Regional differentiation of new energy automobile industry

Developing new energy vehicles is the only way for China to move from a big automobile country to a strong automobile country, and it is also a strategic measure to cope with climate change, promote green development and ensure energy security. At present, China, as the world's largest producer of new energy vehicles, has formed a complete industrial chain from R&D and production of key components such as raw materials, power batteries and vehicle controllers to vehicle design and manufacturing. The upstream of the industrial chain of new energy vehicles includes materials and parts, among which materials include battery materials, body materials, interior and exterior decoration materials, and parts include batteries, motors and electronic controls. The middle reaches are vehicle manufacturing, which can be divided into passenger cars, commercial vehicles and special vehicles according to their functions; Downstream services include charging and aftermarket services, battery recycling and cascade utilization, among which aftermarket services include auto finance, auto insurance, car rental, second-hand car trading and auto maintenance.

Development of new energy automobile industry

In 2022, China's new energy vehicles continued to grow explosively, with production and sales reaching 7.058 million and 6.887 million respectively, up by 96.9% and 93.4% year-on-year, ranking first in the world for eight consecutive years. Among them, the market share of new energy vehicles increased to 25.6%, up from 12 1 percentage point in the previous year, and the global sales accounted for more than 60%. The supporting environment of new energy vehicles is also increasingly optimized. By the end of 2022, 52 1 0,000 charging piles and 973 power stations had been built in China, and the construction speed of charging and replacing power infrastructure was obviously accelerated. More than 654.38 million power battery recycling service outlets have been established. In 2022, the production and sales of pure electric vehicles, plug-in hybrid vehicles and fuel cell vehicles continued to maintain rapid growth, of which the sales of pure electric vehicles were 5.365 million, up 81.6% year-on-year; The sales volume of plug-in hybrid vehicles was 1.5 1.8 million, a year-on-year increase of 1.5 times.

The focus of new energy automobile industry

At present, China's new energy automobile industry is mainly concentrated in the Pearl River Delta, Yangtze River Delta, Beijing-Tianjin-Hebei and other regions. Among them, the representative enterprises in the Pearl River Delta region include BYD, Xpeng Automobile, and Guangzhou Automobile Ai 'an. Tesla, Geely Group, etc. The representative enterprises in Beijing-Tianjin-Hebei region include Great Wall Motor, Xiaomi Automobile and Li. The Pearl River Delta region has unique advantages in the field of new energy vehicles, including the manufacturing base of the traditional automobile industry and the advantages of emerging industries such as artificial intelligence and communication technology. As one of the earliest places in China to deploy new energy vehicles, one out of every three new energy vehicles in China is produced in the Yangtze River Delta region. As one of the six major vehicle industry clusters in China, Beijing-Tianjin-Hebei region has a solid development foundation and perfect intelligent driving system and infrastructure.