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The Political Bureau of the Central Committee of the Communist Party of China held a meeting on July 30 and proposed that "to tap the potential of the domestic market, support the accelerated development of new energy vehicles, and issue an action plan for carbon peaking before 2030 as soon as possible
.
Cui Dongshu, secretary-general of the National Passenger Vehicle Federation, said in an interview with a reporter from Securities Daily that tapping the potential of the domestic market and supporting the accelerated development of new energy vehicles is an important measure to promote internal circulation, and it is also a directional work to reduce carbon emissions
.
"With the continuous improvement of the economic environment, the further enrichment of new energy vehicle products, the implementation of policies such as new energy vehicles going to the countryside, electrification in the public sector, and the continuous emergence of the leveraging effect of subsidies and purchase tax exemption policies, it is expected that The scale of production and sales of new energy vehicles will
reach new heights.
High-level tone
High-level toneSupport the accelerated development of new energy vehicles
Support the accelerated development of new energy vehiclesSince 2020, favorable policies related to new energy vehicles have been issued frequently
.
According to data released by the China Association of Automobile Manufacturers, in June this year, the national production and sales of new energy vehicles reached 248,000 and 256,000 respectively, up 135% and 139% year-on-year respectively, continuing to refresh the historical record of the month; in the first six months, new energy vehicles The production and sales of automobiles were 1.
215 million and 1.
206 million respectively, a year-on-year increase of 200%
.
The industry generally believes that the tone set by the Politburo meeting will further promote the development of the new energy vehicle industry
.
While encouraging the development of new energy vehicles, the state has further emphasized the exploitation of the potential of the domestic market
.
Xu Haidong, deputy chief engineer of the China Association of Automobile Manufacturers, believes that the continuous development of new energy vehicles to the countryside will effectively expand the new energy vehicle market in rural areas and make an important contribution to the goal of pure electric vehicles becoming the mainstream of new sales vehicles
.
For a period of time, China's policy dividends to support the development of the new energy vehicle industry have been gradually released
.
At the end of July this year, the State Administration for Market Regulation promulgated the "Regulations on Responsibility for Repair, Replacement and Return of Household Auto Products"
.
The biggest change in the new version of the "Three Guarantees" policy is that the relevant provisions of the "Three Guarantees Responsibility" related provisions have been added to the "guaranteed repair, replacement, and return" of new energy vehicle failures such as power batteries and drive motors
.
In the context of the current rapid growth in the number of new energy vehicles, the introduction of the new version of the "Three Guarantees" policy is a necessary measure to protect the legitimate rights and interests of new energy vehicle consumers
.
In mid-July, the National Development and Reform Commission and the National Energy Administration jointly issued the "Guiding Opinions on Accelerating the Development of New Energy Storage"
.
The document shows that by 2025, China will realize the transformation of new energy storage from the initial stage of commercialization to large-scale development, and by 2030, it will realize the comprehensive market development of new energy storage
.
It involves a number of contents closely related to the new energy vehicle industry
.
domestic auto industry
domestic auto industryThe "two-carbon" roadmap is becoming clear
The "two-carbon" roadmap is becoming clear The Political Bureau of the Central Committee of the Communist Party of China held a meeting on July 30.
It also clearly proposed to do a good job of carbon peaking and carbon neutrality in an overall and orderly manner, and to issue an action plan for carbon peaking before 2030 as soon as possible.
", establish first and then break, and resolutely curb the blind development of "two high" projects
.
It is worth noting that on July 29, the China Automotive Technology and Research Center released the "Technical Specifications for Carbon Emission Accounting in the Life Cycle of Passenger Vehicles" (hereinafter referred to as the "Specifications"), which are regarded as the realization of "dual carbon" in the automotive industry.
Action reference for the target
.
"The "Specification" covers all stages of the entire life cycle of automobile materials, parts and vehicle production and use
.
It is operable and can be implemented, and will provide systematic accounting support for China's automobile industry to comprehensively promote greenhouse gas emission control
.
" According to Lin Shi, a columnist of Sina Finance and Economics, the "Specification" is equivalent to a guide.
How to do it specifically, especially how to complete the decarbonization of the industrial chain, is the key and more challenging
.
"
In fact, the trend of industrial transformation triggered by "carbon neutrality" is heating up in the automotive industry, and "decarbonization" and "reduction" have become the focus of the automotive policies of various countries
.
On July 14, the European Commission issued a new regulation "Fit for 55", which further tightened the carbon emission target.
Under the guidance of the new policy, it is expected that the sales of new energy vehicles in the European market will reach 11.
13 million in 2030, corresponding to a penetration rate of 65.
1%; the US government Recently, it has also raised the hope that by 2030, at least 40% of new car sales in the United States will be electric vehicles
.
In this regard, Lin said that the high-level meeting's statement on carbon peaking and carbon neutrality means that the roadmap to guide the automobile industry to achieve carbon peaking and carbon neutrality is expected to be accelerated, which will further contribute to the development of the new energy automobile industry.
Development points the way
.
According to the "Securities Daily" reporter, as of now, more than 14 vehicle and parts companies, including Daimler, Volkswagen, BMW, Volvo, Nissan, Bosch, Continental, etc.
, have successively released their own carbon reduction targets.
Or "carbon neutral" schedule
.
In contrast, in the Chinese market, which occupies an important position in the global new energy vehicle market, only Great Wall Motors has publicly announced a carbon reduction timetable - it will achieve "carbon neutrality" by 2045
.