思略特+2023年第二季度电动汽车销售回顾

Electric Vehicle Sales Review Q2 2023Foresight to drive the industryAugust 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 almost 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&Executive summary 3The BEV market increased by more than half its size across all analyzed markets in one year52%BEV sales growth across all 20 analyzedmarkets in Q2 2023 from the same quarter last yearIn almost all major markets, BEV sales grew far more than the total light vehiclemarket. In the ten Western European focus markets, BEV sales increased by 49% inthe second quarter of 2023 in comparison with the equivalent period last year,whereas the total market grew by 17%. In the United States, the correspondingpercentages were 67% and 19%, and in China 49% and 29%.In fact, the only major market analyzed in which BEV and overall powertrain salesgrowth were in any way comparable was in Italy, where the figures were almostidentical (around 19.5%). Of course, BEV growth itself is responsible for much of theoverall powertrain sales increase in many markets. When one compares BEV growthwith the increase in sales of conventional ICE vehicles, the results are even starker(49% vs. 8% in the ten Western European focus markets, 49% vs. 20% in China, and67% vs. 14% in the United States).The growth of each respective BEV market depends to a large extent on its maturity.Year to date, the BEV market in Norway has increased by just 2% compared to thesame period in 2022. The apparent stalling of market growth is little surprise when oneconsiders that BEV market share has already reached 83%. The reverse can be seenin BEV markets that have been slow to take off. For example, in India and Turkey,where BEV market share hovers at around just 2%, BEV sales grew by 139% and341% respectively in the first half of 2023.Significantly, BEV market share in France, Germany and the UK, the three largestEuropean markets, stands at around 16%, widely considered to be the inflection pointat which mainstream consumers give serious consideration to a BEV purchase. Giventhat the momentum of BEV sales growth is therefore likely to increase, OEMs arepositioning themselves to take advantage by offering discounts and new products.Unlike with BEV sales, the fortunes of the PHEV market have fluctuated markedly.Whereas PHEV sales decreased by 2% in