中国新能源汽车行业发展水平分析及展望

随着补贴收紧、双积分政策开始实行，中国新能源汽车行业由政策推动向市场驱动转型过程加速。中国新能源汽车市场推广水平居全球前列，燃油车限购政策对新能源汽车的推广起到重要推动作用，保有量和产销量持续高速增长，并在分时租赁和车电分离等商业模式的探索上取得成功。然而，通过与其他汽车大国对比分析发现，中国新能源汽车行业存在研发投入不足的问题，基础设施建设不足也是制约中国新能源汽车行业发展的重要因素。预测分析显示，中国新能源汽车市场仍将快速增长，车电分离将成为未来主流模式，政府应尽早全面布局换电站建设。

Analysis and Prospect of China's New Energy Vehicles Industry Development Level

With the tightening of subsidies and the implementation of the CAFC/NEV policy，China's new energy vehicles industry has accelerated from a policy-driven to market-driven transformation process. China's new energy vehicles market promotion level ranks in the forefront of the world. The fuel vehicle purchase restriction policy plays an important role in promoting the promotion of new energy vehicles. The quantity and production and sales volume continue to grow at a high speed，and the business model of periodic renting and separation of vehicles and power battery have been explored successfully. However，through comparison with other major automobile countries，it is found that China's new energy vehicles industry has insufficient technological investment，and insufficient infrastructure construction also restricts the development of China's new energy vehicles industry. Forecast analysis shows that China's new energy vehicle market will continue to grow rapidly，and the separation of vehicle and power battery will become the mainstream model in the future. The government should comprehensively plan the construction of power switching stations as soon as possible.