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    2019年中国新能源汽车行业发展综述

    摘要

    2019年中国新能源汽车产业遭遇消费下滑、政策退坡、产品竞争力不足、使用环境不完善等多重问题,行业结束持续了近十年的高速增长,并暂时进入调整阶段。企业方面,传统中资企业遭遇“滑铁卢”,全年销量大幅低于预期,造车新势力陷入融资难困境,但以特斯拉为代表的跨国车企迎来爆发式发展。技术方面,整车能耗、电池系统能量密度、续驶里程等指标继续稳步提升,智能化技术得到更广泛应用。总体来看,我国新能源汽车产业起步较早、规模较大,在关键零部件产业布局、整车集成开发、公共领域推广等部分领域取得了先发优势,但行业整体竞争力较美日等发达国家仍有一定差距。在中美贸易摩擦、新冠肺炎疫情、逆全球化等多重因素影响下,行业格局正面临重构,建议企业把握新能源汽车发展新趋势,充分利用“互联网+”技术,实现产品生产、销售、服务转型发展。

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    Abstract

    In 2019,Chinese NEV industry encountered multiple problems such as declining consumption,policy decline,insufficient product competitiveness,unsound using environment etc. The nearly 10-year high-speed growth in the industry was shifted into the phase of temporary restructuring. Regarding the OEMs,traditional Chinese OEMs met their Waterloo,and the annual sales volume was far below the expectation. Emerging EV makers fell into financial predicament but multinational EV makers represented by Tesla realized explosive growth. In terms of technology,indicators like vehicle energy consumption,battery power density,range kept increasing,and intelligent technologies were applied more widely. On the whole,Chinese NEV industry started early,featured large scale and acquired preemptive advantages in fields like industrial layout of key components,integrated vehicle development,public domain promotion and so on. However,the overall industrial competitiveness still lagged behind the development countries like USA and Japan. Under the influence of multiple factors such as Sino-American trade friction,COVID-19,anti-globalization,the NEV industry is experiencing the reshuffle. The book advises OEMs should grasp the situation in the new stage of NEV development,fully utilize the mode of internet + technology and eventually realize the transforming of production,sales and service.

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    作者简介
    周玮:周玮,硕士,工程师,中汽中心中国汽车战略与政策研究中心。
    杨家骐:杨家骐,硕士,工程师,中汽中心中国汽车战略与政策研究中心。
    吴征:
    王旭:王旭,硕士,高级工程师,中汽中心天津清源汽车副总经理。
    李鲁苗:李鲁苗,硕士,工程师,中汽中心中国汽车战略与政策研究中心。
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