本文全面总结了2020年新能源乘用车、客车和货车行业发展特征,并对产业发展趋势进行探讨。总体来看,2020年我国新能源汽车产业受到疫情冲击,但优质产品涌现、电动化技术进步以及智能化水平提升,为产业发展带来了新动能。当前,乘用车行业格局发生调整,新技术快速普及应用;客车行业两极分化显著,自动驾驶开启商业化运营;货车行业转型速度相对滞后,换电、燃料电池汽车产品开始商业化;关键零部件和核心技术自主掌控能力不足。在“三化”融合发展趋势下,新能源汽车行业格局将由以整车制造企业为核心,逐渐向汽车、信息通信、互联网、出行等领域企业同台竞争与合作共赢的趋势转变。
This article comprehensively summarizes the development features of new energy passenger vehicle,bus and truck industry in 2020 and discusses about the industrial development trends. Overall,China’s new energy vehicle industry was impacted by COVID-19 Epidemic in 2020,but the emergence of high-quality products,advancement of electrification technologies and improvement of intelligent level also brought new driving force for industrial development. At present,the pattern of passenger vehicle industry is adjusted and new technologies are rapidly spread and applied;polarization is remarkable in the bus industry and commercial operation is initialized for automatic driving;transformation in the truck industry is promoted at a low speed and commercialization is started in the field of battery swapping and fuel cell products;key components and core technologies are under poor independent control. Under the “intellectualization,electrification and networking” integration development trends,the pattern of new energy vehicle industry will be gradually changed from the trend of taking vehicle manufacturers as the core into the trend of achieving competition,cooperation and win-win among enterprises in the fields of automobiles,information communications,Internet,mobility and others.