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中國正制訂傳統燃油車退出時間表

中國正制訂傳統燃油車退出時間表

David Z Morris 2017年09月12日
中國將是規模最大的推動汽車電氣化的單一市場。

中國工信部副部長辛國斌表示,中國正在制訂停止生產和銷售傳統燃油汽車的時間表,這將給全球汽車市場帶來深刻改變,有利于電動汽車的發展。

據彭博社報道,目前中國尚未確定傳統燃油汽車退出的最終期限。但已經公布計劃的其他國家,目標主要集中在2030年左右。其中印度的目標日期為2030年,但并沒有硬性的最終期限;英國的目標為2040年;法國的最終期限是2040年;挪威提出了最有雄心的目標:2025年。

中國將是規模最大的推動電氣化的單一市場。中國經濟的持續增長將使更多國民進入擁有私家車的中產階層,因此中國的計劃產生的效果,將遠遠超過印度。最近,印度的GDP增長出現下滑。

中國承諾到2030年,碳排放量達峰,而向電動汽車轉變還有助于解決折磨國人的嚴重空氣質量問題。而且這種轉變也將使開發電動汽車的國內制造商受益。其中包括比亞迪。據彭博社報道,比亞迪在中國國內市場占有最大的份額。還有一些不太可靠的企業,例如樂視。樂視曾試圖發展電動汽車生產業務,但在2016年卻遭遇了嚴重的現金危機。

另外一個大贏家可能是美國的特斯拉汽車,其在發布低價款Model 3之前,在中國市場取得越來越大的進展。

另外一家中國汽車廠商奇瑞汽車的一名管理人員向彭博社預測,考慮到中國市場的規模,2040年可能是燃油車退出的合理目標。(財富中文網)

譯者:劉進龍/汪皓

China’s vice minister of industry and information technology, Xin Guobin, says the country is working on a timetable to end the production and sale of vehicles that run on fossil fuels, potentially dramatically reshaping the global automobile market in favor of electric vehicles.

No deadline for the switch has been set yet, according to Bloomberg. But other countries that have plans to transition away from gas power have targets centered around 2030. Those countries include India, with a target date of 2030, but no hard deadline; Britain, aiming for 2040; France, with a deadline of 2040; and Norway, with the most ambitious target, 2025.

China would be the largest single market to push towards electrification. Because the growth of China’s economy continues to propel more people into the car-owning middle class, the effect of its mandate is likely to be larger than India’s, whose GDP growth has recently declined.

China has pledged to cap its carbon emissions by 2030, and transitioning to electric vehicles will also allay severe air-quality problems that plague its citizens. But the transition could also benefit domestic manufacturers who are developing electric vehicles. Those include BYD, which according to Bloomberg has the largest portion of China’s domestic market, as well as more shaky propositions including LeEco, which has pushed into electric car production but faced a major cash crisis in 2016.

The other big winner could be America’s Tesla Motors, which has made increasing headway in the Chinese market ahead of the release of its lower-priced Model 3 sedan.

A manager for another Chinese car manufacturer, Chery Automobile, speculated to Bloomberg that 2040 would be a reasonable target for the gas-car phaseout, given the size of China’s market.

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