本文以2020年我国新能源汽车市场发展的基础数据为依据,对我国新能源汽车企业竞争力的总体水平和不同企业间竞争力的强弱水平进行评价。结果表明,2020年我国新能源汽车企业克服新冠肺炎疫情的不利影响,企业综合竞争力显示出较强韧性。从企业综合指数来看,2020年新能源汽车企业整体竞争力恢复到较高水平。新能源乘用车企业克服新冠肺炎疫情的影响,综合竞争力恢复到较高水平;而客车企业综合指数则下滑较为严重,发展持续放缓。从市场格局来看,2020年市场发生调整,竞争日益激烈:新能源乘用车企业竞争力格局发生根本变化,逐步演化为上汽集团、特斯拉、比亚迪“三强”鼎力;新能源客车企业竞争力格局依然保持着“一超”与“多强”格局,产业集中度进一步提升。进入21世纪20年代,新能源汽车市场将迎来百年汽车发展史的未有之大变局,新能源汽车企业竞争版图的“新进入者”是否会给21世纪初新能源汽车市场的“不变”格局带来新的气象,将是未来市场变动的潜在变量。
Based on the basic data about the development of China’s new energy vehicle market in 2020,this article evaluates the overall level of competitiveness of Chinese new energy vehicle companies and the level of competitiveness among different companies. The results show that China’s new energy vehicle companies overcame the adverse effects of the COVID-19 Epidemic and their comprehensive competitiveness showed strong resilience in 2020. From the perspective of the corporate composite index,the overall competitiveness of new energy vehicle companies returned to a relatively high level in 2020. New energy passenger vehicle companies overcame the impact of the COVID-19 Epidemic and their comprehensive competitiveness returned to a higher level;while the comprehensive index of passenger vehicle companies declined severely and the development continued to slow down. In 2020,the market has been adjusted and the competition has become increasingly fierce:the competitive pattern of new energy passenger car enterprises has undergone fundamental changes and gradually evolved into the “three powerful” pattern of SAIC,Tesla and BYD. The competitiveness pattern of new energy bus companies still maintains the pattern of “one-super” and “multiple power” industrial concentration has been further enhanced. Since we enter to the 2020s,the new energy vehicle market will usher in an unprecedented change in the history of automobile development in a century. Whether the “new entrants” in the competitive landscape of new energy vehicle companies will bring new atmosphere to the “unchanged” pattern of the new energy vehicle market in 2010s?It will be a potential variable creating market changes in future.