如何夯实其优势，最近国务院常务会议上提出几个方向性指引：加强动力电池系统、新型地盘架构、智能驾驶体系等重点领域关键核心技术攻关；统筹国内国际资源开发利用，健全动力电池回收利用体系，构建“车能路云”融合发展的产业生态，提升全产业链自主可控能力和绿色发展水平；延续和优化新能源汽车车辆购置税减免政策等。

　　新能源汽车赛道是中国在耐用品细分赛道实现突破的一个新案例。最新数据显示，2023年前4个月，世界新能源乘用车达454万辆，同比增长38%，中国新能源乘用车占比达世界新源车的60%，凸显出中国在新能源汽车领域的全产业链优势。

　　而中国能在新能源汽车这一细分赛道走出自己的节奏，汇聚自身独特优势，至少受益于两点：一是构建开放型的市场准入环境，充分利用国内国外两大资源。正是特斯拉专利开放，中国造车新势力得以突破技术等行业准入门槛，而上海特斯拉超级工厂在推动中国新能源汽车形成完备产业生态链上功不可没。

　　二是中国政府对新能源汽车持之以恒的政策支持，是中国能在世界新能源汽车产业生态链上占据主导性地位的基本保障。相对于燃料汽车，新能源汽车是一个新的细分行业赛道，在发展初期的市场培育和政策扶持必不可少。

　　当然，当前新能源汽车这一细分赛道中，中国造车新势力还需继续将有限的资源尽量投入到自身比较优势领域，以市场开放合作的心态打造独特的市场竞争优势。

　　这方面，最近国务院常务会议已给出了方向指引，即在加强动力电池系统、新型底盘架构、智能驾驶体系等方面进行关键核心技术攻关。

　　同时，当前要夯实中国在新能源汽车领域的市场竞争优势，还需补齐新能源汽车赛道的短板，那就是完善电池回收处理等环节，以实现新能源汽车产业生态链的完全闭环。

　　近年来新能源汽车发展迅速，随之而来的将是电池的回收降解处理。电池属于电子化学品，具有高腐蚀性和有毒性，如何对电池进行降解处理，将决定着新能源汽车产业的发展空间。

　　毕竟，作为一个新的生态系统，不仅需要入口也需要出口，目前新能源行业的发展是，生产运营和充电桩等基础设施系统取得长足发展，但电池回收等有待进一步完善和技术上的突破性进展；当务之急，是在电池回收降解环节加大研发投入，健全动力电池回收利用体系，避免因为电池回收利用不完善而导致整个新能源汽车行业尾大不掉。

　　此外，还需清晰厘定新能源汽车在整个出行工具市场的定位。目前动力电池的能量密度显著低于石油等能源，这意味着在能源的性价比，及出行成本、护养成本等方面，新能源汽车更多是燃料汽车的替补，新能源汽车比较优势可能更聚焦在AI的实现场景上。为此，新能源汽车必须明晰好自身定位，才能真正找准自身的生存发展逻辑。

　　总之，新能源汽车是中国在出行工具市场主导培育而出的一个细分行业，属于开创性基业，当前要夯实中国在新能源汽车赛道的主导型竞争优势，将需要补足动力电池回收等短板，推动新能源汽车的生产生态闭环化，以固化和强化中国在这一细分市场的竞争优势。

　　而要达到这一目标，需打造开放自由的营商环境，充分利用好国内国际两大资源，打造自由开放的新能源汽车生态系统，避免固步自封。

How to consolidate its advantages, several directional guidelines were proposed at the recent executive meeting of the State Council: strengthening key core technology research in key areas such as power battery systems, new land architecture, and intelligent driving systems; Coordinate the development and utilization of domestic and international resources, improve the power battery recycling and utilization system, build an industrial ecosystem with integrated development of "vehicle energy, road and cloud", and enhance the independent and controllable ability of the entire industrial chain and the level of green development; Continuation and optimization of new energy vehicle purchase tax reduction policies.
The new energy vehicle track is a new case of China's breakthrough in the durable goods segment. The latest data shows that in the first four months of 2023, the world's new energy passenger vehicles reached 4.54 million, a year-on-year increase of 38%. China's new energy passenger vehicles accounted for 60% of the world's new source vehicles, highlighting China's overall industry chain advantage in the field of new energy vehicles.
And China can break its own pace and gather its unique advantages in the segmented race of new energy vehicles, benefiting from at least two aspects: firstly, building an open market access environment and fully utilizing the two major domestic and foreign resources. It is precisely Tesla's patent opening that has enabled new forces in China's automotive industry to break through the entry barriers for technology and other industries. The Shanghai Tesla Super Factory has played an indispensable role in promoting the formation of a complete industrial ecosystem for China's new energy vehicles.
The second is the consistent policy support of the Chinese government for new energy vehicles, which is the basic guarantee for China to occupy a dominant position in the world's new energy vehicle industry ecosystem. Compared to fuel vehicles, new energy vehicles are a new niche industry track, and market cultivation and policy support are essential in the early stages of development.
Of course, in the current segmented race of new energy vehicles, China's new car manufacturing forces still need to continue to invest their limited resources as much as possible into their comparative advantage areas, and create unique market competitive advantages with an open and cooperative market mentality.
In this regard, the recent executive meeting of the State Council has provided direction guidance, namely to carry out key core technology research in strengthening power battery systems, new chassis architectures, intelligent driving systems, and other aspects.
At the same time, in order to consolidate China's market competitive advantage in the field of new energy vehicles, it is necessary to make up for the shortcomings of the new energy vehicle track, which is to improve the battery recycling and treatment processes, in order to achieve a complete closed-loop of the new energy vehicle industry ecological chain.
In recent years, the rapid development of new energy vehicles has led to the recycling and degradation of batteries. Batteries are electronic chemicals with high corrosiveness and toxicity. How to degrade batteries will determine the development space of the new energy vehicle industry.
After all, as a new ecosystem, it requires not only imports but also exports. Currently, the development of the new energy industry is characterized by significant progress in infrastructure systems such as production and operation, as well as charging stations. However, battery recycling and other aspects need further improvement and technological breakthroughs; The urgent task is to increase research and development investment in the battery recycling and degradation process, improve the power battery recycling and utilization system, and avoid the entire new energy vehicle industry lagging behind due to incomplete battery recycling and utilization.
In addition, it is necessary to clearly define the positioning of new energy vehicles in the entire transportation market. The current energy of the power battery