碳中和目标下传统车企发展趋势分析

Analysis on the Development Trend of Traditional Car Companies under the Carbon Neutrality Goal

在国家的“碳达峰、碳中和”宏伟目标下,汽车产业的发展将加速进人到前所未有的产业重构新时代。截至2020年,全国汽车保有量达到3.72亿辆,其中乘用车2.81亿辆,至2050年我国汽车保有量将保持增长态势,而汽车尾气排放为温室效应的主要缔造者之一,因此汽车产业面临较高的碳减排压力,汽车产业的去碳化将在碳中和中扮演着一个重要角色,传统汽车的绿色转型,对环境的改善具有重要的意义,文中主要分析“双碳目标”下传统汽车主机厂的发展趋势。

Under the national goal of"carbon peaking and carbon neutrality",the development of the automobile industry will accelerate into an unprecedented new era of industrial restructuring.As of 2020,the national car ownership will reach372 million,of which 281 million are passenger cars.By 2050,China’s car ownership will maintain a growth trend.As one of the main creators of the greenhouse effect,the automobile industry is faced with high carbon emission reduction pressure,the decarbonization of the automobile industry will play an important role in carbon neutralization,and the green transformation of traditional automobiles will play an important role in the improvement of the environment.This paper mainly analyzes the development trend of traditional auto OEMs under the"dual carbon goal".