The New Energy Automobile Industry Is Moving Towards The Middle And Advanced Development Stage: New Forces Force Forces Reform, New Energy Promotes Carbon Emission Reduction

"In September 2019, the CPC Central Committee and the State Council issued the outline of building a transportation power. In February this year, the development and Reform Commission, the Ministry of industry and information technology and other 11 ministries and commissions jointly issued the innovation and development strategy of intelligent vehicles. In November this year, the state Council approved the development plan of new energy automobile industry (2021-2035) formulated by the Ministry of industry and information technology. Marked by these three important documents, China's new energy vehicles are moving from the primary stage of development to the medium and advanced development stage. "

On November 26, at the media communication meeting held by the China electric vehicle 100 people's Congress, Chen Qingtai, chairman of the China electric vehicle 100 people's Congress, pointed out that the three documents come down in one continuous line, and from focusing on solving the problems of electric vehicles such as three electric technologies, improving safety and solving the problems of short battery life, charging difficulty, expensive car purchase and insecurity, to paying more attention to the cooperation of related industries and higher technologies.

In Chen Qingtai's view, electrification has opened the prelude of a new round of automobile revolution, with which the new energy revolution and the new generation of mobile communication are paralleled and connected; the rapid development of mobile Internet, digital economy and artificial intelligence technology supports the automobile revolution. The integration and interaction between these factors and automobile reform provide technical basis and rich use scenarios for future electric, green, networked, intelligent and shared vehicles.

However, in the face of the deepening reform of the global automobile industry in 2020, the new challenges coming from the opening year of the "14th five year plan" in 2021, the new requirements of the new development pattern and the more complex growth environment, China's new energy automobile industry will also meet the unprecedented huge challenges.

In the next two years, it will become a crucial special moment for the development of China's new energy vehicle industry.

Therefore, how to further promote the development of low-carbon automobile industry is faced with a series of problems, such as how to further promote the development of low-carbon automobile industry under the background of "new energy infrastructure and large-scale development"; how to further promote the development of low-carbon automobile industry under the background of new energy development strategy and so on.

In the context of carbon neutral carbon emissions, new energy vehicles should be used to drive carbon emission reduction in the whole energy field. Visual China

Capital craze promotes industrial development

In November, driven by Tesla, listed companies of new energy vehicles have been making great progress in the capital market.

On November 9, Tesla ranked first independently with 390 billion US dollars, and its market value was ahead of traditional giants such as Toyota and Audi. On November 13, the "Three Musketeers", a new force of car making in China capital stock Co., Ltd., rose by more than 10% every day, and its share price reached a record high. Among the top ten companies in the US stock market turnover on the same day, there were four automobile companies. Except for Tesla, the other three are all Chinese auto companies. The trading volume of Weilai stock reached 27.404 billion US dollars, ranking first. Ideal ranked sixth and Xiaopeng ranked tenth.

On November 24, the stock prices of Weilai, idealized and Xiaopeng reached new highs again. Weilai shares reached 55.70 U.S. dollars, with a market value of 75.13 billion US dollars; Xiaopeng automobile increased by more than 71.1% in three days, and the market value reached 51.97 billion US dollars; the ideal share also reached 43.64 US dollars, with a market value of 36.5 billion US dollars.

It is worth noting that in the A-share market, the total market value of BYD, a leading new energy enterprise, once exceeded 500 billion yuan; Xiaokang shares also gained seven trading limits in eight trading days.

"The company's market value ranking does not exclude the influence of short-term factors, but largely reflects the expectations of mainstream consulting firms, analysts and investment institutions in the capital market." In this regard, Chen Qingtai pointed out that the capital market's recognition of new energy vehicles can be seen from the market value. It also shows that the automobile industry has entered a period of great changes, and the market position of automobile enterprises is being reshuffled, which also provides opportunities for the latecomers.

In Chen Qingtai's view, the new force of car making is the subversion of traditional automobile. Behind the good performance of the leading enterprises in the capital market, it is the recognition of the transformation of China's automobile industry.

"Although the scale of assets, production scale, sales revenue and profit level of the new forces are far less than those of traditional giant automobile enterprises, the new forces of automobile manufacturing in the United States and China are highly favored by the capital market, and objectively play the role of" incentive "and" reverse force. "

As a matter of fact, as of October 2020, China's new energy vehicle production and sales have achieved "double growth" month on month and year-on-year for four consecutive months. At the same time, China's automobile industry and products also began to show the characteristics of diversified development.

On the one hand, the intelligent electric vehicles represented by Tesla and Weilai are favored by consumers, and the reform of the automobile industry has accelerated into the middle and advanced development stage represented by intelligence and networking.

On the other hand, China's new energy vehicle market is showing the new characteristics of "hot at both ends, weak in the middle". Under the influence of consumer demand differentiation, the automotive market presents more and more obvious characteristics of stratification. The sinking market with cost performance as the advantage and the high-end market driven by user experience become the new track for enterprises to compete.

"At the beginning of the industrialization of new energy vehicles, the industrialization promotion strategy of" crowding at both ends "was put forward, that is, from both ends of buses and minicars, they were gradually squeezed into the car market in the middle. Now entering a new stage, there is also a new "two ends crowding" pattern, that is, from high-end and economical electric vehicles, the two ends are crowding into the market of middle cost-effective models. " Ouyang Minggao, vice chairman of China electric vehicle 100 people's Association, pointed out that great changes have taken place in the product structure of new energy vehicles from high-end Tesla to medium and high-end BYD to economic Wuling.

"It is expected that the production and sales of new energy vehicles this year will not change much compared with last year." In Ouyang Minggao's view, "although affected by the epidemic, the market is much better than we imagined, and the international judgment on the future is more optimistic than we imagined."

Industrial development drives energy revolution

"It is estimated that by 2030, the production and sales of electric vehicles in China will reach 15 million and the number of electric vehicles in China will reach 80 million. If this forecast is to become a reality, it will involve a series of problems, such as the adjustment of energy structure, the construction of smart grid, and the upgrading of transportation infrastructure. It will be a magnificent industrial revolution." Chen Qingtai pointed out.

Under the background of global green recovery of carbon peak and carbon neutralization, the next goal of new energy vehicle industry development is to drive the new energy revolution with new energy vehicles and achieve high-quality development.

On September 22 this year, the state leaders delivered an important speech at the general debate of the 75th session of the UN General Assembly, pointing out that "China will enhance its national independent contribution, adopt more effective policies and measures, strive to reach the peak of carbon dioxide emissions by 2030, and strive to achieve carbon neutrality by 2060."

As the world's largest automobile manufacturer and the largest automobile market, China's latest commitment to global carbon emission reduction will bring revolutionary changes to the global automobile industry pattern.

According to the data, China's current net carbon emission is 10 billion tons, equivalent to the global carbon emission target set by the Paris conference in 2050. In order to achieve carbon neutrality in 2060, i.e. zero net emissions. There is a certain pressure to achieve this goal, which means that new energy vehicles are more needed to store energy and decarbonize the energy system.

Ouyang Minggao stressed that the focus of new energy vehicles is new energy. Originally, we only talked about electrification, not energy. In the context of carbon emission and carbon neutralization, we must transform and emphasize new energy. New energy vehicles should use new energy and use new energy vehicles to drive carbon emission reduction in the whole energy field.

"In the context of carbon neutrality, the future is definitely to (develop) new energy vehicles, that is, from low carbon to carbon free, and finally to renewable energy." Ouyang Minggao pointed out.

Based on the characteristics and efficiency of renewable energy such as wind power, photovoltaic energy and hydrogen energy, Ouyang Minggao believes that at present, pure electric power has the highest efficiency and the lowest cost. At the same time, at this stage, charging and power exchange should be integrated and developed. For commercial vehicles, power exchange is a good business model. For private cars, charging is the best way to look at in the medium and long term.

In the field of commercial vehicles, Ouyang Minggao thinks that the next step is the development of hydrogen fuel cell long-distance heavy trucks, but it still needs to go through a stage, and the core problem is to solve the economic problem. At the same time, this year may be the first year for the electrification of heavy trucks. Based on the cost of energy use, electric trucks are expected to compete with diesel trucks commercially.

"In the long run, the new energy vehicle 2035 planning goal is to require new energy vehicles to become the main product of the market. According to the 2030 carbon peak 2060 carbon neutralization requirements, this goal must be achieved and achieved as early as possible." Ouyang Minggao pointed out that the arrival of carbon tax in the future will make the promotion of new energy vehicles more urgent, and the future development of new energy vehicles is expected to be better than expected.

"If the scale of new energy vehicles is realized, and then the new energy revolution is driven by new energy vehicles, the traditional automobile, energy and chemical industries will undergo earth shaking changes, which will truly realize the great change that has not happened in a hundred years since cars replaced carriages." In the end, Ouyang Minggao said.