后补贴时代中国新能源汽车产业发展研究

2019年3月,四部委公布新一轮新能源汽车补贴政策,相比2018年标准平均退坡超50%。自政策公布之后,国内新能源汽车市场环境发生巨变,新能源汽车销量增长明显放缓,部分新能源汽车及零部件企业经营困难甚至倒闭,加之以特斯拉为首的外资新能源汽车企业陆续在华设厂投产,使国内新能源汽车市场竞争加剧,下行压力增大,新能源汽车产业正式进入后补贴时代,在此背景下,需要政府部门、相关企业重新评估市场现状,制定新的新能源汽车产业发展战略和路径,推动产业持续健康地发展。

Research on the Development of China’s New Energy Vehicle Industry in the Post Subsidy Era

In March 2019,four ministries announced a new round of subsidy policies for new energy vehicles,with an average decline of more than 50%compared with the standard in 2018.Since the policy was announced,the domestic new energy vehicle market environment changed dramatically,the growth of new energy vehicle sales has slowed down significantly,some new energy vehicle and parts enterprises were difficult to operate or even closed down,and foreign new energy vehicle enterprises headed by Tesla have set up in China successively which has intensified the competition in the domestic new energy vehicle market and increased the downward pressure.The new energy vehicle industry has entered the post subsidy era.In this context,it is necessary for the government departments and relevant enterprises to reevaluate the market status,formulate new development strategy paths for new energy vehicle industry,promote the sustainable and healthy development of the industry.