Domestic brands compete for new energy tracks
Han Yadong, website of the State Supervision Commission of the Central Commission for Discipline Inspection
Recently, the news of the new energy automobile sector has been constant. On September 1 day, Xiaomi Automobile Headquarters officially settled in Beijing; On August 29th, BYD's brand-new pure electric vehicle Dolphin was listed at Chengdu Auto Show, which was regarded by the industry as "the biggest variable in the 100,000-level new energy market". Prior to this, BYD has been among the top ten in the market value of A shares. Wuling Hong Guang MINI EV, built by SAIC-GM-Wuling, has been the sales champion of new energy brands in China for 12 months since its listing in July last year.
Domestic new energy vehicle enterprises enter the "Million Club"
On August 29th, BYD Dolphin, a "100,000-class pure electric boutique", was listed at Chengdu Auto Show. The price range of the four models is 93,800 yuan-65,438+026,5438+0800 yuan.
As the earliest car company in China to set foot in new energy vehicles, BYD made continuous breakthroughs at 202 1. 19 In May, BYD officially rolled off the production line of the 1 10,000 new energy vehicle, becoming the fastest enterprise in the world to mass-produce the 1 10,000 electric vehicle. At present, only Tesla and BYD have completed the "million records" of new energy vehicles. In July, BYD's monthly sales of new energy passenger cars exceeded 50,000, setting a new record in China's new energy passenger car market. On August 4th, BYD's market value ranked among the top ten in the total market value of A-shares, and it is expected to become the first China car company with a market value exceeding one trillion. Contemporary Ampere Technology Co., Ltd. and BYD, two new energy giants, were born from the top ten companies in the A-share market. /kloc-in August of 0/2, BYD delivered the first electric car to Norwegian customers and officially entered the European market.
BYD insists on independent innovation and has mastered the core technologies of the whole industrial chain of new energy vehicles such as batteries, motors, electronic controls and chips. As of April this year, BYD has applied for about 33,000 patents worldwide, and granted about 2 1 1,000 patents, ranking first in the new energy vehicle patent list. At present, BYD's new energy vehicles have entered more than 50 countries and regions and more than 300 cities around the world. It is the first China automobile brand to enter developed markets such as Europe, America and Japan.
Power battery is the "heart" of new energy vehicles. Contemporary Ampere Technology Co., Ltd. is the leader of power battery industry in China, and has won the annual champion of global power battery installed capacity for four consecutive years. BYD is the world's leading manufacturer of power batteries.
Chen Shihua analyzed that as a new energy head enterprise, BYD and Contemporary Ampere Technology Co., Ltd. strengthened technological innovation, focusing on breaking through the core technologies of the whole industry chain in terms of materials, processes and equipment, battery modules, battery package management and battery development, laying a first-Mover advantage. "The market value of the two companies has climbed, and both companies have entered the top ten of the total market value of A shares, indicating that the society has affirmed the development direction of new energy vehicles."
The development of new energy automobile industry has entered the fast lane, and a number of domestic brands have risen strongly.
China's new energy vehicle market maintained a high-speed growth trend, and industrial development entered the fast lane. On August 26th, the Ministry of Industry and Information Technology released the annual report on the development of China automobile industry (202 1). In 2020, the sales volume of new energy vehicles in China reached 6.5438+0.367 million, a year-on-year increase of 654.38+0.9%, exceeding 6.5438+0 million for three consecutive years, showing a sustained high-speed growth trend, ranking first in the world for six consecutive years. From June to August this year, the production and sales of new energy vehicles are expected to exceed 6.5438+0.7 million, a year-on-year increase of three times, and the market penetration rate exceeds 654.38+00%. From the experience of smart phones, mobile payment and other related industries, when the penetration rate of a category is close to 10%, it means that the category enters the fast lane of occupying the market.
The market share of independent brands has increased, and a number of domestic new energy automobile brands have risen strongly. In June, 5438+this year 10 and April, Wuling Hong Guang MINI EV, known as the "people's scooter", topped the global sales list of new energy passenger cars twice. According to the data of market research organization EV Sales, among the top ten models in the global sales list of new energy passenger cars in the first half of this year, China brand occupied four seats, namely Wuling Hong Guang MINI EV, BYD Han EV, Euler Black Cat and GAC AION S. ..
BYD Korea Electric Vehicle and Wuling Hong Guang MINI Electric Vehicle are regarded as two representatives of independent brands in the new energy market. Xu Haidong, deputy chief engineer of China Automobile Industry Association and director of industrial research department, analyzed that since 20 19, the state subsidies for new energy vehicles have gradually declined, and new energy automobile companies have explored countermeasures: First, develop mid-to high-end models like BYD Han EV, covering costs at a price of more than 200,000; One is Wuling Hong Guang, a national car, which has accurate market positioning and promotes energy-saving and low-energy automobile products for low-consumption groups.
Independent brands have made steady progress and competed with joint venture brands for new energy tracks. In July this year, the wholesale sales of new energy passenger cars exceeded 10,000. Except Tesla, the rest were self-owned brand car products. Xu Haidong said that with its first-Mover advantage and quick response to the market, independent brands have gradually gained the strength and confidence in the new energy vehicle stage that they are not afraid of the challenges of joint venture brand car companies.
New energy vehicles drive the growth of automobile exports. According to the latest data from the Ministry of Commerce, from/kloc-0 to July, China's automobile exports increased by 1 02.5% year-on-year, the growth rate reached a record high in the same period, and the overall export growth rate of new energy vehicles increased by 0.6 percentage points.
At present, China's new energy automobile industry as a whole is at the advanced level in the world, but there are still weak links in the industrial chain supply chain.
In just a few decades, China's automobile industry has gone through the development process of western automobile industry for hundreds of years. Compared with developed countries, there is still a gap in the influence of core technologies and brands such as automobile engines in China. The core components involved in new energy vehicles, such as power batteries, drive motors and electronic control systems, are all emerging fields, which have opened up a new track for market participants. The development of new energy vehicles is a good opportunity for China to turn over the world automobile industry.
After 20 years of research and development, demonstration and promotion, China's new energy automobile industry has begun to take shape in industrial scale and technological advantages. According to the data released recently by SNE Research Company, a Korean research institution, in the first half of this year, China power battery enterprises accounted for half of the world's top ten electric vehicle battery installed capacity list.
Yang Shouwu, general manager of Dongfeng Zhixin Technology Co., Ltd. said that the core technologies of "Three Electricity" such as battery, motor and electronic control in China's new energy automobile industry have been self-controllable, whether it is the advanced technology, the iterative speed of products or the industrial base. The availability of resources is at the international first-class level.
The key core technology is the guarantee for the new energy automobile industry to achieve self-reliance. Chen Shihua believes that it is necessary to give full play to the core advantages of China's head enterprises in the fields of electrification, intelligence and networking, and continue to increase investment in key areas with comparative advantages or technological breakthroughs but not yet applied on a large scale. In particular, we will focus on breaking through the power battery technology with high safety, high strength, light weight, low cost and long life, developing high efficiency and high specific power drive motor technology, and realizing higher power density and higher efficiency motor control technology; Focus on breaking through the research of automotive semiconductors and components such as high computing power master control chips; Taking new energy vehicles as the carrier, we will overcome the core technologies and products such as complex environment fusion perception, intelligent network decision-making and control, cyber-physical systems architecture design, on-board intelligent computing platform, on-board operating system and so on.
From a big automobile country to a powerful automobile country, we must speed up the breakthrough of key core technologies of new energy and the layout of industrial chain.
Developing new energy vehicles is the only way for China to move from a big automobile country to a strong automobile country, and it is a strategic measure to cope with climate change and promote green development. The New Energy Vehicle Industry Development Plan (20021-2035) proposes that by 2025, the sales of new energy vehicles will reach about 20% of the total sales of new vehicles, and by 2035, pure electric vehicles will become the mainstream of new car sales.
At present, new energy vehicles have been in the stage of policy guidance to market promotion, and the primary problem to solve the large-scale market promotion of new energy vehicles is the high initial purchase cost. According to estimates, the cost disadvantage of new energy vehicles compared with traditional fuel vehicles is mainly reflected in the power battery, and the use cost is significant, and the life cycle use cost is about one-fifth of that of traditional fuel vehicles.
The safety of new energy vehicles is mainly battery safety and driving safety. According to incomplete statistics, by the end of last year, about 100 accidents of electric vehicles were reported nationwide, and the highest failure rate was spontaneous combustion during charging, accounting for 31%of the total accidents; The problem of intelligent driving safety of new energy vehicles has become increasingly prominent, and it is urgent to standardize the market.
At present, Europe, America, Japan and South Korea are accelerating their running on the new energy vehicle track. The next five years will be an accelerated period of global scientific and technological revolution and industrial transformation, and also a crucial period for China's new energy automobile industry to reach a new level under the new development pattern of domestic and international double circulation.
"In the face of fierce market competition, China new energy automobile enterprises can use internal circulation to promote technological innovation and brand building." Xu Haidong analyzed that China is a super-large-scale consumer market with a population of 654.38+0.4 billion, with a huge middle-income group, and its huge market capacity is enough to meet the requirements of economies of scale and agglomeration effect. We should make full use of this advantage, strengthen independent research and development of key core technologies and key components, and realize technological self-reliance.
After long-term market research, the team found that in terms of travel mileage, 84% of users actually travel within 40km every day, and 665,438+0% of users charge twice a week or less. Most of the daily travel scenes are commuting, shopping, and picking up and dropping off children to and from school. And most of them are two or four people. Wuling thus built the Hong Guang MINI EV, redefining the space, safety, energy consumption, energy supply and service of small electric vehicles, which won the favor of young users.
Discipline inspection and supervision organs play the role of supervising and ensuring implementation, promoting development, and constantly purifying and optimizing the political ecology of enterprises.
New energy vehicles are the development direction of China's industry, and also the historical mission of state-owned enterprises to practice "the greatness of the country". As a discipline inspection and supervision organ, it is not only an unshirkable supervisory responsibility but also a political task to ensure and serve enterprises to develop new energy vehicles.
China FAW Commission for Discipline Inspection focused on the development of new energy vehicles, the "stuck neck" technology and the new requirements of "promoting national brands", guided the decision-making and deployment around the central scientific and technological innovation, and conducted in-depth special inspections and investigations. The main responsible comrades of the Commission for Discipline Inspection of the Group visited R&D Institute and Hongqi Factory 10, and made unannounced visits to Changchun Jinshan and Beijing Xianglong Borui 1 1 Hongqi and Jiefang 4S stores.
At the same time, "sinking supervision" and "joint supervision" were carried out, and 79 suggestions were put forward to the Party Committee to promote the scientific implementation of "873", "1025" and "33 10" technical research plans by the group company, and establish synergy with contemporary Anpu Technology Co., Ltd. and 73 Huawei.
Through unremitting efforts, the sales volume of Hongqi brand exceeded 200,000 vehicles in 2020, up by 65,438+000% year-on-year, and the sales volume in the first half of this year increased by 65,438+007.3% year-on-year. China FAW's automobile sales, operating income and total profit increased by 20.4%, 28.2% and 25.3% respectively in half a year, which continuously consolidated the good development trend.
In the next step, the Commission for Discipline Inspection of China FAW will continue to play the role of supervising and ensuring implementation and promoting perfect development, continuously purify and optimize the political ecology of enterprises, speed up the breakthrough of key core technologies and industrial chain layout of new energy, realize the leap-forward development of China FAW's new energy business led by Hongqi brand, and build a high-end electric vehicle brand with advanced technology, excellent products and characteristic ecology.