思略特+2022年4季度电动汽车销售回顾

Electric Vehicle Sales Review Q4 2022Foresight to drive the industryFebruary 2023Strategy&This publication has been developed in collaboration between Strategy&, PwC's global strategy consulting business, alongside PwC Autofacts’ Automotive industry and function experts. Together, we transform organizations by developing actionable strategies that deliver results. At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 152 countries with over 328,000 people who are committed to delivering quality in assurance, advisory and tax services. Find out more and tell us what matters to you by visiting us at www.pwc.com.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 www.pwc.com/structure for further details.www.pwc.com2Strategy&United States finally arrives at BEV party0. Executive summary 3In 2022, United States boasted the highest annual growth in BEV sales among all analyzed markets88%Percentage increase in BEVs sold in the United States in 2022 when compared to the previous year The BEV market in the United States finally sparked to life in 2022, having previouslyappeared to lag behind the development seen in China and much of Europe. Spurredby massive OEM investment in exciting new models, meaningful governmentincentives and a gradually improving charging infrastructure, BEV sales in the USgrew by 88% in 2022 in comparison with the previous year – the highest suchincrease in all analyzed markets.China’s BEV market was close behind, sustaining its dramatic expansion of recentyears with sales growth of 85% in 2022. Europe’s growth was more modest butnevertheless still significant. The top five European markets grew by 28% in 2022relative to the previous year. The United Kingdom saw the highest rise among thesemarkets, with growth of 40%.In total, BEV sales in all analyzed markets rose by 70% with China accounting formore than two out of every three BEV sales in 2022, a growth rate that is all the moreimpressive and noteworthy when we take into account that sales of all powertrainscombined actually fell by 2%.Looking at the fourth quarter of 2022 in isolation, Germany recorded particularly highBEV sales growth of 66% versus the corresponding quarter in 2021, as customerslooked to make their purchases before a reduction in incentives kicked in at the startof 2023.When it comes to the PHEV market, China’s massive growth of 150% in 2022represents an outlier from the rest of the world. Indeed, PHEV sales in the top fiveEuropean markets only grew by 1.2% in 2022, as OEMs continue to prioritize BEVsales to meet emissions targets and incentives are lower.It remains to be seen whether such reduction or even cancellation of incentives, alsoevident in various other European markets and in China, will have any significantimpact on BEV sales growth. In the past, although BEVs have been seen as moreexpensive to purchase, their total cost of