2020年,面对全球经济下行、新冠肺炎疫情等多重不利因素影响,主要国家供需两端政策持续发力,跨国企业纷纷加快产品投放,全球新能源汽车市场逆势增长,产业总体呈现快速发展态势。欧洲市场销量跃升至140.3万辆,成为全球主要增量市场,中国市场呈前低后高走势,全年销量达136.7万辆,连续六年居世界单一市场首位。全球产业格局持续调整,供应链格局发生深刻变化,电动化转型和区域供应链建设提速,亚太、欧洲、北美三大供应链集群格局初显。芯片供应问题愈发严峻,车企掀起“造芯热”。我国充电基础设施数量继续增长,商业模式和创新应用深入开展。我国远期定方向、近期促消费的政策环境持续优化,多重因素综合作用下,我国新能源汽车产业竞争力逐年提高,2020年综合竞争力排名位居第三。展望未来,碳中和、跨界造车、融合发展等都将深刻影响新能源汽车产业发展,建议尽快完善未来的政策体系,强化政策的引导和保障作用。
In 2020,under the exposure to multiple unfavorable factors such as global economic downturn and COVID-19 Epidemic,major countries have continued to enhance the policies on both supply and demand ends,multinational companies have accelerated product delivery,so the global new energy vehicle market bucks fears of slowdown and the industry is under rapid development overall. The sales in the European market have jumped to 1.40 million vehicles and the European market becomes the world’s major incremental market;the Chinese market has a trend from low to high sales,the annual sales reached 1.37 million vehicles and China has become the first in the world’s single market for six consecutive years. The global industrial pattern is continuously adjusted,the supply chain pattern has a deep change,the electric transformation and regional supply chain construction are accelerated. In this context,three supply chain clusters are initially formed in Asia Pacific,Europe and North America. The problem of chip supply is more severe,while vehicle manufacturers create a “core-manufacturing craze”. The number of charging infrastructure in China continues to grow,business models and innovative applications are intensively developed. Under the combined action of long-term development orientation,short-term consumption promotion,continuous optimization of policy environment and other factors,China’s competitiveness in new energy industry has increased year by year and China ranked the third in terms of the integrated competitive in 2020. Looking forward to the future,carbon neutrality,cross-boundary car manufacturing and integration development etc. will profoundly affect the development of new energy vehicle industry. It is recommended to improve the future policy system and strengthen the guidance and support of policy as soon as possible.