Zeng Qinghong, NPC deputy and Guangzhou Automobile Group Co.Ltd(601238) chairman.
“We will promote the in-depth integration of Wuxi Online Offline Communication Information Technology Co.Ltd(300959) consumption, promote the recovery of consumption of living services, and develop new forms and models of consumption. We 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 the old for the new.”
“Accelerate the development of industrial Internet, cultivate and expand digital industries such as integrated circuits and artificial intelligence, and improve the innovation and supply capacity of key software and hardware technologies.”
During the two sessions this year, Premier Li Keqiang mentioned the relevant contents of the automobile industry again in his government work report. While the government pays more attention to the development of the industry, representatives and members participating in the two sessions have also put forward proposals for the automotive industry, such as delaying subsidies for new energy vehicles and accelerating the development of the automotive chip industry chain.
Under the dual impetus of policy and market, the new energy vehicle industry has burst into vitality. In the whole year of 2021, the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles exceeded 3.5 million, with a year-on-year increase of 1.6 times. The production and sales situation far exceeded expectations, and continued to be popular in 2022. However, the industry is still facing challenges such as declining subsidies, energy supplement anxiety, tight supply chain and so on.
On March 10, the shell finance reporter of Beijing News interviewed Zeng Qinghong, deputy to the National People’s Congress and Guangzhou Automobile Group Co.Ltd(601238) chairman. Zeng Qinghong said that under the dual driving development of policy and consumer market, China Shanxi Guoxin Energy Corporation Limited(600617) automobile industry is entering a stage of explosive growth in the market. However, relevant problems still exist. 20222025 is a key opportunity period for the rapid development of new energy vehicle industry. He believes that vehicle enterprises still need national subsidy policies to release positive signals and provide strong guidance and assistance on the market side and demand side.
Zeng Qinghong mentioned that last year’s “lack of core” has reduced China’s automobile production by about 2 million. The core problems facing China’s chip development are insufficient independent research and development, high dependence on foreign supply and lagging development of the industrial chain Guangzhou Automobile Group Co.Ltd(601238) will also cooperate with the government and relevant enterprises to jointly promote the localization of chips and strive to realize the localization of automotive chips.
it is suggested to postpone the state subsidy for one to two years and pay attention to the power replacement. The electric vehicle will be replaced in 2023
Beijing News shell finance and Economics: what aspects of the automobile industry do your suggestions or proposals for the two sessions this year mainly focus on
Zeng Qinghong: at the two sessions of this year, I submitted five suggestions and one proposal, mainly related to the supply chain, independent research and development, dual carbon goals, rural revitalization, individual income tax adjustment and legal improvement, and many other fields related to the automobile industry and the national economy and the people’s livelihood. Among them, three are involved in the automotive field. First, accelerate the development of the automotive chip industry chain; Second, speed up the localization process of automotive industry software; Third, improve the subsidy policy for new energy vehicles. Another motion is about improving the laws related to intelligent connected vehicles.
Beijing News shell finance and Economics: on February 28, Xin Guobin, Vice Minister of industry and information technology, said at the press conference of the Information Office of the State Council that the development of China Shanxi Guoxin Energy Corporation Limited(600617) automobile industry has entered a new stage of large-scale and rapid development, and is expected to maintain a high-speed growth trend this year. In your opinion, when will the new energy vehicle market break out
Zeng Qinghong: since the second half of 2021, China’s overall auto market has recovered strongly, among which the production and sales of new energy vehicles have performed brilliantly. In the whole year, the sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicles exceeded 3.5 million, with a year-on-year increase of 1.6 times. The production and sales situation far exceeded expectations. The beginning of 2022 is even more popular. Driven by the “double carbon” goal, it has become an industry consensus to vigorously develop new energy vehicles. Under the dual drive development of policy and consumer market, China Shanxi Guoxin Energy Corporation Limited(600617) automobile industry is entering the stage of explosive growth in the market.
Facing the future, Guangzhou Automobile Group Co.Ltd(601238) will grasp the new opportunities for the development of electrification, intelligence, networking and sharing in the automotive industry. The goal of Guangzhou Automobile Group Co.Ltd(601238) is to achieve 50% of the sales of self owned brand new energy vehicles in 2025 and 50% of the group’s new energy vehicles in 2030.
The automotive industry has made gratifying achievements in electrification, but also encountered many challenges. We believe that there is still a long time for the coexistence and development of multiple energy forms. Therefore, we have taken the measures of simultaneous development of electrification, hybrid and fuel cell. In addition to new energy vehicles, we also vigorously develop hybrid electric vehicles. GAC motor, its own brand, will realize the hybrid of all models in 2025 and 60% of the sales volume in 2030. At the same time, increase the development of alternative fuel models including hydrogen power.
Beijing News shell Finance: how do you see the impact of the exemption of vehicle purchase tax and subsidy policy for new energy vehicles launched in 2014 on the development of new energy vehicles
Zeng Qinghong: Since China introduced a series of favorable policies and subsidy measures in 2014, it has pushed the new energy vehicle industry onto the fast road of development and growth. The policy guidance has played a key role in promoting the growth of the emerging market of new energy vehicles and effectively enhanced the competitiveness of China Shanxi Guoxin Energy Corporation Limited(600617) automobile industry.
At the level of building a new energy vehicle consumption market, the subsidy policy has helped consumers save car purchase costs and greatly increased their willingness to buy new energy vehicles; The continuous subsidy policy helps to further expand the scale of China Shanxi Guoxin Energy Corporation Limited(600617) automobile consumption market, improve the level of new energy automobile consumption, promote the healthy and sustainable development of new energy automobile market, and finally provide a strong driving force for the transformation of the whole automobile industry from traditional automobile market to new energy automobile market.
Secondly, for auto enterprises, the supply side subsidy policy is an affirmation and strong support for enterprises to actively innovate and develop new energy vehicles. Promote automobile enterprises to continuously improve their comprehensive competitive strength, make full use of historical opportunities and favorable conditions, and reasonably guide the upgrading of industry structure. Through subsidies, we can help automobile enterprises in cost, promote the continuous breakthrough of core technologies in the field of new energy vehicles, and turn potential advantages into practical advantages.
Beijing News shell Finance: the government work report of the two sessions this year proposes to continue to support the consumption of new energy vehicles. The Ministry of industry and information technology has also said that it will continue to implement policies such as subsidies for the purchase of new energy vehicles, awards and subsidies for charging facilities, vehicle and vessel tax reduction and exemption. However, at the end of this year, the “subsidy” will end and the development of new energy vehicles will enter a “non subsidy era”. What impact will this have on the development of new energy vehicles
Zeng Qinghong: 20222025 is a key opportunity period for the rapid development of the new energy vehicle industry. The support on the supply side is weakened or even cancelled. At the level of automobile enterprises, they will need to face the challenges of high cost pressure and self investment to continuously cultivate the growth momentum on the demand side.
It not only puts forward higher requirements for the strength of automobile enterprises, but also is not conducive to the acceleration of the expansion and strengthening of new energy automobile enterprises; Moreover, on the premise that the consumer market is not yet fully mature, the national subsidy policy still needs to release positive signals on the market side and demand side, provide strong guidance and help, and enhance the long-term development momentum of the industry from the perspective of stimulating consumption and stabilizing domestic demand.
Therefore, the first suggestion is to delay the state subsidy for one to two years, simplify the early subsidy receiving procedures and alleviate the financial pressure of enterprises; Second, it is suggested that the national level consider adjusting the strategic direction of the subsidy policy for the promotion and application of new energy vehicles in the new era, so as to achieve the purpose of “boosting consumption and encouraging construction”; Third, improve other incentive policies as soon as possible to ensure the effective and sustainable development of the market after the complete cessation of subsidies for new energy vehicles, and complete the objectives of the 14th five year plan for the innovative development of new energy vehicles.
Beijing News shell Finance: at present, the mileage and difficulty in charging are still one of the concerns affecting consumers’ purchase of new energy vehicles. How do you think to solve the anxiety and difficulty in charging? You have also made suggestions on the support of charging pile construction before. What is the current effect
Zeng Qinghong: in the proposal on accelerating the development of intelligent networked new energy vehicles submitted by me in 2021, it is suggested to strengthen the construction of supporting infrastructure and concentrate on solving the problem of “difficult charging” of new energy vehicles. Recently, the Ministry of science and technology also made a special reply. The Ministry of science and technology organized and implemented the key projects of “new energy vehicles” in combination with the national key R & D plan of the 14th five year plan, and comprehensively considered the key core technologies of new energy vehicles, including charging technology, focusing on the key technologies of vehicle pile cloud interconnection, charging facility planning method and orderly charging management technology, key technologies of high-power wireless charging Strengthen scientific and technological research on key technologies and equipment for efficient collaborative charging and replacement, such as rapid replacement of power battery.
The Ministry of science and technology has actively organized the National Automotive Standardization Technical Committee to speed up the formulation of high-power charging standards. It has put forward the revision project plan of charging interface related standards, is organizing the industry to carry out sample development, test and verification, strengthen communication and coordination with the energy industry, promote the release and implementation of relevant standards as soon as possible, and support the development of high-power charging technology. It can be seen that although the current charging problem still exists, it has been improved compared with before.
Beijing News shell Finance: what do you think of the increasingly hot power exchange field in the industry? Previously, Guangzhou Automobile Group Co.Ltd(601238) also laid out the layout for the power exchange station. Is there any further planning to share
Zeng Qinghong: as one of the main energy replenishment modes of new energy vehicles, the power change mode can greatly shorten the waiting time for power replenishment and realize a good user experience that power replenishment is as fast as refueling or even faster than refueling. It can also improve the land use efficiency of charging for electricity per unit land area, maximize the utilization efficiency of battery assets, reduce consumers’ concerns about battery quality and maintenance cost, and is more conducive to the promotion of electric vehicles.
At present, Guangzhou Automobile Group Co.Ltd(601238) on the basis of launching a series of battery technologies to solve the pain points of battery life, safety and charging speed, we further increase the layout and investment in energy ecology. At the 2021 Guangzhou auto show, we released the “2 energy action” to strive to realize that batteries can be bought and rented, rechargeable and replaceable, slow and fast, large or small capacity and long or short mileage, Electricity can be bought and sold, recycled and used in echelons. At the same time, it is based on the new gep3 The power replacement versions of all models developed by 0 platform will be put on the market successively from 2023.
Beijing News shell Finance: how do you evaluate the development of new energy vehicles in the past decade
Zeng Qinghong: the automobile industry is an important pillar industry of the national economy and plays an important role in national economic and social development. Energy and environmental problems are becoming more and more serious. The development of new energy vehicles is a national strategy, an important measure to help achieve the “double carbon” goal, and also the direction of automobile development in the future.
In the past ten years, China has developed and cultivated the world’s largest electric vehicle consumer market, and has also become the world’s largest electric vehicle producer. China has built more public charging piles than the United States, Europe and Japan combined.
Since 2009, the state has given a lot of support to the development of new energy vehicle industry in terms of financial subsidies, taxes and industrial promotion. With the joint efforts of all parties, China Shanxi Guoxin Energy Corporation Limited(600617) automobile industry has gradually grown. After years of accelerated development, China has taken the lead in the R & D capacity of new energy vehicles, continuously tackling key problems in new energy, three electricity and other core technologies, and made many breakthroughs. The battery supply chain system is far ahead of the United States and Europe. Taking ourselves as an example, by the end of last year, we had applied for 10288 patents, of which invention patents accounted for 40%. The sponge silicon negative electrode battery technology independently developed by us can achieve a life of more than 1000 kilometers, the super speed battery technology can achieve a charge of 5 minutes and a life of 200 kilometers, and the safety technology of the magazine battery system can achieve the whole package of ternary lithium battery without fire. We are also developing hydrogen energy vehicles, using two technical routes of hydrogen fuel cell + hydrogen fuel engine in parallel. The hydrogen fuel cell vehicle has been put into trial operation last year, and the first hydrogen engine has been successfully ignited. The development of a series of new energy independent R & D technologies is leading in China and even the world. Our independent new energy brand gac-e’an also produced and sold more than 120000 vehicles last year.
In the development process of global new energy vehicles, China took the lead in taking the first step. After ten years of development, it has achieved the first mover effect, greatly enhanced the self-confidence of enterprises and consumers, and expanded the voice of Chinese vehicles on the world stage. I believe that in the future, with the vigorous development of China Shanxi Guoxin Energy Corporation Limited(600617) automobile market and accelerating the establishment of a strong electric and intelligent automobile supply chain, we will become a real automobile power.
2050 to realize the localization of carbon neutralization chips in the whole life cycle of products requires multi-party cooperation
Beijing News shell Finance: Minister Xin Guobin mentioned that in recent years, he has carried out a series of research work and deeply felt the development of new energy vehicle industry, which is in line with the direction of green and low-carbon development. As a national strategy for carbon reduction, Guangzhou Automobile Group Co.Ltd(601238) also released the “green net plan” in 2021. What is the progress now? What is your opinion on the “carbon reduction road” of the automobile industry
Zeng Qinghong: we announced the specific goal of the “green net plan” at the 2021 Guangzhou auto show: to achieve carbon neutralization in the whole product life cycle by 2050 (challenge 2045). In order to achieve this goal, we will implement these three measures simultaneously from the whole link of R & D, production and consumer use. At the group level, it has responded quickly and established a “double carbon” work organization with clear responsibilities to implement and supervise the progress of various work.
In terms of full cycle management, we will systematically promote the whole chain carbon emission management from R & D to production, from purchase to use and recycling. We will explore ways to reduce carbon consumption, and gradually start to realize the “carbon reduction” link from the establishment of enterprises and consumers to the “carbon reduction” link. At the same time, we will continue to carry out public welfare activities such as afforestation and promote the research and application of carbon sequestration development methods such as carbon capture technology. Build the first zero carbon plant of GAC in AIAN, achieve zero carbon emission in 2023, and build a zero carbon automobile industrial park based on GAC Zhilian new energy automobile industrial park; Further increase the proportion of intelligent Internet connected new energy vehicles and energy-saving vehicles.
The two routes of “intelligent + electric” and “intelligent + hybrid” are developing simultaneously. GAC motor is fully hybrid. By 2025, the sales volume of independent brand new energy vehicles will account for 50% and that of new energy vehicles will account for 50% in 2030; Continue to develop alternative fuel models including hydrogen power.
In addition, Guangzhou Automobile Group Co.Ltd(601238) actively tried photovoltaic power generation and actively helped GAC achieve the goal of “double carbon”. By the end of 2021, a total of 680000 square meters of photovoltaic power generation equipment had been put into use, with an annual power generation of 65.7 million kwh, a cumulative power generation of more than 280 million kWh and a reduction of carbon dioxide emission of about 174000 tons.
Therefore, carbon reduction in the automotive industry is to start with the whole industrial chain, implement the whole link from R & D, production and consumer use, do a good job in carbon footprint management, and ensure that each link is energy-saving and emission reduction as much as possible.
Beijing News shell Finance: the technology of automobile brings both opportunities and challenges. Now the speed of product iteration is accelerating. How do you think car companies should build good cars Guangzhou Automobile Group Co.Ltd(601238) what is the layout
Zeng Qinghong: with the acceleration of the development of the automobile industry to the “new four modernizations”, automobile enterprises should adhere to technological innovation to lay the personality foundation for the brand, take R & D ability as the core and build strong product strength.
At present, the consumption of Chinese residents continues to upgrade, and the relationship between automobile enterprises and consumers has changed from simple trading to multi-dimensional circle interaction. In the fierce competitive environment, automobile enterprises need to continue to build the uniqueness of their own brand in order to obtain the recognition of consumers Guangzhou Automobile Group Co.Ltd(601238) aims to build brand uniqueness with the goal of “striving to become a creator of mobile life value”, and puts forward the e-time action plan, which is to adhere to the user experience as the core, continue to make efforts in scientific and technological innovation, intelligence, electrification and intelligent manufacturing, and create high-quality products and considerate services for customers.
Taking GAC’s independent brand “Gemini” as an example, gac-e’an continues to build world-class products and services to bring users “one-step scientific and technological enjoyment” is the core value of gac-e’an’s brand. Therefore, gac-e’an has always regarded scientific and technological innovation as the foundation of its business and entered the “five new era” of new brands, new technologies, new intelligent manufacturing, new products and new ecology. GAC ai’an intelligent ecological factory has four leading advantages: Digital independent decision-making, interactive customization, steel aluminum hybrid flexible production and comprehensive energy utilization. In particular, it has realized the transformation from traditional mass production to large-scale interactive customization for the first time. There are more than 60000 kinds of customization combinations, which fully meet the personalized and high-quality needs of users and become a benchmark model of Intelligent Manufacturing in China.
Beijing News shell Finance: global supply chain pressure still exists, and the problem of insufficient production capacity in chips and other links is even getting worse. How do Guangzhou Automobile Group Co.Ltd(601238) treat and deal with this problem
Zeng Qinghong: affected by the epidemic, the global automobile industry and supply chain have undergone a big test. Last year, the “lack of core” has reduced China’s automobile production by about 2 million, and GAC has also been affected to a certain extent.
Lack of independent research and development, high dependence on foreign supply and lagging development of industrial chain are the core problems faced by China’s chip development. Therefore, Guangzhou Automobile Group Co.Ltd(601238) strengthened its layout in the field of chips. GAC capital actively arranged key enterprises in the field of chips and intelligent Internet connection, such as Yuexin semiconductor, horizon, chenjing technology, etc., to help the independent control of the supply chain and the synergy between upstream and downstream of the industrial chain, so as to further enhance the comprehensive competitiveness of the group.
In the future, Guangzhou Automobile Group Co.Ltd(601238) will continue to focus on the long-term goal of 2035 and the “14th five year plan” development plan, and will start with the overall mechanism process to establish and improve the supply guarantee mechanism; Cooperate with the government and relevant enterprises to jointly promote the localization of chips and strive to realize the localization and matching of vehicle chips Guangzhou Automobile Group Co.Ltd(601238) is also actively offering advice and suggestions. It is suggested that the state list chips as key core technologies, and encourage enterprises to accelerate development and technological breakthrough by increasing industrial support, so as to improve the self-sufficiency of domestic chip manufacturers.
five years of performance, my two sessions: in the past four years, I have put forward 25 suggestions, some of which have been implemented
Beijing News shell Finance: what proposals have you submitted during your five-year tenure? What is the feedback on these proposals
Zeng Qinghong: in the past four years, I have put forward 25 suggestions, covering the automotive industry, state-owned enterprise reform, laws and regulations, livelihood hotspots and so on. The relevant functional departments of the State Council, the Ministry of Finance and the Ministry of public health, including the State Construction Commission, the Ministry of Finance and the Ministry of information technology, have also attached great importance to it, Some have been implemented.
For example, suggestions on the automobile industry include accelerating the construction of infrastructure related to new energy vehicles, promoting automobile consumption, strengthening the construction of industrial chain of key automobile parts, improving laws and regulations related to defective automobile product recall, promoting the development of scrap automobile recycling industry, and so on; Reform of state-owned enterprises involving the reform of state-owned enterprises and the occupation of managers; Hot issues in the field of people’s livelihood include: vigorously developing community home-based elderly care, improving various tax and fee reductions, and improving relevant supporting laws and regulations of the network security law. Last year, in view of the impact of covid-19 epidemic, I also put forward suggestions on combating epidemic, reducing burden and supporting enterprise development.
We have received a reply from the general office of the Ministry of Finance on the proposal to increase policy financial support for scientific and technological innovation of automobile core parts. The Ministry of Finance attaches great importance to and strongly supports the scientific research work related to automobile core parts, supports relevant units to carry out relevant scientific research activities in the field of automobile core parts through the central financial science and technology plan (special projects, funds, etc.), and promotes the acceleration of automobile core parts research and development; Provide stable support to relevant central scientific research institutes and state key laboratories in the field of automobile core parts, support them to improve the basic conditions of scientific research and carry out research independently. Next, the Ministry of finance will continue to actively support relevant scientific research in the field of automobile core parts through existing channels, improve the scientific and technological innovation level of automobile core parts, and provide scientific and technological support for promoting the development of automobile industry.
Beijing News shell Finance: what impressed you most during your five-year term
Zeng Qinghong: one of the most impressive things is that on the morning of March 7, 2018, Xi Jinping general secretary attended the deliberation of the Guangdong delegation and delivered an important speech. At that time, as one of the representatives of the Guangdong delegation, I listened to the general secretary’s speech on the spot. I was very excited and exciting, and I can still remember it after a few years.
At the meeting, the general secretary clearly put forward that “development is the first priority, talents are the first resource and innovation is the first driving force”. These three “firsts” have become the “golden ideas” for high-quality development in Guangzhou Automobile Group Co.Ltd(601238) five years.
Beijing News shell Finance: describe your five-year representative career in one sentence (or three key words)
Zeng Qinghong: live up to my great trust and mission, and bring the hot issues concerned by the industry, the people and the society to the meeting. This is my consistent working attitude and direction since I performed my duties.
