中国市场电动汽车蓄势待发.pdf

中国市场电动汽车蓄势待发
2009年5月21日
This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent.
研究文章作者介绍
曾伟民罗穆然霍斯捷
Raymond Tsang Marc Lamure Serge Hoffmann
合伙人合伙人合伙人
上海北京香港
- EV Press Conference V12 2
This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent.
日益加剧的经济和社会压力
经济压力社会压力
•燃油价格居高不下•环保意识增强,如:公众对
•针对车队客户的CO 排放标准/ CO 问题的讨论
2 改变着消费 2
限额者的购买行•关于限制使用矿物燃料的公
•扩大对市中心地区的排放限制为众探讨日益增加
(收费、禁令) •对高油耗/高CO 排放汽车
2
•通过税收制度,落实CO 排放(如:大型SUV)的质疑加
2
标准剧
- EV Press Conference V12 3
This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent.
全球CO2排放标准日益严格
CO 排放(车队均值,克/公里) 目标实现CO 减排
2 2
13%
273
244 249
211 236
193
153 ~160 178 185
168 176
125 130
法律限排标准
2007年实际排放量
日本欧洲中国澳大利亚加拿大美国加州
法律限排起始年份 2015年 2012年 2009年 2010年 2010年 2011年 2016年
- EV Press Conference V12 4
This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent.
CO2排放是中国面临的一项严峻挑战
2008年全球CO 排放量中国城市的CO 排放量
2 2
(亿吨) (百万吨)
100%
80 100%
其它
道路运输
80
60
60
40
40
燃烧煤炭
20
20
0 0
中国美国欧盟15国中国主要城市
- EV Press Conference V12 5
This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent.
贝恩公司对电动汽车的研究旨在回答三大关键问题
•电动汽车的主要消费者是谁?
•电动汽车的市场潜力如何?
•哪些制造商能从这场电动汽车大战中胜出?
- EV Press Conference V12 6
This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3r