Hong Kong Industrialist Jan-Mar 2021

DEPUTY CHAIRMEN’S VIEWS 宏勢微觀 H 2 T he Mainland authorities recently launched several measures to facilitate the development of the new energy automobiles (NEAs) industry. Firstly, the State Council issued the “Planning for the Development of the New Energy Automobile Industry (2021-2035)”, which stated a number of developing goals of the NEAs industry, including focusing on core technologies such as automotive chips and hydrogen energy storage, encouraging cross-sector cooperations for constructing the eco-system of the NEAs industry, improving relevant infrastructures and taxation policies, etc. Besides, China Banking and Insurance Regulatory Commission issued a notice on improving the financing of the auto finance industry by allowing them to issue tier-2 capital bonds between banks and reducing their provision coverage. We believe the above- mentioned measures will greatly uplift the level of the NEAs industry and improve the supporting facilities of using NEAs, as well as indirectly increasing consumers’ purchasing power. As the environmental awareness in the Mainland keeps growing, NEAs will be more attractive to consumers. Hong Kong companies will unlock more business potentials if they tap into the NEA-related supply chain. 內 地政府近日接連推出措施促進新能源汽車產業發展。首先，國務院發表《新能源汽車產業發展規劃 （2021—2035年）》，列出多個新能源汽車的具體發展目標，例如：專注發展車規級晶片及氫能儲運 等核心技術、鼓勵跨界合作以構建產業生態，以及完善相關的基礎設施及稅務優惠政策等。隨後中國銀行 保險監督管理委員會發出通知，透過允許汽車金融公司在銀行間發行二級資本債券和降低其撥備覆蓋率， 改善汽車金融業的融資狀況。我們認為上述措施不但大幅改善新能源汽車產業水平和使用新能源汽車的 周邊配套，更有助間接提高消費者購買力。內地社會環保意識不斷提高，新能源汽車將更受歡迎。港商若將 業務拓展至相關供應鏈，定能抓住更多機遇。 陳偉聰 Ricky Chan New Measures Fuels the Mainland’s NEAs Industry 新措施起動內地新能源汽車產業 12 | 1-3/2021