我国电动汽车行业投资机会分析

发布时间：2018-02-27 03:05

本文关键词： 电动汽车投资机会五力分析 SWOT分析　出处：《郑州大学》2015年硕士论文　论文类型：学位论文

【摘要】：改革开放以来,随着我国经济的不断发展,汽车消费出线井喷,逐渐进入普通工薪家庭,并开始由城市家庭消费向农村家庭消费普及,庞大的汽车保有量给我国的环境和能源带来了巨大的压力。从环境问题来讲,近年来,我国从华北到中部、乃至江南、黄淮地区相继出现大范围雾霾天气表明,都被雾霾笼罩,部分大、中城市的环境问题已经到了不可接受的程度,成为影响民生的重要问题之一；从能源问题来讲,我国在能源供应结构上存在典型的“多煤、少油、缺气”的特征,按照“石油峰值”等相关理论、同时根据我国目前的经济发展方式进行测算,未来5年和15年内我国所需的石油量将分别达到5.3亿吨和6.5亿吨。而我国原油产量在2015年达到峰值后将逐年减少,最多也不超过2亿吨,这说明我国的原油进口量将持续增加,石油对外依存度不断上升,按照中国石油集团经济技术研究院发布《2013年国内外油气行业发展报告》称,2013年,中国石油的对外依存度已经达到58.1%。从上述数据可以看出,我国大力支持发展电动汽车行业将有力缓解目前所面临的环境和资源压力,减少环境污染和降低石油对外依存度,对于保护生态环境和保障国家能源安全,实现经济的低碳可持续发展具有重要意义。同时,在技术差距与发达国家不大的前提下,我们国家采取政策支持、充分整合优势资源的基础上,实现电动汽车领域的“弯道超车”,对于提升我国的汽车产业全球竞争力具有重要的战略意义。本文以首先介绍了全球各主要国家的电动汽车战略及消费情况,结合我国目前电动汽车发展现状,详细的分析了我国电动汽车行业的发展概况及存在问题。运用波特五力模型对我国电动汽车行业发展现状进行了分析,从进入壁垒、替代品威胁、消费者议价能力、供应商议价能力和行业现有竞争者之间竞争关系等五方面分析得出,我国电动汽车行业从产业培育期向大规模产业化发展过程中,需要政策的强力支持；运用SWOT分析对我国电动汽车行业发展所具有的优势与劣势、以及面临的机遇与威胁进行详细的分析,得出了我国电动汽车行业存在巨大的市场空间和投资机会。在得出我国电动汽车具有巨大的市场空间的基础上,本文积极探寻电动汽车行业及其上下游相关产业存在的投资机会,对行业相关方和潜在投资者提供借鉴和参考,并针对如何促进我国电动汽车行业的长期健康发展给出了一些针对性政策建议。
[Abstract]:Since the reform and opening up, with the continuous development of our country's economy, automobile consumption has been blowout, and gradually entered into the ordinary working families, and began to popularize from urban to rural household consumption. The huge amount of automobile ownership has brought great pressure to the environment and energy of our country. In terms of environmental problems, in recent years, from North China to Central China, and even to the south of the Yangtze River, the emergence of a large scale of haze weather in the Huanghuai region shows that haze has shrouded the region. The environmental problems in some large and medium-sized cities have reached an unacceptable level and have become one of the most important issues affecting people's livelihood. In terms of energy issues, there are typical characteristics of "more coal, less oil, and less gas" in the energy supply structure of our country. According to the "peak oil" and other relevant theories, at the same time, according to the current economic development mode of our country, In the next five years and 15 years, China will need 530 million tons of oil and 650 million tons of oil respectively. However, China's crude oil production will decrease year by year after reaching its peak in 2015, and the maximum will not exceed 200 million tons. This shows that China's crude oil imports will continue to increase. According to the 2013 report on the Development of Oil and Gas Industry at Home and abroad issued by the Economic and technological Research Institute of China National Petroleum Corporation, the external dependence of PetroChina has reached 58.1% in 2013. As can be seen from the above data, China's strong support for the development of the electric vehicle industry will make it possible to alleviate the environmental and resource pressures currently being faced, reduce environmental pollution and reduce the degree of dependence of oil on foreign countries, which will protect the ecological environment and ensure national energy security. It is of great significance to achieve low-carbon sustainable development of the economy. At the same time, on the premise that the technological gap is small with the developed countries, our country has adopted policy support and fully integrated its superior resources. The realization of "bend overtaking" in the field of electric vehicles is of great strategic significance for improving the global competitiveness of China's automobile industry. This paper first introduces the strategy and consumption of electric vehicles in the major countries of the world. Combined with the current situation of electric vehicle development in China, the development situation and existing problems of electric vehicle industry in China are analyzed in detail. The development status of electric vehicle industry in China is analyzed by using Porter's five-force model, and the barriers to entry are analyzed. Five aspects, such as the threat of substitute, the bargaining power of consumers, the bargaining power of suppliers and the competitive relationship between the existing competitors in the industry, are analyzed. The conclusion is that the electric vehicle industry in China has developed from the period of industrial cultivation to the large-scale industrialization. It needs strong support of policy, and makes a detailed analysis of the advantages and disadvantages of the development of electric vehicle industry in China, as well as the opportunities and threats faced by the development of the electric vehicle industry by using SWOT analysis. It is concluded that there is a huge market space and investment opportunities in the electric vehicle industry in our country, and on the basis of the conclusion that there is a huge market space for electric vehicles in our country, This paper actively explores the investment opportunities of the electric vehicle industry and its upstream and downstream related industries, and provides reference and reference for the relevant parties and potential investors in the industry. Some suggestions are given on how to promote the long-term and healthy development of electric vehicle industry in China.
【学位授予单位】：郑州大学
【学位级别】：硕士
【学位授予年份】：2015
【分类号】：F426.471

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