無料セミナー : 2019年11月8日『商用車・オフハイウェイ車の電動化トレンドと電池市場:市場現状と製品戦略』 Interact Analysis共同開催

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市場調査レポート

世界と中国の電気自動車 (BEV・PHEV) 産業の分析 (2019~2025年)

Global and China Electric Vehicle (BEV, PHEV) Industry Report, 2019-2025

発行 ResearchInChina 商品コード 355986
出版日 ページ情報 英文 180 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=109.06円で換算しております。
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世界と中国の電気自動車 (BEV・PHEV) 産業の分析 (2019~2025年) Global and China Electric Vehicle (BEV, PHEV) Industry Report, 2019-2025
出版日: 2019年06月13日 ページ情報: 英文 180 Pages
概要

世界の電気自動車 (EV) 業界の次の主戦場として、中国が浮上しつつあります。2025年には、中国国内のEV販売台数は500万台以上に達し、自動車市場の20%を占めると見込まれています。そして、2040年には中国のEV販売台数が世界全体の自動車販売台数の68%を占めるようになる、と考えられています。

当レポートでは、世界および中国の電気自動車産業について分析し、中国における電気自動車関連の主要政策や、世界全体/中国国内の生産・販売台数の動向および競争パターン・開発動向、車種別 (商用車・乗用車) および動力方式別 (バッテリー式電気自動車(BEV)、プラグインハイブリッド車 (PHEV)) の詳細動向、関連産業の構造・動向、今後の産業発展の方向性などについて調査しております。

第1章 電気自動車産業の概要

  • 電気自動車の概略と分類
    • イントロダクション
    • 分類
    • 技術ロードマップ
  • 産業連関構造

第2章 電気自動車の関連政策

  • 補助金政策
    • 電気乗用車向け補助金
    • 電気バス向け補助金
    • 電気トラック/物流用車両向け補助金
    • 燃料電池バス向け補助金
  • 「新エネルギー車の普及・利用」の推奨モデル一覧 (新版)
  • バッテリーリサイクル技術に関する政策
  • 優遇税制政策
  • 生産ライセンス政策

第3章 電気自動車市場

  • 世界市場
    • 概要
    • 欧州市場
    • 米国市場
  • 中国市場
    • 生産台数
    • 販売台数
    • 競争環境
    • 市場構造
    • 輸入市場

第4章 中国の電気乗用車市場市場

  • 生産台数
  • 販売台数
  • 競争環境
  • 企業の立地状況

第5章 中国の電気商用車市場

  • 概要
  • 電気バス
  • 電気トラック

第6章 中国の主要な電気自動車メーカー

  • SAIC Motor Corporation
    • プロファイル
    • 経営状況
    • 電気自動車の生産・販売台数
    • 開発戦略
    • 自動車モデル計画
    • 関連企業の立地状況
  • FAW Group
  • Dongfeng Motor Corporation
  • BYD
  • Chang'an Automobile
  • Chery
  • Geely
  • BAIC Group
  • GAC
  • Brilliance Auto
  • Great Wall Motor
  • JAC
  • Zotye

第7章 電気自動車の関連産業

  • インフラ
    • 充電ステーション・充電パイルの件数
    • 主要都市での設置状況
    • 開発計画
    • 充電設備のサプライヤー
  • 主要部品
    • バッテリー
    • モーター
    • インバーター
    • IGBT (絶縁ゲートバイポーラトランジスタ)

第8章 サマリーと将来予測

  • 市場予測
    • 市場全体の予測
    • 部門別の市場予測
    • 競争パターン
  • 企業の概略
    • 主要企業の生産拠点
    • 主要企業の計画
    • 2019年に発売予定の車両モデル
図表

Selected Charts

Main Types of New Energy Vehicle

Classification of Hybrid Electric Vehicles

Technical Focuses of Electric Vehicles in Major Countries/Regions

Technology Roadmap of New Energy Vehicles in China

Electric Vehicle Industry Chain

Subsidy Standards for New Energy Passenger Cars in China, 2018

Subsidy Standards for New Energy Passenger Cars in China, 2019

Subsidy Standards for New Energy Passenger Cars in China, 2013-2020

Subsidy Standards for New Energy Buses in China, 2018

Subsidy Standards for New Energy Buses in China, 2019

Subsidy Standards for New Energy Trucks and Special Vehicles in China, 2018

Subsidy Standards for New Energy Trucks and Special Vehicles in China, 2019

Subsidy Standards for Promotion and Application of Fuel Cell Vehicles in China, 2018

Subsidy Standards for New Energy Trucks and Special Vehicles in China, 2019

Comparison between ICE and EV Taxes in China

Global Sales Volume of Electric Passenger Cars (EV&PHEV), 2013-2025E

Ranking of Global New Energy Passenger Car Manufacturers by Sales Volume, 2018

Ranking of Global Electric Vehicle (EV&PHEV) Models by Sales Volume, 2018

Top 10 Global Electric Vehicle (EV&PHEV) Models by Cumulative Sales Volume, 2018

Global Sales Volume of Electric Passenger Cars (EV&PHEV), 2016-2025E

Sales Volume of New Energy Passenger Cars (EV&PHEV) in Europe, 2014-2018

Ranking of New Energy Vehicles (EV&PHEV) in Europe by Sales Volume, 2015

Ranking of New Energy Vehicles (EV&PHEV) in Europe by Sales Volume, 2016

Ranking of New Energy Vehicles (EV&PHEV) in Europe by Sales Volume, 2017

Ranking of New Energy Vehicles (EV&PHEV) in Europe by Sales Volume, 2018

Ranking of New Energy Passenger Cars (EV&PHEV) in the US by Sales Volume, 2014-2018

Ranking of New Energy Vehicles (EV&PHEV) in the US by Sales Volume, 2015

Ranking of New Energy Vehicles (EV&PHEV) in the US by Sales Volume, 2016

Ranking of New Energy Vehicles (EV&PHEV) in the US by Sales Volume, 2017

Ranking of New Energy Vehicles (EV&PHEV) in the US by Sales Volume, 2018

Output of New Energy Vehicles (EV&PHEV) in China, 2011-2018

Electric Vehicle Sales Volume in China, 2011-2018

Sales Volume of New Energy Vehicle Market Segments in China, 2018

Electric Vehicle Sales Volume in China, 2016-2025E

Electric Passenger Car (EV&PHEV) Competition Pattern in China, 2018

Electric Bus Competition Pattern in China, 2018

Electric Truck Competition Pattern in China, 2018

Electric Vehicle Market Structure in China, 2018

Electric Vehicle Market Structure in China by Power Type, 2011-2025E

Electric Vehicle Market Structure in China by Model, 2011-2025E

Comparison between Newly Launched New Energy Vehicles, 2018

Import Volume of Energy-saving and New Energy Passenger Cars (EV, PHEV and HEV) in China, 2018

Output of New Energy Passenger Cars (EV&PHEV) in China by Model, 2015-2018

Sales Volume of New Energy Passenger Cars in China, 2015-2018

Sales Volume of Energy-saving and New Energy Passenger Cars (EV, PHEV, HEV) in China by Model, 2015-2018

Sales Volume of New Energy Passenger Cars (EV, PHEV) in China by Level, 2015-2018

Sales Volume of New Energy Passenger Cars (EV) in China by Level, 2015-2018

Sales Volume of New Energy Passenger Cars (PHEV) in China by Level, 2015-2018

Market Share of New Energy Passenger Car (EV, PHEV) Manufacturers in China, 2018

Model Layout of Joint Ventures in China

New Energy Vehicle Capacity Planning of Joint Ventures / Foreign Companies, 2018

New Energy Commercial Vehicle Output in China, 2015-2018

Electric Bus Output in China, 2015-2018

Top 10 New Energy Buses in China by Output, 2016-2018

Top 10 Battery Electric Buses in China by Output, 2016-2018

Top 10 Plug-in Hybrid Buses in China by Output, 2016-2018

Output of Top 20 Battery Electric Bus Models in China, 2016-2018

Output of Top 20 Plug-in Hybrid Bus Models in China, 2016-2018

Electric Truck Output in China, 2015-2018

Battery Electric Truck Output in China by Enterprise, 2016-2018

Output of Top 20 Battery Electric Truck Models in China, 2016-2018

Automobile Output and Sales Volume of SAIC Motor, 2010-2018

Revenue and Net Income of SAIC Motor, 2010-2018

Gross Margin of SAIC Motor, 2010-2015

Revenue of SAIC Motor by Product, 2010-2018

Gross Margin of SAIC Motor by Product, 2010-2018

Output and Sales Volume of SAIC Motor's Main Electric Vehicles, 2012-2018

Planning for SAIC Roewe Electric Vehicles

Automobile Output and Sales Volume of FAW Group, 2010-2018

Revenue of FAW Group, 2009-2018

Automobile Output and Sales Volume of Dongfeng Motor, 2010-2018

Revenue and Net Income of Dongfeng Motor, 2010-2018

Gross Margin of Dongfeng Motor, 2010-2018

Revenue of Dongfeng Motor by Product, 2010-2018

Gross Margin of Dongfeng Motor by Product, 2010-2018

Output and Sales Volume of Dongfeng Motor's Main Electric Vehicles, 2013-2018

Automobile Output and Sales Volume of BYD, 2010-2018

Revenue and Net Income of BYD, 2010-2018

Gross Margin of BYD, 2010-2018

Revenue of BYD by Product, 2010-2018

Gross Margin of BYD by Product, 2010-2018

Output and Sales Volume of BYD's Main Electric Vehicles, 2012-2018

Supply Chain of Core Parts for BYD's Electric Vehicles

BYD's Planning for Electric Vehicle Models, 2018

Automobile Output and Sales Volume of Changan Automobile, 2010-2018

Revenue and Net Income of Changan Automobile, 2010-2018

Net Income of Changan Automobile, 2010-2018

Total Assets, Revenue and Net Income of Chongqing Changan New Energy Automobile, 2009-2018

Electric Model Planning of Changan Automobile, 2017-2020

Layout of Changan Automobile in New Energy Vehicle R&D and Production Bases

New Energy Vehicle Development Path of Changan Automobile

Output and Sales Volume of Chery, 2010-2018

Output and Sales Volume of Chery's Main Electric Vehicles, 2011-2018

Planned Electric Models of Chery, 2016-2018

Automobile Output and Sales Volume of Geely, 2010-2018

Revenue and Net Income of Geely, 2009-2018

Output of Geely's Main Electric Vehicles, 2015-2018

Sales Volume of Geely's Electric Vehicles, 2018

Automobile Output and Sales Volume of BAIC Group, 2010-2018

Revenue and Total Profit of BAIC Group, 2009-2018

Battery Electric Vehicle Output of BAIC BJEV, 2012-2018

Output of BAIC BJEV by Model, 2015-2018

New Energy Vehicle Industry Layout of BAIC Group

Distribution of BAIC Group's New Energy Vehicle Production Bases

Shareholding Enterprises of BAIC BJEV

Product Planning of BAIC BJEV

Automobile Output and Sales Volume of GAC Group, 2010-2018

Revenue and Net Income of GAC Group, 2011-2018

Gross Margin of GAC Group, 2011-2018

Automobile Output and Sales Volume of Brilliance Auto, 2010-2018

Revenue of Brilliance Auto, 2012-2018

Electric Vehicle Output and Sales Volume of Brilliance Auto, 2015-2018

Automobile Output and Sales Volume of Great Wall Motor, 2010-2018

Revenue and Net Income of Great Wall Motor, 2010-2018

Gross Margin of Great Wall Motor, 2010-2018

Electric Vehicle Products of Great Wall Motor

Four New Energy Projects of Great Wall Motor

Automobile Output and Sales Volume of JAC, 2010-2018

Revenue and Net Income of JAC, 2010-2018

Gross Margin of JAC, 2010-2018

Sales Volume of JAC's iEV Series Battery Electric Vehicles, 2014-2018

Automobile Output and Sales Volume of Zotye, 2010-2018

Electric Vehicle Sales Volume of Zotye, 2015-2018

Charging Pile Ownership, New Energy Vehicle Ownership and Vehicle-to-pile Ratio in China, 2010-2025E

Electric Vehicle Charging Station Ownership in China, 2010-2025E

Electric Vehicle Charging Pile Ownership in China, 2010-2025E

Electric Vehicle Charging Pile Construction Plan in China, 2015-2025E

Quantity of Charging Piles in China's Major Cities, as of end-June 2018

Electric Vehicle Charging Pile Construction Plan in China, 2015-2025E

Electric Vehicle Charging Station Construction Planning of State Grid, 2009-2025E

Comparison between Product Solutions of 41 Major Charging Equipment Suppliers in China

Global and China's Major Power Lithium Battery Manufacturers

Global and China's Major Drive Motor Manufacturers and Their Clients

Global and China's Major Electric Vehicle Inverter Manufacturers

Global Major Electric Vehicle-use IGBT Manufacturers

Global and China's Electric Vehicle Sales Volume and Growth Rate, 2013-2025E

Electric Passenger Car Sales Volume in China, 2013-2025E

Top 10 Electric Passenger Car Manufacturers in China, 2018

Top 10 Electric Bus Manufacturers in China, 2018

Top 10 Electric Truck Manufacturers in China, 2018

Electric Vehicle Business Layout of Major Automakers in China

Electric Vehicle Sales Volume of Major Automakers in 2018 and Their Goals in 2020

目次

As per current cost, the market will be at a tipping point in 2022 when a battery electric vehicle will have almost the same cost as a fuel vehicle, which means electric vehicle can be selected on an equal footing, and when electric vehicles will see an expanding share of the automotive market.

In 2018, 2 million electric vehicles were sold worldwide, and the sales figure will surge to 4 million units in 2020, 12 million units in 2025 and 21 million units in 2030 with the cuts in production costs.

By 2030, battery electric vehicles will account for 70% of electric vehicles. Amid the burgeoning sales of electric vehicles, the sales volume of fuel vehicles will stabilize, and start to take a nosedive from 2024.

Policies will serve as a stimulus for the electric vehicle industry in a long period of time, and the fuel economy and emission standards of the world's major automotive markets have been finalized. To be in line with these mandatory measures (for example, the EU vehicle carbon dioxide emission goal), the electric vehicle market will evolve fleetly. Plug-in hybrid and battery electric vehicles will make up 10% of the global vehicle sales volume by 2025, and 22% by 2030, of which battery electric vehicles will command more than half of the total EV sales.

As the US and European governments vigorously promote the development of electric vehicle technology, China will become the main battlefield for EV makers in the next two decades. Up to date, China's electric vehicle industry has passed through incubation, and the Chinese government is downsizing subsidies for EV purchase and will completely terminate the subsidy in 2020. The demand may be somewhat suppressed in the next two years, but then it will resume strong growth with the advent of the era of economical electric vehicles. In 2025, China's EV sales will reach 5 million units, a 20% share of China's automobile sales. By 2040, China's EV sales will occupy 68% of the global automobile sales.

At present, battery energy density and safety are still the primary factors restricting the development of electric vehicles. Nowadays, common electric vehicle on the market only has the mileage endurance of 300-500 km, which will be raised in the next eight to ten years thanks to constantly updated new technology for power batteries during 2020-2030, such as lithium air, alternative metal ion chemicals, solid state battery technology and high energy capacitors.

In terms of charging technology, the next-generation 800V battery electric vehicle will feature a longer recharge mileage and a shorter charging time. The 240-400KW ultra-high-speed charging piles will greatly shorten the charging time.

Global and China Electric Vehicle (BEV, PHEV) Industry Report, 2019-2025 by ResearchInChina focuses on the following:

Major policies about electric vehicle industry in China;

Sales volume of electric vehicles, competitive pattern and development trend worldwide;

Sales volume of electric vehicles, competitive pattern and development trend in China;

Production and sale and competitive landscape of electric vehicle market segments in China, involving electric passenger vehicle (BEV, PHEV), electric bus (BEV, PHEV), and electric logistics vehicle;

Electric vehicle industry chain in China, covering charging pile, battery, motor, inverter, and IGBT;

Status quo, production bases, capacity, planning for vehicle models, development strategies, etc. of key Chinese electric vehicle manufacturers.

Table of Contents

1. Overview of Electric Vehicle Industry

  • 1.1 Introduction and Classification of Electric Vehicles
    • 1.1.1 Introduction
    • 1.1.2 Classification
    • 1.1.3 Technology Roadmap
  • 1.2 Industry Chain

2. Policy Environment for Electric Vehicle Industry

  • 2.1 Fiscal Subsidy Policy
    • 2.1.1 Subsidies for Electric Passenger Car
    • 2.1.2 Subsidies for Electric Bus
    • 2.1.3 Subsidies for Electric Truck / Logistics Vehicle
    • 2.1.4 Subsidies for Fuel Cell Bus
  • 2.2 Catalogue for the Recommended Models of New Energy Vehicle Popularization and Application (New Edition)
  • 2.3 Battery Recycling Technology Policy
  • 2.4 Preferential Tax Policy
  • 2.5 Production License Policy

3. Electric Vehicle Market

  • 3.1 Global Market
    • 3.1.1 Overview
    • 3.1.2 Europe
    • 3.1.3 The United States
  • 3.2 China
    • 3.2.1 Output
    • 3.2.2 Sales Volume
    • 3.2.3 Competitive Landscape
    • 3.2.4 Market Structure
    • 3.2.5 Import Market

4. Chinese Electric Passenger Car Market

  • 4.1 Output
  • 4.2 Sales Volume
  • 4.3 Competitive Landscape
  • 4.4 Enterprise Layout

5. Chinese Electric Commercial Vehicle Market

  • 5.1 Overview
  • 5.2 Electric Bus
  • 5.3 Electric Truck

6. Major Electric Vehicle Manufacturers in China

  • 6.1 SAIC Motor Corporation
    • 6.1.1 Profile
    • 6.1.2 Operation
    • 6.1.3 EV Output and Sales
    • 6.1.4 Development Strategy
    • 6.1.5 Model Planning
    • 6.1.6 Industry Chain Layout
  • 6.2 FAW Group
    • 6.2.1 Profile
    • 6.2.2 Operation
    • 6.2.3 EV Products
    • 6.2.4 EV Development Strategy
  • 6.3 Dongfeng Motor Corporation
    • 6.3.1 Profile
    • 6.3.2 Operation
    • 6.3.3 EV Output and Sales
    • 6.3.4 EV Development Strategy
  • 6.4 BYD
    • 6.4.1 Profile
    • 6.4.2 Operation
    • 6.4.3 EV Output and Sales
    • 6.4.4 Model Planning
    • 6.4.5 Strategic Layout
    • 6.4.6 Overseas Market
    • 6.4.7 DENZA
  • 6.5 Chang'an Automobile
    • 6.5.1 Profile
    • 6.5.2 Operation
    • 6.5.3 EV Products
    • 6.5.4 Model Planning
    • 6.5.5 Production Bases
    • 6.5.6 EV Development Strategy
  • 6.6 Chery
    • 6.6.1 Profile
    • 6.6.2 Operation
    • 6.6.3 EV Output and Sales
    • 6.6.4 Major Projects
    • 6.6.5 Model Planning
    • 6.6.6 Yiqi Taixing Automotive Technology Service Co., Ltd.
    • 6.6.7 EV Development Strategy
  • 6.7 Geely
    • 6.7.1 Profile
    • 6.7.2 Operation
    • 6.7.3 EV Output
    • 6.7.4 Joint Ventures
    • 6.7.5 EV Development Strategy
  • 6.8 BAIC Group
    • 6.8.1 Profile
    • 6.8.2 Operation
    • 6.8.3 EV Output and Sales
    • 6.8.4 Production Bases
    • 6.8.5 Joint Ventures
    • 6.8.6 Model Planning
    • 6.8.7 Development Strategy
    • 6.8.8 Cooperation with Shandong Baoya New Energy Vehicle Co., Ltd.
  • 6.9 GAC
    • 6.9.1 Profile
    • 6.9.2 Operation
    • 6.9.3 EV Products
    • 6.9.4 Sales Objective
    • 6.9.5 Technology Roadmap
    • 6.9.6 EV Development Strategy
    • 6.9.7 Cooperation with UBER
  • 6.10 Brilliance Auto
    • 6.10.1 Profile
    • 6.10.2 Operation
    • 6.10.3 EV Output and Sales
    • 6.10.4 EV Development Strategy
    • 6.10.5 Cooperation with Neusoft
  • 6.11 Great Wall Motor
    • 6.11.1 Profile
    • 6.11.2 Operation
    • 6.11.3 EV Products
    • 6.11.4 EV Development Strategy
    • 6.11.5 Wireless Charging System
    • 6.11.6 Major Projects
  • 6.12 JAC
    • 6.12.1 Profile
    • 6.12.2 Operation
    • 6.12.3 EV Products
    • 6.12.4 Major Projects
    • 6.12.5 EV Development Strategy
  • 6.13 Zotye
    • 6.13.1 Profile
    • 6.13.2 EV Sales
    • 6.13.3 EV Development Strategy

7. Electric Vehicle Industry Chain

  • 7.1 Infrastructure
    • 7.1.1 Number of Charging Stations and Piles
    • 7.1.2 Construction in Major Cities
    • 7.1.3 Development Planning
    • 7.1.4 Charging Equipment Suppliers
  • 7.2 Key Components
    • 7.2.1 Battery
    • 7.2.2 Motor
    • 7.2.3 Inverter
    • 7.2.4 IGBT

8. Market Summary and Forecast

  • 8.1 Market Forecast
    • 8.1.1 Overall Market
    • 8.1.2 Market Segments
    • 8.1.3 Competitive Pattern
  • 8.2 Summary of Enterprises
    • 8.2.1 Production Layout of Major Enterprises
    • 8.2.2 Plans of Major Enterprises
    • 8.2.3 Models to Be Launched in 2019
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