From March 25 to March 27, the 8th China electric vehicle hundred people’s meeting (hereinafter referred to as the hundred people’s meeting) in 2022 was held online. The theme of this forum is “meeting the new stage of market-oriented development of new energy vehicles”. According to the data, in 2021, the production and sales of new energy vehicles were 3.545 million and 3.521 million respectively, an increase of 1.6 times year-on-year, and the market share reached 13.4%.
The reporter of Securities Daily noted that at this forum, Lin nianxiu, deputy director of the national development and Reform Commission, Xiang Libin, Deputy Minister of science and technology, Xin Guobin, Deputy Minister of industry and information technology, Jiang Wanrong, Deputy Minister of housing and urban rural development, and Huang Xuenong, regulatory director of the national energy administration, respectively introduced their key work deployment of the automobile industry in 2022 and interpreted the current development status of the new energy industry, At the same time, it also determined the main work of various ministries and commissions in the next step, setting the tone for the development trend of electric vehicles in 2022.
multi department setting the development direction of automobile industry in 2022
Lin nianxiu, deputy director of the national development and Reform Commission, said that the national development and Reform Commission, together with relevant departments and industries, will continue to strengthen top-level design and continuously optimize supporting policies such as scientific and technological innovation, industrial layout and charging and replacement infrastructure construction. The specific measures are divided into four aspects: first, adhere to the national game of chess and strive to optimize the industrial layout. There will be no new capacity distribution until the existing base of automobile enterprises reaches a reasonable scale. Second, adhere to technological innovation and strive to improve the core competitiveness of the industry. Third, adhere to openness and cooperation and strive to improve the level of industrial internationalization. Fourth, adhere to the bottom line thinking, strive to deal with various security risks, and strengthen the construction of resource guarantee system such as lithium, nickel and cobalt.
From the perspective of forward-looking layout of key core technologies such as all solid-state batteries and a new generation of electric drive system based on new materials and devices, Xiang Libin, Vice Minister of the Ministry of science and technology, said that the general consideration for the scientific and technological innovation of new energy vehicles in the market-oriented stage is to adhere to market leadership and government guidance, and the government supports the research and research of basic cutting-edge and common key technologies.
The first is to persevere in strengthening basic research, lay out key core technologies such as all solid-state batteries and new materials, and shape core competitiveness. At the same time, focus on breaking through the bottleneck technology restricting the development of the industry. Third, strive to create a good environment conducive to innovation. Finally, vigorously promote the integrated development of new energy vehicles and green energy scientific and technological innovation. Strengthen the research and demonstration application of hydrogen energy technology, and support the application demonstration of new technologies such as orderly charging and V2G.
The development of China Shanxi Guoxin Energy Corporation Limited(600617) automobile industry will still be in an important period of strategic opportunities. Entering a new stage, the difficulty and complexity of tackling key problems and breakthroughs are increasing. As the competent department of the industry, Xin Guobin, Vice Minister of the Ministry of industry and information technology, said that the first is to strengthen systematic research and improve the support policy system. Second, deepen integration and innovation and accelerate the development of intelligence and networking. Third, ensure stable operation and strengthen popularization and application. Fourth, improve laws, regulations and standards and improve the level of quality and safety. Finally, strengthen the supporting capacity, optimize the industrial development environment, promote the return of the price of key raw materials to rationality, and resolutely curb blind investment and repeated construction.
Jiang Wanrong, Vice Minister of housing and urban rural development, focused on deepening the pilot of “dual intelligence” coordinated development and promoting the interconnection of auto cities. Jiang Wanrong said that we should deepen the pilot of coordinated development of smart city infrastructure and intelligent networked vehicles, and explore a new mode of Urban Smart infrastructure construction and operation. “Cities are the largest and most important application scenarios of new technologies such as the new generation of information and communication, artificial intelligence and intelligent networked vehicles. The Ministry of housing and urban rural development, together with relevant departments, will speed up the tackling of key technologies including low-carbon and digital technologies of smart city infrastructure and intelligent networked vehicles, so as to accelerate the transformation and application of scientific and technological achievements in cities.” Jiang Wanrong said.
From now on, it is less than 10 years away from the carbon peak. In this context, Huang Xuenong, the regulatory director of the national energy administration, on the premise of ensuring the safe supply of energy and electricity and promoting the coordinated development of energy and electricity of new energy vehicles, suggested that: first, we should give full play to the role of top-level design and lay a good planning foundation for coordinated development. Second, we should continue to improve the support capacity of charging infrastructure. Third, support the technological innovation of the integration of new energy vehicles and power system, promote the integration and connection of people, vehicles, piles, networks, clouds and other links, support operating enterprises to increase the construction of two-way charging piles, and realize the integrated development of industries through scientific and technological innovation.
smart Internet became the winner in the second half of the auto industry
At the current China electric vehicle hundred people’s meeting, how to better synchronize the development of road infrastructure and new energy vehicles has also become a hot topic. To this end, the 100 people’s Association held the first “double intelligence” forum, focusing on the coordinated development of smart city infrastructure and intelligent networked vehicles.
“If we compare new energy vehicles to the first half and intelligent Internet connected vehicles to the second half, China’s auto industry has achieved great results in the first half, but the decision is still in the second half.” On March 26, Miao Wei, deputy director of the Economic Committee of the National Committee of the Chinese people’s Political Consultative Conference, called for the establishment of national standards for road intelligent classification and intelligent standards for roadside units, traffic lights and road markings as soon as possible in terms of vehicle road coordination, so as to achieve reunification in China.
“The Ministry of industry and information technology will continue to take the development of intelligent networked vehicles as an important strategic direction, adhere to the development route of ‘single vehicle intelligence + networked empowerment’, continue to strengthen top-level design and constantly improve the policy and regulatory system.” Guo Shougang, deputy director of the first Department of equipment industry of the Ministry of industry and information technology, said that at present, the country has opened more than 5000 kilometers of test roads, more than 10 million kilometers of safety test kilometers, and more than 3500 kilometers of intelligent road reconstruction and upgrading.
Yang Hongyi, deputy director of the Urban Construction Department of the Ministry of housing and urban rural development, said that with the accelerated promotion of the “double wisdom” pilot work, the pilot has achieved initial results. Yang Hongyi said: “in Beijing, citizens can experience the commercial operation of self driving taxis; in Changsha, the country’s first intelligent customized bus line for commuting scenes has been created, which has shortened the travel time by 13.3% on average and the peak punctuality optimization rate has reached 80%, effectively improving the commuting efficiency of citizens.”
It is worth noting that while the construction of “double smart” pilot cities is accelerating, some new energy vehicles and autonomous driving enterprises have joined hands with relevant departments to participate in the construction of “double smart” pilot cities. “Autonomous vehicles can cope with more than 99% of complex traffic scenes, but the last 1% or even 0.1% of the scenes are the key to determine whether autonomous vehicles can finally land on a large scale.” Shang Guobin, vice president of Baidu and general manager of Intelligent Transportation Division, said that Baidu is accelerating the upgrading of road intelligent infrastructure and solving the long tail problem of the last 1%.
According to Kong Lei, deputy director of the administrative committee of Beijing Economic Development Zone and director of the work office of Beijing high-level automatic driving demonstration zone, at the forum, at present, the dynamic optimization of information control of single point trunk roads has been realized in the economic development zone. The average delay rate of vehicles at single point adaptive intersections has decreased by 28.48%, the length of vehicle queues has decreased by 30.3%, the waste time of green lights has decreased by 18.33%, and the delay of vehicles on four double line trunk green wave roads has been reduced by more than 16%, It has greatly improved the efficiency of people’s daily travel.