思略特+2023年3季度电动汽车销售回顾-英-27页_1mb

报告摘要

Global battery electric vehicle (BEV) sales increased by 26% year-on-year in Q3 2023, but this was largely driven by strong performance in markets outside China. China's BEV growth slowed to 16%, the lowest in years, due to weakening economic conditions, while other analyzed markets showed 49% growth.
Plug-in hybrid electric vehicle (PHEV) sales were mixed, with higher year-on-year growth in some countries like China and the US, but declines in places like Germany. PHEVs faced less impact from economic slowdowns compared to BEVs.
China remains the largest EV market, with a significant share of global sales and strong domestic manufacturers like BYD and CATL. However, intensifying competition and potential trade tensions pose risks.
Europe and the US showed robust BEV growth, with projections of 35–42% increases for 2024. European markets approached crossover points where mainstream consumers consider BEV purchases, while some Southern European markets lagged.
Technological innovations, such as advanced battery recycling and faster-charging batteries (e.g., CATL's Shenxing battery), and supportive policies (e.g., US Inflation Reduction Act) are accelerating EV adoption and addressing range and cost barriers.
Global oil demand is slowing as EVs gain prominence, with projections indicating a peak in oil usage. EVs are moving toward cost parity with internal combustion engines, driven by economies of scale and increased investment.

Europe: BEV sales grew by 49% year-on-year in top markets like Germany, UK, and France. By 2035, full EV dominance is expected. Southern European markets have lower shares but show potential.
China: BEV sales grew at 16% YoY, still outpacing overall vehicle sales. Domestic brands dominate, but economic issues and trade risks could limit future growth.
USA: BEV sales surged 62% year-on-year in Q3 2023, with government incentives and new models boosting adoption. Market share is 7%, expected to rise.
Other Markets: Japan, South Korea, and emerging nations like India show varying levels of EV penetration, with hybrid vehicles dominating in places like Japan.

Analysts forecast a 35% global BEV market growth for 2024. Legacy OEMs predict BEV profitability within years, accelerated by flexible platforms and economies of scale.
Notable developments include new BEV launches (e.g., Audi Q6 e-tron, BYD models) and trends toward affordable EVs. Trade policies and environmental criteria are intensifying global competition.

Battery technology advancements, such as Toyota's solid-state batteries promising faster charging and longer ranges, will further drive EV adoption.
Events like the IAA Mobility show highlight increasing prominence of Chinese OEMs and a shift away from luxury EV focus.
EV registrations in 2023 exceeded expectations in key regions, with market shares climbing steadily in WE5+, China, and North America.

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