January 20, 2018 China ElectriccarThe Forum of the Hundreds Conference was held in Beijing. The conference lasted for two days, with the theme of "Grasp the trend of global change and achieve high-quality development". From the changes in the global automotive industry, especially the impact of the development of electrification and intelligentization on the automotive industry, explore the next development strategies and measures of my country's automotive industry. Buycar.cn also sorted out the wonderful speeches during the conference and summarized the essence of the two days.
Authoritative release
Minister of Science and Technology Wan Gang: New energy vehicles must improve policy innovation and maintain policy continuity
In 2017, the sales of new energy vehicles in major countries in the world exceeded 1.42 million, and China reached 777,000, accounting for 2.69% of new vehicle sales. The global cumulative sales of new energy vehicles has exceeded 3.4 million, of which more than 50% of electric vehicles are driving in China. The future development will inevitably be an intelligent, purely electric-driven development.
On the one hand, internal combustion engine technology should focus on improving fuel efficiency and reducing emissions, and gradually focus on key technologies. From the current development trend, it seems that the combination of internal combustion engine and electrification will become a new direction for the development of vehicle power technology.
We must continue to improve policy innovation and maintain policy continuity. In terms of finances and taxes, while resolutely withdrawing fiscal subsidies for electric vehicles in 2020, the Ministry of Finance, the State Administration of Taxation, the Ministry of Industry and Information Technology, and the Ministry of Science and Technology have clarified the extension of the preferential measures for car purchase tax. At the same time, the automobile energy-saving point system and corresponding reward system will soon be completed, speeding up carbon trading. Institutions, supporting business innovation models, and expanding the share of new energy vehicles all require policy effort. In short, our policy innovation will maintain policy continuity.
Minister of Industry and Information Technology Miao Wei: Withdrawal of new energy vehicle subsidies in phases by 2020
In 2017, my country produced 794,000 new energy vehicles and sold 777,000 vehicles. The output accounted for 2.7% of total automobile production, ranking first in the world for three consecutive years. The personal car consumer market is rapidly emerging, and new energy passenger cars accounted for nearly 75% of sales last year. The scale of the industry continues to expand.
New energy vehicles have become the strategic direction of the development of the automobile industry in various countries. At the same time, multinational automobile companies have increased their investment in the field of electric vehicles, and strengthened strategic cooperation to accelerate the transformation of electric vehicles. From the perspective of my country's industrial development, with the continuous increase in the penetration and ownership of new energy vehicles, the industrial development has entered a new stage. Some problems of unbalanced and insufficient development have gradually become prominent. One is that the charging infrastructure is still a shortcoming of development. The problem of insufficient structural supply of charging infrastructure has become increasingly prominent, and the overall scale is still lagging behind. The layout of charging facilities is also not reasonable enough, the utilization rate of public charging piles is less than 15%, and a sustainable business development model has not yet been formed. There is a two-way contradiction between the difficulty of operating companies to make profits and the high charging prices for consumers. 2. The policy system still needs to be improved. The third is that the core technology needs further breakthroughs. Fourth, the post-market circulation service system has yet to be improved.
my country has given full play to the coordinating role of the inter-ministerial joint conference mechanism for energy conservation and new energy vehicles. All relevant departments and local governments have vigorously promoted and cooperated closely to jointly promote the development of the new energy vehicle industry. After 2020, subsidies for new energy vehicles will decline in an all-round way. In order to continue this policy, we have introduced the "Measures for the Parallel Management of Average Fuel Consumption of Passenger Car Companies and New Energy Vehicle Credits", trying to use this method to deal with government subsidies after 2020. After the withdrawal, the market-based subsidy mechanism for the development of new energy vehicles. At the same time, it is necessary to enhance innovation capabilities, promote promotion and application, and strengthen safety supervision.
Lin Nianxiu, Deputy Director of the National Development and Reform Commission: Further promote the development of the smart car industry
The National Development and Reform Commission, together with the Ministry of Industry and Information Technology and other relevant departments, has improved policies and measures to accelerate the sustained, healthy and orderly development of new energy vehicles and smart vehicles. Strengthen strategic guidance, clarify the phased development goals for 2020, 2025, and 2035, and propose 20 major strategic tasks in 6 systems including technological innovation and road network facilities; strengthen policy guarantees, focusing on establishing the development of the new energy automobile industry Long-term mechanism; strengthen innovation leadership, focus on key technologies and weak links such as on-board chips and automatic driving control systems, and accelerate the implementation of five major projects, including software and hardware technological breakthroughs, and advanced power battery development.
The National Development and Reform Commission will continue to make efforts in the following five areas to further accelerate the development of the smart car industry:
The first is to strengthen overall coordination and fully promote reform and innovation; the second is to promote cross-industry integration and vigorously cultivate the industrial ecology; the third is to encourage open cooperation and joint efforts to develop global resources; the fourth is to adhere to pure electric drive to help change lanes and overtake; the fifth is to improve System supply, focusing on optimizing the development environment.
Liu Baohua, Deputy Director of the National Energy Administration: Strengthen research on wireless charging and smart charging technologies, and promote the integration of charging service platforms
For several years in a row, China's clean energy development has been in a leading position in the world. Battery technology and the convenience of charging are the keys to the explosion of the industry, and the charging infrastructure is an important guarantee for the promotion of electric vehicles. We must further strengthen planning and speed up construction to provide high-quality power guarantees for the rapid development of green transportation.
The charging industry is facing problems such as a weak foundation, uneven development and insufficient development. First, the average utilization rate of charging facilities is relatively low, the profitability of the industry is low, and the business model is not mature; the second is that charging facility operators are in a weak position in the overall industry chain, and the participation of car companies is relatively low, and it is difficult to upgrade power battery charging technology. Coordination; Third, although the total number of charging facilities is relatively large, the technical level is low. Various charging facilities can only achieve one-way charging, and it is difficult to interact with the power grid. Private charging facilities provide intelligent sharing services. Fourth, there are many charging companies and mobile phone applications, and the level of operator platform data "interconnection" needs to be improved.
With the accelerated promotion and application of new energy vehicles and the acceleration of power battery upgrades, there is an even more urgent need to improve the development level of charging infrastructure. In the next step, we will work with relevant departments and related enterprises to highlight the innovation and development of charging infrastructure, take advantage of the trend, and promote the development of charging infrastructure to a new level.
Liu Xiaoming, Deputy Minister of Transport: 600,000 new energy vehicles will be used in the field of transportation in 2020
In the past 2017, the number of new energy vehicles used in my country's transportation sector has reached 300,000, and the previously established target has been completed ahead of schedule. The public transportation sector has always played a demonstrative role in the promotion and application of new energy vehicles. The Ministry of Transport has always adhered to innovative development and overall plans for the application of new energy in the transportation sector. The Ministry of Transport attaches great importance to the application and promotion of new energy vehicles in the transportation industry, and continuously optimizes and adjusts the transportation energy consumption structure. Actively deploy in port and airport services, urban public transport, taxis, urban logistics and distribution, car rental, postal express and other fields, and give priority to promoting the use of new energy vehicles.
The Ministry of Transport has also worked with relevant departments to formulate and implement differentiated policies and measures for the use of new energy vehicles, and improve related supporting infrastructure. Encourage transportation companies to choose energy-saving and environmentally friendly vehicles, and promote the upgrading of transportation equipment. In the next step, the Ministry of Transport will continue to follow the national new energy vehicle development strategy and take overall planning and innovative development of new energy vehicles as important measures to achieve green development of transportation. By 2020, the application of new energy vehicles in the field of transportation will reach 600,000.
Own brand voice
Xu Heyi, Secretary of the Party Committee and Chairman of BAIC Group: The development of new energy vehicles is a profound change in the pattern of the automobile industry
Driven by the technological revolution characterized by electrification, intelligence, and networking, and under the influence of model innovation characterized by sharing, service and platformization, four changes have occurred in the entire automotive industry structure. That is, changes in consumer demand, changes in product attributes, changes in production methods, and changes in the industrial chain. The development of the new energy automobile industry is no longer just a single iteration of the power technology route, but a profound change in the entire automobile industry pattern.
Facing a century of changes in the automotive industry, BAIC Group formally put forward the "Leading 2025 Strategy" featuring comprehensive new energy, and is the first to take the lead in the country. The comprehensive new energy transformation proposed by BAIC includes four levels: the comprehensive new energy transformation of the main body of development, the comprehensive new energy transformation of product technology, the comprehensive new energy transformation of the industrial chain layout, and the comprehensive new energy transformation of the service ecology. Energyization. Provide customers with an integrated urban green smart travel solution of "product + service + charging + operation".
The goal of BAIC New Energy is to achieve domestic leadership and world-class leadership by 2025. BAIC Group strives to become a world-class new energy vehicle technology innovation center and a world-class new energy vehicle company, achieving market leadership, technology leadership and model leadership. BAIC Group will focus on strengthening independent innovation, strengthening system evolution, deepening cooperation and sharing, and strengthening capital operation to promote the accelerated upgrading of China's new energy automobile industry.
Zhang Baolin, Chairman of Changan Automobile: Mastering core technologies and key value points is the key to competition
In 2017, Changan Automobile sold 2.872 million vehicles, ranking fourth among China Automobile Groups. Among them, 1.663 million self-owned brand vehicles were sold, ranking first among Chinese brands. The sales of Changan new energy vehicles were 61,000, an increase of 180.9% year-on-year, achieving rapid and good development.
The automobile industry has entered a period of change, and the industrial value and competitive landscape will be reconstructed. Under the impetus of capital, government and enterprises, it will flood into the new energy automobile industry. Innovative models and concepts are impacting and restructuring the new energy automobile industry. In the future, whoever masters the key core technologies and key value points will win the next round of competition.
Sharing resources is more important than mastering resources. Changan will actively cooperate with all parties in the future. It also calls on the government and enterprises to strengthen cooperation. It is hoped that the government will continue to increase support for China's new energy automobile industry and accelerate the research and subsidy era of new energy. Car support policies, break local protection, promote the construction of charging infrastructure, and support and guide enterprises to build common research platforms for key new energy technologies.
BYD Chairman Wang Chuanfu: Plug-in hybrid power is still the mainstream of global development
BYD made products earlier. Our pure electric plus plug-in hybrid new energy passenger vehicles add up to almost 110,000, plus more than 14,000 electric buses, and more than 2,000 electric trucks. About 130,000 vehicles, this was made by BYD in 2017.
Under the tremendous promotion of the national system, the development of new energy vehicles in my country is advancing along the route of energy-saving and new energy vehicle development plans. With the current growth rate of 50% in production and sales, by 2020, pure electric vehicles and plug-in hybrid vehicles The production capacity reaches 2 million vehicles, and the cumulative production exceeds 5 million vehicles, which is expected to be realized ahead of schedule.
Our research data shows that plug-in hybrid vehicles are still the mainstream of global private car development. We believe that PHEV can not only meet the requirement of double points, but also solve the market's expectations for driving range, and can resolve the negative effects of subsidy decline on the new energy vehicle industry. Therefore, we recommend that the state provide plug-in hybrid electric vehicles with More policy support. 1. Increase subsidies for the purchase of plug-in hybrid electric vehicles; 2. Further implement the state's policy requirements for unlimited purchases of new energy vehicles; 3. Exemption of consumption tax on plug-in hybrid electric vehicles.
Beiqi New Energy Zheng Gang: Will build a fully open new energy vehicle technology innovation platform
After returning from CES, we found that the CES exhibition was once again occupied by the automotive industry, which allowed us to further strengthen our confidence in the future growth and development of pure electric vehicles. Of course, this also triggers a little thinking. First, electric car companies may reshape themselves every five years; second, don’t use the past to limit our imagination today; third, openness and sharing may be future companies The key to victory.
Last year, BAIC New Energy's annual sales reached 103,000 vehicles, ranking first in the pure electric vehicle industry for the fifth consecutive year. BAIC New Energy also plans to build a new energy vehicle technology innovation platform. With the support of the state, it will use the Beijing Municipal Government and BAIC as the main body to build a national science and technology innovation center. This science and technology innovation center is a completely open operating platform with five major levels of content: First, the complete opening of resources. Second, the technology is completely open. Third, the complete opening of innovation subjects. Fourth, the cooperation model is completely open. Finally, of course, is the complete sharing of revenue.
GAC New Energy Gu Huinan: Intelligent network + electric is the golden combination of future cars
The Guangzhou Automobile Intelligent Connected New Energy Industrial Park, which was just laid in April last year in Guangzhou, covers an area of more than 7,000 acres and has been used as the No. 1 project in Guangdong Province. The industrial park is defined as an intelligent, open, innovative, green, shared and ecological international intelligent networked new energy innovation hub, and becomes an industrial cluster base with intelligent manufacturing area, maker service area and automobile town.
The car town is actually a residential community. This residential community needs to build a future intelligent transportation network system, so that everyone can feel what kind of life scene will be in a town with driverless cars in the future. But the core is still manufacturing. The first phase of the plant currently under construction in the park is a new energy plant and is expected to be completed by the end of this year; the second phase will build a new energy plant with an annual output of 400,000 units. At the same time, GAC will manufacture batteries, motors, electronic controls, and new materials here. new technology.
In the future, GAC New Energy will build an innovative platform for open cooperation. It has signed cooperation agreements with China Mobile, Huawei, Tencent, iFlytek, and China Southern Power Grid to jointly develop new technology industries. At the same time, the company will also carry out institutional innovations, and will build a financing platform in the future.
Regarding the future route of new energy, to sum up, we adhere to the strategy of focusing on EVs and supplemented by PHEVs. At the same time, we must simultaneously increase the development of intelligent network connection. In the next few years, GAC will launch at least two new energy vehicles each year. These two refer to pure electric and plug-in vehicles.
Dong Haiyang, FAW Group: Smart Future, Green Travel, Ultimate Experience
The FAW Group’s business on electric vehicles or intelligent network connection has been going on for a long time. Thinking about the future, we are more focused on the development of new energy while simultaneously developing the intelligent network business, because this is also a commanding height of our automotive industry technology. .
In terms of new energy vehicles, China FAW will focus on building three dedicated pure electric platforms and derive A00-C pure electric vehicles, which will be developed and completed during the "13th Five-Year Plan" period; at the same time, in 2021 The sales of energy vehicles have entered the domestic independent first camp.
Focusing on new energy strategic resources, power batteries and electric drive systems are strategic core resources that China FAW must master; among them, power batteries will implement the 1-2-3-5 strategy: establish an industrial park and choose two excellent battery resources. Establish three battery platforms and five battery products. In terms of electric drive, it is the "FIST" strategy, with five competitive product platforms, independent intellectual property rights, core technology, a production model that maximizes benefits, and strategic supplier cooperation. In terms of intelligent networking, China FAW will focus on building a fully-connected, highly intelligent smart city, smart residence, smart transportation, smart cars, smart travel, and smart ecology.
New forces to build cars gather
Xiaopeng Motors He Xiaopeng: Time is the core issue of car manufacturers
In the past 4 years, according to incomplete statistics, there are more than 300 new car manufacturers in China. For a car manufacturer, the Internet gene, self-developed Internet technology, user participation, and the ability to be in awe and cross-border integration , Are the four core elements of success.
For the current subsidies in the field of new energy, it is expected that the government will open up qualifications, fully compete in the early stage, and guide management in the later stage. At the same time, it is hoped that the government will cancel subsidies for new energy vehicles and return products to market competition. Only in this way can companies be forced to continue to innovate and better companies can be born.
Time is the core issue of all car manufacturers. Whether it is to improve quality on a large scale or to build an overall operating network system for R&D, production, sales, and after-sales, it will take several years. This is both a challenge and an opportunity for all new manufacturing companies. Xiaopeng Motors hopes to become a well-known new manufacturing enterprise and travel operator in China and even the world in the next 5-10 years. At the same time, I also hope that in the future, China will see many world-renowned Internet technology companies such as Apple, Xiaomi, Alibaba, and Tencent, making even more outstanding achievements in manufacturing.
Zero Running Car Zhu Jiangming: The future of smart electric cars is electronic products
The future smart electric car is an electronic product, more of a mechatronics product. The future smart electric car is a disruptive product that will disrupt the entire automotive industry.
This kind of industry development has the following characteristics: The change of the first technology is the beginning of the change of the entire industry. Without the introduction of 3G and the development of semiconductors, the performance of this low-power microprocessor will not be able to achieve the development of smart phones. Similarly, if there is no artificial intelligence, it will certainly not be able to achieve the subversion of the future automobile; second, whether it is Apple, Alibaba, or Didi Chuxing, outsiders have subverted the industry; the third industry It basically takes 10 years for the change from the beginning to the final completion. As far as the automotive industry is concerned, it may happen to be on this watershed at present. Everyone has reached a consensus on the trend of electrification and intelligence. The rapid development of artificial intelligence, And breakthroughs in chip computing capabilities, low power consumption, high-density computing capabilities, also determine that artificial intelligence must be realized in the future.
Byton Motors Dai Lei: Future car intelligence will be more important than performance
Today's theme is "defining the future, leading change", which is also the direction of BYTON's efforts. From the first day of establishment, we have had a goal, not to be another simple electric car on the market, but to be a truly smart connected car and a new generation of smart terminals. We believe that future products will Not the same, intelligence will be more important than performance, and life will replace driving.
From the beginning of our establishment, we have formulated the core strategy of rooting in China and deploying globally. At the same time, we will also integrate global resources. Our North American headquarters is in Silicon Valley, and a concept development and design center has been established in Munich. The most important strategic market for future products is China, but we exported to the US and European markets from the first time.
Byton has established a data security center for independent research and development to ensure data security inside the vehicle and connected to the cloud. Next, Byton Concept will meet domestic friends for the first time at the Beijing Auto Show. The second product, a smart interconnected final-class car, will also be unveiled this year. At the same time, our factory in Nanjing has entered the full construction stage. In April this year, the workshop will be completed and the production of prototype cars will begin. The first phase of the factory will be completed in the first half of next year and mass production will begin. The launch of Byton's first production car is also in preparation, and it is expected to meet with you in the second half of 2019.
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