The proportion of the new energy vehicle market is expected to gradually increase in 2024, and is expected to exceed 50% by 2026. The China Electric Vehicle 100 Forum will be held at the Diaoyutai State Guesthouse in Beijing, and Ouyang Minggao, an academician of the Chinese Academy of Sciences, said that with the continuous optimization of new energy vehicle technology, the market share will continue to grow. The market share of new energy vehicles is expected to increase by 5-10 percentage points this year, will be close to 50% in 2025, and is expected to exceed 50% in 2026.
Ouyang Minggao emphasized that in the future, new energy and new energy vehicles will develop in a coordinated manner, focusing on electrification, intelligence and low-carbon. Zhang Yongwei, vice chairman and secretary general of the Committee of 100, pointed out that the development of the new energy vehicle market will accelerate, and enterprises need to adapt to full competition and accelerate evolution. He suggested that enterprises should change their traditional development methods and improve their ability to resist risks through the combination of connotative and expanded development of social financing.
The 2023 research released by the China Electric Vehicle 100 Committee covers a number of important topics, including the summary and suggestions for the development of new energy vehicles, and the international development strategy. In 2024, industry technology and model innovation will be more active, competition will be fiercer, and cross-border integration will be deeper. The conference also released a research report "Towards 2030: Global New Energy Vehicle Industry Development Pattern and Prospects" in cooperation with McKinsey, pointing out that the new energy vehicle market will usher in a number of changing trends in 2030, including global technology promotion and increased consumer influence.
The report emphasizes that car companies need to establish core capabilities, including technological innovation, cost control, and ecological platform operation, and explore and develop along the path of different types of successful car companies. In the face of future uncertainties and risks, automakers need to remain vigilant and establish a "moat" to adapt to the changing market.