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

Highly understand the great significance of the development of China's new energy automobile industry

From the perspective of the automobile industry, the development of new energy vehicles has made China a big step toward becoming an automobile power. At the beginning of the 21st century, in the important period of the transformation of the automobile industry, China creatively combined the development of new energy vehicles with the promotion of industrial competitiveness, ensuring energy security, improving air quality and coping with climate change. From the "ten cities and thousands of vehicles" project, the development of new energy vehicles in China has gone through more than ten years, and remarkable achievements have been made. In terms of market size, China has become the world's largest electric vehicle market, with cumulative sales of electric passenger cars accounting for 45% of the world, and sales of electric buses and electric trucks accounting for more than 90% of the world. More public charging stations have been built than in the United States, Europe and Japan combined; With leading mass production power battery technology, it is the most active region in the world for electric mobility business model innovation. In the process of global vehicle electrification, China has taken the first step and achieved a first-mover effect, greatly enhancing the confidence of enterprises and the public.

From the perspective of innovation strategy, due to the integration of a large number of "non-automotive" technologies, the automotive revolution has led to an unprecedented technological innovation movement in the history of Chinese industrial development. As a symbol of the national industrial system, the automobile is an important scene for the application of new technologies. Vehicle electrification integrates the development and application of advanced materials and the manufacturing of sophisticated parts, and promotes each other with the upgrading of battery, motor and electronic control technology. The automobile is one of the most important application scenarios of the new generation of information technology, artificial intelligence, 5G, Internet of things, etc. A large number of "outside the automobile" technologies are applied to the automobile, which on the one hand has achieved the intelligent development of the automobile, on the other hand, the intelligence of the automobile has become the application stage of a large number of cross-border technologies, and the automobile has become an important force to accelerate innovation in other industries.

From the perspective of energy strategy, the automobile revolution has strongly promoted the energy revolution. Now China is facing the third energy revolution, the transition from fossil energy to renewable energy. It is expected that in 2035, wind power generation will account for more than 80% of the installed capacity and more than 40% of the power generation, and the cost of photovoltaic power generation and wind power can be reduced to 0.1-0.2 yuan/KWH. The current problem facing the new energy revolution is that the power generation cost of photovoltaic and wind power is low, but the utilization cost is still high, of which energy storage is the main bottleneck. In 2030, the number of electric vehicles is expected to exceed 80 million, and the energy storage potential will reach 5,800 GWH. The new energy vehicle composed of electrochemical energy power system is an important energy storage support for the development of renewable energy. The ongoing automotive revolution is greatly promoting the energy transformation and energy revolution by providing ultra-large-scale energy storage capacity.

From the perspective of dual-carbon strategy, the development of new energy vehicles helps to achieve carbon peak and carbon neutrality in advance. With the increase in the proportion of renewable energy generation, carbon emissions per unit mile of pure electric passenger vehicles will be reduced to 20g/km in 2035, more than 70% lower than in 2021. In 2035, new energy vehicles will achieve carbon emission reduction of about 200 million tons in the field of road transportation, with significant carbon reduction benefits.

Important experience in the development of China's new energy automobile industry

Respect the law of technological innovation and handle the relationship between various technological routes. During the "12th Five-Year Plan" period, after studying and determining the development trend of various technical routes, long-term energy saving and emission reduction benefits, and thinking about how to cultivate competitive advantages, China gradually defined the "pure electric drive" technology transformation strategy, and deepened the "three vertical and three horizontal" R & D layout. By the late "13th Five-Year Plan", China firmly grasped the trend of automobile intelligence, focusing on the strategic deployment in the direction of intelligent electric vehicles.

Respect the spirit of enterprise innovation, and handle the relationship between traditional cars and new forces in car manufacturing. China has broken the traditional policy and institutional barriers in the automobile industry and gradually established an industrial policy system conducive to technological progress and enterprise innovation. Especially in the early stage of electric development, allowing "cross-border car building" to fully absorb the wisdom of the industry, further stimulate the vitality of the industry. At the same time, through a series of policy incentives and constraints to promote the transformation of traditional automobile companies to electrification, some large automobile companies, especially some state-owned large automobile enterprises, continue to increase investment in the field of new energy vehicles, promoting the overall upgrade of the national 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.