First, the power battery in the energy density, high security, economy and fast charging will achieve breakthrough development.

This is mainly manifested in five aspects: first, from the battery materials and structural performance to improve battery energy density, to solve the problem of short driving range; second, from improving the voltage platform and cell charging multiplier, shorten the battery charging time; third, from the core and battery packs to improve the battery safety; fourth, from the structure and materials to reduce the cost of the battery; fifth, from the core production and battery design to enhance the Battery cycle life. In addition, battery companies will accelerate the elimination, elimination speed is significantly faster than the vehicle enterprises.

Second, the production and sales of new energy vehicles will account for more than 70%, helping the automotive industry to achieve the “double carbon” goal.

1. It is expected that in 2030, the number of new energy vehicles will reach 21 million. According to the average annual increase in ownership of 20 million units, from 2023 to 2030, a total increase of 160 million vehicles, 2030, the national car ownership of 479 million. According to the National Bureau of Statistics and other professional departments predicted that the total population of China in 2030 will be about 1.405 billion people, from which it is estimated that China's automobile ownership in 2030 will be 340 cars per thousand people. Referring to the relationship between car ownership and new car sales of 15:1, and taking into account the international practice, the aging population will affect the sales of new cars, in 2030 China's car ownership of 479 million, new car sales of 32 million, of which new energy vehicle sales reached 21 million or so. It is estimated that in 2030, the proportion of pure electric vehicles and plug-in hybrid electric vehicles and fuel vehicles will be 5:3:2.

2. China's automobile carbon emissions in 2030. According to the calculation that the carbon emission of each fuel car is 39.7 tons in the whole life cycle (TCO), and the carbon emission of each electric car is 22.4 tons in the whole life cycle, it is prudently estimated that, by 2030, the new energy automobile ownership will account for 20.88% of the total ownership, i.e., 100 million, and the comprehensive carbon emission will be 1,152 million tons per year according to the calculation of the service life of the automobile in 15 years. Optimistic estimate, by 2030, new energy vehicle ownership accounted for 35% of the total ownership, that is, 168 million vehicles, according to the 15-year life of the car, the comprehensive annual carbon emissions of 1.074 billion tons.

Third, the pace of internationalization of independent brands has accelerated significantly, China's (independent) brand share of overseas markets will reach about 15%.

1. China's new energy automobile export quantity and quality. 2022, China's new energy automobile exports exceeded 670,000 units, doubling growth. The growth in quantity has led to the improvement of quality, presenting the three characteristics of high-end export models, diversification of export objects and export industry chain.

2. In 2030, the overseas market share of China's self-branded automobiles will reach 15%. It is expected that by 2030, the overseas sales of Chinese brands will be about 8 million units, accounting for about 15% of the overseas market. Among them, about 3 million units will be produced domestically and exported overseas.

3. The internationalization of China's automobile still faces some problems. For example, the upstream core resources such as batteries, core raw materials, high-end chips and other key core technologies, independent control issues, logistics security issues, geopolitical risk prevention issues, export enterprises, industry self-regulation issues. It is suggested that the relevant government departments should further clarify the overseas export strategy, guide the globalization of key technologies of new energy intelligent connected vehicles to acquire and layout, and realize the globalization and high-quality development of China's automobile industry.