中国の電気自動車市場の分析・予測：新エネルギー自動車（HEV・PHEV・BEV・EV電池・充電インフラ）
Electric Vehicles in China - New Energy Vehicles: HEVs, PHEVs, BEVs, EV Batteries, and Charging Infrastructure: Market Analysis and Forecasts
出版日: 2012年07月03日
ページ情報: 英文 73 Pages
概要
中国は世界最大の自動車市場となり、労働コストや量産技術およびエネルギー貯蔵製品の経験上のメリットから、自動車輸出国としても重要な位置付けを占めるようになりました。中国政府は国内外の自動車市場の成長のため、自動車のエレクトリフィケーションを同政府のNew Energy Vehicle Industry Development Plan（新エネルギー車発展計画）の中心に位置づけており、国および地域レベルでプラグイン電気自動車（PEV）の購入に対してインセンティブを設定しています。この潜在的な巨大市場へのアクセスを得るため、世界の自動車企業は実に多くの提携やジョイントベンチャーを中国企業と形成しています。
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)
