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中国の電気バス産業の分析 (2018〜2021年)

China Electric Bus Industry Report, 2018-2021

発行 ResearchInChina 商品コード 336705
出版日 ページ情報 英文 135 Pages
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=110.90円で換算しております。
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中国の電気バス産業の分析 (2018〜2021年) China Electric Bus Industry Report, 2018-2021
出版日: 2018年06月06日 ページ情報: 英文 135 Pages
概要

中国の電気バス市場は、2016年の急速な普及とその反動を経て、2017年には105,000台 (前年比22.2%) の規模に達しました。現在も電気バスには政府から多額の補助金が交付されており、それが最大の市場促進要因となっています。ただし、電気バス需要の大半が都市バス向けで、長距離バスなどへの普及は停滞したままとなっています。

当レポートでは、中国における電気バスの市場について分析し、電気バスの技術的概要や利点、国内外での現在の技術開発・普及状況、関連産業 (上流・下流工程) との関係性、政府の支援策・補助金政策、中国市場の推移と今後の予測、主要バスメーカーのプロファイル (組織概要、電気バス事業・関連事業の業績と見通し、生産能力ほか) などについて調査しております。

第1章 電気バスの概要

  • 普及促進の重要性
  • 環境性能と経済性
  • 中国国内での現在の普及促進状況と傾向
  • 国外での現在の普及促進状況と傾向

第2章 関連産業

  • 技術ロードマップ
  • バッテリー
  • モーターとコントローラー

第3章 主要な産業政策

  • 購入税の軽減
  • 財政的支援
    • 新エネルギーバスへの補助金政策
    • 燃料電池バスへの補助金政策
  • 燃料補助金の削減政策
  • 電気自動車 (EV) の普及促進政策

第4章 中国の電気バス市場

  • 電気バス市場
    • 市場全体の動向
    • 都市バス市場
    • 企業間競争
    • 投資動向と生産能力
  • バス市場全体
    • 市場全体の動向
    • 企業間競争

第5章 中国の電気バスメーカー

  • Zhengzhou Yutong Bus Co., Ltd.
    • プロファイル
    • 経営データ
    • 電気バス事業
    • バス事業/その他の事業 (電池、EV)
    • バス生産能力
    • 部品調達能力
  • BYD
  • Xiamen King Long Motor Group Co., Ltd.
  • Nanjing Golden Dragon Bus Co., Ltd.
  • Zhongtong Bus Holding Co., Ltd.
  • Beiqi Foton Motor Co., Ltd.
  • Shanghai Sunwin Bus Corporation
  • Hunan CSR Times Electric Vehicle Co., Ltd.
  • Anhui Ankai Automobile Co., Ltd.
  • Jinhua Youngman Automobile Manufacturing Co., Ltd.
  • Chongqing Hengtong Bus Co., Ltd.
  • Shenzhen Wuzhoulong Motors Co., Ltd.
目次
Product Code: LT040

Due to rushed installation in 2016, the output of electric buses fell by 22.2% over the previous year in China, to 105,000 units in 2017. Higher threshold of new energy bus subsidy policies greatly affected the Chinese new energy bus market in the first half of 2017. The market picked up in the second half of the year because of clearer trend in policy adjustment. Besides subsidies, there are more policy supports for new energy vehicle, and the demand from city bus and coach going electric will continue to expand over the next couple of years. However, the new energy bus market is still dominated by city bus and logistics vehicle, and other passenger transport markets remain to be tapped.

The new subsidy policy, introduced in Feb 2018, put forward higher requirements on Ekg compared with the 2017 version. The subsidies for plug-in electric bus were halved on the basis of the 2017 level.

Output mix: In 2017, battery electric bus output was 88,556 units, down 23.4% year on year and accounting for 84.2% of total new energy buses; 8-10m and 10m-and-above battery electric bus models prevailed.

About 76% of city bus sales in 2017 were new energy ones, but its penetration in bus stock market in tier-three or four cities remains low. Given that the country lowers subsidies for fuel-powered city-bus year after year and gives more support for electric city bus and the positive externality of new energy city-bus towards municipal administration and environment is distinct, it is expected the trend of city-bus going electric will continue and the penetration of new energy buses in existing city buses will be lifted further. Provinces like Guangdong, Hebei, Henan, Shaanxi and Hainan have rolled out plans to help implementation of new energy city bus promotion programmes.

Against the backdrop of subsidy transition, new energy bus shined in the first quarter of 2018, with single-season sales totaling 8,607 units, a year-on-year upsurge of 320.7%, including 8,198 city buses or 95.2%, up 308.67% over the same period of last year, largely thanks to extension of the 2017 subsidy policy. Following the end of transitional period, the subsidies come down but technical requirements grow stricter. Moreover, new capacity built in the past few years under the stimulation of policies will go into production. As a result, output and sales of new energy buses are unlikely to grow remarkably; the industry will be further reshuffled, with small new energy bus producers utterly relying on subsidies to be phased out from the market.

Given increments contributed by urbanization to the city bus market, especially the new energy city bus increments in tier-three or four cities, as well as higher penetration in intercity coach market following maturity of new energy technology and cost reduction, the output and sales of new energy buses are expected to surpass 150,000 units in 2021.

‘China Electric Bus Industry Report, 2018-2021’ focuses on the followings:

  • Significance of electric bus popularization, status quo, and trends at home and abroad
  • Mainstream technical routes of electric bus in China, status quo and trend of bus battery, motor and electronic control industry chain;
  • Major subsidies for purchase (tax reduction & exemption and fiscal subsidies) and for use as well as popularization policies in China electric bus industry;
  • China's electric bus production, sales and future trend, competition pattern, market share, sales forecast, investment and capacity of major electric bus enterprises;
  • China's electric city bus sales, penetration, subsidy policies, etc.;
  • Level of technology, scale of production and sales, capacity and development planning
  • of 12 major electric bus manufacturers in China.

Table of Contents

1. Overview of Electric Bus

  • 1.1. Significance of Promotion
  • 1.2. Environmental Friendliness and Economy
    • 1.2.1. Environmental Friendliness
    • 1.2.2. Economy
  • 1.3. Status Quo and Trends of Promotion in China
    • 1.3.1. Main Varieties of Electric Buses Being Promoted
    • 1.3.2. Electric Intercity Coach Will Be New Growth Driver
    • 1.3.3. Battery Electric City Bus Will Be Main Direction over the Next Four Years
  • 1.4. Status Quo and Trends of Promotion Abroad
    • 1.4.1. Status Quo of Electric City Bus Promotion Abroad
    • 1.4.2. Technical Trends of Electric City Bus Abroad

2. Industry Chain

  • 2.1. Technology Roadmap
  • 2.2. Battery
  • 2.3. Electric Motor and Controller

3. Major Industrial Policies

  • 3.1. Purchase Tax Relief
  • 3.2. Financial Subsidies
    • 3.2.1. New Energy Bus Subsidy Policies in 2018
    • 3.2.2. Fuel-cell Bus Subsidy Policies in 2018
  • 3.3. Fuel Subsidy Removal Policy
  • 3.4. EV Promotion Policies

4. Chinese Electric Bus Market

  • 4.1. Electric Bus Market
    • 4.1.1. Overall
    • 4.1.2. Electric City Bus Market
    • 4.1.3. Competition among Enterprises
    • 4.1.4. Investment and Capacity
  • 4.2. Bus Market
    • 4.2.1. Overall
    • 4.2.2. Competition among Enterprises

5. Chinese Electric Bus Manufacturers

  • 5.1. Zhengzhou Yutong Bus Co., Ltd.
    • 5.1.1. Profile
    • 5.1.2. Operating Data
    • 5.1.3. Electric Bus Business
    • 5.1.4. Bus Businesses
    • 5.1.5. Bus Capacity
    • 5.1.6. Spare Parts
  • 5.2. BYD
    • 5.2.1. Profile
    • 5.2.2. Operating Data
    • 5.2.3. Electric Bus Business
    • 5.2.4. Battery Business
    • 5.2.5. Electric Vehicle Business
  • 5.3. Xiamen King Long Motor Group Co., Ltd.
    • 5.3.1. Profile
    • 5.3.2. Operating Data
    • 5.3.3. Electric Bus Business
    • 5.3.4. Bus Businesses
    • 5.3.5. Bus Capacity
  • 5.4. Nanjing Golden Dragon Bus Co., Ltd.
    • 5.4.1. Profile
    • 5.4.2. Electric Bus Business
  • 5.5. Zhongtong Bus Holding Co., Ltd.
    • 5.5.1. Profile
    • 5.5.2. Operating Data
    • 5.5.3. Electric Bus Business
    • 5.5.4. Bus Business
    • 5.5.5. Bus Capacity
  • 5.6. Beiqi Foton Motor Co., Ltd.
    • 5.6.1. Profile
    • 5.6.2. Operating Data
    • 5.6.3. Electric Bus Business
    • 5.6.4. Bus Business
    • 5.6.5. Bus Capacity
  • 5.7. Shanghai Sunwin Bus Corporation
    • 5.7.1. Profile
    • 5.7.2. Electric Bus Business
    • 5.7.3. Bus Businesses
    • 5.7.4. Capacity
  • 5.8. Hunan CSR Times Electric Vehicle Co., Ltd.
    • 5.8.1. Profile
    • 5.8.2. Operating Data
    • 5.8.3. Electric Bus Business
    • 5.8.4. Bus Capacity
  • 5.9. Anhui Ankai Automobile Co., Ltd.
    • 5.9.1. Profile
    • 5.9.2. Operating Data
    • 5.9.3. Electric Bus Business
    • 5.9.4. Bus Businesses
    • 5.9.5. Bus Capacity
  • 5.10. Jinhua Youngman Automobile Manufacturing Co., Ltd.
    • 5.10.1. Profile
    • 5.10.2. Electric Bus Business
    • 5.10.3. Bus Businesses
    • 5.10.4. Bus Capacity
  • 5.11. Chongqing Hengtong Bus Co., Ltd.
    • 5.11.1. Profile
    • 5.11.2. Operating Data
    • 5.11.3. Electric Bus Business
    • 5.11.4. Bus Businesses
    • 5.12.5. Bus Capacity
  • 5.12. Shenzhen Wuzhoulong Motors Co., Ltd.
    • 5.12.1. Profile
    • 5.12.2. Operating Data
    • 5.12.3. Electric Bus Business

Selected Charts

  • City Bus Ownership in China, 2008-2017
  • Structure of Urban Passenger Traffic in China, 2011-2017
  • Vehicle Pollutant Emission
  • CO2 Emission of Various City Buses Per Km (g/km, vehicle)
  • Pollutant Emission of Various City Buses inside City (Kg/a, vehicle)
  • Pollutant Emission of Various City Buses outside City (Kg/a, vehicle)
  • Overall Pollutant Emission of Various City Buses (Kg/a, vehicle)
  • Total Costs of Various City Buses during Whole Life Cycle - before Subsidies (RMB10,000)
  • Total Costs of Various City Buses during Whole Life Cycle - after Purchase Subsidies (RMB10,000)
  • Total Costs of Various City Buses during Whole Life Cycle - after Purchase and Fuel Subsidies (RMB10,000)
  • Results of Comprehensive Comparison among Different Technology Roadmaps
  • Promotion of Electric City Buses Worldwide
  • Technical Sketch Map of Wireless Charging City Buses
  • London Online Fast-Charging Electric City Bus Network Planning for 2020
  • Shared Vehicle Charging Infrastructure for City Buses and Private Cars
  • Technical Parameters of Electric City Buses with Different Technology Roadmaps
  • EV Battery, Motor, Electric Control Industry Chains
  • Requirements of Electric Vehicle on Performance of Battery and Battery System
  • Power Batteries for the 294th Catalogue of Battery Electric Bus Models
  • Motor and Controller Supply Relationship of Major Electric Bus Enterprises
  • MIIT's 4th-17th Catalogue of Vehicle Models Exempted from Purchase Tax, 2015-2017
  • Subsidy Standards for Electric Buses in China (Central Finance), 2018
  • Changes in Central Financial Subsidies for Electric Vehicles in China, 2016-2018
  • Subsidy Standards for Fuel Cell Vehicle in China, 2018
  • Subsidy Standards for Energy-saving and New Energy Buses in Operation (2015-2019)
  • List of Cities or Areas Where Application of New Energy Vehicles Is Promoted (First Batch)
  • List of Cities or Areas Where Application of New Energy Vehicles Is Promoted (Second Batch)
  • Electric Bus Output in China, 2013-2021E
  • Monthly Electric Bus Output (by Type of Power) in China, 2017
  • Electric Bus Output in China (by Length), 2015-2017
  • Electric Bus Output in China (by Purpose), 2013-2021E
  • Penetration of Electric City Bus in Established Bus Market in China, 2014-2016
  • Electric City Bus Sales Volume and Electrification Rate in China, 2009-2017
  • Electric City Bus Sales Volume and Electrification Rate in China, 2018-2021E
  • Electric City Bus Ownership in Major Cities of China
  • Subsidies for Price Increase of Bus-use Refined Oil Decrease from the Base in 2013 (%)
  • Proportion of New Energy City Buses in New Buses in Key Air Pollution Areas (%)
  • New Energy City Bus Promotion Plans of Provinces and Cities, 2017-2020E
  • Top 10 Manufacturers of New Energy Buses by Output in China, 2015
  • Top 10 Manufacturers of New Energy Buses by Output in China, 2016
  • Top 10 Manufacturers of New Energy Buses by Output in China, 2017
  • Output and Market Share of Top10 Battery Electric Bus Enterprises in China, 2015
  • Output and Market Share of Top10 Battery Electric Bus Enterprises in China, 2016
  • Output and Market Share of Top10 Battery Electric Bus Enterprises in China, 2017
  • Top 10 Manufacturers of Plug-in Hybrid Electric Buses by Output in China, 2015
  • Top 10 Manufacturers of Plug-in Hybrid Electric Buses by Output in China, 2016
  • Top 10 Manufacturers of Plug-in Hybrid Electric Buses by Output in China, 2017
  • Battery Electric Bus Sales Volume of Main Electric Bus Enterprises in China, 2012-2017
  • Electric Bus Investment in China, 2009-2017
  • Bus Output (Including Bus and Bus Chassis) in China, 2015-2021E
  • Bus Sales Volume (Including Bus and Bus Chassis) in China, 2015-2021E
  • Monthly Bus Sales Volume in China, 2016-2017
  • Bus Sales Volume in China (by Model), 2015-2021E
  • Monthly Bus Sales Volume in China (by Model), 2017
  • Bus Sales Structure by Model, 2011-2017
  • Bus Sales Volume in China (by Length), 2016-2017
  • Bus Sales Volume in China (by Purpose), 2016-2017
  • Top 10 Enterprises by Large Bus Sales Volume, 2015
  • Top 10 Enterprises by Large Bus Sales Volume, 2016
  • Top 10 Enterprises by Large Bus Sales Volume, 2017
  • Market Share of Top 10 Enterprises by Large Bus Sales Volume in China, 2017
  • Top 10 Enterprises by Medium Bus Sales Volume, 2015
  • Top 10 Enterprises by Medium Bus Sales Volume, 2016
  • Top 10 Enterprises by Medium Bus Sales Volume, 2017
  • Market Share of Top 10 Enterprises by Medium Bus Sales Volume in China, 2017
  • Top 10 Enterprises by Light Bus Sales Volume, 2015
  • Top 10 Enterprises by Light Bus Sales Volume, 2016
  • Top 10 Enterprises by Light Bus Sales Volume, 2017
  • Market Share of Top 10 Enterprises by Light Bus Sales Volume in China, 2016
  • Market Share of Top 10 Enterprises by Light Bus Sales Volume in China, 2017
  • Top10 Shareholders of Zhengzhou Yutong Bus, 2017
  • Operating Results of Zhengzhou Yutong Bus, 2012-2018Q1
  • Revenue Breakdown of Zhengzhou Yutong Bus by Region, 2012-2017
  • R&D Costs of Zhengzhou Yutong Bus, 2011-2017
  • Performance Forecast of Zhengzhou Yutong Bus, 2016-2020E
  • Electric Bus (Battery Electric & Plug-in) Sales Volume of Zhengzhou Yutong Bus, 2011-2017
  • Percentage of Electric Bus Sales of Zhengzhou Yutong Bus, 2014-2017
  • Output of Zhengzhou Yutong Bus (by Model), 2011-Mar 2018
  • Sales Volume of Zhengzhou Yutong Bus (by Purpose), 2011-2017
  • Sales Structure of Zhengzhou Yutong Bus (by Purpose), 2011-2017
  • Capacity and Utilization Rate (Including Electric Bus) of Zhengzhou Yutong Bus, 2017
  • Operating Results of BYD, 2012-2018Q1
  • Revenue Structure of BYD (by Business), 2013-2017
  • Gross Margin of BYD (by Business), 2011-2017
  • Electric Bus Output of BYD, 2012-2017
  • Major New Energy Buses of BYD
  • Cost Breakdown of BYD K9 Battery Electric Bus
  • BYD's Power & Energy Storage Battery Business Scale, 2011-2017
  • Technical Parameters of Ferric Manganese Phosphate Lithium Batteries
  • Capacity, Weight and Costs of BYD Power Battery Packs
  • Electric Vehicle Sales Volume of BYD, 2011-2017
  • Equity Structure of Xiamen King Long Motor Group, 2017
  • Main Financial Indexes of Xiamen King Long Motor Group, 2010-2018Q1
  • Revenue Breakdown of Xiamen King Long Motor Group by Region, 2011-2017
  • Electric Bus Sales Volume of Xiamen King Long Motor Group, 2011-2017
  • New Energy Bus Sales Volume of Xiamen King Long Motor Group (by Length), 2015-2017
  • Average Selling Price of New Energy Buses of Xiamen King Long Motor Group (by Length), 2015-2017
  • New Energy Bus Sales Volume of Xiamen King Long Motor Group (by Purpose), 2015-2017
  • Average Selling Price of New Energy Buses of Xiamen King Long Motor Group (by Purpose), 2015-2017
  • Series-parallel Power Hybrid System of Xiamen Golden Dragon Bus
  • Output of Xiamen King Long Motor Group (by Model), 2010-2018
  • Sales Volume of Xiamen King Long Motor Group (by Model), 2009-2018
  • Electric Bus Sales Volume of Nanjing Golden Dragon Bus, 2013-2017
  • Equity Structure of Zhongtong Bus Holding, 2017
  • Operating Results of Zhongtong Bus Holding, 2010-2018Q1
  • Revenue Breakdown and Gross Margin of Zhongtong Bus Holding (by Region), 2010-2017
  • Electric Bus Output of Zhongtong Bus Holding, 2011-2017
  • Proportion of Electric Bus Output of Zhogntong Bus Holding, 2011-2017
  • Core Suppliers for Electric Bus of Zhongtong Bus Holding
  • Sales Volume of Zhongtong Bus Holding, 2012-2018Q1
  • Equity Structure of Beiqi Foton Motor
  • Key Financial Indexes of Beiqi Foton Motor, 2012-2018Q1
  • Revenue Breakdown of Beiqi Foton Motor (by Product), 2010-2017
  • Revenue Breakdown of Beiqi Foton Motor (by Region), 2010-2017
  • Electric Bus Output of Beiqi Foton Motor, 2013-2017
  • New Energy Bus Sales Volume of Foton AUV, 2013-2017
  • Core Suppliers for Electric Buses of Beiqi Foton Motor
  • Commercial Vehicle Series of Beiqi Foton Motor
  • Small Bus Revenue and Sales Volume of Beiqi Foton Motor, 2011-2017
  • Medium and Large Bus Revenue and Sales Volume of Beiqi Foton Motor, 2011-2017
  • Bus Capacity Layout of Beiqi Foton Motor, 2017
  • Equity Structure of Shanghai Sunwin Bus Corporation
  • Electric Bus Output of Shanghai Sunwin Bus Corporation, 2013-2017
  • Output of Shanghai Sunwin Bus Corporation, 2011-2017
  • Sales Volume of Shanghai Sunwin Bus Corporation, 2011-2017
  • Bus (Including Electric Bus) Capacity Layout of Shanghai Sunwin Bus Corporation
  • Investment Plan of Shanghai Sunwin Bus Corporation
  • Operating Results of Hunan CSR Times Electric Vehicle, 2011-2017
  • Electric Bus Output of Hunan CSR Times Electric Vehicle, 2012-2017
  • Core Suppliers for Electric Bus of Hunan CSR Times Electric Vehicle
  • Electric Bus Capacity Layout of Hunan CSR Times Electric Vehicle
  • Equity Structure of Anhui Ankai Automobile, 2017
  • Key Financial Indexes of Anhui Ankai Automobile, 2010-2018Q1
  • Revenue Breakdown of Anhui Ankai Automobile (by Product), 2009-2017
  • Revenue Breakdown of Anhui Ankai Automobile (by Region), 2011-2017
  • Electric Bus Output of Anhui Ankai Automobile, 2012-2017
  • Core Suppliers for Electric Buses of Anhui Ankai Automobile
  • Output of Anhui Ankai Automobile (by Model), 2011-2018Q1
  • Sales Volume of Anhui Ankai Automobile (by Model), 2010-2018Q1
  • Capacity Layout (Including Electric Bus) of Anhui Ankai Automobile
  • Electric Bus Output of Jinhua Youngman Automobile Manufacturing, 2014-2017
  • Core Suppliers for Electric Buses of Jinhua Youngman Automobile Manufacturing
  • Output of Jinhua Youngman Automobile Manufacturing (by Model), 2010-2017
  • Sales Volume of Jinhua Youngman Automobile Manufacturing (by Model), 2010-2017
  • Capacity Layout of Jinhua Youngman Automobile Manufacturing
  • Equity Structure of Chongqing Hengtong Bus
  • Operating Results of Chongqing Hengtong Bus, 2012-2017
  • Electric Bus Sales Volume of Chongqing Hengtong Bus, 2012-2017
  • Operating Results of Electric Bus Business of Chongqing Hengtong Bus, 2012-2017
  • Output of Chongqing Hengtong Bus (by Model), 2011-2017
  • Sales Volume of Chongqing Hengtong Bus (by Model), 2011-2017
  • Operating Results of Shenzhen Wuzhoulong Motors, 2012-2017
  • Electric Bus Output of Shenzhen Wuzhoulong Motors, 2014-2017
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