Will the suspension of fuel vehicles be on the agenda?Zhu Huarong, chairman of Changan Automobile, predicts: 80%of Chinese fuel vehicle brands will "shut down and turn" after 3-5 years!

Reporter Gong Mengze

"China's automobile industry has initially possessed the condition of suspending fuel vehicles. The suspension of fuel vehicles can be included in the schedule of research." On August 27th, at the 2022 World New Energy Automobile Conference (WNEVC), Chongqing Changan Automobile Co., Ltd. ( The above -mentioned statement of Zhu Huarong, chairman of "Changan Automobile"), once again pushed the "ban" topic of the automotive industry to the cusp.

In the conference speech, Zhu Huarong said that from the development of recent years, my country's new energy vehicle industry has made great progress and showed a good development momentum. China's new energy vehicle industry has entered the stage of popularity. As a result, Zhu Huarong suggested further accelerating the pace of transformation and putting China's suspension of fuel vehicles on the agenda.

Zhu Huarong suggested to introduce the timetable for the suspension of fuel vehicle

Zhu Huarong pointed out in the conference speech that after more than 20 years of development, my country's new energy vehicle industry has made great progress and presented a good development momentum, and at the same time, it also presents some new features and challenges. To this end, he also put forward suggestions such as further accelerating the design and development and application of new generation of batteries, accelerating the research and development and application of new generation batteries, and a steady transition policy for the implementation of fuel vehicles.

In terms of development forms, Zhu Huarong believes that on the one hand, the new energy vehicle industry has across the market and the market -oriented process is the world's leading world; on the other hand, subsequent competition is even more intense. From the perspective of the industrial level, my country has cultivated the world's most mature new energy vehicle industry chain, and has established the world's largest replenishment network, and the market -oriented process has accelerated. At present, the new energy vehicle industry has spanned the market for the market. The competition of the automotive industry is also competed by the original traditional automobile companies, new forces and ICT companies, and even some new combinations have appeared.

In terms of products, he pointed out that domestic new energy vehicle products have reached more than 280 models, covering various market segments. Based on the improvement of excellent product power, Chinese brands also marched into mid -to -high -end products and brands through the power of new energy. The independent brand premium capacity has also increased by 5 to 8 percentage points compared with the traditional fuel vehicle, and the gap with the joint venture brand is rapidly shrinking.

In terms of core technology, the continuous improvement of battery energy density and quality has brought about improvement of new energy vehicles. The average 100 new vehicle failure rate of new energy vehicles decreased by 31%compared with 2020; in terms of energy supply, high -pressure platforms, silicon carbide carbide carbide carbide carbide carbonization Starting into the development stage, new energy vehicles will change from traditional tools to new energy storage units.

Based on the above advantages, Zhu Huarong believes that my country's new energy vehicle industry has already entered the stage of popular popularity from the original technology and policy guidance, and gradually became an important force to support the development of China's automobile industry. The basic conditions should be put on the suspension of fuel vehicles in my country on the agenda.

"This does not mean that all fuel vehicles are suspended immediately, but refers to the relevant research that must be discontinued by pure fuel vehicles." Zhu Huarong emphasized that relevant departments and industry research and clarifying the suspension period of traditional fuel vehicles are recommended to guide Enterprises and the whole society will transform new energy in an orderly manner to contribute to the realization of the "dual carbon" goal.

The reporter noticed that at the 2022 China Electric Vehicle Hundred Talents Forum held in March this year, Zhu Huarong said that with the acceleration of new energy vehicles, the Chinese fuel vehicle market competition will be more intense. In 2021 Brands, of which 34 brand brands have been on the verge of monthly sales, and 9 brands have died. In this regard, Zhu Huarong predicts that 80%of Chinese fuel vehicle brands will "shut down and transfer" (that is, shut down, discontinued, merged, and transformed).

"Double points" forced car companies to add new energy vehicles

In fact, from the "Paris Agreement" to the "European Climate Law", by 2020, my country has officially proposed the double carbon target- "carbon dioxide emissions strive to reach the peak in 2030, strive to achieve carbon neutrality in 2060", urge carbon reduction to reduce carbon reduction It has become a global consensus. Focusing on the automotive industry, cutting the proportion of fuel vehicles and being replaced by more energy forms has become the general trend.

In this context, my country released the "Passenger Car Enterprise Average Fuel Consumption and New Energy Vehicle Points Points Points Points Points on September 28, 2017", which is intended to establish integration of energy conservation and new energy vehicle coordinated development by establishing the integration transaction mechanism. Market -oriented mechanism.

"Securities Daily" reporter observed that since the implementation of the "dual points" policy in 2017, the pressure on the points of auto companies has increased year by year, and the double points have officially entered the assessment by 2019. In 2020, the gap in fuel consumption points increased, and the total negative points for domestic car companies CAFC (average fuel consumption points) also exceeded 10 million points for the first time. In order to make up for the negative value loss, by 2021, the scale of domestic points transactions has increased significantly. The cumulative amount of NEV points (new energy vehicle points) reached 14.1 billion yuan, of which the total transaction volume in 2021 was 10.94 billion yuan, an increase of 322%year -on -year.

New energy vehicle points are in short supply, and prices naturally rise. According to the data released by China Automobile CITIC, the average unit price of dual points transactions in 2018 is 300-500 yuan/min, in 2019 for 800-1200 yuan/minute, 2004 yuan/minute in 2020, and in 2021, it rose to 2500-3000 in 2021 to 2500-3000 Yuan/minute.

"Affected by the" dual points 'policy, the "dual points' net value of the" dual points "generated by the six major auto groups in China was negative value last year. With the continuous rise in the price of new energy vehicles, these car companies have generally increased losses. For example, last year, the bicycle was reduced by about 4,000 yuan due to the "dual points' gap." For the sharp price increase of new energy vehicles, Zhu Huarong had previously vomited bitter water in an interview. BYD Chairman Wang Chuanfu's transaction price of "double points" floats, and also expresses a similar point of view. He believes that auto companies should strengthen pre -judgment and establish integration management mechanisms. "When the integration is greater than the demand, put the extra points into the integral pool; when the supply is less than request, take out the points to adjust the supply and demand balance of the points market for each year to ensure the effective operation of the 'double points' policy."

It can be seen that from the "carbon neutralization" to the "banning order", more at this stage represents the attitude and determination of vehicle companies to save energy, emission reduction and carbon reduction. According to Zhang Xiuyang, the secretary -general of the China Passenger Vehicle Industry Alliance, the fuel vehicle market is still the main market in the global automotive market. It contributes huge profits to car companies. It is not a simple ban on the schedule of banning and replacing.

"But car companies should be able to clearly perceive today's fuel vehicles, which is not only the key to competing for market share, but also eroding car companies' profits to a certain extent. For Chinese brands, it should be involved in and promoting the reinvention of the automotive industry in this dynamic revolution, and take advantage of the development opportunities to develop new opportunities for the development of the automotive industry.

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