The Goal Of New Energy Vehicle Industry Planning In 2025: From 25% Back To 20%, Power Consumption Reduction And Charging Network Layout To A New Height

Finally, the top-level design document of new energy vehicle industry was issued.

On the evening of November 2, the State Council issued the new energy vehicle industry development plan (2021-2035) (hereinafter referred to as the "plan"). In 2025, the total sales volume of new energy vehicles will be significantly adjusted, and the new energy market will be significantly improved by 20% of the total sales volume of new energy vehicles, and the auto charging service will be greatly improved in the future.

The development of new energy vehicles is still the only way for China to become a powerful automobile country from a big automobile country. It is also a strategic measure to deal with climate change and promote green development. However, compared with the draft released at the end of last year, the target of new energy vehicle sales in 2025 has been lowered - according to the draft, new energy vehicle sales will account for 25% by 2025.

From the target of new car sales and its changes, the pace of developing new energy vehicles in China tends to be stable. However, the change of proportion is only a blind adjustment of the scale. In fact, it is not difficult to see from the final planning that this round of new energy vehicle industry development is pursuing a breakthrough in quality.

The 21st century economic reporter noted that, compared with the previous draft, in the industrial development vision, in addition to proposing the application scale of new energy vehicles and intelligent connected vehicles, it also specifically proposed specific indicators in technology and application fields. For example, the average power consumption of pure electric passenger vehicles only appeared in the subdivision category before, and the construction of charging and swapping service network Let's wait.

Many car companies have begun to explore multi scene energy supplement methods, focusing on power availability and user experience. Visual China

From 25% back to 20%

One of the most important indicators of the new energy industry is the prospect of the new energy industry.

At the executive meeting of the State Council held in early October, it was announced that a new version of the new energy vehicle industry plan had been adopted, but the relevant indicators of industrial scale were not published at that time. It was not until the full text of the plan was announced on November 2 that "the proportion of new energy vehicle sales in 2025 will reach 20%".

This is also the most obvious change in the final plan. According to the draft of new energy vehicle industry planning released at the end of last year, the proportion is 25%. However, the discussion at that time was not about 25%, but about the proportion itself.

On the evening of November 2, an insider of a car company in Shanghai told the reporter of the 21st century economic report that it was not surprising that the sales target of new energy vehicles would return to 20% according to the process of the previous planning release and the results of the implementation of the last round of industrial planning.

The proportion of new car sales is a number that has been carefully considered. According to the reporter of the 21st century economic report, since the planning was started in February last year, a lot of modifications and adjustments have been made. In the earlier version of the internal document before the release of the draft at the end of the year, the plan for new energy vehicle sales in 2025 will be 20%.

It is worth mentioning that the recent "energy saving and new energy vehicle technology roadmap 2.0" issued by the Ministry of industry and information technology has indicated that the target of 25% in the draft may be adjusted.

According to roadmap 2.0, industry experts believe that the annual sales of new energy vehicles will account for about 20% in 2025. This is even the result of an adjustment to the original target - the previous technology roadmap suggested that by 2025, the proportion of new energy vehicle sales will be lower, at 15% - 20% (20% is the upper limit).

The road map is organized and compiled by the society of automotive engineering of China. Although it is not an official document in a strict sense, its research is an important work to support the government's science and technology and industry related planning, so it can play a role of wind vane to a large extent.

The biggest feature of roadmap 2.0 is that it changes the more radical expectation of the development prospect of new energy vehicles. It is clear that China will not set a timetable for banning the sale of fuel vehicles like many mature automobile markets, that is, for a long time, there will be no "only new energy vehicles". By 2035, the sales volume of new energy vehicles will account for more than 50% of the total sales.

In 2025, the proportion of sales volume will return to 20% from 25%. The latest industrial planning also sets a relatively stable target. This is also consistent with the formulation of the new plan itself. Before the release of the draft, the industry found that the plan no longer set specific sales targets like the previous industrial development plan, but only delineated a "line" of sales proportion, which itself was a reflection on the blind pursuit of scale in previous years.

"Conservative points are also conducive to overfulfilling tasks." The above-mentioned insiders told reporters of the 21st century economic report.

From scale to quality

Relaxing the pursuit of sales volume of new energy vehicles does not mean that the requirements for the new energy vehicle industry are reduced.

The plan gives a more detailed description of the future development vision of new energy vehicles. There are two more significant points. One is that "the average power consumption of new pure electric passenger vehicles will be reduced to 12.0 kwh / 100 km", and the other is that the convenience of charging and replacing service is significantly improved. These two points have appeared in the main body of the draft before, but they have not risen to the general height of the development vision.

It is not difficult to find that this is the pursuit of "high quality and sustainable development" for new energy vehicles. This paper puts forward the requirements for the power consumption standard of pure electric vehicles, and it is the only specific numerical index in the whole planning, which is intended to effectively improve the technology and energy saving level of pure electric vehicles.

The improvement of the convenience of charging and swapping service has placed the infrastructure construction of new energy vehicles in an unprecedented position - "the core of the promotion of new energy vehicles is infrastructure." Some people in the industry who have been engaged in automobile sales for many years told reporters that only after the infrastructure has been built can the new energy vehicles be regarded as truly developed.

It should be pointed out that for the development of charging and switching network, the final planning also gives a more detailed description. In the part of "accelerating the construction of infrastructure for charging and exchanging electricity", the planning specially divides different scenarios, guides the selection of charging and changing technologies, and adds "strengthening the overall coordination with urban and rural construction planning, power grid planning, property management, urban parking, etc

In the subdivision scenario, the planning proposes that the charging service in residential areas should actively promote intelligent orderly slow charging, supplemented by emergency fast charging, while Expressway and urban and rural public charging networks should be moderately advanced, fast charging and slow charging supplemented. In addition, the plan also encourages the application of power exchange mode, and strengthens the research and development of new charging technologies such as intelligent orderly charging and high-power charging. At the same time, a "wireless charging" is added to the new technologies.

The distribution of charging and changing facilities for different market segments has been launched in the industry. With the increase of the number of new energy vehicles, the 21st century economic reporter has learned that many car companies have begun to explore multi scene energy supplement methods, focusing on the power availability and user experience, rather than relying on the traditional home charging pile and public pile.

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