通过加速电动汽车价值链的本地化来促进清洁能源的使用

May 2022 PromotingClean Energy UsageThrough AcceleratedLocalization ofE-Mobility Value Chain May 2022 Authors &Acknowledgments Authors Boston Consulting GroupNatarajan SankarSushma VasudevanRajat ModwelAditya KhandeliaAkash Sethia Asian Development BankSabyasachi MitraJiwan Sharma AcharyaKeerthi Kumar Challa NITI AayogSudhendu Jyoti SinhaJoseph TejaSujit Jena Acknowledgements The authors would like to thank Mr. Amitabh Kant, CEO, NITI Aayog for their support that madethis report possible. The views and opinions expressed in this document are those of the authors and do notnecessarily reflect the positions of the institutions or governments. While every effort has beenmade to verify the data and information contained in this report, any mistakes and omissionsare attributed solely to the authors and not to the organization they represent. This publication was produced as a part of TA 6726-IND: Promoting Clean Energy UsageThrough Enhanced Adoption of Electric Vehicles and Grid Integration of Battery Storage System,co-financed on a grant basis by the Asian Clean Energy Fund, established by Government ofJapan, under the Clean Energy Financing Partnership Facility and administered by ADB. Disclaimer The views expressed in this publication are those of the authors and do not necessarily reflectthe views and policies of the Asian Development Bank (ADB) or its Board of Governors or thegovernments they represent. ADB does not guarantee the accuracy of the data included inthis publication and accepts no responsibility for any consequence of their use. The mentionof specific companies or products of manufacturers does not imply that they are endorsed orrecommended by ADB in preference to others of a similar nature that are not mentioned. Bymaking any designation of or reference to a particular territory or geographic area, or by usingthe term “country” in this document, ADB does not intend to make any judgments as to thelegal or other status of any territory or area. This document has been specifically created for Asian Development Bank (Client). The servicesand deliverables provided by Boston Consulting Group (BCG) are subject to final agreementexecuted with BCG. This document is based on a primary qualitative and quantitative researchexecuted by BCG. BCG does not provide legal, regulatory, accounting or tax advice. Theclient is responsible for making its own evaluation and any final decision will be at client’ssole discretion. The client is also responsible for obtaining independent advice concerningthese matters. The advice may affect the guidance given by BCG. Further, BCG has madeno undertaking to update this document after the date hereof, notwithstanding that suchinformation may become outdated or inaccurate. This document serves only as the focus for discussion; it is incomplete without theaccompanying oral commentary and may not be relied on as standalone document. It isunreasonable for any party to rely on this document for any purpose and BCG will not be liablefor any loss, damage, cost, or expense incurred or arising by reason of any person using orrelying on information in this document. To the fullest extent permitted by law (and except to the extent otherwise agreed in signedwriting by BCG), BCG shall have no liability whatsoever to any party, and any party herebywaives any rights and claims if may have at any time against BCG with regard to the services,this presentation, or other materials, including the accuracy or completeness thereof. Recipientand review of this document shall be deemed agreement with and consideration for foregoing. BCG does not provide fairness opinions or valuations of market transactions, and thisdocument should not be relied on or construed as such by any party as such. Further, thefinancial evaluations, projected market and financial information, and conclusions containedin this document are based on standard valuation methodologies, are not definitive forecasts,and are not guaranteed by BCG. This document should not be used in a transaction,investment, sales, marketing, or similar context. BCG has used public and/or confidential dataand assumptions provided to BCG by the Client. BCG has not independently verified all the data and assumptions used in these analyses.Changes in the underlying data or operative assumptions will clearly impact the analyses andconclusions. This report has been prepared with facts and figures basis existing market conditions as ofMay 2022 This document is fact based and is not intended to make or influence any recommendationand should not be construed as such by the reader or any other entity. Table ofContents Executive Summary Introduction 01Overview of EV Adoption in India 1.1Approach161.2Overall EV adoption outlook in India201.3Accelerators & inhibitors21 02Benchmark of Global Best Practices 2.2.3Ecosystem enablers36 03Assessment of EV Supply Chain 3.1The EV value chain503.2Impact of current government initiatives513.