中经评论：新能源汽车为何越来越受欢迎

Core Insights - The increasing adoption of electric vehicles (EVs) during the National Day and Mid-Autumn Festival holidays indicates a significant rise in market share and usage rates of EVs in China [1] Group 1: Market Growth and Projections - By 2024, the number of electric vehicles in China is expected to reach 31.4 million, a more than fivefold increase from 4.92 million at the end of the 13th Five-Year Plan [1] - The sales of new energy vehicles (NEVs) are projected to account for approximately 20% of total new car sales by 2025, with NEV sales already reaching 45.5% of total new car sales in the first eight months of this year, potentially exceeding 50% by year-end [1] Group 2: Technological Advancements - The average driving range of pure electric passenger vehicles has approached 500 kilometers, while the cost of battery cells has decreased by 30% and their lifespan has increased by 40% [2] - The proportion of new passenger vehicles equipped with combined assisted driving functions has risen from 16.2% in 2020 to 62.1% in the first half of this year [2] - As of August 2023, the total number of electric vehicle charging infrastructure units in China reached 17.348 million, a year-on-year increase of 53.5% [2] Group 3: Economic Impact and Industry Transformation - The automotive industry is a strategic pillar of the national economy, with NEVs significantly contributing to economic growth and the transformation of the automotive sector [3] - In 2024, the consumption of NEVs in China is expected to exceed 2 trillion yuan, reshaping the innovation, supply, and value chains within the automotive industry [3] - Domestic brands have captured nearly 70% of the market share in passenger vehicle sales, with high-end models like NIO ES8 and AITO M9 breaking into the premium segment traditionally dominated by foreign brands [3] Group 4: Global Market Expansion - In the first eight months of this year, China exported 4.292 million vehicles, with NEV exports reaching 1.532 million, a year-on-year increase of 87.3% [4] - Chinese NEVs are gaining recognition in traditional automotive markets, with positive feedback on driving experience and interaction levels compared to established European brands [4] - The growth of Chinese NEVs is reshaping the global automotive supply chain, with 15 Chinese auto parts companies listed among the top 100 global suppliers [4] Group 5: Strategic Advantages - The leading position of China's NEVs is attributed to a combination of a large domestic market, efficient supply chains, strong engineering capabilities, rapid technological iterations, and supportive national policies [5] - Comprehensive innovations across vehicles, supply chains, and infrastructure are enhancing China's global standing in the automotive industry and contributing to technological progress worldwide [5]