Behind The Government Work Report Of New Energy Vehicles For The First Time In Eight Years

On March 5, the fourth session of the 13th National People's Congress opened, and the 2021 government work report was released. It is worth noting that after being written into the government work report for seven consecutive years, the term "new energy vehicle" has not been mentioned separately this year, but parking lot, charging pile, power station, power battery recovery, etc. related to new energy vehicles appear in the report.

With the rapid development of new energy vehicle industry, the pain points such as anxiety of driving range, high purchase cost, low residual value rate, difficult charging, slow charging and imperfect supporting facilities are highlighted. According to the data of CAAC, the sales volume of new energy vehicles in China will reach 1.367 million in 2020, with a year-on-year increase of 10.9%. According to its forecast, the production and sales of new energy vehicles will exceed 1.8 million in 2021. In this year's new energy vehicle industry related proposals, many members of the NPC and CPPCC proposed to strengthen infrastructure construction, promote the separation of vehicle and electricity mode, etc., to stimulate the demand for new energy consumption, which may have an important impact on the automobile industry.

The term "new energy vehicle" is absent for the first time

In this year's government work report, the term "new energy vehicle" which has been written into the government work report for the first time for seven consecutive years is absent. The expression related to new energy vehicles is "steadily increasing the consumption of automobiles and household appliances, removing unreasonable restrictions on second-hand car trading, increasing parking lots, charging piles, power station and other facilities, and accelerating the construction of power battery recycling system".

Thanks to the promotion of national subsidy policy, China's new energy vehicle industry has entered the outbreak period since 2014, which is also known as "the first year of new energy vehicles". The 21st century economic reporter has sorted out the government work reports since 2014. In the 2014 and 2015 government work reports, there is a saying of "promoting new energy vehicles". In 2016, the infrastructure construction related to new energy vehicles has been mentioned. In 2014, the government work report pointed out the promotion of new energy vehicles to accelerate the development of new energy vehicles industry, promote energy conservation and emission reduction, and promote the prevention and control of air pollution; in 2015, the promotion of new energy vehicles was combined with the improvement of vehicle gasoline and diesel standards, the control of traditional vehicle exhaust pollution, and the elimination of yellow label vehicles; in 2016, it proposed to vigorously develop and promote new energy with electric vehicles as the main body We will accelerate the construction of urban parking lots and charging facilities.

In 2017, the term "new energy vehicles" was replaced by "clean energy vehicles". In the paragraph of "strengthening vehicle exhaust control", it was mentioned that "encourage the use of clean energy vehicles"; in 2018, the term "new energy vehicles" was used again, proposing to promote the development of new energy vehicle industry, extend the preferential policy of vehicle purchase tax for new energy vehicles, and expand the opening of new energy vehicles and other fields; 2019 In 2020, it proposed to strengthen the construction of new infrastructure, develop the new generation information network, expand the application of 5g, build charging piles and promote new energy vehicles.

After sorting out, the reporter found that the government's focus in the field of new energy vehicles has gradually shifted from the guidance of new energy vehicles to focusing on the automobile aftermarket, use environment and infrastructure construction, so as to create a good environment for consumers to use new energy vehicles, so as to accelerate the popularization and promotion of new energy vehicles.

"According to the government work report, the automobile industry has entered a period of stable development, automobile consumption is the focus of policy support, the development of new energy vehicles has entered the track of marketization, and new energy vehicles have not been specifically mentioned, which is also a good thing." Cui Dongshu, Secretary General of the all China passenger Association, wrote that the overall automobile market will decline by 2% in 2020, showing a sharp increase of nearly 20% in trucks and a negative growth of 7% in passenger cars. In 2020, the problem of short-term consumption is obvious. Many short-term measures to promote automobile consumption are very good, but lack of stability and continuity. Therefore, it still needs the promotion of national and local governments at all levels to stabilize automobile consumption.

In addition, it is worth noting that "promoting the construction of charging and hydrogenation facilities" was mentioned in the government work report in 2019, and hydrogen energy was included in the government work report for the first time, but it was not mentioned in last year's and this year's government work reports. Experts in the automobile industry told reporters, "hydrogen fuel cell vehicles are still on the eve of mass production." The penetration rate of fuel cells in passenger cars is relatively low, and it still needs a long time to layout in this field. The main factor restricting hydrogen fuel vehicles is cost, not technology itself. In addition, hydrogen fuel cell vehicles have a long way to go in terms of supply chain and commercialization.

In order to achieve the goal of carbon peak in 2030 and carbon neutralization in 2060, and ensure the national energy security, several NPC and CPPCC representatives put forward suggestions on accelerating the development of hydrogen fuel cell vehicles. Chen Hong, deputy to the National People's Congress, Secretary of the Party committee of SAIC and chairman of the board of directors of SAIC, proposed to draw up a roadmap for the development of China's hydrogen energy strategy from the national level, and clarify the phased objectives and the key points of step-by-step implementation. Wang Fengying, deputy to the National People's Congress and President of Great Wall Motors, proposed to formulate the national top-level design of hydrogen energy, improve the standards and regulations, guide the increase of basic research investment in hydrogen fuel cells, break through the technical bottleneck of core materials and key components, accelerate the industrialization ability of fuel cell vehicles, encourage multiple means to reduce the promotion cost, and strengthen the coordination of high-quality resources to optimize the industrial development environment.

"New infrastructure" to be speeded up

The new energy vehicle industry is developing steadily, but the lack of convenience of charging and the imperfection of infrastructure are becoming increasingly prominent, and the shortage of charging piles has become a constraint.

According to the statistics released by the Ministry of public security, by the end of 2020, the number of new energy vehicles in China has reached 4.92 million, accounting for 1.75% of the total number of vehicles, including 4 million pure electric vehicles. According to the data of China electric vehicle charging infrastructure promotion alliance, by the end of December 2020, the cumulative number of charging infrastructure in China is 1.681 million, of which, the number of public charging piles is 807000, and the number of private charging piles (with charging facilities built with vehicles) is 874000, and the proportion of vehicle piles is about 3:1.

In this regard, Zeng Qinghong, deputy to the National People's Congress, Secretary of the Party committee and chairman of the GAC group, suggested that on the one hand, the construction of supporting infrastructure should be strengthened; at the same time, ordinary charging piles should be built in the qualified urban gas stations and parking lots; high-power fast charging stations (such as 180kW) should be built at the edge of the first and second tier cities and the urban-rural junction; on the other hand, the development of technological innovation should be accelerated Power fast charging technology.

Zhang Xinghai, deputy to the National People's Congress and founder and chairman of Xiaokang shares, said that we should encourage and support electric vehicles in rural areas, make them affordable and affordable, and accelerate the construction of charging pile facilities in rural areas where conditions permit. Zhou Fugeng, deputy to the National People's Congress and senior engineer of Jianghuai Automobile Group, suggested that the state should make clear the construction direction, standard and implementation path of charging facilities network in residential areas, expressways and urban and rural public areas, and give clear guidance to local governments and the market; at the same time, pilot construction of charging piles in residential areas should be carried out and the construction management of charging piles in residential areas should be strengthened.

In addition, Xiao Lichun, deputy to the National People's Congress and chairman of State Grid Hubei Electric Power Co., Ltd., proposed to support the construction and operation of charging facilities from the aspects of promoting the orderly development of public charging facilities, supporting the construction and operation of Expressway charging stations, and promoting the "unified construction and management" of charging piles in residential areas. Zhu Huarong, deputy to the National People's Congress, Secretary of the Party committee of Changan Automobile and chairman of the board of directors, proposed to introduce relevant policies to support the development of new energy vehicles in trough charging and peak discharge.

Chuancai Securities pointed out that the penetration rate of new energy vehicles has increased significantly. After the number of charging piles, location optimization and charging power are effectively improved, the problems of insufficient mileage, difficult charging and slow charging of new energy vehicles will be effectively solved, so as to promote the rapid development of the industry.

It is worth mentioning that as an important part of the new infrastructure construction, the "power station replacement" is mentioned again in this year's government work report after it was first written into the government work report last year. Cui Dongshu said, "the inclusion of the power exchange station in the government work report this time has a very good significance in promoting the development of taxi power exchange. But I think the private sector is still the direction of slow charging and fast charging, which is of great significance to the sustainable development of the power grid in the future and reducing the cost of residential vehicles. "

With the support of favorable policies, since 2020, the power exchange mode has developed rapidly, and many enterprises have launched power exchange mode. At present, the domestic car companies providing electricity exchange services include Weilai automobile, BAIC new energy, Chang'an new energy and Geely Automobile. Among them, Weilai directly faces private customers, while the last three mainly focus on taxis and online car hailing, and do not spread to social vehicles in a large scale. It is worth noting that the high construction and operation cost, difficult profit and inconsistent battery technical standards have become the difficulties in the large-scale popularization of power exchange mode.

The mode of power exchange has also been mentioned frequently in the proposals of the two sessions this year. Chen Hong hoped that the state would encourage the promotion and application of the non quick change and quick change "separation of vehicle and electricity" mode, and suggested that the relevant departments of the state should study together to comprehensively sort out and issue perfect management policies for the "separation of vehicle and electricity".

Ding Lei, member of the CPPCC National Committee and CEO of Netease, suggested that the power station should be replaced as the key point of new infrastructure construction, and the power exchange service network of "separation of vehicle and power supply" should be established, which could effectively solve the pain point of limited endurance mileage, so as to stimulate the consumption demand of new energy vehicles.

According to the calculation, under the slow charging mode, the electric vehicle generally takes 6 to 8 hours to fully charge, which takes a long time. It is difficult for the owner without private charging pile to ensure the slow charging frequency; however, frequent and fast charging is not conducive to extending the service life of the battery. Compared with simple charging, the power change mode can improve the safety, reduce the users' worries about mileage and improve the user experience of electric vehicles. In addition, the vehicle electric separation mode can reduce the vehicle purchase cost and solve the user's worries about the residual value and battery life of the second-hand electric vehicle. It is estimated that in 2021, there will be more vehicle enterprises to lay out the power exchange mode. Song Doudou reports from Guangzhou

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