The two sessions in 2022 have entered the countdown stage, and deputies to the National People's Congress and members of the Chinese People's Political Consultative Conference have made suggestions and suggestions during the meeting, and put forward many valuable opinions and suggestions. As an important national pillar industry in the mainland, automobiles have also been the focus of the two sessions.
So, in the two sessions in previous years, what changes have taken place in the topics related to the automobile industry? How much have they achieved? Today, we will count down the time to the spring and autumn, to see what great changes have taken place in the automobile industry in the past ten years, and what kind of industrial development direction and thinking do the relevant topics of the two sessions indicate?
"Developing new energy" runs through the ten years of the two sessions
Since "new energy vehicles" were written into the government work report in 2008, this label has always run through the two conference topics and has become the top priority in the development of the automotive industry.
In 2013, Xu Heyi, then chairman of BAIC Group, pointed out in an interview during the two sessions that solving the problem of charging is the core of the promotion of new energy vehicles. Today, the number of charging piles in China has increased to 2.617 million units, of which the Beijing-Tianjin-Hebei, Yangtze River Delta and Pearl River Delta regions have become key areas for new energy vehicle consumption, and the infrastructure facilities are becoming more and more perfect.
In the following years, in Xu Heyi's proposals for the two sessions, "new energy" has become the focus of research: "Beijing pure electric new energy vehicles will increase their use (2015)", "China's development of new energy vehicles is promising (2016)", "accelerate the construction of basic charging facilities (2018)", "guide enterprises to replace traditional logistics vehicles with new energy logistics vehicles (2019)", etc.
In 2014, Ouyang Minggao, an expert in automotive power systems, said that the domestic electric vehicle market has shown a good momentum of development, and boldly predicted that the development of pure electric vehicles will at least double within the year. According to data from the China Automobile Association, the sales of pure electric vehicles in the mainland were 45,048 vehicles that year, an increase of 208% over the same period last year.
In the same year, Li Shufu, chairman of Geely Holding Group, pointed out in an interview with the media during the two sessions that the automobile has moved from the 1.0 era of machinery and the 2.0 era of electronics to the 3.0 era of intelligence. Overall, the overall development direction of the automobile industry is definitely to move from pure internal combustion engine technology to oil-electric hybrid technology, and finally to full electrification.
Zhang Baolin, then president of Changan Automobile, also said that in 2014, with the improvement of automotive technology and production technology, product costs will continue to decrease, and the cost performance of pure electric vehicles will be higher in the future.
During the two sessions in 2015, Premier Li Keqiang of the State Council proposed that manufacturing is my dominant industry, and it is necessary to implement the "Made in China 2025", adhere to innovation-driven, intelligent transformation, strengthen the foundation, and green development, and accelerate the transformation from a manufacturing power to a manufacturing power. This government work report brings a new term "Made in China 2025" to people's eyes for the first time. At the same time, "promoting new energy vehicles" has also become one of the focuses of the work report of that year.
In 2016, "new energy" once again became a hot proposal of the two sessions, Li Shufu pointed out that according to the mainland's energy structure and market status, it is urgent to take the road of energy diversification to alleviate the challenges of energy security, improve the quality of the air environment, and promote the healthy and sustainable development of the mainland economy. Since then, Li Shufu has reiterated in the proposals of the two sessions many times, proposing to fully promote the application of methanol vehicles.
2017 is also a year to focus on the development of new energy, not only that, the construction of charging infrastructure has also become a hot topic of discussion among deputies and committee members. Liu Chongxi, then deputy general manager of China Automotive Industry Engineering Corporation, suggested that the construction of charging and swapping infrastructure should be increased to promote the application of the new energy vehicle market, including supporting the state grid, China Southern Power Grid and other traditional power supply central enterprises to increase the construction of charging and swapping infrastructure, and encouraging traditional automobile energy supply central enterprises such as Sinopec and PetroChina to participate in the construction of charging and swapping infrastructure.
In 2018, the mainland new energy automobile industry system has been basically completed, and the innovation ability has continued to improve. Wang Fengying, president of Great Wall Motor, has also put forward proposals related to new energy vehicles for two consecutive years. She called for the construction of a market environment for fair competition and unified standards for new energy vehicles from the level of regulations and policies, and straightened out the development environment of the entire new energy vehicle ecological chain.
In 2019, the proportion of new energy proposals in the automotive field reached 43.5%, accounting for almost half of the automotive proposals. Zhang Xinghai, chairman of Chongqing Xiaokang Industrial Group Co., Ltd., also proposed to break the local protection of new energy in 2018 after Wang Fengying proposed to break the local protection of new energy, and once again proposed that the state clean up local protection clauses, clearly prohibit any form of local protection measures after the gradual withdrawal of subsidies, and break down local protection barriers for new energy vehicles.
In 2020, Zhu Huarong, president of Changan Automobile, Zeng Qinghong, chairman of GUANGZHOU AUTOMOBILE Group, Xu Heyi, then secretary of the party committee and chairman of BAIC Group, Yin Tongyue, secretary of the party committee and chairman of Chery Automobile, and Wang Qi, chairman of Sichuan Qiyang Automobile Group, all proposed in the proposal to vigorously promote the development of new energy vehicles and once again clarify the future development direction of the automotive industry.
In 2021, the "new energy vehicle" label "disappeared" for the first time since 2008 in the government work report, but it was replaced by its related parking lots, charging piles, power battery recycling, etc. The new energy automobile industry has never left the vision of the two sessions.
In 2022, "new energy vehicles" once again entered the government work report, releasing a positive signal to maintain the continuous stability of the policy. Zeng Qinghong, chairman of GAC Group, also suggested at the two sessions that the state subsidy be postponed for one to two years, simplify the procedures for receiving subsidies in the early stage, and alleviate the financial pressure of enterprises. To a certain extent, it reflects the urgent desire of the deputies and members of the two sessions of the automobile industry to maintain policy stability.
"Intelligent" into the two sessions time
In 2013, Baidu founder and CEO Robin Li attended the conference for the first time as a member of the Chinese People's Political Consultative Conference, which received a lot of attention from inside and outside the industry. Since then, the changes in his proposals have also shown the development trajectory of the Internet industry.
"When I first attended the CPPCC meeting 10 years ago, the Internet was still a relatively niche thing." Reviewing the 10-year history of participation, Robin Li pointed out, "After 10 years of development, digital economic forms such as the Internet now account for more than 30% of China's total economic output. As a practitioner, I feel both a great responsibility and a great excitement. ”
At the technical level, some institutions predict that in 2024, China's proportion of the global artificial intelligence market will reach 15.6%, becoming an important driving force for the growth of the global market. For the development prospects of AI in China, Robin Li is also full of expectations, and put forward proposals on intelligent transportation at the two sessions this year, hoping to improve social efficiency and safety in the future.
At present, Baidu Apollo has industry-leading technology and mature autonomous driving solutions, with a total test mileage of more than 21 million kilometers, and its autonomous driving travel service platform "Radish Run" has opened manned test operation services in seven cities: Beijing, Shanghai, Guangzhou, Shenzhen, Chongqing, Changsha and Cangzhou.
At this stage, intelligence and electrification complement each other and are at a new starting point for rapid development. Although the vehicle is subject to the impact of chip shortage and the development speed has slowed down, intelligence is still accelerating. As automotive hardware gradually enters the era of standardization, many new players have entered the game of car manufacturing, in addition to Baidu, Xiaomi, 360, Sony and other technology companies cross-border car manufacturing has become the norm. Traditional car companies are also gradually letting go of their car-making advantages, while striving to lack some shortcomings under the trend of intelligence.
In 2016, Li Shufu first mentioned automatic driving in the proposal of the two sessions, calling on the mainland to carry out legislative plans as soon as possible, combined with our special national conditions, and constantly amended in judicial practice.
In the same year, Robin Li also added automatic driving to the proposal for the first time, and for seven consecutive years since then, Li Robinhong's proposal every year is closely related to automatic driving. At this year's two sessions, he once again pointed out that the mainland's automatic driving has entered a critical period of landing, technology has run and even led the world, and it is necessary to further break through the policy bottlenecks that are incompatible with technology and industrial development, and stimulate innovation capabilities in the field of automatic driving.
In addition, with the deepening of the degree of intelligence of automobiles, the digital safety of vehicles has also become the focus of heated discussion among deputies and committee members. Zhou Hongyi, founder of 360 Group, put forward special suggestions at the two sessions last year and this year, emphasizing the need to pay attention to the digital security issues in the field of intelligent cars and the Internet of Vehicles, which have developed rapidly in recent years. Statistics from the 360 Internet of Vehicles Security Laboratory show that among the 53 models of 25 domestic car companies that sell intelligent networked cars, 360 companies have found more than 1600 vulnerabilities. It can be seen that the safety of intelligent networked vehicles has been urgently valued and solved.
"Lack of core" has become a new hot spot
During the two sessions in 2012, Zeng Qinghong, secretary of the party committee and chairman of THE BOARD of GUANGZHOU AUTOMOBILE Group, pointed out that it is imperative to develop independent brands and build an automobile power, and he believes that local automobile enterprises in the mainland have done a good job of accumulation, and independent innovation is the only way to strengthen independent brands. Looking back now, this proposal is indicating that local car companies continue to promote the upward development direction of the brand.
In the same year, Wang Fengying, president of Great Wall Motor, also made suggestions at the two sessions, hoping to clarify the strategic path of China's automobile internationalization and enhance the overall competitiveness of Chinese automobile overseas. This suggestion also provides a new guide to the innovative research and development path of independent brands. In 2021, the total export volume of mainland vehicles reached 2.015 million units, doubling the year-on-year. Among them, Great Wall Motors exported more than 140,000 vehicles, and its overseas sales have increased by leaps and bounds, making outstanding contributions to enhancing the overseas competitiveness of its own brands.
At the two sessions in 2020, Zhu Huarong, president of Changan Automobile, once again emphasized the urgent prospect of the development of Chinese brand vehicles. He pointed out that in the current world economic environment, the rapid improvement of Chinese brand car brand power will help stimulate China's economic growth, and suggested that at the level of large-scale activities or national behavior, more Chinese car brand image should be displayed.
At the end of 2020, a new problem emerged, and a severe shortage crisis broke out in chips. The crisis quickly spread across the globe, and the Chinese market was also severely affected. Affected by this, global automobile production will be reduced by about 11.31 million units in 2021, of which the Chinese automobile market will reduce production by about 2.148 million units, accounting for about 18.9%.
Industry insiders generally pointed out that the lack of core problems has gradually become the "card neck" link in the development of the mainland automobile industry, and Chinese brands continue to rise, and we must solve the serious problems in this link. Chips have also become one of the issues that representatives of the automotive industry will focus on in 2021.
Chen Hong, secretary of the party committee and chairman of SAIC Motor, pointed out that China has become the world's largest automobile market, and the trend of electrification and intelligence has promoted a significant increase in the number of automotive chips, but domestic vehicle specification chips still have problems such as small vehicle application scale, long vehicle regulation certification cycle, low technical added value, and high dependence on upstream industries. Therefore, Chen Hong suggested that on the basis of the support policies for consumer-grade chip companies, we should increase support for the vehicle-grade chip industry, so that vehicle and parts companies are "willing to use, dare to use, and take the initiative to use".
Yin Tongyue, secretary of the party committee and chairman of Chery Automobile, also agreed with this, and suggested clarifying the development goal of the localization rate of on-board chips, increasing the construction of the chip industry chain, key support and intellectual property protection; giving support to the chip industry, parts industry and vehicles from the standard, specification, talent and technical levels; giving policy encouragement and financial support in the ecology of the industrial chain to promote the integrated development of chip ecology and component ecology and vehicle ecology.
Zhu Huarong, chairman of Changan Automobile, also put forward suggestions on increasing the localization rate of vehicle-grade chips. He believes that once foreign-funded enterprises implement a technical blockade on China's local automobiles, Chinese automobiles will only focus on low-end areas, and it is recommended to formulate access and technical thresholds from the perspective of national and industry standards, strengthen the formulation of industry standards, and let vehicle companies dare to use localization chips.
Entering 2022, the shortage of chip supply in the automobile industry and other issues are still prominent, in the market environment of "lack of core and less electricity", the proposals of the representatives of the two sessions have once again put the issue of chip localization on the table. The localization of vehicle-grade chips, especially large-scale car-grade chips, is imminent.
Wang Fengying, president of Great Wall Motor, who is deeply troubled by the lack of cores, brought the "Suggestions on Promoting the Rapid Development of China's Automotive Grade Chip Industry", hoping to solve the current problem of limited domestic car chips through three stages: give priority to solving the problem of lack of cores in the short term; improve the industrial layout in the medium term to achieve independent control; and build a long-term introduction and training mechanism for industrial talents to achieve sustainable development.
Chen Hong, secretary of the party committee and chairman of SAIC Motor, suggested strengthening policy guarantees to promote the development of domestic large computing power chips from the perspective of "industrial chain replenishment chain and strong chain".
In addition to Wang Fengying and Chen Hong, Zeng Qinghong, chairman of GAC Group, also made suggestions, hoping that the government would encourage and support chip companies to innovate independently, and promote the establishment of a standard system and identification test system for domestic vehicle-grade chips. Zeng Qinghong said that only the government and R & D institutions, enterprises work together to truly solve the chip bottleneck problem and promote industrial development.
epilogue:
The two sessions in 2022 are coming to an end, and the suggestions and suggestions on the automotive industry have basically come to an end. Looking back on the development of the past ten years, the automotive industry is in the key node of undertaking the national "double carbon" goal and opening up the upgrading and transformation of the manufacturing industry, in addition to the general trend of electrification and intelligence, independent brands continue to rise, and are also promoting the continuous evolution of the automobile industry towards a new form.
In the face of great opportunities and challenges, the suggestions of the deputies and members are also subtly changing and influencing the development direction of the automotive industry, and I believe that the future automotive industry will surely achieve high-quality, healthy and sustainable development.