One "expansion" and two "stability" help the auto industry to speed up



The automobile industry is an important pillar industry of the national economy, with a long industrial chain, high correlation and strong driving force, and plays the role of "ballast" for the steady growth of the industrial economy. Recently, the Ministry of Industry and Information Technology, the Ministry of Finance and other seven departments jointly issued the "steady growth of the automotive industry work Plan (2023-2024)", proposed that in 2023 the automotive industry operation to maintain a stable and good development trend, and strive to achieve annual car sales of about 27 million, an increase of about 3%. The added value of the automobile manufacturing industry increased by about 5% year-on-year. In 2024, the automotive industry should continue to operate within a reasonable range, and the quality and efficiency of the industry should be further improved.

"The plan involves the consumption and production of automotive products, product quality, innovation, development of key components, supply chain security and stability, and new energy infrastructure." Fu Bingfeng, executive vice president and secretary general of CAAM, said, "Each of these measures provides practical and feasible promotion plans, which will strongly promote the high-quality growth of the auto industry, and we are confident of achieving this year's target."

We will expand the promotion of new energy vehicles

New energy vehicles are the main direction of the transformation and upgrading of the global automobile industry and the green development, and they are also the strategic choice for the high-quality development of China's automobile industry. In the first seven months of this year, the production and sales of new energy vehicles in China exceeded 4.5 million, an increase of more than 40% year-on-year. Among them, 636,000 were exported, an increase of 1.5 times year-on-year, which has become a strong growth point of China's economy.

But growth is slowing as the sales base gets bigger. The "plan" clearly stated that the sales of new energy vehicles this year should reach about 9 million, an increase of about 30%, slightly exceeding expectations. "At present, the global economic recovery is weak, and the domestic industrial economy is under great pressure to stabilize growth. Further accelerating the promotion and application of new energy vehicles is of great significance to expand consumption, smooth the circulation and promote the sustained recovery of the industrial economy." Ministry of Industry and Information Technology equipment industry a director Wang Weiming said.

"Plan" proposed, on the one hand, to implement the existing new energy vehicle vehicle and vessel tax, vehicle purchase tax and other preferential policies, do a good job of new energy vehicle subsidy funds liquidation review, and actively expand the proportion of personal consumption of new energy vehicles; On the other hand, it is necessary to organize the pilot work of the pilot area for comprehensive electrification of vehicles in the public domain, accelerate the promotion and application of new energy vehicles in the fields of urban public transport, taxi, sanitation, postal express delivery, urban logistics and distribution, study and explore the promotion of zero-emission pilot projects for regional freight heavy trucks, and further improve the level of electrification of vehicles in the public domain. In addition, it is necessary to organize the activities of new energy vehicles to the countryside, encourage enterprises to develop more advanced and suitable models, and fully tap the consumption potential of rural areas.

"Automobile companies should deeply understand the needs of rural consumers, and develop and design products according to their requirements, and work hard in product appearance design, vehicle safety, charging safety and convenience, driving comfort and handling, and functional requirements." Xu Haidong, deputy chief engineer of the China Association of Automobile Manufacturers, said, "Take pickup trucks as an example, which can carry people and pull goods, and rural consumers may need such durable products more."

In addition, the "Plan" clearly encourages the application of new energy vehicle power change mode, and promotes the deep integration of new energy vehicles and energy. "The automotive revolution with electrification as its main feature and the energy revolution with the gradual increase in the proportion of new energy are happening simultaneously." The key question for us to address is how to promote the integration of the two." Zhang Yongwei, vice chairman and secretary general of the China Electric Vehicle 100 Association, said that the power change network is currently the energy security system that has attracted much attention in the field of commercial vehicles. With the fast charge network and the simultaneous construction of the power exchange network, it is conducive to the mutual support and integration of the two fields to become a new growth point.

Stabilize fuel vehicle consumption

China Automobile Association data show that in the first seven months of this year, China's automobile production and sales were 15.65 million and 15.626 million, respectively, up 7.4% and 7.9% year-on-year. Although the sales volume of the domestic automobile market in the first 7 months has increased significantly, the domestic passenger car market has not fully recovered after excluding the increase in exports and commercial vehicles, and the recovery pressure of the domestic passenger car market is still large.

"The traditional fuel vehicle market, especially the passenger car market, is relatively sluggish this year, which has a certain drag on the development of the entire industry." Fu Bingfeng explained that the reason is that on the one hand, the rapid growth of the new energy vehicle market has caused a large squeeze on the market share of traditional fuel vehicles; On the other hand, the progress of joint ventures in the transformation and upgrading of new energy vehicles is relatively slow, and the product competitiveness is insufficient, which also affects the stable growth of the traditional fuel vehicle market to a large extent.

Data show that from 2017 to 2022, China's fuel vehicle sales fell from 28.102 million to 19.977 million, with a sales reduction of 8.125 million; Sales of new energy vehicles increased from 777,000 to 6.887 million, and sales increased by 6.11 million, and the substitution effect of new energy vehicles was very obvious.

"Fuel vehicles are the basic plate, are livelihood models, and are still the biggest part of the auto market." Cui Dongshu, secretary general of the National Passenger Car Market Information Association, believes that it is necessary to grasp the consumption structure and rhythm, and calls for stable fuel vehicle consumption from the policy.

In response to this problem, the "Plan" clearly proposes to stabilize fuel vehicle consumption. Specifically, all localities are not allowed to add new car purchase restrictions, and a certain number of car purchase indicators are encouraged to increase on the basis of car purchase indicators in 2022 to further promote car consumption. At the same time, it is necessary to strengthen the monitoring of industrial development and the assessment of market dynamics, encourage conditional places to study and formulate relevant support policies under the premise of fairness, justice and openness, eliminate local protection behaviors, and maintain a unified national market.

"In addition, the" Plan "encourages enterprises to be green and low-carbon oriented, actively explore hybrid, low-carbon fuel and other technological routes, and promote the steady development of the fuel vehicle market; We encourage enterprises to increase the supply of high-end and customized products and tap the consumption potential of market segments." "Fu said.

Stable industrial chain and supply chain

"The supply chain is an important part of the technical system support and business activities of car manufacturers, and its strategic position is extremely important in the automotive industry and related industries." At the same time, supply chains are very globalised." In Fu Bingfeng's view, ensuring the stability of the industrial chain and supply chain is crucial to the steady growth of the automotive industry.

Zuo Shiquan, chief engineer of the equipment Industry Development Center of the Ministry of Industry and Information Technology, said that the "plan" will ensure the stability of the industrial chain and supply chain as one of the important measures, which is of great significance to the stable growth of the automotive industry, and is also an inherent requirement for the development and safety of the automotive industry.

"From the perspective of specific measures, the plan reflects the pragmatic arrangement of adhering to the concept of innovation and system." Zuo Shiquan explained that to play the role of smooth coordination platform of industrial chain and supply chain, guide the formation of long-term mechanism to stabilize supply, establish and improve the automobile industrial chain and supply chain security monitoring and evaluation of public service platform, early identification of supply chain security risks, these measures focus on ensuring the safety, stability and smooth of short-term automobile industrial chain and supply chain from the perspective of "keeping right". To promote the formation of collaborative innovation between large and small enterprises, and carry out the "1+N" manufacturing transfer and development docking activities, these two initiatives are specific measures for "innovation" to promote the resilience and security level of the industrial chain and supply chain in the medium and long term.

Zuo Shiquan said that the above measures are conducive to promoting the steady growth of the automobile industry from the supply side to ensure smooth flow, and are also conducive to strengthening the anti-risk ability of the whole automobile industry chain under the drive of innovation in the medium and long term, and continue to improve the resilience and safety level of the industrial chain and supply chain.