With the two sessions of many provinces (autonomous regions and municipalities) in China coming to an end, promoting the consumption of new energy vehicles, improving infrastructure such as charging piles, strengthening the innovative development of intelligent and connected vehicles, and strengthening the traction project of automobile chips have been put on the agenda. The picture shows the intelligent industrial robot displayed at the 2020 China Industry Expo.
The year-end report card of each year's automobile market confirms the resilience and vitality of China's economy, and in the keywords mentioned at the local two sessions at the beginning of each year, people can always find more of the foundation and "advancement" factors of China's automobile industry and even China's economy," and at the same time imagine the high-quality development pattern in 2022.
With the two sessions of many provinces (autonomous regions and municipalities) in China coming to an end, promoting the consumption of new energy vehicles, improving infrastructure such as charging piles, strengthening the innovative development of intelligent and connected vehicles, and strengthening the traction project of automobile chips have been put on the agenda. The reporter combed through the 2022 "Government Work Report" in many places and found that topics related to automobiles are still the focus of high "appearance rate".
Strive to be the "locomotive" of the new energy vehicle market
Although the subsidy standard for new energy vehicles will further decline in 2022, the promotion of new energy vehicle consumption and the expansion and strengthening of the new energy automobile industry are still the key contents of the government work reports of many local governments and the two sessions.
In 2021, new energy vehicles will become a bright color that cannot be ignored in the Chinese auto market. Statistics from the China Association of Automobile Manufacturers show that domestic sales of new energy vehicles reached 3.521 million units in 2021, an increase of 157.5% year-on-year.
Shanghai's 2022 Government Work Report pointed out that in 2021, Shanghai will promote the application of 254,000 new energy vehicles, accounting for 43% of the city's new car sales, with a total of 677,000 vehicles, adding 20,000 public charging piles for electric vehicles and 16 shared charging pile demonstration communities.
"At present, the automobile is changing from a simple means of transportation to a mobile intelligent terminal energy storage unit and digital space, and new energy vehicles are an important direction for the development of the automobile industry." Shanghai Mayor Gong Zheng said that Shanghai attaches great importance to this and is accelerating the construction of a new energy vehicle development highland with global influence.
It is understood that as the city with the largest number of new energy vehicles in the country, Shanghai has launched a number of new energy vehicle support measures from both the supply and demand ends, including the 2021-2025 plan for new energy vehicles, the development policy of fuel cell vehicles, and the method of encouraging the purchase and use of fuel cell vehicles.
According to the plan, by the end of the "14th Five-Year Plan", the annual output of new energy vehicles in Shanghai will exceed 1.2 million, the output value will exceed 350 billion yuan, and a charging network will be built to meet the charging needs of more than 1.25 million electric vehicles.
Jilin Province's 2022 Government Work Report also released a signal to vigorously develop new energy vehicles. It is understood that in 2022, Jilin Province will vigorously develop the new energy automobile industry, fully start the construction of FAW Audi new energy vehicle projects, support the layout of new energy batteries and other core components research and development and production, and promote the construction of a national new energy vehicle inspection and testing center, driving the large-scale development of new energy vehicles, the market-oriented application of intelligent networked vehicles, and helping to build a trillion-level Changchun International Automobile City.
Guangdong Province stressed in the "Government Work Report" that it is necessary to continue to expand automobile consumption and increase supporting facilities such as parking lots, charging piles, and power stations.
In addition to clarifying the development goals of new energy vehicles, representatives and committee members from many places across the country also made suggestions and suggestions for infrastructure construction closely related to new energy vehicles.
Feng Xingya, deputy to the Guangzhou Municipal People's Congress and general manager of GUANGZHOU AUTOMOBILE Group, suggested that in view of market and consumer demand, it is recommended to continue the local comprehensive subsidy policy for new energy vehicles and accurately set subsidy standards for qualified models. At the same time, we can refer to the practice of introducing subsidy policies at the national level for many years, and extend the subsidy policies until 2025 to enhance the predictability of consumers and car companies, and maintain the stability and sustainable development of the automobile consumer market.
At the same time, Feng Xingya suggested that combined with the actual needs of the market, increase the indicators of energy-saving vehicles in Guangzhou, so as to meet the objective needs of market development, release policy guidance signals, and encourage consumers to choose energy-saving and emission-reducing products.
In the list of key tasks in the 2022 Beijing Municipal Government Work Report, projects such as promoting the start of construction of Xiaomi Automobile Manufacturing Plant, supporting Beijing Benz to launch new energy products, completing the renovation and expansion of the ideal automobile manufacturing base, and supporting the transformation and upgrading of traditional car companies such as BAIC Group are all on the list.
The "First Industrial Policy of Yizhuang Group of High-end Industrial Areas of China (Beijing) Pilot Free Trade Zone" previously released proposed that in order to achieve the goal of "building a core bearing place for the development of new energy and high-end automobile industry", Yizhuang encouraged domestic and foreign new energy intelligent vehicle manufacturers to settle in the development zone, and set real money and silver support policies for different conditions.
Aim for the second half of automotive intelligence
Electrification is the first half of the transformation of the automobile industry, and intelligent networked vehicles are the second half of industrial transformation. Some analysts believe that with the rising proportion of private consumption in China's new energy vehicle market, the development prospects of the intelligent networked automobile industry are worth promising.
In the 2022 Government Work Report released by various provinces (autonomous regions and municipalities), intelligent networked vehicles are also the "key words" that appear frequently.
Following the official opening of the first pilot project for the commercialization of autonomous driving travel services in China in November 2021, Beijing has accelerated the construction of a software and hardware system with deep integration of vehicle-road cloud network map, and the high-level automatic driving demonstration area has achieved iterative upgrading. Beijing municipality proposes to carry out the construction of a high-level autonomous driving demonstration zone 3.0 in 2022.
"Electrification is the first half of the transformation of the automotive industry, and intelligent and connected vehicles are the second half of industrial transformation." Some insiders told reporters that with the rising proportion of private consumption in China's new energy vehicle market, the development prospects of the intelligent networked automobile industry are worth promising.
The Guangdong Provincial Committee of the China Democratic National Construction Association submitted to the Fifth Session of the Twelfth CPPCC Provincial Committee "Proposal on Strengthening the Cultivation of the New Energy Intelligent Networked Vehicle Industry Cluster in the Guangdong-Hong Kong-Macao Greater Bay Area" proposed that the development of the "Smart Connected Vehicle" industry in the Guangdong-Hong Kong-Macao Greater Bay Area has initially formed a good development momentum with Guangzhou and Shenzhen as the main development leaders, and other cities following up the layout, but the planning and construction of intelligent facilities is slow, the work coordination and cooperation of various cities is insufficient, and the integration of intelligent transportation construction and infrastructure construction and intelligent vehicle development is insufficient.
The proposal points out that it is necessary to promote the upgrading and expansion of the two independent "smart connected vehicle" demonstration zones in Guangzhou and Shenzhen with greater determination into an integrated "interconnected Guangdong-Hong Kong-Macao Greater Bay Area 9+2 autonomous driving intelligent network vehicle comprehensive application demonstration zone", expand the scope of the automatic driving test area, strengthen the cooperation and mutual recognition of automatic driving demonstration, and increase the overall planning and construction of autonomous driving roads.
"Adhering to the thinking of 'a chess game for the development of the strategic pillar industry of automobiles in the Greater Bay Area', we will take the initiative to carry out comprehensive cooperation with Hong Kong and Macao on new energy intelligent networked vehicles." The Guangdong Provincial Committee of the China Democratic National Construction Association believes that as representatives of state-owned enterprises, private enterprises and new car manufacturing forces, enterprises such as GUANGZHOU Automobile Group, BYD and Xiaopeng Automobile have achieved eye-catching sales performance and a steady upward trend, and the cultivation and development of the emerging industrial chain of new energy vehicles and intelligent networks in Guangdong Province are at the forefront, but the potential has not been fully released.
In order to better develop the automotive industry, especially the new energy and intelligent networked automobile industry, Anhui Province previously issued the "Anhui New Energy Automobile Industry Development Action Plan (2021-2023)" and the "New Energy Vehicle and Intelligent Connected Vehicle Industry "Double Stroke and Double Introduction" Implementation Plan", which clearly proposed to "build a world-class industrial cluster for new energy vehicles and intelligent networked vehicles", focusing on "cultivating 3-5 new energy vehicle enterprises with important influence", "by 2023, The province's new energy vehicle production accounts for more than 10% of the country's development goals" and other development goals.
Anhui Province's 2022 "Government Work Report" proposes to promote a new generation of information technology, automobiles and parts advantage industries to the trillion level this year.
Lu Lixin, member of the Anhui Provincial Committee of the Chinese People's Political Consultative Conference and vice president of the Anhui Provincial Chamber of Commerce, submitted the proposal on building a world-class new energy and intelligent networked automobile industry cluster. He said that enterprises, universities and scientific research institutes in Anhui Province should be encouraged and supported to gather innovative resources, strengthen international cooperation in the field of new energy and intelligent networked vehicles, accelerate the construction of innovation platforms and new research and development institutions, enhance independent innovation and collaborative innovation capabilities, establish an intelligent networked automobile industry organization in Anhui Province, build an integrated intelligent networked automobile development industry system for government, industry, education and research, and promote cooperation between key enterprises and universities to attract talents and retain talents.
"With the rise of new car-making forces, anhui province still has a lot of room for improvement in industrial scale and product sales, and industrial competitiveness needs to be strengthened." In his view, the chip is not only the core component of the key nodes in the hardware architecture of intelligent networked vehicles, but also undertakes the key task of opening up software and hardware, and is the key support for the upgrading of intelligent networked vehicle products. However, at present, automotive chips rely on foreign suppliers and have become the "card neck" technical difficulties of the automotive industry, so to seize the opportunity, Hefei and Wuhu division of labor and cooperation, vigorously introduce the chip industry chain and production technology, and realize chip localization as soon as possible.
"Strong core replenishment chain" has its own magic
The China Association of Automobile Manufacturers predicts that total mainland vehicle sales are expected to reach 27.5 million units in 2022, continuing to grow. Considering the length of the automotive industry chain, the high degree of upstream and downstream correlation, and the great pulling effect on employment and consumption, how to find the power point and optimize the business environment according to local conditions will not only determine the prospects of the automobile industry, but also affect the new chess game of China's high-quality economic development in 2022.
Perhaps it is the "automotive chip famine" that swept the world in 2021, at the beginning of 2022, from vehicle companies to supply chain enterprises, from government authorities to industry associations, they have poured a lot of effort into the "strong core replenishment chain", trying to avoid falling into the quagmire of automotive chip shortage again in the new year.
The reporter learned that in the 2022 "Government Work Report" of Jilin Province, Guangdong Province, Shanghai And other major automobile manufacturing provinces, the determination of "strong core replenishment chain" was emphasized.
In 2022, the "Government Work Report" of Jilin Province proposed to make every effort to fight the "chip battle", support FAW to solve the problem of "missing cores", do everything possible to broaden the chip procurement and supply channels, and strive to achieve sales of 4.1 million vehicles and operating income of 770 billion yuan in 2022.
In 2021, Guangdong Province will solve the problem of chip shortage in the fields of automobiles, mobile phones, home appliances and other fields as the focus of government work, and is committed to promoting the localization of core components and ensuring the security of the industrial chain supply chain.
Wu Hong, member of the party group and deputy director of the Department of Industry and Information Technology of Guangdong Province, said that chips are the weakest and most easily stuck "card neck" link in Guangdong Province's industry, a key area that needs to be tackled urgently, and one of the strategic emerging industrial clusters in Guangdong.
It is understood that at present, Guangdong has successfully introduced the first vehicle-grade silicon carbide chip manufacturing production line in Guangdong Province, two 12-inch special process chip production lines and other major projects, Guangdong Shaohua, Dongguan Nexperia Semiconductor, Heyuan Zhongtuo Optoelectronics and a number of other projects began construction, to promote the smooth start of the second phase of the Guangzhou Guangdong core project. At the same time, Guangdong Province has also increased the coordination and supply of chips for key enterprises such as GAC Group and Dongfeng Nissan, effectively alleviating the "chip shortage".
Fu Bingfeng, executive vice president and secretary general of the China Association of Automobile Manufacturers, predicted that the total sales volume of mainland vehicles in 2022 is expected to reach 27.5 million units, an increase of about 5% year-on-year, and continue to maintain growth. Among them, passenger cars will be 23 million units, an increase of 7% year-on-year; commercial vehicles will be 4.5 million units, down 6% year-on-year; new energy vehicles will reach 5 million units, an increase of 42% year-on-year, and the market share is expected to exceed 18%.
"The long-term macroeconomic fundamentals of the mainland will not change, while the huge potential of the automobile market, the normalization of epidemic prevention and control measures, and the strong demand for new energy vehicles will further promote the steady growth of automobile sales." The planning target of 20% of new energy vehicles in mainland China in 2025 is likely to be achieved ahead of schedule. As Fu Bingfeng analyzed, as the chip shortage gradually eases, the car supply capacity will be further released.
Considering the length of the automotive industry chain, the high degree of upstream and downstream correlation, and the great pulling effect on employment and consumption, how to find the power point and optimize the business environment according to local conditions will not only determine the prospects of the automobile industry, but also affect the new chess game of China's high-quality economic development in 2022.
Source: China Youth Daily (February 17, 12th edition)
China Youth Daily, China Youth Network reporter Xu Yajie
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