China Auto News has compiled the quotes given by EV Field leaders during the forum of China Electric Vehicle Hundred People’s Association, which inaugurated on March 25, 2022
1. Xie Zhenhua, China’s Special Envoy For Climate Change
Global climate change is a real challenge. The development of electric vehicles will help my country to achieve the “dual carbon” goal in the field of transportation, and it is also an important area of international cooperation.
At present, many auto groups have made clear their vehicle electrification goals. In terms of using renewable energy, building a green supply chain system and production and sales system, disclosing carbon emission data, and participating in carbon trading, whoever wins the initiative can win the market and the future.
2. Li Yizhong, Former Minister of the Ministry of Industry and Information Technology, President of China Federation of Industrial Economics
Achieving the “dual carbon” goal is our responsibility. It is necessary to sort out carbon emissions and find out the carbon footprint.
The carbon reduction and emission reduction path of my country’s automobile industry:
First, in the near future, improving the economy of fuel vehicles is still the main aspect;
Second, in the medium and long term, electric vehicles will become the main aspect of “carbon reduction”;
Third, third, we must pay attention to carbon reduction and emission reduction in the whole life cycle of manufacturing, use, scrapping, and recycling, starting from the aspects of automobile lightweight, power battery, and waste vehicle recycling;
Fourth, intelligent network connectivity is a new driving force for carbon reduction and emission reduction.
3. Huang Xuenong, Director of Supervision, National Energy Administration
Under the premise of ensuring the safe supply of energy and power, how to promote the coordinated development of the new energy vehicle industry and the transformation of energy and power?
It is necessary to accelerate the research and development of advanced technologies such as flexible charging, wireless charging, and automatic charging, and promote the innovation and development of new energy vehicles, power systems, and green energy integration technologies;
Encourage car companies to develop new energy vehicles that interact with the vehicle network, and promote the integrated development of various links such as the “people and vehicle pile network”;
Support operating enterprises to increase the construction of two-way charging piles, and realize the promotion of industrial integration and development through technological innovation.
4. Jochen Goller, President and CEO of BMW Group Greater China
From 2019 to 2030, BMW’s macro goal is to achieve a 40% emission reduction over the life of the car.
Since BMW began to practice electrification in 2013, it will deliver about 2 million pure electric vehicles by 2025. With the market-driven, consumer-driven, this change will really happen, BMW is ready.
BMW is promoting sustainable development in China, continuously increasing investment in China, and expanding its business territory. The BMW iX3 is produced in China for Chinese consumers and exported to other countries, and has been welcomed on many other continents.
5. Li Zhen, Guoxuan Hi-Tech Party Secretary and Chairman
In the future, the proportion of lithium iron phosphate batteries and ternary lithium batteries will gradually evolve to 6:4.
In addition to the four main materials, electrolyte, diaphragm and other materials, the total supply exceeds the demand. With the continuous increase of investment and the continuous release of production capacity, the price will definitely return to the edge of value.
Regarding the high price of lithium carbonate, I believe that the lithium capital Yichun will end the global shortage of lithium resources.
For battery recycling, the total demand for raw materials to manufacture batteries and the total supply of materials provided by recycled batteries will reach a balance in 2040.
6. Zhao Bingdi, President of Panasonic Electric Group (China) Co., Ltd.
Panasonic is building a hydrogen fuel cell cold, heat and power comprehensive energy utilization project, as well as a zero-carbon building for the comprehensive utilization of fuel cells.
The project is located in Wuxi, China and is expected to be officially put into use in June this year.
This is the first time Panasonic has implemented this type of project in China. It is hoped that through the application and promotion of fuel cells in China, we can make efforts and contribute to the corporate responsibility of carbon emission reduction.
7. Wan Gang, Vice Chairman of the National Committee of the Chinese People’s Political Consultative Conference, Chairman of the China Association for Science and Technology
Since the second half of last year, the price of power battery materials has grown rapidly, which has deviated from supply and demand, resulting in abnormal growth.
To improve the supply level of battery materials in the new energy vehicle industry, it must focus on resource mining and smelting, battery technology research and development innovation, and recycling system construction.
Manage lithium, nickel and other raw material trading markets, smooth international logistics channels, and ensure the global supply of power battery materials.
Three new trends in the new energy vehicle market: maintaining rapid growth; continuous increase in penetration; high-quality development.
Accelerate the release of the road-map for the green and low-carbon development of the automobile industry, clarify the policy and standard system framework with low-carbon as the core, conduct in-depth research on the carbon footprint of the entire industry chain, break through low-carbon core bottleneck technologies, strengthen international rule coordination, and work together towards carbon neutrality.
In 2021, my country’s new energy passenger vehicles will basically achieve full coverage of connected functions, and leading enterprises will successively launch mass-produced new vehicles equipped with V2X technology. The market penetration rate of new energy passenger vehicles with L2 driver assistance systems is close to 38%.
8. Miao Wei, Deputy Director of the Economic Committee of the National Committee of the Chinese People’s Political Consultative Conference
Valuable experience in the development of my country’s new energy vehicle industry:
One is the advantage of the socialist system, concentrating efforts on major affairs;
The second is to seize the development opportunity of pure electric drive of “changing lanes and overtaking”;
The third is to maintain strategic focus and stick to a blueprint to the end;
The fourth is to build an enterprise-based innovation system;
Fifth, the government guides from top-level design, technological innovation, standard system, fiscal and taxation policies and other aspects.
I have always advocated that we can look for opportunities to change lanes to overtake, and new energy vehicles are typical lane changes to overtake.
Compared with internal combustion engine technology, the gap between my country’s battery and motor technology and the international gap is obviously narrowing, and related companies are still in the leading position in the world.
It is necessary to crack down on hoarding and making ill-gotten gains, but no one can stop the rising trend of international bulk raw material prices.
The price affordability of the new car-making forces is relatively strong. The development of traditional enterprises to new energy is from the low-end to the mid-to-high end, and the price affordability is a little bit worse.
The trend of price increases is inevitable, and the prices of upstream raw materials must be transmitted to the middle and lower reaches. Companies with higher prices will be more affordable, and companies that compete at lower prices will be under more pressure.
AEB technology is very mature, and the cost is not very high, so it should be made into a must-installed part.
9. Lin Nianxiu, Deputy Director of the National Development and Reform Commission
Three directions for the development of new energy vehicles:
First, adhere to the national game of chess and focus on optimizing the industrial layout;
The second is to adhere to technological innovation and focus on improving industrial competitiveness;
The third is to adhere to open cooperation and strive to improve the international level of industrial development.
10. Xiang Libin, Deputy Minister of Science and Technology
Basic work for the development of new energy vehicles:
One is to insist on innovative development and cultivate innovative power;
The second is to focus on breaking through the core technology of new energy vehicles;
The third is to focus on building an innovation platform for new energy vehicles;
Fourth, strengthen the integrated development of new energy vehicles and green energy.
11. Zhu Huarong, Chairman of Changan Automobile
In the next 3 to 5 years, it is estimated that 80% of Chinese brand cars will be shut down and replaced.
Suggestions for the development of the new energy vehicle industry:
Relevant industry organizations take the lead in cooperating with enterprises to form a joint force: accelerate the research and development of new batteries, strengthen key technologies such as positive and negative materials for power batteries, and solve problems such as users’ charging anxiety, safety concerns and the convenience of new energy vehicles.
It is recommended that the industry increase basic research, develop high-efficiency battery core technologies, and completely solve the problems of charging efficiency and safety hazards.
12. Wang Chuanfu, Chairman and President of BYD
At present, the new energy vehicle market is driven by 70%, and it is expected that the penetration rate of the new energy vehicle market will reach 35% by the end of this year. Suggestion:
1. Clarify fiscal and taxation policies in the post-subsidy era. Establish a point pool to deal with the imbalance between supply and demand of points, price fluctuations, etc., and stabilize the transaction price of points.
2. Adhere to pure electric and plug-in hybrid walking on two legs.
3. Identify the technical route of lithium iron phosphate.
4. Comprehensively sort out the mining and storage of raw material resources such as lithium carbonate, and stabilize the price of raw materials.
13. Li Xiang Founder and Chairman of Ideal Motors
Ideal ONE’s pure electric driving in major cities accounts for 70%, and the average pure electric usage time accounts for over 80%. Car-end carbon emissions decreased by 65%, and urban carbon emissions decreased by 76%.
In the future, the ideal L9 extended-range electric system will drive more than 200 kilometers on pure electric power, reducing urban carbon emissions by more than 90%.
The long-term coexistence of central power energy and distributed liquid energy will jointly achieve national energy security and dual carbon goals.
14. He Xiaopeng, Chairman and CEO of Xiaopeng Motors
In 2026, Xiaopeng Motors will transition to driverless cars.
In 2021, the average delivery price of Xiaopeng Motors is 250,000 yuan, and 200,000 to 400,000 yuan will be the mainstream competitive price range in the future.
Last year, Xiaopeng Motors’ smart driving mileage accumulated to 140 million kilometers.
XPILOT3.0 will open the second half of intelligent driving.
In 2023, the high-end full-scene intelligent driving assistance XPILOT 4.0 will be installed on Xiaopeng Motors and cover more than 100 cities.
Post time: Mar-30-2022