思略特+2023年3季度电动汽车销售回顾-英

Electric Vehicle Sales Review Q3 2023Foresight to drive the industryOctober 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 3BEV growth slows markedly in China, but maintains pace in other analyzed marketsBEV sales in all twenty analyzed markets increased by 26% in the third quarter of 2023in comparison with the same period last year. But if it were not for waning growth in theChinese market, that figure would be considerably higher.That is because China heavily dominates the global BEV market. Indeed, Chinese BEVsales accounted for two thirds of sales in all analyzed markets in the third quarter of2023. Growth in BEV sales in China was 16% in Q3 2023 vs. Q3 2022. Growth in BEVsales for the same period for all other 19 analyzed markets outside China was 49%.BEV sales growth in China has been slowing for several months, in large part due toa weakening economic outlook, and is now significantly lower than just two years ago.In 2021, BEV sales growth there reached 172%. However, it should also be notedthat BEV sales growth in China between Q3 2022 and Q3 2023 was still comfortablyhigher than the overall growth of total powertrain sales in the country in that period(16% vs. 6%).Indeed, BEV sales growth was higher than total powertrain sales growth in the periodin question in all analyzed markets, with only one exception – South Korea. Some ofthe recorded gaps between BEV sales growth and overall powertrain sales growthwere very substantial – for example, 62% vs. 17% in the USA, and 59% vs. 18% inGermany. Market trends suggest that this strong BEV sales performance will continue,with projected growth of 35% in all analyzed markets in 2024.PHEV sales, on the other hand, reflect a more nuanced picture. Although only Italy,Spain, Japan and Brazil sold more PHEVs than BEVs in the third quarter, the QoYgrowth of PHEV sales was higher than for BEV sales in several countries, includingChina, USA, France, UK and Austria. In Germany, however, PHEV sales fell by 42% inQ3 2023 vs. Q3 2022.China slowdown hinders global BEV growth49% vs. 16%BEV QoY sales growth in all other 19 analyzed markets outside China vs. BEV QoY sales growth in ChinaStrategy&41. News and highlights Meanwhile, BMW revealed the Neue Klasse concept. Thecomp