Sichuan vigorously promotes new energy vehicles, Shaanxi promotes the quality and efficiency of the new energy vehicle industry, and the full coverage of fast charging stations in the Guangdong Expressway Service Area in 2025... Recently, Beijing, Sichuan, Shaanxi, Guangdong, Chongqing, Henan, Guangxi, Tianjin and other provinces and municipalities have issued implementation plans for carbon peaking, taking automobiles as the focus of industrial carbon reduction, which has become a prominent feature in the implementation plans of many provinces and municipalities. As a result, it will also provide new opportunities and impetus for the transformation of the automotive industry and the transition to new energy.
Cars become the focus of planning
Promoting new energy vehicles and accelerating the construction of related supporting infrastructure are common features of the implementation plans of many provinces and cities to achieve carbon peaking.
By 2025, the full coverage of fast charging stations in highway service areas will be achieved, and by 2030, the proportion of new energy and clean energy powered vehicles will reach about 40%, and the sales volume of electric passenger cars will strive to reach more than 30% of the sales volume of new passenger cars... On February 7, the People's Government of Guangdong Province issued the Notice on the Implementation Plan of Guangdong Province's Carbon Peaking, proposing to vigorously promote energy-saving and new energy vehicles, study and formulate subsidy policies, and promote the electrification of urban public services and freight delivery vehicles. Gradually reduce the proportion of traditional fuel vehicles, promote the electrification of private vehicles, and orderly develop hydrogen fuel cell vehicles.
Vigorously promoting new energy vehicles has become a highlight of the implementation plan of carbon peaking in many provinces and cities. Recently, the Beijing State-owned Assets Supervision and Administration Commission issued the "Beijing Municipal Management Enterprise Carbon Peak Action Plan" clearly stated that the adjustment of vehicle structure, the continuous elimination of fuel buses, the "14th Five-Year Plan" period of Beijing municipal management enterprises affiliated buses, cruise taxis, new light sanitation vehicles, etc. fully realized new energy, logistics and distribution vehicles below 4.5 tons of truck passes basically use new energy vehicles, and actively layout urban highway charging and replacing and hydrogen refueling networks.
The "Shaanxi Province Carbon Peak Implementation Plan" released on February 17 proposes to optimize the energy structure of transportation vehicles and equipment, increase the elimination and scrapping of diesel trucks in accordance with laws and regulations, and promote heavy freight vehicles such as electricity and hydrogen fuel. Focus on urban buses, taxis and municipal vehicles, increase the promotion of new energy vehicles, and encourage the private sector to promote the use of new energy vehicles. Improve the level of electrification and intelligence of airport vehicles in Shaanxi Province, and by 2030, except for special vehicles, vehicles and equipment in airports will strive to fully realize electrification and intelligence.
The recently released "Chongqing Industrial Carbon Peak Implementation Plan" also pointed out that around green emerging industries such as intelligent networked new energy vehicles, clean energy and energy storage, we will continue to attract excellence and cultivate a number of large-scale green and low-carbon enterprises with strong competitiveness. Cultivate and create green and low-carbon factories and build green and low-carbon industrial parks. Support advantageous enterprises to create green supply chain management enterprises, support the promotion and application of new energy vehicles in the public and private sectors, improve infrastructure construction, and build demonstration projects such as the Sichuan-Chongqing "hydrogen corridor".
"Automobile is one of the important paths to achieve carbon peak and carbon neutrality, and the implementation plan for carbon peak issued by many provinces and municipalities takes this as the focus of planning, reflecting the layout direction of local support for the accelerated transformation and upgrading of the automotive industry and the path of new energy and green and low-carbon sustainable development." Lin Hongchang, a researcher at the New Energy Collaborative Innovation Center of Zhejiang University, said in an interview that the plans of these places are an important part of the implementation of the "dual carbon" goals and related plans at the national level, and will also provide pragmatic and strong support for the implementation of the national "dual carbon" goals at multiple "points".
The industry faces new opportunities
The implementation plans for carbon peaking issued by many provinces and municipalities have outstanding commonalities and practical recruitments. In the planning and layout of the automobile industry, from the development of new energy vehicles to infrastructure construction, and then to the layout of the industrial chain, many effective specific plans have been put forward.
In the scheme of many places, the development of new energy vehicles has attracted much attention, providing policy support for the acceleration of new energy vehicles. Among them, the recently issued "Sichuan Province Carbon Peak Implementation Plan" proposes to promote the low-carbon transformation of transportation vehicles and equipment, vigorously promote new energy vehicles, gradually reduce the proportion of traditional fuel vehicles in the production and sales of new vehicles and car ownership, and promote the electrification of urban public service and freight distribution vehicles; Steadily promote the pilot application of battery swap mode and hydrogen fuel cell in the field of heavy freight vehicles and operating buses; Promote the electrification and renovation of machinery and logistics hubs in major ports and ports, and vehicle equipment in the park, and basically achieve electrification by 2030.
"The direction pointed out in this covers the electrification of multiple scenarios and vehicles, and the application of hydrogen energy vehicles, which brings opportunities for the industrial development of these segments." Lin Sen, a researcher at Guangdong New Energy Vehicle Development Research Center, told reporters that it is wise for many provinces and municipalities to combine local industries and market conditions to carry out the practice of carbon peaking in the automobile industry. In terms of vehicle types, we should "take the right ride" and "business should do business", and start from reality in order to seize the opportunity and accelerate the implementation of tasks related to carbon peaking.
Crack charging anxiety, range anxiety... The construction of charging infrastructure for new energy vehicles has always attracted the attention of the whole society. "In 2025, the province's charging infrastructure will reach 48,000." As the basic work to promote the use of new energy vehicles, the recently released "Guizhou Province Energy Sector Carbon Peak Implementation Plan" proposed to actively carry out the construction of charging and swapping infrastructure, strive to build about 25,000 charging infrastructure during the "14th Five-Year Plan" period, further improve the convenience of charging facilities; build a high-speed charging network based on fast charging and a public charging network covering the city, county and township levels.
The reporter noted that in the carbon peaking action plans that have been introduced by many provinces and municipalities in China, most of the plans have deployed charging infrastructure construction. "The construction of charging infrastructure is an indispensable and important foundation for the wide application of new energy vehicles, promoting the development of related industries, and also providing new industrial opportunities for the accelerated evolution of charging infrastructure technology." Huatai Securities analyst Ling Yuebin told reporters that accelerating the development of charging infrastructure will undoubtedly relieve consumers' worries, so as to drive the development of the new energy vehicle industry and make tangible contributions to the realization of the carbon peak goal.
In addition to new energy vehicles and their charging infrastructure, the industrial chain layout of new energy and intelligent networked vehicles is also the focus of attention in the new round of local carbon peaking policies. The recently released Implementation Plan for Carbon Peaking in Jiangsu Province's Industrial Field and Key Industries proposes to cultivate and expand emerging industrial chains, strengthen basic research support, promote technology empowerment such as big data, artificial intelligence, and the Internet of Things, and continuously expand the scale of strategic emerging industries such as new energy vehicle manufacturing; Focusing on key areas such as smart grid, energy storage, and intelligent vehicles, cultivate a group of new energy equipment manufacturing leaders that lead the development of green industries.
"The implementation plan for carbon peaking issued by many provinces and municipalities has brought policy dividends to the development of the intelligent networked vehicle industry." Xu Shaoyong, an analyst at China Merchants Securities, told reporters that usually the carriers of intelligent networked vehicles are new energy vehicles, and the development of intelligent networked vehicles and new energy vehicles complement each other and promote each other. It has a guiding role in the layout of intelligent network and smart grid, and the construction of new energy vehicles and their charging infrastructure.
The "Shaanxi Province Carbon Peaking Implementation Plan" also clearly states that leading enterprises will be supported to expand and strengthen the auto parts remanufacturing industry, promote the recycling of retired power batteries, and build a number of demonstration projects integrating standardized recycling, sorting and dismantling, remanufacturing and high-value recycling.
"The carbon peaking plan almost involves the deployment of the entire industry chain and the whole life cycle of new energy vehicles." Lin Hongchang said that strengthening the auto parts remanufacturing industry and promoting the recycling of retired power batteries are all areas that the industry urgently needs to layout, and improving these work layouts can not only bring new opportunities to the industrial chain, but also lay the foundation for the sustainable development of new energy vehicles.
Enterprises consciously take responsibility
According to incomplete statistics, more than 20 provinces and municipalities in China have successively issued carbon peaking implementation plans, and before and after the intensive release of carbon peaking implementation plans in many places, relevant automotive industry enterprises consciously assume corresponding responsibilities in the implementation and actively formulate implementation plans, which has become a new landscape.
"The GAC Group will further increase the proportion of intelligent connected new energy vehicles and energy-saving vehicles." The relevant person in charge of GAC Group said that GAC Group has actively responded to relevant policies and has released the "GLASS Green Net Plan" to promote the simultaneous development of the two routes of "intelligence + electrification" and "intelligence + hybridization". According to the plan, the GAC Group aims to achieve 50% of its own brand NEV sales in 2025 and 50% of NEV sales by 2030. At the same time, the GAC Group will continue to develop alternative fuel models, including hydrogen power.
SAIC's relevant plan proposes that SAIC Motor will accelerate the research and development of new energy models, expand the new energy vehicle spectrum, and further upgrade the fuel consumption improvement technology of traditional engines to achieve a "double integration" balance. By 2025, SAIC Motor plans to sell more than 2.7 million new energy vehicles worldwide, accounting for no less than 32% of SAIC's vehicle sales, and achieve high-quality carbon peaking.
"More than 50 new energy models will be launched in 2025." Great Wall Motor proposed that through energy structure adjustment and low-carbon process application, it will establish a recycling system for the automotive industry chain around the whole life cycle of carbon emissions, reduce the input of high-carbon emission energy resources, promote electric energy substitution, and maximize economic, environmental and social benefits.
"In the future, low-carbon and green development will not only be the main theme of the automotive industry, but also the 'golden key' for the automotive industry to continue to rise." Lin Hongchang told reporters that nowadays, not only the carbon peaking plans of national ministries and local governments, but also automobile companies have consciously shouldered their social responsibilities and formulated sustainable development plans and plans, forming a good situation of consistent and coordinated implementation. The implementation of these actions and plans at all levels has consolidated a solid foundation for achieving the goal of carbon peaking and built favorable conditions for achieving the goal, which is of great practical significance.
Text: Zhao Jianguo Editor: Sun Huanyu Layout: Zhao Fangting
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