Is it difficult to be far ahead of the two sessions?

At the 2024 National People's Congress and the National People's Congress, the government work report reviewed the work in 2023 and pointed out that "the production and sales of new energy vehicles account for more than 60% of the world".

At present, China's traditional industries are accelerating their transformation and upgrading, strategic emerging industries are booming, and China's new energy vehicles have always maintained a rapid growth trend. What does the figure of "60%" mean? and where will the future development direction of new energy vehicles be focused?

Green travel, China has entered the post-fuel vehicle era

Under the dual carbon strategic goal, China's automobile industry is accelerating towards a green and low-carbon road. Last year, China's new energy vehicles ushered in a strong "tide of going to sea" with excellent cost performance. On March 5, 2024, at the first ministerial channel of the National People's Congress and the National People's Congress, Yin Hejun, Minister of Science and Technology, mentioned, "New energy vehicles, lithium batteries, and photovoltaic modules are what everyone calls the 'new three'. ”

According to data from the China Association of Automobile Manufacturers, in 2023, China's automobile production and sales will be 30.161 million and 30.094 million respectively. Among them, the production and sales of new energy vehicles reached 9.587 million units and 9.495 million units, up 35.8% and 37.9% y/y, respectively, and the market share reached 31.6%.

The charging pile industry supporting new energy vehicles has also entered the fast lane of development. According to the data of the China Charging Alliance, in 2023, the increment of China's charging infrastructure will be 3.386 million units, and the charging infrastructure will grow simultaneously with new energy vehicles, and the incremental ratio of pile vehicles will reach 1:2.8. The continuous improvement of charging infrastructure construction has ensured the rapid development of new energy vehicles.

The hot sale of new energy vehicles overseas also fully demonstrates the recognition of China's new energy vehicle manufacturing technology by the international market. Yang Xinmiao, deputy director of the Institute of Transportation Research of Tsinghua University, told China's environmental protection reporter, "New energy vehicles can be exported and enter the international market, which shows that China's new energy products have sufficient advantages in quality and price." At the same time, it also shows that China has entered the era of post-fuel vehicles. ”

With the improvement of the public's awareness of the ecological environment, the green travel mode represented by new energy vehicles has gradually become the preferred means of transportation for the public, meeting the transportation needs of people for short-distance travel and urban travel, and giving full play to the advantages of new energy vehicles. Yang Xinmiao said, "Combined with the needs of consumers, the application of new energy vehicles, if combined with lightweight electrified two-wheeled vehicles, can better create a green urban transportation model with Chinese characteristics and accelerate the construction process of Chinese-style modernization." ”

New energy vehicles are an effective way to achieve the "double carbon" goal

The dazzling data also comes from the promotion of high-quality development of the automotive industry. Nowadays, the "double carbon" goal has become a global consensus, and new energy vehicles are one of the effective ways to achieve the "double carbon" goal and energy transformation. Based on this, it is necessary to promote the power revolution of new energy vehicles to traditional vehicles.

The "Opinions of the Central Committee of the Communist Party of China and the State Council on Comprehensively Promoting the Construction of a Beautiful China" issued in January 2024 clearly stated that by 2027, new energy vehicles will account for 45% of new vehicles.

The Ministry of Commerce, the National Development and Reform Commission, the Ministry of Industry and Information Technology and other nine departments recently jointly issued the "Opinions on Supporting the Healthy Development of New Energy Vehicle Trade Cooperation", which clearly supports the healthy development of new energy vehicle trade cooperation from seven aspects, including international business capabilities and levels, and international logistics system.

Various support policies have been launched across the country for new energy vehicles to boost the further sinking of the new energy vehicle market.

The Anhui Provincial People's Government issued a notice on consolidating and enhancing a number of policy measures for the economic rebound, which encourages cities to give consumption subsidies to individuals who purchase non-operating new energy vehicles, as well as enterprises or individuals who purchase new energy vehicles and use new energy vehicles for driving training.

The reporter observed that many car companies have recently rolled up their sleeves and worked hard. Led by BYD, it took the lead in adjusting the price of new energy vehicles and shouted the slogan of "electricity is lower than oil". Subsequently, a number of new energy vehicle brands have followed up with price cuts. For consumers, the wave of price cuts brings more choices, which also means that the market penetration rate of new energy may continue to rise.

The steady improvement in the sales of new energy vehicles will bring about a real reduction in carbon emissions.

According to the data of the National Big Data Alliance for New Energy Vehicles, from January to October 2023, the carbon emission reduction of new energy vehicles in China has reached 68.76 million tons, a year-on-year increase of 58.1%. The "2023 CO2 Emissions" report recently released by the International Energy Agency also shows that thanks to the rapid transition to clean energy such as solar, wind and nuclear energy and the rapid advancement of technologies such as electric vehicles, global energy-related carbon dioxide emissions in 2023 will increase at a slower rate than in 2022.

In the future, how will new energy vehicles develop?

At this year's National People's Congress and the National People's Congress, the representatives and members are still concerned about the field of new energy vehicles.

Li Shufu, member of the Standing Committee of the National Committee of the Chinese People's Political Consultative Conference (CPPCC) and chairman of Geely Holding Group, brought a proposal on consolidating the foundation of the carbon market and promoting the realization of the "double carbon" goal of the automobile industry, while Zhang Xinghai, member of the Standing Committee of the National Committee of the Chinese People's Political Consultative Conference, vice chairman of the All-China Federation of Industry and Commerce, chairman of the Chongqing Federation of Industry and Commerce, and chairman (founder) of Celis Group, brought a number of proposals to the meeting, focusing on China's intelligent networked new energy vehicles, and providing suggestions and suggestions for the systematic and high-quality development of the industry. Hou Maofeng, a member of the National Committee of the Chinese People's Political Consultative Conference (CPPCC), submitted a proposal calling for support for the development of new energy vehicles in Hainan, internationalization and high-end manufacturing.

Some experts pointed out that China's new energy vehicles to achieve 60% of the world's production and sales proportion is already very high, the future focus is to "achieve high-quality development, continuous innovation, continuous improvement of technology, make more efforts in intelligence, and maintain a sustainable leading state".