followed by SAIC Volkswagen and SAIC-GM, but the gap with the champion further widened. Changan passenger cars saw the largest increase, while the performance of North and South Toyota was also remarkable, ranking in the top ten with more than 800,000 units. (China Economic Network reporter Huang Chunmian)