Today, new energy vehicles have flown into the homes of ordinary people. What changes are China's new energy vehicle industry undergoing? How can new energy vehicles accelerate under the 'double carbon' goal? Let's listen to the insiders at the 2021 world manufacturing conference.
Green leads from 'policy driven' to 'market driven'
Under the goal of 'double carbon', green leadership has become a new navigation mark for the new energy vehicle industry.
In September 2021, China's new energy vehicle market penetration rate was 17.3%, entering the rapid development stage of marketization with diversified users as the main body, and user demand has become the main driving force for market development.
'It's environmentally friendly and energy-saving. You can save a lot of money every month without refueling.' Zhang Xiao, a Shanghai citizen who has just started a new energy vehicle, said that driving a new energy vehicle is also a modest effort to achieve the goal of 'double carbon'.
'The new energy automobile industry is accelerating the transformation from 'policy driven' to 'market driven', and the industrial development is gradually realizing marketization.' Li Bin, CEO of Weilai automobile, said that as of October this year, Weilai had delivered 145703 new cars. From January to October this year, the cumulative delivery increased by 122.9% year-on-year.
The high quality development report 2021 of China's new energy vehicle industry released by China Automobile Industry Association shows that in 2021, despite the impact of global chip supply shortage and other factors, China's new energy vehicle production and sales are still breaking the historical record, and the cumulative production and sales from January to October have increased by about 1.8 times year-on-year. Up to now, the proportion of new energy vehicles in vehicle sales has reached 11%.
'Emission reduction and carbon reduction bring new variables to the automobile industry and provide important opportunities for automobile enterprises to reshape their competitive advantage.' Xiang xingchu, chairman of Anhui Jianghuai Automobile Group Co., Ltd., said that under the 'double carbon' goal, China's new energy automobile enterprises face both opportunities and challenges.
Li Yizhong, President of China Federation of industrial economics, said that from the perspective of carbon footprint, it is not only necessary to reduce carbon emissions in the use of automobiles, but also need to take into account all links such as energy production, automobile manufacturing and scrap recycling, so as to promote carbon emission reduction in the whole life cycle of the automobile industry.
Innovation driven from 'acceleration' to 'high quality'
New energy vehicles on display at the 2021 world manufacturing conference. Photographed by Xinhua News Agency reporter Wu Huijun
When new energy vehicles fly into the homes of ordinary people, the convenience of charging, the mileage and the unsafe driving have become the focus of owners' 'trying new'.
'The reduction of battery cost and performance improvement are the key to promoting the development of electric vehicles.' Li Zhen, chairman of GuoXuan High Tech Co., Ltd., said that the scientific progress of battery materials is very rapid. Nearly 1000 of the company's more than 2000 R & D personnel are engaged in material scientific research.
In terms of mileage, according to the data of the Ministry of industry and information technology, the average mileage of pure electric passenger vehicles has increased from 253 km in 2016 to 378 km in 2020. At present, many cars have reached more than 500 kilometers, and the range has been greatly improved on the original basis.
Driven by innovation, it has become the core support for the high-quality development of China's new energy vehicles.
Li Bin said, 'we have set up design and R & D centers in Shanghai, Hefei, Munich, Oxford and other places to devote ourselves to the independent R & D of core technologies.'
'China's vehicle electricity separation model has accelerated innovation and development, and the construction of charging network has accelerated. A number of vehicle enterprises such as Weilai, Weima, Geely, BAIC, Chang'an and SAIC are actively laying out the power exchange model,' said Shi Jianhua, Deputy Secretary General of China Automobile Industry Association, 'New energy vehicles should continue to develop in the long run. A better future for the development of new energy vehicles is reflected in safer products, more reliable quality, smarter operation, cheaper power consumption and more convenient charging.'
Relying on 'Internet plus' smart energy, China has accelerated the upgrading of its intelligence level, and actively promoted the charging mode of residential areas with intelligent slow charging and emergency charging as the supplement, and accelerated the formation of highway and urban and rural public charging networks with moderate advance, fast charging and slow charging.
According to the data released by China Automobile Industry Association, as of October 2021, the cumulative number of charging infrastructure in China was 2253000, a year-on-year increase of 50.4%, and 1086 replacement power stations.
The huge market potential and vigorous innovation ecology also make China a hot land for investment in the global new energy vehicle industry.
'Anhui's expanding automobile industry value chain provides us with a good opportunity to build a solid manufacturing base. We have certified more than 1000 suppliers, of which 20 key suppliers serving new energy vehicles are in Hefei,' said Ge Wandi, CEO of Volkswagen (Anhui) Co., Ltd, 'Volkswagen Anhui is not only the production base of pure electric vehicles, but also the main R & D force of Volkswagen Group.'
'China's auto market has experienced a period of rapid development for more than 10 years. The 14th five year plan is a key period for industrial transformation and upgrading, and will fully enter a new stage of high-quality development,' Shi Jianhua said.
Wisdom enjoys the future, competing for 'horsepower' to compete for 'computational power'
Can you imagine such a picture? Your car will not only judge your fatigue index, observe your mood, identify distractions and dangerous actions during driving, but also Park automatically... With the acceleration of the era of smart cars, such a scene is not far from our life.
'Intellectualization is a new driving force to promote automobile carbon reduction and emission reduction.' Li Yizhong said that automobile intelligent network will organically integrate vehicles, roads and people, and will realize unmanned intelligent driving, safety, efficiency, energy conservation and emission reduction. In 2020, the market penetration of L2 intelligent network passenger vehicles in China has reached 15%, and L3 automatic driving models have also been tested and verified.
According to ge Wandi, with the progress of technology, the automotive ecosystem has ushered in disruptive changes. The new era of personal mobile travel will not only create more social benefits, but also open up broader development space for future industrial development.
Software definition, data-driven and ubiquitous connection drive the '72 changes' of intelligent electric vehicles, subvert people's traditional cognition of cars, and the competition in the automobile market has changed from competing for 'horsepower' to competing for 'computing power'.
Cross border coordination has become the development trend of new energy vehicle industry. The 'vehicle energy integration', 'vehicle road coordination' and 'vehicle network interconnection' will aggregate and empower smart cities and make people's lives better.
'Cars will change from mobile tools to intelligent terminals, and meet people's personalized needs with higher-level automatic driving and more human-computer interaction.' Xiang xingchu said that based on 5g network related technologies and vehicle wireless communication technology, it will be able to realize the interaction between vehicles, between vehicles and urban infrastructure, and between vehicles and cloud, so as to promote the construction of smart city.