Miao Wei from the Ministry of Industry and Information Technology: The long-term positive development trend of new energy vehicles has not changed

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At the 2020 China Electric Vehicles 100 Forum held from January 10th to 12th, Miao Wei, Minister of Industry and Information Technology, delivered a keynote speech. His main points are as follows:< br />

　1. China’s automobile market has gradually bottomed out and stabilized, and there is still room for development in the future.

3. To optimize the industrial development environment, we should further improve the double points policy, promote the implementation of policies to promote automobile consumption, and deepen exchanges and cooperation.

The following is the transcript of the speech:

2020 is a landmark year. From an overall perspective, this is the decisive year for our country to build a moderately prosperous society in all respects. We will achieve the first centenary goal and lay a solid foundation for the second centenary goal. From the perspective of the automobile industry, this is the final year of the "Energy Saving and New Energy Automobile Industry Development Plan (2012-2020)". It is also the year of reform and innovation, quality and efficiency improvement, transformation and upgrading in the context of major structural changes in the industry. The year of tackling key problems. Today, everyone gathered together to exchange and discuss around the theme of "grasping the situation, focusing on transformation, and introducing innovation" to make suggestions and work together for industrial development, which is of extraordinary significance. Here, I would also like to share with you the development situation of my country's automobile industry and considerations for the next step.

1. The development of my country’s automobile industry has entered a period of adjustment, with opportunities and challenges coexisting

First, my country’s automobile industry The market has gradually bottomed out and stabilized, and there is still room for development in the future. In the context of profound changes in China's domestic and external environment and new downward pressure on the economy, my country's automobile industry has experienced negative growth for the first time after 28 years of continuous growth since 2018, entering the market.market and industrial structure adjustment period. However, since the second half of last year, with the orderly adjustment of enterprises and the gradual implementation of relevant policies to promote consumption, the year-on-year decline in automobile production and sales has continued to narrow. Since November, output has shown positive year-on-year growth, and market confidence has recovered. Judging from recent exchanges with some key companies, the production and sales situation this year should be better than last year. This year and next will be a period of bottoming out and stabilizing, and annual production and sales may remain at around 25 million vehicles. The automobile industry has entered a critical period of transforming its development model, optimizing its industrial structure, and shifting from high-speed growth to high-quality development. During this process, we cannot wait passively, but should seize opportunities and take proactive actions: First, we must improve innovation capabilities and increase investment in research and development. , constantly upgrading products and increasing added value. According to statistics, although the operating income of key enterprises in the automobile industry dropped by about 5% in 2019, their R&D expenditures increased by more than 20%. This is a good start; second, we must strengthen brand cultivation and improve Product quality and service level, enhance brand value and consumer recognition; thirdly, we must focus on layout, effectively establish a global development strategy, coordinate the use of two domestic resources and two markets, achieve optimal allocation of factors within the scope, and "bring in" "In terms of "going out", we must implement policies and measures to further expand opening up and continue to optimize the business environment. In terms of "going out", we must increase market development, shift from opportunity-based exports to localized development, and work hard and achieve long-term results. Overall, as the supply-side structural reform continues to advance and the market becomes more fair and open, I believe that China will still be an automobile market with great potential, and the prospects for industrial development will still be broad.

　Second, the long-term positive development trend of new energy vehicles has not changed. In 2019, my country's new energy vehicle production and sales declined due to the combined effects of multiple factors such as greater macroeconomic pressure, the crowding-out effect of National Five fuel vehicle price cuts, and the decline of relevant support policies. However, the annual production and sales still exceeded 1.2 million. vehicle, maintain status. Moreover, since November, production and sales have gradually returned to the average level before subsidies were withdrawn, showing signs of improvement. At the same time, the quality of new energy vehicle products has improved significantly, the market share of mid-range models has continued to increase, and the cost of power battery systems has dropped to less than 1 yuan/watt-hour, a decrease of 85% from 2009. The industrial structure also continues to be optimized, backward enterprises are being eliminated at an accelerated pace, and advantageous enterprises are accelerating the pace of "going out". At present, we have a large new energy vehicle market, a complete industrial supporting system, and a complete policy support system, and have grown a number of outstanding competitive companies. In the long run, my country's new energy vehicle industry already has good scale efficiency advantages. and development environment. In the future, we will continue to adhere to the national strategy of developing new energy vehicles and consolidate and develop the hard-won good momentum.

The third is the rapid development of intelligent connected vehicle technology, and the simultaneous advancement of vehicle-road collaborative applications. At present, major domestic vehicle companies have accelerated the application of L1 and L2 assisted driving systems on electrified vehicle platforms, and will successively launch L3 autonomous driving function products suitable for traffic jams, parking and other scenarios in 2020. The research and development of operating systems, car-grade chips, electronic and electrical architectures, information security and other technologies have made progress. The in-vehicle operating systems developed in cooperation with car companies such as Zebra and Baidu have been widely promoted and applied. Huawei, Neusoft and others have increased in-vehicle computing. Research and development efforts on platforms and vehicle control operating systems. The "device-pipe-cloud" industrial ecosystem has been initially established. The proportion of 4G-based Internet of Vehicles terminals has increased significantly. Major breakthroughs have been made in the research and development of LTE-V2X communication chips and modules. Internet-connected applications based on 5G and LTE-V2X have entered the market. testing phase. The test and demonstration work of intelligent connected vehicles is progressing in an orderly manner. More than ten test demonstration areas have been built across the country, and more than 300 road test licenses have been issued in more than 20 cities. Shanghai, Changsha, Beijing, etc. have installed multi-mode models in batches on open roads. Roadside communication terminals and sensing equipment, and are actively promoting manned and cargo testing and demonstration applications.

2. Actively act, build consensus, and optimize the industrial development environment

In response to the current development situation of the automobile industry, actively In order to stabilize growth and promote transformation, in the past year, our Ministry, in conjunction with relevant departments, continued to optimize the industrial development environment and carried out a lot of work by solving practical problems and cultivating new driving forces.

First, strengthen confidence, build consensus, and prepare the “2035 Plan.” At the beginning of last year, with the approval of the State Council, our Ministry, together with relevant departments, carried out the preparation of the "New Energy Vehicle Industry Development Plan (2021-2035)" (hereinafter referred to as the "Plan") to stabilize industry expectations and strengthen development confidence. Promote industrial integration and plan for future development. With the joint efforts of all parties, the "Plan" has basically taken shape and is expected to be released in the first half of this year.

　The second is to further improve the double points policy. In July and September 2019, our Ministry twice publicly solicited opinions on the amendments to the "Measures for the Parallel Management of Average Fuel Consumption of Passenger Car Enterprises and New Energy Vehicle Points" (hereinafter referred to as the "Points Measures"). We Modifications and improvements have been made based on feedback and will be released in the near future. This policy revision is based on the two-year implementation experience of the "Points Measures" and comprehensively considers new situations and new issues in industrial development, aiming to build a long-term mechanism to promote the market-oriented development of new energy vehicles.

　The third is to promote the implementation of policies to promote automobile consumption. Our Ministry has cooperated with the National Development and Reform Commission, the Ministry of Commerce and other departments to formulate and introduce relevant policies and measures to stabilize growth and promote consumption, focusing on breaking down barriers to automobile consumption and promoting the formation of a strong domestic market. Recently, in accordance with the deployment of the State Council, our ministry organized and took the lead in studying policies and measures to promote stable growth of the manufacturing industry. It was reviewed by the State Council executive meeting on January 3. It also includes content to promote the reform and development of the automobile industry, specifically including deepening industry management and "delegating power, delegating regulation, delegating power, delegating power, delegating power, delegating power, delegating power, delegating power, delegating power, delegating power, delegating power, and improving regulation." , promote the electrification of vehicles used in public services, steadily promote the upgrade of emission standards, and promote the circulation of second-hand vehicles, etc.

　The fourth is to deepen exchanges and cooperation. In 2019, our ministry further deepened exchanges and cooperation with the European Union, Germany, Japan, Russia, Malaysia, Egypt and other countries in the fields of new energy vehicles, intelligent connected vehicles, and actively participated in the coordinated formulation of standards and regulations. The Vehicle Coordination Forum and other mechanisms continue to contribute Chinese wisdom and Chinese solutions.

3. Concentrate efforts, reform and break through, and promote high-quality development of the industry

At present, my country’s automobile industry is still There are long-term problems such as weak overall technical reserves and the need to improve innovation capabilities. It is also facing short-term impacts such as the decline of new energy vehicle subsidy policies and the upgrade of traditional vehicle emission standards. The entire industry is still facing great downward pressure. Under such circumstances, we must concentrate our efforts, change and break the situation, and take practical measures to enhance the driving force for sustainable development of the industry.

　First, do a good job in top-level design. Taking the conclusion of the "Energy Saving and New Energy Automobile Industry Development Plan (2012-2020)" and the release of the "New Energy Automobile Industry Development Plan (2021-2035)" as an opportunity, we will unswervingly and persistently promote new For the development of the energy vehicle industry, we will further improve policies and measures to effectively promote the smooth implementation of the goals and tasks of the two plans, and promote the integrated innovation and high-quality development of the new energy vehicle industry around the development trends of electrification, networking, intelligence, and sharing.

　The second is to promote coordinated development. We will work with relevant departments to further study and evaluate the subsidy adjustment policy for new energy vehicles and support the first electrification of public sector vehicles. Publish the amendment to the "Measures for the Parallel Management of Average Fuel Consumption of Passenger Car Enterprises and New Energy Vehicle Points" as soon as possible, and scientifically and rationally design the new energy vehicle point ratio requirements for 2021-2023 based on the new industry development situation, and introduce incentives for low fuel consumption vehicles and The points trading flexibility mechanism will further improve the mechanism for the coordinated development of traditional internal combustion engine vehicles and new energy vehicles, and grasp the rhythm of the conversion of old and new kinetic energy.
 

　The third is to accelerate reform and innovation. On the basis of ensuring product safety, energy conservation, and environmental protection, we will adopt more open and inclusive supervision methods, release product family management, group pilot management, and new technology, new processes, and new material application evaluation procedures. The detailed rules include launching pilot projects for product self-inspection and notification of commitments by enterprise groups, allowing qualified enterprises to carry out entrusted processing and production and other reform measures, further relaxing prior access, strengthening in-process and post-event supervision, and giving enterprises and the market more room for choice.

The fourth is to expand openness and cooperation. The automobile industry must practice the cooperation concept of openness, integration, mutual benefit and win-win, use openness to promote reform, development and innovation, make full use of opportunities such as the joint construction of the “Belt and Road”, and actively integrate into the automobile industry chain and supply chain. chain and value chain, promote the "going out" of new energy vehicles in collaboration with infrastructure, standards and regulations, and financial services, and integrate into the industrial system and market at a high level and with high quality.

It is advisable to take a broad view of the scenery. Facing the historical opportunity of reshaping the pattern and leapfrogging development of my country's automobile industry, it is even more necessary for us to not forget our original aspirations and keep our mission in mind. Under the guidance of Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era, we must adhere to new development concepts and focus on "consolidating, strengthening, The eight-character policy of "enhancement and smooth flow" will accelerate the transformation of my country from a major automobile country to an automobile power.