Text/"Autobot" Sharla Cheung
The National People's Congress was held, and the world focused on China.
Under the epidemic, the global economy has experienced a great change that has never happened in a hundred years. China needs courage and determination, and wisdom to turn the boulder into Wan Ren.
In 2020, it coincides with the decisive year of building a well-off society in an all-round way, the decisive year of getting rid of poverty and the beginning of the 13 th Five-Year Plan. Where will China's economy go, and how will the ship run smoothly? On the morning of May 22nd, the government work report gave the answer.
Different from previous years, the report did not put forward specific targets for economic growth throughout the year, but emphasized that priority should be given to stabilizing employment, ensuring people's livelihood and striving to achieve the goal of building a well-off society in an all-round way. Under this goal, "six guarantees" and "six stability" are the focus of current work. Only by keeping the bottom line of "six guarantees" can we stabilize the basic economy and lay a solid foundation for building a well-off society in an all-round way.
Whether it is to protect employment and people's livelihood, or to prevent and resolve risks, we must have stable economic growth support and innovation driving force as the development engine.
As the "ballast stone" of China's economy, the automobile industry with a long industrial chain has been entrusted with a heavy responsibility. In the fight against the epidemic, the automobile industry is playing a huge role in maintaining the ecological stability of manufacturing industry and enhancing the anti-invasion ability of China economy.
Automobile is highly related to the macro-economic development of China. In the critical period of winning a well-off society in an all-round way, the automobile industry will stabilize the industrial chain and supply chain, enhance the resilience and potential of economic development, and escort China's steady economic progress.
Ensure stability and strive for progress in stability.
"six stabilities", with stable employment as the head; "Six guarantees", the first priority is still to ensure employment.
Affected by the global epidemic, the world economy is seriously declining, the circulation of industrial chain and supply chain is blocked, domestic consumption, investment and exports are declining, and the employment pressure is obviously increasing.
Automobile industry is an important pillar industry of national economic development and an important embodiment of the country's comprehensive national strength and competitiveness. The added value of automobile industry accounts for about 3% of GDP, which can drive and promote industries such as steel, machinery, chemical industry, rubber, electronics, scientific research, automobile service industry, automobile insurance industry and automobile finance industry. In 20 19, the national automobile manufacturing industry earned 8.08 trillion yuan. Keeping the manufacturing ecology and supply chain stable can avoid or reduce the long-term negative impact on China's economy.
Recently, Miao Wei, Minister of Industry and Information Technology, said at the press conference of the State Council Office that the automobile industry can best reflect the importance of industrial chain, supply chain integrity and global integration. The automobile itself has a long industrial chain, a wide range of connections, a high degree of globalization and is greatly affected by the epidemic. The resumption of production in the automobile industry can radiate to other manufacturing industries and revive the upstream and downstream.
First of all, the automobile industry is a highly integrated industry, involving steel, chemical industry, electric power, equipment manufacturing, electronic raw materials and product sales, which is closely related to upstream and downstream enterprises.
Secondly, the automobile industry plays a very important role in economic development and stimulating domestic demand. As a labor-intensive and asset-intensive industry, the automobile industry has a large number of employees, which is related to economic upgrading, improvement of people's livelihood and social stability. Maintaining the healthy development of the automobile industry is to protect people's livelihood.
Thirdly, the automobile industry not only undertakes the responsibility of meeting the needs of national defense, economic construction and social development, but also undertakes the task of providing high-level cars, meeting people's growing consumer demand and improving people's happiness index. The entry of cars into the homes of ordinary people is also one of the evaluation criteria for realizing a well-off society to some extent. If the former embodies the "powerful country", the latter embodies the "enriching the people".
On March 3rd1day, the the State Council executive meeting decided on "three major measures" to promote automobile consumption. Under a series of stimulus policies such as loosening restrictions on purchases and reducing taxes and fees, the automobile industry has gradually stepped out of the trough. After a 2 1 month decline in sales, China's automobile sales increased positively for the first time in April this year. The strong recovery of the automobile industry directly brought about the better performance of macroeconomic data in April. The data shows that in April, the national industrial added value changed from the decrease of 1. 1% in March to an increase of 3.9%, and the automobile industry contributed a lot.
At the same time, the automobile industry still has great potential. Although the growth rate has slowed down, compared with the data of thousands of people in developed countries, there is still much room for improvement in the domestic automobile market.
The government work report pointed out that to implement the strategy of expanding domestic demand and accelerate the transformation of economic development mode, it is necessary to deepen the structural reform on the supply side, highlight the orientation of people's livelihood, and effectively combine and promote boosting consumption and expanding investment.
In a sense, "six guarantees" and "six stabilities" promote each other. By stabilizing employment, we can increase income and protect people's livelihood, improve residents' willingness and ability to consume, and thus promote consumption recovery. At this point, we can find a beautiful closed loop of the automobile industry chain.
During the two sessions, NPC representatives from the automobile industry and CPPCC members made suggestions on how to promote automobile consumption. Representative Chen Hong, chairman of SAIC, suggested relaxing the withdrawal restrictions of employee provident fund; Representative Zeng Qinghong, Chairman of Guangzhou Automobile Group, suggested reducing the tax burden, improving the automobile consumption environment, expanding consumption channels, and actively solving the problems of "difficulty in parking" and "difficulty in charging" ... The ultimate goal is to promote automobile consumption, let the people have a better environment for car purchase and car use, and reduce the cost of car purchase.
Reform activates new kinetic energy
Reform and growth are complementary, and there is a relationship between growth and decline in the short term, which protects the growth potential in the long term.
"With reform and opening up, we will stabilize employment, protect people's livelihood, promote consumption, promote the market, and stabilize growth, and embark on a new road to effectively cope with shocks and achieve a virtuous circle." This government work report once again mentioned that relying on reform to stimulate the vitality of market players and enhance new development momentum. This shows the confidence and determination of the party and the government to deepen reforms in all aspects.
Reform will hedge external pressure and eliminate internal crisis. Continue to deepen reform and seek development, and confront uncertainty with strategic determination. The automobile industry is equally responsible.
Not long ago, the thirteenth meeting of the Central Committee for Comprehensively Deepening Reform proposed that the more severe and complicated the development environment, the more determined it is to deepen reform. Before the two sessions, the State Council, the Central Committee of the Communist Party of China, issued the Opinions on Accelerating the Improvement of the Socialist Market Economic System in the New Era, which is a 10,000-word long article, providing a top-level design for deepening the economic system reform and accelerating the improvement of the socialist market economic system at present and in the future.
Establishing a modern fiscal and taxation system is one of them. In 20 19, the annual consumption tax of automobile manufacturing industry exceeded 90 billion yuan, accounting for 8% of the total consumption tax revenue. Li Shufu, Chairman of Geely Holding Group, and Wang Fengying, President of Great Wall Motor, jointly put forward a proposal to change the vehicle purchase tax from central tax to central tax and local tax, with a ratio of 50% to 50%.
As China's automobile production enters the stage of high-quality development, it is necessary to further activate the vitality of consumption, and changing the collection method of vehicle purchase tax will have tangible benefits, which is also the original intention of the representatives of the two associations to propose tax and fee reform.
First of all, taxes can greatly increase local finance and effectively alleviate the expenditure pressure of local governments' "three guarantees" (ensuring people's livelihood, ensuring wages and ensuring operation); Secondly, it is conducive to mobilizing the enthusiasm of local governments and creating conditions for stimulating automobile consumption.
In terms of system reform, the government work report focuses on improving the effectiveness of state-owned enterprise reform. Stimulating vitality through reform and tapping the power of the market are clear signals conveyed and released in this year's government work report.
"Implement the three-year reform of state-owned enterprises, improve the state-owned assets supervision system, and deepen the reform of mixed ownership. Basically complete the stripping of social functions and solve the problems left over from history. State-owned enterprises should focus on their main business, improve the market-oriented operating mechanism and improve their core competitiveness. "
In recent years, state-owned car companies have been the "leaders" in the reform of manufacturing system and mechanism. Among the central enterprises, China FAW has achieved immediate results, including "all employees stand up" to compete for posts and the release of a brand-new strategy by Hongqi brand. On this basis, "Pentium" once again opened the self-innovation of nirvana rebirth; Dongfeng Motor's "slimming" reform, survival of the fittest, traveling light, divesting nearly 70 subsidiaries in 4 years; Changan Automobile has introduced a number of investors in the new energy vehicle business. ...
Among local state-owned enterprises, Guangzhou Automobile Group implements the professional manager system, and actively promotes the reform of employee stock ownership in Guangzhou Automobile Weilai, Zhongcheng Insurance, Mobile Travel and other enterprises. In 20 19, Guangzhou Automobile Group once again deepened its organizational transformation and implemented the headquarters system, which strengthened the integrated development of independent brand research, production and marketing and the synergistic effect of the whole industry chain; BAIC tried a number of strategic shares in the form of state-owned capital investment; Chery Automobile Mixed Reform Program ... These have all happened and continued to advance. The upcoming reform of state-owned enterprises in the automobile industry has made the reform of state-owned enterprises that have always been regarded as sensitive truly land.
The necessity of state-owned enterprise reform in automobile industry has been confirmed by the vitality of private automobile enterprises. In response to the country's strategy of improving the modern enterprise system, the reform of state-owned enterprises will be accelerated in an all-round way, which will further activate the innovation potential and provide new kinetic energy for the upgrading of manufacturing industry.
Promote the transformation and upgrading of manufacturing industry
At present, the global automobile industry is in a major period of new technological revolution and global layout adjustment. China's automobile industry is facing the key nodes of consumption structure transformation and upgrading, new technology-driven changes and the upcoming full opening of industrial policies.
Externally, the trade war is getting worse and worse, and the epidemic situation is anti-globalization, which puts pressure on China. Internally, the incremental market has become a stock market, resources are increasingly concentrated in the head, and automobile enterprises are facing survival problems.
From the macro-economic development cycle, consumption upgrading has brought about a change in people's demand from "having" to "being good". China brand needs to seek high-quality growth, actively create brand value and achieve upward breakthrough.
Undeniably, China brand has made progress in stages, its independent R&D capability has been continuously enhanced, and a complete R&D system and positive development process have been established. However, there is still a lot of room for breakthrough in the traditional automobile core technology related to power.
Representative Zhu Huarong, President of Changan Automobile, put forward "Suggestions on rapidly enhancing the brand power of China brand cars and stimulating China's economy in the current world economic environment"; Representative Yin Tongyue, Chairman of Chery Automobile, put forward the idea of "strengthening the construction of new automobile standards in China and promoting the global development of automobile industry", which will help China to further break through and enhance its core technical strength from the perspective of mastering the initiative in standard setting.
This coincides with the proposal of this government report to improve the supporting capacity of scientific and technological innovation. We will steadily support basic research and applied basic research, guide enterprises to increase investment in research and development, and strengthen intellectual property protection. At a time when high-tech enterprises in China, represented by Huawei, are frequently suppressed, it is of great significance for the automobile industry to break through the core technologies.
Of course, it has become the common sense of the industry that as long as the traditional automobile technology is still playing a role, the backward situation of China automobile industry will not change for the time being. Only when the "internet plus" era comes and the automobile industry moves closer to the science and technology industry in an all-round way, will China Automobile level the technological gap.
With the arrival of a new round of scientific and technological and industrial revolution, the global manufacturing pattern has changed, and the future manufacturing industry will transform into interconnected intelligent manufacturing. This government report proposes to promote the upgrading of manufacturing industry and the development of emerging industries; Develop industrial internet and promote intelligent manufacturing; New formats such as e-commerce, online shopping and online services have played an important role in fighting the epidemic. We will continue to introduce supporting policies, comprehensively promote the "internet plus" and create new advantages in the digital economy.
The report further clarifies that new infrastructure construction should be strengthened, a new generation of information networks should be developed, 5G applications should be expanded, charging piles should be built, new energy vehicles should be promoted, new consumer demand should be stimulated, and industrial upgrading should be helped.
Combined with the automobile industry, the extremely important carrier of "new infrastructure" is intelligent and new energy vehicles. The vehicle-road coordination equipment required for intelligent driving that has been plagued before is expected to achieve further breakthroughs.
Affected by the epidemic situation, the survival of the fittest accelerated in China automobile industry, which indirectly promoted the pace of transformation and upgrading of China automobile industry chain. New kinetic energy represented by new energy vehicles and intelligent networked vehicles is developing and growing; New business models such as intelligent transportation and * * * enjoy travel are rapidly emerging; Cars are developing from hardware products to software and services.
Intelligent networking and new energy bring opportunities to China automobile industry. When the automobile industry enters a new stage of high-quality development dominated by intelligence and new energy, it is almost the only choice for local brands in China to conduct differentiated competition through intelligence and electrification. Whether Dongfeng launches the "H" brand or SAIC Roewe aims at high-end new energy to promote brand transformation and upgrading, the upward steps of China brand will not stop.
During this period, the ever-changing external environment, such as the commercialization of 5G technology, will continue to change the product design, R&D and production mode of traditional automobile enterprises, and promote the transformation and upgrading of China automobile industry from the depth of industrial chain. This government report conveys the idea of deepening reform to stimulate the vitality of market players and increasing support for the new automobile industry, which will accelerate this pace. (Text/"Autobot" Sharla Cheung, part of the picture source network) Copyright statement This article is an exclusive original manuscript of Autobot, and the copyright belongs to Autobot.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.