The starting point of traditional car companies is

Writing | Zhang Chuan Jade Editor | Old Driver

The 2020 National People's Congress, postponed due to the COVID-19 epidemic, finally opened on May 2 1.

As a pillar industry related to the national economy and people's livelihood, the automobile and transportation industries have always been a hot topic in the two sessions. This year's auto market more truly reflects that the auto industry is in the stall period of the conversion of old and new kinetic energy.

In this regard, in this year's government work report, cars once again appeared as key words. "Strengthening the construction of new infrastructure, developing a new generation of information networks, expanding the application of 5G, building charging piles, promoting new energy vehicles, stimulating new consumer demand and helping industrial upgrading" set the tone for this year's policy.

To put it simply, this year's top-level policy of the automobile industry is to promote consumption and benefit people's livelihood, with structural adjustment and stamina as the main orientation. Benefiting people's livelihood and promoting consumption focus on the present, in order to maintain basic industries; Adjust the structure, increase the stamina, focus on the future, and pay attention to the development of automobile modernization such as intelligence and electrification.

It is worth noting that new energy vehicles have once again become a policy focus, keeping pace with new infrastructure construction.

The new statement in the report also shows to some extent that the new energy automobile industry that has been "cared for" by the policy in the past decade is about to move towards a new stage of getting rid of the "policy subsidy addiction". After the basic layout of front-end links such as R&D, manufacturing and sales is completed, the policy will continue to sink to back-end services and used car recycling.

It can be seen that new energy vehicles are still the fastest growing market segment under the circumstances that policies stimulate demand and improve the supply of new cars.

However, with the decline of the overall automobile market and the backward policy support, automobile enterprises, as the main body of the new energy automobile industry, inevitably need to quickly form a "hematopoietic capacity", jump out of the concept of traditional automobile products, and form a two-way interaction with the Internet and other industries with the help of the power of new infrastructure to stimulate users' new needs in the fields of intelligent travel and intelligence, so as to complete the upgrade of sales volume and technology industry.

Facing the new situation and new challenges, the proposals and suggestions on new energy vehicles and travel industry submitted by the deputies of the two sessions this year are particularly interesting. We sorted out the suggestions made by many entrepreneurs' representatives and summarized their main points, which are listed as follows.

Call for reform of tax policy

In April this year, domestic automobile sales just stopped falling, with a year-on-year increase of 4.4%. The representatives of the two sessions of the automobile industry are undoubtedly most worried about how to stabilize automobile consumption. The impact of the epidemic has given NPC and CPPCC representatives more pressure and enough motivation to discuss the reform of no-man's land.

Li Shufu, deputy to the National People's Congress and chairman of Geely Holding Group, who entered the NPC and the NPC for the18th time, aimed at the crux of the gradual completion of the resumption of work and production and the urgent need to release consumption in the post-epidemic era. Together with Wang Fengying, deputy to the National People's Congress and president of Great Wall Motor, he jointly submitted a proposal to change the vehicle purchase tax from central tax to central tax and local tax.

They called for changing the vehicle purchase tax from central tax to central tax and local tax, with a ratio of 50:50. The adjusted local fiscal revenue of vehicle purchase tax will be used for the research and development of new technologies and the promotion of automobile consumption in an appropriate proportion.

"In recent years, great changes have taken place in the macroeconomic environment and the automobile industry itself. The vehicle purchase tax should keep pace with the times and be adjusted in a timely manner to give play to the role of vehicle purchase tax in organizing fiscal revenue and economic adjustment. " They believe that increasing local fiscal revenue can stimulate local enthusiasm and boost automobile consumption.

In the proposal of "Moving the automobile consumption tax collection link back to the sales link and realizing the enjoyment of the central and local governments", Li Shufu proposed to move the automobile consumption tax collection link back to the sales link from the current production link, suggesting that the central and local governments "enjoy the Fifth Five-Year Plan".

Zheshang Securities reported that after the outbreak, local consumption stimulus policies had an immediate impact on sales, and sales in some areas such as Hunan, Jilin, Beijing and Jiangsu, which took the lead in implementing subsidy policies, improved significantly in April.

In addition, the tax reform can not only stimulate the local automobile sales, but also stimulate the local urban roads, parking lots, charging piles, road coordination and other infrastructure construction, thus feeding back the "new infrastructure", smart transportation and smart city construction of the automobile industry.

In addition to actively making suggestions for tax reform, representatives of car companies can be said to be flexible in thinking in order to promote car consumption.

Chen Hong, deputy to the National People's Congress, secretary of the Party Committee and chairman of SAIC, proposed in the Proposal on Relaxing the Withdrawal Restrictions of Employees' Housing Provident Fund to Promote Consumption that the scope of use of housing provident fund can be appropriately relaxed, allowing the withdrawal of provident fund for car purchase.

Zhang Xinghai, deputy to the National People's Congress and chairman of Xiaokang Co., Ltd., believes that efforts should be made to promote preferential policies for automobile consumption. He suggested that for cars with a displacement of 1.5 liters or less, the purchase tax can be reduced and the interest on car loans can be reduced.

Zeng Qinghong, member of the Chinese People's Political Consultative Conference and chairman of Guangzhou Automobile Group, summarized the proposal: "Promote the implementation of various policies and measures, reduce the overall tax burden of automobile consumption, and reduce the cost of car purchase; Improve automobile consumption environment, expand consumption channels, increase automobile support to the countryside and stimulate consumption; Vigorously develop the used car trading market and actively solve the problems of' difficult parking' and' difficult charging'. "

Pay attention to the upgrading of industrial chain of new energy vehicles

If we say that promoting automobile consumption is for the sake of automobile industry; Then, paying attention to the proposal of upgrading the new energy automobile industry is to seek the future for the industry.

In April 2020, although the decline in the new energy vehicle market has all narrowed, the overall market decline will not stop. In addition, foreign electric vehicles such as Tesla, Volkswagen and Toyota began to enter the domestic market on a large scale, which means that the upgrading of the new energy industry requires not only the breakthrough of industrial technology, but also the optimization, integration and upgrading within the industrial chain.

China automobile dealers association's "2065438+June 2009 China Automobile Maintenance Rate Report" shows that the average maintenance rate of pure electric new energy vehicles with three years of age is 34.2%, which is much lower than that of traditional fuel vehicles. This is because, unlike traditional fuel vehicles, the procurement cost of the three-electric system has accounted for 30-40% of the total cost of pure electric vehicles, and the decline in the residual value of these parts directly affects the residual value rate of used cars.

In view of this situation, Xu Heyi, member of the Chinese People's Political Consultative Conference, secretary of the Party Committee and chairman of BAIC Group, put forward the following suggestions in the proposal of "Combining Industry with Finance to Promote the Stability and Prosperity of the New Energy Automobile Industry":

Establish a special battery industry guidance fund mainly guided by the government and supplemented by the industrial chain capital of new energy vehicles to promote the development of charging mode and power exchange mode;

Guide the fund to adopt innovative models such as PPP to manage battery assets, and incorporate existing government subsidy funds into the guide fund;

Based on the guiding fund, establish a power battery asset management and operation platform, which is responsible for the property right management and value operation of battery assets in the whole life cycle, including vehicle terminal use, cascade utilization and recycling;

Guide the fund to cooperate with power grid, chemical industry and other industries to establish a circular industrial chain.

Simply put, the new energy industry chain needs to dismantle the high-cost battery link after the front-end manufacturing and sales link, and reduce the shortcomings of the current battery cost through recycling, which limits the front-end procurement and back-end service of the new energy industry.

At the same time, Yin Tongyue, deputy to the National People's Congress, secretary of the Party Committee and chairman of Chery Automobile, also said that at present, new energy vehicles have made great technological breakthroughs in about three years, with an actual mileage of 6.5438+0.5 million kilometers, and their basic core components (electric drive, motor, battery, aluminum-based vehicle frame, etc.) still have high reuse value.

To this end, Yin Tongyue suggested that the state should promote the high-value parts of new energy vehicles, extend the service life project, list remanufacturing as a national strategic emerging industry, and introduce policies to allow vehicle manufacturers to recycle new energy vehicles with low endurance, and treat them as new vehicles after upgrading. He also suggested that the aluminum alloy and composite body of new energy vehicles, as well as the three electric systems such as batteries, motors and electronic controls, should be allowed to be recycled into the remanufacturing recycling system.

Zhou Fugeng, deputy to the National People's Congress and deputy general manager of Jianghuai Automobile Heavy Commercial Vehicle Company, also said that it is suggested that the government should take the lead and cooperate with industry associations and enterprises to speed up the establishment of a systematic appraisal and evaluation system for new energy used cars, including the requirements of evaluation site, personnel and equipment, evaluation workflow and evaluation pricing method.

He said that by establishing a standardized second-hand car recycling system, on the one hand, it can promote the consumption of new cars, on the other hand, it can also be organically combined with battery recycling to avoid environmental pollution caused by poor battery recycling.

In addition, Wang Fengying, deputy to the National People's Congress and president of Great Wall Motor, suggested encouraging the development of small electric vehicles. He suggested determining the product standards of small electric vehicles, formulating corresponding subsidies and preferential policies, and combining the battery gradient utilization system with the development of small electric vehicles.

Representatives of car companies make suggestions on smart cars and new infrastructure.

At a time when the upgrading of the industrial chain of new energy vehicles has been widely concerned, smart cars have also been paid attention to by binding with new infrastructure, smart cities and other concepts. Some traditional car companies are at the forefront of the concept of smart cars.

For example, Chen Hong, deputy to the National People's Congress, secretary of the Party Committee and chairman of the board, put forward two major proposals, namely, the Proposal on Supporting Areas with Conditions to Accelerate the Development of Intelligent Networked Vehicles and the Proposal on Improving Urban Traffic Management and Gradually Liberating Urban Purchase Restrictions.

Chen Hong suggested supporting qualified areas to accelerate the development of intelligent networked vehicles, and making breakthroughs in laws and regulations in some controlled areas and some limited road sections to meet the needs of intelligent networked vehicles on-road testing.

For example, support qualified areas (such as the Yangtze River Delta), choose areas with good overall environment (such as Shanghai Lingang Donghai Bridge and Jiading Automobile City), build pilot demonstration areas with high degree of self-driving (above L3 level), coordinate relevant state departments to try to break through the restrictions of laws and regulations in the demonstration areas, allow highly self-driving vehicles to test and demonstrate on high-speed and elevated roads, and take the lead in piloting commercial applications of unmanned people and goods in specific areas.

On the other hand, Chen Hong suggested supporting qualified areas to accelerate the construction of "new infrastructure" in the smart car industry.

He said that relying on the national new infrastructure construction project in 2020 (broadband network and 5G field), we will support qualified areas to start with 5G new infrastructure, intelligent networked vehicles, intelligent transportation systems and other aspects, accelerate the construction of smart car infrastructure system, and accelerate the cultivation of relevant innovation chain and industrial chains.

Chen Hong believes that the cooperation between smart cars and smart cities can improve the level of urban traffic management and provide support for the gradual liberalization of urban purchase restrictions. The specific implementation path is:

First of all, do a good job in the digital accumulation of urban traffic basic information. Driven by new infrastructure, especially the construction of 5G and big data centers will be greatly accelerated. Integrating Internet road data with traffic management data can thoroughly perceive people, vehicles, roads, traffic facilities and traffic conditions. This will accelerate the replacement of simple restrictions with big data and intelligent traffic management.

Secondly, using big data and artificial intelligence algorithms to dynamically guide and adjust the price of urban parking; At the same time, increase the renovation of the three-dimensional parking garage in the community, build a * * * enjoyment platform, and solve the parking problem.

Coincidentally, Xu Heyi, a member of the Chinese People's Political Consultative Conference, secretary of the Party Committee and chairman of BAIC Group, also put forward the proposal of "promoting the construction of smart cities with automobiles as new infrastructure" for smart transportation and cities. In this proposal, Xu Heyi said that in view of the needs of urban governance and the new development of the automobile industry, artificial intelligence, automobiles and urban development can be integrated to create a smart city.

In the construction of smart cities, automobiles will become the terminal platform of intelligent transportation network, the energy storage platform of power Internet, the connection platform of smart life and the empowerment platform of dynamic physical space. The premise is to increase support for new automobile industry, jointly build and guide high-tech enterprises and automobile enterprises, and at the same time supervise them to enjoy automobile development and guide cross-industry cooperation.

Internet giants make suggestions for smart travel.

This year's two sessions, the relevant proposals worthy of attention in the automobile industry, in addition to the positive contributions of the representatives of the two sessions of the industry, the voice of cross-border Internet giants is also a force to be reckoned with.

At this year's National "Two Sessions", Ma, deputy to the National People's Congress and chairman and CEO of Tencent, intends to submit seven written suggestions, covering industrial Internet, rural revitalization, financial technology, medical services and doctors' sense of acquisition, the development of small and medium-sized enterprises, regional development, ecological protection and other issues.

Ma believes that smart transportation and travel are important areas of the industrial Internet and the starting point for the integration of old and new infrastructure.

He suggested actively promoting the landing of demonstration projects, constantly improving the technology and industry standard system, vigorously promoting convenient services such as non-inductive payment and boarding code, and accelerating the pace of intelligent transportation construction such as intelligent road network, intelligent networked cars and automatic driving.

In fact, "Mark" has been on the platform for Tencent. Up to now, cities such as Hefei and Changsha have reached relevant cooperation with Tencent. In the aspect of automatic driving, Tencent improved the authenticity of the simulation system with the help of the game engine, and launched the automatic driving virtual simulation system TAD Sim on 20 18.

In the past two years, Changan, Ford, Fengshen, Guangzhou Automobile and other car companies have also reached an intelligent network cooperation with Tencent, equipped with in-vehicle systems built with WeChat as the core.

Different from Baidu's "All in AI" approach, Tencent has always maintained a good cooperative relationship with the automobile industry, but in terms of in-depth technology research and development and collaboration, Tencent has always maintained a "mysterious veil". Perhaps just like Zhang Xiaolong's silent launch of WeChat, Tencent has also accumulated a lot in car networking and automation.

At this year's two sessions, Li Yanhong, member of the Chinese People's Political Consultative Conference and chairman of Baidu, submitted four proposals, involving new infrastructure, intelligent transportation, support for continuing education and personal information protection.

For the new infrastructure, Li Yanhong proposed to build a new infrastructure of artificial intelligence and draw a blueprint for the development of intelligent economy. In terms of intelligent transportation, he put forward suggestions on accelerating the construction of intelligent transportation infrastructure and helping the strategy of strengthening the country by transportation.

Li Yanhong suggested that the state should strengthen policy guidance and encourage local governments to increase exploration and investment. On the one hand, we should strengthen the exploration of urban intelligent transportation operators and encourage qualified areas to try first. On the other hand, it is necessary to speed up the coordinated and intelligent transformation of the transportation network. In addition, it is necessary to build a new generation of national intelligent traffic management platform and accelerate the formation of a safe and reliable modern traffic management system.

Li Yanhong has been enjoying the promotion of autonomous driving since the first show of 20 17 unmanned vehicle violated the rules.

From the launch of Apollo autopilot platform to the "Hongqi EV" Robotaxi team jointly developed with FAW Hongqi, trial operation began in some open test sections in Changsha. Under the overall strategy of "All in AI", Baidu has been doing the most in-depth attempt and operation in autonomous driving.

In addition, this year, Li Yanhong further focused on the construction of new infrastructure such as future vehicle-road coordination, smart cities and intelligent transportation, which coincides with the ideas of new forces such as Chinese Express.

For Baidu, this is also a forward-looking consideration for the ultimate realization of autonomous driving in the future after the basic development of self-driving cars is completed.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.