By 2025, China’s fuel cell vehicles will be commercialized, and new energy vehicles will account for 25% of new vehicle sales.
Editor’s note: This article is from WeChat public account “ NBD car ” (ID: NBD -AUTO), author Li Xing.
On December 3, the “New Energy Vehicle Industry Development Plan (2021-2035)” (draft for comments) (hereinafter referred to as “draft for comments”) issued by the Ministry of Industry and Information Technology proposed that by 2025, China ’s new energy vehicles Sales accounted for about 25%.
Image source: “Consultation Draft” document
“In the previous” Draft for Soliciting Opinions “of the Ministry of Industry and Information Technology, the target of 20% of new energy and new car sales by 2025 was raised, and this time it was raised by about 5 percentage points. “Daily Economic News” reporter said in an interview.
According to the data of the China Automobile Association, in October, the production and sales of new energy vehicles in China completed 95,000 and 75,000 respectively, a year-on-year decrease of 35.4% and 45.6%. This is the fourth consecutive monthly decline in China’s new energy vehicle market.
In this context, will it be difficult to achieve the target of new energy vehicle sales of about 25%? “Based on the current development trend of China’s new energy vehicles, it is not easy to achieve the target of 20% sales by 2025. Now we will increase the sales again and the target becomes more difficult.” National Passenger Car Market Information Cui Dongshu, secretary general of the joint committee, believes.
Proportion of new energy and new car sales increase
In order to promote the high-quality development of the new energy vehicle industry, the Ministry of Industry and Information Technology initiated the compilation of the “New Energy Vehicle Industry Development Plan (2021-2035)” on February 1 this year. On December 3, the “Draft for Soliciting Opinions” was officially released, and the public was soliciting opinions for seven days.
As early as October of this year, a version called “New Energy Vehicle Industry Development Plan (2021-2035)” (draft for comments) circulated online, which mentioned, “By 2025, the new energy vehicle market Significantly improved competitiveness,Sales accounted for 20% of the total car sales in that year. “
The “Draft for Soliciting Opinions” issued this time stated that “by 2025, the sales volume of new energy vehicles will reach about 25%.” If the sales target of about 25% is achieved, it is expected that the sales of new energy vehicles in 2025 will reach more than 6 million.
In this regard, Chen Shihua believes that this goal may also be achieved. “The Ministry of Industry and Information Technology has set the target at about 25%, mainly because it is optimistic about the future development potential of China’s new energy vehicles. On the one hand, the promotion of the” double points “policy will promote vehicle companies to accelerate research and development and investment in new energy products. Another In terms of public vehicles (buses, taxis) in some cities in the country in the future, they will gradually be electrified, and consumers will increasingly recognize new energy vehicles, which will greatly promote the later promotion of new energy vehicles. Works. “
The “Draft for Soliciting Opinions” clearly states that the overall development goal of China’s new energy vehicle industry is that pure electric vehicles will become mainstream, fuel cell vehicles will be commercialized, vehicles in the public sector will be fully electrified, and highly-autonomous intelligent connected car trends Yu popularity.
In addition, in terms of the full electrification of vehicles in the public domain, the “Draft for Soliciting Opinions” proposes that starting from 2021, all new or updated vehicles in the public domain of the National Ecological Civilization Experimental Zone and key areas for air pollution prevention and control will use new energy Automobiles, meanwhile, formulate specific measures for incorporating new energy vehicle R & D investment into the assessment system of state-owned enterprises.
The commercialization of fuel cell vehicles within 15 years
The “Draft for Soliciting Opinions” proposed that “the implementation of power battery technology breakthrough action.” Among them, research on key core technologies such as positive and negative electrode materials, electrolytes, separators, etc., strengthening high-strength, lightweight, high-safety, low-cost, long-life power battery and fuel cell system short-board technology research to accelerate solid-state power battery technology R & D and industrialization.
Compared with the previous online version of the “Draft for Comment”, the “Draft for Comment” changed the “all solid state” to “solid state” in “Accelerate the R & D and Industrialization of All Solid State Power Battery Technology”.
“If” all solid state “is used, this will limit the development of China’s future power battery technology route, which is not conducive to the original intention of the parallel development of multi-technology routes for new energy vehicles. Cui Dongshu said that the current development of new energy vehicles in China is still in exploration At this stage, it is still unknown where the future technological route will eventually take.
Chen Shihua also believes that it is correct to delete “all” in the “Draft for Soliciting Opinions”. “In the future, China’s new energy vehicle technology development route cannot be one, and it is not yet possible to determine which technology route is the future development direction.”
Image source: Every photo by reporter Ouyang Kai
In addition, the “Draft for Comments” also proposed “Implementation of New Energy Vehicle Basic Technology Enhancement Project”, which requires “breakthroughs in key technologies such as car regulations, chips, on-board operating systems, new electronic and electrical architectures, and efficient high-density drive motor systems. Products to overcome hydrogen fuel cell vehicle application support technologies such as hydrogen energy storage and transportation, hydrogen refueling stations, and on-board hydrogen storage. “
The technical route of hydrogen fuel cells has always been a major direction for the development of new energy vehicles in China. Aiming at the construction of hydrogen fuel infrastructure, the “draft for comments” mentioned that it is necessary to improve the management specifications of hydrogenation infrastructure project approval, approval, construction, acceptance, commissioning, etc .; guide enterprises to rationally arrange hydrogen fuel supply and consumption needs Hydrogenation infrastructure; support the use of existing sites and facilities to carry out comprehensive supply services for oil, gas, hydrogen, and electricity; support areas where conditions permit to carry out commercial demonstration operations of fuel cell vehicles.
Since entering 2019, China’s hydrogen fuel cell vehicles have also been rapidly promoted. According to the data of the China Automobile Association, from January to October this year, the production and sales of fuel cell vehicles in China were 1,391 and 1,327, respectively, an increase of 8.2 times and 8.0 times over the same period of the previous year.
For the future development plan of hydrogen fuel cell vehicles, the “Draft for Soliciting Opinions” clearly states that, after fifteen years of hard work, the commercialization of fuel cell vehicles will be achieved.
The “Draft for Soliciting Opinions” proposed that “the implementation of power battery technology breakthrough action.” Among them, research on key core technologies such as positive and negative electrode materials, electrolytes, separators, etc., strengthening high-strength, lightweight, high-safety, low-cost, long-life power battery and fuel cell system short-board technology research to accelerate solid-state power battery technology R & D and industrialization.
Compared with the previous online version of the “Draft for Comment”, the “Draft for Comment” changed the “all solid state” to “solid state” in “Accelerate the R & D and Industrialization of All Solid State Power Battery Technology”.
“If” all solid state “is used, this will limit the development of China’s future power battery technology route, which is not conducive to the original intention of the parallel development of multi-technology routes for new energy vehicles. Cui Dongshu said that the current development of new energy vehicles in China is still in exploration At this stage, it is still unknown where the future technological route will eventually take.
Chen Shihua also believes that it is correct to delete “all” in the “Draft for Soliciting Opinions”. “In the future, China’s new energy vehicle technology development route cannot be one, and it is not yet possible to determine which technology route is the future development direction.”
Image source: Every photo by reporter Ouyang Kai
In addition, the “Draft for Comments” also proposed “Implementation of New Energy Vehicle Basic Technology Enhancement Project”, which requires “breakthroughs in key technologies such as car regulations, chips, on-board operating systems, new electronic and electrical architectures, and efficient high-density drive motor systems. Products to overcome hydrogen fuel cell vehicle application support technologies such as hydrogen energy storage and transportation, hydrogen refueling stations, and on-board hydrogen storage. “
The technical route of hydrogen fuel cells has always been a major direction for the development of new energy vehicles in China. Aiming at the construction of hydrogen fuel infrastructure, the “draft for comments” mentioned that it is necessary to improve the management specifications of hydrogenation infrastructure project approval, approval, construction, acceptance, commissioning, etc .; guide enterprises to rationally arrange hydrogen fuel supply and consumption needs Hydrogenation infrastructure; support the use of existing sites and facilities to carry out comprehensive supply services for oil, gas, hydrogen, and electricity; support areas where conditions permit to carry out commercial demonstration operations of fuel cell vehicles.
Since entering 2019, China’s hydrogen fuel cell vehicles have also been rapidly promoted. According to the data of the China Automobile Association, from January to October this year, the production and sales of fuel cell vehicles in China were 1,391 and 1,327, respectively, an increase of 8.2 times and 8.0 times over the same period of the previous year.
For the future development plan of hydrogen fuel cell vehicles, the “Draft for Soliciting Opinions” clearly states that, after fifteen years of hard work, the commercialization of fuel cell vehicles will be achieved.