Focus on new energy and supply chain intelligent network, and focus on autobots in 2023.

In the past 2022, the automobile industry in China was in turmoil, and the epidemic situation repeatedly prevented dealers from carrying out offline activities. The supply chain crisis forced automobile enterprises to stop production and reduce production. The rise in raw material prices has forced the cost to rise, and the operation of car companies has also been affected. A series of crises have made the industry shout "too difficult"! However, with the help of the reduction of purchase tax on some fuel vehicles, subsidies for new energy vehicles and the combination boxing to stimulate automobile consumption in various places, the market has also recovered in adversity, ranking first in the world in terms of production and sales for 14 years.

Entering 2023, the third year of the 14th Five-Year Plan is also a crucial year. Social experience and development have returned to the right track, and the automobile industry has also ushered in a new round of subversive changes. The new development theme also puts forward new requirements for the industry. How will the automobile industry develop under the new situation? At the ongoing National People's Congress, the deputies will focus again.

To accelerate the transformation of the industry, new energy is still the top priority.

Under the background of "double carbon" goal and accelerating the transformation of industry to "new car", new energy and low carbon have become the key words of NPC and CPPCC deputies.

The data shows that in 2022, new energy vehicles continued to erupt, with production and sales of 7.058 million and 6.887 million respectively, up by 96.9% and 93.4% year-on-year, ranking first in the world for eight consecutive years. Among them, the market share of new energy reached 25.6%, and the development goal in 2025 put forward in the Development Plan of New Energy Automobile Industry (202 1-2035) was completed ahead of schedule.

It is generally believed in the industry that the new energy market presents a new situation in which the market scale and development quality are both improved, and the industry is driven by comprehensive marketization. In this context, constantly promoting the high-quality development of new energy has become the top priority of the industry.

Zhu Huarong, deputy to the National People's Congress, secretary of the Party Committee and chairman of Changan Automobile, pointed out in the "Proposal on Ensuring the Healthy and Coordinated Development of New Energy Vehicles" that China's new energy vehicles still face many challenges, including the uneven layout of charging and replacing infrastructure; Non-uniform battery standards, intensified competition, lack of core and expensive electricity have led to continuous losses of new energy automobile enterprises, and the industry has not yet found a sustainable profit model; Unreasonable market structure and other factors have weakened the growth momentum of the industry; Key raw materials are highly dependent on imports, and the localization of products such as automobile gauge chips needs to be broken through.

To this end, Zhu Huarong suggested speeding up the construction of charging and replacing infrastructure to alleviate user anxiety; Promote the standardization of power batteries and strengthen the technical research of the next generation of power batteries and chips; The policy focuses on the mid-end market and continues to exert efforts to promote the continuous optimization of the market structure of new energy vehicles in China; Internal and external synchronization, accelerate the development and layout of mineral resources such as lithium resources.

Feng Xingya, the new NPC representative, deputy secretary and general manager of Guangzhou Automobile Group, pointed out that in recent years, China's new energy vehicles have exploded, but due to factors such as large charging pile gap and long charging time, it has always been difficult to effectively alleviate the shortcomings of "difficult charging", which has also laid a hidden danger for the sustainable growth of the new energy automobile industry.

He believes that the power exchange mode, as one of the main energy supplement modes of new energy vehicles, has obvious advantages. However, China's power exchange mode is still in the primary stage, with backward overall planning and layout, low investment in research and development of electric vehicles, high construction cost of power exchange stations, different battery standards and specifications and lack of resources.

Based on this, Feng Xingya suggested to speed up the overall layout of the promotion of the national power exchange mode, study and introduce various support policies for the power exchange mode, support and reward automobile enterprises to launch the power exchange mode, and increase the encouragement of the policy of separating vehicles from electricity. After the state cancels the purchase tax exemption policy for new energy vehicles, the battery purchase tax will be exempted for electric vehicles.

At the same time, the government will take the lead in organizing enterprises or industry associations to speed up the unification of battery standards, simultaneously carry out pilot projects for vehicle power exchange in public areas, unify battery specifications and standards for power exchange stations, and promote the comprehensive standardization and rapid landing of automobile batteries.

In addition, Li Shufu, member of the Chinese People's Political Consultative Conference and chairman of Geely Holding Group, is also concerned about carbon emissions. He believes that compared with the EU carbon market, China's carbon market is illiquid and its price is much lower than that of the EU, so it is difficult for the market to promote carbon emission reduction, and it is also difficult for enterprises to pay enough attention to carbon emission reduction and make long-term plans.

To this end, he suggested improving the management and operation mechanism of the carbon market, activating carbon market transactions and giving full play to the role of the market in promoting carbon emission reduction; Expand the coverage of participating enterprises in the national carbon market; Fully popularize carbon labels and carbon GSP, and promote the whole society to consciously practice the "double carbon" responsibility. In addition, he also suggested speeding up the formulation and implementation of carbon points management measures for commercial vehicles.

The supply chain problem is difficult to solve, and car companies refuse to "get stuck"

Under the wave of "new four modernizations", intelligent technology, information technology and automobile industry are deeply integrated, and the structure of automobile industry has undergone subversive changes, and the new era of software-defined automobile is accelerating. In the era of "new car", the application demand of automobile instrument chip based on chip has become more extensive.

As we all know, since the automobile chip shortage broke out at the end of 2020, the crisis of core shortage is still spreading. According to AFS data, as of June 29, 65438, due to the shortage of chips, the global automobile market reduced production by about 304,600 cars this year. AFS predicts that due to insufficient supply of chips, the cumulative production reduction in the global automobile market will climb to 2,798,900 units this year.

In this context, many delegates also aimed at this field and tried to alleviate the dilemma of "getting stuck in the neck". Among them, Feng Xingya suggested vigorously improving the application rate of domestic chips: First, accelerate industrial transformation from the policy level, promote the research and development and application of "stuck neck" and high-end chips, increase policy incentives, and study and introduce incentives for the whole industry chain of domestic chips at the R&D end, application end and automobile consumption end; The second is to speed up the improvement of supporting measures for automobile chips, improve the application guarantee mechanism for automobile chips, and improve the technical specifications and testing standards for different industries.

Zhu Huarong suggested that, based on the market-oriented mechanism, we should improve the whole process support policy from scientific research achievements to commercialization, stimulate the vitality of innovative subjects, and accelerate the research and development of core technologies such as next-generation batteries and automotive chips.

In addition, on the supply chain side, the soaring price of raw materials has also become another major sticking point to curb the development of the automobile industry.

Liu Jingyu, deputy to the National People's Congress, Party Secretary and Chairman of Zhongchuang Xinhang Technology Group Co., Ltd. pointed out that lithium battery industry, as a core industry in the field of new energy, plays an important role in ensuring national energy security and promoting national energy strategy in the process of green and low-carbon development. At present, the development of lithium battery industry is mainly limited by the lack of upstream resources and disorderly competition within the industry.

To this end, Liu Jingyu hopes that the relevant state departments will implement the guidance and management of "a game of chess for the whole industry", accelerate the construction of a new pattern of orderly and high-quality development of lithium battery industry in China, and maintain and improve China's competitive advantage in the global industry.

Zeng Yuqun, member of the CPPCC and chairman of Contemporary Ampere Technology Co., Ltd., suggested studying the passport and supporting policies of power batteries and strengthening the life cycle management of battery products. In addition, he also mentioned that it is necessary to speed up the integration of power accounting rules with the world.

Focus on data security and escort smart cars.

The competition in the smart car industry is electrification in the first half and intelligence in the second half, which has become a knowledge in the industry. According to statistics, the sales volume of new energy vehicles in China is expected to exceed 30% in 2025, and the penetration rate of intelligent networked vehicles will reach 50%.

When talking about the development of the automobile industry in the second half of the year, Miao Wei, a member of the CPPCC National Committee and deputy director of the CPPCC Economic Committee, said, "Although it has become common knowledge in the industry that intelligent networked cars decide the outcome in the second half of the year, how to provide more policy tools for the accelerated development of the automobile industry, we still need to continue to work hard to cultivate a market environment that is more conducive to fair competition, how to determine a good technical route and anchor our goals."

Based on this, during the two sessions this year, a number of deputies made suggestions for the development of smart cars. Among them, He, deputy to the National People's Congress and chairman and CEO of Xpeng Automobile, said that in recent years, the state and local governments have successively issued relevant laws and regulations, providing certain legal protection for the development of intelligent networked cars and autonomous driving. However, due to the accelerated development and particularity of autonomous driving technology, the corresponding laws and regulations still need to be further improved, and safety standards and technical specifications need to be established urgently, so as to form an intelligent networked automobile legal system with China characteristics and work together to reach the "intellectual commanding height" of autonomous driving in China.

To this end, he suggested perfecting the formulation and revision of relevant laws and regulations and speeding up the implementation of relevant standards and technical specifications. In addition, he also suggested making a programmatic plan for self-driving car insurance; Encourage some areas to carry out autonomous driving insurance innovation first; Encourage self-driving car companies to participate in insurance product innovation.

Feng Xingya also believes that the commercial operation of self-driving cars in China lacks the support and norms of specific laws and regulations at this stage. It is suggested that the legislation of self-driving cars should be included in the next five-year legislative plan, and special laws for the commercial operation of self-driving cars should be explored.

Moreover, with the increasing popularity of smart cars, how to ensure data security and the legitimate rights and interests of consumers has become a top priority. Lei Jun, deputy to the National People's Congress, founder, chairman and CEO of Xiaomi Group, said that at present, the country has issued a number of recommended national standards for automobile-related data security, and standardized some scene requirements such as online car service and automobile data collection, which can not cover the entire research, production, supply and sales business.

To this end, he suggested that the competent authorities take the lead in formulating the classification and grading rules of automobile data, and accelerate the formulation of data security standards around the two main lines of automobile life cycle and data life cycle to guide industrial development. At the same time, an intelligent networked automobile data security certification system, data security rating and publicity system will be established to enhance the transparency and credibility of the industry.

Yin Tongyue, deputy to the National People's Congress, secretary of the Party Committee and chairman of Chery Holding Group, also believes that China's passenger car industry exceeds 6,543,800+million vehicles every year, which puts great demands on vehicle safety performance and safety. He suggested that the Ministry of Industry and Information Technology take the lead in improving vehicle safety technical standards, formulate an evaluation system that conforms to China's traffic characteristics, and sort out the safety evaluation and acceptance standards of automobile network.

Promote automobile enterprises to go out and stabilize automobile consumption.

As a pillar industry of the national economy, the vigorous development of the automobile market is particularly important. In 2023, due to the withdrawal of subsidies, early overdraft of consumption, Spring Festival holiday and other reasons, the auto market did not start smoothly. In order to boost automobile sales, many places have successively launched promotion policies to increase the release of automobile consumption potential.

Although the industry generally believes that this year's auto market will continue its good momentum since the second half of last year and eventually achieve positive growth, stabilizing auto consumption is still one of the hot topics at this stage.

Feng Xingya pointed out that since 2023, China's automobile consumption has been weak as a whole, subsidies and tax reduction policies have declined in a large area, and consumers' desire for bulk commodities has not recovered. China's automobile market has great development potential, but the circulation of used cars and the recycling of scrapped motor vehicles are not enough to stimulate the market potential.

To this end, he suggested changing the state subsidy policy into a demand-side strategy, giving continuous subsidies to the consumption of new energy vehicles, giving preferential subsidies directly to consumers, and continuing the automobile purchase tax reduction and exemption policy. At the same time, we will optimize the measures to restrict automobile purchases, promote the transformation of automobile consumption from purchase management to use management, accelerate the maturity of the used car market, improve the recycling system of scrapped motor vehicles, and promote automobile circulation.

Zhu Huarong said in "Suggestions on the Reform of Consumption Tax on Mainstream Fuel Vehicles in China" that the introduction of consumption tax on the basis of value-added tax on automobile products in China has played a positive role in promoting energy conservation and environmental protection, adjusting the structure of automobile industry and guiding rational consumption. However, with the transformation from luxury goods to mass consumer goods, the disadvantages of automobile consumption tax have gradually become prominent.

He pointed out that China's mainstream fuel vehicle consumption tax policy has not changed for many years, and there is a deviation from the actual demand; China's automobile taxes and fees are more, and the cost of car purchase for users is higher; Consumption tax has certain challenges in mobilizing the enthusiasm of local governments.

Therefore, Zhu Huarong proposes to halve the consumption tax rate for cars with a displacement of 2.0L or less. At the same time, it is suggested that vehicle purchase tax and vehicle consumption tax should be merged, and one tax should be retained to increase the proportion of local fiscal retention.

Yin Tongyue will focus on the export sector. He pointed out that in 2022, China will become the second largest automobile exporter in the world after Japan, and the performance and quality of China's automobile products will gradually narrow the gap with its main competitors in the international market. However, at present, China and South Korea have signed free trade agreements in countries where the major overseas markets of Japanese automobiles are located, and Japanese and Korean enterprises also enjoy more preferential policies, which leads to the Japanese automobile brands being in an unequal position in the international market competition.

To this end, Yin Tongyue suggested that State Taxation Administration of The People's Republic of China, the General Administration of Customs and other units should study further reducing the import tariff of whole vehicles in order to strive for more mutually beneficial trade policies and lower tariff barriers; The Ministry of Commerce and other ministries and commissions have accelerated the signing of trade agreements or customs unions with countries and regions where China's major automobile export markets are located, and formulated automobile-related tariff policies. At the same time, promote the second phase of negotiations with countries that have signed free trade agreements, include automobiles in the catalogue of agreements, and speed up the process of tariff concessions on automobile products.

Generally speaking, after an extraordinary year of 2022, China's automobile industry went upstream and got out of the shock. In 2023, the market environment is gradually improving. At the moment when the market ushered in a smooth start, during the two sessions of the National People's Congress in 2023, autobots also joined hands to point out the direction for high-quality development throughout the year.

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