On March 5, Xiao Yaqing, Minister of industry and information technology, said in an exclusive interview with China Securities News Taurus reporter that the sales of Shanxi Guoxin Energy Corporation Limited(600617) cars in January and February this year were very good, with more than doubled growth. It is expected that the expected target will be achieved this year, or even significantly exceeded.
new energy vehicles will continue to be high-profile
On the 5th, the government work report submitted to the fifth session of the 13th National People’s Congress for deliberation pointed out that it will continue to support the consumption of new energy vehicles and encourage local governments to carry out green smart appliances to the countryside and trade in the old for the new.
At the previous press conference of the State Council Information Office, Xiao Yaqing said that in order to promote the stable operation of the industrial economy, we will take multiple measures to expand consumer demand, and continue to implement policies such as subsidies for the purchase of new energy vehicles, awards and subsidies for charging facilities, and vehicle and vessel tax relief. At the same time, new energy vehicles, green smart appliances and green building materials will be carried out in the countryside.
The high popularity of new energy vehicles continues. According to the data, during the 13th Five Year Plan period, the annual sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles in China increased from 507000 in 2016 to 1367000 in 2020, with an average annual growth rate of 28%. In January 2022, China Shanxi Guoxin Energy Corporation Limited(600617) automobile production and sales completed 452000 and 431000 vehicles respectively, with a year-on-year increase of 1.3 times and 1.4 times respectively.
“The development of China Shanxi Guoxin Energy Corporation Limited(600617) automobile industry has entered a new stage of large-scale and rapid development, and it is expected to maintain a high-speed growth trend this year.” Xin Guobin, Vice Minister of the Ministry of industry and information technology, previously said at the press conference of the state information office that the Ministry of industry and information technology will pay close attention to studying and clarifying support policies such as the continuation of preferential purchase tax for new energy vehicles, optimize the “double points” management method, effectively connect with the decline of subsidies, and stabilize market expectations.
In 2022, the Ministry of industry and information technology will also support the development of new energy vehicle industry through a number of measures. For example, promote the integrated development of electrification and intelligent networking technology, further improve the performance of power battery safety and low-temperature adaptation, accelerate the application of 5g and vehicle road coordination technology, develop more leisure and entertainment, life service, automatic driving and other functions to meet the needs of consumers, and continuously improve the product quality and driving experience of new energy vehicles.
In addition, when the CSRC released the reply to the proposal of the two sessions in 2021, it pointed out that in the next step, the people’s Bank of China and the CSRC will improve the financial service system of new energy vehicles in combination with their respective functions, and guide financial institutions to meet the reasonable financing needs of new energy vehicle enterprises in accordance with the principles of controllable risk and commercial sustainability, Support qualified new energy vehicle enterprises to be listed and financed in the capital market.
organization: the decline of subsidies for new energy vehicles and other factors have limited influence
Faced with the decline of new energy vehicle subsidies and other factors, many institutions believe that the decline of new energy vehicle subsidies and the rise of resource prices have limited impact on the new energy market, and are optimistic about the development prospect of the industry for a long time.
Guotai Junan Securities Co.Ltd(601211) research report said that it is expected that the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles will exceed 5.5 million in the middle of 2022, and the global sales volume is expected to reach 10 million.
Citic Securities Company Limited(600030) research report said that with the stable implementation of subsidy policies in 2022 and the continuous launch of superimposed high-quality models, it is clear that the general trend of intelligent electric industry will continue to accelerate in the future and promote the prosperity of electrification and intellectualization.
Huachuang Securities believes that the off-season sales in January is not light, laying a high growth trend for the whole year. It is optimistic that in 2022, under the trend of “accelerating the diversification of supply side models + ensuring the production and supply of electric vehicles in vehicle manufacturers + further strengthening the consumption attribute of electric vehicle market”, the annual sales volume is expected to exceed 5 million vehicles.
suggestions on the development of new energy vehicles by representatives and members of the two sessions
The development of new energy vehicle industry is also one of the hot topics concerned by the representatives and members during the two sessions.
Lei Jun, deputy to the National People’s Congress and chairman and CEO of Xiaomi group, suggested accelerating the construction of high-power and fast charging infrastructure for new energy vehicles. Specifically, we should strengthen policy guidance, comprehensively promote the planning and layout of high-power fast charging network, establish a national innovation cooperation platform, strengthen joint research on core technologies, strengthen construction service guarantee, and promote the popularization of high-power charging infrastructure.
In order to maintain the good development momentum of China Shanxi Guoxin Energy Corporation Limited(600617) automobile industry and actively cultivate the new energy vehicle market, Ding Shiqi, deputy to the National People’s Congress and deputy general manager of Tongling Nonferrous Metals Group Co.Ltd(000630) group, proposed to delay the subsidy policy for new energy vehicles and continue to exempt the purchase tax and vehicle and vessel tax until 2025. At the same time, vigorously accelerate the construction of supporting facilities for new energy vehicles to ensure the healthy and rapid development of the industry.
encourage 5g application research and development at the individual user level
On the 5th, Xiao Yaqing also responded to the questions of China Securities Journal Taurus reporter about 5g application. “At present, we are encouraging users to use 5g applications, and we are working very well in some areas of personal application promotion.”
On the 5th, the government work report submitted to the fifth session of the 13th National People’s Congress proposed to build digital information infrastructure, promote 5g large-scale application, promote industrial digital transformation, and develop smart cities and digital villages.
5g has become a bright business card of China. Tian Yulong, chief engineer and spokesman of the Ministry of industry and information technology, previously said that China’s 5g network has covered all prefectures and cities and all counties and urban areas in China, 87% of towns and townships, and the coverage remains the leading in the world. According to the data of the Ministry of industry and information technology, up to now, China has built and opened more than 1.42 million 5g base stations. The goal of 5g network construction in 2022 is to build more than Shanghai Pudong Development Bank Co.Ltd(600000) new 5g base stations. In this way, it is estimated that by the end of 2022, the total number of 5g base stations in China will reach 2 million.
Tian Yulong said that we should further promote the application scenario demonstration of “5g + industrial Internet”, carry out 5g + medical and health and 5g + smart education pilot, and continuously deepen and expand to agriculture, culture and tourism and other fields. For personal applications, a number of new intelligent terminals and apps should be launched to further improve users’ 5g experience.
During the two sessions this year, some representatives and members actively made suggestions and suggestions for 5g application. Zhang Yunyong, member of the National Committee of the Chinese people’s Political Consultative Conference and general manager of Yunnan Unicom, also pointed out to the Taurus reporter of China Securities News that at present, personal applications that make full use of 5g features have not been really popularized, resulting in a serious lack of public awareness of 5g applications. He believes that the lack of terminal support capacity is one of the main reasons affecting the widespread popularity of 5g public applications. He suggests to speed up the opening of the end-to-end 5g public application service system, promote the support and implementation of 5g functional features and 5g applications on terminals, and incorporate the use of 5g messages, 5g enhanced calls and 5g network slices into the 5g personal application measurement system, The above functions are required for mobile phone network access.
