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Economic Observer Network reporter Gan Qunfang Almost a year after the publication of the draft for comments, China’s new energy vehicle development programmatic policies for the next 15 years have officially landed. On November 2, the General Directorate of the State Council officially issued the “Development Plan for the New Energy Automotive Industry (2021-2035)” (hereinafter, the “Plan”). Compared to the comment draft, although the final version has basically the same chapter layout, it has shown obvious adjustments to core promotional goals and development rules in multiple areas of the industry. Compared to the draft for comments, the final version of the “Plan” directly pointed out many problems facing China’s new energy vehicle development, and the adjustments made accordingly are considered more in line with the actual development of the industry.
Regarding the objective of promoting new energy vehicles, the “Plan” indicated that by 2025, the volume of sales of new energy vehicles will reach around 20% of the total sales of new vehicles, which represents a decrease of 5 percentage points of the draft for comments. “This target is more stable than the 25% level in the draft comment, especially after the market entered a recession in July last year, future targets should be considered more consistently,” said Cui Dongshu, Secretary General of the Transport Federation. In addition, the “Plan” also reduced the share of new energy vehicles in the public domain from 100% to 80%, and removed the “30% network smart vehicle sales rate” target in the draft for comments.
While reducing the value of a number of promotional goals, the “Plan” has also enhanced the development of multiple areas of the new energy auto industry, which is directly reflected in the content adjustment of the “development vision” . Compared to the draft for comments, the final version of the “Planning” listed the “average energy consumption of new pure electric passenger vehicles at 12.0 kWh / 100 kilometers” originally in the chapters and rules of the “Vision development “which is considered more Pay attention to the level of energy savings of pure electric vehicles; at the same time, the “planning” “development vision” also added “comprehensive improvement of the safety level,” “the charging and exchange service network is convenient and efficient,” “the construction of the hydrogen fuel supply system constantly advances “, etc. content.
Compared to the draft for comments, the final version of the “Plan” has further emphasized safety in many places. For example, in the detailed rules of the “Complete Safety Assurance System”, it is recently proposed to “strengthen key systems such as complete vehicles, electric batteries and electronic control.” “Quality and Safety Management, Safety State Inspection and Maintenance Inspection” and “Strengthening the Supervision and Management of Safety Production and Safety Retirement Management of New Energy Vehicles”. In addition, the “Plan” also emphasized the safety of hydrogen fuel cell vehicles for the first time, proposing “to strengthen the hydrogen fuel safety research, strengthen the safety supervision of the whole chain” and “improve the standard safe operation (of the hydrogen refueling infrastructure) “.
Behind the emphasis on the safety of hydrogen fuel cell vehicles, this industry is about to start large-scale development. In fact, the hydrogen fuel cell vehicle industry has introduced a number of favorable policies since last year, and the corresponding demonstration and enforcement promotion policies have also been introduced. This time its strategic position in the “Plan” has also been significantly improved. In the chapter “Improving the capacity for technological innovation”, the final version of the “Plan” proposes to break the bottleneck of the technology to support the application of hydrogen fuel cell vehicles; and in “Promotion of the development of new energy vehicles and energy integration”, a new hydrogen energy system is added. Proposal to “support regions with conditions to carry out commercial demonstration operations for fuel cell vehicles”.
It is worth mentioning that the recently proposed “Planning” “financial support for the construction of charging piles as public facilities”, and the development rules for charging and infrastructure exchange are also more specific, proposing “scientific design of charging and exchange of infrastructure and strengthening Coordination with the planning of urban and rural building, planning of the electrical network, real estate management, urban parking, etc. ”Among them, for the charging and exchange network modes of different application scenarios, the” Planning “provides different solutions: for charging services in residential areas, it is proposed that” smart and orderly slow charging be the main one and complement emergency fast charging “; for highways and urban and rural public charging network proposes “a suitably advanced fast charge as a pillar and a slow charge as a complement.”
For the energy battery recycling link that has attracted a lot of attention in the industry, the “Plan” added a new column “Construction of a high-efficiency energy battery recycling system”, proposing to strengthen the construction of a new platform traceability management of the energy battery of energy vehicles to achieve the traceability of the full life cycle of energy batteries. Support the innovative application of energy battery tiered products in the fields of energy storage, energy backup, charging and replacement, and the new proposal to “accelerate the promotion of energy battery recycling legislation.”
In the field of smart car applications, “Planning” canceled the “unmanned driving carpool service” mentioned in the draft for comments, emphasized “automatic valet parking technology” for the first time, and proposed “Support for cities with smart connected cars as a carrier” Unmanned logistics and distribution, municipal sanitation, rapid transit system (BRT), automatic valet parking and demonstration applications in specific scenarios “, this adjustment is also considered more realistic.
In addition, after the craze for the manufacture of new energy vehicles across the country in recent years, the “Plan” first mentioned the need to “strengthen supervision during and after the event, consolidate the primary responsibility of the local governments and curb the chaos such as the blind launch of new energy vehicle manufacturing projects. ” After the capital has gradually returned to rationality, there are already many new car companies facing bankruptcy and liquidation. In this sense, the “Plan” proposes “to establish and improve the exit mechanism for zombie companies, strengthen supervision and inspection of the maintenance of access conditions for companies and promote the survival of the fittest.”
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