ITIF2024中国电动汽车和电池行业创新度研究报告英文版51页

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 world’s EVs and more than three-quarters of EV batteries. They also have produced notable innovations in EV products, processes, and customer experiences. KEY TAKEAWAYS  Chinese automakers produce 21 percent of the world’s passenger vehicles—a figure analysts estimate will reach 33 percent by 2030—and as of 2022 they produced 62 percent of the world’s EVs and 77 percent of EV batteries.  From 2020 to 2023, China’s 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 equaled—and in some cases surpassed—their Western peers in innovation capacity and product quality.  Chinese EV companies are 30 percent faster in de