【忠阳车评】新能源汽车为何越来越受欢迎

Core Insights - The increasing popularity of electric vehicles (EVs) during the National Day and Mid-Autumn Festival holidays indicates a significant rise in market share and usage rates of new energy vehicles in China [2][3] - By 2024, the number of new energy vehicles in China is projected to reach 31.4 million, a more than fivefold increase from 4.92 million at the end of the 13th Five-Year Plan [2] - The sales of new energy vehicles accounted for 45.5% of total new car sales in the first eight months of this year, with expectations to exceed 50% by year-end, surpassing the targets set for the 14th Five-Year Plan [2] Industry Developments - The quality and performance of new energy vehicles have significantly improved due to increased investment and technological advancements during the 14th Five-Year Plan period [3] - The average driving range of pure electric passenger cars is nearing 500 kilometers, while battery costs have decreased by 30% and lifespan has increased by 40% [3] - The number of electric vehicle charging infrastructure has reached 17.348 million units, a year-on-year increase of 53.5%, enhancing user experience [3] Economic Impact - The automotive industry is a strategic pillar of the national economy, with new energy vehicles contributing significantly to economic growth and the transformation of the automotive sector [4] - In 2024, the consumption of new energy vehicles is expected to exceed 2 trillion yuan, reshaping the innovation, supply, and value chains within the automotive industry [4] - Domestic brands have captured nearly 70% of the market share in passenger vehicle sales, with high-end models breaking into traditional luxury segments [4] Export Growth - In the first eight months of this year, China's automobile exports reached 4.292 million units, a 13.7% increase, with new energy vehicle exports soaring by 87.3% to 1.532 million units [5] - Chinese brands are increasingly visible in traditional automotive markets, indicating a shift in global automotive dynamics [5][6] Global Influence - The rapid development of Chinese new energy vehicles is reshaping the global automotive supply chain and competitive landscape [6] - Chinese companies are becoming preferred partners for multinational automakers seeking to accelerate their electrification efforts, with 15 Chinese auto parts suppliers listed among the top 100 globally [6]