With the rising sales and ownership of new energy vehicles, new safety issues such as spontaneous combustion of new energy vehicles have received attention and become the basis and prerequisite for the sustainable development of the industry; the continuous application of intelligent networked vehicle technology, especially 5G, big data, cloud computing, artificial intelligence, fusion perception, vehicle intelligent control and other technologies continue to make breakthroughs, and give rise to new automotive safety issues that are different from traditional automotive safety issues.
Automotive supply chain security is not only an important foundation for the security of the automotive industry, but also a strong support for the stability of the global supply chain and smooth economic operation.
At present, the endogenous power of China's auto supply chain for comprehensive optimization and upgrading and upward development has gradually emerged, and its control ability has been continuously improved. Especially in the face of the world's unprecedented changes in a century and the continued impact of the new crown epidemic on the automotive industry, China's automotive supply chain has shown great resilience under the influence of adverse factors such as chip shortage and sustained high prices of raw materials.
At present, domestic automobile production and sales are rapidly recovering, and the work of making up the short board, strengthening the foundation and forging the long board is also being accelerated. 2022 is the year of the 20th Party Congress, standing on the new starting point of China's automobile industry development from big to strong, under the new requirements of innovation-driven, transformation and upgrading, and high-quality development, and under the new pattern of "taking the domestic large cycle as the main body and promoting the domestic and international double cycle". Under the new pattern of "taking the domestic cycle as the main body and promoting the domestic and international cycle mutually" and the new opportunity of promoting the implementation of the national "double carbon" goal, the latest trend of new energy vehicle industry and technology development is more urgent.
In 2021, the application ratio of advanced energy-saving technologies in China's automobiles will be significantly increased, traditional energy-saving technologies such as turbocharging and direct injection will be accelerated, and transmissions will develop in the direction of automation and multi-gear.
New energy vehicles and key technical indicators steadily improve, the vehicle range, energy consumption and other key indicators continue to optimize the power battery technology to reach the world's advanced level.
In 2022, the automotive manufacturing industry completed business income of 9,289.99 billion yuan, an increase of 6.8% year-on-year, accounting for 6.7% of the total business income of industrial enterprises above the scale. 2022, the growth rate of business income of industrial enterprises above the scale slowed down, and the business income of the automotive manufacturing industry was better than the overall. The key technology of intelligent networked vehicles continues to develop, information interaction technology builds a leading edge, high-precision map basic support technology continues to iterate, but there are still problems such as vehicle-grade chips and operating systems are restricted, and there is a gap between test verification and real driving environment.
China's auto parts industry has grown rapidly along with the expansion of the vehicle market and global procurement, providing a good foundation for the sustained and steady development of the auto manufacturing industry. After years of development, China has formed the world's largest, most complete and complete industrial system, and has integrated into the global supply chain, becoming an important global parts production and supply base. From the perspective of power battery companies, including Ningde Time, BYD, China Innovation Aviation, Guoxuan High-tech and more than 20 companies in 2021 have announced the expansion of production capacity, battery capacity track competition to upgrade and meet the era of large-scale manufacturing. Among the 10 power battery manufacturers with the highest global share, Chinese enterprises occupy 6 seats, and seize the global market with the mode of "one super and many strong".
A total of 58 power battery companies are producing power batteries or have power battery products installed in 2021, the list of the top 10 battery companies in terms of installed capacity is basically stable, with the head enterprises Ningde Time and BYD leading the market and further increasing the market concentration to 68%. From the perspective of chip companies, the leading domestic chip suppliers gradually gain recognition from domestic automotive enterprises, and SMIC has initially achieved 14nm automotive-grade chip mass production capacity. In the face of the complex and severe international environment and domestic epidemic emanation and other multiple tests, the development of automotive manufacturing industry still has strong resilience.
