The significance and future vision of the development of new energy automobile industry

We will follow the rules governing the development of emerging industries and properly handle the relationship between the government and the market. In the early stage of the development of the new energy automobile industry, there are problems of immature products, technology and infrastructure, and consumers' awareness of products is not enough. Demonstration pilots, government subsidies, and public fleet procurement have become the "troika" driving the rise of market size. As the new energy vehicle market gradually formed a scale, China did not have a consistent policy of letting the industry lie in the hotbed, but quickly turned to energy-saving emission reduction oriented regulations and standards and market incentive oriented double points policy. Policy-driven and market mechanisms continue to stimulate industrial vitality, providing a valuable reference for the structural reform of other emerging industries.

Adhere to multi-department cooperation, and deal with the problem of collaborative management in the process of industrial development. New energy vehicles have changed the scope of industry and management, and China has formed a horizontal coordination and vertical management mechanism, and various departments have worked together to play a baton role in industry, science and technology, finance and taxation, infrastructure, transportation, energy and other levels. Multiple departments worked together to promote macro-strategy formulation and top-level design, and resolved major problems and bottlenecks in the development process through inter-ministerial joint meetings and other systems; Each department shall formulate departmental plans and supporting policies and measures according to the division of functions, and pay attention to the coordination with related departments; Local governments have actively implemented it, forming strong support at the level of promotion and application and industrial investment.

We should adopt an open attitude to meet global competition and properly handle the relationship between independent innovation and open innovation. The market potential of China's new energy automobile industry and the restrictions on foreign ownership have been gradually lifted, setting off a wave of global new energy automobile and parts companies to invest in China. By 2025, global investment in the new energy vehicle industry is expected to be about 300 billion US dollars, of which 45% will go to China. The increasing degree of opening-up will further enrich China's new energy vehicle product selection, and also show the Chinese government's confidence in local technological strength.

The future vision of China's new energy vehicle development

On the basis of electrification, we are determined to achieve green. When the car is electric, the use of energy clean or not determines the nature of carbon reduction. Under the guidance of the "dual carbon" strategy, the collaborative development of the new power system with new energy as the main body and new energy vehicles has become inevitable. In the future, we must be determined to realize that electric vehicles mainly use clean electricity and achieve zero emissions.

Take electric as the starting point, and vigorously develop intelligence. The future competition on the new energy vehicle circuit will focus on intelligent networking, and more than 80% of the changes in the next generation of vehicles will come from electronic and electrical architectures, chips and software. In the future, the focus of industrial competition and the highlight of enterprise victory will be "electrification + intelligence", intelligence and electric will be deeply integrated, cross-border innovation will be more active.

Solving the short board of supply chain will become the focus of development. In the development process of new energy vehicles, China has basically built an autonomous and controllable supply chain system, but some core materials, chips, and equipment are still subject to people, such as cobalt and nickel resource imports reached 97% and 92%, the autonomy rate of automotive chips is less than 10%, and the risk of supply interruption caused by natural disasters, infrastructure obstacles or geopolitical friction still exists. For automobile enterprises, supply chain has become a strategic factor that determines the survival of enterprises. For the country, only by seizing the opportunity to accelerate the layout and accelerate the establishment of a strong automotive electrification intelligent supply chain can we truly realize an automotive power.

China will become the world's most competitive market for new energy vehicles. China, with its world's largest automotive incremental market and new energy vehicle market, will become a competitive place for automobile companies, multinational automobile companies will increase product launch, and in the next 5-10 years, China's new energy vehicle market will usher in a major industry reshuffle, some products and brands will be eliminated, and the market clearance speed will accelerate significantly. At the same time, some independent brands will further develop into global electric vehicle brands.