The Fifth session of the 13th National people's Congress will be held in Beijing on March 5. At this meeting, Yin Tongyue, deputy to the National people's Congress and party committee secretary / chairman of Chery holding Group, will put forward 13 proposals based on in-depth practice and research on the manufacturing industry. Among them, focusing on the field of new energy vehicles, Yin Tongyue put forward proposals such as "accelerating the integration of new energy vehicles into carbon trading management" and "bringing the raw materials of power batteries of new energy vehicles into the national strategic reserve resources." maintain the stable development of the new energy vehicle industry "and other proposals.
Accelerate the integration of new energy vehicles into carbon trading management
In order to ensure the realization of the "double carbon" goal, the state brings power generation, petrochemical, iron and steel, non-ferrous metals and other industries into the key objects of carbon emission management, and enables enterprises to fulfill their carbon emission obligations through the market-oriented means of national carbon trading arrangements. The automotive industry to promote new energy vehicles to replace fuel vehicles will effectively improve carbon emissions in the use of vehicles. Compared with traditional fuel passenger cars, existing new energy passenger vehicles reduce carbon emissions by about 15 million tons per year. At present, the automobile industry is not included in the key industries of carbon emission management because of less carbon emissions in the manufacturing process, but if we can consider the effectiveness of new energy vehicles in reducing carbon emissions in the use stage, we should use carbon trading means to actively encourage industrial car factories to transform the production of new energy vehicles.
Against this background, Yin Tongyue suggested:
First, the Ministry of Industry and Information Technology and other ministries focus on the effect of reducing carbon emissions of new energy vehicles in the use stage, and use it as a starting point to encourage traditional car factories to transform the production of new energy vehicles, so as to further expand the scale of the new energy vehicle market.
Second, expand the scope of the carbon trading industry, including the automobile industry, and let automobile companies participate in CCER to enter the carbon market for trading.
Third, encourage cross-industry enterprises to promote the realization of the national "double carbon" goal through carbon market trading, and the automobile industry will benefit from cross-industry carbon trading to achieve the economic benefits of transforming the production of new energy vehicles.
Bring the raw materials of new energy vehicle power battery into the national strategic reserve resources to maintain the stable development of new energy vehicle industry.
With the increasing popularity of the new energy vehicle race track, the demand for new energy vehicle power batteries is naturally rising. According to the data released by EV Volumes, the global installed capacity of automotive power batteries has increased significantly in 2021 compared with the same period last year, which makes the shortage of battery supply more and more serious, and the cost rises substantially. At the same time, it is also linked to the shortage of upstream raw materials and mineral resources, which has become a bottleneck in the development of new energy.
SNE Research, a South Korean emerging energy market research firm, predicts that by 2023, the global demand for electric vehicles for power batteries will reach 477GWH, while the gap in power battery supply will be about 18%. By 2025, the market demand will rise to 1400GWH, and the gap will widen to about 40%. The core materials such as nickel, cobalt and lithium needed for the manufacture of power batteries are scarce resources and rely heavily on imports. Due to the vigorous development of new energy at home and abroad, these resources are gradually controlled.
Against this background, Yin Tongyue suggested:
Ministries such as the National Development and Reform Commission and the Ministry of Industry and Information Technology have formulated policies to incorporate new energy power battery materials into the national strategic reserve resource management, set up special funds, and support and encourage domestic enterprises to acquire foreign battery material resources. to ensure the security of the supply chain of new energy vehicles.
