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1、Electric Vehicle Sales Review Q3 2024Foresight to drive the industryOctober 2024Strategy&This publication has been developed in collaboration between Strategy&,PwCs global strategy consulting business,alongside PwC Autofacts automotive industry and function experts.Together,we transform organization

2、s by developing actionable strategies that deliver results.At PwC,our purpose is to build trust in society and solve important problems.Were a network of firms in 151 countries with almost 364,000 people who are committed to delivering quality in assurance,advisory and tax services.Find out more and

3、 tell us what matters to you by visiting us at .PwC refers to the PwC network and/or one or more of its member firms,each of which is a separate legal entity.Please see for further Strategy&Electric Vehicle Sales Review*Incl.BEV,PHEV and hybridSource:PwC Autofacts analysis3Executive summaryEVs*repre

4、sented fourin ten vehicles sold inall analyzed marketsin Q3 2024 41%EV market share across allanalyzed markets in Q3 2024Back in the first quarter of 2023,28%of vehicles sold in all analyzed markets were EVs(BEVs,PHEVs or hybrids).By the third quarter of 2024,that proportion had risen to 41%.Althoug

5、h progress is not uniform across all markets,the overall trajectory of the EV market continues to inspire optimism.Much of the rise in market share can be explained by the rapid expansion of the Chinese PHEV market,which has more than trebled in size since the first quarter of 2023.In total,more tha

6、n 3 million EVs were sold in China in Q3 2024,representing more than half of the total in all analyzed markets.Chinas PHEV exports have also shot up,more than doubling during the first three quarters of 2024 year-on-year.The European Union believes that state subsidies have awarded Chinese OEMs an u

7、nfair cost advantage,and barring a last-minute reversal,will soon impose tariffs on Chinese-made imports.However,as our Analyst Insights section shows,some Chinese manufacturers are poised to fight back,developing production plans in Europe in order to circumvent the tariffs.Other countries and regi

8、ons have also boasted success stories in the third quarter.EV sales are dominant in the top five European markets,comprising 56%of all new registrations.More than a third(35%)of all vehicles sold in these markets were hybrids.The United Kingdom is currently the most buoyant within the European top 5

9、,with BEV market share alone now standing at 20%.The United States market also continues to develop steadily,with total EV market share passing 20%for the first time in Q3 2024.Norway,however,continues to beat all-comers,reaching a BEV market share of 95%.Global EV market share continues to riseStra

10、tegy&EU tariffs on BEVs built in China now imminentElectric Vehicle Sales Review*Guarantee in the form to be decided by customs in each EU member state,collected only if and when definitive duties are imposed;*Other EV producers in China that cooperated in the anti-subsidy investigation but have not

11、 been individually sampled;*Other EV producers in China that did not cooperate during the investigationSource:PwC Autofacts analysis,ACEA,European Commission,Reuters41.Analyst insightsBarring a last-minute compromise,the European Union will soon press ahead with substantial tariffs on Chinese-made B

12、EVs and REEVs of up to 45 percent.The EU voted on the fourth of October to impose tariffs,with 10 members voting in favor,five against and 12 abstaining.The tariffs,which are currently due to go into force at the start of November,represent an attempt to counter what the EU believes is an unfair com

13、petitive advantage for Chinese-made BEVs and REEVs.The Chinese government has awarded various generous subsidies to their local BEV brands in order to accelerate the countrys ambitions for electric transformation.This state assistance has allowed Chinese brands to enter the European market with the

14、latest technology and prices that domestic brands cannot match.Indeed,the cost advantage of approximately 20%that Chinese-made BEVs typically enjoy have made them a particularly attractive purchase in the highly price-sensitive low to mid-range market.The market share of Chinese-made vehicles among

15、overall BEV sales in Europe has jumped accordingly from 3%in 2020 to 22%in 2023.The imminent tariffs,which will apply on top of the already existing 10%import tax,are set individually for each manufacturer,and are based on various factors,such as the level of cooperativeness with the EUs anti-subsid

16、y investigation.The tariff rate will reach as high as 35.3%for Chinese-made BEVs.Some European and Chinese brands automatically received the highest rate so far as the models were not yet launched during the discussion period.The tariffs currently only apply to fully electric passenger cars meaning

17、all other powertrains and all commercial vehicles continue with only the existing 10%import tax.Resistance to the tariffs from EU member states has arisen for two main reasons.First,the tariffs will not only affect Chinese OEMs,but also European brands that produce vehicles in China and import them

18、back toDate of initiationTime period envisaged for verification visitsPre-disclosureProvisional measuresReturn comments on provisional measuresReturn comments on final disclosureDefinite measuresInitiation stageProvisional stageDefinitive stage4 Oct 20234 Dec 2023 12 Apr 202412 Jun 20244 Jul 202420

19、Jul 202430 Aug 202431 Oct 2024Timeline for EU tariff decisionEurope,such as BMW,Renault and Volkswagen.Second,it is feared that the tariffs could provoke retaliatory actions,thus potentially harming European brands in any industry seeking to expand their operations in China.Affected OEMs as of 31 Oc

20、t 2024*(active for 5 years,negotiations pending)Strategic groupRegular tariffPunitive tariffBYD10%17.0%Geely18.8%SAIC35.3%Tesla7.8%Other Cooperative*20.7%Other Uncooperative*35.3%Strategy&Chinese OEMs respond with European production plansElectric Vehicle Sales Review*Start of production;*Ongoing ne

21、gotiations,not finally confirmedSource:PwC Autofacts analysis,IfW Kiel,Autonews,Jato,Electrek,Wards Auto,InsideEVs,Reuters,BBC51.Analyst insightsNew tariffs could reduce BEV imports from China by 25%,representing a value of$4 billion according to the Kiel Institute.With a higher price attached to a

22、smaller number of Chinese-made vehicles,domestic European brands will initially find it easier to compete,particularly in the low-to-medium cost bracket where they previously faced a disadvantage.However,Chinese OEMs are poised to fight back,expanding their production in Europe to circumvent the pun

23、itive tariffs.Various approaches are open to them:full local production(an all new plant“greenfield”or currently existing plant“brownfield”),as planned by thelikes of BYD and Chery;joint production in the existing plants of European partners;semi knocked-down(SKD)or completely knocked-down(CKD)impor

24、t and assembly of kits from China;or outsourcing to a Europe-based contract manufacturer.The focus is expected to be on lower cost Eastern and Southern European countries.Every Chinese OEM will weigh up which manufacturing model best suits their commercial and financial interests.It is estimated tha

25、t each OEM will need to achieveannual sales volumes of at least 100,000 units in Europe to justify local production without a partner.Chinese OEMs would naturally prefer to export from China,where they also have overcapacity,know their local suppliers and have lower costs.Production in Europe avoids

26、 potential tariffs and negative public relations,but increases complexity by producing in multiple locations with different cultures and work ethics.At the same time,a global footprint reduces the risk of natural disasters and offers fewer geopolitical risks.PwC Autofacts predicts that Chinese OEMs

27、will manufacture at least 700,000 passenger cars in Europe in 2030 across all of these manufacturing models,representing more than 5%of total production in the region.The definition covers Chinese OEMs such as MG,Zeeker and BYD but excludes Chinese-owned European OEMs such as Volvo and Lotus.A highe

28、r Chinese production volume in Europe will likely lead to greater overcapacity in Europe,unless part of the additional volume is produced in existing plants.BrandLocationSoP*ConfirmedBYDSzeged,HU2025CheryBarcelona,ESQ4 2024LeapmotorTychy,PLH2 2024UnconfirmedCheryIT,UK?*DongfengIT?*MG(SAIC)CZ,ES,HU?*

29、Zeeker(Geely)BE,SE?*700,000+Chinese passengercars produced inEurope in 2030ConfirmedUnconfirmedStrategy&Europe Top 4ModelSales Q1-Q3 2024Tesla Model Y52,871 0Tesla Model 329,290 0Peugeot E-20823,423 2VW ID.323,225 0Skoda Enyaq21,809 5Fiat 500e21,763NewMG 421,165 4VW ID.4,ID.519,557 1BMW iX118,447 1V

30、olvo EX3016,340 2Tesla Model Y leads in all key marketsTop-selling BEVs in Q1-Q3 2024(ranking change Q1-Q3 2024 vs.H1 2024)Electric Vehicle Sales ReviewSource:PwC Autofacts analysis,KBA,AAA Data,UNRAE,DGT,CPCA,KBB645678910USAModelSales Q1-Q3 2024Tesla Model Y284,831 0Tesla Model 3131,975 0Ford Musta

31、ng Mach-E35,626 0Hyundai Ioniq 530,318 0Tesla Cybertruck28,250NewRivian R1S23,399 1Ford F-150 Lightning22,807 1Cadillac Lyriq20,318 1BMW i417,666 1VW ID.416,375 1ChinaModelSales Q1-Q3 2024Tesla Model Y337,648 0BYD Seagull297,395 0BYD Yuan Plus197,099 0Wuling Hongguang Mini EV154,432 1BYD Qin Plus EV

32、136,603 1Wuling Bingo128,703 3Tesla Model 3122,552 1Aion Y120,807 2BYD Dolphin111,244 1Aion S108,757 32.Electric vehicle markets overviewStrategy&Upcoming BEVs to drive market growthQ1 2024Electric Vehicle Sales ReviewSource:S&P Global Mobility Light Vehicle Powertrain Production Forecast September

33、2024 release72.Electric vehicle markets overviewBYDSealion 07HyundaiIoniq 9KIAEV3Avatr16MaseratiGranCabrioCupraTavascanBYD SharkGeelyE8Mercedes-BenzEQGAlfa RomeoJuniorRenault5CadillacEscalade IQQ2 2024Q3 2024Q4 2024Strategy&Electric vehicle sales growth continuesQ3 2023 YTD vs.Q3 2024 YTD(in million

34、)Source:PwC Autofacts analysis,local governmental or car association data83.Electric vehicle markets analysis1Total EVs2BatteryEVs3Plug-inhybrid EVsElectric Vehicle Sales Review0123456721%64%15%Sep-23 YTD18%67%14%Sep-24 YTD5.86.3+9%024681012141633%51%16%Sep-23 YTD29%56%15%Sep-24 YTD11.814.3+22%0.00.

35、51.01.52.02.53.03.54.023%69%8%Sep-23 YTD14%80%6%Sep-24 YTD2.53.9+60%0.00.51.01.52.02.53.03.54.04.559%17%24%Sep-23 YTD60%16%25%Sep-24 YTD3.54.1+17%WE 5+5ChinaUSA4Full and mildhybrid EVsStrategy&Western Europe 5+5Source:PwC Autofacts analysis,local governmental or car association data93.Electric vehic

36、le markets analysisElectric Vehicle Sales ReviewEuropean Top 5:France,Germany,Italy,Spain and UKElectric vehicles are now clearly in the ascendancy in the top five European markets,with a market share of 56%in the third quarter of 2024.The market share for hybrids alone amounted to 35%,more than one

37、 in three vehicles now sold in the region.This hybrid growth is due in large part to mild hybrids becoming standard in many models.Indeed,whereas BEVs and PHEVs suffered year-on-year declines in Q3 2024,hybrids continued their impressive growth,with sales increasing by 16%.Hybrid sales growth was pa

38、rticularly strong in France(34%)and Spain(25%).On the other hand,BEV and PHEV sales in the top five European markets suffered significant declines,down by 19%and 8%respectively in Q3 2024 vs.Q3 2023.The fall in BEV sales can be mostly attributed to performance in the large German market,which regist

39、ered a year-on-year quarterly decline of 45%.This Q3 showing follows a clear pattern throughout 2024 in the German market,which has been adversely affected by the sudden termination of the BEV subsidy program at the end of 2023.Nevertheless,the 17%BEV share in September was the best result so far th

40、is year.Despite the overall BEV sales decline across all five markets,Spain and the UK have been consistently bucking the trend during the year.BEV sales increased by 20%in the third quarter of 2024 for both in comparison with the equivalent period last year,the UK again boosted by the governments Z

41、EV mandate.BEV market share in the UK is now comfortably the highest in the European top 5,at 20%in September.Indeed,UK BEV unit sales in Q3(103,000)even exceeded the number registered in the larger German market(92,000).Whereas the other markets suffered YoY declines in PHEV sales,the UK proved an

42、outlier,up by 18%in Q3 2024.Total EV market share in the UK,now standing at 66%,outstrips the other four markets,albeit closely followed by France with 62%.WE 5+5Q3 2024Comparison to Q3 2023BEV384,000-14%PHEV169,000-8%Hybrid783,000+16%Total EV1,336,000+2%Other European markets:+5(Austria,Netherlands

43、,Norway,Sweden,Switzerland)Among the other European markets,only Norway and the Netherlands managed to register year-on-year BEV sales growth in Q3,up by 19%and 11%respectively.BEV market share in Norway now stands at a mammoth 95%.Next in line in terms of BEV market share are Sweden and the Netherl

44、ands,at 38%and 35%respectively.Meanwhile,Sweden enjoys the highest PHEV market share(21%),and Switzerland the highest hybrid market share(35%).Strategy&China and other Asian countriesSource:PwC Autofacts analysis,local governmental or car association data103.Electric vehicle markets analysisElectric

45、 Vehicle Sales ReviewChinaThe total EV market in China grew by a third(33%)in the third quarter of 2024 when compared with the equivalent period last year.This performance came about despite the decline of 9%in overall powertrain sales in the same time frame.PHEV sales were responsible for the bulk

46、of that growth,up by 79%in Q3 2024 vs.Q3 2023.Meanwhile,BEV sales increased by 15%over the same period.This continuing growth has led to a sharp hike in the combined BEV/PHEV market share,which now stands at more than 50%,almost doubling from just 26%in the first quarter of 2023.A combined total of

47、more than three million BEVs and PHEVs were sold in China in the third quarter.PHEV exports from China have shoot up during the first three quarters of 2024,up by 110%.JapanThe Japanese EV market is dominated by the sale of hybrids,with a market share of 59%in Q3 2024.The combined market share of BE

48、Vs and PHEVs is just 3%.Hybrid sales grew year on year by 11%in Q3 2024,while BEV and PHEV sales fell by 14%and 35%respectively.ChinaQ3 2024Comparison to Q3 2023BEV1,718,000+15%PHEV1,331,000+79%Hybrid245,000+3%Total EV3,294,000+33%South KoreaBEV sales grew by 18%in Q3 2024 vs.Q3 2023,while hybrid sa

49、les grew by 36%.BEV and hybrid market shares stand at 11%and 29%,respectively,while PHEVs have seen declines in popularity throughout 2024,recording a 15%drop in Q3 2024 year-on-year.Strategy&United StatesSource:PwC Autofacts analysis,local governmental or car association data113.Electric vehicle ma

50、rkets analysisElectric Vehicle Sales ReviewBEV sales grew by 11%in the third quarter of 2024 when compared with the equivalent period last year.BEV market share now stands at 9%.Several factors indicate that this percentage will continue to rise steadily a wider array of products,a higher proportion

51、 of models that are meeting the critical minerals and battery components requirements for the$7500 tax credit,a rapidly developing infrastructure,and the expansion of Teslas Supercharger network to accommodate non-Tesla BEVs.Although some PHEV models do qualify for a tax credit,their generally highe

52、r purchase price explains their contrasting fortunes.PHEV sales fell by 16%in Q3 2024 vs.Q3 2023,and PHEV market share remains at just 2%.Hybrid sales grew by 28%in the same period,resulting in a market share of 11%.Total EV market share in the USA has now exceeded 20%for the first time.USAQ3 2024Co

53、mparison to Q3 2023BEV344,000+11%PHEV67,000-16%Hybrid409,000+28%Total EV820,000+15%Strategy&Total sales:7,777,469EV sales:4,162,462of which BEVs:1,152,249PHEVs:552,707Hybrids:2,457,507Shares of electric vehicle registrationsElectric vehicle sales in Q3 2024 YTDSource:PwC Autofacts analysis,local gov

54、ernmental or car association data123.Electric vehicle markets analysisElectric Vehicle Sales Review2China3USA1WE 5+546%15%7%32%54%ICEEVBEVPHEVHybridTotal sales:11,696,939EV sales:2,149,788of which BEVs:901,224PHEVs:236,281Hybrids:1,012,28382%8%2%9%18%Total sales:17,258,000EV sales:8,025,200of which

55、BEVs:4,260,000PHEVs:3,126,000Hybrids:639,20054%25%18%4%47%Strategy&Regional electric vehicle*assembly forecast2024F vs.2029F(in million)*Electric vehicles=BEV,PHEV(incl.REEV)and hybrid(incl.FHEV,MHEV and Series-Hybrid)Source:S&P Global Mobility Light Vehicle Powertrain Production Forecast September

56、2024 release134.Electric vehicle production forecast1TotalEVs01020304050607022%45%12%19%2%2024F20%39%15%20%5%2029F32.867.3+105%Western+Central EuropeChinaNAFTAAsia-Pacific(excl.China)RoW0510152025303516%64%11%8%1%2024F24%42%18%13%3%2029F11.231.6+182%0246810121415%75%4%5%1%2024F7%76%7%6%4%2029F6.513.

57、0+99%051015202530%17%15%33%4%2024F23%14%16%38%10%2029F15.122.7+51%2BatteryEVs3Plug-in hybridEVsElectric Vehicle Sales Review4HybridEVsStrategy&010203040506070201920202021202220232024F2025F2026F2027F2028F2029F-20020406080100120Electric vehicle*assembly forecast2019 2029F(in million(lhs),growth rate i

58、n%(rhs)*Electric vehicles=BEV,PHEV(incl.REEV)and hybrid(incl.FHEV,MHEV and Series-Hybrid)Source:S&P Global Mobility Light Vehicle Powertrain Production Forecast September 2024 release144.Electric vehicle production forecast5Global EV production by powertrainBEV growthPHEV growthHybrid growthBEVPHEVH

59、ybridElectric Vehicle Sales ReviewStrategy&2024(not exhaustive)Electric Vehicle Sales ReviewSource:S&P Global Mobility Light Vehicle Powertrain Production Forecast September 2024 release155.BEV model launchesBrandModelLaunchQuarterAvatr162024Q4BYDSeal 06 GT2024Q4BYDShark2024Q4CadillacCelestiq2024Q4G

60、eelyXingyuan2024Q4HyundaiIoniq 92024Q4JeepRecon2024Q4Mercedes-BenzCLA EQ2024Q4MGS52024Q4OpelGrandland2024Q4ToyotabZ3C2024Q4ToyotabZ3X2024Q4WulingE-Sedan2024Q4XpengP7+2024Q4Zeekr7X2024Q4Overview:BEV modellaunchesStrategy&2025 2028(not exhaustive)Electric Vehicle Sales ReviewSource:S&P Global Mobility

61、 Light Vehicle Powertrain Production Forecast September 2024 release165.BEV model launchesBrandModelLaunchAlfa RomeoAlfetta2028AudiA8 e-tron2028AudiQ10 e-tron2028BentleyBentayga2026BMWiX52026BMWiX62028BMWiX72027CheryFulwin E052026CheryFulwin E062025CheryTiggo 52026ChevroletTahoe EV2027ChryslerICON20

62、26CupraRaval2026DodgeDurango2026FangchengbaoBao 32025Overview:BEV modellaunchesStrategy&2025 2028(not exhaustive)Electric Vehicle Sales ReviewSource:S&P Global Mobility Light Vehicle Powertrain Production Forecast September 2024 release175.BEV model launchesBrandModelLaunchFerrariRoma2028GeelyGeome

63、E2028GenesisGV902026HyundaiElexio EV2025KiaEV22025KiaEV72027LamborghiniLanzador2028LotusEmira2028LotusExige2026LucidEarth2027PolestarPolestar 72027Rolls-RoyceCullinan2027TeslaCybercab2026VolkswagenID.12028VolkswagenID.22026Overview:BEV modellaunchesStrategy&Electric Vehicle Sales Review186.Electric

64、vehicle sales dataSep-24YTDMarket ShareSep-23YTDYTDYoYQ3-24QoYSep-24MoYAug-24MoYJul-24MoYBEV216,84017.1%204,6156.0%58,442-12.4%28,301-6.2%13,109-33.3%17,0321.0%PHEV99,0987.8%116,423-14.9%25,411-33.9%10,075-35.7%6,162-35.3%9,174-30.7%Hybrid412,69532.6%303,61035.9%132,18434.2%53,16338.2%30,57612.6%48,

65、44547.3%Total EV728,63357.6%624,64816.6%216,0376.1%91,5398.6%49,847-11.5%74,65118.5%FranceOther537,27842.4%663,981-19.1%134,980-30.9%47,464-34.1%36,130-36.9%51,386-22.1%BEV276,39013.1%387,289-28.6%92,265-44.8%34,4798.7%27,024-68.8%30,762-36.8%PHEV132,8616.3%123,3457.7%43,312-2.2%14,936-2.9%13,565-6.

66、8%14,8113.2%Hybrid545,30125.8%490,85511.1%181,3358.7%60,4974.7%55,779-0.1%65,05922.4%Total EV954,55245.1%1,001,489-4.7%316,912-16.2%109,9124.8%96,368-38.6%110,632-4.8%GermanyOther1,161,52254.9%1,136,5772.2%327,521-9.8%98,936-17.3%100,954-13.2%127,6310.4%BEV48,2174.0%45,7615.4%13,2751.5%6,42230.0%2,5

67、90-36.2%4,2634.4%PHEV39,9023.3%52,626-24.2%11,300-19.0%4,102-24.3%2,400-27.1%4,798-8.5%Hybrid474,28239.4%420,44512.8%131,0606.1%53,264-1.0%27,9402.4%49,85617.4%Total EV562,40146.8%518,8328.4%155,6353.4%63,788-0.6%32,930-4.9%58,91713.7%ItalyOther640,04653.2%658,508-2.8%160,188-13.4%57,937-19.8%36,232

68、-19.9%66,019-2.2%BEV38,0005.1%34,7109.5%12,85220.0%6,32970.0%2,696-24.8%3,82712.4%PHEV42,2395.7%45,126-6.4%11,488-14.7%4,063-17.5%3,010-10.5%4,415-14.8%Hybrid276,71837.2%220,50025.5%85,70124.8%29,90526.8%21,26112.6%34,53531.6%Total EV356,95747.9%300,33618.9%110,04118.5%40,29725.0%26,9674.4%42,77722.

69、8%SpainOther387,87652.1%411,160-5.7%99,404-12.1%32,847-10.2%25,355-15.9%41,202-11.2%BEV269,93117.8%238,54113.2%102,83520.2%56,38724.4%19,11310.8%27,33518.8%PHEV124,9438.3%98,99326.2%43,42117.9%24,48632.1%5,786-12.3%13,14912.4%Hybrid538,93535.6%461,73916.7%187,29515.5%104,23711.6%29,07624.2%53,98219.

70、0%Total EV933,80961.7%799,27316.8%333,55117.2%185,11017.7%53,97514.2%94,46618.0%UKOther580,28538.3%652,635-11.1%173,780-20.1%90,129-21.9%30,600-20.3%53,051-16.9%BEV849,37812.4%910,916-6.8%279,669-18.5%131,91813.8%64,532-50.8%83,219-13.4%PHEV439,0436.4%436,5130.6%134,932-8.2%57,662-3.8%30,923-17.2%46

71、,347-6.8%Hybrid2,247,93132.8%1,897,14918.5%717,57515.8%301,06612.8%164,6327.9%251,87725.9%Total EV3,536,35251.7%3,244,5789.0%1,132,1762.0%490,64610.8%260,087-19.0%381,44310.3%WE 5Other3,307,00748.3%3,522,861-6.1%895,873-16.6%327,313-21.3%229,271-20.2%339,289-8.5%LegendMoY=Month-on-Year QoY=Quarter-o

72、n-Year YoY=Year-on-YearYTD=Year-to-DateElectric vehiclesales dataFrance,Germany,Italy,Spain,UK,WE 5Source:KBA,SMMT,PFA,ANFIA,ANFAC,SCB,OFV,RAI,auto-schweiz,Statistik Austria,CAAM,CPCA,JADA,ODMD,MoRTH,ABVE,FCAI,GAIKINDO,PZPM,ACEA,FEBIAC,MOTIE,ANLStrategy&Electric Vehicle Sales Review196.Electric vehi

73、cle sales dataSep-24YTDMarket ShareSep-23YTDYTDYoYQ3-24QoYSep-24MoYAug-24MoYJul-24MoYBEV32,63217.1%34,894-6.5%10,454-9.3%4,4213.9%3,100-21.4%2,933-11.7%PHEV12,5006.5%13,085-4.5%3,805-11.0%1,279-16.5%1,120-22.3%1,4068.2%Hybrid46,13224.1%38,38320.2%14,96921.7%5,07813.6%4,73517.3%5,15635.7%Total EV91,2

74、6447.8%86,3625.7%29,2284.0%10,7785.1%8,955-5.0%9,49512.8%AustriaOther99,75952.2%96,5243.4%26,682-5.0%9,116-4.9%8,160-12.9%9,4062.8%BEV90,26632.4%84,9626.2%29,99011.0%12,46120.6%9,4072.8%8,1227.7%PHEV39,14314.1%38,1352.6%11,5761.5%3,6670.1%3,86010.4%4,049-4.5%Hybrid81,64629.3%67,93720.2%25,32815.3%8,

75、60110.3%8,25021.1%8,47715.2%Total EV211,05575.8%191,03410.5%66,89410.8%24,72913.5%21,51710.6%20,6487.9%Netherlands Other67,47424.2%95,619-29.4%18,336-28.6%6,506-17.9%5,890-28.7%5,940-37.3%BEV80,93588.2%79,6741.6%28,90918.5%12,49538.8%10,48013.3%5,934-3.5%PHEV2,5732.8%6,643-61.3%461-76.4%147-76.3%161

76、-77.8%153-75.0%Hybrid5,4055.9%5,684-4.9%552-64.6%143-67.7%249-63.1%160-63.9%Total EV88,91296.9%92,001-3.4%29,9217.2%12,78427.1%10,8902.3%6,247-13.3%NorwayOther2,8823.1%3,498-17.6%615-40.8%182-35.7%224-48.4%209-34.9%BEV66,23633.2%81,785-19.0%23,915-17.3%11,566-7.9%6,819-30.6%5,530-15.3%PHEV44,33722.2

77、%43,0513.0%13,348-3.4%5,223-2.4%3,881-15.2%4,2448.9%Hybrid18,9319.5%18,9040.1%5,432-5.9%1,966-12.7%2,091-4.7%1,3753.5%Total EV129,50464.9%143,740-9.9%42,695-12.0%18,755-6.9%12,791-22.9%11,149-5.1%SwedenOther69,89035.1%73,015-4.3%20,390-11.5%7,663-12.3%6,920-13.3%5,807-8.1%BEV32,80218.7%36,235-9.5%11

78、,415-12.7%4,560-11.2%3,421-20.2%3,434-5.9%PHEV15,1118.6%16,211-6.8%4,488-19.5%1,704-18.3%1,231-28.2%1,553-12.6%Hybrid57,46232.7%49,79115.4%18,88919.3%6,97220.5%5,6048.5%6,31329.2%Total EV105,37560.0%102,2373.1%34,7920.9%13,2361.8%10,256-8.2%11,3009.6%SwitzerlandOther70,35540.0%80,669-12.8%19,720-20.

79、1%6,919-19.3%5,671-27.4%7,130-14.0%BEV1,152,24914.8%1,228,466-6.2%384,352-14.2%177,42112.9%97,759-41.7%109,172-11.4%PHEV552,7077.1%553,638-0.2%168,610-8.4%69,682-4.8%41,176-16.5%57,752-6.1%Hybrid2,457,50731.6%2,077,84818.3%782,74515.6%323,82612.5%185,5618.2%273,35825.4%Total EV4,162,46253.5%3,859,95

80、27.8%1,335,7062.0%570,92810.2%324,496-16.5%440,2829.3%WE 5+5Other3,617,36746.5%3,872,186-6.6%981,616-16.6%357,699-20.7%256,136-20.3%367,781-9.0%LegendMoY=Month-on-Year QoY=Quarter-on-Year YoY=Year-on-YearYTD=Year-to-DateElectric vehiclesales dataAustria,Netherlands,Norway,Sweden,Switzerland,WE 5+5So

81、urce:KBA,SMMT,PFA,ANFIA,ANFAC,SCB,OFV,RAI,auto-schweiz,Statistik Austria,CAAM,CPCA,JADA,ODMD,MoRTH,ABVE,FCAI,GAIKINDO,PZPM,ACEA,FEBIAC,MOTIE,ANLStrategy&Electric Vehicle Sales Review*BEV and PHEV numbers include commercial vehicles,hybrid numbers include only passenger carsSource:KBA,SMMT,PFA,ANFIA,

82、ANFAC,SCB,OFV,RAI,auto-schweiz,Statistik Austria,CAAM,CPCA,JADA,ODMD,MoRTH,ABVE,FCAI,GAIKINDO,PZPM,ACEA,FEBIAC,MOTIE,ANL206.Electric vehicle sales dataSep-24YTDMarket ShareSep-23YTDYTDYoYQ3-24QoYSep-24MoYAug-24MoYJul-24MoYBEV69,2767.4%65,7435.4%19,057-15.9%6,422-27.2%5,892-15.6%6,743-1.5%PHEV15,3711

83、.7%6,743128.0%7,323128.1%2,47095.4%2,644137.6%2,209164.9%Hybrid131,50514.1%69,72988.6%48,28253.7%13,57933.9%16,66443.9%18,03986.0%Total EV216,15223.2%142,21552.0%74,66230.3%22,47111.1%25,20028.0%26,99155.3%AustraliaOther714,10876.8%757,071-5.7%228,186-12.3%77,410-14.4%75,586-16.3%75,190-5.4%BEV96,27

84、927.0%68,69640.2%31,87526.9%12,14232.8%10,0278.5%9,70644.2%PHEV57,11716.0%76,661-25.5%11,622-54.8%3,566-58.8%3,723-56.9%4,333-48.6%Hybrid32,3749.1%27,78616.5%8,0940.9%2,8753.0%2,510-2.0%2,7091.7%Total EV185,77052.1%173,1437.3%51,591-12.3%18,583-9.7%16,260-20.5%16,748-6.0%BelgiumOther170,79947.9%201,

85、705-15.3%41,569-19.3%13,093-28.5%13,073-20.1%15,403-8.6%BEV45,6582.6%7,702492.8%14,489267.7%4,696157.0%5,095336.6%4,698396.6%PHEV38,2432.2%19,79593.2%15,78474.4%4,52955.9%5,34348.2%5,912132.9%Hybrid38,6472.2%29,99028.9%13,0065.9%4,10110.0%4,208-8.1%4,69718.2%Total EV122,5487.0%57,487113.2%43,27971.3

86、%13,32657.5%14,64656.6%15,307105.2%BrazilOther1,629,61993.0%1,477,35510.3%630,5429.7%209,54917.1%208,80411.3%212,1891.9%BEV4,260,00024.7%3,729,47914.2%1,718,00014.7%686,00028.2%558,0008.6%474,0005.6%PHEV3,126,00018.1%1,694,60884.5%1,331,00078.7%489,00079.1%431,00078.1%411,00078.7%Hybrid639,2003.7%59

87、8,0906.9%244,5003.0%89,000-2.7%83,0001.4%72,50013.3%Total EV8,025,20046.5%6,022,17733.3%3,293,50032.8%1,264,00040.5%1,072,00027.9%957,50028.9%China*Other9,232,80053.5%11,602,823-20.4%2,711,500-33.9%1,006,000-33.6%870,000-34.9%835,500-33.3%BEV68,9392.4%59,65315.6%20,634-2.2%5,923-6.5%6,710-4.3%8,0013

88、.1%PHEV130.0%00.0%120.0%90.0%10.0%20.0%Hybrid258,0678.9%256,2380.7%84,48111.5%25,811-4.3%29,01913.1%29,65128.0%Total EV327,01911.3%315,8913.5%105,1278.5%31,743-4.7%35,7309.4%37,65421.8%IndiaOther2,567,58988.7%2,471,6563.9%808,667-3.6%242,090-19.4%278,645-2.2%287,93213.4%BEV27,6185.6%10,177171.4%13,9

89、87223.0%4,329124.8%5,330300.5%4,328303.0%PHEV670.0%653.1%26-36.6%814.3%11-47.6%7-46.2%Hybrid40,7028.3%34,10819.3%15,932-8.8%5,48612.1%5,499-20.8%4,947-12.2%Total EV68,38713.9%44,35054.2%29,94537.1%9,82343.9%10,84030.7%9,28238.1%IndonesiaOther424,66386.1%534,094-20.5%143,715-16.6%47,474-13.6%48,695-1

90、9.9%47,546-16.1%LegendMoY=Month-on-Year QoY=Quarter-on-Year YoY=Year-on-YearYTD=Year-to-DateElectric vehiclesales dataAustralia,Belgium,Brazil,China,India,IndonesiaStrategy&Electric Vehicle Sales Review216.Electric vehicle sales dataLegendMoY=Month-on-Year QoY=Quarter-on-Year YoY=Year-on-YearYTD=Yea

91、r-to-DateSep-24YTDMarket ShareSep-23YTDYTDYoYQ3-24QoYSep-24MoYAug-24MoYJul-24MoYBEV24,8451.3%33,475-25.8%9,103-14.3%3,711-23.0%2,682-14.1%2,7101.2%PHEV31,0761.6%39,697-21.7%9,496-34.7%3,166-44.2%2,647-33.1%3,683-24.9%Hybrid1,146,73960.8%1,086,4895.5%384,80010.5%144,08311.8%106,46410.3%134,2539.2%Tot

92、al EV1,202,66063.8%1,159,6613.7%403,3998.0%150,9608.4%111,7937.9%140,6467.8%JapanOther681,90936.2%851,837-19.9%247,068-8.3%89,439-9.2%68,592-13.9%89,037-2.3%BEV12,4973.1%12,2002.4%3,632-1.8%1,50615.8%979-24.7%1,1474.3%PHEV10,2072.6%9,4008.6%2,99510.9%1,01412.7%88811.0%1,0939.3%Hybrid183,01445.9%132,

93、30038.3%54,37619.5%18,29910.2%17,11311.1%18,96440.5%Total EV205,71851.6%153,90033.7%61,00317.5%20,81910.7%18,9808.5%21,20435.9%PolandOther192,91348.4%196,415-1.8%60,6711.6%20,6421.8%18,091-3.1%21,9385.5%BEV108,9239.2%114,402-4.8%42,40518.1%12,096-10.4%15,39561.2%14,91416.1%PHEV5,8280.5%8,576-32.0%2,

94、418-15.0%846-11.4%702-22.0%870-12.1%Hybrid341,38528.7%260,54731.0%114,90635.8%45,77363.9%34,92221.5%34,21122.4%Total EV456,13638.3%383,52518.9%159,72929.5%58,71538.5%51,01930.2%49,99519.6%South Korea Other733,38461.7%910,650-19.5%231,551-16.4%71,970-21.2%77,180-15.6%82,401-12.6%BEV57,4848.5%33,54871

95、.3%20,944-11.1%9,548-8.5%5,661-30.7%5,73515.8%PHEV2,8580.4%1,75662.8%1,20657.4%518196.0%463118.4%225-40.6%Hybrid107,16815.9%68,30756.9%43,99871.5%14,91758.6%14,702103.4%14,37959.4%Total EV167,51024.8%103,61161.7%66,14832.3%24,98324.8%20,82633.4%20,33941.7%TurkeyOther507,76375.2%562,279-9.7%146,170-2

96、1.2%44,651-24.3%48,462-9.4%53,057-27.4%BEV901,2247.7%848,1906.3%344,08610.7%104,343-8.0%125,97131.1%113,77212.4%PHEV236,2812.0%206,12714.6%67,151-15.5%18,430-36.0%25,747-6.4%22,974-0.9%Hybrid1,012,2838.7%846,11019.6%408,56427.6%123,86413.4%150,62640.3%134,07429.2%Total EV2,149,78818.4%1,900,42713.1%

97、819,80115.4%246,637-1.9%302,34430.9%270,82018.7%USAOther9,547,15181.6%9,709,454-1.7%3,062,815-5.7%923,271-15.3%1,121,8953.1%1,017,649-5.0%BEV6,824,99214.4%6,211,7319.9%2,622,5648.9%1,028,13719.0%839,5011.7%754,9265.1%PHEV4,075,7688.6%2,617,06655.7%1,617,64351.6%593,23850.0%514,34552.2%510,06052.8%Hy

98、brid6,388,59113.5%5,487,54216.4%2,203,68417.0%811,61412.8%650,28816.2%741,78222.8%Total EV17,289,35036.5%14,316,33920.8%6,443,89020.2%2,432,98822.9%2,004,13416.3%2,006,76821.2%Analysed MarketsOther30,017,70563.5%33,147,525-9.4%9,294,070-17.1%3,103,288-21.8%3,085,159-15.0%3,105,623-14.3%Electric vehi

99、clesales dataJapan,Poland,South Korea,Turkey,USA,Analysed MarketsSource:KBA,SMMT,PFA,ANFIA,ANFAC,SCB,OFV,RAI,auto-schweiz,Statistik Austria,CAAM,CPCA,JADA,ODMD,MoRTH,ABVE,FCAI,GAIKINDO,PZPM,ACEA,FEBIAC,MOTIE,ANLStrategy&Authors and PR contactElectric Vehicle Sales Review22ContactsFelix KuhnertPartne

100、r,Automotive Industry LeaderPwC GermanyPhone:+49 160 Steven van ArsdaleGlobal Lead Analyst,PwC AutofactsPwC GermanyPhone:+49 151 Annabelle KliesingSenior Manager Communications and Thought LeadershipStrategy&GermanyPhone:+49 171 Jrn NeuhausenSenior DirectorStrategy&GermanyPhone:+49 172 Strategy&Auto

101、motive contactsElectric Vehicle Sales Review23ContactsC.J.FinnAutomotive Leader USA PwC USA Phone:+1 734 717 Jens HorningCEE Automotive Leader PwC Slovakia Phone:+421 903 451 Alain GalloniAutomotive Leader FranceStrategy&FrancePhone:+33 7 61 75 78 Francesco Papi Automotive Leader Italy Strategy&Ital

102、y Phone:+39 334 620 Eiichi Yamanaka Automotive Leader JapanPwC JapanPhone:+81 90 6513 Jrg KringsAutomotive Leader Strategy&Germany Phone:+49 170 2238 Jun Jin Automotive Leader China PwC China Phone:+86 10 6533 Manuel Diaz Delgado Automotive Leader Spain PwC Spain Phone:+34 649 614 Henning Rennert EM

103、EA Automotive LeaderStrategy&Germany Phone:+49 160 9555 Yongwook JunAutomotive Leader South KoreaPwC South KoreaPhone:+82 2 709 7982yong-Cara Haffey Automotive Leader UK PwC UK Phone:+44 7809 551 Harald Wimmer Global Automotive Leader PwC Germany Phone:+49 170 7864 2024 PwC.All rights reserved.PwC r

104、efers to the PwC network and/or one or more of its member firms,each of which is a separate legal entity.Please see for further details.Mentions of Strategy&refer to the global team of practical strategists that is integrated within the PwC network of firms.For more about Strategy&,see .No reproduction is permitted in whole or part without written permission of PwC.Disclaimer:This content is for general information purposes only,and should not be used as a substitute for consultation with professional advisors.Thank you