“双碳”背景下新能源汽车产业机遇及发展战略思考

Opportunities and Development Strategies of New Energy Vehicle Industry under the Background of "Double Carbon"

近年来,随着“双碳”政策的落实与推动,新能源汽车产业飞速发展,尤其是2021年更是有着“爆发式”的增量,直接推动了新能源汽车产业从“政策驱动”到“市场拉动”,步入行业快车道。同时,随着国家级专业平台统一监管,国产新能源汽车在打造独有的品质与服务、核心技术的突破上都有了显著成效。但同时也存在市场竞争过于激烈,导致的潜在行业竞争者数量庞大;“后补贴时代”来临,新能源汽车初期普及接近阈值,以及车规级芯片等高精领域开发相对落后等困境。因此,“双碳”背景下新能源汽车企业一是要积极面对市场竞争,与互联网公司、软件公司进行更多的跨界融合,推动新能源汽车产品和模式向网络时代转型升级,打造更高品质的产品和服务;二是要加速内化和吸收初期红利,抢先做好中长期的战略布局;三是要强化资源整合能力,积极推动“联合造芯”的战略布局,助推车规级芯片等关键技术的攻关与产业化,保障产业链上下游供需稳定。同时,未来新能源汽车企业也应继续保持清晰的战略视野,要把“十四五”国家重点研发专项始终作为技术攻坚的方向和目标,坚持内化“三纵三横”的战略研发布局,加速“新三化”转型率先占领技术高地的同时,保持绿色低碳的精神内核,服务于“研发、生产、投入使用、回收”整个新能源汽车工业的周期,积极推动“产业共生”,保证行业与企业双层面共同发展。

In recent years,with the implementation and promotion of the "dual carbon" policy,the new energy vehicle industry has developed rapidly,especially in 2021,there will be an "explosive" increment,which directly promotes the new energy vehicle industry from "policy" Drive" to "market pull" and step into the fast lane of the industry.At the same time,with the unified supervision of national-level professional platforms,domestic new energy vehicles have achieved remarkable results in creating unique quality and service,and breakthroughs in core technologies.However,at the same time,there are also difficulties such as excessive market competition,resulting in a large number of potential industry competitors;the advent of the "post-subsidy era",the initial popularity of new energy vehicles is close to the threshold,and the development of high-precision fields such as automotive-grade chips is relatively backward.Therefore,under the background of "dual carbon",new energy vehicle enterprises must actively face market competition,conduct more cross-border integration with Internet companies and software companies,and promote the transformation and upgrading of new energy vehicle products and models to the Internet era,and create more High-quality products and services;the second is to accelerate internalization and absorption of initial dividends,and take the lead in making a good mid-and long-term strategic layout;the third is to strengthen the ability to integrate resources,actively promote the strategic layout of"joint core making",and promote the development of the vehicle industry.The research and industrialization of key technologies such as high-level chips will ensure the stability of supply and demand in the upstream and downstream of the industrial chain.At the same time,in the future,new energy vehicle companies should continue to maintain a clear strategic vision,and always take the national key R&D projects during the "14th Five-Year Plan" as the direction and goal of technical tackling,and adhere to the strategic R&D layout of "three verticals and three horizontals".Accelerate the transformation of "new three modernizations" and take the lead in occupying the technological highlands,while maintaining the spiritual core of green and low carbon,serving the entire cycle of"research and development,production,use,and recycling" of the new energy automobile industry,and actively promoting "industrial symbiosis" to ensure The industry and the enterprise develop together at both levels.