FAW Jiefang Ji Yizhi: Leading the reform of the new energy vehicle industry, helping the dual carbon goal to continue to create value for users

On June 27-29, 2022, the 2022 5th ChinaNew Energy VehicleIndustry Conference and the 2nd China New Energy Heavy Truck Industry Ecological Conference, hosted by Tram Resources and co-organized by China Merchants Inspection Vehicle Technology Research Institute Co., Ltd., were grandly held in Chengdu.Ji Yizhi, general manager of the new energy business department of FAW Jiefang Automobile Co., Ltd.,attended the "China New Energy Commercial Vehicle Leaders Summit" and delivered a wonderful speech on thetheme of "New Development Trend of New Energy Commercial Vehicles under the 'Dual-Carbon' Goal" .

Ji Yizhi believes that in the 21st century, China's auto industry has ushered ina new energyrevolution and achieved leapfrog development, becoming the world's largest producer and consumer of new energy vehicles in one fell swoop.He introduced that the era of new energy has come. As a leader in the commercial vehicle industry and a practitioner of the national dual-carbon strategic goal, FAW Jiefang has always taken promoting the healthy development of the new energy vehicle industry as its important mission and continues to create value for users. Create wealth for the society and contribute to the country's clear water and blue sky.

The following is the content of Ji Yizhi's speech, organized and published by Tram Resources:

Ji Yizhi introduced that since China became an oil importer for the first time in 1993, the dependence on foreign oil has risen from 6% in that year to 72% in 2021. The energy security situation is severe, and the adjustment of the energy structure will be accelerated. Must do.

At the same time, the huge pressure brought by the high carbon emissions of the transportation industry is also one of the driving forces for the accelerated implementation of the electrification of commercial vehicles.

He introduced that the transportation industry accounts for 16% of the carbon emissions in the whole field, and the carbon emissions of automobile driving account for 81% of the transportation industry.Among them, commercial vehicles account for the largest amount of carbon emissions in the automobile industry. Theannual productionand sales of commercial vehicles account for 12% of the total production and sales of motor vehicles.

He said that emission reduction and carbon reduction in thedriving phase of automobiles have been confirmed, and it is the general trend of commercial vehicles to reduce carbon emissions.As one of the important measures for emission reduction and carbon reduction, the pure electrification of commercial vehicles will also be accelerated to help achieve the carbon peaking goal in 2030.

In addition, "accelerating the construction of a low-carbon transportation system" also provides a policy direction for the promotion of new energy vehicles in the next stage.

New Opportunities for Electrification of Commercial Vehicles

Ji Yizhi introduced that FAW Jiefang, as the earliest participant and promoter of the transformation of the new energy vehicle industry, actively responded to the national action plan and launched many products suitable for the market in a timely manner.For the "reform of the new energy vehicle industry", Ji Yizhi believes that there are five important points.

1. Accelerate product innovation and build a solid foundation for industrial development

At present, the new energy market has gradually transitioned from a budding period to a period of rapid development, and "innovation" is crucial to the development of the new energy vehicle industry.

The current scenarios of new energy products are mainly concentrated in closed areas such as urban distribution, railway freight yards, ports, etc. This is mainly because new energy products still have problems such as vehicle cost, endurance, energy replenishment efficiency, and safety that need to be solved urgently.

He believes that "market development should be absolutely dominated by product strength". Enterprises should accurately understand the market and customer needs, accurately grasp the development trend of new energy technology, build core technology research and development capabilities, build core competitiveness, and gradually expand the coverage of new energy product scenarios. to ensure a solid foundation for market development.

2. The innovation of layout mode is close to the change of user demands

Ji Yizhi said that at present, there are still pain points and difficulties in the promotion of new energy vehicles, such as difficult financial support, lack of infrastructure support and low second-hand residual value.He believes that car companies need to break the original thinking and provide users with a new energy overall solution covering "selection, purchase, use, management, repair, and replacement", so as to provide users with lower use costs and higher product benefits, so that Users speed up their adaptation to new energy vehicles and create a replicable positive cycle business model.

3. Expand industrial synergy to keep up with the pace of energy reform

To achieve the carbon peak in the transportation sector in 2030, the new energy penetration rate in the transportation industry will not be lower than 30%, which will bring a great test to my country's power and energy system.The automotive industry and the energy industry should simultaneously create suitable solutions around energy management, storage, transmission, transaction, consumption and other links to achieve coordinated development.Ji Yizhi also said that it is necessary to speed up the integration of the automobile industry and the energy industry. While achieving the carbon reduction goal, the industry must also create value for users.

4. Improve the ecological construction and promote the sustainable development of the industry

Ji Yizhi believes that in order to accumulate advantages in cooperation, enhance independent capabilities, promote the positive and sustainable development of the industry, and contribute Chinese solutions to the development of the global new energy vehicle industry.To achieve this goal, it is necessary to realize the rapid and stable development of the new energy automobile industry, to strengthen the depth of the industrial chain, and to cooperate to create an ecosystem.We cannot work behind closed doors and develop independently.

Regarding the chaos in the market, Ji Yizhi called on the government to break down the local protection barriers, and by guiding the development of the new energy market, and stimulating the development of other supporting facilities, thereby stimulating the economic growth in the local area.In response to the phenomenon of capital entry, he suggested that the government should strengthen the supervision of the new energy market and give full play to the role of capital in promoting the market.

5. Strengthen the stability of supply and improve the guarantee capacity of the industrial system

Ji Yizhi said that with the gradual increase of new energy vehicles, the importance of industrial chain stability has gradually increased.However, the new energy industry is affected by the global epidemic and the international situation, and the supply of core components such as precious metals and chips is at risk.In this regard, he believes that the new energy vehicle supply system should be rationally laid out, plan raw material reserves and supply methods in advance, strengthen technological breakthroughs in key parts and components, and constantly look for alternatives to ensure stable supply and give full play to the guarantee capability of the industrial system.