The two sessions of the National People's Congress in 2022 are being held in Beijing. Proposals and suggestions related to "new energy vehicles" have once again become a hot topic for new energy vehicles.
Vigorously developing new energy vehicles is the "top priority" for the country to achieve the "double carbon" goal and practice the concept of green and low-carbon development, and it is also an opportunity for the mainland automobile industry to achieve curve overtaking and become an automobile power from an automobile power. However, the development of the new energy automobile industry has not been smooth all the way, and opportunities and challenges coexist.
Tram Resources has learned that the deputies to the national people's congress and cppcc committee members in the industry at the two sessions this year have directly faced the problems of charging and replacing electricity, vehicle safety, lack of "core" problems and other urgent and difficult problems in the industry, and have issued a sonorous voice for the industry.
Hot word 1: power exchange VS fast charge
In 2021, the number of charging piles in the country was 2.617 million units, an increase of 55.7% year-on-year, but the number of substations nationwide was only 1192, which showed that the construction speed of substations was much slower than the layout speed of charging piles.
In this regard, Li Shufu, chairman of Geely Holding Group, put forward three suggestions, one is to speed up the clarification of the relevant provisions of the construction of the substation, the change of high and low voltage boxes, land and construction approval, and incorporate them into the national market management standard system; the second is to further improve the relevant policies and regulations of the power exchange model, optimize the announcement regulations of the power exchange model, establish an exclusive announcement certification system for the power exchange model, and form a separate certification of the car and the battery under the separation of vehicle electricity; the third is to accelerate the standardization and generalization of the power exchange mode.
It is understood that Geely's long-range vehicles are implementing a power exchange model, and 16 heavy-duty truck replacement power stations will be built in 2021.
In addition to car companies, power battery head companies are also actively laying out replacement power stations. In January 2022, CATL released the "Chocolate" battery swap service brand EVOGO and the overall solution of combined power swap, and will start the first batch of battery swap services in 10 cities. The replacement block launched for the first time in the Ningde era has a capacity of only 26.5kWh, which can provide a range of about 200 kilometers, for new energy micro-surface models, after the first full charge, change the battery once a day to basically meet the needs of battery life.
Lei Jun, founder, chairman and CEO of Xiaomi Group, believes that to solve user mileage anxiety, it is mainly to increase the layout of high-power fast charging networks. He put forward three suggestions: strengthen policy guidance, coordinate and promote the planning and layout of high-power fast charging networks; establish a national innovation cooperation platform to strengthen joint research on core technologies; strengthen construction service guarantees, and promote the popularization of high-power charging infrastructure.
Hot word 2: power battery
Power batteries account for about half of the cost of new energy vehicles, and the price fluctuations of lithium battery raw materials affect the supply of power batteries and the cost of new energy vehicles.
The data shows that the domestic battery-grade lithium carbonate price broke through 500,000 yuan / ton on March 2, up about 67% year-on-year. From 300,000 yuan / ton in January to 400,000 yuan / ton, it took only one month, and from 400,000 yuan / ton to 500,000 yuan / ton, it took only about 20 days, but the price of lithium carbonate in early 2021 was 50,000 yuan / ton. The huge price difference has brought about the price increase of power batteries and the high cost of car companies.
At present, the supply and demand situation of lithium resources is grim, and Zeng Yuqun, chairman of The Ningde Times, suggested that the exploration and development of domestic lithium resources should be accelerated to ensure the safety of the supply chain, while strengthening independent innovation and scientific and technological research, and improving the level of efficient utilization of resource recycling.
Yin Tongyue, chairman of Chery Automobile, said that the National Development and Reform Commission, the Ministry of Industry and Information Technology and other departments have formulated policies to incorporate new energy power battery materials into the management of national strategic reserve resources, set up special funds, support and encourage domestic enterprises to acquire foreign battery material resources, and ensure the safety of the new energy vehicle supply chain.
In addition, Dong Mingzhu, deputy to the National People's Congress, chairman of Gree, and Wang Fengying, president of Great Wall Motors, made suggestions on the safety of power batteries. Dong Mingzhu suggested that it is necessary to further improve the safety monitoring standards of power batteries, regulate the lithium battery recycling market, establish relevant regulations, and prohibit the illegal supply and modification of lithium batteries. Wang Fengying called for improving the carrying rate of thermal runaway protection technology and solving the safety problem of power batteries.
Hot Word 3: Strong "Core"
Earlier mentioned the power battery, which has to mention the important components of new energy vehicles - chips.
It is understood that if the number of chips required for traditional fuel vehicles in 2020 is 500, the number of chips required for new energy vehicles is 1000; the number of chips required for traditional fuel vehicles in 2021 is 600, and the number of chips required for new energy vehicles will increase to 1500.
Since 2021, the lack of "core" has been tight, and the cars of various car companies have been on the hot search due to the imbalance in supply, and now they have not been completely alleviated.
In this regard, Wang Fengying, deputy to the National People's Congress and president of Great Wall Motors, suggested that in the short term, we should give priority to solving the problem of "lack of core", but as far as the domestic situation is concerned, it is necessary to improve the industrial layout of chips in the medium term, achieve independent control, and in the long run, it is necessary to build a long-term mechanism for the introduction and training of industrial talents to achieve long-term sustainable development.
Chen Hong, secretary of the party committee and chairman of SAIC Motor, said that through policy guidance and multi-party coordination, it is necessary to establish unified technical specifications and standards for vehicle-level chips, 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.
Zeng Qinghong, secretary of the party committee and chairman of the board of directors of GAC Group, believes that China's automobile should first "strengthen the core" to strengthen the construction of the industrial chain of key auto parts, and should actively guide overseas auto chip companies to invest in China, strengthen node research, and make breakthroughs in the field of card neck such as automotive chip research and development, manufacturing, and packaging.
Hot word 4: new energy vehicle consumption
On March 5, Premier Li Keqiang of the State Council clearly proposed in the government work report that it will continue to support the consumption of new energy vehicles, strengthen the construction of the county-level commercial system, and develop rural e-commerce and express logistics and distribution.
On December 31, 2021, the Ministry of Finance, the Ministry of Industry and Information Technology and other four departments jointly issued the "Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022", which clearly mentioned that the subsidy policy for the purchase of new energy vehicles in 2022 was terminated on December 31, 2022, and vehicles licensed after December 31, 2022 will no longer be subsidized.
The high cost of core three electricity, the withdrawal of new energy vehicle subsidies, purchase taxes and other policies may change, and will increase the promotion and application of new energy vehicles. In this regard, Fang Yunzhou, deputy to the National People's Congress and chairman of United New Energy, proposed at the two sessions to extend the period for consumers to purchase new energy vehicles from purchase tax and consumption tax until December 2025. At the same time, it is recommended to give low-interest special loans or issue special bonds to new energy automobile enterprises to support the development of new energy automobile enterprises from another dimension.
In addition, Cui Dongshu, secretary general of the Association, also said that the expression of "continuing to support the consumption of new energy vehicles" in the government work report of the two sessions this year is a good signal to prove that the policy is sustainable.
Editor's Note:
The "two sessions" are halfway through the agenda and will be successfully concluded in Beijing. The proposals, suggestions and appeals on the development of the new energy automobile industry at the two sessions have basically been transmitted to the relevant ministries and commissions.
A thousand readers see a thousand Hamlets. The development of new energy vehicles at the two sessions is the strongest voice, some people heard the decision-making direction of enterprise development, some people heard about cost reduction and efficiency, and some people heard about safety issues. The crispest and loudest suggestion that tram resources hears is just two words: apply.
Whether it is to solve the dispute between the construction of the power exchange system and the layout of the fast charging network, or the autonomy of power batteries and chips, cost reduction and efficiency increase, or battery safety, vehicle networking network and data security issues, the final landing point is to accelerate the promotion and application of new energy vehicles.
The HKCC will raise its sales forecast for new energy passenger vehicles to 5.5 million units in 2022, and the overall sales of new energy vehicles is expected to be 6 million units. The market space is very large, the market pressure is also very large, not a company, a branch industry can support the development of the entire industry. The development of the industry depends on the board with the shortest barrel.
Make up for shortcomings, strengths and weaknesses, solid advantages, do you get it?