If you want to know more exciting content, come and follow My SteelTopic 1: Measures to promote consumption in automobiles have been released one after another
On June 8, the General Office of the Ministry of Commerce issued a notice on organizing and carrying out automobile consumption promotion activities, which will be held from June to December 2023, combined with the work arrangement of the "2023 Consumption Promotion Year", and coordinate the "Hundred Cities Linkage" Auto Festival and the "Thousands of Counties and Towns" new energy vehicle consumption season activities.
On July 20, the National Development and Reform Commission and other departments issued a notice on "Several Measures to Promote Automobile Consumption". Among them, it is proposed to optimize the management policy of automobile purchase restrictions, support the renewal and consumption of old cars, and accelerate the cultivation of the second-hand car market.
On July 31, the National Development and Reform Commission issued a notice on measures to restore and expand consumption. Among them, it is proposed to optimize the management of car purchase and use. All regions shall not add new measures to restrict the purchase of automobiles, and areas that have already implemented restrictions on the purchase of automobiles shall optimize the measures for restricting the purchase of automobiles in accordance with local conditions.
Topic 2: Vigorously develop the scale of the new energy vehicle industry
On March 10, the General Office of the Chengdu Municipal People's Government issued the "Implementation Opinions on Promoting the Development of the New Energy Vehicle Industry in Chengdu".By 2025, the scale of Chengdu's new energy vehicle industry will exceed 150 billion yuan, and the output will reach 250,000 unitsThe industrial integer ratio has been increased to 1 1, and the vehicle capacity utilization rate and the local matching rate of the enterprise have been increased to more than %.Strive to have 800,000 new energy vehicles, and the proportion of electrified vehicles in the public sector will reach 80%.3,000 charging and swapping stations and 160,000 charging piles have been built.
On May 23, the "Three-Year Action Plan for the High-Quality Development of Shenyang's Automobile Industry (2023-2025) (Draft for Comments)" was released. Among them, it is proposed that by 2025, the city's total output value will reach 400 billion yuan, of whichThe output value of new energy vehicles accounted for 25%, exceeding 100 billion yuan
In July, the General Office of the People's Government of Henan Province issued the "Three-Year Action Plan for Promoting the Stability and Improvement of Ecological Environment Quality in Henan Province (2023-2025)", which proposed to vigorously promote new energy vehicles. Accelerate the development of the new energy vehicle industry, by 2025, the province's annual output of new energy vehicles will exceed 1.5 million, and strive to build a 300 billion new energy vehicle industry cluster.
On October 27, the General Office of the Hubei Provincial People's Government issued the "Implementation Plan for the Transformation and Development of the Automobile Industry in Hubei Province (2023-2025)", which proposes to build an important national new energy vehicle production base by 2025The output of new energy vehicles accounts for more than 40% of the province's total automobile output, and the output value reaches 350 billion yuan
Topic 3: Accelerate the construction of new energy vehicle charging infrastructure
On January 17, the Ministry of Industry and Information Technology and other six departments issued the "Guiding Opinions on Promoting the Development of the Energy Electronics Industry". Among them, it is proposed to use distributed energy storage, "photovoltaic + energy storage" and other modes to promote the diversification of energy and improve the application level of new infrastructure fields such as new energy vehicle charging piles.
On May 24, the Guangdong Provincial Energy Bureau issued the "Implementation Plan for Promoting High-quality Energy Development in Guangdong Province".By 2025, the province plans to build more than 4,500 centralized charging stations and more than 250,000 public charging piles
On October 9, the "Anhui Province High-quality Charging and Swapping Service System Construction Plan (2023-2027)" was issued. The plan proposes that by 2027, no less than 500 battery swap stations will be built in the provinceThere will be no less than 500,000 charging piles to meet the charging needs of 1 million new energy vehicles。The access rate of public charging piles on the provincial charging and swapping infrastructure comprehensive supervision service platform has reached 100%.
Topic 4: Extend and optimize the vehicle purchase tax reduction and exemption policy for new energy vehicles
On June 21, the Ministry of Finance, the State Administration of Taxation and the Ministry of Industry and Information Technology jointly issued the "Announcement on Extending and Optimizing the Vehicle Purchase Tax Reduction and Exemption Policy for New Energy Vehicles", proposing that new energy vehicles with a purchase date between January 1, 2024 and December 31, 2025 will be exempted from vehicle purchase tax, of which the tax exemption for each new energy passenger vehicle shall not exceed 30,000 yuan;The vehicle purchase tax will be halved for new energy vehicles purchased between January 1, 2026 and December 31, 2027, of which the tax reduction for each new energy passenger vehicle shall not exceed 150,000 yuan.
Topic 5: Accelerate the full electrification of vehicles in the public sector
On January 29, Shanghai issued the "Shanghai Pollution Reduction and Carbon Reduction Synergy Implementation Plan". It is mentioned that it actively supports the development of new energy vehicles. Continue to encourage the promotion of electrification in the field of passenger cars in societyIn 2025, more than 50% of the new vehicles purchased by individuals will be pure electric vehicles
On February 3, the Ministry of Industry and Information Technology, the Ministry of Transport and other eight departments issued a notice on organizing and carrying out the pilot work of the comprehensive electrification of vehicles in the public domain. It puts forward key tasks such as improving the level of vehicle electrification, promoting the innovation and application of new technologies, improving the charging and swapping infrastructure, and improving policies and management systems.
On November 13, the Ministry of Industry and Information Technology and the Ministry of Transport officially issued the "Notice on Launching the First Batch of Pilot Zones for the Comprehensive Electrification of Vehicles in the Public Domain". After research, 15 cities including Beijing were identified as pilot cities, and a number of replicable and promotable experiences and models were encouraged to be explored, so as to play a demonstration and leading role in the comprehensive market-oriented expansion of new energy vehicles and the construction of a green and low-carbon transportation system.
Topic 6: Adjustment of import tariffs in the automobile industry
On December 21, the ** Customs Tariff Commission issued an announcement that the import and export tariffs on some goods will be adjusted in 2024. MySteel has compiled tariffs on automobile-related products in the "Provisional Tax Rate Table for Imported Goods".
Topic 7: Cultivate and expand the new energy vehicle industry chain
On February 17, Shenzhen issued the "Opinions on Shenzhen's Financial Support for the High-quality Development of the New Energy Vehicle Industry Chain", which put forward 12 specific measures from two aspects: focusing on the key links of the industrial chain, accurately increasing financial support, and optimizing financial services around the needs of industrial development.
On March 20, the General Office of the People's Government of Guangdong Province issued the "Guiding Opinions on Promoting the High-quality Development of the New Energy Storage Industry in Guangdong Province", mentioning the optimization of the regional layout of the lithium battery industryBy 2025, the operating income of the province's new energy storage industry will reach 600 billion yuan, with an average annual growth rate of more than 50%, and the installed capacity will reach 3 million kilowatts. By 2027, the operating income of the province's new energy storage industry will reach 1 trillion yuan, and the installed capacity will reach 4 million kilowatts. On March 28, the Ministry of Industry and Information Technology solicited public opinions on the "Guidelines for the Construction of National Automotive Chip Standard System (2023 Edition)" (draft for comments).By 2025, more than 30 key standards for automotive chips will be formulated
On June 7, the Fujian Provincial Department of Industry and Information Technology and other ten departments issued a notice on the implementation opinions (2023-2025) on comprehensively promoting the construction of "electric Fujian". It is proposed to cultivate and expand the new energy vehicle industry chain, increase the promotion and application of new energy vehicles, promote the development of the whole industrial chain of electric ships, support enterprise R&D and innovation, expand and improve the industrial ecology, promote the construction of charging (changing) and hydrogen refueling facilities, create a favorable development environment, strengthen the construction and management of the "electric Fujian" platform, and strengthen safeguard measures. It will be implemented from January 1, 2023 and will be valid until December 31, 2025.
Topic 8: The speed of industry reshuffle is accelerating, and enterprises are entering the game across borders
On October 10, according to the National Enterprise Bankruptcy and Reorganization Case Information Network, WM Motor Technology Group was filed for bankruptcy reorganization, and the applicant was WM Motor itself.
On October 24, GAC Group announced that it intends to implement equity adjustment and other restructuring matters for GAC Mitsubishi and GAC Mitsubishi Motors Sales Company. After the completion of the reorganization, GAC Mitsubishi will become a wholly-owned subsidiary of GAC Group, and GAC Aion will use the GAC Mitsubishi plant to increase production and capacity.
On November 30, at the 2023 Meizu Autumn Unbounded Ecosystem Conference, Meizu announced that it would officially enter the automotive market and released a teaser image of Meizu Dreamcar MX, the first model of Meizu Automobile.
At 2 p.m. on December 28, there will be a Xiaomi automotive technology conference. On March 5, Lei Jun, a representative of the National People's Congress, introduced at the plenary meeting of the Beijing delegation that Xiaomi's car manufacturing progress exceeded expectations, and the winter test has been successfully completed, and mass production is expected in the first half of 2024.
Topic 9: New Trends in the Strategy of Automobile Enterprises
On July 14, China FAW signed a memorandum of understanding with Volkswagen Group and Audi AG to deepen strategic cooperation. China's FAW and Volkswagen Group will work together to further strengthen the VW brand product lineup and promote the development of electrified models. On July 27, Xpeng Motors and Volkswagen Group jointly announced that they have signed a framework agreement on strategic technical cooperation, and at the same time, Volkswagen Group has signed a share purchase agreement for a strategic minority investment in Xpeng Motors.
July 27thXpeng Motors and Volkswagen Group jointly announced that they have signed a framework agreement for strategic technical cooperationAt the same time, Volkswagen Group signed a share purchase agreement for a strategic minority investment in Xpeng Motors.
In September, FAW signed a memorandum of understanding (MOU) with Mobileye. The two parties will establish a new partnership, and continue to give full play to their respective industry advantages in software, hardware, technology and products, and combine technology and products to give users an efficient and beautiful travel experience.
On October 24, FAW Jiefang Automobile and Huawei signed a memorandum of understanding on AI, intelligent driving, and intelligent cockpit cooperation.
On November 21, Changan Automobile and NIO signed a cooperation agreement on battery swap business in Chongqing, under which the two parties will cooperate in promoting the establishment of battery swap standards, the construction and sharing of battery swap networks, the research and development of battery swap models, and the establishment of an efficient battery asset management mechanism.
On November 26th,Changan Automobile and Huawei signed a Memorandum of Understanding on Investment Cooperation。After negotiation between the two parties, Huawei plans to establish a company engaged in the R&D, design, production, sales, and service of automotive intelligent systems and component solutions, and the company intends to invest in the target company and carry out strategic cooperation, and jointly support the target company to become an industry leader in automotive intelligent systems and component solutions based in China, facing the global industry, and serving the industry.
Topic 10: Accelerate the development of the intelligent networked vehicle industry
On January 10, the "Three-year Action Plan for the Breakthrough Development of New Energy and Intelligent Connected Vehicle Industry in Hubei Province (2022-2024)" and the "List of Key Tasks for the Breakthrough Development of New Energy and Intelligent Connected Vehicle Industry in Hubei Province" were officially issued.
On July 27, the Ministry of Industry and Information Technology and the Standardization Administration of the People's Republic of China issued a notice on the "Guidelines for the Construction of the National Internet of Vehicles Industry Standard System (Intelligent Connected Vehicles) (2023 Edition)". It is proposed that by 2025, the system will form a standard system for intelligent connected vehicles that can support the general functions of combined driver assistance and autonomous driving.
On November 17, the Ministry of Industry and Information Technology and other four departments issued a notice on carrying out the pilot work of intelligent networked vehicle access and road traffic. Among them, the goal is to guide ICV manufacturers and users to strengthen capacity building through pilot work, promote the improvement of the function and performance of ICV products and the iterative optimization of the industrial ecology under the premise of ensuring safety, and promote the high-quality development of the ICV industry.
On November 27, eight departments in Shenzhen jointly issued the "Several Measures for Shenzhen to Promote the High-quality Development of New Energy Vehicles and Intelligent Connected Vehicle Industry".
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