Observation of Jiangsu New Energy Vehicle Industry Chain: Digging consumption potential, "accelerate"

The release of cars, especially new energy vehicle consumption potential, have become an important force for promoting the return of economic operation to the right track. The executive meeting of the State Council held on June 22 pointed out that it supports the consumption of new energy vehicles, considering the current actual research exemption of new energy vehicle purchase tax policy at the end of the year, and eliminating the protection of the new energy vehicle market.

Since February of this year, the exfoliation of the epidemic has brought a greater impact on the automotive industry, and the growth of new energy vehicle production has become a support for the steady operation of the automotive industry. Looking back on the past few months, how does Jiangsu New Energy Vehicle respond to both ends of production and sales? Looking at the future, how should we make a big market and continue to play the "boost effect" of new energy consumption?

"Self -rescue": From "the most lean inventory" to flexible reserves

Changzhou BYD is the strategic base of the passenger car that BYD Group's layout in East China. From the four major craftsmanships in November last year, to May this year, only 7 months, the output of Yuan PLUS new energy vehicles of "Changzhou manufactured" has exceeded 40,000 units, with an output value of more than 5 billion yuan. It is expected that by the end of the year, Changzhou BYD's capacity is expected to exceed 200,000 units.

The latest sales data shows that from January to May this year, BYD's new energy vehicles exceeded 500,000 units, an increase of 360%year -on -year. This is also BYD, as a traditional car company, the world's first announcement of stopping the production of fuel vehicles from March this year.

Although the sales of new energy vehicles have burst out of huge energy, after looking back at the past few months, BYD President Zhou Xiaozhou, the director of industrial investment and administrative director, is still "lingering". The production and operation activities are limited, suppliers stop work and stop production, and obstructs logistics and transportation, which has a serious impact on the production line of BYD's vehicle. "

As the front -end car company in the market, the most obvious feelings of supply chain fluctuations. Since February of this year, the outbreaks of many places inside and outside the province have caused a great impact on the car supply chain. Among them, 15 of the 25 normal -operated vehicle companies in Jiangsu have discontinued production. In April, affected by the epidemic, the production and sales of automobiles in the province had fallen significantly. 55,000 communities and 56,000 vehicles for communities were reduced by 54.4%and 53.9%from the previous month and 45.2%and 44.2%year -on -year. New energy vehicles are rare light in the "bleak".

In fact, in the past two years, the shortage of chips and the end of the supply chain guarantee in the past two years, in order to cope with the impact of the supply of parts on the use of production capacity and production rhythm, new energy vehicle companies have slowly explored "emergency measures" -moshis -from from the from The pursuit of "the most lean inventory" of the supply chain, slowly turning into a flexible reserve strategy. Through the appropriate improvement of basic inventory, and combining the dynamic temporary emergency supplement of the reserved warehouse, a planned and rhythmic inventory strategy management is conducted for different supply risk areas.

Under the epidemic, these "self -rescue" methods have become "conventional weapons".

"We have established an effective and comprehensive supply chain control model, coordinated the supplier's carpet -based to investigate raw materials, closely pay attention to the development and policy trends of the epidemic situation in various regions, rolling the supply of components and pipeline inventory, and distributing parts resources according to needs , Ensure that the sales demand is met to the greatest extent. "Shen Jingwei, director of the logistics department of Nanqi Group, revealed that in the case of the shortage of all supplier resources, the company finds potential supporting suppliers for bottlenecks and new energy parts. Supply risk.

With the successive production of new energy vehicle projects such as Changzhou BYD, the Great Wall of Taizhou, and the ideal automobiles, from January to April, Jiangsu New Energy Vehicle production and sales are 126,000 and 121,000, respectively, an increase of 1.4 times and 1.5 times year -on -year, driving the province's automobiles in the province The output still achieves positive growth. New energy vehicles have also become an important engine for stable economic growth.

Insurance chain: Strengthen the special office coordination and deploy the local supply chain

Of course, it is definitely not enough to rely on enterprises to "self -rescue". Under the normalization of the epidemic prevention and control, how does the supply chain of the new energy vehicle industry chain be available? In the past few months, there have been "practical courses" in various places.

The reporter learned that under the special mechanism for the stable key industrial chain supply chain work class, Jiangsu specially established the automotive industry chain coordination and confession working group, established a four -level liaison mechanism for provinces, cities, counties, and townships. , Blocking point.

"In response to the impact of the automotive industry chain supply chain caused by the epidemic, the city has set up a city's" two chain 'escort operation classes. "Zuo Baochun, deputy director of Wuxi Industry and Information Bureau Cooperation. For example, Zhouzhuang Town was a gathering area for the automotive parts industry. After the town was closed and controlled, the work class received a large number of coordination letters from the Ministry of Industry and Information Technology, the Provincial Industry and Information Department, and the foreign area. After the working group in front of the special class and the local efforts of Jiangyin, we created a set of methods and processes for the delivery of enterprises in the seal -controlled area. As of Zhouzhuang Town's termination and control, Weilai Automobile and Geely Automobile have cumulatively increased their goods for 9 cars. Xiaopeng Automobile, Ideal Car, and GAC Passenger Car also successfully lifted the most shortcomings.

For the coordination of various places, the company's feelings are the deepest. "The car has a long industrial chain. The raw materials of Bosch's main product raw materials in China's localized procurement rate is about 85%. If an anode oxidation treatment supplier in Kunshan does not repeat work, the intelligent assistant products of Bosch Suzhou will not be able to undergo it. A process. "Du Gancheng, the manager of the Bosch government affairs, said. During the epidemic, Bosch's car components (Suzhou) factories applied for more than 100 trucks daily, and also organized about 200 most urgent suppliers lists, in Suzhou Industrial Park, Suzhou City, Jiangsu Province, and Shanghai. Below, many suppliers resumed work as soon as possible. As of now, all factories in Bosch have resumed work. 80%of the ideal automobiles are distributed in Jiangsu, Zhejiang and Shanghai, and are affected by the impact of the epidemic in the first half of this year. A total of more than 160 suppliers have been affected by the production. The shutdown eventually led to 4,167 vehicles in April, a year -on -year decrease of 25%.

"This epidemic, let us realize the importance and urgency of the supply chain layout." Said Ke Yan, senior vice president of the ideal car, said that in the epidemic, the ideal car coordinates the re -production of suppliers in the Yangtze River Delta region to meet the epidemic prevention and control. The requirements are actively restoring the real estate capacity of Changzhou. On the same time, with the support of the government, we will build the core component industrial park of intellectual electric vehicles and set out the local supply chain to drive local SMEs to form up and downstream supply chain coordinated innovations.

At present, with the strong support and full coordination of the provincial and city -level governments, the supply chain protection of Jiangsu New Energy Vehicle has stabilized, but problems such as insufficient release of automotive production capacity and sluggish sales market still need to continue to break the problems.

Digging: Is the new energy vehicle going to the countryside really "fragrant"?

As the epidemic is gradually controlled, the automotive market has gradually "warmed". While restoring production capacity on the supply side, how to further meet the potential of the consumption end and tap the potential of the new energy market?

On June 17, the national new energy vehicle went to the countryside in 2022 to launch in Kunshan. People in the industry lamented that Kunshan, during this epidemic, has also become a "card point" city in China, which has also become a starting point and breakthrough point that stimulates the sinking of a new round of automobile market.

In the Kunshan International Convention and Exhibition Center, in addition to young people who come to see new energy vehicles, there are more middle -aged and elderly people. Reporters who participated in the event for several consecutive years clearly felt that people are becoming more and more optimistic about new energy vehicles, and concerns about the development of "charging anxiety" and other industries such as "charging anxiety" are increasingly acceptable and generally optimistic about the industry prospects.

The huge rural market is the space for new energy vehicle consumption to dig. Rural areas have the natural advantages of promoting new energy vehicles and expanding the promotion and application of new energy vehicles in rural areas. It can not only improve the safety level of rural traffic, drive infrastructure and improvement of road networks, power grids, etc., but also effectively drive market expansion. Promote consumption.

Since 2020, Jiangsu has launched new energy vehicles to the countryside in the province for three consecutive years. The "six -in -one" service model goes to the countryside. As of May this year, Jiangsu New Energy Vehicles had a number of 153,000 licenses, and the market penetration rate reached 27%. New energy vehicle sales were accelerating.

"This year, Jiangsu New Energy Vehicle went to the countryside to upgrade again. Organize more than 100 models including ideal, polar fox, Euler, and other levels of government car purchase discounts at all levels, and arrange online and offline activities simultaneously to comprehensively benefit Jiangsu's vast consumption of consumption. The person. "Said Shi Xiaopeng, deputy director of the Provincial Department of Industry and Information Technology.

Is "going to the countryside" "Wanling medicine"? The industry also has calm thinking.

Yang Kai, Secretary -General of the Energy and Energy Storage Battery Industry Innovation Alliance, is recognized that it is necessary to pay attention to the choice of models to go to the countryside. It should be based on affordable, convenient and practical models. The participation of enterprises has strongly drove the small and micro new energy vehicle market to increase.

He reminded that the current various policies and notifications are to encourage localities to introduce more support policies for new energy vehicles to go to the countryside, enterprises actively participate in the countryside and carry out promotional activities. In addition, the preferential purchase tax policy for traditional fuel vehicles can obtain. What kind of effect depends on whether the local and car companies can take out "real gold and silver" to make consumers make a profit, and the role of expanding the market needs to be further observed.

Expanding car consumption cannot be limited to "sinking markets." On June 24, the 15th Nanjing International Auto Fair "restarted", exhibiting more than 800 vehicles, and new energy vehicles occupied an absolute "C position".

"With the changes in the prevention and control situation of the epidemic and the strengthening of the coordination mechanism, from January to May, the output of the entire vehicle in Nanjing achieved a slight increase, and the automotive industry accelerated 'returning blood'." In order to boost the consumption of new energy vehicles, the city implemented a phased subtraction of passenger vehicle purchase tax policies, issued new energy private cars, logistics vehicles, and taxi promotion subsidies, and organized enterprises to participate in new energy vehicles to the countryside activities and opened it. The exhibition, etc., activate the automotive market to the maximum extent, promote the expansion of domestic demand, and achieve high levels of supply and demand.

Acceleration: Form a large market, rush to make "roadblocks"

New energy vehicles are connected to industry and consume. Right now, in order to accelerate the development of new energy vehicles, the local area aims at both ends of production and sales, and through continuous improvement of the policy standard system, improve the construction of new energy vehicle infrastructure, continuously optimize the environment of new energy vehicles, actively promote the promotion and application of new energy vehicles, and continuously break away Develop "roadblocks". As of last year, Suzhou New Energy Vehicles had a premium of 11,5992 vehicles, ranking first in the province. "Promoting the development of the new energy vehicle industry, the industrial supporting policy must provide strong support." Zhang Wenbiao, deputy director of the Suzhou Municipal Bureau of Industry and Information Technology, said that in February, the city issued opinions that the parking space of the newly built residential residential area should be 100%of the charging facilities installation Access conditions. In April, Suzhou once again issued the implementation of the implementation of the promotion and application of new energy vehicles, requiring all new energy vehicles to add and update vehicles in the urban area.

Suzhou is the epitome of strengthening the development of new energy vehicles in all parts of Jiangsu. According to the relevant person in charge of the Industrial Transformation and Upgrade Office of the Provincial Industry and Information Department (Provincial Automobile Industry Office), according to the plan, Jiangsu proposed that by 2025, the charging, smart road network, and hydrogenation infrastructure form a comprehensive network system.

Looking at the "post -epidemic era", what kind of policy can truly effectively drive the consumption of automobiles and achieve the "accelerated running" of the smooth, safe and battery life of new energy vehicles?

Yang Kai believes that in the long run, promoting automobile consumption should start from various aspects such as promoting new energy vehicle consumption and charging infrastructure construction, and promote the development of automotive consumption and industrial development based on the entire life cycle such as automobile production, allocation, circulation, and consumption. At the same time, breaking local protection and market segmentation, accelerating the cancellation of local protection behaviors such as local standards, local filing management, and differentiated awards, and opening a key blocking point that restricts the industry and economic cycle, and promotes the flow of commodity element resources in a larger scale. Accelerate the construction of high -efficiency and standardized, fair competition, and fully open national unified market.

Enterprise expects that under the situation of normalization of the national epidemic control, "not loosening", the supporting part of the industrial chain can be "both internal and external" -On the one hand, it is led by government departments to focus on the localization of the car supply chain. " Provide a platform for communication between the two parties, encourage local enterprises to specialize in development and energy levels, establish a white list of car supply chain, etc., and create a mature car supply chain system. "Ke Yan said.

In terms of supply chain, we should continue to improve the supply chain logistics coordination mechanism of the province, the Yangtze River Delta, and even the country with simple, convenient, and efficient and smooth flow. unobstructed.

Shen Jingwei suggested that enterprises should encourage enterprises to continue to improve and prevent development from response to improvement and prevention through digital means, gradually optimize passively, and identify risks in advance. Pilot can be started from the Yangtze River Delta region, accelerate the intelligent transformation of the supply chain in the region, establish a platform for packaging, transportation, warehousing, and distribution information service platforms that run through the supply chain integration, and gradually promote the country.

Xinhua Daily · Jiaojiao Reporter Fu Qi

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