The executive meeting of the State Council held on October 9 adopted the development plan of new energy vehicle industry. This document is a programmatic policy for the development of new energy vehicles in China from 2021 to 2035. The draft for comments was released in December last year. As of press release, the final version of the document has not been released to the public, but the conference released four key points in advance on the development of the industry. < p > < p > it proposes to increase policy support for the use of new energy vehicles in the field of public services: from 2021, the proportion of new energy vehicles will not be less than 80% in the national ecological civilization experimental area and the key areas of air pollution prevention and control. < / P > < p > in the process of developing new energy vehicles, the public service field has always been the entry point for large-scale promotion. The programmatic document of the previous stage – “energy saving and new energy vehicle industry development plan (2012-2020)” proposed to “expand the scope of demonstration and promotion of new energy vehicles in the public service field in large and medium-sized cities”, but did not put forward specific requirements. According to the information of the meeting, “new energy vehicle industry development plan” may propose 80% promotion proportion requirements for corresponding fields. However, it is worth noting that this requirement is lower than the 100% mentioned in the draft after nearly a year. The draft of development plan for new energy vehicle industry issued in December 2019 proposes that new energy vehicles will be used in all newly added or updated vehicles in the national ecological civilization experimental area and key areas of air pollution prevention and control from 2021. < / P > < p > “it is not realistic to promote the application ratio of public new energy vehicles to 100%. In areas with extremely cold or extremely hot climate or areas where charging facilities are still lacking, a transitional period is needed to make new energy vehicle products more perfect and charging facilities more widely distributed, and then increase this proportion to 100% when it can meet various use scenarios.” Mei Songlin, a senior analyst in the auto industry, told the economic observer that the adjusted proportion is closer to the market and closer to reality. Another industry analyst told reporters that the reduction of the proportion may also take into account the difficulty of local governments in achieving their goals and the greater financial pressure of subsidies. < / P > < p > even if the signal of lowering the target proportion has been released, the industry still expects that the final policy details will provide greater operability for achieving the goal. “80% is just an assumption, and no specific plan has been seen yet. Which market segment should reach 80% in the end. The situation of different market segments is different.” The above-mentioned industry analysts told the Economic Observer network that it is suggested to formulate different goals and regulations for different fields such as buses, taxis and special purpose vehicles. However, from the draft, the relevant regulations have not been detailed to the major market segments. < / P > < p > before the central government set a target for the promotion of new energy vehicles in the field of public services, regional policies have been issued. For example, the 2017 air pollution prevention and control program for Beijing, Tianjin and Hebei and its surrounding areas issued in 2017 requires that all new taxis in Beijing should be replaced by electric vehicles, and other cities actively promote the replacement of taxis with electric vehicles or new energy vehicles. In 2018, Xi’an issued a document requiring all taxis and buses to be replaced with new energy vehicles by the end of 2019. At the end of 2019, Wuhan issued a document requiring the city to add and update buses, taxis, commuters and other social vehicles. In principle, 100% of new energy vehicles will be used. However, the promotion degree of new energy vehicles is related to the synchronous construction of energy supplement facilities such as charging and replacing electricity. In recent ten years, although the vehicle pile ratio has been optimized to 3.4:1, there is still a big gap between the goal of 1:1 and the sinking market layout is still relatively scarce. At the beginning of this year, the charging and swapping industry ushered in favorable policies such as new infrastructure construction and subsidies. Many insiders believe that this will boost the scale of the down market charging and swapping industry and the new energy vehicle market. As an important part of the development of new energy vehicles, the executive meeting of the State Council also proposed to strengthen the construction of infrastructure such as charging and replacing electricity and hydrogenation, and encouraged the application of power exchange mode. < / P > < p > compared with the draft for comments, there were several major adjustments in the contents related to the construction of charging and swapping network, including “speeding up the formation of Expressway and urban and rural public charging network dominated by fast charging” and “providing financial support for the construction of charging pile as public facilities”, which have never appeared in the draft. Mei Songlin believes that the emphasis on fast charging is also closer to the market adjustment, “the vast majority of users will choose the fast charging of public charging piles. If there are too many slow charging piles, it will lead to a great waste of resources. ” The emphasis on speeding up the construction of urban and rural public charging network is also considered to fill the short board of the current industrial layout. < / P > < p > in addition to strengthening policy support for the use of new energy vehicles in public service areas, and strengthening infrastructure construction such as charging and swapping, the other two of the four major points proposed at the meeting were “to increase key technology research, encourage the development and innovation of vehicle operating systems and power batteries”, and “support new energy vehicles and energy, transportation, information and communication industries It is necessary to promote the integration of new energy technologies and the Internet, and to promote the integration of new energy technologies and the sharing of new technologies. < / P > < p > according to the goal of “energy saving and new energy vehicle industry development plan (2012-2020)”, the production capacity of pure electric vehicles and plug-in hybrid electric vehicles in China will reach 2 million in 2020, and the cumulative production and sales volume will exceed 5 million. The current market situation is still far from this goal. The draft of new energy vehicle industry development plan, which will be released soon, does not put forward specific production and sales targets, but points out that new energy vehicle sales will account for about 25% by 2025. According to the data of CAAC, the sales volume of new energy vehicles in China from January to August this year was 596000, accounting for only 3.75% of the sales volume of the whole automobile market. Global Tech

By ibmwl