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Global EV Boom Continues As China Outpaces Europe, US

Global EV Boom Continues As China Outpaces Europe, US

全球貨幣電動汽車熱潮不斷,中國超越歐洲和美國。
Benzinga ·  08/13 09:56

China's electric vehicle market grew by 31% over the past year while sales were down across the EU and U.K., data shows.

數據顯示,中國的新能源車市場增長了31%,而歐盟和英國的銷售量下降了。

What Happened: EV researcher Rho Motion revealed that 1.4 million EVs were sold globally in July, bringing the year-to-date sales figure up to 8.4 million.

最新數據顯示,全球7月份出售了140萬輛新能源車,年度銷售額達到了840萬輛。

Regional disparities continue to grow while EU and UK sales fell year-on-year by 8% compared to data sourced last July.

區域型差異繼續擴大,歐盟和英國的銷售量同比下降了8%,與去年7月的數據相比。

Related: Tesla's China Comeback: July Sales Surge 15% Year-On-Year Despite Overall NEV Market Dip

相關報道:特斯拉在中國的復甦:儘管新能源汽車市場整體下滑,但7月份的銷售額同比增長了15%。

Here's a breakdown of the findings:

下面是調查發現的情況:

  • Globally, the market continues to show strong growth, up 21% compared to the same period (January-July) in 2023.
  • Battery Electric Vehicles (BEVs) represent 65% of sales in 2024 so far.
  • Plug-in hybrids (PHEVs) represent 35% of sales (PHEV market share grew by 5% points compared to the same period in 2023)
  • France's EV market grew by 6% during the first half of the year
  • Germany EV sales were weaker, likely due to the subsidy ending last year.
  • The EU, UK saw sales fall 28% between June and July likely due to tariffs
  • In the US and Canada, EV sales have grown by 10% year-to-date between January and July compared to the same timeframe in 2023.
  • 全球市場繼續呈現強勁增長,與2023年1月至7月同期相比上漲了21%。
  • 目前,純電動車銷售量佔2024年總銷售量的65%。
  • 插電式混合動力汽車(PHEVs)佔銷售額的35%(PHEV市場份額同比增長了5個百分點。)
  • 法國的新能源車市場在上半年增長了6%。
  • 德國的新能源車銷售量較弱,可能是由於去年的補貼結束。
  • 由於關稅原因,歐盟和英國6月至7月的銷售額下降了28%。
  • 在美國和加拿大,2024年1月至7月期間,新能源車的銷售量同比增長了10%。

Why It Matters: Rho Motion lead EV data analyst Charles Lester called the sector "a mixed bag" in 2024, noting that sales continue "to flourish" in China, North America and early-stage EV markets.

爲什麼重要:Rho Motion首席新能源汽車數據分析師查爾斯·萊斯特表示,2024年該行業「好壞參半」,指出在中國,北美和初創階段的新能源汽車市場銷售繼續「蓬勃發展」。

Notably, last month, the European Commission, responsible for the EU's trade policy, imposed provisional tariffs of up to 37.6% on electric vehicles imported from China and has sought input from EU member states in a consultative vote.

值得注意的是,上個月,負責歐盟貿易政策的歐盟委員會對從中國進口的電動汽車徵收了最高達37.6%的臨時關稅,並在諮詢性投票中徵求了歐盟成員國的意見。

The report states that the tariffs will have a lesser impact on Tesla, Inc. (NASDAQ:TSLA), which manufactures in Berlin, and Chinese EV giant BYD Co., Ltd. (OTC:BYDDF), whose European presence is limited.

報告指出,關稅對特斯拉(納斯達克股票代碼:TSLA)和中國電動汽車巨頭比亞迪股份有限公司(OTC股票代碼:BYDDF)的影響將較小,特斯拉在柏林生產,而比亞迪在歐洲的存在有限。

Earlier this month, pure EV sales of BYD fell to 130,000 units in July, marking a nearly 4% dip from the corresponding month of last year and raising concerns about dwindling EV demand.

本月早些時候,比亞迪的純電動汽車銷售額在7月份下降了近4%,達到13萬輛,引發了有關新能源汽車需求下降的擔憂。

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