On December 29, the website of Guangzhou Municipal Development and Reform Commission released the 14th five year plan for the innovation and development of intelligent and new energy vehicles in Guangzhou (hereinafter referred to as the plan). The plan makes a clear plan for the scale of Guangzhou’s automobile industry, independent innovation, brand influence, chain reinforcement, promotion and application, and automobile aftermarket service in 2025.
accelerate the layout of intelligent and new energy vehicle demonstration applications
In terms of industrial scale, the plan specifies that by 2025, the automobile production capacity of Guangzhou will exceed 5 million, and the output value of automobile manufacturing industry above designated scale will strive to reach 1 trillion yuan, continuously ranking in the forefront of the country; The production capacity of new energy vehicles exceeds 2 million, ranking among the top three cities in China; The penetration rate of new energy vehicles exceeded 50%, and the number of new energy vehicles increased to 800000, accounting for more than 20% . The import and export scale of auto parts and complete vehicles increased steadily.
In terms of independent innovation, we will increase support for independent innovation of intelligent and new energy vehicles, and strive to overcome a number of short boards and “neck” technologies. Intelligent vehicles (Level 2 combined driving assistance and above automatic driving level) account for 80% of new vehicles. The 100 kilometer power consumption of pure electric passenger vehicles has been reduced to 12.0 kwh, and fuel cell passenger vehicles with independent core technology have been launched.
In terms of brand influence, it is required to build a number of automobile enterprises with core competitiveness in the direction of “smart + new energy”, further enrich the matrix of medium and high-end and multi power products, cultivate 1-2 enterprises with a market share of more than 5% in China and 1-2 Unicorn automobile enterprises , Achieve a significant increase in the export of independent brand cars and a new breakthrough in the construction of overseas manufacturing bases.
In terms of reinforcing the chain, the plan specifies that the construction of five international auto parts industry bases in Panyu, Zengcheng, Huadu, Nansha and Conghua will be comprehensively accelerated , attract and gather a number of key core parts enterprises of intelligent and new energy vehicles with international influence, and form a relatively complete world-class auto parts industry supply system, Strive to increase the new output value of auto electronic parts industry by 100 billion yuan.
In terms of popularization and application, requires 3 levels of conditional automatic driving and above level automatic driving vehicles to realize commercial application in restricted area and specific scenario, and build a 800 km intelligent road, , and strengthen intelligent vehicle road test and demonstration. According to the plan, actively promote the application demonstration of intelligent vehicle automatic driving in Huangpu, Nansha, Panyu, Huadu, Haizhu and other areas under different mixed traffic environments ; Explore and carry out high speed road test; Establish a research platform for intelligent vehicle test scenarios and application scenarios, study and implement a variety of intelligent vehicle application scenarios, and support a variety of technical route test verification and application demonstration.
At the same time, the plan emphasizes the need to improve the application scale of new energy vehicles, improve the information service of new energy small and medium-sized buses, study and introduce policies and measures conducive to the promotion and application of new energy vehicles, such as licensing, charging and preferential high-speed traffic in the city, and implement the “double confirmation” of new energy vehicle safety and quality and application for subsidies . Vigorously promote the application of new energy vehicles in public areas such as official vehicles and rental (including online car Hailing), sanitation, postal services, urban logistics and distribution, airports and ports, fully complete the electrification of cruise taxis by 2023. according to the epidemic situation, timely issue comprehensive subsidies for individual consumers to buy new energy vehicles , study and issue incentive policies after the withdrawal of subsidies, promote the orderly development of new energy vehicles in the private sector, and improve the proportion of individual consumers to buy and use smart and new energy vehicles.
In addition, there are also clear provisions for moderately advanced infrastructure construction to promote the transformation of charging infrastructure from “available” to “well used”, so as to build it into a benchmark city of national smart charging infrastructure. The plan points out that actively promote the charging service mode of residential areas dominated by intelligent and orderly slow charging and supplemented by emergency fast charging, and accelerate the formation of high-speed highways and urban and rural public charging networks dominated by moderately advanced fast charging and supplemented by slow charging. explore the pilot promotion of the mode of “unified construction and management, scattered construction and management, and orderly charging” in residential areas. accelerate the construction of power exchange infrastructure service network, and reach 400 power exchange stations by 2025. encourage new energy vehicle enterprises to build new fixed charging piles for consumers in their own or leased parking spaces.
At the same time, large-scale commercial demonstration operation of fuel cell vehicles should be realized. The plan shows that qualified regions and market entities are supported to carry out demonstration construction of hydrogenation stations, encourage the reconstruction or expansion of hydrogenation facilities by using existing gas stations and gas stations, actively explore the development mode of mixed station construction, and carry out comprehensive supply services of oil, gas, hydrogen and electricity. by 2025, the number of hydrogen refueling stations will exceed 50, and the sales price of vehicle hydrogen terminal will be less than 35 yuan / kg.
In terms of automobile aftermarket services, the plan requires to expand automobile aftermarket services, build a number of automobile cultural industry carriers, optimize automobile sales mode, improve consumer satisfaction, improve the level of software and data value-added services, accelerate the layout of recycling services, and form brands with national influence in several sub fields.
build “three districts, one highland and one center” and move forward to “smart car city”
It is understood that at present, Guangzhou has 11 vehicle manufacturing enterprises, gathering more than 1200 auto parts production and trade enterprises. In 2020, Guangzhou’s automobile output reached 2.95 million, a year-on-year increase of 1.4%, ranking first in China’s automobile output for two consecutive years; The output value reached 586 billion yuan, a year-on-year increase of 3.8%, accounting for 29.4% of the city’s total industrial output value; Among them, the output of new energy vehicles reached 79800, a year-on-year increase of 17.3%; The sales volume of new energy vehicles was 53000, accounting for 11.41% of new vehicle sales (penetration), higher than the national (5.4%) and provincial (7.7%) average.
It is worth mentioning that the plan also points out four shortcomings and problems in the development of intelligent and new energy vehicle industry in Guangzhou.
First, the key core technologies are still limited. the safety and reliability of the “three electricity” system and environmental sensing system need to be further improved. The key components such as vehicle control system, steering by wire system and intelligent cockpit are still blank, and the key components such as harness connectors, sensors and chips mainly rely on imports.
second, the coordination and linkage of the industrial chain needs to be improved. there is still much room to improve the synergy among large, medium and small enterprises, and the supporting of local parts is not perfect. The whole vehicle product structure is uncoordinated, the development of commercial vehicles lags behind, and the problem of development mode needs to be solved urgently.
Third, the promotion and application of new energy vehicles still needs to be strengthened. compared with other advanced cities in China, there is still a gap in the penetration and ownership of new energy vehicles in Guangzhou. At the same time, supporting service facilities such as charging for electricity and hydrogen supply and hydrogenation are not perfect. In 2020, the ratio of pure electric vehicles to charging piles is about 3:1. The low overall utilization rate of charging piles coexists with unreasonable regional distribution, and most charging pile operation enterprises are in a state of loss.
Fourth, there is an obvious gap in the core competitiveness of independent brands. the influence of Guangzhou automobile enterprise brands, especially independent brands, still needs to be strengthened. There is still a certain gap between the comprehensive competitiveness of products and foreign products. The scale and proportion of foreign sales are relatively small. The task of “going global” to explore overseas markets is arduous.
The plan specifies that by 2025, Guangzhou will build a national Intelligent Vehicle Industrialization Demonstration Zone, an intelligent connected vehicle and intelligent transportation application demonstration zone based on broadband mobile Internet, a national 5g vehicle networking pilot zone, a new energy vehicle industry development highland and an automobile International Trade Center (“three zones, one highland and one center”) to support the building of a world-famous “smart car city”, Lead the high-quality development of the national intelligent and new energy vehicle industry.
Looking forward to 2035, Guangzhou Development Group Incorporated(600098) will become the world’s leading production base of intelligent and new energy vehicles, with world-class vehicle production capacity and parts industry supply system, convenient and efficient charging and replacement service network, steady progress in the construction of hydrogen fuel supply system, and a good pattern of coordinated development of technology, products, services and application demonstration, Lead the high-quality, green and low-carbon development of automobile industry clusters in Guangdong, Hong Kong and Macao, and strongly support the country to achieve the “double carbon” strategic goal.
(21st Century Business Herald)
