Yesterday, the state announced the "Development Plan for the New Energy Automobile Industry", and the new energy industry ushered in huge benefits. Junfeng Company delivers information in a timely manner, organizes learning and research, and implements it in conjunction with the company.

     As a new energy promotion company that innovates and develops intelligent and new energy vehicle design, application, OEM manufacturing, and business model innovation, Junfeng Company follows the national strategy and the development vision of strategic partners to promote the new energy business of Junfeng Automobile. The implementation of the national "New Energy Automobile Industry Development Plan" will effectively promote the early realization of the company's business plan.


       The executive meeting of the State Council of China held on October 9 again focused on the development of the new energy automobile industry. The meeting passed the "New Energy Automobile Industry Development Plan" (hereinafter referred to as the "Plan"), which requires to increase key technology research, promote the deep integration of the industry, strengthen the construction of infrastructure such as charging and swapping, hydrogenation, and starting the national ecological system in 2021. In civilized experimental areas and key areas for air pollution prevention and control, new or updated public vehicles such as public transportation, rental, logistics and distribution, and the proportion of new energy vehicles shall not be less than 80%.

From the four main points announced in the "Plan", it is clear that the new energy automobile industry will be supported to accelerate the pace of development in areas such as technological innovation, system design, and infrastructure. Sub-industries such as Internet of Vehicles, power exchange, and infrastructure will all benefit from the new The rapid development of energy vehicles.


Encourage double innovation in key technologies


     The "Plan" particularly emphasizes the need to increase key technological breakthroughs and encourage the development and innovation of vehicle operating systems and power batteries, that is, "one hard and one soft" dual innovation.

      In terms of hardware, most of the leading domestic battery companies have entered the global car company procurement list, but the pressure from overseas opponents is also not to be underestimated. Tesla's 4680 battery released on Battery Day not long ago once again took the lead in reducing costs and improving manufacturing efficiency; the second wave of offensive triggered by LG Chem and Panasonic with global orders has just begun. Objectively speaking, the cost and safety of power batteries have not been completely resolved today, and the anxiety of ordinary users about battery life and safety has not been completely eliminated. Chinese power battery companies still have great pressure to survive and challenge.

       In terms of software, the "Plan" clarifies that by 2025, China's new energy vehicle sales will account for about 25% of new car sales, intelligent networked vehicles will account for 30% of new vehicle sales, and highly autonomous intelligent networked vehicles will achieve business in limited areas and specific scenarios.化 Application. It can be seen that in the era of smart cars represented by autonomous driving, electronically controlled IGBT devices, chips (mainly AI), autonomous driving computing platforms, and vehicle operating systems have become competitive high ground. "At this stage, these core components are still highly dependent on imports in China. The IGBT device market for electronic control core components is basically monopolized by Infineon and Siemens, and image processing chips are basically monopolized by NVIDIA and Mobileye. Autonomous driving platforms and AI chips are only available in my country. Huawei and some start-up companies can do it, but the scale is still very small." An industry insider said bluntly.

      According to Liu Bin, deputy director of the Policy Research Office of the China Automotive Technology Research Center, weak basic research capabilities at the innovation level, key core technologies constrained by people, and insufficient innovative talents have become the main challenges restricting the development of new energy vehicles. Liu Bin suggested that the next step is to encourage the industry to tackle key core technologies in the form of special projects, encourage core enterprises in the industry chain to form cross-industry alliances, build an industry integration development ecology, and form a development force. At the same time, promote the construction of related disciplines and professional layout, and promote the establishment of an interdisciplinary training system. The Minister of Industry and Information Technology Miao Wei also said that 80% of 5G applications will be used for communication between things, and 5G technology applications represented by driverless cars may be the earliest applications. The general consensus in the industry is that electrification will be the first half, while networking and intelligence will be the second half.


Car and electricity separation mode is encouraged


       Charging and endurance are the main bottlenecks in the development of new energy vehicles. Official data show that as of the end of June 2020, the number of charging piles in the country reached 1.322 million, of which 558,000 are public charging piles, ranking first in the world. But this figure still cannot meet the needs of new energy vehicle users. The lack of charging piles, in turn, will greatly limit the endurance of new energy vehicles.

     The "Plan" pointed out that it is necessary to strengthen the construction of infrastructure such as charging and swapping and hydrogen refueling, accelerate the formation of fast-charging highways and urban and rural public charging networks, and provide financial support for the construction of charging piles as public facilities.

New energy vehicle consumption has a huge market in rural China, and rural charging piles and charging networks have become the biggest restriction for new energy vehicles to go to the countryside. According to Xu Haidong, deputy chief engineer of the China Association of Automobile Manufacturers, to open up the rural market, the new energy automobile industry must increase support for the car’s rural charging infrastructure, and at the same time encourage companies to explore new business models, such as The sales of new energy vehicles are brought up in rural areas.

In fact, during the two sessions this year, the government’s work report clearly stated that “building charging piles and promoting new energy vehicles” were included in the “new infrastructure” category. In addition, in September this year, 20 units, including the China Automobile Manufacturers Association, signed the "Joint Statement on Building an Ecosystem with the "Separation of Vehicle and Electricity" Model for New Energy Vehicles", marking the official establishment of the ecosystem of separation of vehicles and electricity. Some people believe that although there are still many problems to be solved in the battery swap mode at this stage, there are already suitable scenarios and vehicles suitable for the application. Driven by the policy, the separation mode of car and electricity has entered a growth channel that can be developed and expanded.

       In addition to infrastructure such as charging piles, the construction of hydrogen refueling stations is also rapidly increasing. Public data shows that my country has built 72 hydrogen refueling stations, and my country is expected to achieve the goal of building 100 hydrogen refueling stations in 2020. At the same time, the degree of localization of parts and components required for hydrogen refueling stations is relatively high. After the construction of large-scale construction, cost reduction can be realized in a short time.


Encourage strengthening of international cooperation


    The third article of the "Plan" is to encourage and strengthen international cooperation in the field of new energy vehicles. In the field of international cooperation, the Ministry of Industry and Information Technology issued the "Key Points for Standardization of New Energy Vehicles in 2019" in May last year. It was proposed not only to optimize the standard system, promote the innovative development of standards, research key areas, and meet the needs of industrial development, but also strengthen international participation and improvement. international influence. Among them, in terms of international coordination, it emphasizes the use of established China-EU, China-Germany, China-France, China-Japan and other bilateral cooperation mechanisms and APEC and other multilateral exchange platforms to continue to strengthen the safety, energy consumption, key components and charging infrastructure of electric vehicles. Exchange and cooperation in key areas, jointly carry out relevant technical research and testing and verification work, and support the coordination and promotion of domestic standards and international standards and regulations.

      With the deepening of economic globalization, the development of new energy vehicles is increasingly inseparable from international cooperation. Among them, advancing international production capacity cooperation is an important starting point for mutually beneficial cooperation. The content of capacity cooperation mainly includes equipment products, production lines, technology, standards, management experience, etc. Zhang Jingyi, senior project manager of the innovative business of BYD's International Cooperation Division, said that as more and more countries set carbon neutral targets, the demand for and supporting the localized production of new energy vehicles will bring about more KD factories. BYD currently has overseas plants for new energy vehicles and parts in Chennai, India, Komarom, Hungary, and Campinas, Brazil. Wang Lei, deputy general manager of CICC, said that South America, the Middle East, Russia, India, and ASEAN are key countries and regions for my country's vehicle exports. These key areas for business cooperation are breakthrough points for future capacity cooperation.

       In the first half of this year, European new energy vehicle sales were 403,300, surpassing China to become the world's largest new energy vehicle market. It can be said that while China's new energy automobile industry is progressing, traditional automobile powers and overseas automobile companies are also speeding up. With the gradual decline of subsidies, new energy vehicles also urgently need to transform their development momentum. The industry generally believes that the adoption of the "Plan" will provide important support for the future development of my country's new energy automobile industry.