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).
根據馬來亞銀行（Maybank）的數據，2024年上半年全球電動車（EV）銷量增長了24％，達到670萬輛，佔總汽車銷量的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.
純電動汽車銷量同比增長10.3％，達到420萬輛，而插電式混合動力汽車（PHEV）同比大幅增長58.7％，總計達250萬輛。儘管如此，與以往相比，純電動汽車的增長放緩，歸因於市場飽和，歐洲停止電動車補貼以及充電基礎設施和行駛里程問題等持續存在的問題。
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.
東盟地區的電動車銷量顯著上升，馬來西亞、印度尼西亞和新加坡位居前列。馬來西亞的電動車註冊量驚人地增長了142％，達到1H24的10,663輛。印尼報告了104％的激增，銷售了11,943輛，而新加坡的電動車銷量同比大增218％，達到6,019輛。
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，泰國的電動汽車市場表現出了參差不齊的結果，在2024年1月有了強勁的開局，但隨後增長放緩。在越南，VinFast報告稱，全球電動汽車銷量增長了26％，達到21,747輛，儘管美國市場增長放緩。
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.
爲了應對不斷增長的電動車需求，幾個東盟國家正在實施支持措施。馬來西亞計劃削減燃料補貼，可能會提高電動車的採用率。菲律賓已將其稅收優惠擴大到包括2/3輪車和混合動力汽車，而印度尼西亞已將本地電動汽車製造的關稅減免延長至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.
與此同時，中國有望主導東盟市場，在接下來的兩年內在泰國的預計年產能爲75萬輛。日本的原始設備製造商（OEM）例如本田和鈴木正在關閉其在泰國的業務，與增加的中國汽車製造商的存在形成對比。
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.
儘管全球電池芯片供應過剩，可能會降低電動汽車價格，但對於與中國製造商合作的東盟汽車製造商來說，前景仍然積極。預計該地區堅實的汽車生產基礎和對電動汽車的不斷推廣將推動進一步增長。
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.
馬來亞銀行的分析師指出，參與電池價值鏈和與中國汽車製造商合作的東盟公司在不斷向電動出行的移動趨勢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.
馬來亞銀行的研究表明，儘管全球電動車銷售預計將繼續上升，2024年預計將達到1700萬輛，但區域動態將發揮關鍵作用，塑造電動汽車市場的未來。投資者應考慮在東盟的電動車領域中不斷擴展的機會，這得益於有利的監管和不斷增長的市場份額。