杨忠阳：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 [1][2] - China's new energy vehicle ownership is projected to reach 31.4 million by 2024, 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 are expected to exceed 50% of total new car sales by the end of this year, surpassing the targets set for the 14th Five-Year Plan [1] Industry Developments - The quality and performance of new energy vehicles have improved significantly due to increased investment and technological advancements during the 14th Five-Year Plan period [2] - The average range of pure electric passenger vehicles is nearing 500 kilometers, while battery costs have decreased by 30% and lifespan has increased by 40% [2] - The number of electric vehicle charging infrastructure has reached 17.35 million, a year-on-year increase of 53.5%, enhancing user experience [2] Economic Impact - The new energy vehicle sector is expected to generate over 2 trillion yuan in consumption by 2024, contributing significantly to the overall economy and driving the development of related industries [3] - The shift towards electric and intelligent vehicles presents a unique opportunity for China's automotive industry to leapfrog traditional competitors [3] - Domestic brands have captured nearly 70% of the market share in passenger vehicle sales, with high-end models gaining traction and enhancing brand value [3] Global Market Position - China's automotive exports reached 4.292 million units in the first eight months of this year, with new energy vehicle exports growing by 87.3% to 1.532 million units [4] - Chinese brands are increasingly recognized in traditional automotive markets, with positive feedback on driving experiences compared to established European brands [4] - The rapid development of China's new energy vehicles is reshaping the global automotive supply chain, with 15 Chinese auto parts companies listed among the top 100 global suppliers [4] Strategic Advantages - The success of China's new energy vehicles is attributed to a combination of a large domestic market, efficient supply chains, strong engineering capabilities, and supportive government policies [5] - Comprehensive innovations across vehicles, supply chains, and infrastructure are enhancing China's position in the global industry and contributing to technological advancements worldwide [5]