The automobile industry has played an important role in the development of the national economy.
Text: "Autobots" Zhang Min.
On the morning of March 5, Premier Li Qiang called the automobile industry a "strategic emerging industry" in the "Work Report", reflecting its importance.
The automobile industry is an important pillar industry of the national economy, and the development of new energy vehicles is a national strategic route. Since the last session, automobiles, especially new energy vehicles, have been expanding in the work report over the years. This year, the position in the "Report" has been greatly improved, and it cannot even be judged by the number of words.
The report mentioned that the overall economic background has rebounded for the better, with GDP growth of 52%, the balance of payments is basically balanced; In 2024, the economic growth rate is expected to be around 5%. If more than 5% means expansionary fiscal policy and below 5% means austerity, then "around 5%" not only means balanced policy, but also implies that there will be no large-scale stimulus rollout.
However, given that the CPI in 2023 is only 03%, increasing to 1 in 20243%, either judging exogenous inflationary inputs (which is less likely), or there will be a slight ** in basic goods (food, basic energy).
Premier Li Qiang made it clear that instead of "flood irrigation" and short-term strong stimulus, efforts should be made to promote high-quality development. In other words, if a strategic level industry has strong development momentum, it is willing to provide assistance, but it is unrealistic to tie all the hopes of development to **.
In such a context, the development momentum of the industry itself is particularly important.
Enhancement of strategic position
Looking at the importance of the industry in the national economy, we must not only look at the output value, but also look at the traction capacity. The automobile is known for its long chain, and its ability to drive and drive the upstream industry is second to none. Because of these qualities, the automotive industry has always held a special position in the industrial sector.
However, this time in the "report", the automobile industry has reached a new level and become a "strategic emerging industry". The automobile industry has always been a strategic industry, and some of the most dynamic parts of investment and consumption (that is, new energy) can be called "emerging", and it may be the first time that the two characteristics are combined to become the definition of the entire industry.
The last session of the new energy vehicle in the "innovation-driven development strategy" is a goal, this time it is obviously from the perspective of harvesting results.
For the best work, the same "strategic emerging industry", civil aviation aircraft, cruises, are to solve the problem, compared with foreign countries are still in a state of catching up. The sales volume of the new energy vehicle industry accounts for more than 60% of the world's total, and China has formed an overall advantage over the rest of the world by itself, and is trying to drive the coordinated development of neighboring and "Belt and Road" countries.
Therefore, among all the named industries, new energy vehicles are also second to none, which is the common honor of enterprises, practitioners, businessmen and markets in the entire automotive industry.
Although it started slightly later than foreign countries, new energy has developed rapidly, with the support of national policies and resource allocation, and the scale is unparalleled in the world, and the overall technical content has also achieved a leading position. Many times, advanced and scale are aligned. The development of new energy, from the beginning of the need for care and support, has now become the mainstream of the development of the industry, has become the trump card of China's automobile industry, but only 10 years. This proves that the direction of industrial development is right, and the timing and intensity of support are very forward-looking.
The development of the new energy industry in various countries is like a kayak race, we have to work our own, but also look at the situation of others. Now that they are one position ahead, other rival countries and companies that have no hope of catching up have slowed down. After the championship is in hand, there is a lack of reference system, but the track is still very long, and how to move at this time is a great test of strategic determination.
Strengthen industrial support
Premier Li Qiang mentioned "expanding domestic demand" in the "report", and the reason why he did not use words such as "boosting domestic demand" is that in the view of "Automan", it is to prevent and resolve risks on the track of making the cake bigger; On the other hand, we should consolidate the foundation and cultivate the yuan, implement precise policies, and play a strong and effective policy combination.
Premier Li Qiang mentioned that the new tax incentives in 2023 will exceed 22 trillion yuan, and reduce the benchmark interest rate, and guide banks and private funds to invest in scientific and technological innovation, advanced manufacturing and other industries.
This is the second time that China has mentioned that it has strengthened macroeconomic regulation and control, and introduced consumption policies for automobiles, home furnishings, electronics, and tourism. The car once again stood in the first place, not only because of the industrial chain, but also because it is the only industry with the characteristics of bulk consumption among the several major industries that have a clear support attitude in this year's first class.
The influence of the automobile industry on the national economy, at least in the part of consumer confidence, surpasses the relevant financial and consumption systems that its industrial chain can drive.
In this way, for the new energy vehicle industry, the focus of the work is to grasp two ends: industrial support and consumption guidance.
Stimulus policies such as tax reductions and exemptions to promote consumption have been used many times, and the role they play is being blunted. On the one hand, it is an ambitious proposition to improve household incomes, and its solutions go beyond the scope of the automotive industry; On the other hand, it is necessary to improve the experience and sense of value of automobile consumption.
The report mentions: "Implement industrial innovation projects, improve industrial ecology, expand application scenarios, and promote the integration of strategic emerging industries." Consolidate and expand the leading advantages of intelligent networked new energy vehicles and other industries, and accelerate the development of cutting-edge emerging hydrogen energy, new materials, innovative drugs and other industries. "When it comes to the automotive industry, it's actually about strengthening product strength, and then strengthening product value.
In the context of promoting industrial innovation with scientific and technological innovation, especially in the context of disruptive technology and cutting-edge technology to give birth to new industries, new models and new kinetic energy, and develop new quality productivity, Zhu Huarong, deputy to the National People's Congress and chairman of Changan Automobile, suggested that the consumption link of the automobile industry should be further opened, the policies of the automobile industry should be optimized, market innovation should be encouraged, consumer experience should be strengthened, and new quality productivity should be enhanced.
For example, the implementation of electronic retail invoices for automobile consumption, online licensing process, to achieve convenient processing, improve efficiency, reduce costs; Coordinate and improve the relevant policies of the automobile industry to optimize the fair competition environment in the automobile market; Promote the "total to total" cooperation between car companies and insurance companies, reduce intermediate links, and reduce the cost of consumer insurance purchase.
The report also mentions the construction of rural charging piles. At present, the construction of new energy public charging piles is concentrated in large and medium-sized cities, urban areas, highways and along national highways. Because of the problem of economic benefits, rural energy replenishment facilities are blank, which dampens the enthusiasm of rural or small town residents to buy and use new energy vehicles.
It is not feasible to enforce it, which is different from the first projects such as "village to village". Charging piles still need to pay attention to economic benefits, and take the lead in promoting them in small and medium-sized towns where residents' needs are concentrated, and gradually expand their territory. The state provides a little consumption subsidy, which can effectively stimulate the start of demand.
This needs to be implemented in conjunction with a wide range of infrastructure such as water, electricity, and gas in rural areas, with the goal of "continuously improving the living environment in rural areas and building livable, workable and beautiful villages".
For the new energy vehicle market, this has far-reaching strategic significance, that is, it greatly expands the depth of the domestic new energy consumption market and further stimulates the release of consumption potential. In many cases, we can't make decisions in overseas markets, so we tap the potential of the domestic market and further expand the market, which is in line with the new energy development strategy.
The strategic significance of exports
In the field of exports, electric vehicles, lithium batteries and photovoltaic products, as the "new three" of exports, increased by nearly 30%. All three are directly or indirectly related to the new energy vehicle industry.
As a strategic industry, its impact will inevitably cover exports. The status of exports is not only to look at the export volume and turnover, but also to drive the upgrading of domestic industries, reduce marginal costs, cultivate a talent team of research, production, marketing and service, and comprehensively enhance the comprehensive national strength from the two elements of advanced scientific and technological manufacturing capacity and scale.
Exports have reached a certain level, combined with the domestic market, so that automobile practitioners, especially ordinary workers, research, production, marketing and service grassroots personnel to make money, behind them are tens of millions of families, driving the improvement of family consumption power.
At the peak of Japan's auto industry, 7 million 5 million yen (2003, about 350,000 yuan) jobs were provided in its own territory; In 2022, it will provide 5 million similar jobs (about 2450,000 RMB).
Can the momentum of China's auto industry provide 7 million jobs of 250,000 yuan in five years? If it can be done, it will drive the income of employees in the surrounding chain, and the high salary of the automobile industry will also attract more outstanding talents and skilled workers. This will help to solve two problems: the problem of the consumption power of the residential sector and the problem of talent competitiveness in the automobile industry.
Cognition is just as important. Solving the problem of matching national strength and overseas perception is not to win "respect", but to confuse the needs of natural persons with the needs of the state. If the actual status of an advanced manufacturing country or comprehensive national strength is widely recognized, many cross-border cooperation and trade investment, the actual operating costs may be reduced.
The assessment reform of central enterprises will be stronger and better
In the first "ministerial channel" of the second session of the 14th National People's Congress, Zhang Yuzhuo, director of the State-owned Assets Supervision and Administration Commission, specifically mentioned to reporters that from the perspective of state-owned assets supervision, it is necessary to encourage enterprises to innovate boldly and break down some institutional obstacles.
This is the case all over the world, and it is difficult for the same group to have the motivation to fully invest in the risky new energy business when the fuel vehicle business is still profitable.
For the problem that the new energy development of state-owned enterprises was not fast enough at that time, the State-owned Assets Supervision and Administration Commission adjusted the policy to "conduct a separate assessment of the new energy vehicle business for the three first-class automobile companies", that is, to dilute the profit assessment, highlight the long-term effect, and strengthen and optimize the direction.
Zhang Yuzhuo also revealed that in the field of artificial intelligence, the problem of data infrastructure sharing obstacles in the system and mechanism has also been gradually solved. With so many computing centers and data centers built, it is necessary to synergize these and promote high-quality development with high-level collaboration.
At present, the value of new energy products depends to a large extent on the strength of intelligent products. It is believed that a package of institutional reforms and incentives for central enterprises will help state-owned enterprises enhance their vitality, invest more actively in the research and development of new technologies, and form "new quality productivity" with higher efficiency and higher degree of advancement.
This information makes us very excited, which means that the SASAC and other competent units have learned about the market situation and the actual situation of the enterprise through investigation and research. Although the specific policy provisions have not yet been introduced, we are very excited from the overall direction. We are more confident in the high-quality development of the enterprise. In an interview with Automan, VOYAH CEO Lu Fang said that VOYAH will pay more attention to long-term development, increase investment in technology, increase market share, and provide users with better services.
In this year's "report", the automobile industry generally perceives that the development of the new energy industry is highly recognized, enthusiastically supported and has high hopes. This puts pressure and motivation on the industry.
We can not be arrogant, accurately perceive the strength of the foreign automobile industry, and can not be arrogant, think that the probability of victory, as long as we move forward along the inertia, we can harvest the brand, scale, profit, reputation of the real multinational enterprises.
Those who travel a hundred miles are half ninety. In the current new energy industry, China's automobile companies have just made a good start, which is equivalent to just starting from the "Everest base camp", and the road to the top is still very long. Moreover, European and American countries also attach great importance to the automobile industry, and have been named the definition of strategic competition, and are trying to solve it with some off-the-market moves. The road to the growth of China's automobile is destined to be difficult and great. 【Copyright Notice】This article is the original manuscript of "Autobots", and it is not allowed to be unauthorized **.