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1、Electric Vehicle Sales Review Q1 2025Foresight to drive the industryMay 2025Strategy&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 organizations by

2、 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 149 countries with almost 370,000 people who are committed to delivering quality in assurance,advisory and tax services.Find out more and tel

3、l 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 ReviewSource:PwC Autofacts analysis3Executive summarySubstantial year-on-year growth in glo

4、bal sales led to the highest Q1 BEV market share on record42%BEV sales growth in all analyzed markets in Q1 2025 vs.Q1 2024Global BEV sales enjoyed substantial growth year on year in the first quarter of 2025,increasing by 42%.This jump resulted in the highest global BEV Q1 market share on record,at

5、 16%.Much of that rise can be attributed to China,which was responsible for more than 60%of global BEV sales and therefore dominates the market.Boosted by continued government stimulus measures,BEV sales grew there by 55%in Q1 2025 vs.Q1 2024.This growth led to the highest ever BEV market share in C

6、hina in the first quarter of the year(27%).An analysis of global PHEV sales reveals a similar story.PHEV sales for Q1 2025 increased by 27%year on year,primarily due to a rise of 37%in China.This growth,coupled with the expanding BEV market,led to combined global sales surpassing 4 million units acr

7、oss the 40 markets covered for the first quarter.Sales in the top five European markets rebounded after a temporary downturn.After three successive quarters of year-on-year decline,BEV sales in these markets grew by 30%.Much of that increase can be put down to the UK and Germany,up by 43%and 39%,res

8、pectively.Despite this significant growth,automotive electrification has not been as rapid as some experts had predicted just a couple of years ago.Global geopolitical disruption is further complicating matters.Our Analyst Insights section discusses the European Commissions Action Plan,which has bee

9、n designed to boost the global competitiveness of Europes automotive industry in this challenging climate.Much of the current geopolitical uncertainty is centered around the new presidential administration in the United States.There is current uncertainty on whether the existing tax credit will soon

10、 be reduced or canceled,BEV sales there grew year on year by 18%in the first quarter of 2025.Global BEV/PHEV sales hit 4 million in Q1 Strategy&Slowing transformation forces proactive actionElectric Vehicle Sales Review41.Analyst insightsThe blocs strategic announcement coincides with similar moves

11、in other key markets,including the US and China,both of which are also actively seeking to reinforce their automotive value chains.US President Trump is using protectionist measures such as tariffs to shield and boost its domestic industry.Meanwhile,China is placing much emphasis on technological in

12、novation in a bid to reduce the countrys dependence on foreign technology.1)Innovation and digitalization:Through significant investment,the plan aims to ensure EU product innovation across the value chain and thus reduce dependency on foreign suppliers and IP.This move comes in the wake of various

13、delays and setbacks for EU battery makers who are faced with an influx of cheap but high-quality batteries from China.Almost 60%of EU announced gigafactories are under threat*2)A shift to clean mobility:The plan sets out more flexible rules on achieving CO standards and the acceleration of the EV ch

14、arging stations rollout3)Ensuring competitiveness and supply chain resilience:The plan allocates investment to build a secure and competitive supply chain for battery raw materials,making the region more self-sufficient and less reliant on non-EU sources4)Improving skills and addressing social dimen

15、sion:The plan aims to support a shift in capabilities among workers toward e-mobility and battery-critical know-how,such as electrochemical development5)Guaranteeing a level playing field and a competitive business environment:Amid considerable uncertainty in the political and economic environment,t

16、he plan recognizes that only a high level of investment can empower European OEMs to compete effectively against foreign rivals that enjoy benefits such as state subsidiesThe recently announced EU Action Plan targets the competitiveness of its automotive sectorIn the beginning of March,the European

17、Commission proposed a new automotive Action Plan.Through this Action Plan,the EU aspires to maintain the competitiveness of the sector in the face of the major challenges it faces rapid technological change,geopolitical disruption,and the slowing speed of transformation.In doing so,the bloc seeks to

18、 realize its climate goals in a stable and steady fashion,and to achieve strategic autonomy and resilience.For example,the proposed action to amend the CO emission performance standards for cars and vans would allow European OEMs more flexibility in meeting compliance targets by averaging emissions

19、over a three-year period between 2025 and 2027.While many industry stakeholders are concerned that this action will slow down EUs clean energy transformation,the amendment would give European OEMs some breathing space and potentially avert fines that threatened to reach billions of euros in total.Am

20、ong the other measures,the Action Plan supports the local production of battery cells and components through direct funding and non-price criteria such as local content requirements.It also encourages OEMs to obtain raw materials by pooling their investments.These actions aim to strengthen the EUs s

21、trategic autonomy and reduce its reliance on foreign resources.*PwC Autofacts;*Transport and EnvironmentSource:PwC Autofacts analysis,Strategy&analysis,European CommissionBEV penetration forecast development*(Europe,in percent)Cost pressures draw concerted EU responseThe global electric transformati

22、on,although still inevitable,is now progressing more slowly than previously predicted.As OEMs are having to operate ICE and BEV worlds in parallel for a longer period,costs are rising.Amid this challenging climate,the EU Action Plan sets out five key priorities:32659332669625669621649320252030203520

23、22F2023F2024F2025FStrategy&Europe 3:DE,IT and ESModelSales Q1 2025VW ID.79,515NewVW ID.4,ID.58,301 3Skoda Enyaq7,5150VW ID.36,7340Tesla Model Y5,797 4Tesla Model 35,663 4Cupra Born5,565 3Audi Q4 E-TRON4,591NewDacia Spring4,286NewRenault R53,988NewTesla loses ground in relevant key marketsTop-selling

24、 BEVs in Q1 2025(ranking change vs.FY 2024)Electric Vehicle Sales ReviewSource:PwC Autofacts analysis,KBA,UNRAE,DGT,CPCA,KBB545678910USAModelSales Q1 2025Tesla Model Y64,051 0Tesla Model 352,520 0Ford Mustang Mach-E11,607 0Chevrolet Equinox10,329 4Honda Prologue9,561 2Hyundai IONIQ 58,611 2VW ID.47,

25、663NewFord F-150 Lightning7,187 2BMW i47,125NewTesla Cybertruck6,406 5ChinaModelSales Q1 2025Geely(Geome)Xingyuan89,215NewWuling Hongguang Mini EV86,946 2Tesla Model Y81,889 2BYD Seagull79,094 2Xiaomi SU775,869NewTesla Model 352,718 0XPeng Mona M0347,130NewGeely Panda42,792NewBYD Yuan Plus39,839 6Wu

26、ling Bingo38,228 52.Electric vehicle markets overviewStrategy&Upcoming BEVs to drive market growthQ1 2025Electric Vehicle Sales ReviewSource:S&P Global Mobility Light Vehicle Powertrain Production Forecast March 2025 release62.Electric vehicle markets overviewFireflyFireflyMercedes-BenzGLC EQXiaomiY

27、U7NissanMicraKiaEV4CadillacVistiqJeep ReconFangchengbaoTai 3AcuraRSXCheryFulwin E3Mercedes-BenzCLA EQLeapmotorB01Q2 2025Q3 2025Q4 2025Strategy&Electric vehicle sales growth continuesQ1 2024 vs.Q1 2025(in million)*EU27+UK+EFTASource:PwC Autofacts analysis,local governmental or car association data73.

28、Electric vehicle markets analysis1Total EVs2BatteryEVs3Plug-inhybrid EVsElectric Vehicle Sales Review0.01.02.03.00.51.52.525%60%15%Q1 202423%65%12%Q1 20251.82.5+43%012345639%45%15%Q1 202436%49%15%Q1 20254.35.8+33%0.001.000.250.500.751.251.5024%68%8%Q1 202420%74%6%Q1 20251.11.3+26%0.001.002.000.250.5

29、00.751.251.501.7567%12%21%Q1 202464%11%25%Q1 20251.51.9+26%Europe*ChinaUSA4Full and mildhybrid EVsStrategy&European Union,UK and EFTA*EU27+UK+EFTA;*Numbers may not add up due to roundingSource:PwC Autofacts analysis,local governmental or car association data83.Electric vehicle markets analysisElectr

30、ic Vehicle Sales ReviewEurope Top 5:France,Germany,Italy,Spain and UKAfter three consecutive quarters of year-on-year declines in BEV sales,Q1 2025 experienced a significant revival.Sales of BEVs increased in the top five markets by 30%,resulting in the highest BEV market share on record for the fir

31、st quarter of the year(15%).The relatively large BEV markets of the UK and Germany were responsible for much of that growth,up by 43%and 39%,respectively.Germanys strong growth can be partly attributed to a sudden fall in sales in the equivalent quarter last year in the wake of the sudden withdrawal

32、 of incentives.Despite the overall strong performance,Germany remains in second place for the largest market for BEVs in Europe,following the UKs lead in both the first quarter and full year of 2024.BEV sales in Italy(+73%)and Spain(+69%)increased by a higher proportion,but from a much lower base.On

33、ly France bucked the trend,down by 7%in comparison with Q1 2024,a period when BEV registrations mushroomed due to the introduction of the short-lived low-income lease subsidy.The UK has the highest BEV market share of 21%,followed by France(18%)and Germany(17%).Spain(7%)and Italy(5%)still have plent

34、y of catching up to do.The top five European markets also enjoyed strong PHEV and hybrid growth,up by 13%and 23%,respectively.Total EV market share in these markets(BEV,PHEV and hybrid combined)now stands at more than 60%.To gauge the growth of the market,it is worth recalling that in the first quar

35、ter of 2020,total EV market share in these five markets was 17%,and BEV market share was just 4%.Europe*Q1 2025Comparison to Q1 2024BEV574,000+28%PHEV268,000+6%Hybrid1,215,000+20%Total EV2,056,000*+20%Other Europe*:Austria,Belgium,Denmark,Finland,Netherlands,Norway,Portugal,Sweden,SwitzerlandDenmark

36、 boasted the strongest BEV growth among the other European markets,up by 62%in Q1 2025 vs.Q1 2024.Denmarks BEV market share(65%)is second only to Norway(91%).ICE sales constituted 19%of sales in Denmark in the first quarter,and 2%in Norway.Strategy&China and other Asian countriesSource:PwC Autofacts

37、 analysis,local governmental or car association data93.Electric vehicle markets analysisElectric Vehicle Sales ReviewChinaIn the first quarter of 2025,BEV sales surged by 55%compared to the same period last year,setting a record for any first quarter.The market continues to be boosted by a series of

38、 government measures,including the expansion of the trade-in scheme which offers financial incentives that encourage consumers to upgrade to newer vehicles.ICE sales were down 7%year on year,the tenth successive quarter in which such a decline was registered.PHEV sales increased by 37%,again to reac

39、h the highest sales on record for the first quarter.BEV market share for the quarter was 27%,and PHEV market share was 16%.South KoreaBEV sales grew by 37%in the first quarter compared to last year,while PHEV sales more than doubled,albeit from a very low base.The combined BEV and PHEV market share

40、of just over 10%is dwarfed by the hybrid market share of 35%.JapanThe Japanese EV market continues to be dominated by the sale of hybrids,with a market share of 62%during Q1 2025.The combined market share of BEVs and PHEVs in the same period was less than 3%.BEV sales fell by 1%,the fifth successive

41、 quarter of decline.ChinaQ1 2025Comparison to Q1 2024BEV1,640,000+55%PHEV994,000+37%Hybrid213,000+18%Total EV2,847,000+45%Strategy&United StatesSource:PwC Autofacts analysis,local governmental or car association data103.Electric vehicle markets analysisElectric Vehicle Sales ReviewBEV sales grew by

42、18%in the first quarter of 2025 when compared with the equivalent quarter last year.Many consumers have wanted to take advantage of the existing tax credit of up to$7,500 before its possible reduction or cancellation under the new presidential administration.BEV market share(8%)was higher than in an

43、y previous first quarter of the year.PHEV sales declined by 11%in Q1 2025 vs.Q1 2024,the third quarter in succession to witness such a decline.This performance can partly be explained by the fact that some popular PHEV models have recently become ineligible for tax credits due to battery sourcing re

44、quirements.PHEV market share for the first quarter was just 2%.Hybrid sales increased by 47%for the nineth consecutive quarter in the first quarter year on year,registering a market share of 12%.ICE vehicles remain much more dominant than in Europe or China,with a market share of 78%.USAQ1 2025Compa

45、rison to Q1 2024BEV301,000+18%PHEV79,000-11%Hybrid473,000+47%Total EV853,000+28%Strategy&Total sales:3,381,000EV sales:2,056,000*of which BEVs:574,000PHEVs:268,000Hybrids:1,215,000Shares of electric vehicle registrationsElectric vehicle sales in Q1 2025*EU27+UK+EFTA*Numbers may not add up due to rou

46、ndingSource:PwC Autofacts analysis,local governmental or car association data113.Electric vehicle markets analysisElectric Vehicle Sales Review2China3USA1Europe*39%17%8%36%61%ICEEVBEVPHEVHybridTotal sales:3,909,000EV sales:853,000of which BEVs:301,000PHEVs:79,000Hybrids:473,00078%8%2%12%22%Total sal

47、es:6,049,000EV sales:2,847,000of which BEVs:1,640,000PHEVs:994,000Hybrids:213,00053%27%16%4%47%Strategy&Regional electric vehicle*assembly forecast2025F vs.2030F(in million,light vehicles*)*Electric vehicles=BEV,PHEV(incl.REEV)and hybrid(incl.FHEV,MHEV and Series-Hybrid);*Incl.passenger cars and lig

48、ht commercial vehiclesSource:S&P Global Mobility Light Vehicle Powertrain Production Forecast March 2025 release124.Electric vehicle production forecast1TotalEVs01020304050607021%48%11%18%2%2025F19%40%14%22%5%2030F39.168.1+74%Western+Central EuropeChinaNAFTAAsia-Pacific(excl.China)RoW051015202530351

49、6%65%9%9%1%2025F24%45%15%14%3%2030F14.830.3+105%024681012141612%78%3%4%2%2025F6%76%7%6%4%2030F8.514.5+70%051015202531%16%16%33%4%2025F20%11%19%42%9%2030F15.823.3+48%2BatteryEVs3Plug-in hybridEVsElectric Vehicle Sales Review4HybridEVsStrategy&010203040506070202020212022202320242025F2026F2027F2028F202

50、9F2030F020406080100120Electric vehicle*assembly forecast2020 2030F(in million(lhs),growth rate in%(rhs),light vehicles*)*Electric vehicles=BEV,PHEV(incl.REEV)and hybrid(incl.FHEV,MHEV and Series-Hybrid);*Incl.passenger cars and light commercial vehiclesSource:S&P Global Mobility Light Vehicle Powert

51、rain Production Forecast March 2025 release134.Electric vehicle production forecast5Global EV production by powertrainBEV growthPHEV growthHybrid growthBEVPHEVHybridElectric Vehicle Sales ReviewStrategy&2025(not exhaustive)Electric Vehicle Sales ReviewSource:S&P Global Mobility Light Vehicle Powertr

52、ain Production Forecast March 2025 release145.BEV model launchesBrandModelLaunchQuarterAcuraRSX2025Q3CheryFulwin E32025Q3FireflyFirefly2025Q2iCar052025Q2JeepRecon2025Q4LeapmotorB012025Q3Lii62025Q2Lii82025Q4Mercedes-BenzCLA EQ2025Q2Mercedes-BenzGLC EQ2025Q4Nammi062025Q2NissanMicra2025Q4Renault42025Q2

53、XiaomiYU72025Q2XpengG72025Q2Overview:BEV modellaunchesStrategy&2026 2029(not exhaustive)Electric Vehicle Sales ReviewSource:S&P Global Mobility Light Vehicle Powertrain Production Forecast March 2025 release155.BEV model launchesBrandModelLaunchAudiA4 e-tron2028BMWi12028DeepalQiyuan E072027FerrariE-

54、Spider EV2027FordBronco Lightning2028HondaPilot EV2027KiaEV22026KiaMorning2027LanciaDelta2029LanciaGamma2026Land RoverDefender Sport2027Lii72026Lii92026Mercedes-BenzC-Class EQ2026Mercedes-BenzE-Class EQ2027Overview:BEV modellaunchesStrategy&2026 2029(not exhaustive)Electric Vehicle Sales ReviewSourc

55、e:S&P Global Mobility Light Vehicle Powertrain Production Forecast March 2025 release165.BEV model launchesBrandModelLaunchMercedes-BenzGLA EQ2026Mercedes-BenzGLB EQ2026Mercedes-BenzGLE EQ2029PolestarPolestar 72027PorscheMission X2028RivianR22026SkyworthEV62026ToyotaActive Cruiser2029ToyotaCompact C

56、ruiser2028ToyotaSienna2028ToyotaUrban Cruiser Hyryder2028VolkswagenID.12028VolkswagenID.22026VolkswagenID.2 X2026VolvoEX602026Overview:BEV modellaunchesStrategy&Electric Vehicle Sales Review176.Electric vehicle sales dataLegendFY=Full year YoY=Year-on-yearYTD=Year-to-dateElectric vehiclesales dataEu

57、rope Top 5:France,Germany,Italy,Spain,UKSource:ABVE,ACEA,ANFAC,ANFIA,ANL,auto-schweiz,CAAM,CPCA,FCAI,FEBIAC,GAIKINDO,JADA,KBA,MoRTH,MOTIE,ODMD,OFV,PFA,PZPM,RAI,SCB,SMMT,Statistik AustriaMar-25YTDMarketshareMar-24YTDYTDYoYQ1-25QuarterYoYMar-25MonthYoYFeb-25MonthYoYJan-25MonthYoYBEV74,51918.2%79,782-6

58、.6%74,519-6.6%29,261-13.8%25,335-1.9%19,923-0.5%PHEV19,5924.8%38,574-49.2%19,592-49.2%8,289-49.1%6,451-45.0%4,852-54.0%Hybrid184,26744.9%124,938+47.5%184,267+47.5%70,676+41.6%62,144+50.7%51,447+52.3%Total EV278,37867.9%243,294+14.4%278,378+14.4%108,226+8.1%93,930+19.2%76,222+18.5%FranceOther131,7073

59、2.1%201,612-34.7%131,707-34.7%45,618-42.9%47,638-25.3%38,451-33.6%BEV112,96817.0%81,337+38.9%112,968+38.9%42,521+35.5%35,949+30.8%34,498+53.5%PHEV63,7999.6%44,985+41.8%63,799+41.8%26,553+65.8%19,534+34.0%17,712+23.1%Hybrid192,26528.9%173,927+10.5%192,265+10.5%74,860+11.7%58,153+6.1%59,252+13.7%Total

60、 EV369,03255.5%300,249+22.9%369,032+22.9%143,934+25.8%113,636+17.3%111,462+25.3%GermanyOther295,53944.5%394,536-25.1%295,539-25.1%109,563-26.7%89,798-25.5%96,178-22.8%BEV22,9935.2%13,330+72.5%22,993+72.5%9,369+74.8%6,922+38.2%6,702+126.3%PHEV18,6164.2%14,221+30.9%18,616+30.9%7,608+36.0%6,130+33.3%4,

61、878+21.1%Hybrid198,68544.7%172,361+15.3%198,685+15.3%77,837+23.8%61,188+10.2%59,660+10.6%Total EV240,29454.1%199,912+20.2%240,294+20.2%94,814+28.4%74,240+14.0%71,240+16.9%ItalyOther203,75845.9%251,411-19.0%203,758-19.0%77,489-12.2%63,780-22.3%62,489-22.9%BEV19,2256.9%11,382+68.9%19,225+68.9%8,101+92

62、.7%6,112+60.7%5,012+48.5%PHEV20,5167.3%15,700+30.7%20,516+30.7%8,373+50.6%6,901+24.1%5,242+14.5%Hybrid121,55743.5%88,979+36.6%121,557+36.6%49,093+44.8%39,798+39.0%32,666+23.5%Total EV161,29857.7%116,061+39.0%161,298+39.0%65,567+50.2%52,811+39.0%42,920+24.8%SpainOther118,07642.3%128,812-8.3%118,076-8

63、.3%51,158-0.0%37,516-13.5%29,402-14.2%BEV120,19120.7%84,314+42.6%120,191+42.6%69,313+43.2%21,244+41.7%29,634+41.6%PHEV53,6869.2%42,559+26.1%53,686+26.1%33,815+37.9%7,273+19.3%12,598+5.5%Hybrid229,56539.5%190,239+20.7%229,565+20.7%147,931+26.8%29,849+14.2%51,785+9.2%Total EV403,44269.5%317,112+27.2%4

64、03,442+27.2%251,059+32.4%58,366+23.6%94,017+17.1%UKOther177,06030.5%228,436-22.5%177,060-22.5%106,044-17.3%25,688-31.8%45,328-27.5%BEV349,89614.7%270,145+29.5%349,896+29.5%158,565+28.6%95,562+23.9%95,769+37.3%PHEV176,2097.4%156,039+12.9%176,209+12.9%84,638+24.5%46,289+8.7%45,282-0.5%Hybrid926,33938.

65、9%750,444+23.4%926,339+23.4%420,397+27.2%251,132+21.7%254,810+19.2%Total EV1,452,44461.1%1,176,628+23.4%1,452,444+23.4%663,600+27.2%392,983+20.5%395,861+20.3%Europe 5Other926,14038.9%1,204,807-23.1%926,140-23.1%389,872-21.5%264,420-23.9%271,848-24.6%Strategy&Electric Vehicle Sales Review186.Electric

66、 vehicle sales dataMar-25YTDMarketshareMar-24YTDYTDYoYQ1-25QuarterYoYMar-25MonthYoYFeb-25MonthYoYJan-25MonthYoYBEV14,17721.5%10,802+31.2%14,177+31.2%6,122+31.5%4,233+27.4%3,822+35.4%PHEV5,5308.4%4,281+29.2%5,530+29.2%2,275+54.0%1,613+20.8%1,642+11.8%Hybrid18,17827.5%14,959+21.5%18,178+21.5%7,224+16.

67、5%5,549+18.3%5,405+32.8%Total EV37,88557.4%30,042+26.1%37,885+26.1%15,621+26.7%11,395+21.9%10,869+30.0%AustriaOther28,13242.6%33,221-15.3%28,132-15.3%10,329-22.7%8,224-22.9%9,579+4.2%BEV40,40233.4%31,091+29.9%40,402+29.9%13,650+16.6%13,040+38.9%13,712+37.2%PHEV10,4658.7%27,517-62.0%10,465-62.0%3,399

68、-52.5%3,070-63.4%3,996-66.6%Hybrid14,29611.8%12,773+11.9%14,296+11.9%4,455+3.1%5,383+25.7%4,458+6.9%Total EV65,16353.9%71,381-8.7%65,163-8.7%21,504-7.3%21,493-2.5%22,166-15.2%BelgiumOther55,77746.1%63,760-12.5%55,777-12.5%18,681-13.3%18,668-13.9%18,428-10.2%BEV24,50365.2%15,157+61.7%24,503+61.7%9,82

69、5+38.9%7,722+55.4%6,956+123.3%PHEV1,0832.9%1,736-37.6%1,083-37.6%567-33.2%326-37.5%190-47.9%Hybrid5,05313.4%7,708-34.4%5,053-34.4%2,223-44.7%1,453-25.1%1,377-21.1%Total EV30,63981.5%24,601+24.5%30,639+24.5%12,615+5.6%9,501+27.8%8,523+63.1%DenmarkOther6,95818.5%12,485-44.3%6,958-44.3%2,443-51.2%2,182

70、-43.2%2,333-35.8%BEV5,63633.8%4,767+18.2%5,636+18.2%2,434+31.6%1,563+17.5%1,639+3.3%PHEV3,60721.6%4,188-13.9%3,607-13.9%1,206-14.2%1,035-16.3%1,366-11.6%Hybrid4,80028.7%6,067-20.9%4,800-20.9%1,626-20.6%1,398-19.4%1,776-22.2%Total EV14,04384.1%15,022-6.5%14,043-6.5%5,266-0.7%3,996-7.1%4,781-11.7%Finl

71、andOther2,65615.9%3,426-22.5%2,656-22.5%907-23.1%788-26.5%961-18.1%BEV32,43935.3%30,056+7.9%32,439+7.9%11,195-14.1%10,156+22.1%11,088+27.4%PHEV16,00317.4%14,234+12.4%16,003+12.4%6,258+26.1%4,363+1.7%5,382+8.1%Hybrid26,91529.3%29,440-8.6%26,915-8.6%9,439-8.6%8,030-10.9%9,446-6.4%Total EV75,35782.1%73

72、,730+2.2%75,357+2.2%26,892-5.1%22,549+4.3%25,916+9.0%Netherlands Other16,40917.9%27,978-41.4%16,409-41.4%4,623-46.5%5,097-41.5%6,689-37.0%BEV28,62390.6%20,073+42.6%28,623+42.6%11,192+28.5%8,477+27.5%8,954+89.8%PHEV1,4414.6%457+215.3%1,441+215.3%1,210+462.8%136-8.1%95+1.1%Hybrid8412.7%1,033-18.6%841-

73、18.6%563+1.1%154-50.6%124-24.4%Total EV30,90597.8%21,563+43.3%30,905+43.3%12,965+36.7%8,767+23.4%9,173+84.4%NorwayOther6912.2%689+0.3%691+0.3%339+26.0%182-33.3%170+15.6%Electric vehiclesales dataOther Europe*:Austria,Belgium,Denmark,Finland,Netherlands,Norway*EU27+UK+EFTASource:ABVE,ACEA,ANFAC,ANFIA

74、,ANL,auto-schweiz,CAAM,CPCA,FCAI,FEBIAC,GAIKINDO,JADA,KBA,MoRTH,MOTIE,ODMD,OFV,PFA,PZPM,RAI,SCB,SMMT,Statistik AustriaLegendFY=Full year YoY=Year-on-yearYTD=Year-to-dateStrategy&Electric Vehicle Sales Review196.Electric vehicle sales dataMar-25YTDMarketshareMar-24YTDYTDYoYQ1-25QuarterYoYMar-25MonthY

75、oYFeb-25MonthYoYJan-25MonthYoYBEV12,17520.8%9,581+27.1%12,175+27.1%4,964+32.8%3,946+17.9%3,265+30.9%PHEV6,76011.5%7,265-7.0%6,760-7.0%2,727+6.9%2,093-17.8%1,940-10.5%Hybrid14,32724.5%8,323+72.1%14,327+72.1%6,042+61.9%4,974+145.5%3,311+29.1%Total EV33,26256.8%25,169+32.2%33,262+32.2%13,733+37.0%11,01

76、3+39.0%8,516+17.8%PortugalOther25,28343.2%33,856-25.3%25,283-25.3%10,845-15.1%8,450-32.8%5,988-29.6%BEV21,08532.2%18,693+12.8%21,085+12.8%8,435+0.6%6,928+32.1%5,722+12.9%PHEV15,98524.4%14,151+13.0%15,985+13.0%6,339+14.1%5,133+14.1%4,513+10.2%Hybrid5,5718.5%6,290-11.4%5,571-11.4%2,127+2.6%1,620-24.9%

77、1,824-11.4%Total EV42,64165.1%39,134+9.0%42,641+9.0%16,901+5.6%13,681+14.9%12,059+7.5%SwedenOther22,83534.9%22,406+1.9%22,835+1.9%8,058-4.9%6,528-11.2%8,249+25.2%BEV10,73320.4%10,424+3.0%10,733+3.0%4,421-7.2%3,402+3.2%2,910+23.1%PHEV4,9009.3%5,329-8.1%4,900-8.1%2,083+4.5%1,462-16.6%1,355-14.3%Hybrid

78、19,73737.5%17,677+11.7%19,737+11.7%8,259+13.5%6,000+3.8%5,478+18.6%Total EV35,37067.1%33,430+5.8%35,370+5.8%14,763+5.2%10,864+0.3%9,743+13.7%SwitzerlandOther17,32032.9%23,794-27.2%17,320-27.2%6,927-26.6%5,348-30.5%5,045-24.4%BEV33,9557.4%27,771+22.3%33,955+22.3%12,110+31.5%9,617+16.4%12,228+18.7%PHE

79、V25,6005.5%17,416+47.0%25,600+47.0%8,696+52.0%7,025+38.1%9,879+49.5%Hybrid178,76038.7%154,032+16.1%178,760+16.1%64,736+22.1%54,571+11.1%59,453+14.6%Rest ofTotal EV238,31551.6%199,219+19.6%238,315+19.6%85,542+25.9%71,213+14.0%81,560+18.6%Europe*Other223,21448.4%257,509-13.3%223,214-13.3%80,202-6.2%66

80、,198-20.1%76,814-13.9%BEV573,62417.0%448,560+27.9%573,624+27.9%242,913+23.7%164,646+25.5%166,065+37.3%PHEV267,5837.9%252,613+5.9%267,583+5.9%119,398+19.6%72,545+0.2%75,640-5.9%Hybrid1,214,81735.9%1,008,746+20.4%1,214,817+20.4%527,091+24.3%340,264+18.4%347,462+16.8%Total EV2,056,02460.8%1,709,919+20.

81、2%2,056,024+20.2%889,402+23.5%577,455+17.6%589,167+18.2%Europe*Other1,325,41539.2%1,683,931-21.3%1,325,415-21.3%533,226-19.6%386,085-23.4%406,104-21.4%Electric vehiclesales dataOther Europe*:Portugal,Sweden,Switzerland,Rest of Europe*,total Europe*EU27+UK+EFTASource:ABVE,ACEA,ANFAC,ANFIA,ANL,auto-sc

82、hweiz,CAAM,CPCA,FCAI,FEBIAC,GAIKINDO,JADA,KBA,MoRTH,MOTIE,ODMD,OFV,PFA,PZPM,RAI,SCB,SMMT,Statistik AustriaLegendFY=Full year YoY=Year-on-yearYTD=Year-to-dateStrategy&Electric Vehicle Sales Review*BEV and PHEV numbers include commercial vehicles,hybrid numbers include only passenger carsSource:ABVE,A

83、CEA,ANFAC,ANFIA,ANL,auto-schweiz,CAAM,CPCA,FCAI,FEBIAC,GAIKINDO,JADA,KBA,MoRTH,MOTIE,ODMD,OFV,PFA,PZPM,RAI,SCB,SMMT,Statistik Austria206.Electric vehicle sales dataMar-25YTDMarketshareMar-24YTDYTDYoYQ1-25QuarterYoYMar-25MonthYoYFeb-25MonthYoYJan-25MonthYoYBEV1,640,00027.1%1,057,000+55.2%1,640,000+55

84、.2%703,000+50.9%463,000+103.1%474,000+30.6%PHEV994,00016.4%726,000+36.9%994,000+36.9%376,000+28.3%298,000+78.4%320,000+20.3%Hybrid212,7003.5%180,100+18.1%212,700+18.1%85,700+18.9%53,000+23.3%74,000+13.8%Total EV2,846,70047.1%1,963,100+45.0%2,846,700+45.0%1,164,700+40.1%814,000+85.8%868,000+25.1%Chin

85、a*Other3,202,30052.9%3,431,900-6.7%3,202,300-6.7%1,243,300-8.6%874,000+13.7%1,085,000-16.7%BEV8,4041.1%8,494-1.1%8,404-1.1%4,010+2.3%2,380-6.3%2,014-0.9%PHEV12,0131.6%13,385-10.3%12,013-10.3%4,851-9.4%2,989-35.3%4,173+22.4%Hybrid454,89761.5%425,021+7.0%454,897+7.0%173,105+2.3%144,698+9.9%137,094+10.

86、5%Total EV475,31464.3%446,900+6.4%475,314+6.4%181,966+2.0%150,067+8.1%143,281+10.6%JapanOther263,84135.7%217,745+21.2%263,841+21.2%106,268+17.6%84,190+32.0%73,383+15.4%BEV34,5989.3%25,289+36.8%34,598+36.8%18,708-7.3%14,265+306.2%1,625+1.8%PHEV3,5981.0%1,718+109.4%3,598+109.4%1,302+122.6%1,204+120.9%

87、1,092+85.7%Hybrid130,19734.8%111,766+16.5%130,197+16.5%49,527+22.6%44,615+24.9%36,055+1.1%Total EV168,39345.0%138,773+21.3%168,393+21.3%69,537+13.7%60,084+51.1%38,772+2.5%South Korea Other205,51455.0%239,151-14.1%205,514-14.1%79,975-5.7%58,383-23.2%67,156-14.3%BEV300,5917.7%255,500+17.6%300,591+17.6

88、%115,309+23.4%93,213+15.5%92,069+13.2%PHEV79,4252.0%89,556-11.3%79,425-11.3%37,823+7.5%21,663-24.3%19,939-22.6%Hybrid472,84112.1%321,718+47.0%472,841+47.0%193,419+56.1%146,846+38.6%132,576+44.2%Total EV852,85721.8%666,774+27.9%852,857+27.9%346,551+37.2%261,722+21.6%244,584+22.9%USAOther3,056,34878.2

89、%3,076,427-0.7%3,056,348-0.7%1,238,839+4.6%959,066-6.4%858,443-1.1%BEV17,9016.0%25,468-29.7%17,901-29.7%8,385-19.9%5,684-43.8%3,832-21.7%PHEV13,7114.6%3,426+300.2%13,711+300.2%6,932+390.9%4,871+371.1%1,908+94.7%Hybrid47,01415.9%35,203+33.6%47,014+33.6%16,830+20.8%15,348+34.1%14,836+51.1%Total EV78,6

90、2626.6%64,097+22.7%78,626+22.7%32,147+24.5%25,903+14.7%20,576+31.1%AustraliaOther217,32673.4%240,355-9.6%217,326-9.6%79,470-5.2%70,807-14.1%67,049-9.5%BEV12,9932.5%14,118-8.0%12,993-8.0%4,801-21.7%4,492+23.7%3,700-15.0%PHEV19,5293.8%10,321+89.2%19,529+89.2%6,944+129.7%5,884+67.7%6,701+76.9%Hybrid7,4

91、021.4%11,636-36.4%7,402-36.4%2,635-40.8%2,612-20.9%2,155-44.4%Total EV39,9247.7%36,075+10.7%39,924+10.7%14,380+5.7%12,988+24.3%12,556+4.4%BrazilOther478,52592.3%447,913+6.8%478,525+6.8%169,991+4.5%161,036+11.0%147,498+5.2%Electric vehiclesales dataChina,Japan,South Korea,USA,Australia,BrazilLegendFY

92、=Full year YoY=Year-on-yearYTD=Year-to-dateStrategy&Electric Vehicle Sales Review216.Electric vehicle sales dataMar-25YTDMarketshareMar-24YTDYTDYoYQ1-25QuarterYoYMar-25MonthYoYFeb-25MonthYoYJan-25MonthYoYBEV31,6613.0%25,842+22.5%31,661+22.5%12,163+24.0%8,700+15.6%10,798+26.9%PHEV300.0%00.0%300.0%120

93、.0%70.0%110.0%Hybrid93,1738.9%91,756+1.5%93,173+1.5%27,129-7.6%25,770-16.2%40,274+27.3%Total EV124,86412.0%117,598+6.2%124,864+6.2%39,304+0.3%34,477-10.0%51,083+27.3%IndiaOther919,67588.0%938,524-2.0%919,675-2.0%282,279-0.7%248,773-15.6%388,623+8.1%BEV15,1327.4%5,994+152.5%15,132+152.5%8,638+290.3%4

94、,310+198.3%2,184-6.5%PHEV420.0%29+44.8%42+44.8%14+55.6%14+27.3%14+55.6%Hybrid12,4426.1%13,237-6.0%12,442-6.0%4,800-1.7%3,938+11.2%3,704-23.0%Total EV27,61613.5%19,260+43.4%27,616+43.4%13,452+89.3%8,262+65.3%5,902-17.5%IndonesiaOther177,54486.5%151,217+17.4%177,544+17.4%57,440+12.8%64,074+24.7%56,030

95、+14.5%BEV29,09913.0%14,140+105.8%29,099+105.8%12,704+115.2%10,324+119.1%6,071+72.3%PHEV9,9304.4%2,887+244.0%9,930+244.0%3,851+260.6%3,610+182.3%2,469+357.2%Hybrid54,44924.3%32,543+67.3%54,449+67.3%22,361+98.8%17,761+59.4%14,327+41.1%Total EV93,47841.8%49,570+88.6%93,478+88.6%38,916+113.6%31,695+85.0

96、%22,867+60.9%TurkeyOther130,31558.2%183,819-29.1%130,315-29.1%52,912-23.1%44,326-32.0%33,077-33.6%BEV2,664,00315.9%1,880,405+41.7%2,664,003+41.7%1,130,631+38.8%771,014+62.9%762,358+28.7%PHEV1,399,8618.4%1,099,935+27.3%1,399,861+27.3%557,127+26.8%410,787+47.2%431,947+13.2%Hybrid2,699,93216.1%2,231,72

97、6+21.0%2,699,932+21.0%1,102,597+23.4%794,852+19.7%802,483+19.0%AnalyzedTotal EV6,763,79640.4%5,212,066+29.8%6,763,796+29.8%2,790,355+29.9%1,976,653+39.6%1,996,788+21.1%marketsOther9,976,80359.6%10,610,982-6.0%9,976,803-6.0%3,843,700-4.7%2,950,740-4.1%3,182,363-9.1%Electric vehiclesales dataIndia,Ind

98、onesia,Turkey,total analyzed marketsSource:ABVE,ACEA,ANFAC,ANFIA,ANL,auto-schweiz,CAAM,CPCA,FCAI,FEBIAC,GAIKINDO,JADA,KBA,MoRTH,MOTIE,ODMD,OFV,PFA,PZPM,RAI,SCB,SMMT,Statistik AustriaLegendFY=Full year YoY=Year-on-yearYTD=Year-to-dateStrategy&Glossary of terms and abbreviationsElectric Vehicle Sales

99、Review22GlossaryAbbreviationFull descriptionBEVBattery electric vehicleEFTAEuropean Free Trade Association(incl.Iceland,Liechtenstein,Norway and Switzerland)EUEuropean UnionEuropeEU27+UK+EFTAEVElectric vehicle(incl.BEV,PHEV and HEV)FCEVFuel cell electric vehicleFHEVFull-hybrid electric vehicleFYFull

100、 yearHEV/hybridHybrid electric vehicleMHEVMild-hybrid electric vehicleNEVNew energy vehicle(incl.BEV and PHEV)PHEVPlug-in hybrid electric vehicleREEVRange-extended electric vehicle,also referred to as ranger extender or extended-range electric vehicle(EREV)YoYYear-on-yearYTDYear-to-dateStrategy&Auth

101、ors and PR contactElectric Vehicle Sales Review23ContactsFelix KuhnertPartner,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

102、 171 Jrn NeuhausenSenior DirectorStrategy&GermanyPhone:+49 172 Strategy&Automotive contactsElectric Vehicle Sales Review24ContactsC.J.FinnAutomotive Leader USA PwC USA Phone:+1 734 717 Jens HorningCEE Automotive Leader PwC Slovakia Phone:+421 903 451 Alain GalloniAutomotive Leader FranceStrategy&Fra

103、ncePhone:+33 7 61 75 78 Francesco Papi Automotive Leader Italy Strategy&Italy Phone:+39 334 620 Eiichi Yamanaka Automotive Leader JapanPwC JapanPhone:+81 90 6513 Jrg KringsAutomotive Leader Strategy&Germany Phone:+49 170 Jun Jin Automotive Leader China PwC China Phone:+86 10 6533 Manuel Diaz Delgado

104、 Automotive Leader Spain PwC Spain Phone:+34 649 61 45 Henning Rennert EMEA Automotive LeaderStrategy&Germany Phone:+49 160 Yong-Wook JunAutomotive Leader South KoreaPwC South KoreaPhone:+82 2 709 7982yong-Dom TribeAutomotive Leader UK PwC UK Phone:+44 7483 Harald Wimmer Global Automotive Leader PwC

105、 Germany Phone:+49 170 2025 PwC.All rights reserved.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 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