Deputies and members of the two sessions "took the pulse" of the high-quality development of the new energy automobile industry

"Continue 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 ones with new ones." In this year's "Government Work Report", supporting the consumption of new energy vehicles, strengthening the supply guarantee of raw materials and key components, and the "double carbon target" (carbon peak, carbon neutrality), ecological environment and other related content have been highlighted many times.

Xu Haidong, deputy chief engineer of the China Association of Automobile Manufacturers, said in his interpretation of the "Government Work Report" that "continuing to support the consumption of new energy vehicles" is an affirmation of the development direction of the new energy automobile industry, an affirmation of the role of automobiles in driving consumption, and an expectation of new energy vehicle manufacturers.

Driven by multiple favorable policies, new energy vehicles have also entered the fast lane of vigorous development. In 2021, the production and sales of new energy vehicles reached 3.545 million units and 3.521 million units, respectively, an increase of 1.6 times year-on-year, and the market share reached 13.4%, 8 percentage points higher than that of the previous year.

At the same time, problems such as "lack of heart and less electricity" and rising raw material prices are still plaguing the development of the domestic automobile industry. The reporter of China Business Daily learned in the interview that during the two sessions of the National People's Congress this year, many representatives and members have made suggestions and suggestions for the development of new energy vehicles. Among them, improving the charging pile of new energy vehicles, the use of new energy clean fuels, strengthening the construction of the automotive chip industry chain, and promoting the development of intelligent and connected vehicles have become topics with a high "appearance rate".

Directly hit the electric vehicle energy replenishment "life gate"

The "Government Work Report" pointed out: "Focusing on the major national strategic deployment and the 14th Five-Year Plan, we will appropriately advance infrastructure investment." ”

Specific to the automotive industry, while the ownership of new energy vehicles is growing rapidly, the relative lag in charging infrastructure has cast a shadow on the development of the new energy automobile industry. According to data from the Ministry of Industry and Information Technology, as of 2021, the number of new energy vehicles in China is 7.84 million, but there are only 1.147 million public charging piles, and the proportion of pile vehicles is 1:6.8.

Ding Zuohong, member of the National Committee of the Chinese People's Political Consultative Conference and chairman of the board of directors of Yuexing Group, believed in the "Proposal on Including New Energy Vehicle Charging Stations as Public Infrastructure Construction in Urban Planning" submitted by the National Committee of the Chinese People's Political Consultative Conference that there is still a huge gap in the supporting facilities of new energy vehicles in the mainland. "The 'mileage anxiety' caused by the inconvenience of charging has become one of the 'life doors' of electric vehicles, and it has gradually become a major problem in the development of urbanization."

Focusing on the problem of charging infrastructure, Yin Tongyue, deputy to the National People's Congress, secretary of the party committee and chairman of Chery Automobile Co., Ltd., also proposed: "It is difficult to build piles in fixed parking spaces in some stock communities; the uneven heating and cold of urban public charging stations; the number of charging platforms is large and the start-stop and multi-channel payment have not been fully covered; the operation and maintenance of some charging piles are not timely, it is difficult to charge highways on holidays; and the slow charging piles and fast charging piles in the market cannot be used." ”

How to solve the problem of inconvenient charging of new energy vehicles? "Ministries and commissions such as the Ministry of Industry and Information Technology and the National Development and Reform Commission have strengthened top-level design to promote the solution of problems in the construction and operation and maintenance of charging infrastructure, and help the high-quality development of the electric vehicle industry." Yin Tongyue suggested that the Ministry of Industry and Information Technology study and improve the conversion, trading and dispatch mechanism of new energy vehicles and storage and discharge of green electricity, and at the same time explore the internal charging facilities of units and parks to carry out the pilot application of "optical storage charging and discharging" integration.

Ding Zuohong suggested that, first of all, government departments should include the construction of new energy public charging stations in the important content of urban planning and overall layout; second, government departments should subsidize public charging pile operating enterprises with difficulties in profitability; finally, the government should encourage new energy technology innovation, guide enterprises to increase charging technology research, and shorten charging time.

In fact, in addition to the charging mode, power exchange is also one of the important modes of energy replenishment for new energy vehicles. The data shows that in 2021, the number of charging piles in the country will be 2.617 million units, an increase of 55.7% year-on-year, but the number of substations nationwide is only 1192, and the replacement power stations are far slower than the layout speed of charging piles.

It is understood that Li Shufu, a deputy to the National People's Congress and chairman of Geely Holding Group, submitted the "Suggestions on Increasing the Construction of electric Vehicle Replacement System". Li Shufu believes that the sustainable development of the power exchange model requires the cooperation of government departments, industry associations and enterprises to jointly promote.

In this regard, Li Shufu put forward suggestions such as "the government should open up resource access and support for public parking lots, effectively and reasonably optimize the allocation of land resources; optimize the approval process for high-voltage new installation (capacity increase) of power exchange projects, implement the requirements for compressing the time limit for application, open up multiple households at one site, and accelerate the construction cycle".

Solve the core technical problems in many ways

Although the problem of car production cuts caused by the "chip shortage" has been alleviated, in the eyes of industry insiders, the shortage of chip supply will continue for some time.

The issue of chip supply is still a hot issue of concern to all sectors of society. On March 7, at a press conference held by the Information Office of the State Council, the relevant person in charge of the National Development and Reform Commission said: "Maintaining the stability of the industrial chain supply chain and smoothing the economic cycle is the key. At present, efforts should be made to solve the shortage of chips in manufacturing areas such as automobiles. In 2021, due to the influence of various factors, there was a shortage of chips in the world, and this year will focus on solving them. ”

The reporter noted that during the two sessions of the National People's Congress this year, there were also many suggestions made by a number of car companies "leaders" for the shortage of chip supply. Among them, Chen Hong, deputy to the National People's Congress, secretary of the party committee and chairman of SAIC Motor, suggested strengthening policy guarantees and promoting the development of domestic large computing power chips from the perspective of "industrial chain replenishment chain and strong chain".

Chen Hong suggested that through policy guidance and multi-party coordination, establish unified technical specifications and standards for vehicle-grade 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.

Zhang Xinghai, deputy to the National People's Congress and founder of Xiaokang Group, suggested that the competent department of automotive chips should be set up from the level of national ministries and commissions, and the top-level design and supporting measures for the development of the automotive chip industry should be formulated, and at the same time, resources should be coordinated and the research and development, manufacturing and application of domestic automotive chips should be coordinated and managed to ensure the active and steady and efficient development of domestic automotive chips and achieve domestic substitution as soon as possible.

In addition to the chip problem, there are also many representatives and members who offer suggestions and suggestions for the construction of new energy vehicle intelligent network connections. Fang Yunzhou, deputy to the National People's Congress and founder and chairman of Nezha Automobile, believes that in order to avoid smart cars from repeating the mistakes of smart phones being "stuck in the neck", it is urgent to immediately start the ecological construction with China's intelligent car operating system as the core.

To this end, Fang Yunzhou suggested: "It is necessary to strengthen key technologies such as the operating system kernel, improve independent research and development capabilities, develop an internationally competitive operating system, and provide technical support for technology and product innovation." ”

In Fang Yunzhou's view, it is necessary to incorporate the operating system into the national project, establish an ecological organization led by the national ministries and commissions, guide the industry and universities to overcome the key technical difficulties of industry, education and research, and create an operating system ecosystem, cultivate relevant talents of operating system software, and jointly promote the development and application of operating system by relevant enterprises.

Chen Hong also proposed to adjust and improve laws and regulations from the perspective of "intelligent and connected vehicle development" and accelerate the commercialization of the landing. Chen Hong said that in order to promote the faster development of intelligent and connected vehicles, especially to achieve the landing of automatic driving technology, it is also necessary to achieve breakthroughs in laws and regulations.

Boost the landing of the "double carbon" goal

It is understood that focusing on the "double carbon" strategic goal and promoting energy conservation and emission reduction in the automobile industry are also hot topics of concern to many representatives of the automotive industry.

In Chen Hong's view, the automobile industry to help implement the "double carbon" goal, not only to continue to expand the popularity of new energy products, but also to work together at the production end and the use end to promote the whole industrial chain to achieve green and low-carbon high-quality development.

Chen Hong suggested that, on the one hand, it is necessary to establish and improve policies and measures to support the low-carbon development of the automobile industry, introduce a special plan for the green and low-carbon development of the automobile industry as soon as possible, and accelerate the formulation and implementation of carbon emission standards for the whole life cycle of automobile products. At the same time, it is also necessary to 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.

In the process of promoting the implementation of the "double carbon" goal, the promotion and application of clean energy also plays an important role. Zhang Tianren, a deputy to the National People's Congress and chairman of Tianneng Group, submitted the "Proposal on Vigorously Developing Hydrogen Energy Multi-scenario Applications" to Promote "Promoting High-quality Industrial Development".

In Zhang Tianren's view, hydrogen energy is a strategic emerging industry involving two 10 trillion-level markets of energy and transportation, and is regarded as the clean energy with the greatest development potential in the 21st century.

However, the hydrogen energy and hydrogen fuel cell industry is still facing some problems in the process of high-quality development. Among them, the pace of industrialization of hydrogen fuel cell vehicles is slower. By the end of 2021, the number of new energy vehicles in the country will reach 7.84 million, while the sales of hydrogen fuel cell vehicles have only remained at the level of 1,000 for many years, and the current cumulative number of vehicles is 8400.

How to solve the above-mentioned industry problems faced by hydrogen fuel cell vehicles? Zhang Tianren said that it is necessary to refine industrial policies and introduce more powerful support measures to encourage the demonstration application of hydrogen fuel cells in more types of vehicles. By increasing financial subsidies, we will vigorously encourage the promotion and application of hydrogen fuel cells in medium and heavy trucks, and increase the proportion of medium and heavy trucks in new energy vehicles as soon as possible.

Li Shufu has focused on the promotion and application of methanol vehicles. "It is recommended to comprehensively promote the application of methanol vehicles in the mainland, include methanol vehicles in the development system and management of new energy vehicles, give methanol vehicles the same policy support as new energy vehicles, drive more enterprises to invest in the research and development of methanol vehicles, and accelerate the realization of 'carbon neutrality' in the transportation field."

Li Shufu pointed out that the development of methanol vehicles can promote the development of green methanol, drive the scale of green methanol, completely based on the actual conditions of the country, in line with the mainland's "double carbon" goal of orderly and steady advancement. "The development of methanol vehicles can ensure the energy security of the mainland, especially the liquid energy security of the transportation sector."