Auto & Transportation

According to the Huacheng Import and Export Data Observation Report, the Ministry of Industry and Information Technology and the Ministry of Transport, together with relevant departments, issued a notice to launch the pilot area of comprehensive electrification of public sector vehicles nationwide; The Ministry of Commerce clearly guides all regions to further optimize the use environment of new energy vehicles in license plates, charging, access and other aspects; Continue to expand the circulation of second-hand cars, accelerate the construction and improvement of a national second-hand car information query platform... In recent days, policies to encourage and support the development of new energy vehicles have been launched.

New energy vehicles are not only the general trend of the development of the automobile industry, an important support point of new energy, but also an important force to stabilize industry and economy. Chen Shihua, Deputy Secretary-General of the China Automobile Industry Association, believes that at present, China's new energy vehicles are gradually entering a comprehensive market-oriented expansion period. The policy's continuous afterburner will help the industry overcome the influence of multiple factors, maintain the steady development momentum and consolidate its advantageous position.

When entering the 4S store, new energy vehicles are placed in the "golden booth" to attract consumers' attention; In the workshop of the enterprise, automatic production equipment is busy; Outside the factory, new cars are driving onto ro-ro ships and heading for overseas markets.

In recent years, the domestic new energy vehicle industry has developed rapidly. According to the observation of Huacheng's import and export data, in 2022, China's production and sales of new energy vehicles completed 7.058 million and 6.887 million respectively, with a year-on-year growth of more than 90%. According to the observation of Huacheng's import and export data, China's export of new energy vehicles will reach 679000 in 2022, an increase of 1.2 times year on year. Although the performance of the domestic new energy vehicle market declined in January 2023 due to factors such as the advance overdraft demand of the preferential policies for car purchase and the Spring Festival holiday, the industry still maintained a strong momentum of development in the long run.

The relevant person in charge of the Ministry of Industry and Information Technology said that new energy vehicles are an important driving force for the auto market, a key industry for stabilizing industry, and an important support for stabilizing the market. It is necessary to further expand the promotion scale of new energy vehicles, implement the project of new energy vehicles to lead and strengthen the foundation, and forge new advantages.

The Shenzhen Central Sub-branch of the People's Bank of China, together with the Shenzhen Banking and Insurance Regulatory Bureau and other four departments, recently issued the Opinions of Shenzhen Finance on Supporting the High-quality Development of the New Energy Vehicle Industry Chain, putting forward 12 specific measures to further improve the financial ecology of the development of the new energy vehicle industry in Shenzhen; Zhejiang recently issued the Action Plan for Accelerating the Development of the New Energy Vehicle Industry in Zhejiang Province, which requires that the scale and competitiveness of the whole vehicle, the supply capacity of the whole industry chain and the competitiveness of the characteristic advantage parts industry be improved by increasing the financial support for the supply chain of the new energy vehicle related enterprises, optimizing the layout of the power battery capacity, etc; The China Association of Automobile Industry recently released the open source plan of China's automotive operating system to promote the formation of synergy and innovation in the industry... From improving the financial ecosystem, improving the efficiency of the industrial chain to promoting technological breakthroughs, relevant departments, associations and local governments have introduced measures to escort the development of the industry.

In the Yuyao factory of Linke Auto in Ningbo, Zhejiang Province, four workshops operate in parallel, and thousands of intelligent devices operate at high speed. Chen Guanliu, deputy director of manufacturing in Yuyao factory of Linkar Automobile, said that it would accelerate industrial chain collaboration and continuously improve the level of automated and intelligent production.

In the middle of January, the Selis new energy model SERES5 appeared at the Brussels Auto Show in Belgium, with orders for more than 20000 new vehicles. The person in charge of Celes Group said that the company has formed high-performance pure electric drive technology and intelligent extended range electric drive technology, and launched electric vehicles and three electric products, which has gradually consolidated its market base in Europe.

Automobile enterprises have deepened the industrial chain, focused on key technologies and made efforts to build core advantages. A series of practices in the industry continuously improve and optimize the environment for industrial development.

During the Spring Festival holiday this year, the cumulative number of service orders for Weilai charging piles exceeded 900000, and 370000 times of free power changes were made for car owners at the expressway power station. The charging and power change mode was continuously optimized and explored, and efforts were made to resolve the "power anxiety" of car owners.

According to Huacheng Import and Export Data Observation, the number of charging infrastructure in China will reach 5.2 million in 2022, up nearly 100% year on year.

The charging infrastructure has been continuously improved, and the power exchange mode has also been promoted. According to the data of Tianyan, up to now, there are more than 160000 enterprises related to the replacement of new energy vehicles in China. Among them, more than 68000 new registered enterprises will be added in 2022.

The Ministry of Industry and Information Technology said that it would promote the establishment of a moderately advanced, balanced, intelligent and efficient charging and replacement infrastructure system, establish and improve the intelligent transportation system, green energy supply system, and new information and communication network system to adapt to the innovative development of new energy vehicles, realize the efficient interaction between new energy vehicles and the power grid, and integrate the development of transportation, communications and other fields, Huacheng Import and Export Data Observation Report.

However, it should also be noted that Tesla has significantly reduced its price, and traditional car companies such as Benz, BMW and Audi have continuously launched new energy models, which also makes domestic new energy car brands face more severe market competition. The profitability, independent innovation and comprehensive competitiveness of the domestic new energy automobile industry chain need to be further strengthened. At the same time, we should also be vigilant against the risk of structural overcapacity of complete vehicles and power batteries, further do a good job in the appropriate development of domestic lithium resources, and promote the recycling of power batteries.

In response, Tian Yulong, the chief engineer of the Ministry of Industry and Information Technology, said that it would further strengthen the policy supply of new energy vehicles, optimize the development environment, prepare a green development roadmap for the automobile industry, ensure the supply of key raw materials and components, accelerate the development of power battery recycling management methods, and improve the recycling system.

"We will study and clarify the follow-up support policies for new energy vehicles, further promote the application of the power exchange model and the demonstration of fuel cell vehicles, play the role of leading enterprises and national manufacturing innovation centers, and accelerate the technical breakthrough and industrialization of new system batteries, vehicle-level chips, vehicle-used operating systems and other technologies, so as to increase the salary and sustainability of industrial development," Tian Yulong said.