On the node where the new energy market is steadily advancing, 1 1.2, the General Office of the State Council officially released the Development Plan of New Energy Automobile Industry (202 1-2035), which guides the future development direction of the new energy automobile market in 15, and this document is less than the last draft for comments.
However, in order to avoid the embarrassment that people who eat melons think that the article is too long to read, this time only four important aspects in the planning document are selected to elaborate.
Clarify the vision of the future new energy industry.
According to the vision of New Energy Automobile Industry Development Plan, it is predicted that by 2025, the overall competitiveness of China's new energy automobile market will be significantly enhanced. The average power consumption per 100 kilometers of pure electric passenger cars will drop to 12? Kwh, the sales of new energy vehicles will reach about 20% of the total sales of new cars.
Compared with the previous draft for comments, the official planning document has been reduced from 25% of the total sales of new energy vehicles in 2025 to 20%, and the overall goal is more stable. According to the description in the technical roadmap of energy-saving and new energy vehicles, it is estimated that pure electric and PHEV vehicles in China will account for 65,438+05%-25% of the total sales in the automobile market in 2025 and 30%-40% in 2030. To this end, Cui Dongshu, deputy secretary-general of the National Passenger Car Market Information Association, said: He believes that the 20% target can be achieved and the 25% target is promising.
For the power consumption of 100 kilometers, the power consumption of 100 kilometers in the previous draft for comments is 1 1? KWh, official documents have increased the power consumption per 100 kilometers 1? Kwh. Cui Dongshu thinks this is a positive signal. It is a new energy industry in the initial stage of development, and there is no simple power consumption limit. At present, independent brands in China are doing better in high-end new energy, which should give more room for development.
According to the planning document, it is predicted that by 2035, the core technology of China new energy automobile industry will reach the international advanced level, and high-quality brands will have strong international industrial competitiveness. By then, pure electric vehicles will become the mainstream of the sales market, and the public sector will be fully electrified. At the same time, fuel cell vehicles will be gradually commercialized, and vehicles equipped with highly autonomous driving should achieve large-scale coverage. Compared with today, the charging and replacing network has become more perfect and convenient. Perhaps by then, charging will no longer be a stumbling block for long-distance travel of new energy vehicles, which can promote energy conservation and emission reduction without affecting the efficiency of social operation.
Improve the construction of new energy infrastructure
If the vision of new energy vehicles is to plan a bright future blueprint for us, then the specific implementation level depends on the infrastructure. The planning document points out that it is necessary to speed up the construction of new energy charging and replacing infrastructure, realize scientific layout, and at the same time strengthen the overall coordination ability of urban and rural construction planning, power grid planning and property management, and urban parking.
In terms of charging service points in residential areas, the concept of orderly slow charging and emergency fast charging will be actively promoted. In terms of highways and urban and rural public charging networks, we will accelerate the strategic layout of moderately advanced, fast charging as the mainstay and slow charging as the supplement. At the same time, encourage the development of power exchange mode, strengthen the research and development of new charging technologies such as high-power charging and wireless charging, and improve the charging convenience of new energy vehicles.
As the saying goes, the smell of capital is the most sensitive. On the second day after the announcement of the new energy plan, the concept stocks of charging piles continued to strengthen. As of the close 1 1.3, Hanyu Group, Yingkerui and other stocks had daily limit, while Yizhi, Tianmai Technology and Nanjing Julong all rose more than 5%.
In addition to the reasonable layout of charging piles, the planning document also points out that the construction of a new generation of wireless communication network will be promoted, and the standard formulation and technical upgrade of wireless communication in the Internet of Vehicles (C-V2X) will be accelerated. At the same time, promote the digital transformation and upgrading of road infrastructure, strengthen the interconnection application of traffic lights, traffic signs and markings, and vehicle-mounted terminals, promote the formulation of relevant standards and the construction of management platforms for the intelligent construction and transformation of urban road infrastructure, and realize the advanced layout of future autonomous driving.
Cui Dongshu, Deputy Secretary-General of the National Passenger Car Market Information Association, believes that our weak shortcoming is the industrial basic ability. Although it looks beautiful from the data, the actual foundation is not solid and the controllability of many independent brands is insufficient. This planning document requires strengthening the industrial chain, which just opens a time window for all parties to do a good job in industrial basic capabilities.
Enhance the research and development strength of core technologies
For the development of any industry, only by laying a good foundation can we further enhance our own strength. According to the new energy planning document, the technological innovation ability will be improved and the "three verticals and three horizontals" R&D layout will be deepened in the future. That is to say, pure electric vehicles, plug-in hybrid vehicles (including extended range) and fuel cell vehicles are "three verticals", and automobile technology research and development are laid out to improve the safety technology level such as battery management and structural design, and improve the overall comprehensive performance of new energy vehicles.
In addition to the vehicle layout, we will also explore the construction of a new generation of electric vehicle drive system solutions based on power batteries and management systems, drive motors and power electronics, networking and intelligent technologies, carry out technical public relations on power batteries and fuel cell systems, and enhance the research and development capabilities of key technologies, advanced technologies and core components.
At the same time, in the future, we will accelerate the construction of * * * technology innovation platform, actively explore different technology paths and improve the supply capacity of key technologies through the joint R&D mechanism with leading enterprises, state key laboratories and national manufacturing innovation centers. Guide cross-disciplinary cooperation in the fields of automobiles, energy, transportation, information and communication, and establish future-oriented innovative service platforms for new energy vehicles, smart energy and transportation.
In terms of cross-border, Huawei is still far away. Not long ago, Huawei launched its own brand of smart car solutions-Hi. According to Huawei's official introduction, HI smart car solutions include: a brand-new computing communication architecture and five intelligent systems. It can realize a set of intelligent components such as intelligent driving, intelligent cockpit, intelligent electric, intelligent network connection, intelligent Che Yun, laser radar, AR-HUD, etc., which opens a door for cross-domain cooperation of OEM vehicles in the future.
Establish the "new three" route
Previously, for many car companies, it was often the "new four modernizations" route. The so-called "new four modernizations" means electrification, networking, intelligence and enjoyment. In this new energy automobile industry development planning document, * * * enjoyment was deleted for the first time. The document indicates that a new round of global scientific and technological revolution and industrial transformation are booming, and the integration of automobiles with energy, information and communication is accelerating. Electrification, networking and intelligence will become the development trend and trend of the automobile industry.
Therefore, Cui Dongshu, deputy secretary-general of the National Passenger Car Market Information Association, said: It is of great significance to delete the * * * enjoyment, which is not the goal of new energy development at all, but a business model, and it is unrealistic not to enjoy the car in the short to medium term.
Reality should also prove this. Since the economy of * * * began to decline, in addition to the collapse of * * * bicycles, a number of * * * car companies were overwhelmed by capital and operation, and some or all of their car businesses were suspended one after another, and even some enterprises with insufficient funds have declared bankruptcy. Therefore, it is a reasonable choice to delete * * * enjoyment from this planning document for the current car use environment.
The release of "New Energy Automobile Industry Development Plan (202 1-2035)" on the one hand represents the determination and strength of the long-term development of China's new energy automobile industry, on the other hand, it also forms long-term benefits for new energy automobile enterprises and their industrial chains. Huaxi Securities Research Report pointed out that the current policy support for new energy vehicles is increasing, and the penetration rate of new energy vehicles is still at a low level, and the overall growth trend in the future is relatively clear.
For our consumers, the release of this planning document means that the domestic new energy market will continue to improve in the future, and the portability of daily new energy use and the overall strength of vehicles will be greatly enhanced.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.