The 2020 National People's Congress, which was postponed due to the impact of the new crown epidemic, finally opened on May 21st.
As a pillar industry related to national economy and people's livelihood, automobile and transportation industry has always been a hot topic of the two sessions. This year's car market market more truly reflects that the automotive industry in the old and new momentum shift stall.
In this regard, this year's government work report, the car as a keyword again. "Strengthen the construction of new infrastructure, the development of a new generation of information networks, expand the application of 5G, the construction of charging piles, the promotion of new energy vehicles, to stimulate new consumer demand, help industrial upgrading," for this year's policy to set the tone.
Simply put, this year's top policy of the automobile industry is to promote consumption to benefit people's livelihood, adjusting the structure to increase the strength of the main guide. Benefit the people's livelihood, promote consumption focus on the present, in order to preserve the industry's basic disk; adjust the structure, increase the strength of the future, focus on intelligent, electrification and other automotive four development.
It is worth noting that new energy vehicles have once again become the focus of policy, and new infrastructure construction.
The new statement in the report also indicates to some extent that the new energy automobile industry, which has been subjected to policy "care" for nearly a decade, is about to move towards a new stage of quitting the "addiction to policy subsidies" and is basically in the front-end links of research and development, manufacturing, sales and so on. After the layout is completed, the policy is also continuing to sink to the back-end service, used car recycling link.
This shows that in the policy to stimulate demand and new car supply improvement, new energy vehicles is still the most growth segment.
But in the overall car market downturn, policy support for the backward trend, as the main body of the new energy automobile industry, car companies, inevitably need to quickly form a "hematopoietic capacity", and jump out of the concept of traditional automotive products, horizontal with the power of the new infrastructure, and the formation of the Internet and other industries to interact with the two-way, to stimulate the user's
The new energy automobile industry, as the main body of the new energy automobile industry, must be formed quickly. For intelligent travel, intelligent and other areas of new demand, so as to complete the sales volume and technology industry upgrade.
In the face of the new situation and new challenges, this year's two sessions of the representative of the motions and proposals submitted on new energy vehicles, travel industry is particularly concerned by the public. We have combed through the proposals of many entrepreneurial representatives, from which we summarize the main points of each, as detailed below.
Calls for reform of tax policy
In April this year, domestic auto sales just halted a losing streak, up 4.4 percent year-on-year. Representatives of the two sessions of the automobile industry, the most worrying is undoubtedly how to stabilize auto consumption. The impact of the epidemic, so that the two sessions of the delegates have more pressure and more adequate motivation to discuss the reform of no man's land.
National People's Congress, the 18th into the two sessions of the Geely Holding Group Chairman Li Shufu, aimed at the post-epidemic era of the resumption of production gradually completed, the consumption of the crux of the urgent need to be released, and the National People's Congress, Great Wall Motors President Wang Fengying, co-submitted the "purchase of vehicles from the central tax to the central local *** enjoyment of the tax," the proposal.
They called for changing the vehicle purchase tax from a central tax to a central-local *** enjoyment tax, with a *** enjoyment ratio of 50:50, and using the adjusted local revenue from the vehicle purchase tax in an appropriate proportion for the research and development of new technologies by automobile enterprises as well as the promotion of automobile consumption.
"Over the years, the macroeconomic environment, the automobile industry itself has undergone tremendous changes, vehicle purchase tax should keep pace with the times, timely adjustment, and play the role of vehicle purchase tax in the organization of fiscal revenues and economic regulation in two aspects." They believe that increasing local fiscal revenues can stimulate local enthusiasm for boosting auto consumption.
And in the proposal of "moving the collection of automobile consumption tax back to the sales link and realizing the central and local **** enjoyment", Li Shufu proposed that the collection of automobile consumption tax should be moved from the current production link to the sales link and suggested that the central and local governments should "enjoy the tax on a fifty-fifty basis".
Zhejiang Securities report shows that after the epidemic, local consumption stimulus policy for sales stimulus immediately, part of the first implementation of subsidized policies in areas such as Hunan, Jilin, Beijing, Jiangsu and other places in April sales situation improved significantly.
In addition, the tax reform can not only stimulate local auto sales, but also stimulate the local construction of urban roads, parking lots, charging piles, vehicle and road infrastructure, thus feeding the automotive industry's "new infrastructure", intelligent transportation and the construction of smart cities.
In addition to actively advocating tax reform, representatives of automobile companies can be said to be active thinking in order to promote automobile consumption.
National People's Congress deputies, SAIC Group party secretary, chairman Chen Hong on the "phase relaxation of employees' housing fund withdrawal restrictions to promote consumption of the proposal", can be appropriately relaxed the scope of the use of housing fund, allowing the withdrawal of provident fund for the purchase of cars.
National People's Congress deputy and Xiaokang stock chairman Zhang Xinghai believes that the promotion of automobile consumption policy concessions need to be strengthened, he suggested that for the displacement less than or equal to 1.5 liters of small cars, you can reduce or waive the purchase tax, and at the same time reduce or waive the interest on the loan to buy a car.
National Committee of the Chinese People's Political Consultative Conference (CPPCC) member and chairman of Guangzhou Automobile Group Zeng Qinghong gave a big summary of the suggestions: "Promote the implementation of various policies and measures to reduce the overall tax burden on automobile consumption and lower the cost of purchasing a car; improve the environment for automobile consumption, expand consumption channels, and increase support for automobiles going to the countryside to stimulate consumption; vigorously develop the market of second-hand car trading, and actively solve the problem of 'parking difficulties'. 'parking difficulty' and 'charging difficulty' problems."
Focus on upgrading the new energy vehicle industry chain
If the proposal to promote auto consumption is for the auto industry to figure out the eye; then the proposal to focus on the upgrading of the new energy vehicle industry is to seek the future for the industry.
April 2020, the decline of the new energy vehicle market, although all narrowed, but the overall market downtrend, a high probability will not stop there. Coupled with Tesla, Volkswagen, Toyota and other foreign-funded electric vehicles, began to enter the domestic market in a big way, which means that the upgrading of the new energy industry, not only requires breakthroughs in industrial technology, but also the need to optimize the integration and upgrading of the industry chain within.
The China Automobile Dealers Association's June 2019 report on China's automobile value preservation rate shows that the average value preservation rate of three-year old pure electric new energy vehicles is 34.2%, which is much lower than that of traditional fuel vehicles. This is because, unlike traditional fuel vehicles, the procurement cost of the three electric systems has accounted for 3-4% of the entire vehicle cost of pure electric vehicles, and the decline in the residual value of these components has a direct impact on the residual value rate of used vehicles.
In response to this situation, in the "new mode of combining production and financing to promote the new energy automobile industry to a stable and far-reaching" proposal, Xu Heyi, member of the National Committee of the Chinese People's Political Consultative Conference (CPPCC), party secretary of the Beijing Automobile Works Group (BAIC), chairman of the board of directors, has the following suggestions:
Establishing the city by the government to guide the funds mainly, new energy automobile industry chain capital as a supplement to the special battery industry guidance fund, to promote the charging mode, the development of the mode of switching power;
The guidance fund adopts innovative modes such as PPP to manage battery assets, and incorporates existing government subsidy funds into the guidance fund;
The guidance fund, mainly, creates a power battery asset management and operation platform, which is responsible for the property rights management of the battery assets in the whole life cycle and the value operation business, including vehicle-end use, laddering and recovery and recycling;
The guidance fund works with the power grid and chemical industry to establish a recovery and recycling industry chain.
Simply put, after the front-end manufacturing and sales links, the new energy industry chain needs to deconstruct the high-cost battery link, and reduce the short board of the current battery cost by recovery and recycling, which is a limitation to the front-end procurement and back-end service of the new energy industry.
At the same time, the National People's Congress, Chery Automobile Party Secretary, Chairman Yin Tongyue also said that, at present, the new energy vehicles about three years, there is a very big technological breakthrough, the actual driving life of 150,000 kilometers on the face of elimination and scrapping, and its basic core parts and components system (electric drive, motors, batteries, aluminum-based car skeleton, etc.) is still a very high value of re-use.
To this end, Yin Tongyue suggests that the state to promote new energy vehicles based on high-value parts and components to extend the life of the project in service, the remanufacturing of the country's strategic emerging industries, the introduction of policies to allow vehicle manufacturers to recycle the low range of new energy vehicles, upgrading and transformation of new cars sold as new. He also suggested allowing the recycling of aluminum alloy and composite body and battery, motor, electronic control and other new energy vehicles three electric systems, into the remanufacturing and recycling system.
Zhou Fugeng, a deputy to the National People's Congress and deputy general manager of JAC Heavy Commercial Vehicle Company, also said it is recommended that the government take the lead in guiding and industry associations participate in cooperation with enterprises to speed up the establishment of the systematic construction of appraisal and evaluation of new energy used cars, including the requirements for evaluation sites, personnel and equipment, the evaluation workflow and evaluation pricing methods.
He said, through the establishment of standardized used car recycling system, on the one hand, can promote the consumption of new cars, on the other hand, can also be organically integrated with the battery recycling, to avoid environmental pollution caused by poor battery recycling.
In addition, the National People's Congress, the Great Wall Motor President Wang Fengying another way to encourage the development of small electric vehicles, proposed to determine the product standards for small electric vehicles, the development of appropriate subsidies, preferential policies, and the battery gradient utilization system combined with the development of small electric vehicles.
Automobile company representatives offered advice on smart cars and new infrastructure
While the topic of upgrading the new energy vehicle industry chain has received widespread attention, the topic of smart cars, tied to concepts such as new infrastructure and smart cities, has also gained importance. Some traditional car companies, on the contrary, are at the forefront of the conception of smart cars.
For example, Chen Hong, a deputy to the National People's Congress (NPC) and party secretary and chairman of SAIC Group, has put forward two major motions, "Suggestions on Supporting Conditional Regions to Accelerate the Development of Intelligent Connected Vehicles" and "Suggestions on Improving the Level of Urban Traffic Management and Gradually Opening Up Cities to Restricted Purchasing and Restricted Driving".
Chen Hong proposed to support conditional areas to accelerate the development of intelligent networked vehicles, in some control areas, some limited roadway pilot laws and regulations breakthroughs, to meet the needs of intelligent networked vehicles on the road test.
For example, support conditional areas (such as the Yangtze River Delta), select areas with better overall environment (such as Shanghai Lingang Donghai Bridge and Jiading Auto City), build highly automated driving (L3 level or above) pilot demonstration zones, and coordinate with relevant state departments to pilot breakthroughs in laws and regulations in demonstration zones to allow highly automated driving vehicles on high-speed and elevated roads for testing and demonstration applications. Take the lead in piloting the commercialized application of self-driving people-carrying and cargo-carrying without a safety officer in specific areas.
On the other hand, Chen Hong suggested supporting regions with the conditions to accelerate the promotion of "new infrastructure" for the smart car industry.
He said, relying on the national 2020 new infrastructure construction project (broadband network and 5G field), support conditional regions to accelerate the construction of smart car infrastructure system from the aspects of 5G new infrastructure, intelligent networked cars, intelligent transportation system, and accelerate the cultivation of the related innovation chain and industrial chain.
Chen Hong believes that the system of smart cars and smart cities in conjunction with the system can improve the level of urban traffic management, and provide support for the gradual liberalization of urban purchase restrictions. The specific path of realization is:
First, do a good job of digitizing the accumulation of basic urban traffic information. Under the impetus of new infrastructure, especially 5G and big data center construction will be greatly accelerated, the integration of Internet road data and traffic management data, it will be able to achieve a thorough perception of people, cars, roads, traffic facilities, traffic conditions. This will accelerate the replacement of simple traffic restrictions with big data and intelligent traffic management.
Secondly, the use of big data and artificial intelligence algorithms on urban parking dynamic channeling and pricing regulation management; at the same time, increase the transformation of the community's three-dimensional parking garage, building **** enjoyment platform to resolve parking difficulties.
No coincidence, the National Committee of the Chinese People's Political Consultative Conference (CPPCC) member, party secretary of the BAIC Group, chairman Xu Heyi this time for intelligent transportation and the city, but also put forward the "car as a new type of infrastructure to promote the construction of smart cities" proposal. In the proposal, Xu Heyi said that in view of the needs of urban governance and the brand new development of the automobile industry, artificial intelligence, automobile and urban development can be integrated together to create a smart city.
And in the construction of the smart city, the car will become the terminal platform of the smart transportation network, the energy storage platform of the electric power internet, the connection platform of the smart life, and the empowerment platform of the dynamic physical space, and the prerequisite is to increase the support for the new automobile industry, unite the high-tech enterprises and car enterprises ****build, and guide the development of the ****hedge car while regulating and guiding the cross-industry cooperation.
Internet giants advocate intelligent travel
This year's two sessions, it is worthwhile to pay attention to the automotive industry-related proposals, in addition to the industry's two sessions of the representatives of the active dedication of the cross-border and the voice of the Internet giants is also a force to be reckoned with.
This year's National People's Congress, Tencent Chairman and Chief Executive Officer Ma Huateng, plans to submit seven written proposals, involving the industrial Internet, rural revitalization, financial science and technology, medical services and access to doctors, small and medium-sized micro-enterprise development, regional development, ecological and environmental protection and other issues.
Ma believes that intelligent transportation and travel is an important area for the industrial Internet to make an impact, as well as the integration of new and old infrastructure to make an impact.
He suggested actively promoting the landing of demonstration projects, continuously improving the technology and industry standard system, vigorously promoting convenient services such as sensorless payment and ride code, and accelerating the pace of intelligent transportation construction such as smart road network, intelligent networked cars and automatic driving.
In fact, "Xiao Ma" has been standing up for Tencent ride code. Up to now, Hefei, Changsha and other cities have reached a relevant cooperation with Tencent. In terms of automatic driving, Tencent has improved the realism of the simulation system with a game engine, and launched TAD Sim, a virtual simulation system for automatic driving, in 2018.
In the past two years, Chang'an, Ford, Fengshen, Guangzhou Automobile and other automobile enterprises have also reached cooperation with Tencent in the area of intelligent network linkage, equipped with the car system built with WeChat as the core.
With Baidu's "All in AI" approach, Tencent and the automotive industry has maintained a good relationship, but in the depth of technology development and collaboration, Tencent has always maintained a "veil of mystery". Perhaps as Zhang Xiaolong launched WeChat in the silence, Tencent in the automotive networking, automation is also "thick and thin".
At this year's session of the National Committee of the Chinese People's Political Consultative Conference (CPPCC), Baidu Chairman Robin Li submitted four proposals related to new infrastructure, intelligent transportation, support for continuing education and personal information protection.
For the new infrastructure, Robin Li proposed to build a new type of infrastructure for artificial intelligence, sketching the blueprint for the development of intelligent economy. And in terms of intelligent transportation, he put forward a proposal to accelerate the construction of intelligent transportation infrastructure and help the strategy of a strong transportation nation.
Li Yanhong suggested that the state should strengthen policy guidance, encourage local governments to increase exploration and investment, on the one hand, to strengthen the exploration of urban intelligent transportation operator mode, encourage the conditions of the region to pilot, on the other hand, to accelerate the transportation road network vehicle and road co-operation intelligent transformation. In addition, it is also necessary to build a national new generation of intelligent transportation management platform to accelerate the formation of a safe and reliable modern transportation management system.
Since the unmanned car debut violation in 2017, Robin Li has been on the road to promote self-driving happily.
From the launch of the Apollo automatic driving platform, to the joint development with FAW Red Flag "Red Flag EV" Robotaxi fleet, in Changsha, part of the open test road to start trial operation, Baidu has been "All in AI" under the overall strategy.
In addition, Robin Li in this year further focus on the future of vehicle and road coordination, smart city, intelligent transportation and other new infrastructure construction level, which also coincides with the idea of Chinese Express and other new car-making forces.
For Baidu, this is also the completion of the basic development of the automated driving car end, for the future of the final realization of automated driving forward-looking considerations.
This article comes from the authors of the automobile home car family number, does not represent the views of the automobile home position.