Global EV Sales Hits 6.7 Million In 1H, M'sia Saw 142% Jump
Global EV Sales Hits 6.7 Million In 1H, M'sia Saw 142% Jump
Global electric vehicle (EV) sales rose by 24% in the first half of 2024, reaching 6.7 million units and accounting for 21% of total car sales, according to Maybank Investment Bank (Maybank).
根据马来亚银行（Maybank）的数据，2024年上半年全球电动车（EV）销量增长了24％，达到670万辆，占总汽车销量的21％。
Fully electric car sales grew by 10.3% year-on-year (YoY) to 4.2 million units, while plug-in hybrid electric vehicles (PHEVs) saw a significant increase of 58.7% YoY, totalling 2.5 million units. Despite this, the growth of fully electric cars has slowed compared to previous years, attributed to a saturation of the market, the end of EV subsidies in Europe, and ongoing issues such as charging infrastructure and range anxiety.
纯电动汽车销量同比增长10.3％，达到420万辆，而插电式混合动力汽车（PHEV）同比大幅增长58.7％，总计达250万辆。尽管如此，与以往相比，纯电动汽车的增长放缓，归因于市场饱和，欧洲停止电动车补贴以及充电基础设施和行驶里程问题等持续存在的问题。
The ASEAN region has experienced a notable rise in EV sales, with Malaysia, Indonesia, and Singapore leading the charge. Malaysia saw a remarkable 142% increase in EV registrations, reaching 10,663 units in 1H24. Indonesia reported a 104% surge, with 11,943 units sold, while Singapore's EV sales jumped by 218% YoY to 6,019 units.
东盟地区的电动车销量显著上升，马来西亚、印度尼西亚和新加坡位居前列。马来西亚的电动车注册量惊人地增长了142％，达到1H24的10,663辆。印尼报告了104％的激增，销售了11,943辆，而新加坡的电动车销量同比大增218％，达到6,019辆。
Conversely, Thailand's EV market showed mixed results, with a strong start in January 2024 but slower growth in subsequent months. In Vietnam, VinFast reported a 26% increase in global EV sales to 21,747 units, despite a slowdown in the US market.
相反，泰国的电动汽车市场表现出了参差不齐的结果，在2024年1月有了强劲的开局，但随后增长放缓。在越南，VinFast报告称，全球电动汽车销量增长了26％，达到21,747辆，尽管美国市场增长放缓。
In response to increasing EV demand, several ASEAN countries are implementing supportive measures. Malaysia plans to cut fuel subsidies, potentially boosting EV adoption. The Philippines has expanded its tax incentives to include 2/3-wheelers and hybrids, while Indonesia has extended tariff cuts for local EV manufacturing until the end of 2025.
为了应对不断增长的电动车需求，几个东盟国家正在实施支持措施。马来西亚计划削减燃料补贴，可能会提高电动车的采用率。菲律宾已将其税收优惠扩大到包括2/3轮车和混合动力汽车，而印度尼西亚已将本地电动汽车制造的关税减免延长至2025年底。
Meanwhile, China is poised to dominate the ASEAN market, with a projected production capacity of 750,000 cars annually in Thailand over the next two years. Japanese original equipment manufacturers (OEMs) such as Honda and Suzuki are closing their operations in Thailand, contrasting with the growing presence of Chinese carmakers.
与此同时，中国有望主导东盟市场，在接下来的两年内在泰国的预计年产能为75万辆。日本的原始设备制造商（OEM）例如本田和铃木正在关闭其在泰国的业务，与增加的中国汽车制造商的存在形成对比。
Despite a global battery cell glut, which could reduce EV prices, the outlook remains positive for ASEAN automakers, especially those partnering with Chinese manufacturers. The region's strong automotive production base and increasing regulatory support for EVs are expected to drive further growth.
尽管全球电池芯片供应过剩，可能会降低电动汽车价格，但对于与中国制造商合作的东盟汽车制造商来说，前景仍然积极。预计该地区坚实的汽车生产基础和对电动汽车的不断推广将推动进一步增长。
Analysts from Maybank highlight that ASEAN companies engaged in battery value chains and those with partnerships with Chinese carmakers are well-positioned to benefit from the ongoing shift towards electric mobility.
马来亚银行的分析师指出，参与电池价值链和与中国汽车制造商合作的东盟公司在不断向电动出行的移动趋势中得到了良好的定位。
Maybank's research indicates that while global EV sales are projected to continue rising, with an estimated 17 million units expected in 2024, regional dynamics will play a crucial role in shaping the future of the EV market. Investors should consider the expanding opportunities in ASEAN's EV sector, supported by favourable regulations and a growing market presence.
马来亚银行的研究表明，尽管全球电动车销售预计将继续上升，2024年预计将达到1700万辆，但区域动态将发挥关键作用，塑造电动汽车市场的未来。投资者应考虑在东盟的电动车领域中不断扩展的机会，这得益于有利的监管和不断增长的市场份额。