2025年Q2电动汽车销售回顾（英）

Electric Vehicle Sales Review Q2 2025Foresight to drive the industryJuly 2025Strategy&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 149 countries with almost 370,000 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.comStrategy&Electric Vehicle Sales ReviewSource: PwC Autofacts® analysis3Executive summaryAfter a difficult 2024, total BEV sales in the top five European markets grew bya quarter in the first half of 202525%BEV sales growth in all the top five European markets in H1 2025 vs. H1 2024Global BEV sales enjoyed substantial growth year on year in the second quarter of 2025, increasing by 33% compared to Q2 2024. Almost one in five cars (19%) sold in all analyzed markets in the second quarter was a BEV.Much of that growth was powered by China, which was responsible for almost two thirds of global BEV sales. Indeed, BEV sales in China in the first six months of the year (H1) increased by almost one half (47%) in relation to the same period in 2024.Europe has also played a significant role in the growth of the global BEV market in 2025, with H1 sales in the top five European markets up by a quarter (25%) year on year. The performance in these European markets has been particularly welcome, given the temporary sales dip in 2024. Germany’s BEV market has bounced back especially strongly, growing by more than a third (35%) in H1 2025 vs. H1 2024. Germany and the UK are competing for the top spot in Europe for BEV units sold, with Germany taking the lead in the second quarter of the year. However, the UK had the highest BEV market share among the top five European markets in the first half of the year, at 22%.The US BEV market did not fit with the global trend, falling 3% year on year in the second quarter of 2025. However, a significant uplift is expected in the third quarter as consumers seek to take advantage of the existing $7,500 tax credit before its termination at the end of September. As incentives end, OEMs operating in the US will need to pursue various strategies to maintain consumer interest in BEVs.A more fundamental challenge is facing OEMs and governments worldwide – how to secure a sustainable supply of the rare earth elements (REEs) necessary to manufacture electric vehicles. The reserves and production of REEs are heavily concentrated in very few countries, making them a powerful potential weapon in geopolitical co