
Image source: Xinhua News Agency
According to CCTV news, eight departments, including the Ministry of Industry and Information Technology, officially issued the "Notice on Launching the First Pilot Area of Fully Electrified Vehicles in the Public Sector" on the 13th.
After research, 15 cities including Beijing, Shenzhen, Chongqing, Chengdu, Zhengzhou, Ningbo, Xiamen, Jinan, Shijiazhuang, Tangshan, Liuzhou, Haikou, Changchun, Yinchuan and Erdos were identified as the pilot cities, and a number of experiences and models that can be replicated and popularized were encouraged to be explored, which will play an exemplary role in the comprehensive market-oriented expansion of new energy vehicles and the construction of green and low-carbon transportation systems.
The notice specifies three main objectives: the level of vehicle electrification is greatly improved, the service system for charging and replacing electricity is strongly guaranteed, and new technologies and new models are innovatively applied, as well as four key tasks: improving the level of vehicle electrification, promoting the innovative application of new technologies, improving the infrastructure for charging and replacing electricity, and improving policies and management systems.
In terms of expected targets, new energy vehicles will be promoted in the fields of official vehicles, city buses, sanitation vehicles, taxis, postal express vehicles, urban logistics distribution vehicles, airport vehicles, heavy trucks in specific scenes, etc., with a promotion number of 600,000 vehicles; 700,000 charging piles and 7800 power stations will be built. The pilot content includes charging and replacing electricity, vehicle-network interaction, integration of optical storage, charging and discharging, virtual power plant, green electricity trading and so on.
Interpretation:Judging from the first batch of shortlisted cities, the types are very diverse, ranging from "spire" cities such as Beijing, Shenzhen, Chongqing and Chengdu to ordinary prefecture-level cities such as Tangshan, Liuzhou and Ordos.
In fact, giving different cities the opportunity to participate extensively is one of the main considerations in the pilot work. At the beginning of this year, eight departments, including the Ministry of Industry and Information Technology, issued the "Notice on Organizing the Pilot Work of Fully Electrified Vehicles in the Public Sector", which comprehensively considered the economic development level of various provinces and cities, the industrial base of new energy vehicles, the promotion and application situation and other factors, and divided the pilot areas into three categories, and the vehicle promotion objectives of pilot cities in different regions were also different.
In contrast, Beijing, Shenzhen, Chongqing, Chengdu and Zhengzhou belong to the first category, and the goal is to promote the number (standard car conversion, the same below) to reach 100,000; Ningbo, Xiamen, Jinan, Shijiazhuang and Tangshan belong to the second category, and the promotion number will strive to reach 60,000 vehicles; Liuzhou, Haikou, Changchun, Yinchuan and Ordos belong to the third category, and the promotion number will strive to reach 20,000 vehicles.
It is worth mentioning that among the first shortlisted cities, there are 7 southern cities and 8 northern cities. Behind this, there are actually considerations to solve the problem of promoting new energy vehicles in the northern region. At the the State Council policy briefing held in June, Xin Guobin, Vice Minister of the Ministry of Industry and Information Technology, said that while the new energy vehicle market in China is growing rapidly, there are still problems of imbalance and inadequacy.
Geographically, due to factors such as low-temperature adaptability of power batteries and insufficient charging and replacing facilities, the promotion and application of new energy vehicles in Northeast China and Northwest China are relatively backward, and the number of new energy vehicles in the three northeastern provinces and five northwestern provinces is less than 5% of the national total.
From the model, the sales growth of new energy commercial vehicles is obviously slower than that of passenger cars. In 2022, new energy commercial vehicles only accounted for 10.2% of the total sales of commercial vehicles, of which medium and heavy trucks accounted for only 2.7%.
With the opening of this pilot, it will bring new development opportunities to China’s new energy vehicle market, and it is also expected to open a huge blue ocean of growth. According to some calculations, the promotion of new energy vehicles alone is expected to bring hundreds of billions of market space, which does not include the investment increment of charging piles and power stations. For cities, when the demand side is activated, it is also expected to bring new opportunities to the supply side.
# Trend
Shanghai promotes cross-border RMB settlement of "Silk Road E-commerce"
The Information Office of the Shanghai Municipal Government held a press conference on the 14th to introduce the "Proposal on Establishing a Pilot Area for Silk Road E-commerce Cooperation in Shanghai". According to reports, Shanghai will take the lead in carrying out innovative exploration pilots in the pioneering area, put forward more practical opening measures, and accelerate the construction of the digital trading system framework and infrastructure system. Among them, to expand the opening of e-commerce, Shanghai will expand international data services, implement high-standard trade facilitation measures, promote the application of international standards for electronic documents, explore cross-border interoperability of digital identity and electronic authentication, expand cross-border e-commerce imports, promote the innovative development of cross-border e-commerce exports, and promote cross-border RMB settlement of "Silk Road e-commerce".
Hubei accelerates the cultivation and development of artificial intelligence industry
Hubei Daily News, on November 13th, the Information Office of Hubei Provincial Government held a press conference to introduce the "artificial intelligence industry chain". It was revealed at the meeting that Hubei will accelerate the whole chain connection, the whole process integration and the participation of all factors in the artificial intelligence industry chain, and strive that by 2025, the scale of the artificial intelligence industry in the province will exceed 150 billion yuan, and the overall technology and industrial development level of artificial intelligence will enter the first phalanx in the country.
Yunnan set up a round table mechanism to promote the development of private enterprises and the communication between government and enterprises
The General Office of the Yunnan Provincial Government recently issued a notice and decided to establish a round table mechanism for promoting the development of private enterprises in Yunnan Province. Job responsibilities include: strengthening the normal communication with private enterprises and business associations, listening carefully to the opinions and suggestions of attracting private enterprises, and timely solving the difficulties and problems reflected by private enterprises involving the powers of relevant departments and units directly under the province. Regularly carry out policy propaganda and interpretation, improve the pertinence and effectiveness of policies, ensure that all kinds of policies benefit business entities, strengthen positive guidance, and boost the confidence of private enterprises in development. Strengthen the information sharing and coordination of relevant departments and units directly under the province, solidify effective measures, sum up and popularize advanced experience, and promote the high-quality development of the private economy.
The hydropower station with the largest installed capacity under construction in the Yellow River Basin is impounded.
According to CCTV news, on November 14th, Qinghai Maerdang Hydropower Station, a national key energy project, officially shut down the floodgates to store water, marking that the power station officially entered the sprint stage before the first unit was put into production. Ma ‘erdang Hydropower Station is located on the main stream of the Yellow River upstream of Laga Town, Maqin County, Golog Tibetan Autonomous Prefecture, Qinghai Province, with an average elevation of 3,300 meters and a total installed capacity of 2.32 million kilowatts. It is the hydropower station with the highest elevation and the largest installed capacity under construction in the Yellow River Basin. After the Mardang Hydropower Station is fully put into operation, the average annual power generation will reach 7.3 billion kWh, which is equivalent to saving about 2.2 million tons of standard coal every year, and will provide clean energy for Qinghai Province and the eastern region.
List of national-level 5G factories, Suzhou ranks first.
According to the Suzhou Municipal Bureau of Industry and Information Technology, on November 12, the Ministry of Industry and Information Technology announced the 2023 5G Factory Directory, and it is planned to approve 300 5G factory projects to enter the 2023 5G Factory Directory. 44 5G factory projects in Suzhou were selected, involving 14 industries (national economy categories) such as computer, communication and other electronic equipment manufacturing, general equipment manufacturing, automobile manufacturing and textile industry, ranking first in the country, accounting for nearly half of Jiangsu Province.
# Sound
Minister of Finance Lan Foan: It is expected that China’s economy will maintain a good recovery trend in the fourth quarter.
According to the website of the Ministry of Finance, from November 12th to 13th, the 30th APEC Finance Ministers’ Meeting was held in San Francisco, USA. The meeting mainly discussed the global and regional economic and financial situation, modern supply-side economics, sustainable finance, digital assets and other issues.
Minister of Finance Lan Foan attended the meeting and delivered a speech. He said that since the beginning of this year, China’s economy has continued to pick up, especially since the third quarter, with more positive changes and increasing endogenous power. It is expected that China’s economy will keep picking up in the fourth quarter. China is still an important engine for the steady growth of the world economy.
Lan Foan said that promoting supply-side structural reform is the only way to achieve high-quality development. China will actively promote the eight actions of building the "Belt and Road" with high quality, support the Asia-Pacific economies to deepen supply-side reforms, accelerate the modernization process, and provide new impetus for global common development.
# Number reading
China’s household photovoltaic installed capacity exceeded 100 million kilowatts.
According to the data released by the National Energy Administration on the 14th, as of the end of September this year, the cumulative installed capacity of household distributed photovoltaics in China exceeded 100 million kilowatts, reaching 105 million kilowatts, boosting the total installed capacity of photovoltaic power generation in China to over 500 million kilowatts, reaching 520 million kilowatts. According to statistics, at present, the cumulative number of household distributed photovoltaic installations in rural areas in China has exceeded 5 million, driving effective investment to exceed 500 billion yuan.
From January to September this year, the installed capacity of household distributed photovoltaic in China was 32.977 million kilowatts, accounting for about half of the installed capacity of distributed photovoltaic, more than a quarter of the total installed capacity of photovoltaic in China, and 1.3 times of the installed capacity of household photovoltaic last year (25.25 million kilowatts). In terms of regional distribution, as of the end of September this year, the cumulative installed capacity of household distributed photovoltaics in Shandong, Henan and Hebei ranked the top three in China, with installed capacity of 24.48 million kilowatts, 20.84 million kilowatts and 16.66 million kilowatts respectively, totaling 61.98 million kilowatts, accounting for about 60% of the country.
# Post the list
China’s richest woman changed.
On November 14th, Hurun Research Institute released the 2023 Hurun Women Entrepreneurs List, listing the top 50 women entrepreneurs in this year’s Hurun Report. According to the list, Kuang Xiaoqing, wife of Sun Hung Kai founder Guo Desheng, became the richest woman in China for the first time with a wealth of 72 billion yuan. Wu Yajun, Longhu, was the richest woman from scratch in China for 66.5 billion yuan.
According to the list, Kuang Xiaoqing became the richest woman in China for the first time, mainly benefiting from the rise of the dollar exchange rate this year and the company’s dividends. Kuang Xiaoqing became the sixth richest woman in China in the past 18 years in Hurun’s list of women entrepreneurs. The top five were Zhang Yin (three times), Yang Huiyan (ten times), Wu Yajun (twice), Zhou Qunfei (once) and Chen Lihua (once).

In addition, Yang Huiyan, the richest woman in Country Garden last year, lost the most money (27 billion yuan), ranking fifth with 48 billion yuan. Wang Laichun, 56, from Luxshare (with a wealth of 53 billion yuan) and Zhou Qunfei, 53, from Lansi Technology (with a wealth of 42 billion yuan) are among the top ten, and their biggest customers are both Apple.

In terms of cities, Beijing is still the city where the most female entrepreneurs live, with seven, one less than last year; Shenzhen and Hong Kong tied for second place, with four each, also one less than last year; Foshan and Hangzhou tied for fourth place with three each. A total of 16 people live in Guangdong-Hong Kong-Macao Greater Bay Area.
# Personnel
Two provincial and ministerial officials took up their posts.
Official website of the Ministry of Culture and Tourism recently updated that Sun Yeli, Vice Minister of Publicity Department of the Communist Party of China and Director of the State Council Press Office, has also served as Party Secretary of the Ministry of Culture and Tourism. Prior to this, Hu Heping, member of the 20th Central Committee and vice minister in charge of daily work in Publicity Department of the Communist Party of China, also served as the Minister of Culture and Tourism and Party Secretary.
According to the website of Hunan Provincial Government, Zhang Yingchun has been appointed as the executive vice governor of Hunan Province. Li Dianxun, the former executive vice governor of Hunan Province, became the deputy secretary of Hunan Provincial Committee in September this year.