The government work report only mentioned a car? In fact, the answer is hidden in these keywords

From March 5 to 11, the Fifth Session of the 13th National People's Congress was held in Beijing. In premier Li Keqiang's one-hour government work report on March 5, the word "automobile" appeared only once, that is, in the "firm implementation of the strategy of expanding domestic demand", it proposed to "continue to support the consumption of new energy vehicles".

What is the future of China's automotive industry? Although the government work report only mentions a simple sentence, the future trend of more industry development has been integrated into the keywords of the government work report such as "implementing the carbon peak action plan", "strengthening innovation leadership", "maintaining the chain and stabilizing the chain", and "cultivating and expanding the digital industry". At this year's two sessions, the proposals of representatives of the automotive industry also confirmed the consensus of the industry on these future trends.

The biggest focus is still on new energy vehicles

At the two sessions of the National People's Congress, what is the biggest focus of the automobile industry? New energy vehicles are not to be tolerated. Since 2014, the term "new energy vehicles" has never been absent in the annual government work report (in the 2017 government work report, it is "clean energy vehicles", which can also be understood as "new energy vehicles").

Vigorously developing new energy vehicles not only has a significant impact on the implementation of the national "double carbon" strategic goal, but also an important piece of the puzzle for the mainland to move towards a manufacturing power. General Secretary Xi Jinping stressed when he visited SAIC Motor in 2014: "The development of new energy vehicles is the only way for the mainland to move from an automobile power to an automobile power. Chen Hong, chairman of SAIC Motor, also pointed out at this year's two sessions: "From a longer-term perspective, in the process of deepening the mainland's strategy of manufacturing power, China's automobile industry will also play a greater leading role." ”

Among the proposals of the delegates to the two sessions, more than ten proposals have promoted new energy vehicles to help implement the "double carbon" strategic goal from multiple angles such as industrial chain, production capacity construction, R&D innovation, and user-side support.

For the low-carbon development of the automotive industry, it mainly includes the following topics:

Chen Hong, Chairman of SAIC Motor Group: Establish and improve policies and measures to support the low-carbon development of the automobile industry, hope to introduce a special plan for the green and low-carbon development of the automobile industry as soon as possible, accelerate the formulation and implementation of carbon emission standards for the whole life cycle of automobile products, and further reduce the cost of manufacturing, circulation and use by continuously enriching the policy toolbox and effectively connecting with the subsidy policy and integral policy of new energy vehicles.

Xiaomi Auto Lei Jun: Establish and improve the carbon footprint accounting system to support the accurate management, accounting, certification and verification of carbon footprint.

In addition to caring about the carbon emissions of the whole life cycle of the car, the npc deputies are also highly concerned about the safety of the industrial chain. For the industrial chain layout and low-carbon technology research and development and innovation, the npc deputies brought the following topics:

CHEN HONG, SAIC MOTOR: Strengthen the layout of the industrial chain and the research and development and innovation of low-carbon technologies, effectively integrate and control upstream resources such as lithium and cobalt, and ensure the safety of the industrial chain; promote the formation of a joint force between all parties of "official production, education and research" to accelerate the landing of clean energy, green manufacturing and other technologies, as well as the recycling of raw materials, through technology incubation, project demonstration and other methods.

Wang Fengying of Great Wall Motors: Promote the application of thermal runaway protection technology for power batteries, and gradually equip existing new energy vehicles with thermal runaway protection technology for power batteries.

Yin Tongyue of Chery Automobile: Incorporate new energy vehicle power battery materials into the national strategic reserve resource management to ensure the safety of the new energy vehicle supply chain.

Xiaomi Auto Lei Jun: Accelerate the construction of high-power fast charging infrastructure for new energy vehicles and promote the popularization of high-power charging infrastructure.

On the consumer side, issues such as the decline of subsidies for new energy vehicles in 2022 and the difficulty of charging long-distance travel have become topics of great concern to consumers this year, and have also caused certain obstacles to the consumption of new energy vehicles. On the issue of "increasing support for the use of new energy vehicles", the deputies to the National People's Congress put forward the following topics:

CHEN HONG, SAIC MOTOR: Further increase support for the use of new energy vehicles, such as continuous improvement of the construction of supporting facilities such as charging piles, and provision of preferential charging electricity charges, etc., to further form an atmosphere that encourages the consumption of low-carbon products.

Geely Automobile Li Shufu: It is recommended to increase the construction of electric vehicle replacement system.

Zeng Qinghong of GAC Group: Improve the subsidy policy for new energy vehicles, continue the state subsidy for one to two years, simplify the procedures for receiving subsidies in the early stage, and alleviate the financial pressure of enterprises.

The legalization of smart cars and autonomous driving can be expected

Under the general trend of "new four modernizations" of automobiles, the status of intelligent networking is on a par with electrification. It can be said that an electric vehicle with automatic driving capabilities is the ultimate form of the current "new four modernizations" of automobiles.

The "14th Five-Year Plan for the Development of the Digital Economy" clearly states that "encourage the development of an intelligent economy and steadily promote autonomous driving". At present, the autonomous driving strength and research and development capabilities of many car companies are not inferior, only waiting for more breakthrough innovation policies to be introduced, and commercial operation is not far away. Therefore, at this year's two sessions, a number of people's congress deputies brought proposals for "clarifying the legal status of automatic driving systems":

Chen Hong of SAIC Motor: It is proposed to clarify the legal status of the automatic driving system in the Road Traffic Safety Law, and formulate standard rules and disposal mechanisms for the division of responsibilities between human drivers and "automatic driving systems" (car companies, parts suppliers, etc.); it is recommended to establish a grade evaluation and certification system and access mechanism for "automatic driving systems" in the "Measures for the Administration of Road Motor Vehicle Manufacturers and Product Access".

Zeng Qinghong of GAC Group: It is proposed to add and clarify the definition of "machine driver"; add the mandatory provision that "intelligent driving cars should install black boxes for key data storage or cloud backup of key data"; clarify that the responsibility for intelligent systems is borne by producers; and add relevant legal provisions on "including intelligent driving car product liability insurance in the scope of compulsory insurance and dispersing the risks of relevant responsible entities".

Zhu Huarong of Changan Automobile: It is recommended to improve the legal and regulatory system of intelligent and connected vehicles, accelerate industry cooperation, break down data barriers, and reasonably formulate automotive data security and privacy protection requirements.

In addition, for "increasing support for core technology research", there are also representatives who bring topics:

CHEN HONG, SAIC MOTOR: It is recommended to further increase support for core technology research, encourage and guide enterprises to independently control core software and hardware research and development capabilities such as operating systems and wire control chassis through special fund support, accelerate the formation of industry standards, and realize product technology scale as soon as possible.

Nezha Automobile Ark: It is recommended to promote the construction of an intelligent car operating system ecology.

The chip industry chain urgently needs to replenish the chain and strengthen the chain

Since the outbreak of the new crown pneumonia epidemic, due to multiple factors, the lack of core has become the "Achilles heel" of the automobile industry. How to deal with the shortage of automotive chip supply, chip technology "card neck" and other problems? A number of domestic vehicle group leaders have made suggestions and suggestions at the two sessions:

CHEN Hong, SAIC Motor: It is recommended to establish unified technical specifications and standards for vehicle-grade chips through policy guidance and multi-party coordination, and set up a third-party testing and certification platform; it is recommended that the state take the lead in setting up special funds to encourage chip companies and automobile companies to participate together and accelerate the formation of domestic large-scale computing chip research and development, manufacturing and application capabilities.

Wang Fengying of Great Wall Motor: Short-term priority to solve the problem of "lack of core"; improve the industrial layout in the medium term to achieve independent control; build an introduction and training mechanism for industrial talents to achieve long-term sustainable development.

Zhang Xinghai of Xiaokang Group: Vehicle companies and chip companies should work together across borders and jointly innovate to accelerate the realization of "chip on the car".