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The prospect of production and sales of new energy vehicles may not be so pessimistic. At the second China International Expo, 60 international exhibitors, including,,, and so on, brought more than 70 new products and technologies, and the upgrading of new energy vehicle consumption has become a major highlight. Just yesterday, the top-level design of China's new energy automobile industry also made the latest progress. Luo Junjie, deputy director general of the equipment industry department of the Ministry of industry and information technology, said at the China Automobile Industry Development Forum held during the second China International Import Expo on July 7 that the Ministry of industry and information technology is taking the lead in preparing the development plan of new energy vehicles for 2021-2035, which is currently in the stage of consultation. The plan focuses on: electrification, networking, intelligence and sharing as early as 2012. The State Council issued the development plan for energy saving and new energy vehicle industry (2012-2020) (hereinafter referred to as the 2020 plan), which determined the main strategic orientation of pure electric drive for the development of new energy vehicles and the transformation of the automobile industry, and focused on the direction of promoting and automobile industrialization. In the past few years, the new energy vehicle industry has made great progress, and China has become the largest new energy vehicle market in the world for three consecutive years. However, since 2019, affected by the downward trend of the car market, the sales volume of new energy vehicles has declined rapidly, and the production and sales volume from July to September have declined for three consecutive months. As a new top-level document for the development of new energy automobile industry, it has been concerned by the industry since the preparation work was officially launched in February this year. The work has only been started for 9 months, and the plan has entered the stage of soliciting opinions. Judging from the work process, the Ministry of industry and information technology and other relevant departments are indeed pushing forward. In fact, the development plan of new energy vehicles for 2021-2035 (Draft for comments) (hereinafter referred to as draft for comments) was circulated in the middle of last month. Although the Ministry of industry and information technology staff told the media that the content of draft for comments is not the final version, it will be adjusted according to the feedback to different degrees. However, the principles and guidance disclosed in the document should not change in direction. Compared with the 2020 plan, the draft emphasizes market-oriented and innovation driven as the main means, and focuses on encouraging technological innovation capacity, building a new industrial ecology and infrastructure construction. The government is no longer responsible for guiding. The development goal continues the overall direction of 2020 plan, and also conforms to the milestone goal proposed in the technical roadmap of energy saving and new energy vehicles, including: by 2025, the competitiveness of new energy vehicles will be significantly improved, with the sales volume accounting for 20% of the total sales volume of vehicles in that year, the sales volume of conditional intelligent Internet vehicles accounting for 30%, and the realization of high automatic driving intelligent Internet vehicles within the limited area For commercial application, the average fuel consumption of new passenger cars is reduced to 4.0l/100km, and the average power consumption of new energy passenger cars is reduced to 11.0kwh/100km. By 2030, new energy vehicles will have a competitive advantage in the market, accounting for 40% of the total sales of vehicles in that year, and 70% of the sales of conditional automatic driving intelligent Internet connected vehicles. Highly automatic driving intelligent Internet connected vehicles are widely used in expressways and large-scale applications in some urban roads. In terms of R & D, the "three vertical and three horizontal" are redefined, with pure electric vehicle, plug-in hybrid vehicle and vehicle as the "three vertical" and power battery and management system, drive motor and power electronics, networking and intelligent technology as the "three horizontal". At the same time, in the "infrastructure construction", it is proposed to encourage the construction of power exchange technology route and network, as well as battery Infrastructure construction. In terms of supporting policies, it will be cancelled in an all-round way and replaced by "improving the automobile tax system, encouraging energy conservation and new energy vehicle consumption"; "improving the parallel management method of the average fuel consumption of enterprises and new energy vehicle credits, and establishing the linkage mechanism with the carbon trading market"; in the formulation of the evaluation system for "new energy vehicle smart city", it is said that the places that have won the title will be given Financial incentives and policy support and other policy arrangements. Ping An Securities said that from the perspective of development objectives, it is necessary to achieve market leadership, strengthen the dominant position of enterprises in terms of technical routes and production capacity layout, and improve the competitiveness of new energy vehicles; from the perspective of policy environment, it is necessary to achieve wide access and strict exit, relax access standards and strengthen process supervision. From the perspective of infrastructure construction, the two-way energy interaction between the linkage new energy vehicles and the power grid is realized. The slow charging of charging facilities is mainly supplemented by the fast charging, and the demonstration application of hydrogen production and hydrogen storage is carried out according to local conditions. It is expected that giving full play to the market effect and strengthening the control of emissions and double credits will force the vehicle enterprises to carry out the supply side reform of new energy vehicles. The new energy industry is the general trend. It is expected that the sales volume of domestic new energy vehicles will maintain a certain growth rate from 2019 to 2020, and the independent brands will have the first mover advantage in this period. Luo Junjie introduced that the plan will focus on "four modernizations", that is, the development direction of electrification, networking, intelligence and sharing. "Last week, we specially held a forum on foreign investment to listen to opinions. Next, we will take the preparation of the plan as an opportunity to further gather industry consensus, clarify the direction of development, effectively enhance the new driving force of industry development, optimize the industry development environment, and strive to promote the healthy and sustainable development of the new energy automobile industry. " Luo Junjie said. Luo Junjie believes that there is still a lot of room for growth in the global automobile market, especially the gap between China and developed countries. Germany upgrades subsidies for new energy vehicles, brokers: 2020 will be the first year of global electrification, which is different from the cancellation of domestic plans. According to sina finance and economics report, the German government plans to increase the subsidies for electric vehicle purchase by half in the five years starting from 2020, as the latest measure to accelerate the adoption of low emission vehicles. According to Reuters, the German government plans to increase the subsidy for electric vehicles from 3000 euros to 4500 euros for each vehicle now, and to 5000 euros for models priced over 40000 euros. In addition to subsidies, Germany is expected to have 1 million EV charging stations by 2030. The German government hopes to get 10 million electric vehicles on the road by 2030. Guosen Securities said that Germany's policy to increase subsidies for electric vehicles exceeded market expectations, which also reflected the firm determination of European electrification. In the medium and long term, 2020 will be the first year of global electrification. As an industrial power, the penetration rate of new energy vehicles in Germany is less than 2% which is far lower than that in China and the United States. Both the most stringent carbon emission implemented by the European Union and the German support policies for electric vehicles have laid a solid foundation for European electrification. However, traditional European vehicle companies have launched electric vehicle platforms to accelerate the electrification Transformation: according to marklines, the annual growth rate of new energy vehicle sales in Europe in the next seven years will reach more than 40%. In the short term, the rise of overseas supply chain has opened up a new market for domestic lithium battery companies. Both the mass MEB platform and the industrial chain are expected to rapidly expand from 2020, while the relatively stable and high-quality overseas supply system will provide profit guarantee for the supply chain companies. Ping An Securities said that through the German government's upgrade subsidy plan, it is expected that the sales volume of electric vehicles in the European market will reach 7 million by 2030, with an average compound growth rate of 30%. The large volume of electric vehicles in the European market will directly benefit the enterprises that set up factories in Europe. According to BOC International Securities, the global demand for new energy vehicles in 2020 is expected to exceed expectations. First, the emission standards of major countries and regions are increasingly strict, and major governments have successively issued new energy vehicle support policies; second, the electrification process of major global vehicle enterprises (Volkswagen, Tesla, etc.) is accelerating, and new electric platforms (Volkswagen MEB platform) are put into use, with the launch of explosive models and new energy The cost performance advantage of the source vehicle is gradually emerging, which is expected to drive the growth of global demand.