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2021Increase the concentration of the new energy automobile industry


On December 30, according to the website of the Ministry of Industry and Information Technology, the National Industry and Information Work Conference was held in Beijing on December 28-29, 2020. The meeting pointed out that it is necessary to accelerate the development of high-end, intelligent and green manufacturing, accelerate the development of advanced manufacturing, and increase the concentration of the new energy automobile industry.

The meeting pointed out that the main objectives and tasks of my country's "13th Five-Year Plan" have been completed as scheduled, and new historical achievements have been made in the development of industry and informatization.
According to the meeting, from 2016 to 2019, the added value of my country's manufacturing industry increased by 8.7% annually, from 20.95 trillion yuan to 26.92 trillion yuan, accounting for 28.1% of the global share; the scale of the digital economy increased by 16.6% annually, from 22.6 One trillion yuan increased to 35.8 trillion yuan, accounting for 36.2% of GDP.
It is understood that this meeting also focused on five tasks. The first is to maintain the basic stability of the manufacturing sector. The second is to enhance the independent controllability of the industrial supply chain. The third is to accelerate the development of high-end, intelligent, and green manufacturing. The fourth is to cultivate and expand high-quality enterprises. The fifth is to build a new information infrastructure and application ecology.
Secondly, with regard to the work tasks in 2021, it is pointed out that it is necessary to focus on eight key tasks. In the task of focusing on stabilizing and optimizing the supply chain of the industrial chain, the meeting specifically pointed out that it is necessary to carry out the action of strengthening the manufacturing chain to supplement the chain to promote the optimization and upgrading of the entire industrial chain. Focusing on the carbon peak and carbon neutral target nodes, implement industrial low-carbon actions and green manufacturing projects, accelerate the development of advanced manufacturing, and increase the concentration of the new energy automobile industry. At the same time, it is necessary to accelerate the digital transformation of the manufacturing industry and promote innovation and breakthroughs in basic and key areas.
It is understood that the concentration of my country's new energy automobile industry will decline in 2020.
Ren Zeping, a well-known economist, pointed out in a recent report that this year, new forces in the field of new energy vehicles are becoming stronger, market competition has intensified, and concentration has declined.
From the perspective of market concentration, in the first half of this year, China's new energy passenger vehicles ranked No. 1, top 3, top 5, and top 10, accounting for 19.0%, 40.5%, 52.6%, and 74.3% respectively; compared to 2016 31.6%, 57.3%, 70.1%, 95.6% of the year, down 12.6, 16.8, 17.5, 21.3 percentage points respectively. Among them, BYD, SAIC, and BAIC have a solid market position; the rankings of other manufacturers fluctuate significantly.
In summary, the overall requirements for industry and informationization work in 2021 are to focus on the overall construction of a strong manufacturing country and a network power, put the advancement of the industrial base and modernization of the industrial chain in a prominent position, and strengthen the independent controllability of key industries and key links. .
In addition, in 2021, the Ministry of Industry and Information Technology will also launch a new round of car-to-rural activities, promote pilot projects in fully electrified cities, and implement the Internet of Vehicles transformation on key expressways such as Beijing and Shanghai.

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