The motivation and guarantee for my country’s vigorous development of new energy vehicles
1. Current situation
In 2022, my country’s automobile production and sales will complete 27.021 million vehicles and 26.864 million vehicles respectively. With year-on-year growth of 3.4% and 2.1%, production and sales have ranked first in the world for 14 consecutive years. Among them, the annual production and sales of new energy vehicles reached 7 million units, reaching 7.058 million units and 6.887 million units respectively, a year-on-year increase of 96.9% and 93.4% respectively, with a market share of 25.6%.
2. Motives
1. Reduce dependence on petroleum energy
In 2021, China’s oil production will be 200 million tons, and its import volume will be 513 million tons. The degree of dependence reaches 72%. China's oil consumption accounts for 16.4% of the world's oil consumption, and its import volume accounts for 26.4% of the world's oil trade volume. In 2021, my country's vehicles consumed approximately 119 million tons of gasoline. Based on the calculation that 1 ton of crude oil is used to refine 0.256 tons of gasoline, 465 million tons of crude oil are needed to meet automobile consumption, accounting for 90.7% of oil imports! The development of new energy vehicles can effectively reduce oil consumption and is an important measure to ensure national energy security and reduce dependence on oil resources.
2. Pressure on environmental protection
my country promises that carbon dioxide emissions will peak before 2030 and strive to achieve carbon neutrality before 2060. In 2021, my country's carbon dioxide (CO2) emissions exceeded 11.9 billion tons, accounting for 33% of the global total, ranking first in the world in emissions. According to calculations by the China Automotive Technology and Research Center (hereinafter referred to as the China Automotive Center), the total life cycle carbon emissions of China's automobile industry in 2021 will reach 1.2 billion tons of carbon dioxide equivalent (tCO2e). Among them, the carbon emissions of passenger cars throughout their life cycle amount to 700 million tons of carbon dioxide equivalent (tCO2e). Calculations from the China Automotive Industry Center show that in 2021, 74% of China's passenger vehicle life cycle carbon emissions will be generated by the production and use of fuel, far exceeding the carbon emissions generated in the vehicle manufacturing process. Vehicle emissions have become a major contributor to environmental pollution. The pollutants directly emitted by motor vehicle exhaust mainly include carbon monoxide, nitrogen oxides, PM2.5 and volatile organic compounds. Nitrogen oxides and volatile organic compounds undergo complex atmospheric chemical reactions. The generation of secondary pollutants, such as ozone and PM2.5, can easily form regional air pollution under conditions of high atmospheric stability and adversely affect human health. New energy vehicles have almost zero emissions and will not produce a heat island effect when used in cities, reducing the rise of PM2.5. On a large scale, it can also reduce pollution to the entire global environment.
3. There is a historical opportunity for overtaking in China’s automobile industry
Considering industrial development and international competition: China started late in developing traditional automobiles. Although fuel vehicle technology has developed rapidly in recent years, There are still certain gaps in some key technologies and core products, and there are many patent obstacles. The traditional automobile brand effect is deeply rooted, and several established foreign automobile brands have occupied large market shares. Data show that the automobile industry is an industry with a ratio of about 1:6, that is, one unit of output of the automobile industry can drive an overall increase of 6 units of output in all aspects of the national economy. The development of new energy electric vehicles can break through technological fortresses and achieve brand overtaking in corners.
4. New energy vehicles are the most important carrier of the future information revolution
Considering the future technological revolution and development: With the development of 5G technology and artificial intelligence, the automobile industry will usher in With the earth-shaking technological reforms and upgrades, driverless driving, human-vehicle interconnection, artificial intelligence, and big data will become the main battlefield of the next industrial revolution, and new energy electric vehicles are the best carriers of these technologies.
3. Guarantees
1. Policy advantages
The state strongly supports the development of the new energy vehicle industry, including the implementation of vehicle purchase tax exemptions, corporate income tax reductions, etc. A series of policies have made new energy vehicles an important development direction of China's automobile industry.
2. Market advantage
China is one of the largest automobile markets in the world and has huge market potential. With the improvement of environmental awareness and policy support, China's new energy vehicle market demand continues to grow. At the same time, the huge demand is also conducive to the verification and transformation of new technologies.
3. Industrial chain advantages
China's new energy automobile industry chain is relatively complete, which can effectively ensure the effective supply of various upstream and downstream automobile parts and ensure the development of the new energy automobile industry.
4. Technical advantages
China’s technology research and development and application level in the field of new energy vehicles has gradually improved, and it has accumulated rich experience and technical reserves, making it a leader in battery technology, electric drive It is in a relatively leading position in terms of technology and other aspects.
5. Production cost advantages
China has advantages in production costs, parts procurement, etc., and can provide more reasonable prices while ensuring product quality, which enhances its competitiveness in the industry. The competitiveness of the new energy vehicle market.
6. Brand influence
Chinese automobile brands occupy a certain share in the domestic market and are gradually emerging in the international market. Some well-known Chinese automobile brands, such as BYD, NIO, etc., have achieved good results in the field of new energy vehicles, providing brand support for the development of China's new energy automobile industry.
7. Capital advantages
The financing environment and financing channels of Chinese enterprises have been further improved and developed, effectively supporting the development of new energy automobile industry chain enterprises.