The 2024 government work report mentioned new energy vehicles many times. The US government recently said that it is "taking unprecedented actions" to deal with the flooding of China cars in the US market, and the new energy vehicle industry has become a hot topic of concern and discussion among the representatives of the two sessions. In recent years, the "new three kinds" of foreign trade represented by electric manned vehicles, lithium batteries and solar cells have continued to be popular, becoming a new growth point of China's foreign trade exports and forming strong competitiveness. In 2023, the cumulative export of "new three kinds" products was 1.06 trillion yuan, which exceeded the trillion yuan mark for the first time. China has become an important promoter in promoting the transformation of world energy development and coping with climate change. The development of new energy automobile industry is of great significance for reducing pollutant emissions in the transportation field, promoting high-quality peak carbon dioxide emissions, reducing dependence on oil imports, and supporting the construction of a global automobile power. From budding to having the world's largest new energy vehicle market, complete industrial supporting system and perfect policy support system, China has cultivated and grown a number of outstanding leading enterprises with international competitiveness, and embarked on a "new" road with innovation leading development.

   In 2023, the new energy vehicle market in China grew rapidly, with a sales volume of 9.495 million vehicles and a market share of 31.6%, up 37.9% year-on-year. Among them, new energy vehicles exported 1.203 million vehicles, up 77.6% year-on-year, and production and sales accounted for more than 60% of the global total. According to the forecast of China Automobile Industry Association, the sales volume of new energy vehicles will reach 11.5 million in 2024, which will continue to maintain a steady and positive development trend, showing an increase of more than 3%, which will be a crucial year for China's new energy vehicle industry to further enhance its global position. From the perspective of development momentum, China's new energy automobile industry maintains a leading position in technology and rules, which is an important kinetic energy for China's export, investment and consumption. Judging from the competition pattern, the new energy automobile industry is a highly competitive industry in the manufacturing industry. This year, it will enter a period of deep remodeling, and the concentration of the industry will continue to increase. Improving the competitiveness in an all-round way is the way for enterprises to develop. From the perspective of internationalization, the "trade+overseas production" model will still be maintained, and it will show a rapid growth trend, gradually changing from trade-oriented to overseas investment localization development, which is the basic law of internationalization.

   The development of the new energy automobile industry is not only an iterative upgrade of products, but also an innovation in industrial model. Through careful cultivation of the domestic consumer market, huge market demand is transformed into an endogenous driving force for the manufacturing industry to make up the chain and strengthen the chain. After the internal circulation is smooth, it will actively promote the development of external circulation, and turn the scale advantage of the domestic market into a global market advantage or even a standard advantage for industry development. In the future, it is necessary to expand the leading edge of the industry, promote consumption growth and enhance international influence to support the development of intelligent networked new energy vehicles.

   Expand the leading edge of the new energy automobile industry and maintain the sustained, healthy and controllable development of China's new energy automobile industry. First, continue to strengthen key core technology research. Focusing on the fields of new energy and intelligent networked vehicles and key components, we will strengthen the forward-looking and leading patent layout and accelerate the core technology research of ultra-high performance car-level AI chips and industrial software. New hybrid technology is the focus of charging technology innovation, and pure tram companies will pay attention to the matching of hybrid technology routes. The second is to strengthen the effective control ability of the whole process of battery recycling. Establish a closed-loop management system for the whole process of power battery use, scrapping, cascade utilization, recycling and dismantling. With the increase in the export volume of new energy vehicles, more and more retired power batteries exported overseas need to be recycled. Retired lithium batteries are high-grade mobile mines. It is necessary to clarify that retired lithium batteries are not solid waste and speed up the improvement of the transnational recycling policy for retired power batteries exported to new energy vehicles. The third is to speed up the construction of intelligent networked new energy vehicle talent team. Encourage leading enterprises to participate in the whole chain of talent cultivation, deeply participate in colleges and vocational education and teaching plans, and provide internship and on-the-job training channels. Broaden and extend the identification of electric and intelligent vocational skill levels, and improve the incentive mechanism for high-skilled talents. The fourth is to deepen the reform of the assessment system of state-owned automobile enterprises. Fuel vehicles and new energy vehicles are in different stages of development, and the technology of fuel vehicles is mature, so the profit is high, and new energy vehicles are still in the growth stage. Therefore, it is beneficial to stimulate innovation vitality and improve market share by conducting a separate assessment of new energy vehicle business for automobile central enterprises, focusing on technological innovation, market share and future development.

   Promote the steady growth of consumption of new energy vehicles. The consumption of new energy vehicles is a new bright spot in China's domestic demand growth. First, it is necessary to reduce the purchase and use costs of new energy vehicles. Continue and optimize the policies and measures for the reduction and exemption of vehicle purchase tax for new energy vehicles; The electricity consumption of public charging and replacing facilities in residential areas shall be subject to the residential electricity price, and the peak-valley time-of-use electricity price shall be implemented, and the charging service fee shall be encouraged to be reduced in stages. The second is to moderately advance the layout of charging and replacing infrastructure. Accelerate the construction of fast (super) charging and power exchange infrastructure in intercity expressways, install charging infrastructure in public parking lots, and promote the transformation of comprehensive energy stations at refueling stations. Improve the construction level of charging infrastructure in rural areas and residential quarters according to local conditions, and increase the number of rechargeable cars. The third is to implement policies and measures to support new energy vehicles going to the countryside. Promote the accelerated upgrading of automobile consumption in small and medium-sized cities and rural areas, and promote the withdrawal and trade-in of old vehicles. Efforts will be made to improve the carrying capacity of rural power grids. By speeding up the construction of county and township charging infrastructure, we will increase investment in the transformation and upgrading of rural power grids, speed up the expansion and upgrading of distribution networks, and ensure the safe and stable charging of electric vehicles in rural areas.

   Enhance the international competitiveness of new energy vehicles. China intelligent networked new energy vehicles go to sea, which is of positive significance for improving the world environment. The first is experience sharing and standard interoperability. Share experiences with the whole world, especially countries in the south of the world, use China technology to promote affordable electric vehicles to the world, and promote the interoperability between China standards and international standards, so that domestic car companies, charging facilities and third-party operating companies can have unified standards, provide better charging and driving experiences for car owners, and help achieve the goal of controlling global warming in the Paris Agreement. The second is to improve the carbon emission data management system. The EU Regulation on Batteries and Waste Batteries requires that the carbon footprint of power batteries must be declared from February 18th, 2025. It is necessary to improve the carbon emission data management system of power batteries as soon as possible, including accounting standards, industrial chain data, verification and guarantee, etc., so as to provide relevant accounting functions for countries and enterprises and effectively guide the whole industrial chain to jointly reduce emissions. Third, the overall cooperation of car companies is improving.