能源革命论坛:能源消费结构长期展望及疫情对能源消费的影响
机构:国泰君安
01 疫情期间新能源汽车扶持政策频出
要点:疫情期间国内与欧洲扶持新能源汽车的政策频出。新能源车的销量也在疫情过后实现了反弹。
02 能源消费结构长期展望及疫情对能源消费的影响
要点:AMOC减弱将导致全球变暖,从而导致极端天气的增加以及能源总需求的增长。
03 全球能源结构中原油消费的现状及未来展望
要点:BP预计全球能源快速转型情境下,原油消费顶峰将出现在2025年。疫情对原油消费造成长尾效应,原油需求顶峰或提前5-10年到来。
01 疫情期间地方政府继续出台扶持新能源车政策
2020上半年新能源汽车行业受到疫情影响,财政补贴实施期限延长至2022年年底。同时公共交通及特定领域新能源汽车的补助也得到了增长。地方政府持续推出的优惠政策支持新能源汽车产业的发展。

01 中国新能源汽车销量受到疫情冲击回落至2018年水平,但是7月强力反弹
2020年第一季度受疫情影响新能源汽车销量同比下降59%,低于2018年同期销量。2020年2月~6月新能源汽车销量逐步增长,但是仍然落后于2019年同期水平。随着疫情逐渐稳定和经济发展逐步恢复,2020年7月新能源汽车销量同比增长。

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