ITIF：2024中国电动汽车和电池行业创新度研究报告（英文版）（51页）.pdf

1、 itif.org How Innovative Is China in the Electric Vehicle and Battery Industries?STEPHEN EZELL|JULY 2024 China is at the global forefront of the electric vehicle(EV)and EV battery industries.Its firms produce nearly two-thirds of the worlds EVs and more than three-quarters of EV batteries.They also

2、have produced notable innovations in EV products,processes,and customer experiences.KEY TAKEAWAYS Chinese automakers produce 21 percent of the worlds passenger vehiclesa figure analysts estimate will reach 33 percent by 2030and as of 2022 they produced 62 percent of the worlds EVs and 77 percent of

3、EV batteries.From 2020 to 2023,Chinas global EV exports increased by 851 percent,with the largest share of those exports(nearly 40 percent)going to Europe.Collectively,Chinese EV and EV battery enterprises have at least equaledand in some cases surpassedtheir Western peers in innovation capacity and

4、 product quality.Chinese EV companies are 30 percent faster in developing and releasing new car models than are so-called“legacy”American,European,and Japanese carmakers.Chinese institutions today account for 65.4 percent of the high-impact research publications in electric batteries,substantially o

5、utpacing U.S.institutions 11.9 percent.Chinese entities global share of patents in the field of electric propulsion increased from 2.4 percent in 2010 to 26.9 percent in 2020.Chinas EV and battery manufacturers have benefitted from a range of innovation mercantilist policies,including over$230 billi

6、on in subsidies from 2009 to 2023,plus local content requirements,intellectual property(IP)theft,and forced tech transfers.Americas long-term response to Chinas dominance in EVs should include investing in R&D to accelerate technological innovation,stimulating consumer adoption of EVs(e.g.,by deploy