Industry Focus

Xinhua AUTO: From March 31 to April 2, 2023, the three-day 2023 China Electric Vehicles 100 Forum was grandly held at the Diaoyutai State Guesthouse in Beijing. The forum is hosted by the China Electric Vehicles Association of 100 and co-organized by Tsinghua University, China Society of Automotive Engineers, China Association of Automobile Manufacturers, China Automotive Technology and Research Center, and China Automotive Engineering Research Institute. Li Yizhong, former Minister of the Ministry of Industry and Information Technology, and the Ministry of Finance Senior leaders such as former minister Lou Jiwei, Chairman of the China Association for Science and Technology Wan Gang, Chairman of the China Electric Vehicles Committee of 100 Chen Qingtai, and Vice Chairman Ouyang Ming, an academician of the Chinese Academy of Sciences, attended the meeting. As an annual industry event in the field of new energy vehicles, this year's China Electric Vehicles 100 Forum*** has about 200 high-level guests from government, industry, academia, and research fields attending and speaking. The number of on-site guests is expected to exceed 3500 people.

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The forum focuses on the theme of "Promoting the Modernization of China's Automobile Industry"

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The 2023 China Electric Vehicles 100 Forum will focus on " The theme is "Promoting the Modernization of China's Automobile Industry". On the one hand, automobiles have now become highly innovative integrated products, and the entire industry has become more cross-border. There should be a definition that summarizes its future changes; on the other hand, my country's strategic vision for automobile development is to move from a major automobile country to a powerful automobile country. At present, this The goal is getting closer.

In the new situation of accelerating global electrification and intelligence, how to keep track of the next stage of development of the automotive industry, promote the construction of a powerful automotive country, explore a path to modernize the automotive industry with Chinese characteristics, and become an industry leader *** issues of common concern. "The modernization of the automobile industry is an important part of Chinese-style modernization." Xu Man, deputy secretary-general of the China Electric Vehicles Association of 100, said that our country is the world's largest country in new energy vehicles and is moving from an "auto power" to an "auto power." This laid the foundation for the modernization of my country's automobile industry.

The 2023 Meeting of 100 Forum adopts a new model that places equal emphasis on open forums and closed-door meetings, and upgrades to create 4 high-standard closed-door meetings, inviting relevant government departments, corporate decision-makers, experts and scholars to discuss the current industry Brainstorming on hot and difficult issues in development, and providing a high-quality closed-door discussion atmosphere, provides intellectual support for policymakers and corporate decision-makers to judge the industrial situation, grasp policy trends, and solve industry development problems.

The 2023 Meeting of 100 Forum will focus on the development situation of the global automobile industry, the high-quality development path of new energy vehicles, China’s intelligent connected vehicle development strategy, the development trend of core industrial chain supply chains such as power batteries, and the transformation of new generation automobile consumption. Trends, collaborative development strategies of automobiles and energy, new transportation energy security systems, commercial vehicle transformation directions, new automobile investment strategies, automobile aftermarket innovation paths, automobile digitalization and intelligent manufacturing models and other topics were discussed.

On the morning of March 31, the forum held two closed-door meetings in parallel on the first day. A seminar on the management system and governance system of the automobile industry facing the new situation was held on the supervision system of intelligent connected vehicles, relevant systems and policies for automobile manufacturers and product access, investment access, production capacity management, etc., and the opening-up policy of China's automobile industry to establish Discussion on the policy system for the transformation of automobile purchase management to usage management and other issues.

With the theme of "Accelerating the Zero-Emission Transformation of Commercial Vehicles in China and the United States", the Sino-US Transportation Carbon Neutrality High-end Roundtable will invite representatives from governments and enterprises in the field of commercial vehicles in China and the United States to discuss the zero-emission transition of commercial vehicles between China and the United States. The latest progress in the field of transformation; the direction of commercial vehicle transformation in China and the United States and the major challenges faced in the transformation process; commercial vehicle development technology paths and innovation models; future cooperation directions in the field of commercial vehicles between China and the United States; policies to promote the development and cooperation of commercial vehicles between China and the United States suggestion.

On the afternoon of March 31, a closed-door seminar on the development situation and policies of China's automobile industry and the Council of 100 People were held. Focusing on the theme of promoting the modernization of China's automobile industry, members of the Council of 100 and representatives of relevant government departments will conduct an in-depth analysis of the industry development trends in 2023, and discuss behind closed doors policy formulation and path plans to promote the high-quality development of China's automobile industry.

On the morning of April 1, with the theme of "Accelerating the transformation to electrification and promoting the integrated development of transportation and energy", the international forum will mainly discuss the new situation and pattern of global automotive energy development; global new energy vehicles and New trends and progress in energy integration; new opportunities and new models for cooperation in the global energy and automotive industries; new technologies and solutions for industrial collaboration; strategies to promote the ecological construction of green energy supply systems and green industrial chains; accelerating energy and automotive Mid- and long-term paths and policy systems for integrated development.

On the afternoon of April 1, closely following the theme of this forum "Promoting the Modernization of China's Automobile Industry", the high-level forum will focus on discussing the path and policy system for the high-quality development of new energy vehicles; the development of China's smart automobile industry Top-level design; paths and plans for collaboration between automobiles, energy, transportation, and cities; advanced corporate strategies and major practices. From the national policy level to the strategic practice of industry enterprises, comprehensively explain and discuss how to better promote the modernization of China's automobile industry.

On April 2, the conference organized 8 open special forums, namely: the automobile market and consumption forum with the theme of "Technology Leads Consumption Change", the Power Battery Forum with the theme of "Building Global Competitiveness" Battery Industry", the theme of the New Generation Automotive Energy Facility System Forum is "Building a New Generation of Automotive Energy Facility System", the theme of the New Energy Vehicle Aftermarket Forum is "Automotive Aftermarket Transformation and Innovation Practice in the Electric and Intelligent Era", Commercial Vehicle Sustainability The theme of the development forum is "Commercial Vehicle Industry Development in Deep Change", the theme of the Automotive Industry Digital Forum is "Data Driven and Digital Transformation of the Automotive Industry", the theme of the Smart Car Forum is "Progress and Trends of the Smart Car Industry", and the new mode of automobile production. With the theme of "Innovative Practice of New Automobile Production Methods", the Forum (NPS) goes deep into the subdivisions of the automobile industry, conducts targeted exchanges and solves the difficulties and pain points of the industry, and engages representative entrepreneurs, authoritative experts and scholars, new technologies and experts in various industries. Applied innovative entrepreneurs attended the meeting and gave speeches.

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Guests at the forum expressed insights and suggestions

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As of the end of February 2023, my country has built about 11.1 million charging stations. 10,000 charging stations and 5.59 million charging piles, effectively promoting the integrated development of new energy vehicles and energy transformation. The Ministry of Industry and Information Technology stated that my country is forming a Chinese plan for the integrated development of intelligent connected cars and smart cities, integrating and developing the three trillion-dollar industries of automobiles, information technology, and transportation to form a new growth level for my country's economic development.

At the 2023 Electric Vehicles Conference of 100 Forum, guest representatives said that our country is entering a new stage of development of the new energy vehicle industry. Our country’s new energy vehicles have shown a good situation of improving both market size and development quality. It is driving the simultaneous development of many related industries. Around 2025, my country's new energy vehicle sales will reach about 17 million vehicles, and the market share may be close to or even exceed 60%; by 2030, the market share will exceed 90%, about 32 million vehicles.

Behind the dazzling data, the development of the new energy vehicle industry is also facing new challenges. Wan Gang, chairman of the China Association for Science and Technology, pointed out that it is necessary to continue to strengthen the research and development of key, core, and basic technologies for new energy vehicles and highlight the cross-border integration of automobiles and energy, roads and digitalization. This will be the unique feature of the development of smart new energy vehicles in my country. , basic materials need to be strengthened, power chips need to be strengthened, chip and device research and development needs to be accelerated, and it needs to be expanded into the field of industrialization.

Ouyang Minggao, academician of the Chinese Academy of Sciences and vice chairman of the China Electric Vehicles Association of 100, believes that the new energy vehicle camp continues to expand, the market has entered the knockout stage, and the disruptive transformation of the entire automotive industry chain has begun. New energy vehicles Entering a new stage of large-scale industrialization. The popularization of new energy vehicles will force the comprehensive transformation of energy infrastructure and the development of new energy storage industries. The industrialization of smart electric vehicles will drive the development of smart robots, smart energy, smart low-carbon buildings, and smart cities.

Yang Xudong, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, believes: In 2022, the total output value of my country's lithium battery industry will reach 1.2 trillion yuan. CATL, the world's largest lithium battery manufacturer, has a global market share of 37.0% in 2022, an increase of 4 percentage points from the same period last year, ranking first in the world for six consecutive years.

my country's lithium battery industry has achieved rapid growth in applications such as electric vehicles, making positive contributions to the efficient development and utilization of new energy around the world and the green and low-carbon transformation and upgrading of the economy and society.

Chen Qingquan, honorary professor of the University of Hong Kong and academician of the Chinese Academy of Engineering, said that the first half of the automotive revolution is electrification, and its core technologies are lightweight car bodies, high-performance powertrain integration, and high-performance Our country has ranked first in output of battery safety packs for the past eight years. However, there are still challenges in my country's automotive revolution. The second half is about intelligence, networking, and sharing, with the core being automotive chips and operating systems. He pointed out that intelligent network connection has redefined the car. It is no longer a traditional mechanical product, but has moved from a transportation tool to an intelligent mobile travel space. Traditional automobiles are product-driven and sales-oriented. In the era of intelligent network connection, it has become a dual drive of "product + service". Traditional automobile distribution methods are dealers and 4S stores, centered on production and manufacturing, while intelligent network car is a marketing model of digital new retail, focusing on user services. as the center.

Zhang Yongwei, Secretary-General of the China Electric Vehicles Association of 100, pointed out: One-third of the more than 3,000 guests participating in the forum are from the Internet, electronics, energy, communications and other industries. The involvement of these cross-border companies also has It shows that the boundaries of automobiles are getting wider and wider, and it has become a leading industry with deep integration.

Wang Chuanfu, chairman and president of BYD Co., Ltd., said that the timetable for the full electrification of my country's automobiles is being advanced and the process is accelerating faster than imagined. The industry must be fully anticipated and prepared. In order to speed up the modernization of the automobile industry, he made two suggestions: first, he hopes to extend the purchase tax exemption policy for new energy vehicles until 2025; second, he hopes to promote the establishment of overcharging standards and recommends adopting a "multi-gun fast charging" model. The "multi-gun fast charging" mode uses two guns or multiple guns to charge one car at the same time. The advantage is that it is compatible in the past and can be expanded in the future without changing standards. Wang Chuanfu said that BYD has more than 100 patents in "multi-gun fast charging" and is willing to open them to the industry for free use.

Wang Jun, President of Changan Automobile and Deputy Secretary of the Party Committee of Changan Automobile, suggested promoting the construction of a leading technological innovation platform in the industry. Within the visible time window, smart electric vehicles may be the opportunity for Chinese brands to change competition and reshape the pattern. , the opportunity to build a world-class brand. Wang Jun believes that whether in terms of technology or market, China's new energy vehicles have gone through the era of small-scale, and the next step will be the stage of scale efficiency. The industry and brands will also have opportunities for new brands to join the new era. Opportunities to compete for pricing power. He made suggestions, first, to promote the construction of an innovation platform for industry-leading technologies. This includes using the new national system, government support, and industry collaboration to jointly tackle cutting-edge technologies such as next-generation batteries, AI chips, high-precision maps, and operating systems, and increase investment in forward-looking technologies in basic disciplines. The second is to create an industrial ecosystem that is safe, reliable, independent, controllable and sustainably competitive. Promote the full-stack controllability of new energy and intelligent core technologies and reduce the entire process costs of production factors.

An Conghui, President of Geely Holding Group and CEO of Jikrypton Intelligent Technology, believes that the European strategy will be released at the Shanghai Auto Show and enter the markets of developed European countries in the fourth quarter. Nowadays, more and more Chinese independent brand automobile companies are beginning to go to overseas markets. When Chinese automobile companies go abroad, they must strengthen their awareness of quality and benchmarking, and export high-standard, high-tech, and high-gold products, so that China's new energy vehicles will not only We must go out, and we must go up to jointly enhance the international image of China's new energy vehicle brands.

According to him, Ji Krypton will enter the markets of developed European countries in the fourth quarter of this year and compete directly with European luxury brands. During this year’s Shanghai Auto Show, Ji Krypton will officially release its European strategy.

Li Bin, founder, chairman and CEO of NIO, said: Technology research and development, charging and swapping facilities and global markets are the three major aspects of NIO's long-term investment. Last year, Weilai Automobile's annual R&D investment reached 10.8 billion yuan. While ensuring that operating risks are controllable and improving efficiency, it must still resolutely invest in technology research and development, construction of charging and swapping infrastructure, and for long-term and final victory. Entering the global market is NIO’s three major long-term investments. The technical aspects mainly focus on the full-stack capabilities of smart electric vehicles, including the operating system, materials, batteries, etc. at the bottom of the chip. NIO currently has 1,326 battery swap stations and 52 destination power-up routes in China, and users have completed nearly 20 million battery swaps.

"Nio not only has battery swapping, but we are also very active in the layout of charging piles. 500kW ultra-fast charging piles have begun to be installed."

Li Auto founder, chairman and CEO shared key points Regarding his experience in the organizational system, he said that the biggest challenge in building a car comes from organizational capabilities. After actually building a car, he discovered that the industry chain is so long and difficult, and the biggest challenge comes from organizational capabilities. Li Xiang believes that Li Auto has two most important products, one is smart electric vehicles for consumers, and the other is organizational capabilities for employees. At the end of last year, Li Auto officially launched a matrix organization upgrade aimed at annual revenue of 100 billion yuan. Li Xiang said that starting the matrix organization first solved the problem of no overall situation and each team worked independently; second, it solved the problem of technology, platform, and product R&D collaboration issues. Third, it solves the problem of product, supply chain, and delivery business collaboration.

Zhu Jiangming, founder, chairman and CEO of Leapmotor, said: Two years is the update cycle for smart electric vehicles, and the price is expected to drop to 50,000 yuan in ten years. In the past decade, with technological advancement, the overall prices of televisions, air conditioners, mobile phones and other industries have dropped significantly, and "Moore's Law" has been clearly reflected. Smart electric vehicles take electronic components as the core, and the electronic architecture replaces the mechanical architecture. This law also applies. In recent years, the iteration of the three major systems of smart cockpit, smart driving, and vehicle domain control has accelerated. He believes that two years is the update cycle of smart electric vehicles, and those who fail to keep up with this pace will fall behind. With an iteration rate of once every two years, smart electric vehicles may usher in an era of 50,000 yuan in ten years. Zhu Jiangming explained that the iteration speed of electric vehicles will be much faster than that of fuel vehicles, battery packs will continue to drop in price, the weight of electric drives will also continue to decrease, and semiconductor components will drop in price significantly according to Moore's Law. The cost reduction of smart driving and smart cockpit using single-chip solutions is also very likely, and advanced configurations such as air suspension will also be popularized in lower-priced models.

Yu Chengdong, Managing Director of Huawei, CEO of Terminal BG, and CEO of Smart Car Solutions BU: The essence of Wenjiewei’s ecological brand has not changed, and it does not conflict with the cooperative model planning of Chery, BAIC and JAC. As a force that cannot be ignored in the automotive industry, Huawei has recently once again emphasized that it will not build cars and prohibits the use of the Huawei brand for car promotion. In response to the Wenjie brand name change, it was originally intended to use "Huawei Wenjie" as an ecological brand so that consumers would not be confused when choosing. "Now it is produced by Cyrus, and soon Chery, BAIC and JAC will also produce cars with Huawei's complete solution (intelligent car selection mode). If they use different brands for marketing, service and retail, it will be very complicated. The investment cost is very high. Yu Chengdong pointed out that Huawei wants to jointly create a series of models through the Wenjie brand and its partners. At the same time, the cars planned by these car companies using the smart car selection model are not conflicting, and some are SUVs. , some make cars, some make MPVs, etc. He emphasized that no matter what, the essence of Huawei’s ecological alliance has not changed. “We will make full use of the production capacity resources of the (cooperating) car manufacturers, and no one will waste it. ”

Shao Bin, President of BMW (China) Automobile Trading Co., Ltd., said: In 2030, 50% of the group’s global sales will come from new energy vehicles, and the potential of hydrogen energy should be used to accelerate transportation transformation. BMW’s goal is to achieve this by 2030 In 2018, more than 50% of the entire group’s global sales came from new energy vehicles. In addition to electric vehicles, BMW also sees the potential of hydrogen energy technology to become another path to zero emissions. “As a multi-functional energy source, Hydrogen energy plays a key role in the energy transition and climate protection. Hydrogen is one of the most efficient ways to store and transport renewable energy. We should use this potential to accelerate the transportation transformation. Shao Bin believes that hydrogen fuel cell electric vehicles are an ideal technology to supplement automakers' zero-emission products. According to him, BMW plans to launch BMW's hydrogen fuel cell iX5 in small batches in several small markets this year to conduct some tests and exhibit.

Meng Xia, CEO of Volkswagen Passenger Car Brand China and head of sales of Volkswagen Group (China), said: It is recommended to extend the purchase tax exemption period for new energy vehicles beyond 2023. At present, cars The market has experienced a short-term slowdown in demand, and many new and highly competitive car-making forces are constantly flooding into the market. In addition, consumer demand changes faster than the development of technology. In response to some of the challenges currently faced, Volkswagen has formulated With a clear transformation roadmap to meet the challenges, between 2023 and 2027, the group will invest more than 180 billion euros in global markets including China; by 2024, Volkswagen will work with its Chinese joint venture partner *** on electric travel It has invested 15 billion euros in the field; before the end of 2030, the Volkswagen Group will complete the electrification of most Chinese models. For the Volkswagen Group and the entire Chinese automobile industry, more policy support will be of great benefit to the development of the entire industry. Therefore, he proposed: extending the purchase tax exemption period for new energy vehicles beyond 2023 and formulating a relatively stable policy framework; strengthening China's charging infrastructure construction, such as increasing the number of charging wall boxes in residential areas; strengthening lithium and chips, etc. The stability of the supply of key materials and parts; strengthening the layout of smart and connected vehicles.

Yuan Xiaolin, global senior vice president of Volvo Car Group and president and CEO of Volvo Cars Asia Pacific, said: Volvo will have new pure electric products launched every year in the future, and it is recommended to speed up the construction of charging infrastructure. Volvo proposed a comprehensive electrification strategy in 2017, and then further clarified that it will become a pure electric luxury car company by 2030. In 2021, Volvo will electrify all its models. In 2022, the new pure electric flagship SUV Volvo EX90 will be officially released. In the future, Volvo will have new pure electric products every year. In order to achieve the ultimate goal of building a sustainable ecological system, he put forward three suggestions: first, it is recommended to establish a full life cycle carbon emission accounting standard system as soon as possible; second, to speed up the construction of charging infrastructure and optimize the layout; third, to promote vehicle-network interaction pilots and promote Peak shaving and valley filling provide support for reducing carbon emissions in the entire power industry.

Zhang Xiyong, general manager of BAIC Group, proposed to be cautious about the statement that "the first half is electrification, and the second half is intelligence." China has become the world's largest producer and consumer of new energy vehicles since 2015. And has maintained the industry leadership for 8 consecutive years. Zhang Xiyong, general manager of BAIC Group, said that China's new energy vehicle industry has achieved scale development effects and entered a period of popularization, but the current development still has bottlenecks such as battery raw materials and car-grade chips and car-grade chips

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