Double carbon target, intelligence, electrification, networking and sharing have affected China’s automobile industry to a large extent. In the middle of 2021, the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles has reached 3.3 million, with a year-on-year increase of more than 160%. The double watershed of vehicle electrification and intelligence has emerged. On the other hand, affected by the black swan incident such as the epidemic and the unexpected rapid growth of new energy vehicles, China’s auto industry also encountered a shortage of chips, power batteries and other supply chains in 2021.
According to the statistics of China Automobile Industry Association, the global automobile production reduction caused by “core shortage” in 2021 exceeded 10 million; On the other hand, under the condition of relatively stable epidemic situation in China, affected by overseas epidemic and other events, Chinese auto enterprises are still plagued by “lack of core”.
Recently, Chen Hong, deputy to the National People’s Congress, Secretary of Saic Motor Corporation Limited(600104) Party committee and chairman of the board of directors, suggested strengthening policy guarantee to promote the development of domestic big computing chips from the perspective of “reinforcing the industrial chain”. With the rapid growth of chips, especially the rapid development of intelligent vehicles in the future. Therefore, it is suggested to establish unified technical specifications and standards for vehicle specification chip through policy guidance and multi-party cooperation, and establish a third-party testing and certification platform; It is suggested that the state take the lead in setting up special funds to encourage chip enterprises and automobile enterprises to participate together and speed up the formation of R & D, manufacturing and application capabilities of domestic high-power chips.
Wang Xinyu, founder of IC coffee, previously said in an interview with China first finance and economics that the import proportion of China’s vehicle specification grade IGBT chips exceeded 90%, while the self-sufficiency rate of domestic IGBT chips was less than 10%. Vehicle specification level MCU is also mainly occupied by European, American and Japanese manufacturers, and the domestic penetration rate is very low; SOC high-end chips are mainly controlled by European and American chip companies. Certification barrier is one of the obstacles for Chinese chip companies to enter the automotive chip market. Chinese chip companies need to obtain aec-q100 and other vehicle specification certification. The certification is controlled by relevant institutions in Europe and America. The certification time is about 12-18 months and the cost is about 50 million yuan.
Therefore, the establishment of a unified technical specification and standard for China’s vehicle specification chip is of positive significance to solve the “neck” problem of automobile chip.
On the other hand, intelligence has become an important direction for the development of automobile industry. On January 17, 2022, the Shanghai Municipal Economic and Information Technology Commission said that in order to enhance the new driving force of the digital economy, in 2022, Shanghai will focus on traditional automobile enterprises, new forces and technology companies, give play to the leading role of “big terminal” and “big platform” of the whole vehicle, build Feifan automobile into the mainstream brand of science and technology, launch the “made in Shanghai” brand, and promote SAIC to explore the pilot OEM mode; Promote breakthroughs in intelligent driving, intelligent networking and intelligent cockpit terminals; Accelerate commercial application; Promote the coordinated development of policies, standards and brands to further promote the development of intelligent networked vehicles. GAC, Chang’an, Dongfeng and other auto enterprises have launched smart electric vehicle brands.
For the “intelligent connected vehicle”, Chen Hong proposed to adjust and improve laws and regulations and accelerate the implementation of commercialization. To promote the faster development of intelligent connected vehicles, especially the implementation of automatic driving technology, we also need to make breakthroughs in laws and regulations. In addition, Zhu Huarong, deputy to the National People’s Congress and Chongqing Changan Automobile Company Limited(000625) chairman of the board of directors, and Zeng Qinghong also put forward in their suggestions that the relevant laws and regulations on automatic driving need to be further improved, such as the lack of legal provisions in the aspects of intelligent Internet connected vehicle product safety responsibility identification, automatic driving responsibility subject identification, automatic driving ethics, etc.
From the perspective of “helping to implement the” double carbon “strategic goal”, Chen Hong believes that the automobile industry should help to implement the “double carbon” goal, not only continue to expand the popularity of new energy products, but also work together at the production and use ends to promote the high-quality development of green and low carbon in the whole industrial chain, and accelerate the formulation and implementation of carbon emission standards for the whole life cycle of automobile products, On the other hand, strengthen industrial chain layout and low-carbon technology R & D and innovation, and effectively integrate and control upstream resources such as lithium and cobalt to ensure the safety of the industrial chain.
