Industry Focus

Xinhua Automobile: From March 3, 2023 to April 2, 2023, the three-day 2023 China Electric Vehicle committee of 100 Forum was held in Beijing Diaoyutai State Guesthouse. The forum was hosted by China Electric Vehicle committee of 100, and assisted by Tsinghua University, China Automotive Engineering Society, China Automobile Industry Association, China Automotive Technology Research Center and China Automotive Engineering Research Institute. Li, former Minister of Industry and Information Technology, Lou Jiwei, former Minister of Finance, Wan Gang, Chairman of China Association for Science and Technology, committee of 100, Chairman of China Electric Vehicle, Ou Yangming, Academician of Chinese Academy of Sciences and other senior leaders attended the meeting. As an annual industry event in the field of new energy vehicles, this year's China Electric Vehicle committee of 100 Forum * * has about 200 high-level guests from politics, industry, learning and research, and the number of on-site guests is expected to exceed 3,500.

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The theme of this forum is "Promoting the Modernization of China Automobile Industry"

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The theme of 2023 China committee of 100 Electric Vehicle Forum is "Promoting the Modernization of China Automobile Industry". On the one hand, automobile has become a highly innovative integrated product, and the whole industry is more cross-border, so there should be a definition that summarizes its future changes; On the other hand, the strategic vision of China's automobile development is to move from a big automobile country to a strong automobile country, and this goal is getting closer and closer.

Under the new situation of global electrification and intelligent acceleration, how to develop the automobile industry, promote the construction of a powerful automobile country and explore a road to modernization of the automobile industry with China characteristics in the next stage has become a common concern of people in the industry. "The modernization of automobile industry is an important part of China's modernization." Xu Man, Deputy Secretary-General of committee of 100, China Electric Vehicle, said that China is the largest country of new energy vehicles in the world, and it is moving from "automobile power" to "automobile power", which laid the foundation for the modernization of China's automobile industry.

Committee of 100 Forum 2023 adopts a new mode of both open forum and closed meeting, and is upgraded to four high-standard closed meetings. It strongly invites relevant government departments, enterprise decision makers, experts and scholars to brainstorm on the hot and difficult issues of current industrial development, and provides intellectual support for policy makers and enterprise decision makers to judge the industrial situation, grasp policy trends and solve industrial development problems with a high-quality closed discussion atmosphere.

The forum of 2023 Committee of 100 members discussed many topics, such as the development situation of global automobile industry, the high-quality development path of new energy vehicles, the development strategy of China intelligent networked vehicles, the development trend of supply chain of core industrial chains such as power batteries, the change trend of new generation automobile consumption, the coordinated development strategy of automobiles and energy, the new transportation energy security system, the transformation direction of commercial vehicles, the investment strategy of new vehicles, the innovation path of automobile aftermarket, and the digital intelligent manufacturing mode of automobiles.

On the morning of March 3 1, the first day of the forum held two closed meetings at the same time. The seminar on management system and governance system of automobile industry facing the new situation will focus on topics such as intelligent networked automobile supervision system, automobile production enterprises and product access, investment access, relevant systems and policies of capacity management, China automobile industry opening-up policy, and the establishment of a policy system for changing automobile from purchase management to use management.

The Sino-US Transportation Carbon Neutralization and High-end Roundtable with the theme of "Accelerating the Zero Emission Transformation of Commercial Vehicles in China and the United States" will invite representatives from Chinese and American governments and enterprises in the commercial vehicle field to discuss the latest progress of the zero emission transformation of commercial vehicles in China and the United States; The transformation direction of commercial vehicles in China and the United States and the main challenges in the process of transformation; Technical path and innovation mode of commercial vehicle development; Future cooperation direction of commercial vehicles between China and the United States; Policy suggestions on promoting the development and cooperation of commercial vehicles between China and the United States.

On the afternoon of March 3 1, a closed-door seminar on the development situation and policies of China automobile industry and committee of 100 Committee was held. Focusing on the theme of promoting the modernization of China's automobile industry, 100 members of the board of directors and representatives of relevant government departments will deeply analyze the development trend of the industry in 2023, and discuss the policy formulation and path planning to promote the high-quality development of China's automobile industry behind closed doors.

On the morning of April 1, the theme of the international forum was "accelerating the transformation of electrification and promoting the integrated development of transportation and energy", which mainly discussed the new situation and new pattern of global automobile energy development; New trends and progress of global integration of new energy vehicles and energy: new opportunities and new modes of global cooperation between energy and automobile industry; New technologies and solutions for industrial synergy; The strategy of promoting the green energy supply system and the ecological construction of green industrial chain: the medium and long-term path and policy system of accelerating the integration of energy and automobile.

On the afternoon of April 1 day, closely following the theme of this forum "Promoting the Modernization of China Automobile Industry", the high-level forum will focus on the path and policy system for the high-quality development of new energy vehicles; Top-level design of intelligent automobile industry development in China: the path and scheme of automobile, energy, transportation and city coordination; Advanced enterprise strategy and main practice. From the national policy level to the strategic practice of industrial enterprises, this paper comprehensively expounds and discusses how to better promote the modernization of China automobile industry.

On April 2nd, the conference organized eight open thematic forums. They are: the theme of the auto market and consumption forum is "Technology leads consumption change", the theme of the power battery forum is "Building a globally competitive battery industry", the moderator of the new generation of auto energy facility system is "Building a new generation of auto energy facility system", and the moderator of the new energy vehicle aftermarket discussion is "Market change and innovative practice after electrification and intelligence in the automobile era". The theme of the sustainable development forum of commercial vehicles is "the development of commercial vehicle industry in deep change", the theme of the digital forum of automobile industry is "data-driven and digital transformation of automobile industry", the theme of the smart car forum is "the progress and trend of smart car industry", and the theme of the forum of new production mode of automobile (NPS) is "innovative practice of new production mode of automobile", which goes deep into the subdivision of automobile industry, exchanges and cracks the difficulties and pain points of the industry, representing entrepreneurs and authoritative experts and scholars in various industries.

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Forum guests expressed their opinions and made suggestions.

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By the end of February 2023, China had built about 1 1. 1 10,000 charging stations and 5.59 million charging piles, which effectively promoted the transformation and integration of new energy vehicles and energy. According to the Ministry of Industry and Information Technology, China is forming a Chinese plan for the integrated development of intelligent networked vehicles and smart cities, integrating the three trillion industries of automobiles, information technology and transportation, and forming a new growth level of China's economic development.

At the 2023 committee of 100 Forum on Electric Vehicles, the guests said that China is entering a new stage of the development of new energy vehicle industry, and the new energy vehicles in China have shown a good situation of double improvement in market scale and development quality, which is driving the common development of many related industries. Around 2025, the sales volume of new energy vehicles in China will reach170,000, and the market share may approach or even exceed 60%; By 2030, the market share will exceed 90%, about 32 million vehicles.

Behind the bright data, the development of new energy automobile industry is also facing new challenges. Wan Gang, chairman of China Association for Science and Technology, pointed out that it will be a major feature of the development of intelligent new energy vehicles in China to continuously strengthen the research and development of key, core and basic technologies of new energy vehicles and highlight the cross-border integration of automobiles with energy, roads and digitalization. Basic materials need to be strengthened, power chips need to be strengthened, research and development of chips and devices need to be accelerated, and they need to be extended to the field of industrialization.

Gao, an academician of China Academy of Sciences and vice chairman of China Electric Vehicle committee of 100, believes that the camp of new energy vehicles has been expanding, the market has entered the knockout stage, subversive changes in the whole automobile industry chain have begun, and new energy vehicles have entered a new stage of large-scale industrialization. The popularization of new energy vehicles will force the comprehensive transformation of energy infrastructure and the great development of new energy storage industry. The industrialization of intelligent electric vehicles will drive the great development of intelligent robots, intelligent energy, intelligent low-carbon buildings and intelligent cities.

Yang Xudong, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, believes that in 2022, the total output value of China's lithium battery industry will reach 1.2 trillion yuan. Contemporary Ampere Technology Co., Ltd., the world's largest lithium battery manufacturer, has a global market share of 37.0% in 2022, up by 4 percentage points over the same period of last year, ranking first in the world for six consecutive years. The application of lithium battery industry in electric vehicles and other fields in China has achieved rapid growth, which has made positive contributions to the efficient development and utilization of new energy and the green and low-carbon transformation and upgrading of economy and society.

Chen Qingquan, honorary professor of HKU and academician of China Academy of Engineering, said that the first half of the automobile revolution was electrification, and its core technologies were car body lightweight, high-performance powertrain integration and high-performance battery safety package. China has been the first producer for eight consecutive years. However, there are still challenges in China's automobile revolution. The second half is intelligent, networked and shared, and the core is the automobile chip and operating system. He pointed out that the intelligent network has redefined the car, and the car is no longer a traditional mechanical product, but moves from a means of transportation to an intelligent mobile travel space. Traditional cars are driven by products and aimed at sales. In the era of intelligent networking, it has become a dual drive of "product+service". The traditional automobile distribution methods are dealers and 4S shops, with manufacturing as the center, while the intelligent networked automobile is a new digital retail marketing model with customer service as the center.

Zhang Yongwei, Secretary-General of China Electric Vehicle committee of 100, pointed out that one third of the more than 3,000 guests attending the forum came from the Internet, electronics, energy, communications and other industries. The involvement of these cross-border enterprises also shows that the boundaries of automobiles are getting wider and wider, and they have become the leading industries of deep integration.

Wang Chuanfu, chairman and president of BYD Co., Ltd., said that the schedule of full electrification of China automobile is ahead of schedule, and the process is accelerated, faster than expected, and the industry should have full expectations and preparations. In order to speed up the modernization of the automobile industry, he made two suggestions: First, he hoped to extend the purchase tax reduction and exemption policy for new energy vehicles to 2025; Second, he promoted the establishment of overcharge standards and suggested adopting the "multi-gun fast charging" mode. "Multi-gun fast charging" mode refers to charging a car with two or more guns at the same time. The advantage is that it is compatible in the past and can be expanded in the future without changing the standard. Wang Chuanfu said that BYD has more than 100 "multi-gun fast charging" patents 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, suggested promoting the construction of industrial technology innovation platform. In the visible time window, intelligent electric vehicles may be an opportunity for China brands to change the competitive landscape, reshape the landscape and build a world-class brand. Wang Jun believes that, regardless of technology or market, China's new energy vehicles have gone through a small-scale era, and the next step will be to achieve economies of scale, and industries and brands will also have the opportunity to give new brands the opportunity to re-compete for pricing power. He made suggestions. The first is to promote the construction of industrial technology innovation platform. Including the use of the new national system, government support, industry collaboration, * * * and the next generation of batteries, AI chips, high-precision maps, operating systems and other * * * technologies, and increase investment in forward-looking technologies in basic disciplines. The second is to build a safe, reliable, independent and controllable industrial ecology with sustainable competitiveness. Promote the full stack control of new energy and intelligent core technologies, and reduce the whole process cost of production factors.

An Conghui, president of Geely Holding Group and CEO of Jizhi Technology, believes that the European strategy will be released at the Shanghai Auto Show and enter the markets of developed countries in Europe in the fourth quarter. Nowadays, more and more self-owned brand automobile enterprises in China are heading for overseas markets. When China Automobile Company goes abroad, it is necessary to strengthen the awareness of high-quality products and benchmarking, and export products with high standards, high technology and high gold content, so that China new energy vehicles can not only go abroad, but also go up, and * * * enhance the international image of China new energy vehicle brand.

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

Li Bin, founder, chairman and CEO of Weilai, said: Technology research and development, charging and replacing facilities and global market are the three major aspects of Weilai's long-term investment. Last year, the annual R&D investment of Weilai Automobile reached 654.38+0.08 billion yuan. While ensuring controllable business risks and improving efficiency, we must resolutely invest in long-term and ultimate success. Technology research and development, charging and replacing infrastructure construction and entering the global market are the three major aspects of Weilai's long-term investment. This technology is mainly aimed at the full stack capability of intelligent electric vehicles, including the operating system, materials and batteries at the bottom of the chip. At present, Weilai has laid out 1326 power stations in China, and 52 new circuit lines have been added on the ground, and users have completed nearly 20 million power exchanges. "Weilai not only changed the electricity, but actually we are also very active in the layout of charging piles. The 500kW ultra-fast charging pile has been installed. "

Li, founder, chairman and CEO, shared his experience in organizational system. He said that the biggest challenge of building a car comes from organizational ability. After building a car, he found that the industrial chain is so long and difficult, and the biggest challenge comes from the challenge of organizational ability. Li Xiang believes that Li has two most important products, one is the smart electric car for consumers, and the other is the organizational ability for employees. At the end of last year, Li officially launched the matrix organization upgrade with annual income of 1000 billion yuan. Li Xiang said that starting the matrix organization first solved the problem that there is no overall situation and each team is fighting on its own; The second is to solve the synergy problem of technology, platform and product research and development. Thirdly, the problem of product, supply chain and delivery business coordination has been solved.

Zhu, founder, chairman and CEO of Zero Run Automobile, said: Two years is the renewal cycle of smart electric vehicles, and the price is expected to drop to 50,000 yuan after ten years. In the past decade, with the technological progress, the overall prices of TV, air conditioning, mobile phones and other industries have fallen sharply, and Moore's Law is obvious. Intelligent electric vehicles take electronic components as the core, and electronic architecture replaces mechanical architecture, which is also applicable to this law. In recent years, the iteration of intelligent cockpit, intelligent driving and vehicle domain control has been accelerated. He believes that two years is the update cycle of smart electric vehicles, and it will be outdated if it can't keep up with this rhythm. At the speed of two-year iteration, smart electric vehicles may usher in the era of 50,000 yuan in ten years. Zhu explained that the iteration speed of electric vehicles will be much faster than that of fuel vehicles, the price of battery packs will continue to decrease, the weight of electric drives will also decrease, and the price of semiconductor components will be greatly reduced according to Moore's Law. It is also possible to reduce the cost of intelligent driving and intelligent cockpit with a single chip solution, and advanced configurations such as air suspension will also be popularized to lower-priced models.

Yu Chengdong, Managing Director of Huawei, CEO of BG and CEO of BU, a smart car solution: The essence of eco-brand has not changed, and it does not conflict with the cooperative vehicle planning of Chery, BAIC and JAC. As a force that cannot be ignored in the automobile circle, Huawei recently re-emphasized not to build cars, and at the same time banned the use of Huawei brands for automobile promotion. In response to the brand name change, I said that I originally wanted to take "Huawei Wenjie" as an eco-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 all use different brands for marketing, service and retail, it will be very complicated and the input cost will be high. By asking about brands, Yu Chengdong pointed out that Huawei wanted to build a series of cars with its partner * * *. At the same time, the cars planned by these car companies with intelligent car selection mode are not in conflict, some are SUVs, some are cars, and some are MPVs. He stressed that in any case, the essence of Huawei's desire to promote ecological alliances has not changed. " We will make full use of the production resources of the (cooperative) car factory, and each one will not be wasted. "

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, so it is necessary to use the potential of hydrogen energy to accelerate the transportation transformation. BMW's goal is that by 2030, more than 50% of the global sales of the entire group will come from new energy vehicles. In addition to electric vehicles, BMW has also seen that hydrogen energy technology has the potential to become another road to zero emissions. "As a multifunctional energy source, hydrogen energy plays a key role in energy conversion and climate protection. Hydrogen energy is one of the most effective ways to store and transport renewable energy. We should use this potential to accelerate the transformation of transportation. Shao Bin believes that the hydrogen fuel cell electric vehicle is an ideal technology to supplement the zero-emission products of automobile manufacturers. According to him, BMW plans to launch BMW's hydrogen fuel cell iX5 in several small markets this year for some tests and demonstrations.

Xia Meng, CEO of Volkswagen passenger car brand China and head of sales of Audi ag (China) Group, said: It is suggested to extend the exemption period of new energy vehicle purchase tax beyond 2023. At present, there has been a short-term slowdown in demand in the automobile market, and many competitive new forces for making cars are constantly pouring into the market. In addition, changes in consumer demand are faster than the development of technology. In view of some current challenges, Volkswagen has formulated a clear road map for transformation to meet the challenges. From 2023 to 2027, the Group will invest more than 654.38+08 billion euros in the global market including China. By 2024, Volkswagen will jointly invest 654.38+0.5 billion euros with its joint venture partner in China. By the end of 2030, Audi will complete the electrification of most China models. For Audi ag and even the whole automobile industry in China, more policy support will be of great benefit to the development of the whole industry. Therefore, he proposed: extending the exemption period of new energy vehicle purchase tax to 2023 and formulating a relatively stable policy framework; Strengthen the construction of charging infrastructure in China, such as increasing the number of charging wall boxes in residential areas; Strengthen the stability of the supply of key materials and parts such as lithium and chips; Strengthen the layout of smart connected cars.

Yuan Xiaolin, global senior vice president of Volvo Car Group and president and CEO of Volvo Car Asia Pacific, said: In the future, Volvo will have new pure electric products every year, and it is suggested to speed up the construction of charging infrastructure. Volvo put forward a comprehensive electrification strategy in 20 17, and then further clarified that it will become a pure electric luxury car company by 2030. In 20021year, Volvo realized the electrification of all models. In 2022, the new pure electric flagship SUV Volvo EX90 was officially released. Volvo will have new pure electric products every year in the future. In order to build the ultimate goal of sustainable ecosystem, he put forward three suggestions: first, it is suggested to establish a life cycle carbon emission accounting standard system as soon as possible; The second is to speed up the construction of charging infrastructure and optimize the layout; The third is to promote the pilot project of vehicle-network interaction, promote peak shaving and valley filling, and provide support for reducing carbon emissions of the entire power industry.

Zhang Xiyong, general manager of BAIC Group, suggested that we should be cautious about the statement that "the first half is electrified and the second half is intelligent". Since 20 15, China has become the world's largest producer and consumer of new energy vehicles, leading the industry for eight consecutive years. Zhang Xiyong, general manager of BAIC Group, said that China's new energy automobile industry has already achieved the scale development effect and entered the popularization period. However, there are still some bottlenecks in the current development, such as battery raw materials, automotive chips and automotive chips.

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