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Wen? |Bear
January 10th-January 12th, "China Electric Vehicle Association Forum 2020" was held as scheduled, this year's forum centered on the current automotive industry's "situation", "transformation" and "innovation" three topics. This year's forum centered on the three major topics of "situation", "transformation" and "innovation" of the current automobile industry. As an invited new media partner, Car Stuff was y involved in the coverage of the forum.
On the first day of the forum, various experts, scholars and industrial gurus mainly focused on 5G Telematics, automatic driving and other industrial innovation topics, revealing the difficulties faced by the popularization of 5G Telematics and discussing the nodes of time for the landing of L3 automatic driving that has been troubling the industry for a long time.
As the forum entered the second day, the topic switched from the innovation direction of intelligent network connection and automatic driving to the current challenges faced by the development of new energy automobile industry, as well as the corresponding solutions and initiatives.
▲The scene of the forum
The topic of the forum has come to a head.
Today, Wan Gang, vice chairman of the National Committee of the Chinese People's Political Consultative Conference (CPPCC), Miao Wei, minister of the Ministry of Industry and Information Technology (MIIT), Chen Qingtai, chairman of the Electric Vehicle Committee (EVCC), Ouyang Minggao, academician of the Chinese Academy of Sciences (CAS), Volkswagen Group (China) CEO Von Sihans, BYD chairman Wang Chuanfu, as well as heads of government departments from Spain, France, the U.K., Japan, and the U.S. State of California, gathered to talk about The future development trend of electric vehicles, policy direction, and industrial proposals were discussed intensely.
Wan Gang, vice chairman of the National Committee of the Chinese People's Political Consultative Conference (CPPCC), pointed out in his keynote speech that the regression of new energy vehicle subsidies in 2019 is more than 70%, which has brought great pressure on the industry, and suggested that before the end of 2020, the existing financial subsidy policy for new energy vehicles be stabilized, and that no more adjustments be made to the technical indexes of the subsidized products, so that enterprises can have more time and energy to invest in the subsidy rollout after the launch of the new energy vehicle product The company has more time and energy to invest in the planning and research and development of new energy vehicle products after the launch of the subsidy.
Minister of Industry and Information Technology Miao Wei responded to Wan Gang's call in a subsequent speech, saying that on July 1, 2020, new energy vehicle subsidies will not be further regression, this news is like a shot in the arm for the new energy automobile industry, the scene immediately broke out in applause. However, in the response of the Ministry of Industry and Information Technology, this statement was interpreted as "new energy vehicle subsidies will not be significantly reduced".
In addition to discussing the subsidy policy for the new energy vehicle industry, today's forum also centered on the development nodes and trends of new energy vehicles, as well as the relationship between the new energy vehicle industry and industries such as energy, urban transportation, and *** enjoyable travel.
The following is the dry content of today's forum:
One, the subsidies for new energy vehicles will no longer be substantially regressed! Three big names put forward initiatives
The convening of the EV 100 Forum means that another year is coming, and according to the usual rules, the new year will have a new subsidy policy, and the new subsidy policy is bound to be reduced to a certain extent compared with the previous year.
But this year's new energy automobile industry is afraid that it is difficult to withstand the blow of the subsidy slopes again, since last July, 2019 new energy automobile subsidies after the introduction of the new policy, the domestic new energy automobile market into the winter, sales year-on-year "five consecutive falls".
In today's forum, Wan Gang, vice chairman of the National Committee of the Chinese People's Political Consultative Conference (CPPCC), pointed out that in July-November 2019, China's new energy vehicle sales year-on-year "five consecutive falls", November production and sales of 110,000 and 95,000 respectively. As the auto industry entered a period of deep adjustment, the impact of the new energy vehicle rebate policy has not yet passed, so there may be some growth in December, but not too much, the total year may be flat.
▲Vice chairman of the National Committee of the Chinese People's Political Consultative Conference (CPPCC)?
In such a situation, Wan Gang believes that we should actively stabilize the expectations of the development of new energy vehicles.
First of all, in 2019, the central and local financial subsidies for the new energy automobile industry have already been rebated by more than 70%, and in a year's time, it is difficult for the industry to adapt to such a big adjustment. Therefore, Wan Gang believes that no new subsidy policy should be formulated, and it is not appropriate to make new target requirements for existing technology products, and enterprises should be allowed to devote their time and energy to the research and development of products and technologies after the subsidy slopes are withdrawn.
Second, the new energy vehicle purchase tax should be extended to 2025, optimize the double points management policy, give the industry and the market sufficient confidence.
Finally, charging service companies serving civilian vehicles should enjoy civilian electricity prices, encouraging charging service companies to step up their efforts in infrastructure construction.
Then, Miao Wei, minister of the Ministry of Industry and Information Technology, responded to Wan Gang's proposal in his speech, noting that on July 1, 2020, the subsidies for new energy vehicles will not be further rolled back. However, in a subsequent response from the MIIT, this statement was interpreted as "new energy vehicle subsidies will not be significantly reduced".
▲Miao Wei, minister of the Ministry of Industry and Information Technology
Interestingly, in addition to Wan Gang and Miao Wei, the two heads of government departments expressed their views on new energy vehicle subsidies, and Jaguar Land Rover's global vice president, Yu Junrui, also mentioned in his speech a proposal for China's new energy vehicle subsidy policy.
He believes that in addition to retaining the appropriate amount of subsidies and new energy vehicle purchase tax exemption policy, the subsidy should also be adjusted so that consumers can also get a sense of subsidies from new energy vehicles to stimulate consumers to buy new energy vehicles.
▲Jaguar Land Rover global vice president Yu Junrui
In addition, he also said, in order to increase the convenience of charging, not only should provide subsidies for the charging pile company, for the personal installation of charging pile owners, should also be given a certain amount of subsidies.
Finally, Yu pointed out that for big cities like China's North, Shanghai, Guangzhou and Shenzhen, the policy of unlimited driving for new energy vehicles is also very attractive to consumers.
Two, China's new energy vehicle market two years after the outbreak? OEMs give electric vehicle development plan
Emphasis on subsidies is just to maintain the current market momentum, to help OEMs through the high cost of new energy vehicles, does not mean that China's new energy automotive industry has to rely on subsidies all the time.
Dong Yang, vice chairman of the China Association of 100 Electric Vehicles, believes that the decline in China's electric vehicle sales in the past six months is mainly due to the fact that the subsidies for new energy vehicles in 2019 have been rolled back too far, exceeding the manufacturers' affordability, and have even made the gross profit margins of some OEMs for producing new energy vehicles turn negative.
▲Dong Yang, vice chairman of the China Electric Vehicle Association (CEVA)
He pointed out that under such a premise, it is difficult for OEMs to have the motivation to produce new energy vehicles on a large scale, but when the cost of new energy vehicles declines, and subsidies are no longer needed to support them, China's new energy vehicle market will usher in a large-scale outbreak.
Dong Yang predicted that the node of the large-scale explosion of the domestic new energy vehicle market will come in two years, but it is not yet possible to predict to what extent this scale will reach.
Many OEMs are also convinced that new energy vehicles will eventually usher in a large-scale outbreak, and at today's forum, many OEMs gave their development plans for new energy vehicles.
Changan Automobile Co., Ltd. chairman Zhang Baolin said, at present, Changan Automobile has invested 3 billion yuan in research and development of new energy vehicles, mastered the vehicle integration, three electric core technology *** counted 384, launched the CS75?PHEV and Yidong EV460 more than 20 new energy models.
Zhang Baolin, chairman of Changan Automobile Co.
At the same time, Changan Automobile has also built a digital virtual design platform for new energy models, two battery platforms, and three electric drive platforms, which has improved its strength in battery management systems, electric drive integration, and digital virtual design solutions.
Zhang Baolin also said that in 2020, Changan Automobile will launch four new energy models, E-PRO, E-STAR, E-ROCK and E-LIFE. By 2025, Changan Automobile will also launch 25 new energy vehicles, covering hydrogen fuel cell vehicles, plug-in hybrid vehicles and pure electric vehicles.
Zhang Xiyong, general manager of BAIC Group, pointed out that BAIC will continue to make breakthroughs in the three directions of "high", "new" and "special".
▲Zhang Xiyong, general manager of BAIC Group
"High" refers to the continuous improvement of technological power. In 2019, BAIC and Ningde Times developed the world's first CTP module-less battery technology, and with Huawei constructed the 1873 Davidson Innovation Laboratory, which will carry out a deep integration of Huawei's ICT technology with new energy vehicles. deep fusion.
"New" refers to BAIC's innovative scenario-based sales model, first launching the EC series of national small cars, and then undertaking the transformation of Beijing's cab and online car market. Not long ago, BAIC also became a partner of the Beijing Winter Olympics. Taking this opportunity, BAIC will launch product technologies such as ultra-low-temperature electric vehicles, fuel cells, wireless charging and high-voltage fast charging.
The "special" refers to the special power-changing mode that BAIC has chosen. Currently, BAIC's power-changing mode has been implemented in 15 cities, including Beijing, Xiamen, Lanzhou and Guangzhou, with more than 16,000 power-changing vehicles, and a total of 187 power-changing stations. In addition, BAIC has also developed a vehicle-electricity separation model, which is expected to reduce consumers' vehicle purchase costs by 40% after it is put into the consumer market.
In addition to the traditional OEMs giving their development plans for new energy vehicles, the new car-making forces also gave their future plans at the forum.
He Xiaopeng, chairman and CEO of Xiaopeng Automobile, introduced the achievements of Xiaopeng Automobile in 2019 in terms of sales, safety tests and sales channel layout, and also gave the delivery plan for the new model Xiaopeng P7.
▲Small Peng, Chairman and CEO of Xiaopeng Automobile?He Xiaopeng
He said that Xiaopeng Automobile delivered 15,000 units last year, and the vast majority of them were delivered to individual consumers, which shows that Xiaopeng Automobile is very popular with consumers in the C-end market. And the fact that 92 percent of consumers chose the version with smart internet and autonomous driving, and didn't choose the lowest-end model, is a recognition by car owners of Xiaopeng's technological prowess.
Meanwhile, Xiaopeng G3 got five-star safety in the 2019 C-NCAP crash test and ranked first among all models.
In terms of offline channel deployment, Xiaopeng*** has opened 151 offline stores, covering 51 cities nationwide. With these stores, the Xiaopeng P7 will be delivered to owners from these stores in the second quarter of this year.
Three, five countries experts to share the electrification practice experience
1, Japan: from electrification to four?
To create a complete ecosystem
▲Japan's Ministry of Economy, Trade and Industry, Bureau of Manufacturing Industry, Automotive Industry and Next-Generation Technology Office Director?
Naotai Yoshimura, Director of Automotive Industry and Next Generation Technology Office, Manufacturing Industry Bureau, Ministry of Economy, Trade and Industry, Japan, said on the spot that Japan is promoting the development of electric vehicles through various policies and incentives, and expects that by 2030, the sales of electric vehicles (including hydrogen fuel cell vehicles) in Japan will account for 50-70% of the sales of new vehicles, and reduce 80% of carbon emissions in 2050. of carbon emissions.
Based on the development of electric vehicles, Japan is also committed to creating a complete ecosystem of mobility services and society, in order to take full advantage of the economic effects of the "CASE" (connected, automated, serviced, and electrified) of automobiles.
This ecosystem has three pillars, the first of which is the integration of mobility services with the energy network, realizing the interconnection of the car and the power grid.
The second is the use of autonomous driving to make mobility services more convenient, and through efficient autonomous driving, it can also reduce urban traffic congestion.
Finally, it is to utilize the big data collected from smart cars by network connectivity to empower city management and drive better travel services with big data systems.
2, the United Kingdom: doubling the speed of transition?Zero carbon emissions in 2040
▲UK Cabinet 26th United Nations Climate Conference Group Policy Theme Deputy Director Simon?Sharpe
UK Cabinet 26th United Nations Climate Conference Group Policy Theme Deputy Director Simon?Sharpe said the current climate change is accelerating at an ever-increasing rate, and the automotive industry is not transforming fast enough at the moment.
"The UK [the department] wants to double the rate of transition of its automotive industry and achieve zero carbon emissions as early as 2040." Simon?Sharpe said, "By then we will have no hybrids on our streets, no fuel cars, just pure electric cars."
He said the UK is hopeful of achieving this goal at this point in time. in 2019, the UK is ranked sixth in the world for electric vehicle sales, up 50% year-on-year, with electric vehicle sales accounting for 6% of new car sales.
3, Spain: pure electric, hybrid, hydrogen energy layout at the same time
▲Spain Ministry of Industry, Trade and Tourism, Ministry of Industry and Small and Medium-sized Enterprises Secretary General Raul?Blanco
Spain Ministry of Industry, Trade and Tourism, Ministry of Industry and Small and Medium-sized Enterprises Secretary General Raul?Blanco, Spain, said Spain is very much attached to the new energy vehicles, and currently already has several models ready to hit the market.
He pointed out that in 2020, Spanish automakers will announce eight new models, including four hybrids and four pure electric models. In addition, Spain has built a national hydrogen center to conduct research related to hydrogen vehicles.
Raul Blanco also pointed out that Spain will invest 1 billion euros over the next four years in a new energy transition for the automotive industry.
4, France: has more than 100 models of electric vehicles
▲French Automotive Industry Union President Luc Chatel
French Automotive Industry Union President Luc Chatel said with a bit of bragging rights, the world's first electric vehicle was born in France in 1898, and now, France's electric vehicle industry is very leading.
He said France has more than 100 electric models in 2019, will have 228 by the end of 2020, and will have 315 electric models by 2021.
By 2050, when France plans to completely phase out fuel vehicles, the structure of the French auto market will be 66 percent pure electric models, 17 percent hybrids and 17 percent hydrogen fuel cell vehicles.
5, (U.S.) California: electric car ownership ratio of 8%, far more than the average
▲California Energy Commission Commissioner Patricia Monahan
California Energy Commission Commissioner Patricia Monahan introduced, California's electric car ownership has reached 8%, more than 2% of the average level, and some areas of the electric vehicle. average, and in some areas electric vehicle ownership is even above 15 percent.
At the same time, California has 17 EV manufacturers, including Tesla, and the number is growing.
In addition, the California Energy Commission has funded local schools to replace their school buses with electric buses, and 200 trolleys have now been replaced with electric buses.
Four, smart cars drive the development of smart cities, *** enjoy travel
In the 5G car network, autonomous driving technology is gradually mature today, industry and the market actually need what kind of car?
Wang Menghui, minister of housing and construction, pointed out that intelligent electric vehicles are the ones that industry and the market need at the moment.
▲Minister of Housing and Construction? Wang Menghui
He believes that the electrification and intelligence of automobiles have not only brought changes to the automobile industry, but also had a disruptive impact on the mode of travel, urban layout, road facilities and urban governance.
He pointed out that some places are already building the infrastructure needed for smart electric vehicles, and specifically, four main areas are being explored.
1. Exploring the construction of urban intelligent infrastructure, seven pilot cities have already carried out intelligent transformation in some urban roads, deploying intelligent roadside sensing devices, edge computing devices, high-precision positioning devices, etc., while at the same time, digital platforms are also under construction.
2. Explore the application scenarios of intelligent cars and intelligent transportation. Although intelligent cars have not yet reached a level where they can be applied on a large scale, they have been able to provide users with the opportunity to experience them within a limited range, while intelligent transportation can reduce the probability of car accidents through the region's infrastructure of intelligent signals, pedestrian crossings, bus stops, and so on.
3, explore the construction of multiple subjects, has been formed by the local government-led, multi-departmental synergy, consulting organizations, vehicle companies, communications companies, equipment manufacturers, multi-party collaboration, to participate in the construction of the smart city model.
4, to explore the direction of technological innovation, smart cars can not only promote the development of smart cities, smart cities also in turn for the smart car to provide a test scene, a large number of in-vehicle equipment, 5G technology, automated to tell you about the love is the system can be in the process of testing and gradually improve.
Through the above four explorations, the prototype of the smart city is gradually emerging.
Chen Qingtai also believes that smart cars are expected to reshape the current urban transportation system, and have a positive effect on building a smart city.
He pointed out that electric vehicles + Internet + autonomous driving paired with ****-enjoyed travel is a new prospect for the urban transportation system, and that electric vehicles with electrification and intelligent Internet connection additions will bring down the cost of ****-enjoyed travel by about 40 percent.
In the longer term, future self-driving ****-enjoyed cars can move to the point of travel demand on their own, realizing seamless connectivity; real-time synchronization of traffic information between people, vehicles and roads, and travel efficiency can be improved.
V. New energy vehicles will become efficient energy storage devices? Charging pile into the entrance
Today's forum also explored the relationship between automobiles and smart cities, **** enjoy travel and other industries.
Chen Qingtai, chairman of the China Electric Vehicle Association, pointed out that the large-scale development of electric vehicles requires the guarantee of strong clean power; and larger-scale renewable energy depends on the ability to dissipate and store intermittent electric power storage.
▲Chen Qingtai, chairman of the China Electric Vehicle Association (C EVA), said
Electric vehicles and the power grid will be synergized through the connection of the energy Internet, and the future of a large number of electric vehicles will have a strong storage and discharge capacity, which will provide a guarantee for the full development of renewable energy.
Li Ye, the regulatory director of the National Energy Board, also pointed out that through intelligent and orderly charging and other innovative technologies, the grid and electric vehicles are closely integrated to achieve a healthy interaction between the car network, the use of the grid to reduce the grid capacity increase investment in the use of grid power in the low valleys, which will enhance the consumption of renewable energy sources, such as wind power, hydroelectricity and other renewable energy capacity.
▲National Energy Administration regulatory director? Li Ye
He also pointed out that the key access point for new energy vehicles and the energy industry is the charging pile. By the end of 2019, China's charging infrastructure reached 1.2 million, an increase of 500,000 from the end of last year. Among them, there are 500,000 public **** charging piles and 700,000 specialized charging piles.
When energy internet technology matures in the future, such a large base of charging equipment will be able to quickly help the energy internet achieve a large-scale rollout.
Japan's Ministry of Economy, Trade and Industry, Manufacturing Industry Bureau of the automotive industry and next-generation technology room director Naotai Yoshimura said Japan is also creating a new energy vehicle-based, travel and energy ecosystem.
▲Japan's Ministry of Economy, Trade and Industry, Manufacturing Industry Bureau, Automotive Industry and Next-Generation Technology Office Director Naotai Yoshimura
That is, through the travel industry, the widespread deployment of electric vehicles, electric vehicles can be recharged and discharged through the nature of energy storage, to realize the interaction of the car with the grid, the vehicle and the household electricity.
Naoe Yoshimura pointed out that the combination of new energy vehicles and the energy industry can effectively reduce the overall cost and improve the convenience of charging, but also to give the electric car additional value.
He gave three solutions: one is to use ordinary passenger cars as energy storage devices for electricity, to transmit electricity to the grid and households during peak times, and to recharge during low times; the second is to use heavy-duty fleets of vehicles for long-distance transportation as long-distance electricity transportation devices; and the third is to realize a model similar to power-switching through a battery ecosystem.
Conclusion: Electric vehicle industry will enter a recovery period in 2020
One of the most important news of this year's Hundred People's Congress has been released in advance at the meeting. Minister of Industry and Information Technology Miao Wei said bluntly at the scene, July 1, 2020, new energy vehicle subsidies will not be further regression.
While this statement was interpreted as "new energy vehicle subsidies will not be significantly reduced" in the response of the Ministry of Industry and Information Technology, it can be seen that this year's national policy will continue to guide the development of the electric vehicle industry. With the OEM electric vehicle production cost reduction, profitability enhancement, market acceptance of electric vehicles, electric vehicle industry is expected to enter the recovery period in 2020.
After 2022, when the cost of electric vehicles is reduced to the point where OEMs have some room for profit, the electric vehicle industry will usher in a massive explosion.
This article comes from the authors of the Auto Home Car Family, and does not represent the viewpoint position of the Auto Home.