“中国第2000万辆新能源汽车正式下线，是一个具有历史意义的重要时刻，是中国汽车工业70周年的最好礼物。”工业和信息化部副部长辛国斌在活动现场说道。

　　他指出，新能源汽车是全球汽车产业转型升级、绿色发展的主要方向，也是我国汽车产业高质量发展的战略选择，下一步我们要以技术创新提升中国品牌的生命力；以优质服务提升中国品牌的亲和力。

　　乘联会秘书长崔东树也在随后发文称，中国新能源汽车产销突破2000万是重大的标志性事件，代表中国实力的崛起。

　　根据国际统计局和中汽协数据，中国汽车近两年高速增长。

　　2020年9月，我国新能源汽车累计产销突破500万辆；2022年2月突破了1，000万辆；到今年7月份，我国新能源汽车累计产销突破2000万辆。也就是说，我国实现第二个1，000万的时间仅有16个月的时间，速度之快可见一斑。

　　对此，业界预计，我国新能源汽车第三个千万应该在2024年的7月前能够实现，持续的新能源汽车高增长成为中国经济增长的新动力。

　　从市场格局来看，比亚迪、广汽埃安等企业自主品牌成为新能源的核心主力，特斯拉在纯电高端市场保持领先，蔚来、哪吒、理想、零跑等新势力车企表现也较强，而主力合资车企加传统豪华车的表现不及预期。

　　最新销量数据显示，刚刚过去的6月，比亚迪表现强劲，月销量首次突破25万辆，上半年累计销量125.56万辆；埃安6月销量达45，013辆，同比增长86.7%，这是其今年连续第四个月月销突破4万辆。新势力车企中，理想汽车单月交付量首次突破3万辆，同比大增150.1%至32，575台；零跑汽车交付量继5月突破万辆后，6月再次破万辆并且达到13，209台的历史新高；哪吒汽车6月全系交付12，132台；蔚来6月销量重回万辆达到10，707台；小鹏汽车6月销量为8，620台。

　　崔东树指出，比亚迪、埃安、特斯拉等市场表现较强的原因之一是产业链能力强。

　　他分析指出，虽然多数国际汽车集团具备产业链优势，但这些汽车集团的产业链布局过于分散，无法凝聚成一个强大力量，难以建立类似比亚迪、特斯拉、广汽埃安等的新能源产业整体认知优势。另外，很多国内汽车集团在新能源产业链竞争中处于劣势，而部分车企具备产业链垂直整合能力，它们在电动化和智能化等方面展开了深度产业链布局，使其在产品提升和价格战中更易占据主动地位。

　　而自主品牌的崛起对应的是产业链的崛起，中国自主品牌最大的优势是拉动自主产业链的小企业快速成长，形成整车企业与电池企业、电机企业、电控、芯片、智能座仓的软件等企业的快速发展。这些企业的崛起占据了世界汽车零部件体系的新的规模优势和技术优势，形成未来中国汽车走向世界的巨大的联合舰队，对中国汽车产业链拉动中国制造业转型升级起到重要的龙头拉动作用。

On July 3, the 20 millionth new energy vehicle in China was officially rolled off the production line in the Ai'an brand factory of GAC Group. As the representative model of the 20th millionth offline vehicle, the Haobo GT (configuration | inquiry) under Aian has also been launched.
The official launch of China's 20th millionth new energy vehicle is a historic moment and the best gift for the 70th anniversary of the Chinese automotive industry, "said Xin Guobin, Vice Minister of Industry and Information Technology, at the event site.
He pointed out that new energy vehicles are the main direction for the transformation, upgrading, and green development of the global automotive industry, and also a strategic choice for the high-quality development of China's automotive industry. The next step is to enhance the vitality of Chinese brands through technological innovation; Enhance the affinity of Chinese brands with high-quality services.
Cui Dongshu, Secretary General of the China Association of Automobile Manufacturers, also later wrote that China's new energy vehicle production and sales exceeding 20 million yuan is a significant landmark event, representing the rise of China's strength.
According to data from the International Bureau of Statistics and the China Automobile Association, China's automobile industry has experienced rapid growth in the past two years.
In September 2020, the cumulative production and sales of new energy vehicles in China exceeded 5 million units; In February 2022, it exceeded 10 million vehicles; By July of this year, the cumulative production and sales of new energy vehicles in China have exceeded 20 million. That is to say, China has only 16 months to achieve its second 10 million yuan, which is evident in its speed.
Photo source: Cui Dongshu's official account Photo source: Cui Dongshu's official account
In this regard, the industry expects that China's third billion yuan of new energy vehicles should be achieved by July 2024, and the sustained high growth of new energy vehicles will become a new driving force for China's economic growth.
From the perspective of market structure, independent brands such as BYD and GAC Aian have become the core driving forces of new energy. Tesla maintains a leading position in the pure electric high-end market, and new power car companies such as NIO, Nezha, Ideal, and Zero Run have also performed strongly. However, the performance of the main joint venture car companies and traditional luxury cars has not been as expected.
The latest sales data shows that in the past June, BYD performed strongly, with monthly sales exceeding 250000 vehicles for the first time and a cumulative sales volume of 1255600 vehicles in the first half of the year; Aian's sales in June reached 45013 units, an increase of 86.7% year-on-year, marking its fourth consecutive month of sales exceeding 40000 units this year. Among the new force automobile enterprises, the monthly delivery volume of Li Auto exceeded 30000 for the first time, with a year-on-year increase of 150.1% to 32575 units; After breaking 10000 units in May, the delivery volume of Leapmotor broke 10000 units again in June and reached a new historical high of 13209 units; Nezha Motors delivered 12132 units throughout the entire series in June; NIO's sales in June returned to 10000 units and reached 10707 units; XPeng sold 8620 cars in June.
Cui Dongshu pointed out that one of the reasons for the strong performance of markets such as BYD, Aian, and Tesla is their strong industrial chain capabilities.

Cui Dongshu pointed out that one of the reasons for the strong performance of markets such as BYD, Aian, and Tesla is their strong industrial chain capabilities.
He analyzed and pointed out that although most international automobile groups have industry chain advantages, their industrial chain layout is too scattered to form a strong force, making it difficult to establish a comprehensive cognitive advantage in the new energy industry similar to BYD, Tesla, GAC Aian, and others. In addition, many domestic automobile groups are at a disadvantage in the competition of the new energy industry chain, while some automobile enterprises have the ability of Vertical integration of the industry chain. They have carried out a deep industrial chain layout in electrification and intelligence, making it easier for them to take the initiative in product upgrading and price war.
The rise of independent brands corresponds to the rise of the industrial chain. The biggest advantage of Chinese independent brands is to drive the rapid growth of small enterprises in the independent industrial chain, forming the rapid development of vehicle enterprises, battery enterprises, motor enterprises, electronic control, chips, intelligent warehouse software and other enterprises. The rise of these enterprises has occupied the new scale advantage and technical advantage of the world auto parts system, forming a huge Combined Fleet of Chinese cars going to the world in the future, and playing an important leading role in driving the transformation and upgrading of China's manufacturing industry by China's auto industry chain.