Source: Economic Daily - China Economic Network Guo Tao
Economic Daily - China Economic Network Haikou, January 10 (reporter Guo Tao) "I always believe that China's auto market is still in a long-term positive upward channel. At the 2020 (second) Haikou International New Energy and Intelligent Connected Vehicle Exhibition, which opened today, Wang Xia, president of the Automotive Industry Committee of the China Council for the Promotion of International Trade and president of the China Chamber of International Commerce in the Automotive Industry, delivered a speech on the theme of "Hope".
Wang Xia said that China's auto market has declined for 17 consecutive months since the second half of 2018, including new energy vehicles with a strong development momentum in previous years, which have also declined continuously since the second half of 2019, and it can be said that the entire auto industry has entered a period of deep adjustment. In such an environment, the whole industry is thinking, what will happen to China's auto market in 2020? What will happen to China's new energy vehicle market?
In Wang Xia's view, from a fundamental point of view, the just demand of China's auto market is not yet saturated, and the ceiling is far from appearing.
From the perspective of thousands of people, the United States is more than 4 times that of China, the European Union and Japan are more than 3 times that of China, and South Korea is more than twice as much as China, although it cannot be simply analogous, but in any case, the total number of Chinese cars still has a lot of room for growth, but it will no longer grow explosively like before, but a continuous, tortuous climbing process. On the other hand, the trend of consumption upgrading will continue to evolve, becoming the second pole of the growth of the automobile market, and together with the growth of the total amount, it will support the development of the entire industry.
From the supply side, continuous technological change has accumulated a strong potential energy on the product side, and continuous supporting investment has accumulated considerable resources at the use end, which will continue to transform into a strong attraction for consumers.
When new energy vehicles declined, many people complained that new energy vehicles were the demand of the government rather than the needs of consumers. China's new energy vehicle sales account for only about 5% of the total sales of the entire car, and only half of them are privately purchased, which seems to confirm the rationality of this complaint. However, we must see that with the entry of many new forces, the increase of investment in the research and development of electric vehicles by traditional Chinese car companies, and the acceleration of the pace of research and development of electric vehicles by multinational car companies, new energy vehicles are constantly making breakthroughs in both basic research and product applications. Once the breakthrough of technology reaches a certain boundary, performance and cost of comprehensive benchmarking of fuel vehicles, the pressure of subsidy decline will be resolved by the results of technological change, the needs of the government and enterprises will be transformed into the needs of consumers, and the activation of private purchases will promote new energy vehicles into a real golden age. In addition, the continuous investment of the state and social capital in infrastructure such as charging piles is also improving the consumer car experience, coupled with the ownership of 2 million vehicles and the continuous increase of 1 million vehicles, the new energy vehicle market will quickly reach the economic scale and form its endogenous development momentum.
The scene of the event
From the perspective of national strategy and industrial ecology, new energy and intelligent network related industries will continue to improve.
Recently, the Ministry of Industry and Information Technology, together with relevant departments, drafted the "New Energy Vehicle Industry Development Plan 2021 to 2035" to solicit opinions from the public. The "Draft for Comments" further clarifies that the development of new energy vehicles is the only way for China to move from an automobile power to an automobile power. In addition, although the national subsidy policy has declined, the requirements of the "double integral" policy have never been relaxed, and the preferential policies for new energy vehicles in the purchase and use of new energy vehicles are also continuing.
Intelligent networked vehicles are new industries with deep integration across industries such as automobiles, electronics, communications, road transportation, etc., and their development significance lies not only in the automobile industry itself, but also in the reshaping of the whole format and value chain system of the automobile and related industries, which opens up the value boundary for the traditional automobile industry with manufacturing as the biggest feature.
At present, China has put intelligent networked vehicles with energy-saving vehicles and new energy vehicles as an important strategic direction for the development of China's automobile industry, and has taken it as an important support for deepening supply-side structural reform and building a manufacturing power, a network power, and a transportation power, as an important engine for cultivating new momentum for economic development, and will form a sustained and effective driving force at the policy level. New energy and intelligent networked vehicles will take over the baton of smart phones and become the main carriers of new technology applications, the main force of consumption upgrading, and the main battlefield of industrial upgrading.
Finally, Wang Xia appealed, "We should not be intimidated by the difficulties in front of us, as long as we have firm confidence, base ourselves on the long term, and practice our internal skills, the next spring of the automobile industry will be waiting for us not far away." ”