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    我国电动汽车换电模式的产业政策变迁与发展趋势

    The Evolution and Development Trends of China’s Electric Vehicle Battery Swap Industry Policy

    • 摘要: 我国电动汽车换电模式的产业政策在经历早期的技术路线争议后,经过应用试点和商业模式验证,最终转向规模化推广与生态体系构建的新阶段,呈现出阶段化推进、标准化与市场化并重、央地政策协同创新等政策演进特点。在可以预见的未来,标准化体系建设将成为我国电动汽车换电模式产业政策的重要着力点,而助推换电站升级为能源节点的配套政策措施亦有望出台;同时基于我国城乡的显著差异,国家在产业政策层面必然会遵循因地制宜的逻辑对城乡进行差异化处理。本文全面梳理了我国电动汽车换电模式产业政策的发展历程;总结了产业政策演进的几个特点,并预测了我国电动汽车换电模式产业政策的未来发展趋势。

       

      Abstract: China’s industrial policy for the electric vehicle battery swap model has undergone early debates on technical routes, followed by pilot applications and business model validation, before transitioning to a new phase of large-scale promotion and ecosystem development. This evolution is characterized by phased progression, equal emphasis on standardization and marketization, and coordinated innovation between central and local policies. In the foreseeable future, the establishment of a standardized system will become a key focus of China’s electric vehicle battery swap policy. Supporting measures to upgrade battery swap stations into energy hubs are also expected to be introduced. Additionally, given the significant disparities between urban and rural areas, national industrial policies will inevitably adopt a differentiated approach based on local conditions. This article comprehensively reviews the development history of industrial policies for electric vehicle battery swapping models in China; Summarized several characteristics of industrial policy evolution and predicted the future development trend of China’s electric vehicle battery swapping mode industry policy.