Recently, the National Development and Reform Commission, the Ministry of Industry and Information Technology and other 1 1 national ministries and commissions jointly issued the "Smart Car Innovation and Development Strategy" exposure, which has aroused widespread concern in the whole industry chain of smart cars.
"Intelligent Vehicle Innovation and Development Strategy" is the top-level design of intelligent vehicle industry, which defines the strategic vision and main tasks of developing intelligent vehicles in China. According to the document, in 2025, China's standard smart car framework will be basically formed, smart cars with autonomous driving conditions will be mass-produced, and highly autonomous smart cars will be applied to the market in specific environments.
The development strategy of smart cars began two or three years ago. As early as 20 18 and 1, the National Development and Reform Commission issued the "Innovative Development Strategy for Smart Cars (Draft for Comment)" in official website. After two years of revision, the final draft was officially released.
Compared with the opinion draft, the biggest change in the final draft is the strategic vision. Due to different factors such as document release time and industrial development status, the planning time of relevant strategic vision has been delayed. For example, in terms of the whole industry framework, it was originally scheduled to take shape in 2020, and now it is basically formed in 2025.
Overall, the final draft of the strategy is more concise than the opinion draft, and combined with the development status and needs of the smart car industry, it provides more macro guidance in the formulation of industrial strategy, and at the same time cancels the relatively detailed quantitative requirements. In addition, the final draft also improved some guiding rules based on the industry development experience in recent years. For example, in the main task of "strengthening the management of automobile products", "improving the management regulations of automobile recalls" was added.
System target delay
In the strategic planning of smart cars, there are several key time nodes: 2020, 2025 and 2035. The previous opinion draft was published on 20 18, but the final draft was published in 2020, so the strategic goal promotion node moved back. At the same time, the original "three-step" plan has also been changed to "two-step".
Specifically, the basic formation time of the industry framework was changed from 2020 to 2025, and the overall formation time of the framework was changed from 2025 to 2035-2050. At the same time, the relevant expression "China standard smart cars are world-famous" was deleted from the opinion draft.
The framework of smart car industry refers to "the technical innovation, industrial ecology, road network facilities, laws and regulations, product supervision and information security system framework of standard smart cars in China", which represents the requirements of macro-development of the industry.
According to the analysis of the research report of BOC International Securities, after delaying the pace of advancing the strategic vision, in fact, all links are still "different challenges". In the process of promoting the development of smart cars, technological innovation is the focus. Although there are solutions at present, there are still challenges in the commercialization process.
But there is also optimism. The research report pointed out that before 2025, it will be a key node for technological breakthrough, infrastructure and security system investment. At this stage, the industrial ecology will gradually improve, even with the help of capital ahead of the technical level.
It is worth mentioning that, compared with the opinion draft, the final draft cancels the quantitative indicators of phased development and replaces them with general expressions.
In the part of the opinion draft about realizing the initial strategic vision in 2020, it is proposed that "the new proportion of smart cars will reach 50%", "the market-oriented application of medium and high-grade smart cars will be realized", "the coverage rate of in-vehicle wireless communication network (LTE-V2X) in big cities and expressways will reach 90%, and Beidou's high-precision space-time service will achieve full coverage".
On the one hand, these detailed goals are difficult to achieve in 2020, and on the other hand, they are considered unsuitable as programmatic documents such as strategic planning. At the same stage, the expression of the final draft was adjusted to: By 2025, smart cars with self-driving conditions will be produced on a large scale, and highly self-driving smart cars will be applied to the market in specific environments.
In the part of network support, the final draft also puts forward more specific requirements, indicating that by 2025, in the "intelligent transportation system and smart city related facilities construction", in-vehicle wireless communication networks (LTE-V2X, etc. ) will achieve regional coverage, a new generation of in-vehicle wireless communication network (5G-V2X) will be gradually applied in some cities and highways, and a high-precision space-time reference service network will achieve full coverage.
The Bank of China International Securities Analysis Team believes that from a technical point of view, the goal of the communication network part is highly certain, and it is even expected to be realized earlier than 2025. "Last year, the 5G commercialization process in China was significantly accelerated; Recently, the Ministry of Industry and Information Technology held a video conference to accelerate the development of 5G and do a good job in the resumption of production in the information and communication industry; 15 years 10 months 15 days, China Unicom and Volvo announced that they will jointly promote the development of V2X vehicle-road collaborative technology based on 5G. "
Adjustment of other expressions
In addition to the adjustment of the node arrangement of the strategic vision, the strategic planning has also changed in many details.
From the overall framework, the whole document was originally divided into four aspects: strategic situation, strategic program, strategic task and strategic guarantee. The final draft is still these four parts, but the corresponding expressions are adjusted to the development situation, overall requirements, main tasks and safeguard measures, weakening the word "strategy". Among them, the above-mentioned part about the system objectives is "strategic vision", which is located in the "overall requirements" of the second block.
Generally speaking, the language of the whole document is more concise, and the expression of development trends and overall requirements is shorter than that of the opinion draft. On the one hand, grasp the backbone, delete explanatory content, on the other hand, adjust some parts that are too detailed or no longer meet the current stage.
For example, the first part "development trend", the first point is that smart cars have become the strategic direction of the development of the global automobile industry. The opinion draft has been presented from the technical level, application level and competition level, but the final draft changed the "competition level" to "development level".
In this section, the original text wrote, "Smart cars have become a battleground for the new round of industrial layout. Some traditional industry giants and emerging innovative enterprises have joined forces to complement each other, take the lead in industrial layout and seize the initiative in competition. Major developed countries have formed intelligence by formulating national strategies, strengthening technological advantages, improving standards and regulations, and creating a market environment? Automobile first-Mover advantage. "
The final draft was condensed into one sentence, "Some multinational companies take the lead in industrial layout, and some countries actively create a good development environment. Smart cars have become a strategic choice for automobile powers. "
Similarly, in the strategic task, when conducting application demonstration, the expression of the opinion draft is "focusing on the use of airports, ports, mining areas and industries?" Park, tourist attractions and other relatively closed areas, urban public transport roads and other open areas set by relevant departments, as well as major projects such as Beijing Winter Olympics and Tongzhou Sub-center Intelligent Transportation and xiong'an new area Smart City, etc., to carry out smart car demonstration operation ... "
The final draft is changed to more general "to carry out the test operation and demonstration application of smart cars in specific areas, and to verify the accuracy of vehicle environment perception, the accuracy of scene positioning, the rationality of decision control, the system fault tolerance and fault handling ability ..."
In addition, some expressions have been slightly adjusted, such as "openness and tolerance" in the basic principles changed to "open cooperation", the technological innovation system of smart cars changed from "independent control" to "collaborative opening", the key "core" technological breakthrough changed to "basic" technology, the demonstration operation verification changed to "application demonstration pilot", and the strengthening of key links in the industrial chain changed to "enhancement".
In addition to streamlining and changes, there are some supplements, which involve some key roles and links in the industrial chain and clarify the advantages of developing smart car industry in China.
In the "guiding ideology" of the general requirements, two sentences have been added: "Give full play to the institutional advantages and super-large-scale market advantages of concentrating on doing great things", "Improve the capacity and industrial chain level of basic industries" and "Promote industrial integration and development as a way to create new models, cultivate new formats, improve the capacity and industrial chain level of basic industries and meet the needs of people's better life." ?
Under the basic principle of "overall planning and coordinated promotion", the overall concept of creating a development environment is refined into "creating a relaxed and inclusive development environment that supports and encourages innovation".
In the main task of "building a scientific and standardized supervision system for smart car products", in terms of strengthening the management of vehicle use, the management regulations on smart car production, access, sales, inspection, registration and recall have been improved, and the contents of recall have been specially increased.
In the first point of safeguard measures, the establishment of the national leading group for the innovation and development of intelligent vehicles was changed to "give full play to the role of the working mechanism such as the special development committee for vehicle networking of the National Manufacturing Power Construction Group", which is due to the change in the role of leading the development of intelligent networked vehicles at the national level.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.