CONTENTS
BⅠ General Report
B.1 China’s Electric Vehicle Development
—To Seize upon Trends, Become Aware of the Gap and Engage in
Cooperation and Competition/001
1. Introduction /001
2. Development of the World Electric Vehicle
Industry Accelerates/002
3. The Gap between China’s Electric Vehicle Industry Development
and the International Level Is Widening/008
4. Trend Judgements and Guidelines for China’s Electric
Vehicle Development/014
5. Policy Suggestions for Driving the Developmnet of China’s
Electric Vehicle Industry/018
BⅡ Development Overview
B.2 Development Overview of Chinese Auto Industry in 2011/022
1. Auto Production and Sales Remains to Be the Top of the World,
and International Trade Scales Rise to a New High,
While with a Decline in Business Conditions/022
2. The Auto Parts Industry Still Has Great Room for Growth,
While the Overall Development Is Lagging behind/025
3. Increasing Independent Innovation Capability in Auto Industry
and a Still Unoptimistic Overall Development Trend/027
4. Self-owned Brand Automakers Need to Further Accelerate Their
Steps in Merger, Reorganization and Structural Adjustment;
Self-owned Brands Met a Declined Market Share/028
5. A Benign Overall Environment for Auto Industry Development,
with Challenges Not to Be Ignored/030
6. Increasingly Evident Internalization Trend of Automobile
Industry and Particularly of the Parts Industry/032
B.3 Prosperity Analysis Report on China’s Aauto Market in 2011/035
1. The Overall Prosperity of the Auto Market/035
2. General Industry Review/039
3. Main Contributing Factors and Trends of Auto
Industry in 2011/051
B.4 Changes in International Competitiveness of Domestic
Auto Industry in 2010/056
1. Analysis on the Gap of International Competitiveness between
China and Other Countries in Auto Industry in 2010/056
2. Fundamental Changes and Evaluation of International
Competitiveness of China’s Auto Industry/064
3. Conclusion/087
B.5 Comparison between China and South Korea in Auto Industry’s
International Competitiveness/089
1. Comparison between Chinese and Korean Auto Industry’s
International Competitiveness Scores in 2010/090
2. Preliminary Analysis of the International Competitiveness
of Chinese and Korean Auto Industry/091
3. Further Interpretation of Korean Auto Industry’s
International Competitiveness/096
4. Revelations of Korean Auto Industry Development to China/118
BⅢ Opportunities and Challenges for Development
of China’s New Energy Vehicle Industry
B.6 Strategic Significance of China’s New Energy
Vehicle Development/122
1. China’s Auto Industry Development Faces Global Energy
and Environment Challenges/122
2. Diversified Vehicle Energies Provide Multiple Options for
Coping with Energy and Environmental Challenges/132
3. Electric Vehicle Will Be the Optimal Way for China’s Auto
industry to Address Energy and Environmental Issues/138
4. Electric Vehicle is a Strategic Measure to Improve the International
Competitiveness of China’s Auto Industry/140
B.7 Current Situation and Trend of Electric Vehicle Technology/144
1. Current Situation of International Electric Vehicle Technology/144
2. Current Situation of China’s Electric Vehicle Technology
and Comparisons with Foreign Countries/188
3. Development Trend of Electric Vehicle Technology/207
4. Brief Summary/211
B.8 Demonstration and Promotion of Electric Vehicles/213
1. International Demonstration and Promotion of Electric
Vehicles is Booming/213
2. China Achieves Periodical Results in EV Demonstration
and Promotion/231
B.9 Current Development and Trend of the Industrialization of
Electric Vehicles (EVs)/250
1. Current Development of the Industrialization of Global EVs/250
2. Current Industrialization of EVs in China and the
International Comparison/280
3. Analysis of the Development Trends of EV Industrialization/301
4. Sub-conclusion/304
B.10 EV Infrastructure Construction and Business Models Innovation/306
1. Current Development of International EV Infrastructure
and Business Models/306
2. Current Infrastructure Construction and Operation
and Analysis of Typical Types/317
3. Research on China’s EV Business Models/329
4. Analysis of the Innovation in China’s EV Business Models
and the Trend in Infrastructure Construction/359
5. Sub-conclusion/364
B.11 Strategies, Policies and Measures for Electric Vehicle Development/367
1. Comments on Electric Vehicle Strategies and Policies in Major Countries/367
2. Comments on China’s Strategies and Existing Policies for Electric Vehicle Development/383
3. Strategy and Policy Suggestions for China’s Electric Vehicle Development/391
BⅣ Appendix
B.12 Relevant Statistics on Auto Industry/398
B.13 Major Auto Policies, Regulations and Environmental
Standards Issued or Enforced in 2011/409
This is the annual industrial report based on the research results conducted by Development Research Center of the State Council, China Automotive Engineering Institute and Volkswagen Group China. It focuses on the development of technology in the national auto industry, the competitiveness of national automotive enterprises and the auto markets at home and abroad. The report also compares the research and development, business model and the level of industrialization of Chinese and Foreign Auto industry. It will be of great assistance of policy makers in designing and modifying the policies and regulations in national auto industry.