On March 27, Ji Yizhi, general manager of Faw Jiefang Group Co.Ltd(000800) new energy division, delivered a speech with the theme of "new development trend of new energy commercial vehicles under the goal of" double carbon "at the commercial vehicle sustainable development forum of the forum of China electric vehicle hundred people's Association. He said that we should firmly grasp the reform trend of new energy vehicles, seize the momentum and accelerate the pace of new energy transformation.
In Ji Yizhi's view, innovation is crucial to the development of new energy vehicle industry. At present, the new energy market has gradually transitioned from the embryonic stage to the rapid development stage. Commercial vehicles as a means of production, commodity power is the most important consideration. At present, the scenes of new energy products are mainly concentrated in closed areas such as urban distribution, urban services, railway freight yards and ports. This is mainly because new energy products still have problems to be solved, such as vehicle cost, endurance capacity, energy supplement efficiency and safety. Enterprises should have accurate insight into the market and customer needs, accurately grasp the development trend of new energy technologies, build core technology R & D capabilities, build core competitiveness, gradually expand the scene coverage of new energy products, and build a solid foundation for market development.
"At present, there are still some pain points and difficult problems in the promotion of new energy vehicles." Ji Yizhi said that in the process of car purchase, the initial threshold of new energy products is high, and most of the financial capital is in a wait-and-see state, which makes it very difficult for users to purchase products; In the process of use, the infrastructure construction and supporting business are not perfect, resulting in poor use efficiency and low acceptance of users; There are still some problems in the evaluation of second-hand vehicles and the circulation of second-hand vehicles, which also affect the confidence of users in the selection of new vehicles and disabled vehicles.
"Enterprises need to break the original ideas, provide users with personalized purchase schemes, infrastructure supporting planning, second-hand car recycling, etc., cover the overall new energy solution of 'selection, purchase, use, management, repair and replacement', create a replicable positive cycle business model, provide users with lower use costs and higher product income, and enable users to speed up their adaptation to new energy vehicles." Ji Yizhi said.
The essence of vehicle electrification is the change of energy supply. Vehicle electrification will accelerate the integration of automobile industry and energy industry. According to the analysis, in order to achieve the carbon peak in the transportation field in 2030, the penetration rate of new energy in the transportation industry will not be less than 30%, which will also bring a great test to China's power energy system. Ji Yizhi said that the automobile industry needs to develop in coordination with the energy industry and create appropriate solutions around energy management, storage, transmission, trading, consumption and other links. In particular, the automobile industry and energy industry should speed up the application of V2G technology, and green electricity should be used at the vehicle end to create value for users while achieving the goal of carbon reduction.
Ji Yizhi said that China's automobile upstream and downstream industry chain is rich in resources and complete in types, and the automobile market is the most open and inclusive. In order to achieve high-speed and stable development and overtaking, the new energy vehicle industry should not make cars behind closed doors and develop independently. It is necessary to strengthen the depth of the industrial chain, cooperate to create ecology, gather capacity and make common progress; We should accumulate advantages in cooperation, enhance our independent ability, promote the sustainable development of the industry, and contribute China's plan to the development of the global new energy vehicle industry.
At the same time, in terms of market, the phenomenon of local protection in some regions is serious, which seriously hinders the promotion and development of new energy vehicles. Coupled with the blind influx of some capital, it intensifies the vicious competition in the local market. Therefore, we call on the government to break local protection barriers, give full play to the role of capital in promoting the market, guide the healthy development of the new energy market, increase investment in the construction of new energy and new infrastructure, stimulate local economic growth, and promote the transformation and upgrading of new energy transportation.
Ji Yizhi said that with the gradual increase of new energy vehicles, the importance of industrial chain stability has gradually increased, especially the supply capacity and pressure of raw materials have gradually increased, and the dependence on external imported materials has been increasing. Affected by the global epidemic and the international situation, the supply of precious metals, chips and other core parts is at risk. Therefore, the supply system of new energy vehicles should be reasonably arranged, the reserve and supply mode of raw materials should be planned in advance, the technological breakthrough of key parts should be accelerated, and alternatives should be constantly sought to ensure the stability of supply and improve the guarantee capacity of the industrial system.
It is worth mentioning that in recent years, Faw Jiefang Group Co.Ltd(000800) vigorously developed the cause of new energy and regarded the cause of new energy as a "Life Project". On September 29, 2021, Faw Jiefang Group Co.Ltd(000800) released the "15333" new energy strategy, namely "action to liberate the blue path". The company is committed to becoming a global commercial vehicle technology leader, standard setter and value creator in the E-era, and providing customers with first-class new energy intelligent transportation solutions.
As a leading enterprise in the commercial vehicle industry, in the future development, Faw Jiefang Group Co.Ltd(000800) will gradually achieve the goal of "two highs" that the market share of new energy is higher than that of traditional vehicles and the sales proportion of new energy is higher than that of the whole industry. To this end, Faw Jiefang Group Co.Ltd(000800) will continue to increase investment, make full preparations for the transformation of new energy, take the "15333" new energy strategy as the guide, strengthen innovation and R & D and capacity layout, lay a good foundation for developing new energy market and better lead the transformation and development of commercial vehicle industry to new energy.
