Do you have a chance to change the road?Chuanguan think tank released the "Sichuan New Energy Automobile Industry Development Report (2022)"

Chuanguan think tank released the "Sichuan New Energy Automobile Industry Development Report (2022)"

Do you have a chance to change the road?

Xiong Xiaowei, chief researcher at Chuanguan think tank

When the national new energy vehicle industry sang high, Sichuan "retreated again."

The most intuitive performance is reflected in the proportion of Sichuan new energy vehicles in the country's total output. This number has been about 3%at the beginning of the domestic subsidy to the beginning of the slope, and it has fallen below 2%last year, and now it has fallen to about 1%. According to the recent announcement of the Provincial Bureau of Statistics, the production of new energy vehicles in the province in the first May of this year is 21,000, while the country was 2.71 million in the same period.

At the beginning of last year, the Sichuan -Guan Think Tank's "Sichuan New Energy Vehicle Industry Development Report (2020)" investigated the phenomenon of "not advancing" in Sichuan New Energy Vehicle Industry. All places are actively acting, but the industry is still "retreat again and again", which forces us to think: Is there an old path that is unable to go? Do you still have a chance to realize the overtaking of the new energy vehicle industry? If so, where is the chance?

As a representative of the strategic emerging industry in the "wind", the new energy vehicle industry has a significant leading role in the overall and long -term development of the economic and social. For Sichuan, which has the advantages of lithium ore and clean energy, it is also a manufacturing. The rare opportunities for overtaking in the industry. As a result, Sichuan -Guan Think Tank has continued to pay attention to it. Recently, the person in charge of 28 industry associations and research institutions, enterprises, and competent departments at all levels talked in -depth talks, and wrote and published the "Sichuan New Energy Vehicle Industry Development Report (2022)" to help相关地方和部门，清醒认识四川在全国新能源汽车产业版图上可能被“边缘化”的风险，准确捕捉背后潜藏的新的机遇，进而拿出超常举措补短板、强弱项、固底板、 Yang advantage and strive to achieve overtaking.

Article A 丨 Traditional Development Thoughts now facing a lot of challenges

It should be noted that "one retreat" does not mean that the industry is declining.

On the contrary, Sichuan New Energy Vehicle Industry has maintained a high speed growth in the past year. In the first five months of this year, the production of new energy vehicles in the province increased by 50%year -on -year, and last year's year -on -year growth rate reached 106.5%. This phenomenon seems to be puzzling: Sichuan chase at such a high speed, why does the proportion of the country still "retreat again and again"?

Why can't the growth rate of Sichuan output keep up with the national average speed?

● The direct reason is that Sichuan has a fast growth rate, and the country is faster in the country

● Sichuan lacks "head enterprises" and "corporate headquarters", so that the situation of hot -selling models has rarely changed the production of production in Sichuan.

● Local governments are actively fighting, but generally feedback is very difficult to attract

In fact, the direct cause of "retreat and retreat" is not difficult to understand: Sichuan has a faster growth rate and faster the country.

When the market demand is explosive, the growth rate of production has become an important indicator of the development trend of a local new energy vehicle. According to the statistics of the China Automobile Industry Association, the production growth rate of new energy vehicles in the first five months of this year exceeds 100%, while Sichuan is 50%. According to the data released by the National Bureau of Statistics, the national output growth rate was 145.6%last year, and Sichuan was 106.5%. Regardless of last year or this year, Sichuan's output growth rate was far from keeping up with the national average speed.

Why can't keep up? There are objective reasons. Sichuan Guan Think Tank received a report on the automotive industry analysis report from Yibin's economic cooperation and the Emerging Industry Bureau, which mentioned the affected affected by the epidemic. In the first half of this year, some supply chains were interrupted, especially the "lack of cores" seriously affected the production of vehicle companies. Operation, the most tense chip manufacturing finished product ESP (body electronic stabilization system) supply is less than one -third of the monthly production and operation needs, so that car companies cannot provide timely by car.

However, the above situation is not unique to Sichuan, and interviewees generally believe that more reasons should be found from themselves. In this regard, the Sichuan -view think tank "Sichuan New Energy Vehicle Industry Development Report (2020)" has been investigated at the beginning of last year, which can be simply summarized as: Sichuan lacks hot -selling models. And this is because our province lacks "head enterprises" and "corporate headquarters", so that hot -selling models are relatively rarely laid out in Sichuan.

After a year and a half, has the situation changed? The Sichuan -view think tank was investigated.

As far as hot-selling models are concerned, the passenger car market information joint meeting "January to December 2021 New Energy Sales Retail Sales Ranking", "From January to December 2021 to December, New Energy SUV Retail Sales Ranking", respectively. New energy sedan and SUV with the top 15 sales volume. Only one of the 30 models on the list is from Sichuan, ranking 15th in the ranking of new energy sedan retail sales. Yang Hui, deputy dean of the Research Institute of Sichuan Mustang Automobile Co., Ltd., told Sichuan Guan think tank that this was a miniature electric vehicle listed by the company last year, with a total of 20,350 vehicles that year.

This number conveys a lot of information. According to official media reports last month, there are currently more than 150 new energy models in Chengdu. Last year, the output of Sichuan New Energy Vehicles was 64,000 -this new model contributed nearly one -third of the output of new energy vehicles in the province, which means that the new energy vehicle production of new energy vehicles last year was more than 60%. A car also means that the remaining hundreds of cars have only produced 44,000 vehicles.

In order to further understand the situation of other enterprises, Sichuan Guan think tanks from the heads of the cities and state departments and the person in charge of the enterprise to Gee Star Automobile, Geely Sichuan Commercial Vehicle, Kaiyi Automobile, Mingjun Automobile, Chengdu Link (including Geely Plateau), Sichuan Jianghuai, Sichuan JAC, Sichuan JAC, Sichuan JAC, Sichuan JAC, Seven Grand Canal Automobiles in the Sichuan car company last year's new energy vehicle output. Among them, only Geely Commercial Vehicles claimed that the output of last year was based on "10,000 vehicles", and other companies said that there were only "thousands" or "hundreds". The relevant person in charge of the Nanchong City Economic and Information Bureau feedback that the output of new energy vehicles on Geely Commercial Vehicles last year was 6811. As far as "head enterprises" and "enterprise headquarters" are concerned, the Passenger Car Market Information Joint Conference "January to December 2021 New Energy Manufacturer's Retail Sales Ranking" gives the top 15 new energy manufacturers. Located in Sichuan. Integrated Sichuan Automobile Industry Association, Chengdu New Energy Vehicle Industry Promotion and Application Promotion Association, and Chengdu New Energy Automobile Industry Alliance feedback information. In the past year and a half, Sichuan has not added new energy vehicle companies, and foreign companies have not settled in Sichuan. Capacity.

A recent research study also confirmed the above situation. In the first half of this year, Wang Linmei, an associate professor of Sichuan University, undertook the "Research on Sichuan New Energy Vehicle Industry Strong Chain Strategy" in the Sichuan Modern Industrial Development Research Project. According to the study, there are currently 25 new energy vehicle companies in the province. Public information shows that the newly established companies were 5 years ago. According to Chuanguan Think Tank to verify from some business owners and local authorities, at least Mingjun Automobile Co., Ltd., Mingjun Automobile Industry Co., Ltd., Sichuan Bicapo Automobile Co., Ltd., and Sichuan Tenlin Automobile Manufacturing Co., Ltd. The abnormal state of dozens of vehicles. In addition, the production of new energy vehicles in many companies depends on government orders, and sometimes there is no output.

One and a half years have passed, why didn’t the situation change significantly?

The Sichuan Guan think tank survey found that local governments do not know the importance of "head enterprises" and "corporate headquarters", and they are actively striving. Comprehensive feedback information in the province's 7 cities and state authorities, in the past year and a half, have been in -depth with BYD, Xiaopeng, Great Wall, Hezhong, Ald, Zero, and future. The mayor has led the team to the coast to carry out project recruitment and invited enterprises to visit Sichuan. However, the person in charge of all the competent departments of the interview said that the current attraction is very difficult.

Why is it difficult for "recruiting" and "grasping cultivation" now?

● The cost of attracting costs is "high", and the "bottom -to -bottom" window period has passed.

● The industrial chain supply chain is "weak". Except for power batteries, Sichuan has fewer comparative advantages in other core components

● It is too late to cultivate emerging vehicle companies according to the traditional path; cultivating existing car companies is limited by the objective gap, and the difficulty is not small.

The difficulty is high, although the place is needed, but many respondents also reminded that the deep and trending issues behind them must also be highly valued. Policies and industrial chain construction.

Looking at the preferential policies, the cost of attracting the cost is "too high". Taking the implementation of capacity implementation as an example, a person in charge of the Ya'an Economic and Information Technology Bureau said that it is now required to introduce the new production capacity of a giant, and the cost of local governments is calculated based on "billions". In the subsequent interview, the cost of "billions of dollars" was estimated to be confirmed by many government officials and many practitioners. What is this concept? Public information shows that when Weilai China headquarters settled in Hefei in 2020, it received a local strategic investment of 7 billion yuan.

Why is the cost of attracting so high? The interviewees mainly talked about two reasons.

The first is that the "bottom -up" window period has passed. A person in charge of Weilai Automobile said in a dialogue with Chuanguan Think Tank that Sichuan missed the window period that was attracted around 2019. At that time, the new forces of car building "either did not produce products, or products were out but have not opened sales." Cui Dongshu, Secretary -General of the Passenger Car Market Information Joint Association, said that due to factors such as the decline in subsidies, from 2019 to the first half of 2020 are the "pain period" of new energy vehicles from subsidies to a market -oriented transition. Zhang Kejian, Secretary -General of Chengdu New Energy Vehicle Industry Alliance, has further proposed that the new energy vehicle header has been relatively clear now, and the supporting industry ecosystem in the field has been initially formed. "At this time

The second is the issue of Sichuan's capacity utilization rate, which will increase the cost of enterprise landing. The National Development and Reform Commission's "Regulations on the Management of Automotive Industry Investment" clearly states that the province where the new independent pure electric vehicle enterprise investment project is located. Many people interviewed industry associations and car companies have confirmed to Chuanguan think tanks that the current vehicle capacity utilization rate of auto is lower than the industry average.

what does that mean? A person in charge of Xiaopeng Automobile told Sichuan Guan think tank that he had conducted in -depth communication with Longquan District of Chengdu not long ago. "The biggest problem in Sichuan is the issue of production qualifications. An official explained: Because the utilization rate of Sichuan production capacity is lower than the industry average, the head enterprise cannot directly build a new factory in Sichuan, but can only use existing capacity -this means that it must pay a large "take -off" fee for it for it for for it for for it for it for for it for for it for it for for it for for it for for it for used for it. In the provincial car companies with poor benefits and relatively backward technology, "head companies are certainly unwilling to give this money. If you want to attract them to land, you have to pay for the place." Decision -making risks, few places are willing to pay for money. The person in charge of the competent authorities in many places mentioned that local finances are unbearable, and even if they are barely affected, they will face huge uncertainty. Public information shows that Jiangsu Province has supported a number of new energy vehicle manufacturers such as Selin Automobile, Byton Automobile, Nanjing Bo County, Huai'an Min'an, and Nantong Land Boat.

In addition to the "expensive" cost, another major problem facing Sichuan in the process of recruitment is the "weak" of the industrial chain supply chain.

The "weakness" here is relatively speaking. In this case, Kawaguan think tanks have been explained in the relevant reports of 2020. In order to understand the latest situation, the Chuanguan Think Tank contacted the relevant person in charge of Chengdu Lingke (including Geely Plateau), Kaiyi Motor, Geely Sichuan Commercial Vehicle and Sichuan Mustang Motor. - 40%. The situation of lack of key components such as electrical control in the local area has not changed. Yibin Kaiyi Automobile Co., Ltd. provides the detailed situation of two models to Chuanguan Think Tank: the new model FX12 Zhongchuan and Chongqing suppliers provide about 37%of the prices of components, of which Yibin accounts for 26.1%and Chongqing accounts for 7.18 %, Chengdu account for 2%, Suining accounts for 1%, Deyang and Guang'an each account for 0.7%. Another model of Xuanjie EV Yibin accounted for 9%of the entire vehicle price, and did not provide other regions.

Sichuan is not without progress. Zhang Kejian and Member of the Provincial Party Committee and Provincial Government Decision Consulting Committee and Peng Yiqiang, a professor at the School of Automobile and Transportation of Xihua University, Fan Yongjun, Secretary -General of Chengdu New Energy Vehicle Industry Promotion and Promotion Association, mentioned that in the past year and a half, the changes in industrial chain mainly occurred in power Battery field -thanks to the advantages of mineral resources and clean energy, Sichuan is becoming an important place for the national power battery industry. As the power battery projects in Yibin, Chengdu, Suining and other places have been put into operation, the local supporting rate of car companies will be improved to a certain extent.

However, the experts interviewed also reminded that in addition to power batteries, Sichuan has fewer comparative advantages in other core components. On the whole, the new energy vehicle industry chain is still "following the vehicle factory." Hu Mingjing, Secretary of the Party Committee of Yibin Kaiyi Automobile Co., Ltd., specifically mentioned that it is not difficult to improve the localization support rate of motor and electrical control. "However, for the above reasons, there are fewer vehicle manufacturers to come to Sichuan. In addition, the output of local car companies is currently relatively insufficient, resulting in the construction of the industrial chain. In turn, this further weakened the wishes of the entire vehicle factory to come to Sichuan, and formed the deadlock of "chicken first" or "egg first".

Based on the above situations, the two traditional development ideas of local "recruitment" are now facing a lot of challenges. Interviewees generally believe that if you continue to attract new energy vehicle companies and core component companies in accordance with traditional and inherent paths, Sichuan is not without a chance, but it will bear high costs and risks, which is more difficult.

It is not easy to attract, can it be cultivated internally? If it is cultivated by the traditional path "starting from scratch", the interviewees have clearly proposed that the time is too late, and the state ministries and commissions are currently very cautious about the new qualifications and the feasibility is not high. There is a possibility of success, but in the objective gap, it is still difficult.

Chapter B 丨 The new opportunity comes from the new trend of grabbing industrial changes

In this case, does Sichuan still have the opportunity to overtake the road?

A number of interviewees frankly said that if the industrial structure is stable, I am afraid that the opportunity is not great. However, the new energy vehicle industry is still in the process of profound changes, and the industrial chain supply chain is still being changed and even reshaped -in the process of these changes and reshaping, Sichuan opportunities are available.

To seize the opportunity, the respondents reminded Sichuan to jump out of the existing thinking framework, actively discover and embrace development opportunities in industrial changes, and focus on the key points to seek breakthroughs. In comprehensive interviewees, Sichuan Guan think tanks sorted out the two major industrial development trends worthy of attention and questioned the opportunities that Sichuan could seize.

Seize the "steep growth period" opportunity

● Entering the steep growth period, the direct opportunity brought to Sichuan is to undertake new capacity

● The steep growth period has attracted the "cross -border", and the qualified local car companies in the province are potential partners.

● The subdivision track that failed to grow due to steep growth is also worthy of Sichuan's attention

Opportunities in Sichuan, the development of "super expectations" from the industry.

On August 9th, the Passenger Car Market Information Co -will admitted that the latest market data released by the market that the overall progress of China's new energy vehicle this year "has exceeded the predictions at the end of last year." Interestingly, the situation similar to the "over -expected" situation has repeatedly appeared in the past year. Several respondents said that they sold more than 3 million units nationwide last year, which doubled more than one year, which also exceeded most institutions expected. For this super -expected and explosive growth, Ouyang Minggao, an academician of the Chinese Academy of Sciences and the vice chairman of the Chinese Electric Vehicle Hundred People Association, judged at a press conference: Automotive electrification has broken through the critical point and entered a steep growth period.

Entering the steep growth period, the direct opportunity brought to Sichuan is to undertake new capacity. Li Hongpeng, deputy chairman of the Chengdu Automobile Engineering Society, and relevant persons in charge of the ideal car recommend that Sichuan highly pays attention to the expansion needs of head companies -market explosive growth will shorten the time of the bottleneck in the production capacity of head enterprises, thereby promoting enterprises to make new new One round of capacity layout. In the Sichuan layout, there are relative advantages such as close to the market, so Sichuan can become a powerful competitor to undertake production capacity. Li Hongpeng suggested to concentrate resources in various places and actively strive for head enterprises to land in Sichuan in the second and third factories outside the headquarters of Sichuan. Fan Yongjun suggested that Chengdu and other places do a good job of "secondary investment", that is, communicating and negotiation by including giving a certain preferential conditions, and actively promoting the production of more new energy -selling models in Sichuan car companies in Sichuan. Of course, there is no doubt that these tasks will also encounter the challenges mentioned earlier.

A bigger opportunity is the "cross -border" attracted by the steep growth period. Public information shows that in the past year and a half, head companies in different fields such as Huawei, Xiaomi, Baidu, Foxconn, and Skyworth have announced that they have been involved in the new energy vehicle industry, and many of them are aimed at "car building".

What does this mean for Sichuan? Interviewees believe that it provides new possibilities to cultivate local heads and brands. Hao Shiqiang and Fan Yongjun, Secretary -General of the Sichuan Automobile Industry Association, both mentioned that Sichuan can actively encourage cross -border giants and local car companies to cooperate with the "Huawei Smart car selection model". This model is responsible for product definition, vehicle design and sales, and car companies are responsible for the development and manufacturing of the vehicle platform. As for the brand can be built by both parties, such as the new brand AITO cooperated with Huawei, or the new brand Avita created by Changan Automobile, Huawei and Ningde.

There are many benefits of this model. Comprehensive interviewees, on the one hand, are conducive to local car companies "borrowing the potential" and use the strong brands, technology and sales channels of cross -border giants to empower the product; on the other hand, it is conducive to local attracting "cost reduction". Pay more attention to mutual benefit, and the cost of attracting is relatively lower.

This model also has high feasibility. Hao Shiqiang explained: Cross -border giants do not have no, and it is difficult to apply for cars' qualifications, so they must cooperate with qualified car companies. For the sake of maintaining its core advantages, head car companies often refuse to cooperate with third -party manufacturers such as Huawei. In this case, local car companies with relevant qualifications in the province have become the right potential partners of cross -border giants. At this point, Hao Shiqiang specially suggested that he would try to keep the existing qualifications. Multiple information sources told Chuanguan Think Tank that recently, local new energy vehicle companies have been included in the special publicity list of the Ministry of Industry and Information Technology due to the lowest production output. Capital reorganization and development of new models have been severely restricted.

Many interviewees reminded that it is more new energy passenger cars that enter the steep growth period. Some segmented tracks that have not been illuminated by the media spotlight due to steep growth are also worthy of attention.

A typical representative is a new energy commercial vehicle. The "Blue Book of Automotive Industry: China's Commercial Automobile Industry Development Report (2022)" released by the China Automobile Industry Association and others shows that last year, the sales of domestic new energy commercial vehicles increased by 49.4%year -on -year, and the market penetration rate was only 3.5%. The two numbers of new energy passenger cars last year were 169.1%and 14.8%. The report believes that under the national "double carbon" goal, carbon reduction and carbon reduction behavior of commercial vehicles will become the focus of the industry. Xie Ping, Executive Deputy General Manager of the Executive Deputy General Manager of Chengdu Duchai Automobile Group Co., Ltd. and the head of Geely Sichuan Commercial Vehicle Co., Ltd., the market is still in the early stages of development, and the supply chain of the related industrial chain in Sichuan is relatively good. It is expected to be in this segment. The road is exchanged for overtaking. Because the market is currently more policy -driven market, it is recommended to provide policy support in open road rights.

Seize the opportunity of "the second half of the industry"

● Intelligent and networking will be the focus of competition in the next stage of the new energy vehicle industry

● Sichuan has the opportunity and conditions to seize the opportunity of intelligent networking and achieve the new energy vehicle industry.

● Focusing the field that is most likely to achieve "overtaking", and actively carry out corporate recruitment and cultivation

The opportunity of Sichuan also came from the "second half" of the industry.

Li Shufu, who attended the meeting last month, talked about this concept. At the 2022 World Power Battery Conference, the chairman of the Zhejiang Geely Holding Group proposed that "the first half of the automotive industry has been basically completed and entered the intelligent stage of the second half." In this statement, China Electric Vehicle Hundreds of People Hundred Think Tanks have further explained in the report of the "Global and China's New Energy Vehicle Industry Development Trends and Policies" report: intelligent and networking technology is rapidly popularized in new energy vehicles. Compared with electrification, it is easier to reflect the differentiation of different cars, which is the focus of competition in the next stage.

Yang Hui gave a concept of science to the science of Chuanguan think tank: compared to fuel vehicles, new energy vehicles and intelligence and networking have a more natural connection. "The fuel vehicle itself has no electricity. The control of traditional mechanical parts is not as convenient and sensitive to electric vehicles. "Open materials show that last year, nearly 70 new energy models in my country were listed in China, which basically covered L2 -level auxiliary driving. Almost all interviewees believe that intelligent networking is the opportunity to achieve overtaking of the new energy vehicle industry in Sichuan. When talking about the opportunity of Sichuan with Sichuan Guan think tank, Zhang Hongwen, Secretary -General of the New Energy Vehicle Branch of the China Automobile Circulation Association, is "How about the development of Sichuan Smart Connect (Industry)?" In his opinion, new energy vehicles have followed up. The core of development is not to produce cars, but to do a good job of intelligent networking and services.

What does the opportunity here refer to? Intelligent connectivity, how can I make Sichuan traversal overtaking?

Comprehensive interviewees' viewpoints can be answered in three steps: First, the above trend will trigger changes in the new energy vehicle industry chain, which will give birth to a series of new core components and industrial links; second The economic growth point is also a strategic part of the new energy vehicle industry chain, which has a leading role in the entire industrial chain. Third, the development of these components and links, Sichuan has the opportunity and conditions.

Looking at the first point, more than 50%of the auto traditional parts systems are facing reconstruction. Software and hardware such as chips, system software, lidar, controllers, actuators, and Internet communication involved in intelligent and networking are all part of the software and hardware such as AI algorithms, Internet communication, and Internet communication. Zhang Yongwei, the vice chairman and secretary -general of the Car Hundred People's Association, publicly estimates that the value of intelligent parts in the entire vehicle will accelerate and increase, and will reach more than 30%in 2030. Li Hongpeng told Chuanguan Think Tank that in the future, it will be a functional definition car and software definition of automobile eras. It is a key source of future product competitiveness in terms of intelligent networking experience.

Looking at the third point, the judgment of "Sichuan has opportunities" is not difficult to understand. Comprehensive interviewees, the technical barriers and system barriers of related automotive parts have not yet been formed, and some technical routes have not yet been shaped. A person in charge of the Economic Consultation Center of the National Information Center told Chuanguan Think Tank that key software and hardware such as laser radar and autonomous driving algorithms currently have different technical genres who are trying to be. "Intelligent networking is not like power batteries. It was just starting. Of course, some people may be "grabbing", but it is hard to say that the road he runs is right or can you survive. "This stage of" just start "is the time for Sichuan to enter the bureau.

As for the judgment of "Sichuan conditions", it is supported by two information.

First, there are talents in Sichuan. Chen Yili, the president of the Sichuan Automobile Industry Association Intelligent Network Branch, and the Director of the Internet of Automobile Internet of China Information Technology Center of China Moving IoT Co., Ltd. revealed an interesting information: In the past year and a half, a large number of domestic new energy vehicle company giants have come Chengdu layout intelligent network related R & D institutions. This list includes the giants to come to Sichuan, the Great Wall Motor Chengdu Branch, the Great Wall Motor R & D Center, the Chinese Express High -He Software R & D Base, and the Enterprise related institutions such as Yichaitong, Zebra Zhixing, Jinhu New Energy Vehicle and other enterprises. The layout of research and development, it looks like Chengdu's talent reserves. Many interviewees said that due to the electronic information industry and the foundation of colleges, relevant talents in the province have certain guarantees in terms of quality and quantity, and their salary and coastal ratio are relatively lower, which forms a comparative advantage.

The second is that Sichuan has a certain industrial foundation. According to Chen Yili, according to incomplete statistics, more than ten related companies in the province are engaged in car vision, laser millimeter wave radar, multi -domain controllers, inertial navigation and other businesses, and have advantages in some segments. Li Yun, general manager of Chengdu Weichen Information Technology Co., Ltd., said that his team was born from the University of Electronics and has a leading position in smart car networking and digital security products and services. Peng Yiqiang said that our province has a certain lack of vehicle operating systems, AI algorithms, and security control components.

Chuanguan Think Tank also noticed that the above -mentioned enterprises and the new energy vehicle industry chain in the province have a "disconnection" phenomenon. Comprehensive interviews with the person in charge of the Sichuan car company, the current provincial supporting rate in the intelligent connection field is almost zero. Related parts are from the Yangtze River Delta and the Pearl River Delta. Li Yun also said that it currently serves more than 10 vehicle manufacturers including Geely, SAIC, and Changan, but none of them are from the province. "Because we mainly cooperate with the R & D headquarters, they are basically not in Sichuan."

Interviewees suggested that Sichuan should focus on the key links of intelligent networking and actively carry out corporate recruitment and cultivation. Chen Yan Li recommends focusing on the field that is most likely to achieve "overtaking", such as driverless technology (including bicycle intelligence, V2X), 5G communication and application service innovation, autonomous controllable, information security and data security of the vehicle operating system and chip Essence Other interviewees also include: to support science and technology small and medium -sized enterprises in the field of intelligent connectivity; further pay attention to the introduction of head enterprise R & D institutions, as a local industry development and cultivation of talents ; Strengthen the integration of the local industrial chain.

Other rocks

Sorting out 31 provincial and municipal new energy vehicle industry planning. This information is worthy of Sichuan's attention

Kawaguan Think Tank Researcher Pu Nanxi

In the past year, many provinces and cities across the country have released the "14th Five -Year Plan" for the new energy vehicle industry, outline the goals and paths of the development of the local new energy vehicle industry. Sichuan Guan think tanks have sorted out 31 provinces, municipalities, and autonomous regions related plans. Many of the information transmitted by Sichuan is worthy of Sichuan's attention.

From the plan, the vehicle output

The production of new energy vehicles nationwide will continue to grow rapidly, and Sichuan may become a "low -lying area"

Sichuan -view think tanks have found that 15 provinces and cities have announced the output target of new energy vehicles to be achieved in 2025, with a total of more than 10 million vehicles. Among them, there are seven provinces and cities with a target output of more than 1 million vehicles. Sichuan has not announced the relevant goals.

From the perspective of the total output planning, Zhang Hong, Secretary -General of the China Automobile Circulation Association's New Energy Vehicle Branch, believes that China's new energy vehicle is developing rapidly. China has been the world's largest new energy vehicle production and sales country for many years, and more than a quarter of new energy vehicles in the world are produced in China. Judging from the total planning of 15 provinces and cities, this momentum will continue.

Last year, Sichuan New Energy Vehicle production was 64,000, accounting for less than two % of the national output. Fan Yongjun, Secretary -General of the Promotional Association of Chengdu New Energy Vehicle Industry, believes that from the current output share of Sichuan in the country, there is still a long way to go to manufacture in Sichuan vehicles. Some interviewees have suggested that if this trend cannot be effectively changed, Sichuan may become the "low -lying area" of new energy vehicles produced in the country.

Can you change this situation? Zhang Honghe Peng Yiqiang, a member of the Provincial Party Committee and the Provincial Government's Decision and Advisory Committee, and Peng Yiqiang, a professor at the School of Automobile and Transportation of Xihua University, maintained a relatively optimistic attitude. Zhang Hong believes that Sichuan's market potential and the foundation of fuel vehicle manufacturing should be attached to it. Sichuan Province, especially Chengdu, is the provinces and cities with the largest number of new energy vehicles in the Southwest. Sichuan is a large market with a population of nearly 100 million, and the industrial and agricultural education technology is very developed. It is a province that is easy to accept new energy vehicles and related leading technology. In addition, Sichuan Province has the production capacity of traditional fuel vehicles of more than one million vehicles in the year, which is also the basis for the transformation of new energy vehicles. Therefore, Sichuan Province has a good industrial foundation and broad market prospect for developing new energy vehicles. Peng Yiqiang also suggested to increase local vehicle production and sales in terms of marketing, rely on the consumer market to drive industrial development, and try to form a closed loop of the industry in the local area.

Look at car models from planning

Many provinces and cities seek to "change the road" from the subdivided track. It is recommended that Sichuan seeking overtaking in the field of hydrogen fuel cell commercial vehicles

In the "Electric Sichuan" Action Plan (2022-2025) issued by the Provincial Government Office this year, by 2025, it is necessary to cultivate new energy vehicle companies with brand influence. Specific to the model, Sichuan has no clear planning. In the country, in addition to taking into account the routine arrangements of passenger cars, commercial vehicles, and special cars, some provinces and cities have also proposed the goals of their own specific fields. Among them, Yunnan plans to build Kunming into a passenger car base. Guizhou is working hard Light, medium and heavy trucks.

Sichuan -view think tanks have found that the passenger car market across the country has been divided by head companies. The provinces and cities in the rear -defensive position can only play their respective advantages and cultivate in the travele. For example, the practice of Yunnan and Guizhou belongs to the "overtaking" and strive to seize the opportunity to segmented the market.

Is such experience worth learning? Where is Sichuan's unique track?

Peng Yiqiang believes that hydrogen fuel battery commercial vehicles are a model that has local characteristics and has formed a certain technical accumulation and production capacity. It is recommended to do a good job of supporting infrastructure, such as hydrogen -making, hydrogenation device or site construction, and carry out the promotion and application of hydrogen fuel cell commercial vehicles, especially hydrogen fuel cell buses, intercity passenger cars, and increase promotion efforts to become as soon as possible to become as soon as possible to become as soon as possible to become as soon as possible The national hydrogen fuel cell vehicle demonstration urban agglomeration is a molecule to form the scale effect of the hydrogen fuel cell commercial vehicle in the region.

In addition to affirming that Sichuan commercial vehicles have taken a solid step towards new energy transformation, Zhang Hong also suggested that at the traditional fuel vehicle level, promote the transformation of new energy vehicles and introduce a series of support policies at the level of taxation, subsidies, and loans.

From planning, charging pile construction

All localities emphasize to follow the principle of "moderate advancement".

In terms of charging facilities, by 2025, Sichuan's goal is to build 120,000 charging piles, and nationwide, 16 provinces and cities that have been announced by the construction plan, of which 11 provinces and cities have exceeded 150,000 Essence

By analyzing the planning goals of relevant provinces and cities, experts told Chuanguan Think Tank that these provinces and cities generally emphasize that the number of quantitative planning must follow the principles of moderate advancement.

Fan Yongjun explained that the number of charging piles must be related to the market preservation. Building charging piles can be moderately advanced, but not too much. Moderate means that when everyone finds inconvenient, someone will invest. The layout of the charging pile is basically this market -oriented logic. Because the charging pile is easy to scrap, a pile has an average of 2-4 years of warranty. Once the warranty period is over, the excessive advancement is a waste. Unless government subsidies cover the warranty period, there will be no enterprises willing to take the initiative to accept losses, so it is recommended that the government does not have to make too specific plans in terms of quantity. The government does not have to have specific plans in quantity, but the planning on the charging venue is available. Zhang Hong proposed that many of the current residential communities and supermarkets have rejected charging facilities to enter the market due to high restrictions on underground parking lots, limited power capacity, or for fire safety considerations. This hinders the development of new energy vehicles. The construction of charging places separately will face the issue of land approval. Therefore, how to build a charging site at the open -air venue as much as possible to test the wisdom of local governments at all levels in Sichuan.

Specifically, the construction planning of infrastructure such as Sichuan charging piles, experts believe that there are still some difficult points to pay attention to. For example, the supporting facilities on the road between cities. Peng Yiqiang believes that with the popularization and promotion of new energy vehicles, the construction of Sichuan charging infrastructure has the needs and trends of expanding from Chengdu to other cities and states. There are highway connections between major cities. However, there are relatively few charging facilities on highways. Because the construction of charging facilities generally involves multiple administrative management departments, the coordination of all parties is required.

Chuanguan think tanks have also discovered that while the provinces and cities are planned, Guangdong Province has launched a series of related standards and unified "Guangdong Yizhou" platform while building the infrastructure of charging piles. Is it worth the local charging pile standard and platform to implement its own charging pile standards and platforms? Zhang Hong held a positive attitude. He believed that during a period of time, the charging facilities did have different interfaces, paid and information applets could not be universal. Therefore, allowing charging facilities to have a unified standard, different brands can be universal, not only facilitates consumers, but also promote the sales of new energy vehicles.

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