中國的電動車市場分析・預測：新能源汽車（HEV・PHEV・BEV・EV電池・充電基礎設備）

中國全球最大的汽車市場、勞動成本及量產技術及能源儲藏產品的經驗上的優點來看、汽車出口國上為重要的地位。中國政府為國內外汽車市場的成長、汽車的電氣化為此政府的New Energy Vehicle Industry Development Plan（新能源車發展計畫）的中心定位、國家及地區等級中充電式電動車（PEV）購買時之獎勵。為取得此具有龐大潛力市場的連結、全球的汽車企業中具有很多的合作及合資企業成為中國企業。

本報告書內容包括:中國的各種電動車（HEV・PHEV・BEV）及電池・充電基礎設備的市場調查分析、中國市場的背景、中國的EV市場發展推移、EV的需求推動因素和障礙、消費者趨勢、中國的EV相關規格、產品技術的趨勢、充電基礎設備及電池技術的發展趨勢、各種產品的銷售台數展望、主要企業的介紹等彙整、內容綱要摘記如下:

第1章 實施摘要

第2章 市場概要

• 市場的定義・調查對策
  • 市場的定義
• 中國的EV市場環境
  • 強大的經濟・可處分所得的成長
  • 碳排放削減
  • 汽車市場的急速發展
• 中國的EV市場歷史
  • 最近的進步
• 中國的PEV製造業者
• 汽車廠商的佔有率：2011年
• PEV/HEV市場的概要
  • 中型/重型清潔柴油車
  • 巴士
    • 示範計畫

第3章 需求牽動因素

• EV市場的成長推動因素
  • 消費者需求
  • 中國的EV開發策略
  • 都市的排放量
  • 個人財富的擴大
• EV市場的障礙

第4章 市場課題

• 消費者的主要優先項目
  • 燃料價格的替代能源汽車之影響
• 消費者的EV認識
• 1天的運轉範圍之限制
• EV價格競爭
• EV所有的追加成本

第5章 技術課題

• 中國的EV規格
• EV產品技術的狀況
  • 馬達和其他零件
• EV充電基礎設備
  • 充電技術的趨勢
  • EV充電基礎設備的狀況
  • 能源產業投資
    • 石油企業的投資
  • 其他的國有企業・民間企業的投資
  • 中國的充電器開發計畫和規格
  • 充電的商業模式
  • 充電價格和法律規範
  • 智慧型電網和EV充電
  • EV電池的交換
    • 電池交換和租賃的商業模式
• 中國的電池性能
  • 中國的EV電池市場
    • 中國的鋰離子電池市場的競爭
  • 中國的電池材料性能
  • 電池成本分析

第6章 主要企業

• 外資EV製造業者
  • General Motors Company
  • 本田
  • 日產
  • 豐田
  • Toyota Motor Corp.
• 國內EV製造業者
  • BYD Co. Ltd.
  • Chery Automobile Co., Ltd.
  • Chongqing Chang'an Automobile Co., Ltd.
  • FAW Group Corp.
  • Foton Motor Inc.
  • SAIC Motor Corp. Ltd.
• EV充電器製造業者
  • Better Place
  • NARI Technology Development Co. Ltd.
  • Shenzhen Auto Electric Power Plant Co., Ltd. (ATC)
  • Shenzhen Clou Electronics Technology Co., Ltd.
  • XJ Group Corp.
• EV電池製造業者
  • China BAK Battery, Inc. (BAK)
  • CITIC Guoan Mengguli Power Source Technology Co. Ltd. (MGL)
  • Tianjin Lishen Battery Joint Stock Co. Ltd. (Lishen)
  • Shanshan Group

第7章 市場預測

• 介紹
• PEV的銷售
• EV充電基礎設備
• 充電式電氣巴士
• 鋰離子電池

第8章 企業索引

第9章 用語

第10章 目錄

第11章 圖表

第12章 調查範圍・資訊來源・調查方法・備註

圖表

Abstract

China has become the world's largest automotive market, and the nation is well-positioned to become a significant exporter of vehicles due to favorable labor costs and experience in mass producing technology and energy storage products. The Chinese government has made vehicle electrification central to its aggressive New Energy Vehicle Industry Development Plan for growing the automotive market both domestically and internationally and has created many national and local incentives for plug-in electric vehicle (PEV) purchases. Global automotive players have formed an unprecedented number of partnerships and joint ventures with Chinese companies in order to gain access to this potentially massive market.

Government projects aimed at reducing greenhouse gas emissions in the major metropolitan areas are funding the installation of thousands of EV charging stations. The country also has one of the largest lithium deposits in the world, and therefore is likely to become a key competitor in the lithium ion (Li-ion) battery market. Despite these favorable conditions, PEV sales have been far below the government's goals, and international automakers have been slow to import Li-ion batteries from China due to concerns about quality.

This Pike Research report outlines the market opportunities and challenges for hybrid electric vehicles, plug-in hybrid electric vehicles, and battery electric vehicles in China, along with an examination of EV battery and charging infrastructure trends in the world's largest automotive market. The report analyzes government initiatives and policy trends, technology and standards issues, and key industry players in China. Detailed market forecasts for each vehicle category, as well as for EV batteries and EV supply equipment installations, extend through 2017.

Key Questions Addressed:

• How quickly will the market for plug-in electric vehicles grow in China?
• Who are the leading manufacturers of lithium ion batteries for automotive applications in China?
• What government policies will drive the demand for plug-in electric vehicles in China, and which cities will see the greatest penetration?
• What will be the market segmentation between residential, workplace, public, and private charging equipment in China?
• What percentage of the overall bus market will plug-in electric buses capture in China?
• What are the major international automotive partnerships that will impact electric vehicles in China?

Who needs this report?

• Auto manufacturers
• Component suppliers
• Battery manufacturers
• Bus manufacturers
• Electric vehicle charging equipment vendors and EV charging services companies
• Utilities
• Government agencies
• Industry associations
• Investor community

Table of Contents

1. Executive Summary

• 1.1 Strategic Development of China's Electric Vehicle Market
• 1.2 Electric Vehicles
  • 1.2.1 Policy and Technology Focus
  • 1.2.2 Product Development Focus
  • 1.2.3 Standards
  • 1.2.4 Market Development
• 1.3 Charging Infrastructure
• 1.4 EV Batteries
• 1.5 Market Forecast

2. Market Overview

• 2.1 Market Definition and Study Approach
  • 2.1.1 Market Definition
• 2.2 China's EV Market Environment
  • 2.2.1 Strong Economic and Disposable Income Growth
  • 2.2.2 Carbon Emissions Reduction
  • 2.2.3 Rapid Development of the Automobile Market
• 2.3 China's EV Market History
  • 2.3.1 Recent Progress
• 2.4 PEV Manufacturers in China
• 2.5 Automaker Market Share in 2011
• 2.6 PEV/HEV Market Overview
  • 2.6.1 Medium/Heavy Duty Trucks
  • 2.6.2 Buses
    • 2.6.2.1 Demonstration Programs

3. Demand Drivers

• 3.1 EV Market Drivers
  • 3.1.1 Consumer Demand
  • 3.1.2 China's EV Development Strategies
  • 3.1.3 Urban Emissions
  • 3.1.4 Increasing Individual Wealth
• 3.2 EV Market Barriers

4. Market Issues

• 4.1 Consumers' Top Priorities
  • 4.1.1 Fuel Prices Affect Alternative Energy Vehicles
• 4.2 Consumer Perception of EVs
• 4.3 Daily Driving Range Limitation
• 4.4 EV Price Competition
• 4.5 Additional Costs of EV Ownership

5. Technology Issues

• 5.1 China's EV Standards
• 5.2 EV Product Technology Status
  • 5.2.1 Motors and Other Parts in EVs
• 5.3 EV Charging Infrastructure
  • 5.3.1 Charging Technology Trends
  • 5.3.2 EV Charging Infrastructure Status
  • 5.3.3 Energy Industry Investment
    • 5.3.3.1 Oil Enterprise Investment
  • 5.3.4 Other State-Owned and Private Company Investment
  • 5.3.5 Charger Development Plans and Standards in China
  • 5.3.6 Business Models for Charging
  • 5.3.7 Charging Price and Regulation
  • 5.3.8 Smart Grid and EV Charging
  • 5.3.9 EV Battery Swapping
    • 5.3.9.1 Battery Swapping and Leasing Business Models
• 5.4 Battery Capability in China
  • 5.4.1 China's EV Battery Market
    • 5.4.1.1 Competition in Li-ion Battery Market in China
  • 5.4.2 Battery Materials Capability in China
  • 5.4.3 Battery Cost Analysis

6. Key Industry Players

• 6.1 Foreign EV Manufacturers
  • 6.1.1 General Motors Company
  • 6.1.2 Honda Motor Co., Ltd.
  • 6.1.3 Nissan Motor Co., Ltd.
  • 6.1.4 Toyota Motor Corp.
• 6.2 Domestic EV Manufacturers
• 6.3 BYD Co. Ltd.
  • 6.3.1 Chery Automobile Co., Ltd.
  • 6.3.2 Chongqing Chang'an Automobile Co., Ltd.
  • 6.3.3 FAW Group Corp.
  • 6.3.4 Foton Motor Inc.
  • 6.3.5 SAIC Motor Corp. Ltd.
• 6.4 EV Charging Manufacturers
  • 6.4.1 Better Place
  • 6.4.2 NARI Technology Development Co. Ltd.
  • 6.4.3 Shenzhen Auto Electric Power Plant Co., Ltd. (ATC)
  • 6.4.4 Shenzhen Clou Electronics Technology Co., Ltd.
  • 6.4.5 XJ Group Corp.
• 6.5 EV Battery Manufacturers
  • 6.5.1 China BAK Battery, Inc. (BAK)
  • 6.5.2 CITIC Guoan Mengguli Power Source Technology Co. Ltd. (MGL)
  • 6.5.3 Tianjin Lishen Battery Joint Stock Co. Ltd. (Lishen)
  • 6.5.4 Shanshan Group

7. Market Forecasts

• 7.1 Forecast Introduction
• 7.2 PEV Sales
• 7.3 EV Charging Infrastructure
• 7.4 Plug-in Electric Buses
• 7.5 Lithium Ion Batteries

8. Company Directory

9. Acronym and Abbreviation List

10. Table of Contents

11. Table of Charts and Figures

12. Scope of Study, Sources and Methodology, Notes

List of Charts and Figures

• PEV Sales by Segment, China: 2012-2017
• Light Duty PEV Sales, Select World Markets: 2017
• Market Development by Vehicle Type, China: 2006-2011
• NEV Market Share by Category, China: 2011
• EV Market Share by Supplier, China: 2011
• HEV Market Share by Supplier, China: 2011 PEV and HEV Sales Breakdown by Technology, China: 2011
• PEV and HEV Sales Breakdown by Vehicle Type, China: 2011
• NEV Bus Ownership in 25 Demonstration Cities by Vehicle Segment, China: 2011
• NEV Bus Ownership in Other Cities by Vehicle Segment, China: 2011
• Car vs. Light Duty PEV Sales, China: 2012-2017
• EVSE Installations by Segment, China: 2012-2017
• PEV Bus Sales, China: 2012-2017
• Lithium Ion Transportation Battery Capacity by Vehicle Segment, China: 2012-2017
• Cumulative Installed EVSE, China: 2012-2017
• 863 Program Technology Roadmap, China: 2005-2010
• 25 NEV Demonstration Cities, China
• EV Technology Roadmap, China: 2008-2020

List of Tables

• PEV Light Duty Vehicle Sales, Select World Markets: 2017
• New Energy Vehicle Categories, China
• Economic Indicators, China: 2006-2011
• Market Development by Vehicle Type, China: 2006-2011
• Vehicle Ownership, China: 2006-2011
• Key NEV Polices, China: 2001-2011
• EV Subsidies for Bus Vehicles, China
• EV Subsidies for Bus Vehicles Over 10 Meters, China
• Central Government Subsidies for Private EV Purchases, China: 2011-2012
• Local Government Subsidies for Private EV Purchase, China: 2011-2012
• China's BEV Roadmap: 2003-2022
• China's PHEV Roadmap: 2006-2022
• Rich and Super-Rich Broken down by Region, China: 2011
• Ten Cities, Thousand Vehicles Program Vehicle Sales Targets for 2012, China
• Price Gap Between EV and ICE Models (BYD F3DM and BYD F3)
• Electric Vehicle Standards, China: 2000-2011
• Selling Price, Lithium Ion Battery Packs for Transportation, China: 2012-2020
• PEV Light Duty Sales by Segment, China: 2012-2017
• Total Light Duty Vehicle Sales, China: 2012-2017
• PEV Sales as a Percentage of LDV Sales, China: 2012-2017
• Car vs. Light Duty PEV Sales, China: 2012-2017
• EVSE Installations by Segment, China: 2012-2017
• Cumulative Installed EVSE, China: 2012-2017
• PEV Bus Sales by Segment, China: 2011-2017
• Lithium Ion Transportation Battery Capacity by Segment, China: 2012-2017

中國的插電式電動車的年度銷售台數，預計到2017年將達到15萬2,000台以上，但預計仍低於政府目標