2020年我国新能源汽车市场呈现前低后高走势，全年销量实现136.7万辆，同比增长10.9%，产销规模自2015年起连续六年居世界首位，但全球销量占比由2019年的53%大幅下降至42%。从车型结构来看，新能源乘用车高低两端车型热销带动市场增长、客车规模持续萎缩、货车仍以轻型物流车为主。从动力类型来看，纯电动车型仍占据我国新能源汽车市场主导地位，插电式混合动力车型主要集中在乘用车领域，燃料电池车型以商用车为主。从领域分布来看，2020年我国新能源汽车市场结构不断优化，消费市场逐步下沉，私人消费占比明显提升。预计随着多项政策延续和优质产品投放，2021年新能源汽车整体规模有望大幅增长，私人消费市场进一步打开，公共领域电动化进程提速。
In 2020，China’s new energy vehicle market presented the trend from low to high sales. The annual sales achieved 1.367 million vehicles，with an increase of 10.9% year-on-year. The production and sales scale in China ranked the first in the world for six consecutive years since 2015，but the global sales sharply fell to 42% in 2020 from 53% in 2019. From the perspective of model structure，the hot-selling models of new energy passenger vehicles have driven market growth，the scale of buses continues to decrease，and trucks are still dominated by light logistics vehicles. From the perspective of power type，pure electric model still occupies the dominant position in China’s new energy vehicle market，plug-in hybrid vehicle models are mainly concentrated in the field of passenger vehicles and the fuel cell vehicle models are mainly commercial vehicles. From the perspective of field distribution，the structure of China’s new energy vehicle market was continuously optimized，consumer market gradually sank and the proportion of private consumption was significantly improved in 2020. It is expected that the overall size of new energy vehicles in 2021 will grow sharply，private consumption market will be further opened and electrification process in the public domain will be accelerated with continuation of many policies and delivery of high-quality products.
