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    Title: 電動汽車產業價值鍊與商業模式之探討-以西門子企業為例
    Research on value chain and business model of electromobility industry -A case study of Siemens Group
    Authors: 王蜀英
    Wang, Su Ying
    Contributors: 郭更生
    Kuo, Geng Sheng
    王蜀英
    Wang, Su Ying
    Keywords: 電動汽車
    新能源汽車
    再生能源
    智慧電網
    電力電網
    產業結構
    價值鏈
    商業模式
    核心能力
    V2G
    Date: 2010
    Issue Date: 2013-09-05 14:01:49 (UTC+8)
    Abstract: 電動汽車產業是近年來發展的新興產業,這個產業的發展,代表了全球開始省思長期使用石化燃料,對我們生存的環境,產生的諸多嚴重不良影響,空氣品質的汙染,有毒氣體的排放,尤其因大量二氧化碳的產生所造成的地球溫室效應所引發的全球氣候急遽變遷的問題,是我們全體人類不能逃避且必須正視的課題。另外,對石化燃料永續性的疑慮,也是引發全球各個先進國家亟欲尋求解決方案的原因,新能源或再生能源的開發,結合其潔淨且永續的特質,將對任何一個國家的未來發展,產生深遠的影響。而電動汽車產業,正是再生能源應用上最直接且最有價值的範例。

    雖然,再生能源發電,無論是太陽能發電亦或是風力發電,有其潔淨與永續性的優點,但是,其分散、間歇性、無法預測且不穩定的發電特質,造成再生能源發電,在實際應用上產生問題。尤其當再生能源發電與傳統電力系統整合使用時,其發電率不穩定的特性,將對既有電力系統造成嚴重的影響。此時,電動汽車產業適時的提供了解決方案,使再生能源發電在未來,得以順利地與傳統電力系統一起進行商業運轉。

    由於電動汽車產業為新興產業,因而發展出新的產業價值鏈,也造就了許多傳統汽車產業價值鏈的涉外企業,有機會涉入汽車產業領域,尤其是與機電工業相關的企業,挾其在機電工業所厚植的核心能力,使其擁有相對的競爭優勢。又因為電動汽車與再生能源在商業應用上的關聯性,使得與電力產業相關的企業,亦有機會跨足到電動汽車這個新興產業內,尋求業務發展的機會。

    中國政府已從電動汽車產業訂定其國家發展策略,以其與美日歐等先進國家在電動汽車產業上,接近齊頭發展的位置,與擁有廣大的汽車市場為其發展的後盾,期望能在短時間內,取得電動汽車產業的世界領導地位。而有鑑於對能源需求的迫切性,以及對未來能源取得的風險管理,再生能源的開發與在產業上的應用,也成為中國政府能源政策的重要議題。
    身為全球重要的機電工業與電力產業供應商之一的西門子企業集團,以其在發電、再生能源、輸配電、終端電力應用、電動驅動、以及通訊與資訊科技等領域所累積的核心能力與經驗,也積極地朝電動汽車產業,尋找未來的策略定位與發展方向。該企業已訂定了其在電動汽車產業的商業模式,與應厚植的核心能力,並實際參與諸多相關的產業計畫,目的是為了培養並累積其產業經驗。

    本論文將以個案研討的方式,以中國政府以及西門子企業集團發展電動汽車為背景,探討電動汽車新興產業,其產業結構、價值鏈、商業模式、其未來的成長動能與發展契機、以及西門子企業集團所發展的電動汽車產業商業模式在中國市場上的應用。
    Reference: 中文部分:
    1. 普哈拉(C.K. Prahalad) 、蓋瑞.哈默爾(Gary Hamel) (1990),企業核心能力(The Core Competence of the Corporation),哈佛商業評論 全球繁體中文版,March 2007。
    2. 麥可.波特(Michael E. Porter)(2008),波特新論競爭五力(The Five Competitive Forces That Shape Strategy),哈佛商業評論全球繁體中文版,January 2008。
    3. 麥可.波特(Michael E. Porter)(1996),策略是什麼(What Is Strategy),哈佛商業評論 全球繁體中文版,March 2007。

    英文部分:
    1. Andrew A. Frank (2007), “Plug-in Hybrid Vehicles for a Sustainable Future”, Research Triangle Park, Mar/Apr 2007.
    2. Anita Garling and John Thogersen (2001), “Marketing of Electric Vehicle”, Business Strategy and the Environment, Jan/Feb 2001.
    3. Caroline Cohen (2010), “Electric cars: a free ooption for now; Buy”, Bank of America - Merrill Lynch, 2010-02-01.
    4. Chitra Gopal (2009), “Battery Technology Asia Pacific – Transformation”, Nomura International (HK) Limited, 2009-09-09.
    5. Dirk Uwe SAUER, Martin KLEIMAIER and Wolfgang GLAUNSINGER (2009), “RELEVANCE OF ENERGY STORAGE IN FUTURE DISTRIBUTION NETWORKS WITH HIGH PENETRATION OF RENEWABLE ENERGY SOURCES”, 20th International Conference on Electricity Distribution, June 2009.
    6. Eric MARTINOT (2010), “Renewable power for China: Past, Present, and Future”, Higher Education Press and Springer-Verlag 2010, 2010.
    7. Eric Martinot, Carmen Dienst, Liu Weiliang and Chai Qimin (2007), “RENEWABLE ENERGY FUTURES: TARGETS, SCENARIOS, AND PATHWAYS”, Annual Review of Environment and Resources 2007, April 2007.
    8. Gary Batter, Christopher J. Ceraso, Patrick Jodin and Jun Yamaguchi (2010) , “Electric Vehicles & Fuel Efficiency in 2010 – Erratum: Endurance”, Oil & Gas, Credit Suisse Equity Research, 2010-01-05.
    9. Hans Larsen, Poul Erik Morthorst, Henrik Bindslev and Leif Sønderberg Petersen (2010), “The intelligent energy system for tomorrow“, DTU paper for WEC Montreal 2010, September 2010.
    10. John Gartner and Clint Wheelock (2010), “Electric Vehicle Charging Equipment”, Research Report (3):19, (6):41-45, Pike Research L.L.C., 2010-2Q.
    11. Johnny Wong and Reanne Liu (2009), “China Auto Sector – Keep an eye on the proper policies”, Yuanta Securities Investment Consulting, 2009-11-19.
    12. Johnny Wong, DennisChan and Kelly Hsu (2010), “Alternative energy vehicles - Greater China: Excitement Ahead, but After the Subsidies”, Yuanta Research, 2010-05-24.
    13. Klaudia Kunze (2009), “Electric Ecosystem”, Pictures of the Future, Siemens AG, Spring 2009.
    14. Klaudia Kunze (2009), “Research & Development Energy”, Innovations for New Markets, Siemens AG, Spring 2009.
    15. LIM Tae-Yun (2010), “Rapid Emergence of Rechargeable Car Battery Market”, SERI Quarterly, April 2010.
    16. Mark Hirschey (2009), “What’s Your Strategy for the Electric Vehicle Market?”, Oliver Wyman, 2009.
    17. Markus Zahnjel and Christian Lechler (2009), “A nifty means of transport and mobile electrical storage device in one: E-cars pick up speed”, Siemens AG, 2009.
    18. Michael E. Porter (2007), “Understanding Industry Structure”, 9-707-493, Harvard Business School, 2007-08-13.
    19. Michael E. Porter (1996), “What Is Strategy?”, Harvard Business Review Journal, November-December 1996.
    20. Patrick Jodin, Jun Yamaguchi, Gary Batter, Christopher J. Ceraso, Adrian Chan, Dan Eggers, Arndt Ellinghorst, Mark Flannery, John P. McNuity, Stuart Pearson and John W. Pitzer (2009), “Electric Vehicles – Back to the Future”, Energy Technology, Auto Parts & Equipment, Credit Suisse Equity Research, 2009-10-01.
    21. Ramteen Sioshansi and Paul Denkolm (2009), “The Value of Plug-In Hybrid Electric Vehicles as Grid Resources”, The Energy Journal, 2009-12-19.
    22. Ramon Casadesus – Masanell and Joan Enric Ricart (2009), “Competing through Business Model (A): Business Model Essentials”, 9-708-452, Harvard Business School, 2009-08-31.
    23. Randy Frank (2010), “Electric Vehicles: The Smart Grid’s Moving Target”, ELECTRONIC DESIGN, 2010-06-17.
    24. Rod Lache, Dan Galves and Patrick Nolan (2009), “Electric Cars: Plugged In 2 – A mega-theme gains momentum”, Deutsche Bank Securities Inc., 2009-11-03.
    25. Sun Lin (2010), “China’s Development and Policies of New Energy Auto Industry”, ITEC Working Paper Series 10-20, March 2010.
    26. T. Markel (2010), “Plug-in Electric Vehicle Infrastructure: A Foundation for Electrified Transportation”, Conference Paper of MIT Energy Initiative Transportation Electrification Symposium, NREL/CP-540-47951, April 2010.
    27. Willet Kempton and Steven E. Letendre (1997), “ELECTRIC VEHICLES AS A NEW POWER SOURCE FOR ELECTRIC UTILITIES”, Elsevier Science Ltd, Res.-D, Vol. 2, No. 3, pp. 157-175, 1997.
    28. Yankun Hou and Ming Xu (2010), “Autos and Auto Parts China – Be selective”, Nomura International (HK) Limited, 2010-03-02.
    29. “China`s Next Revolution: Transforming The Global Automotive Industry”, GLG Expert Contributor, Gerson Lehrman Group, 2010.
    30. “Competitive Landscape Across Electric Vehicle Value Chain New opportunities emerging”, Market Report of CT IRC Information Services, July 2010.
    31. “Electric and plug-in hybrid electric vehicles (EV/PHEV)”, Technology Roadmaps, International Energy Agency, 2009.
    32. “Electric Vehicle Industry in China Striving for the world’s leading position”, Market Report of CT IRC Information Services, May 2010.
    33. “Turbulent times? How mobility is changing at the end of the oil age”, ITS magazine, Siemens AG, June 2010.
    Description: 碩士
    國立政治大學
    經營管理碩士學程(EMBA)
    97932035
    99
    Source URI: http://thesis.lib.nccu.edu.tw/record/#G0097932035
    Data Type: thesis
    Appears in Collections:[經營管理碩士學程EMBA] 學位論文

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