Author | Kevin Liu
Edit | Hao Qiuhui
Core ideas
Focusing on the two sessions of the National People's Congress in 2022, whether it is the head of the traditional main engine factory, the helmsman of the new force, or the investor, experts and scholars, topics such as "scientific and technological innovation", "new energy vehicles", "intelligent network connection" and "digitalization" have become high-frequency words for speech;
The 2022 National Two Sessions passed on the new wind direction of the development of the automobile industry: continue to support new energy vehicles, focus on power battery replenishment, automatic driving and chips;
At the two sessions of the National People's Congress in 2022, the proposal of the deputy of the "Car Circle" People's Congress effectively reflects the pain points and industry difficulties of automobile consumers, and the suggestions are more refined, reflecting the consensus of the industry.
On the morning of March 11, the Fifth Session of the 13th National People's Congress was successfully concluded.
Since 2009, China has become the world's largest automobile production and sales country, as a strategic and pillar industry of the national economy, the automotive industry is the focus of the proposals and proposals of the deputies and members of the two sessions.
In 2022, the "two sessions" time, there are only a lot more auto-related proposals.
Whether it is the head of the traditional main engine factory, the helmsman of the new force, or the investor, experts and scholars, when making suggestions and suggestions, topics such as "scientific and technological innovation", "new energy vehicles", "intelligent network connection" and "digitalization" have become high-frequency words.
This year's government work report involves a number of policy information related to the automobile industry, such as continuing to support the consumption of new energy vehicles; orderly promoting carbon peaking and carbon neutrality, building a green manufacturing and service system; enhancing the core competitiveness of the manufacturing industry, strengthening the supply guarantee of raw materials and key components; and launching measures to optimize vehicle testing and convenience.
The release of these official information indicates, to some extent, the new trend of the development of the mainland automobile industry, and further points out a specific path for the development of the industry.
Compared with previous years, from a comprehensive point of view, the representatives of the car circle of the two sessions this year fully condensed the needs of the industry, mainly around the "new energy vehicle consumption", "carbon neutral new energy vehicle three-electric capacity development" and "automatic driving and chip supply assurance" three aspects put forward relevant suggestions and measures, vividly presenting the development direction and future vision of the mainland automotive industry, but also reflecting the unique thinking path and practical methodology of individuals.
01 Support the consumption of new energy vehicles without wavering
In the two sessions in 2022, the embrace of new energy vehicles and policies and technology is more close, and the suggestions of car company representatives have also been transformed and upgraded, more comprehensive and more deepened, from subsidy decline to low-carbon emission reduction, a number of feasible suggestions have been put forward, showing new thinking and kinetic energy.
In short, with the current high-speed outbreak of new energy vehicles, in the context of a significant increase in penetration, the industry generally believes that the previously set target of 20% of domestic new energy vehicle sales by 2025 is expected to be achieved ahead of schedule.
In this year's government work report, it is clearly proposed to support the consumption of new energy vehicles and encourage local governments to carry out green smart home appliances to the countryside and replace old for new.
At the end of 2021, the "Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022" issued by the four ministries and commissions clearly pointed out that the subsidy policy for the purchase of new energy vehicles in 2022 will be terminated on December 31, 2022, and vehicles licensed after December 31, 2022 will no longer be subsidized.
In the case of a clear reduction in subsidies, coupled with factors such as rising raw material prices, many car companies are facing financial pressure and are brewing price adjustments.
In this context, during the two sessions of the National People's Congress this year, a number of people's congress deputies and CPPCC members in the automotive industry put forward many suggestions around the field of new energy vehicles. Among them, many of the recommendations are related to subsidies and consumption promotion.
Among them, Zeng Qinghong, deputy to the National People's Congress, secretary of the party committee and chairman of the board of directors of GUANGZHOU AUTOMOBILE Group, put forward the "Suggestions on Improving the Subsidy Policy for New Energy Vehicles".
Zeng Qinghong suggested:
Postpone state subsidies for one to two years, simplify the procedures for receiving subsidies in the early stage, and alleviate the financial pressure of enterprises;
At the national level, in the new era, consider adjusting the strategic direction of the subsidy policy for the promotion and application of new energy vehicles to achieve the purpose of "boosting consumption and encouraging construction";
Improve other incentive policies as soon as possible to ensure the effective and sustainable development of the market after the complete cessation of subsidies for new energy vehicles, and complete the goals of the 14th Five-Year Plan for the innovative development of new energy vehicles.
Based on the policy background of the double carbon target and the marketization of the national carbon trading arrangement, Yin Tongyue, deputy to the National People's Congress, secretary of the Party Committee and chairman of Chery Automobile Co., Ltd., proposed "Accelerating the Integration of New Energy Vehicles into Carbon Trading Management".
Yin Tongyue suggested:
Ministries and commissions such as the Ministry of Industry and Information Technology will focus on the effect of reducing carbon emissions of new energy vehicles in the use stage, and use it as a starting point to encourage traditional car manufacturers to transform the production of new energy vehicles, so as to further expand the scale of the new energy vehicle market;
Expand the scope of the carbon trading industry, including the automotive industry, and allow automotive companies to participate in CCER's entry into the carbon market for trading;
Encourage cross-industry enterprises to promote the realization of the national "double carbon" goal through carbon market trading, and the automotive industry will benefit from cross-industry carbon trading to transform the economic benefits of new energy vehicle production.
Zeng Yuqun, member of the National Committee of the Chinese People's Political Consultative Conference and chairman of the Board of Directors of Ningde Times, said that the development of new energy vehicles is of great significance to achieving the goal of "double carbon" and promoting the high-quality transformation of the industry. The gradual decline of national subsidies will lead to high costs for supply-side enterprises, and the enthusiasm for consumption on the demand side needs to be improved.
Therefore, he suggested deferring state subsidies for one to two years, and simplifying the procedures for receiving subsidies in the early stage to alleviate the financial pressure of enterprises.
Fang Yunzhou, chairman of Nezha Automobile, as a representative of the two sessions from the new car-making forces, also believes that the mainland should speed up the introduction of a package of support policies for new energy vehicles to promote the stable and healthy development of new energy vehicles.
Fang Yunzhou suggested that relevant government departments or entrust industry management departments set up virtual trading platforms or point pools to adjust the relationship between market supply and demand, regulate the equal proportion and equal price of enterprises to sell points, and stabilize the transaction price of NEV points at more than 2,000 yuan / point.
Shen Nanpeng, member of the National Committee of the Chinese People's Political Consultative Conference and founding and managing partner of Sequoia China, believes that the development of new energy vehicles provides a good example, that is, low-carbon and zero-carbon technologies can provide a better experience and lower cost while reducing emissions.
He suggested that the scientific foundation of the "double carbon" goal should be consolidated and the transformation of green and low-carbon technologies should be accelerated.
Shen Nanpeng believes that with the application of new technologies such as intelligent network connection and V2G in the future, the space for interaction between green energy and consumption scenarios will be further expanded.
02 Focus on power battery replenishment, multi-channel to ensure supply chain security
Under the background of the wave of "new infrastructure" based on the construction of infrastructure at the scientific and technological end and the dual-carbon target as a national long-term plan, if the emerging industry of new energy vehicles wants to go further in market regulation and prosperity, it is inseparable from the addition of upstream resources such as policy support and enterprise power, and its downstream links must also be able to drag down.
Statistics from the Ministry of Public Security show that by the end of 2021, the number of new energy vehicles in the country will reach 7.84 million, an increase of 59.25% compared with the previous year. Among them, there are 6.4 million pure electric vehicles, accounting for 81.63% of the total number of new energy vehicles.
In terms of new energy vehicle replenishment, charging and power exchange are becoming the main modes.
By the end of 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, and the number of substations was much slower than the layout of charging piles; only 13 of the number of public charging piles operated by national charging operation enterprises exceeded 10,000 units, accounting for 92.9% of the total, and the remaining operators accounted for 7.1% of the total. Far from meeting the demand for new energy vehicles.
At this year's national two sessions, the number of suggestions on the construction of new energy vehicle infrastructure and energy replenishment is also very considerable. The whole can be divided into two major "genres", one is to change electricity, and the other is to lay out fast charging facilities, represented by Li Shufu and Lei Jun, respectively.
Li Shufu, deputy to the National People's Congress and chairman of Geely Holding Group, brought the "Suggestions on Increasing the Construction of Electric Vehicle Replacement System".
In Li Shufu's view, the sustainable development of the power exchange model requires the cooperation of government authorities, industry associations and enterprises to jointly promote it.
Therefore, he proposes:
Accelerate the clarification of relevant provisions on the construction of substation replacement stations, the transformation of high and low pressure boxes, and the approval of land and construction;
Further improve the relevant policies and regulations for power exchange models;
Accelerate the standardization and generalization of power exchange modes.
At the same time, Li Shufu also brought the "Proposal on Promoting the Application of Methanol Vehicles to Help Carbon Neutrality in the Transportation Sector".
He proposed that the application of methanol vehicles be fully promoted in the mainland, methanol vehicles should be included in the development system and management of new energy vehicles, methanol vehicles should be given the same policy support as new energy vehicles, more enterprises should be driven to invest in the research and development of methanol vehicles, and carbon neutrality in the transportation field should be accelerated.
Comprehensively promote the application of methanol vehicles;
Give methanol vehicles the same policy support as new energy vehicles.
As a representative of the new forces that have just crossed the border to build cars, Lei Jun, a deputy to the National People's Congress and founder of Xiaomi, brought the "Suggestions on Accelerating the Construction of High-power and Fast Charging Infrastructure for New Energy Vehicles".
Lei Jun said that at present, high-power fast charging stations are mainly based on the independent construction of enterprises, and the construction layout, scale, technical indicators, etc. lack overall planning.
He suggested: Formulate a new generation of high-power fast charging network planning plan, clarify the key objectives such as construction scale, land use planning, charging capacity, etc., and strengthen the popularization of high-power charging infrastructure.
As the main raw material of power batteries, the price of lithium carbonate soared on the eve of the two sessions this year, and the supply and demand of lithium resources faced a severe situation, becoming a gray rhinoceros event in the new energy automobile industry.
This has triggered widespread concerns about supply security in the industry, and has also had a negative impact on the speed of the popularity of new energy vehicles.
In the face of challenges in the development of the industry, Chen Hong, deputy to the National People's Congress, secretary of the party committee and chairman of SAIC Motor, suggested that we should strengthen the layout of the industrial chain and the research and development and innovation of low-carbon technologies, and effectively integrate and control upstream resources such as lithium and cobalt to ensure the safety of the industrial chain.
Zeng Yuqun, member of the National Committee of the Chinese People's Political Consultative Conference and chairman of the Ningde Era, believes that there are still anxieties such as "charging difficulties" on the demand side of the development of new energy vehicles, and the enthusiasm for consumption needs to be improved.
Zeng Yuqun said in the "Proposal on Taking Effective Measures as Soon as Possible to Promote the Supply and Price Stability of Domestic Lithium Resources" that the current supply and demand situation of lithium resources is grim, and the development of the industry is facing challenges, and the exploration and development of domestic lithium resources should be accelerated to ensure the safety of the supply chain.
Based on this, Zeng Yuqun put forward three suggestions:
Establish a new energy storage capacity electricity price mechanism with reference to pumped storage, form a stable and reasonable income space, and build a fair competitive market development environment;
Multiple measures to ensure the security of lithium resource supply;
Press the "shortcut key" for lithium battery transportation, establish a credit-based supervision mechanism, cancel management restrictions such as high-speed prohibition at night, and promote the classification of battery transportation by scene control measures.
Yin Tongyue, deputy to the National People's Congress and chairman of Chery Automobile, suggested that the National Development and Reform Commission, the Ministry of Industry and Information Technology and other departments formulate 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.
03 Solve the problem of missing core "card neck" and reshape the intelligent network and automatic driving industry chain
In the past two years, when it comes to the challenges of China's auto market, it is impossible to avoid the "lack of core" as a roadblock, although the industry generally predicts that in the third quarter of this year, this "card neck" problem will be alleviated, but the Russian-Ukrainian conflict will consume a lot of the first-mover advantage accumulated by the mainland automotive industry under the wave of the new four modernizations.
China's travel industry has come to the eve of change, in terms of the uncertainty of the industrial chain and trade pattern, we must solve the problem of "lack of core" as soon as possible and take the "soul" into our own hands.
Based on this, Zeng Qinghong, deputy to the National People's Congress and chairman of the GUANGZHOU AUTOMOBILE Group, suggested that in the short term, it is necessary to coordinate and stabilize the market and ensure chip supply; in the long run, deepen the industrial layout and promote industrial development.
In the view of Wang Fengying, deputy to the National People's Congress and president of Great Wall Motors, in order to prevent overcapacity of new energy vehicles and focus on encouraging a group of Chinese car companies with independent innovation strength to "go global", it is currently necessary to:
Short-term priority to solve the problem of "lack of core";
Improve the industrial layout in the medium term and realize independent control;
Construct a long-term mechanism for the introduction and training of industrial talents to achieve long-term sustainable development.
Zhu Huarong, deputy to the National People's Congress and chairman of Changan Automobile, suggested that the legal and regulatory system of intelligent and connected vehicles should be improved to accommodate the development of emerging industries within a safe and controllable range; government guidance, regulatory protection, and standard unification should accelerate industry cooperation and break down data barriers; rationally formulate automotive data security and privacy protection requirements, establish credible automotive data circulation channels, and further promote the development of intelligent and connected vehicles while meeting data security requirements.
Zhang Xinghai, chairman of Xiaokang Group, put forward the "Proposal on Using National Strength to Promote the Solution of the Tight Supply of Vehicle-grade Chips", and he believed that it is necessary to open chip-related departments from the national level, including the design level, supply and demand level and technical standards, to solve the contradiction between supply and demand.
In addition to the chip problem, the team of cross-border car manufacturing in the automotive industry last year only increased, and Baidu, 360, Xiaomi, etc. are typical representatives of the forefront.
Among the many senior executives of science and technology innovation enterprises who have made suggestions and suggestions for the automotive industry this year, there are also potential players such as Dong Mingzhu of Gree Electric Appliances and Ding Lei of NetEase Group who have not yet officially announced their entry into the bureau of car manufacturing.
Their proposals are all focused on the field of intelligent networking, and automatic driving is also a high-frequency word that has been mentioned.
Take Li Yanhong, member of the National Committee of the Chinese People's Political Consultative Conference and chairman and CEO of Baidu, as an example, this is the seventh time that he has paid attention to topics related to "intelligent transportation", "automatic driving" and "artificial intelligence" in his proposal;
Robin Li believes that mainland autonomous driving has entered a critical period of landing, and technology has run and even led the world, but the development of high-grade autonomous vehicles in mainland China still faces many problems, including: can not enter the market, can not be licensed, can not operate charges, accident responsibility is difficult to determine.
In this regard, Robin Li made suggestions:
Support unmanned vehicles without safety officers on the road;
Revise the Road Traffic Safety Law to accelerate the large-scale commercial use of autonomous vehicles;
Moderately advance the construction of intelligent transportation infrastructure, through vehicle-road coordination to promote traffic efficiency and safety significantly improved;
Promote the intelligent transportation operator model, and guide the state-owned enterprises or platform companies in charge of the government to accelerate the construction of intelligent transportation operator functions or the establishment of specialized companies;
Establish evaluation standards for the benefits of intelligent transportation to help carbon emission reduction, and explore the evaluation of carbon emission reduction effects of new entities such as autonomous driving operators.
Although the development momentum of intelligent connected vehicles is gratifying, the Internet of Vehicles, as a new digital scenario, still faces huge security challenges. For example, if the various driving data recorded by the vehicle during the driving, if the vehicle is hacked into the vehicle, the function of the vehicle is maliciously controlled, which will have a great impact on personal safety.
Therefore, Zhou Hongyi, member of the National Committee of the Chinese People's Political Consultative Conference, founder and chairman of 360 Group, suggested:
Establish a "digital space crash test" mechanism and standard for intelligent and connected vehicles, and establish long-term standards;
Build an intelligent networked vehicle situational awareness system with the automotive safety brain as the core, and standardize the reporting behavior of automotive safety vulnerabilities.
In the second half of the competition with intelligent networking, car operating systems and chip key technologies as the core competitive elements, these people's congress deputies who are concerned about this have served as safety officers and supervisors of the scientific and technological travel track, providing special answers to how "smart cars" connect to "smart roads".
042020 Ask 2022, the car company big man proposed new energy in these two years
The country's positive attitude towards new energy vehicles has always been consistent.
At present, the growth of China's automobile market is still facing greater environmental pressure, and new energy products have ushered in an explosive period in China in the past two years.
According to the data of the Association, the wholesale penetration rate of new energy vehicles in January this year was 19%, but the sales of new energy vehicles in February still reached 320,000 units, an increase of 190% year-on-year, and the penetration rate reached 21.8%.
In terms of market performance in 2021, the production and sales of new energy vehicles in China were 3.545 million units and 3.521 million units, respectively, an increase of 159.5% and 157.5% year-on-year, respectively, and achieved the penetration rate target of 2025 in a single month.
The reason is that the car market has diverged in growth, traditional fuel vehicles have maintained steady growth, and new energy vehicles have also grown at a high rate.
Looking at the policy orientation of the two sessions, its attention to new energy vehicles can be traced back to the 2008 government work report. It was also in this year that "new energy vehicles" were included in the government work report of the two sessions for the first time.
Since the beginning of 2020, the severe situation of the epidemic and the downturn of the global economy have also directly affected the people's willingness to consume, and the sales of automobiles are also not optimistic. Supply and demand are integrated, affected by related uncertainties, the government actively applies policy measures such as car purchase subsidies, support for new energy vehicle sales, and vehicle purchase tax reduction and exemption to stimulate the consumer market.
At the Third Session of the Thirteenth National People's Congress that year, the government work report also reflected the tone of "seeking stability rather than seeking speed", no longer setting specific targets for the annual economic growth rate, but writing in many favorable measures with extensive positive impact.
Looking at the relevant proposals and proposals of the automotive industry, it basically focuses on further tax reduction and fee reduction, focusing on the industrial development trend of new energy vehicles, strengthening new infrastructure, stabilizing employment and promoting consumption, etc. Representatives of car companies have also commented on their own development, such as China's automobile brand construction and overseas development.
In the work report of the two sessions in 2021, the term "new energy vehicles" that has been cue for 13 consecutive years is no longer mentioned separately, but adopts a more internalized way to express implicit expectations.
Its alternative description has become: steadily increase the bulk consumption of automobiles, home appliances and so on, cancel unreasonable restrictions on second-hand car transactions, increase parking lots, charging piles, replacement power stations and other facilities, and accelerate the construction of a power battery recycling system. Solidly do a good job in carbon peaking and carbon neutrality and formulate an action plan for carbon emission peaking by 2030.
The representatives of car companies closely followed the five keywords of "strong core" strategy, automatic driving, intelligence, data security, and "carbon neutrality" to give speeches. Boosted by the trend of intelligence and networking, the landing effect of these proposals and the growth of China's auto market last year are mutually corroborated, and the trend of market recovery is becoming more and more obvious.
Behind the frequent mention in official reports is the continuous support of the central and local governments for the new energy automobile industry.
05 Conclusion
As a concentrated representative of the in-depth implementation of innovation-driven development strategies and the construction of a high-quality development pattern, this year's automobile travel is undoubtedly a major format where hot words converge.
In the change of times, new forces will always emerge, and endless problems will arise.
China's automotive mobility market, whether it is the road of energy transformation or product transformation, there are still many obstacles that need to be broken.
Looking at the above proposals of the NPC deputies at the two sessions, they all reflect the pain points encountered by consumers and the difficulties of the industry.
The suggestions put forward by the deputies this year are also more elaborate and concrete, reflecting that the industry has a consensus and a clear plan for the development route of the industry.
After the eclectic consensus, it is to seek innovation and change.
In the future, in the fields of electrification, digitalization and intelligence, the automobile travel industry will also take scientific and technological innovation as the keyword, lead high-quality development, and create the core competitiveness of the industry.
In 2022, the double helix of industrial innovation built by technology and commerce is restructuring the DNA of the global economy, and the global automotive and mobility industry has entered a new stage. Focusing on multiple industrial central words such as intelligent and digital interaction, new energy, low-carbon innovation, and cross-border, we are experiencing a large-scale industrial "acceleration" experiment: technology iteration and application are accelerating, commercial landing and model transitions are accelerating, and market competition and globalization are accelerating... When we look back at the economics and latitude of industries such as autonomous driving, intelligent vehicles, new energy, and travel technology, we can see the future trend, and the industry trend has been determined in many uncertainties.
In this context, the GTM2022 Global Technology Mobility Summit , autonomous driving online forum, organized by EOU EquitOcean, will be officially held on March 23.
The 2022 Global Autonomous Driving Online Salon was built by EqualOcean Auto, a technology travel output innovation service platform under Ego InteractiveOcean, and this event set up a total of four types of agendas, focusing on the development route of leading players in the autonomous driving industry in the world today, capital market performance, valuation logic differentiation of commercial landing and future competitive trends, through a series of keynote speeches and high-end dialogues, from shallow to deep, from micro to macro, From individual to ecology, we will gain insight into the development status of the world's autonomous driving industry, analyze the development opportunities and challenges of the mainland in the autonomous driving track, and judge the development trend and value trend of the industry.