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Chen Qingtai: Capital favors new automakers, which recognizes China's auto transformation

Publish Date: 2020.12.01

    In the history of human social development, there have been three industrial revolutions, from the steam age to the electricity age to the information age. Each revolution has changed the production and life of mankind. Since the beginning of the 21st century, the development of science and technology has accelerated. With the development of artificial intelligence, clean energy, quantum information technology, biotechnology, etc., we are experiencing a green revolution.


    According to news on November 26, the annual electric vehicle forum of the 100 people will be held early next year. The theme is "New Development Pattern and Auto Industry Reform" to discuss the changes and development of the auto industry this year. 2020 is a special year. The global auto industry is also undergoing changes amid fierce turbulence.


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    In September last year, the Central Committee of the Communist Party of China and the State Council issued the "Outline for Building a Powerful Transportation Country"; in February this year, 11 ministries and commissions including the National Development and Reform Commission and the Ministry of Industry and Information Technology jointly issued the "Smart Car Innovation Development Strategy"; in November this year, the State Council approved the "New Energy Automobile Industry Development Plan (2021-2035). With these three important documents as a sign, my country's new energy vehicles are moving from the initial stage of development to the intermediate and advanced stage of development. At the recent media communication meeting of the Electric Vehicles Association, Chen Qingtai, Chairman of the China Electric Vehicles Association, and Ouyang Minggao, Vice Chairman of the China Electric Vehicles Association, respectively expressed their views and opinions on the current state of the auto industry.


Capital "forces" new energy vehicles


    Since November, several major automobile events have attracted the attention of the public, especially in the capital market. Recently, Tesla has taken the lead in the ranking of global auto companies by market value, and China accounted for 9 of the top 30 companies. In addition, statistics show that among the top ten companies in US stock market turnover, there are four auto companies. At the same time, the share prices of Chinese auto companies Weilai, Ideal and Xiaopeng have reached new highs respectively. These signs all indicate that the popularity of automobiles, especially those of new forces, in the capital market is still very high.


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    Chen Qingtai, chairman of the China Electric Vehicles Association of 100, talked about the development of the automobile industry through these phenomena. He believes that the ranking of the company's market value does not rule out the influence of short-term factors, but it largely reflects the mainstream consulting in the capital market. The expectations of companies, analysts and investment institutions. It can be seen from the market value that the capital market’s recognition of new energy vehicles also indicates that the auto industry has entered a period of great change, and the market position of auto companies is being reshuffled, which also provides opportunities for latecomers.


    Especially for the new forces that make cars, they are the disruptors of traditional cars. Although the current asset scale, production scale, sales revenue, and profitability are far inferior to those of traditional giant car companies, the top new car manufacturers in the United States and China have been highly favored by the capital market, and they have objectively exerted "incentives" and "incentives". "Forcing" the role.


    For example, the star car company-Tesla, as well as China's new car-making forces Weilai, Xiaopeng, and Ideal, all three of them have strong Internet genes and have stronger innovation capabilities in product technology and business models. Chen Qingtai said: “These phenomena show that my country has better grasped the trend of zero-emissions development of automobiles; it took the lead in promoting the industrialization of electric vehicles in the world and won the first mover effect of changing lanes. Leading companies performed well in the capital market. Behind this is the recognition of the transformation of China’s automobile industry. Facts are verifying that “the development of new energy vehicles is the only way for my country to move from a major automobile country to a powerful automobile country.”


New energy vehicles drive the new energy revolution


    Ouyang Minggao, vice chairman of the China Electric Vehicles Association, explained how the automotive industry develops in the context of the global carbon peak and carbon neutral green recovery, from the technical aspect.


    First of all, battery safety is still the focus of attention. Ouyang Minggao pointed out that the main way to deal with safety problems at present is to solve the three aspects of intrinsic safety, active safety and passive safety. From the perspective of hydrogen fuel, China's fuel cells have made great progress in the past two years. Compared with five years ago, various performance indicators have been greatly improved. According to Ouyang Minggao, compared with five years ago, the life of fuel cells has generally increased by 300%, from 3,000 hours at the beginning of the "13th Five-Year Plan" period to the current 12,000 hours.


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    Currently, China's net carbon emissions are 10 billion tons, which is equal to the global carbon emission target set by the Paris Conference in 2050. To achieve carbon neutrality in 2060, that is, zero net emissions. Achieving such a goal is under certain pressure, which means that the energy storage of new energy vehicles is more needed, and the decarbonization of the energy system is needed.


    This is also the next goal of new energy vehicles, to drive the new energy revolution with new energy vehicles and achieve high-quality development. If new energy vehicles are scaled up and the new energy revolution is driven by new energy vehicles, the traditional automobile, energy, and chemical industries will undergo radical changes, and the real changes will be unprecedented in a century since automobiles replaced horse-drawn carriages.


    According to foreign judgments, in 2030, there will be between 30 and 35 million pure electric vehicles in the world. If my country's new energy vehicles account for 40-50% in 2030, then the total output of vehicles will reach 35 million vehicles, and new energy vehicles will exceed 15 million. Academician Ouyang Minggao believes that this number is in line with the development trend.


    Chen Qingtai also stated that relevant parties predict that by 2030, the production and sales of electric vehicles in my country will reach 15 million, and the number of holdings will reach 80 million, and the automatic driving of new cars at different levels will reach 70%. This prediction will become a reality, involving the adjustment of energy structure, the construction of smart grids, the upgrading of transportation infrastructure, the support of a new generation of mobile communications, the adjustment and transformation of the industrial chain, the establishment and adjustment of standards and regulations, and the transfer of jobs, etc. , Is a magnificent industrial revolution.

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