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市場調査レポート - 246421

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: Market Analysis and Forecasts

発行 Navigant Research
出版日 ページ情報 英文 73 Pages; 42 Tables, Charts & Figures
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Basic License: 同一組織内の5ユーザー

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: Market Analysis and Forecasts
出版日: 2012年07月03日 ページ情報: 英文 73 Pages; 42 Tables, Charts & Figures
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。

当レポートでは、中国の各種電気自動車(HEV・PHEV・BEV)および電池・充電インフラの市場について調査分析し、中国市場の背景、中国のEV市場発展の推移、EVの需要推進因子と障壁、消費者動向、中国におけるEV関連規格、製品技術の動向、充電インフラおよび電池技術の発展動向、各種製品の販売台数の見通し、主要企業のプロファイルなどをまとめ、概略以下の構成でお届けいたします。

第1章 エグゼクティブサマリー

第2章 市場概要

  • 市場の定義・調査アプローチ
    • 市場の定義
  • 中国のEV市場の環境
    • 力強い経済・可処分所得の成長
    • 炭素排出削減
    • 自動車市場の急激な発展
  • 中国のEV市場の歴史
    • 最近の進歩
  • 中国のPEV製造業者
  • 自動車メーカーのシェア:2011年
  • PEV/HEV市場の概要
    • ミディアム/ヘビーデューティトラック
    • バス
      • デモンストレーションプログラム

第3章 需要牽引因子

  • EV市場の成長推進因子
    • 消費者需要
    • 中国のEV開発戦略
    • 都市の排出量
    • 個人の富の拡大
  • EV市場の障壁

第4章 市場課題

  • 消費者の主要優先項目
    • 燃料価格の代替エネルギー自動車への影響
  • 消費者のEVへの認識
  • 1日の運転幅の制約
  • EV価格の競合
  • EV所有の追加コスト

第5章 技術課題

  • 中国のEV規格
  • EV製品技術の状況
    • モーターとその他のパーツ
  • EV充電インフラ
    • 充電技術の動向
    • EV充電インフラの状況
    • エネルギー産業への投資
      • 石油企業の投資
    • その他の国有企業・民間企業による投資
    • 中国での充電器の開発計画と規格
    • 充電のビジネスモデル
    • 充電価格と法規制
    • スマートグリッドとEV充電
    • EV電池の交換
      • 電池交換とリースのビジネスモデル
  • 中国の電池の性能
    • 中国のEV電池市場
      • 中国のリチウムイオン電池市場における競合
    • 中国の電池材料の性能
    • 電池コスト分析

第6章 主要企業

  • 外資EV製造業者
    • General Motors Company
    • ホンダ
    • 日産
    • トヨタ
    • Toyota Motor Corp.
  • 国内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 市場予測

  • イントロダクション
  • PEVの売上
  • EV充電インフラ
  • プラグイン電気バス
  • リチウムイオン電池

第8章 企業ディレクトリー

第9章 用語

第10章 目次

第11章 図表

第12章 調査範囲・情報源・調査手法・注記

図表

目次

Abstract

image1

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
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