The annual National Two Sessions have become the focus of national attention, and the automobile industry, as a pillar industry of the national economy, has attracted much attention. This year's two sessions were attended by representatives of BAIC, GAC, Changan, Great Wall, Geely and other car companies, who made suggestions and suggestions for the development of the domestic automobile industry with their keen insight and the survival of the car companies themselves.
From the proposals of these deputies, it can be found that in addition to topics such as new energy vehicles and intelligent networking that have attracted much attention in previous years, during the two sessions this year, chip localization, chain stabilization, battery replacement, etc. have also become hot topics of discussion among the deputies and members. Today, Brother Yuan will take a look at it with you, is the proposal of the representatives of the two sessions of the car companies reasonable? Can it have a positive impact on the development of China's automotive market in the future?
Extend subsidies for new energy vehicles
Nowadays, when it comes to the automotive industry, new energy vehicles are no longer a topic that can be avoided. Looking at the common hot spots of the two sessions in recent years, new energy vehicles will not let them occupy a seat. However, it is not difficult to carefully sort out the relevant proposals and suggestions of the deputies and members of the two sessions, and it is not difficult to find that the concerns of the deputies and members in the field of new energy vehicles are more comprehensive and deeper, and a number of feasible suggestions have been put forward from subsidy decline to low-carbon emission reduction.
Zeng Qinghong, chairman of GAC Group
Among them, Zeng Qinghong, chairman of GAC Group, and Chen Hong, chairman of SAIC Motor, put forward their own suggestions on encouraging the consumption of new energy vehicles. Zeng Qinghong believes that the state subsidy for new energy should be postponed for one to two years, simplify the procedures for receiving subsidies in the early stage, alleviate the financial pressure of enterprises, and consider the strategic direction adjustment of the subsidy policy for the promotion and application of new energy vehicles from the national level. Chen Hong also put forward similar suggestions, believing that the subsidy policy and the credit policy for new energy vehicles should be linked with the carbon emission standard policy.
Chen Hong, chairman of SAIC Motor
In recent years, the reason why China's new energy vehicles have been able to develop so quickly is inseparable from the benign support of national policies, especially the subsidy policy for new energy vehicles, which is not only a good thing for manufacturers, but also allows consumers to buy new energy vehicles at a lower price. However, when everyone is considering the choice of new energy vehicles, new energy vehicles are going to increase in price, and there are already announcements of tesla, BYD, Xiaopeng automobile, zero-running cars and other brand official price increases.
In the above-mentioned car companies' price increase explanations, the reasons for the decline in new energy car purchase subsidies are basically mentioned. As we all know, new energy subsidies have begun to implement the strategy of gradient withdrawal from 2020, and the subsidy amount has been reduced by 10%, 20% and 30% every year, and it will continue until December 31 this year. Due to the sharp decline in subsidies this year, coupled with the rising price of battery raw materials and the urgent supply of chips, new energy vehicle companies have to choose price increases to maintain the stable development of car companies.
According to the current policy, the subsidy for new energy vehicles will be completely cancelled next year, and the price of new energy vehicles will rise even higher. If the price rises too fast, it will reduce the enthusiasm of consumers to buy new energy vehicles to a certain extent, which is not good for consumers, car companies and industrial development. Therefore, the industry is worried that the price increase may lead to the growth of new energy vehicles not as expected, which is also one of the important reasons why Zeng Qinghong and Chen Hong proposed to extend subsidies to stabilize market prices. Brother Reel believes that subsidies can make the new energy automobile industry develop faster, but subsidies alone are not conducive to the healthy development of the industry, but also will increase financial pressure, and the decline or even cancellation is definitely an inevitable trend.
Focus on power battery replenishment
With the development of new energy vehicles, problems such as power battery safety, battery recycling, and imperfect charging and replacement infrastructure have also received attention from everyone. Among them, fast charging and power exchange are the focus of the proposals of this year's two sessions. Li Shufu, chairman of Geely Holding Group, Yin Tongyue, chairman of Chery Automobile, Lei Jun, founder of Xiaomi, and Ding Zuohong, chairman of the board of directors of Yuexing Group, all believe that the problem of charging and replacing infrastructure industry needs to be solved urgently.
Li Shufu, chairman of Geely Holding Group
Among them, Yin Tongyue suggested that standards be introduced to optimize the development and construction of new energy vehicle charging infrastructure; Lei Jun said that the proportion of fast charging in the current public charging piles in the mainland is only 40%, and the fast charging power is generally low, so it is necessary to strengthen policy guidance and comprehensively promote the planning and layout of high-power fast charging networks; Ding Zuohong proposed that new energy vehicle charging stations be included in urban planning as public infrastructure construction.
In addition to the mainstream fast and slow charging facilities, electric vehicle replacement has also become a hot field in the past two years. In addition to li shufu's proposal to continue to promote the application of methanol vehicles, Li Shufu also put forward the "Suggestions on Increasing the Construction of electric Vehicle Replacement System" for the first time, including further improving the relevant policies and regulations of power exchange models, accelerating the standardization of power exchange models, generalization and other difficulties at this stage.
Recently, many players have indeed devoted themselves to the power exchange mode, including Weilai, Ningde Times, Aodong New Energy, etc., including Geely. Geely is particularly active in the layout of the power exchange mode, not only releasing the concept of power exchange heavy truck remote Xinghan H, but also launching the power exchange travel brand Ruilan Automobile, and even setting the grand goal of becoming the first domestic power exchange ecological service provider integrating travel services.
However, the current power exchange model is still in the stage of market exploration, facing many challenges, not only by the efforts of a car company can be solved, but also requires multi-party ecological cooperation. Li Shufu's appeal and proposal this time is conducive to promoting the development of the power exchange mode, allowing more players to enter the field, and helping the power exchange mode form a scale effect.
Autonomous driving and chips are back in the spotlight
Compared with the most popular new energy vehicles, the intelligence and automatic driving of automobiles are also hot topics recently. Looking at the recent automotive industry news, Tesla's "brake door" incident, Weilai NOP pilot high-speed out-of-control incident, etc. have been spread in everyone's circle of friends, which has aroused great public concern. Therefore, the safety of autonomous driving is still the focus of representatives of the automotive, technology and other industries.
Zhu Huarong, chairman of Changan Automobile
Zhu Huarong, chairman of Changan Automobile, believes that the current legal provisions are missing in the identification of intelligent vehicle responsibility, the identification of automatic driving responsibility subjects, and the ethics of automatic driving, and the legal and regulatory system of intelligent networked vehicles should be improved. Chen Hong believes that in order to promote the faster development of intelligent networked vehicles, especially to achieve the landing of autonomous driving technology, it is also necessary to achieve breakthroughs in laws and regulations.
Chips, which are closely related to automatic driving, have also become an important issue in the automotive industry at the two sessions. Due to the impact of the epidemic, the chip shortage has affected the normal operation of many car companies, so many car company leaders have pointed their eyes to the "chip", hoping to solve the problem of the card neck of the car specification chip.
Wang Fengying, President of Great Wall Motors
Wang Fengying, president of Great Wall Motor, made suggestions on promoting the rapid development of China's automotive grade chip industry. She suggested that the state coordinate resources and deploy the industrial chain of vehicle-grade chips. And in accordance with the priority of time, short-term priority to solve the problem of "lack of core"; improve the industrial layout in the medium term to achieve independent control; long-term to build an introduction and training mechanism for industrial talents to achieve sustainable development. Those who gave the "strong core" suggestions were also representatives of car companies such as Zeng Qinghong and Chen Hong.
Judging from the proposals of automakers at the two sessions, they are mainly concentrated in the fields of new energy vehicles, intelligent networking, and chips. Although their proposal will not be 100% adopted, it will certainly attract everyone's attention, which is also beneficial to the development of the automotive industry. I believe that with everyone's active participation and the guidance of policies, China's auto industry will become stronger and stronger.