新能源汽车新时代新征程:2017回顾及未来展望  

New Energy Vehicle New Era and New Expedition:2017 Review and Future Outlooks

作　　者：李文策 白雪[1] 齐亮[2] 张祥[1] 冉纯嘉 LI Wence1, BAI Xue1, QI Liang2, ZHANG Xiang1, RAN Chunjia1(1. Sustainable Development Research Institute for Economy and Society of Beijing, Collaborative Innovation Center of Electric Vehicles in Beijing, Beijing Key Laboratory of Energy Economics and Environmental Management, School of Management and Economics, Beijing Institute of Technology, Beijing 100081, China; 2. Data Resource Center, China Automotive Technology ＆ Research Center, Tianjin 300300, Chin)

机构地区：[1]北京理工大学管理与经济学院能源经济与环境管理北京重点实验室北京电动车辆协同创新中心北京经济社会可持续发展研究基地,北京100081 [2]中国汽车技术研究中心数据资源中心,天津300300

出　　处：《北京理工大学学报（社会科学版）》2018年第2期1-7,共7页Journal of Beijing Institute of Technology：Social Sciences Edition

基　　金：国家自然科学基金资助项目(71372018;71521002);北京市社科基金研究基地重点项目资助(15JDJGA021)

摘　　要：随着补贴退坡和双积分等重要政策接连出台,中国新能源汽车发展进入新时代。2017年,私人购买量大幅上升到41%,汽车动力电池行业集中度上升,三元电池装机占比显著增加到44%,车桩比有所下降。双积分政策在2017年正式出台,加上国家和地方补贴的进一步退坡,新能源汽车产业加速从政策驱动过渡为市场驱动阶段。但私人消费需求还有待进一步激发,电池等关键零部件的核心技术仍需突破,充电设施的建设与运营面临挑战。双积分和补贴退坡等重要政策实施后,中国汽车行业格局将发生深刻变化。从政策支持与行业发展来看,燃料电池汽车及电动汽车智能化融合发展将是今后重要的发展方向。We point out that the development of the Chinese new energy vehicle（NEV） industry enters into a new era. In 2017,private purchase of NEVs reached 41%,a large increase in comparison with previous years. The market concentration in vehicle power battery industry continuously rose. The share of installed ternary batteries reached 44%,ranking the second place in all installed vehicle batteries. Every one charger needs to serve more than three EVs. The double credit-score policy was officially promulgated and subsidies are phased out at a higher rate. The Chinese NEV industry is experiencing transition from policy-oriented development to market-driven development. Challenges are obvious. The private market demand needs further stimulation; the battery and other core technologies of key components need breakthrough; and construction and operation of charging facilities need improved. The implementation of the double credit-score program and subsidies phase-out policies will fundamentally change the Chinese automotive industry. Fuel cell vehicles and smart cars are the important future direction.

关 键 词：新能源汽车 动力电池 汽车充电设施 新能源汽车产业扶持政策 

分 类 号：F426[经济管理—产业经济]