Guide|Language
2020/12/05
Asia’s Japan, China and South Korea have successively announced firm targets to reduce carbon emissions. At the same time, parts of Germany, Norway, the United States and Canada have also implemented or planned to implement conventional fuel vehicles Sales restrictions.
article, North Shore
editor, Xiaodingdong
comprehensive extranet report, Japan has decided to follow the pace of most European countries and regions, and plans to ban the sale of traditional fuel vehicles before 2035 and completely switch to hybrid or pure electric vehicles. Just in October of this year, Japanese Prime Minister Yoshihide Suga made a promise that by 2050, Japan would reduce its carbon emissions to zero. This move made Japan the second G7 (Group of Seven) to announce the phase-out of gasoline and diesel vehicles. Deadline country.
The chief spokesperson of the Japanese government, Katsunobu Kato, said at a press conference this Thursday that the Ministry of Industry will formulate a plan to phase out traditional fuel vehicles before the end of the year. After final discussions by the expert group, the specific decision details will be announced. . From the above information, it can be seen that the Japanese government's intervention in carbon emissions is a foregone conclusion, which has also intensified the competition among automakers around new electrification technologies and products.
The statement of the Japanese government also means that Japanese automakers, especially Toyota and other large car companies with more R&D resources, will have more technology and R&D space in terms of electrification transformation in the future, and the competition of related models will also In the new round of competition, it is becoming more and more intense. Up to now, automobiles account for nearly 20% of Japan's carbon dioxide (CO2) emissions, and are the country's top priority in addressing carbon emissions. According to Japanese media reports, the Ministry of Economy, Trade and Industry of Japan is discussing a plan to introduce a greenhouse gas emission quota trading system, which may be confirmed in the second half of this year at the earliest, in order to force manufacturers to set a higher percentage of electrified vehicle sales ratio targets . If some car companies cannot meet the expected carbon emission standards, they may make up for it by purchasing credits from companies that have completed their emission targets.
Japan’s upcoming new policy is inspired by California, USA. There, car companies that do not sell electrified models will purchase emission credits from companies that have completed the target. Those who fail to achieve the target will face fines. In the case of Tesla, the sale of carbon emission allowances has become one of the company's largest sources of revenue, and it was included in sales profits of US$397 million during the period from July to September this year.
Nissan’s chief operating officer Gupta told Reuters in October that the company plans to respond to the UK’s accelerated phase-out of gasoline and diesel-powered models, which is also part of the global trend. Just a month ago, the UK decided to advance the phase-out of gasoline and diesel versions by five years, which is 2030.
Boston Consulting Group (Boston Consulting Group, referred to as BCG) stated in a report on the prospects of electric vehicles that by 2030, the share of electric vehicles in Japan is expected to rise to 55%. BCG said in the report that from a global perspective, as the price of core components such as batteries has fallen faster than previously expected, the market share of electric vehicles will expand faster than previously expected.
In recent years, Japan, China and South Korea in Asia have successively announced firm targets to reduce carbon emissions. These national-level decisions have provided a driving force for companies and banks to promote emissions reductions to control global warming. At the same time, parts of Germany, Norway, the United States and Canada have also implemented or planned to impose sales restrictions on traditional fuel vehicles.
Mitsubishi Motors is the first car manufacturer in Japan to express its views on the latest government decision. The company’s CEO Takao Kato said to foreign media on the 4th of this month that in view of the government’s insistence on zero carbon emissions and the acceleration of the elimination of traditional fuel vehicles In related decisions, Mitsubishi will continue to adhere to the technological alliance with its two allies, Nissan and Renault, and seek the next stage of market survival based on the sharing of technological assets.
Kato Takao said that in order to cope with the Japanese government's stringent environmental regulations during the day, they will use the electrification technology within the alliance as planned to integrate more internal resources, and in the future will face the more severe market test with the attitude of reporting to the group.
According to Mitsubishi Motors’ plan, the company will bring electric vehicles to the world by 2030.The proportion of sales has increased to 50%, and the PHV route is positioned as the center of electrification transformation.
Prior to this, the major Japanese automakers have also proposed a sales policy for the transformation of electrification. Take Nissan as an example, they have increased the proportion of domestic sales of electrified models in 2023 from about 30% to 60%. Honda hopes to realize that two-thirds of the global sales of models are electrified products around 2030.
Of course, as automakers have set stricter electrification transformation deadlines, Japan’s parts supply network is also in urgent need of structural transformation; and according to the calculations of the Japan Automobile Manufacturers Association, the current number of people engaged in automobile-related jobs accounts for all employment in Japan. 8% of the population is 5.42 million people. However, in the future, the number of parts and components of electrified vehicles will only account for about half of traditional fuel vehicles. Therefore, the transformation of electrification will not only shake the operation of component manufacturers, but also affect the employment of the entire automotive industry chain in the long run.
｜ Zhang Jie｜
A taster who doesn't love cars is not a good reporter.
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