2020年中国新能源乘用车市场发展特点及趋势展望

Development Characteristics and Trend outlook of China's New Energy Passenger Vehicle Market in 2020

在新冠肺炎疫情、补贴退坡等影响下,我国新能源乘用车市场发展不及预期,随着国内疫情逐步缓解、各地促消费政策的持续发力、新能源汽车下乡政策以及部分全新车型上市等因素的影响,新能源乘用车市场逐步回暖;与此同时,在新形势下我国新能源乘用车市场也呈现出合资(含独资)品牌车型市场份额升高、四线及以下城市占比提升、个人购车总量实现同比正增长、新能源造车新势力整体上升势头明显等新特点。在《积分办法》、各类促消费政策以及充电基础设施建设加快等推动下,预计2020年我国新能源乘用车仍将保持相对稳定的市场规模,长期来看,我国新能源汽车产业发展持续向好的趋势未发生变化。

Under the influence of the COVID-19 and subsidy decline,the development of our country's new energy passenger vehicle market has fallen short of expectations.Due to factors such as vehicle launches,the gradual easing of the domestic epidemic,the continuous development of consumption promotion policies in various regions,and the policy of new energy vehicles to the countryside,the new energy passenger vehicle market is gradually picking up;at the same time,under the new situation,the new energy passenger vehicle market in our country also shows an increase in the market share of joint venture(including wholly-owned)brand models,the proportion of market share in the fourth-tier cities and below has increased,the total number of individual car purchases has achieved positive year-on-year growth,and the overall upward trend of new energy vehicle manufacturing forces is obvious.Driven by the“Passenger Cars Corporate Average Fuel Consumption and New Energy Vehicles Credit Regulation”,various consumption promotion policies and the acceleration of charging infrastructure construction,it is expected that new energy passenger vehicles in our country will maintain a relatively stable market scale in 2020.In the long run,the new energy vehicle industry in our country will continue to develop,and the upward trend has not changed.