The year 2022 is an important year for China to enter a new journey of building a comprehensive socialist modern country and march towards the second century goal. Countries around the world have accelerated the pace of carbon neutrality, new energy vehicles have become the focus of attention of all countries, and many countries around the world have taken it as an important strategic initiative to address climate change, optimize the energy structure and boost the manufacturing industry. In the context of carbon neutral carbon peak, developed countries in the world have clarified the low-carbon policy system of the automobile industry. The path of low-carbon development of China's automobile industry is to improve the automobile fuel consumption standards and double points policy, accelerate the popularization of new energy vehicles, guide green travel and cross-industry collaboration to "reduce carbon".
Since 2015, China's new energy vehicle production and sales scale has jumped to the first place in the world, has been the first place in the world for eight consecutive years, and the global share will be increased to 90% by 2022. By the end of 2022, the number of new energy vehicles in China reached 13.1 million, accounting for 4.1% of the total number of vehicles, of which 10.45 million are pure electric vehicles, accounting for 79.78% of the total number of new energy vehicles, becoming an important force leading the transformation and upgrading of the global automotive industry.
In 2022, China will continue to improve the policy guidance of intelligent networked vehicles, strengthen key technological innovation, actively carry out testing and application exploration, further increase the product penetration rate, and the development of intelligent networked vehicles is moving from testing and verification to a new phase of multi-scene demonstration applications. China's provinces and cities are actively promoting the demonstration application of manned and materially transported intelligent networked vehicles, with specific scenarios such as ports and mining areas taking the lead in pilot operations, and limited area open road demonstration applications such as self-driving cabs, self-driving buses, unmanned logistics and unmanned sanitation being carried out in an orderly manner. Specific scenarios, vehicle companies, technology companies and ports, mines operating companies to cooperate extensively to promote the port, mine highly automated driving demonstration operation projects on the ground.
As for the restricted area, the self-driving technology represented by Robotaxi entered the demonstration application and commercialization exploration stage, and the self-driving manned demonstration and commercial pilot for the public were carried out in some cities one after another. The new crown epidemic accelerated the application of unmanned delivery trial operations, and unmanned delivery vehicles realized the timely delivery of medical supplies and life support materials in many places.
In the context of domestic insistence on open cooperation, foreign countries, however, have launched a new round of technical competition and economic games around carbon neutrality, formulating stricter trade policies and environmental standards, such as carbon border regulation mechanism, mandatory requirements for battery carbon footprint, prevention of carbon leakage laws and regulations, and other new barriers to automotive trade. The next 5 to 10 years will still be an important strategic opportunity period for the industry to accelerate development. Coordinate to promote the construction of key material reserves such as lithium and cobalt and the R&D capacity of key technologies such as chips, establish a dynamic monitoring mechanism for the industry, and guarantee the stability of the supply chain of the industry chain. Jointly promote the innovative development from material application, technology upgrade to business model, and promote the construction of an industry chain system that is independently controllable, coordinated and efficient, and adapted to the current stage of development. Increase macro regulation and control of bulk raw material prices to avoid excessive price growth of raw materials and components; focus on lithium, cobalt, chips and other key resources for the new energy vehicle industry and carry out long-term, national strategic reserve projects. Relying on China-Europe, China-Germany, China-France, China-Japan, APEC and other multi-bilateral cooperation dialogue mechanisms, strengthen communication and coordination, and deepen cooperation in key areas of standards. New energy vehicle enterprises grasp the "One Belt and One Road" initiative, focusing on strengthening exchanges with ASEAN, Central Asia and other countries in the standardization of electric vehicles, and actively promote China's new energy vehicle standards "go abroad", such as BYD to build a factory in Thailand. Strengthen the exchange and cooperation at the national level, through the organization of domestic enterprises to participate in regular or irregular cooperation meetings between countries, to improve technology, management and other comprehensive capabilities, and thus enhance brand influence. Meanwhile, strengthen technical cooperation with multinational enterprises, introduce and digest the technical achievements of advanced foreign enterprises, such as intelligent driving technology, advanced sensors, in-vehicle systems, chips, etc.; actively carry out technical cooperation with multinational enterprises at all levels, and jointly develop breakthroughs in core key technology bottlenecks related to automobiles. As Wang Chuanfu said, BYD is like a snowball, not a product, its strategy is to be a factory, pure electric vehicles are the common choice of global car manufacturers, only the country's promotion, this snowball can roll bigger and bigger!
