In recent years, my country's electric vehicle industry has developed vigorously, and the scale of production and sales has continued to grow rapidly. my country's new energy vehicles have won the first-mover advantage by virtue of policies and industrial two-wheel drive. In 2021, my country's new energy vehicle production and sales will exceed 3.5 million units, ranking first in the world for seven consecutive years. In the face of the "second half" with intelligent networking, automotive operating systems and key chip technologies as the core competitive elements, my country can be said to have both advantages and pressures, and the leaders of the automotive industry are also concerned about this.
A few days ago, the first forum of the 2022 China International Fair for Trade in Services - 2022 Auto Capital Forum "Dual-Carbon Future, Smart Vehicle Acceleration" was held at the Beijing National Convention Center. The forum was co-organized by Securities Daily and the China-Europe Economic and Technical Cooperation Association, CITIC Securities and China-Europe Intelligent Connected Vehicles Branch. The participants focused on the commercialization and investment opportunities of intelligent vehicles in China, and analyzed intelligent vehicles from different perspectives. The development status, future prospects, landing scenarios and business models of the company will provide suggestions for the development of smart cars in China.
Zhao Zizhong, vice president of the Economic Daily, said in his speech that because of the early deployment, Chinese auto companies quickly achieved breakthroughs in key technologies for electric vehicles such as power batteries, and successfully achieved "change lanes and overtake" in the fields of high-level intelligent driving and intelligent cockpits. However, whether it can continue to lead the world in the future has become a development problem that must be faced. "To this end, we must not only give full play to the institutional advantage of 'concentrating our efforts to do big things', but also strive to eliminate barriers and barriers between car companies and upstream and downstream suppliers, break through obstacles and blocking points between production factors, and jointly build intelligent The automobile market integrates a smooth and healthy ecosystem.”
At this stage, on the one hand, the electrification of my country's auto industry is accelerating, and the market has achieved explosive growth; A piece of "blue ocean" to be excavated. In this regard, Chen Jingyue, executive vice president and secretary general of the China-Europe Economic and Technical Cooperation Association, believes that the comprehensive transformation of European automobile electrification constitutes a strong support for the formation of the EU's green energy and low-carbon economy roadmap, and also for the development of China's new energy vehicle industry. provides unprecedented opportunities. The mature industrial manufacturing capacity, low-cost, high-efficiency production system and complete industrial chain advantages of China's automobiles provide a strong guarantee for Chinese auto companies to "go global". We should seize the opportunity, speed up the pace, and form a long-term and stable export situation.
Yao Zhenzhi, deputy director of the Equipment Industry Development Center of the Ministry of Industry and Information Technology, said that despite facing many unstable and uncertain factors, China-EU two-way investment still shows strong resilience and vitality. Especially in the field of automobiles, the cooperation between the two parties is extensive and in-depth and has a very good foundation. The space for follow-up cooperation will inevitably become larger and larger, and the degree of cooperation will inevitably become more and more closely.
"CITIC Securities has always been firmly optimistic about the development prospects of my country's new energy and intelligent automobile industry. With the deepening of the energy revolution and technological revolution, the order of the century-old automobile industry is being restructured at an accelerated rate." said Zhu Yexin, member of the CITIC Securities Global Investment Banking Management Committee. In the future, CITIC Securities will also actively participate in the wave of "new four modernizations" in the automobile industry, improve the efficiency of resource allocation through comprehensive capital market services, and help the high-quality development of the industry with financial vitality.
According to Zhang Xiaoyu, vice president of Changan Automobile, the new car, that is, the smart electric car, will provide users with products and services of the whole life cycle. The core element is data, which is also the most important means of production. The data flow capability includes data generation, processing and processing. And iterative updates will become the most important productive forces, which will inevitably bring about a series of major fundamental changes in product mechanisms, models, and industrial division of labor. "In the future, the company will build a closed-loop data link that integrates acquisition, standardization, training, imitation, calculation, and end-cloud based on data growth, combined with powerful cloud computing capabilities, to make cars more and more 'smarter' and make users more comfortable. "
It is worth mentioning that, as an important achievement of this forum, the 2022 in-depth research report on China's smart electric vehicle industry "Smart Handshake Electric, Innovation Drives Progress" was officially released. The "Report" focuses on the accelerated development of China's smart electric vehicles, the steady increase in the penetration rate of the smart driving industry, the rapid growth of "high computing power chips + lidar", the smart cockpit becoming the core battlefield of independent brand innovation, and the deepening development of the three-electric technology industry. The writing framework, starting from the market, policy and technology, sorts out the development status of my country's smart vehicles, combines the development trend of intelligent configuration, user demand preferences and other information, predicts the future development trend of the industry, and puts forward relevant development suggestions, insight and judgment in 2022 China Trends and opportunities in the smart car industry.
It is generally believed in the industry that smart new energy vehicles will become the largest parent ecosystem for the next ICT technology community application after PCs and smartphones, and become a concentrated birthplace for companies with a market value of trillions of yuan. To this end, this forum has arranged three round-table discussions on "How China can share smart electric vehicles with the world", "Accelerating the mass production of smart driving, what role do smart driving companies and car companies play", and "Who will dominate the smart cockpit form?" The development of the smart car industry, industrial investment and financing, business models and other aspects will be discussed to promote cross-industry exchanges and value discovery.
At the same time, in order to help the development of intelligent driving technology in the automotive industry, the forum also voted for the top ten intelligent driving, five intelligent cockpit landing cases in 2022, and six annual intelligent technology leaders through well-known experts and famous investors.