How serious is the impact of new energy vehicle policies?

On July 9, the State Council officially released the "Energy Saving and New Energy Automobile Industry Development Plan", which states that the development of the new energy automobile industry will use pure electric drive as the main strategic orientation for the development of new energy automobiles and the transformation of the automobile industry. , currently focusing on promoting the industrialization of pure electric vehicles and plug-in hybrid vehicles. In addition, the plan also makes specific requirements for the development goals of the new energy vehicle industry. First, in terms of sales, by 2015, the cumulative production and sales of pure electric vehicles and plug-in hybrid vehicles will strive to reach 500,000 units; by 2020, The production capacity of pure electric vehicles and plug-in hybrid electric vehicles reaches 2 million units, and the cumulative production and sales exceed 5 million units. Furthermore, in terms of mileage of electric vehicles, by 2015, the maximum speed of pure electric passenger cars and plug-in hybrid passenger cars will be no less than 100 km/h, and the driving range under comprehensive operating conditions in pure electric drive mode will be no less than 100 km/h. Below 150km and 50km. Finally, in terms of fuel-saving performance of electric vehicles, by 2015, the average fuel consumption of passenger cars produced that year will drop to 6.9 liters/100 kilometers, and the fuel consumption of energy-saving passenger cars will drop to less than 5.9 liters/100 kilometers. The following is the full text of the State Council’s notice on the issuance of the Energy Saving and New Energy Automobile Industry Development Plan (2012-2020). The people's governments of all provinces, autonomous regions, and municipalities directly under the Central Government, all ministries and commissions of the State Council, and all agencies directly under the State Council: The "Energy-saving and New Energy Automobile Industry Development Plan (2012-2020)" is hereby issued to you. Please implement it conscientiously. Introduction to the Energy Saving and New Energy Automobile Industry Development Plan of the State Council on June 28, 2012 (2012-2020) The automobile industry is an important pillar industry of the national economy and plays an important role in the national economy and social development. As my country's economy continues to develop rapidly and the urbanization process accelerates, the demand for automobiles will continue to grow for a long period of time in the future, and the resulting energy shortage and environmental pollution problems will become more prominent. Accelerating the cultivation and development of energy-saving vehicles and new energy vehicles is not only an urgent task to effectively alleviate energy and environmental pressures and promote the sustainable development of the automobile industry, but also a strategic measure to accelerate the transformation and upgrading of the automobile industry and cultivate new economic growth points and international competitive advantages. In order to implement the State Council’s decision-making and deployment on developing strategic emerging industries and strengthening energy conservation and emission reduction work, and to accelerate the cultivation and development of the energy-saving and new energy automobile industry, this plan is specially formulated. The planning period is 2012-2020. Development status and facing situation New energy vehicles refer to vehicles that use new power systems and are driven entirely or mainly by new energy sources. New energy vehicles referred to in this plan mainly include pure electric vehicles, plug-in hybrid vehicles and fuel cell vehicles. Energy-saving vehicles refer to vehicles that use an internal combustion engine as the main power system and have a comprehensive operating condition fuel consumption that is better than the target value for the next stage. The development of energy-saving and new energy vehicles is an important measure to reduce vehicle fuel consumption, alleviate the contradiction between fuel supply and demand, reduce exhaust emissions, improve the atmospheric environment, and promote technological progress and optimization and upgrading of the automobile industry. After nearly 10 years of research, development and demonstration operations, my country's new energy vehicles have basically laid the foundation for industrial development. Key technologies such as batteries, motors, electronic control and system integration have made significant progress. Pure electric vehicles and plug-in hybrid vehicles have begun to enter small markets. Launched into the market at scale. In recent years, positive progress has been made in the promotion and application of automotive energy-saving technologies. Through measures such as the implementation of fuel consumption limit standards for passenger cars and fiscal and tax policies to encourage the purchase of small-displacement vehicles, advanced internal combustion engines, efficient transmissions, lightweight materials, and vehicle optimization have Design and energy-saving technologies and products such as hybrid power have been vigorously promoted, and the average fuel consumption of automobiles has been significantly reduced; alternative fuel vehicle technologies such as natural gas have basically matured and initially achieved industrialization, forming a certain market size. But overall, my country's key technologies for new energy vehicles and some core components have not yet been broken through. Product costs are high, and the social supporting system is imperfect. Industrialization and marketization development are restricted. Key core technologies for automobile energy conservation have not yet been fully mastered. Compared with the international advanced level, there is still a certain gap in economic performance, and the market share of energy-saving small-displacement vehicles is relatively low.

Our country has built a complete automobile industry system. To develop energy-saving and new energy vehicles, we must not only make good use of the existing industrial foundation, but also give full play to the role of market mechanisms and strengthen planning and guidance to improve development efficiency. 1. Coordinate the development of new energy electric vehicle production capacity. According to the actual needs of industrial development and industrial policy requirements, the production capacity of new energy vehicles should be reasonably developed. When existing automobile companies implement reconstruction and expansion, they must consider building new energy vehicle production capacity as a whole. In the process of industrial development, attention should be paid to preventing low-level blind investment and redundant construction. 2. Focus on building power battery industry gathering areas. Actively promote the large-scale production of power batteries, accelerate the cultivation and development of a group of power battery production companies with continuous innovation capabilities, and strive to form 2-3 leading companies with a production and sales volume exceeding 10 billion watt-hours and with key material R&D and production capabilities, and in There are 2-3 backbone production enterprises in key material fields such as positive and negative electrodes, separators, and electrolytes. 3. Enhance the R&D and production capabilities of key components. Encourage relevant market entities to actively participate and increase investment, develop a number of key component companies that meet the requirements of industrial chain aggregation and have strong technological innovation capabilities, and cultivate 2-3 key companies in areas such as drive motors and high-efficiency transmissions. Support the development of specialized automotive electronics companies with strong international competitiveness in which vehicle companies participate in the equity stakes. (3) Accelerate the promotion, application and pilot demonstration. New energy vehicles are still in the early stages of industrialization and need to increase policy support, actively carry out promotion pilot demonstrations, accelerate market cultivation, and promote technological progress and industrial development. Energy-saving vehicles already have the foundation for industrialization and need to be promoted and popularized through comprehensive measures such as standard constraints and fiscal and tax support. 1. Solidly promote the pilot demonstration of new energy vehicles. Expand the scope of demonstration and promotion of new energy vehicles in the public service field in large and medium-sized cities, carry out pilot subsidy trials for private purchase of new energy vehicles, and focus on conducting performance verification, production and use, after-sales services, and batteries of new energy vehicles in pilot cities determined by the state. Comprehensive evaluation of recycling. Explore commercially feasible marketing models, coordinate the development of charging facilities, and form an effective mechanism for pilots to drive technological progress and industrial development. Explore various business models such as new energy vehicles and battery leasing, charging and swapping services, and form a number of high-quality new energy vehicle service companies. Continue to carry out fuel cell vehicle operation demonstrations to improve the reliability and durability of fuel cell systems and drive the development of hydrogen preparation, storage, transportation and filling technologies. 2. Vigorously promote and popularize energy-saving vehicles. Establish a sound automobile energy-saving management system, promote the research and development and application of various advanced energy-saving technologies such as hybrid power, and accelerate the popularization of energy-saving vehicles. An automobile fuel consumption management law based on enterprise average fuel consumption and phased target values ??was introduced. In 2012, fuel consumption management of domestically produced and imported vehicles sold in China began to be gradually implemented, and relevant testing and evaluation work was effectively carried out. , and proposed energy-saving technical indicators and annual requirements for automotive products from 2016 to 2020. Implement a heavy-duty commercial vehicle fuel consumption labeling system and a nitrogen oxide and other pollutant emission disclosure system. 3. Develop alternative fuel vehicles based on local conditions. The development of alternative fuel vehicles is a necessary supplement to reduce vehicle fuel consumption. Actively carry out the research, development and application of alternative fuel manufacturing technologies for vehicles, and encourage areas rich in natural gas (including liquefied natural gas), biofuels and other resources to develop alternative fuel vehicles. Explore other ways to apply alternative fuel vehicle technologies to promote the diversified development of vehicle energy. (4) Actively promote the construction of charging facilities. Complete charging facilities are an important guarantee for the development of the new energy vehicle industry. It is necessary to scientifically plan, strengthen technology development, explore effective business operation models, actively promote the construction of charging facilities, and adapt to the needs of the industrial development of new energy vehicles. 1. Formulate an overall development plan. Study and formulate an overall development plan for new energy vehicle charging facilities, support the development of various applicable technologies, and actively promote the construction of charging facilities in accordance with the industrialization process of new energy vehicles. In the early stages of industrial development, the focus is on building charging facilities in pilot cities.

In accordance with the principles of government guidance, market operation, management standards, and supporting innovation, support local governments in setting up energy-saving and new energy vehicle venture capital funds. Those who meet the conditions can apply for central financial participation in accordance with regulations, and guide social funds to invest in energy-saving and new energy in various ways. automotive industry. (4) Create a good environment conducive to industrial development. Vigorously develop new business formats such as professional services and value-added services that are conducive to expanding the market size of energy-saving and new energy vehicles, and establish marketing and after-sales service systems for new energy vehicles such as financial credit, insurance, leasing, logistics, second-hand car transactions, and power battery recycling. , to develop a quality and safety testing service platform for new energy vehicles and key parts. Study and implement supporting policies such as reduction of parking fees for new energy vehicles and preferential charging fees. New energy vehicles should be treated differently when relevant localities implement measures such as driving license restrictions, license plate quota auctions, and car purchase quotas. (5) Strengthen the protection of talent teams. Firmly establish the idea of ????talents first, establish a multi-level talent training system, and increase talent training efforts. Relying on relevant national special projects, we will cultivate a group of internationally renowned leading talents in the key core technology fields of energy-saving and new energy vehicles. Strengthen the construction of electrochemistry, new materials, automotive electronics, vehicle engineering, mechatronics and other related disciplines, and cultivate talents in technical research, product development, business management, intellectual property and technology application. Promote talent introduction in accordance with the relevant requirements of the National Medium and Long-term Talent Development Plan (2010-2020), and encourage enterprises, universities and scientific research institutions to introduce outstanding talents from abroad. Attention should be paid to the development of vocational education and job skills improvement training, and efforts should be made to cultivate engineering and technical personnel and professional skills. (6) Actively play the role of international cooperation. Support automobile companies, universities and scientific research institutions to carry out international cooperative research in the fields of basic and cutting-edge technologies of energy-saving and new energy vehicles, conduct global R&D service outsourcing, establish R&D institutions overseas, carry out joint R&D and submit patent applications abroad. Actively create conditions to carry out various forms of technical exchanges and cooperation, and learn from and learn from foreign advanced technologies and experiences. Improve export credit, insurance and other policies to support the export of new energy vehicle products, technologies and services. Support enterprises to cultivate international brands through overseas registration of trademarks, overseas acquisitions, etc. Give full play to the role of various multilateral and bilateral cooperation mechanisms, strengthen international exchanges and coordination in technical standards, policies and regulations, and cooperate to explore new commercialization models for promoting new energy vehicles. Plan and implement the establishment of an inter-ministerial coordination mechanism for energy conservation and new energy automobile industry development, led by the Ministry of Industry and Information Technology and participated by the National Development and Reform Commission, the Ministry of Science and Technology, the Ministry of Finance and other departments, to strengthen organizational leadership and overall coordination, and take a variety of comprehensive measures to form Work together to accelerate the development of energy-saving and new energy automobile industries. Each relevant department shall formulate its own work plan and supporting policies and measures based on the division of functions to ensure the completion of various goals and tasks set forth in the plan. Relevant regions should formulate specific implementation plans in accordance with the goals, tasks, policies and measures determined in the plan and in combination with local realities, and effectively organize and implement them to ensure effective results. Specific work plans and new situations and problems that arise during the implementation process must be reported to relevant departments in a timely manner.