1、Electric Vehicle Sales Review Q2 2024Foresight to drive the industryJuly 2024Strategy&This publication has been developed in collaboration between Strategy&,PwCs global strategy consulting business,alongside PwC Autofacts Automotive industry and function experts.Together,we transform organizations b

2、y developing actionable strategies that deliver results.At PwC,our purpose is to build trust in society and solve important problems.Were a network of firms in 151 countries with almost 364,000 people who are committed to delivering quality in assurance,advisory and tax services.Find out more and te

3、ll us what matters to you by visiting us at .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 for further Strategy&Electric Vehicle Sales ReviewSource:PwC Autofacts analysis3Executive summaryHalf of vehicles sold inthe five larg

4、est European markets are electrified50%EV market share in the top 5European markets in Q2 2024Looking at the sum of sales in all 21 analysed markets,the electrified vehicle market share reached a new height.More than one in three vehicles(37%)sold in these markets in the second quarter of 2024 were

5、BEVs,PHEVs or hybrids,up from 30%in the equivalent quarter in 2023.Meanwhile,total EV sales grew by 21%in Q2 2024 vs.Q2 2023,while ICE sales fell by 9%in the same period.The direction of travel is clear.Much of the recent growth in all analysed markets can be put down to PHEV sales in China,up by 98

6、%in Q2 2024 vs.Q2 2023 to reach more than a million units sold in one quarter for the first time.This is far from the only measure of Chinas increasing strength in the global car market.Indeed,our Analyst Insights section details the surge in Chinese exports to Europe and the strengthening grip of C

7、hinese OEMs over their own domestic market.Sales of full and mild hybrids in Q2 2024 enjoyed sharp growth in certain markets,up by 116%in Australia,69%in Norway and 40%in France.The full and mild hybrid market share in the European top five markets(France,Germany,Italy,Spain and the UK)now stands at

8、 32%,while total EV market share in these five markets crept above the 50%mark.BEV results in the second quarter were a mixed bag.There was enormous growth from a very low starting point in some less mature BEV markets such as Brazil(up by 850%year-on-year)and Turkey(up by 260%).Italy also performed

9、 well(up by 32%)due to the governments Ecobonus which was so popular that it ran out of funds within hours.On the other hand,some established markets exhibited negative growth.BEV sales in Germany,for example,were 18%down year-on-year in Q2 2024.The Q2 2024 BEV market share is at 15%in all the 21 ma

10、rkets combined.China makes big strides at home and abroadStrategy&Surging Chinese exports elicit an EU responseElectric Vehicle Sales ReviewSource:PwC Autofacts analysis,ACEA,European Commission,S&P Global Mobility Light Vehicle Sales Forecast June 2024 release 41.Analyst insightsChinese exports acc

11、ounted for around 5%of overall car sales in the EU in 2023,and 22%of BEV sales.Moreover,PwC anticipates a marked increase in Chinese exports to Europe this year,overtaking the number of exports going in the opposite direction.In 2023,Chinese brands exported around 280,000 passenger cars to Europe,am

12、ounting to more than half(55%)of total car exports to the region.That figure is set to jump to around 440,000 in 2024,more than two thirds(68%)of overall exports to the region,and surpassing the 325,000 that European brands are forecasted to export to China in 2024.The conclusion is impossible to ig

13、nore the Chinese car market is already in the ascendant,and without significant pushback,its power and influence will expand further.Believing that Chinese automakers have benefited from government subsidies,lower production costs and less stringent regulations,EU regulators are looking to level the

14、 playing field through the introduction of tariffs.Provisional tariffs,which apply to BEVs produced in China,vary according to the respective OEMs transparency and level ofcooperation with the EU.The final definitivemeasures will be announced on 2 November.The tariffs are likely to lead to several c

15、onsequences for the auto industry.In the short term,Chinese OEMs will suffer reduced profit margins in Europe,and could respond by delaying the market launch of some entry-level models and increasing prices for others.Tesla for example hasalready announced a price hike for the China-built Model 3.In

16、 the longer term,however,Chinese brands will no doubt seek ways to lessen their market disadvantage,increasing local production or finding OEM or supplier partners for contract manufacturing.2023:510,0002024:650,0002023:375,0002024:350,000+27%-7%Strategy&while Chinese OEMs also strengthen hold domes

17、ticallyElectric Vehicle Sales ReviewSource:PwC Autofacts analysis,CAAM51.Analyst insightsChinese OEMs are starting to dominate their domestic market.They now sell almost two thirds of the passenger cars sold in their home country,representing a dramatic increase in recent years.In June 2024,Chinese

18、OEMs sold nearly 65%of all cars sold in the country.This is almost 12 percentage points higher than in the corresponding month last year,and more than 26 percentage points higher than in June 2019.During the first six months of 2024,Chinese-brand passenger cars accounted for nearly 62%of the total m

19、arket.Meanwhile,German-brand cars sold the second highest number of cars in China,but are still behind with 16%of sales during the first half of the year and the gap is growing.The rapid increase in Chinese OEMs domestic market share is in line with the growth of NEVs(new energy vehicles)in general.

20、This finding does not come as a surprise,given that Chinese OEM expertise has secured an advantage in this NEV category,which includes BEVs,PHEVs and REEVs(range-extended electric vehicles).Moreover,many Chinese consumers are clearly proud to drive a car manufactured by a local brand.Vehicle exports

21、 from China also continue to soar,up by 27%in the first half of 2024 from the corresponding period last year.ICE exports,in particular,have enjoyed a major boom in the past year and now comprise around 78%of all exports.On the other hand,the growth momentum of NEV exports has slowed recently,up by j

22、ust around 8%year-on-year in H1 2024.0%10%20%30%20192020202120222023H1 20240510150%20%40%60%80%20192020202120222023H1 20248.47.79.511.814.67.4Chinese OEM salesChinese OEM market shareChinese-brand passenger cars in China(sales in million units,market share in%)Top 3 foreign brand origins in China(by

23、 market share in%)74%26%H1 202378%22%H1 20242.22.8+27%ICENEVVehicle exports in China(total exports in million units,ICE/NEV share in%)Strategy&Europe Top 4ModelSales H1 2024Tesla Model Y41,968 0Tesla Model 326,641 1MG 420,793 2VW ID.319,069NewRenault Megane Electric17,838 2BMW iX114,802 1VW ID.4,ID.

24、514,317 4Skoda Enyaq14,204 0Volvo EX3013,724 1Audi Q4 e-tron11,143NewTesla upholds top spot in all key marketsTop-selling BEVs in H1 2024(ranking change H1 2024 vs.Q1 2024)Electric Vehicle Sales ReviewSource:PwC Autofacts analysis,KBA,AAA Data,UNRAE,DGT,CPCA,KBB645678910USAModelSales H1 2024Tesla Mo

25、del Y198,030 0Tesla Model 373,552 0Ford Mustang Mach-E22,234 0Hyundai IONIQ 518,728 3Rivian R1S16,154 1Ford F-150 Lightning15,645 1Cadillac Lyriq13,094 2Tesla Model X12,177 2VW ID.411,857 1BMW i411,603NewChinaModelSales H1 2024Tesla Model Y207,817 0BYD Seagull167,861 0BYD Yuan Plus118,883 0BYD Qin P

26、lus EV89,330 2Wuling Hongguang Mini EV83,288 1Aion Y74,241NewAion S72,088 3Tesla Model 370,500 0Wuling Bingo67,946 0BYD Dolphin67,527 52.Electric vehicle markets overviewStrategy&Upcoming BEVs to drive market growthQ1 2024Electric Vehicle Sales ReviewSource:S&P Global Mobility Light Vehicle Powertra

27、in Production Forecast June 2024 release72.Electric vehicle markets overviewBYDSealion 07HyundaiIONIQ 9KIAEV3AudiA6 e-tronMaseratiGranCabrioCupraTavascanLucid GravityGeelyE8Mercedes-BenzEQGAlfa RomeoJuniorRenault5CadillacCelestiqQ2 2024Q3 2024Q4 2024Strategy&Electric vehicle sales growth continuesH1

28、 2023 vs.H1 2024(in million)Source:PwC Autofacts analysis,local governmental or car association data83.Electric vehicle markets analysis1Total EVs2BatteryEVs3Plug-inhybrid EVsElectric Vehicle Sales Review0.00.51.01.52.02.53.03.54.022%63%15%Jun-23 YTD20%66%14%Jun-24 YTD3.63.9+9%012345678936%48%16%Jun

29、-23 YTD31%53%16%Jun-24 YTD7.39.0+23%0.00.51.01.52.02.526%66%8%Jun-23 YTD16%77%7%Jun-24 YTD1.42.3+62%0.00.51.01.52.02.53.062%15%23%Jun-23 YTD60%14%26%Jun-24 YTD2.32.8+19%WE 5+5ChinaUSA4Full and mildhybrid EVsStrategy&Western Europe 5+5Source:PwC Autofacts analysis,local governmental or car associatio

30、n data93.Electric vehicle markets analysisElectric Vehicle Sales ReviewEuropean Top 5:France,Germany,Italy,Spain,and UKGrowth of electrified vehicles year-on-year in the top five European markets outperformed the total vehicle market in the second quarter of 2024.EV sales increased by 11%from the sa

31、me period last year,whereas ICE sales fell by 2%.As a result,total EV market share has crept above the 50%mark again,after falling short by less than 1%in the first quarter of 2024.This growth can be attributed to sales of full and mild hybrids,which grew by 21%in Q2 2024 vs.Q2 2023.Hybrid sales gro

32、wth was particularly apparent in France(40%)and Spain(27%).The hybrid market share in the EU top 5 now stands at 32%,meaning that almost one in three vehicles now sold in the region are hybrids.Italy boasted the most significant BEV sales growth in Q2 2024,up by 32%from the equivalent quarter last y

33、ear.The sharp increase was propelled by the Ecobonus purchase incentive,which was so popular that it ran out of allotted funds within hours.France and the UK both recorded solid year-on-year BEV growth of 8%.However,the German BEV market continues to be affected by the sudden termination of the BEV

34、subsidy program at the end of 2023 and by economic uncertainty,down by 18%from Q2 2023.The BEV market shares in the major three markets of Germany,France and UK have previously followed a relatively similar trajectory.However,divergent growth trends have now opened up a gap.BEV market shares in UK a

35、nd France in the second quarter of 2024 were 18%and 17%respectively,while in Germany the BEV share stood at 13%.Despite its rapid sales growth in the quarter,BEV market share in Italy lags behind at 5%,and in Spain at slightly below 5%.However,Italy has the highest full and mild hybrid market share

36、among the top 5 European markets,at 39%.WE 5+5Q2 2024Comparison to Q2 2023BEV410,000-4%PHEV190,000-1%Hybrid855,000+17%Total EV1,455,000+7%Other European markets:+5(Austria,Netherlands,Norway,Sweden,Switzerland)While full and mild hybrid sales growth was the greatest in Norway with 69%in Q2 2024 vs.Q

37、2 2023,BEVs continue to lead the market with a share of 87%.Hybrid market share is the highest in Switzerland(33%)and the Netherlands(29%).Meanwhile,BEV market shares in these markets can be viewed in three tiers Norway way ahead at 87%,Netherlands and Sweden at 36%and 32%respectively,and Switzerlan

38、d and Austria at 17%and 16%respectively.Strategy&China and other Asian countriesSource:PwC Autofacts analysis,local governmental or car association data103.Electric vehicle markets analysisElectric Vehicle Sales ReviewChinaDomestic PHEV sales including REEV(range-extended electric vehicles)in China

39、almost doubled in Q2 2024 when compared to the same period last year,up by 98%.The PHEV market is booming due to competitive pricing and an abundance of product offerings,while some uncertainty about charging infrastructure discourages some consumers from going the whole way and buying a BEV.This si

40、gnificant PHEV sales increase enabled the total EV market to grow by 35%in Q2 2024 YoY,whereas the ICE market declined by 21%.BEV sales were up 13%in Q2 YoY.The combined BEV and PHEV market share now stands at 43%(25%and 18%respectively).One year ago,in Q2 2023,the combined market share was 31%(22%B

41、EV and 9%PHEV).In that same twelve months from Q2 2023 to Q2 2024,ICE market share has decreased markedly from 66%to 53%.JapanBEV and ICE sales decreased by 32%and 13%respectively in Q2 2024 vs.Q2 2023.BEV market share stands at just 1%.The EV market is dominated by the sale of hybrids,with a market

42、 share of 59%in Q2.ChinaQ2 2024Comparison to Q2 2023BEV1,485,000+13%PHEV1,069,000+98%Hybrid215,000+9%Total EV2,769,000+35%South KoreaBEV and ICE sales in South Korea fell by 3%and 18%respectively in Q2 2024 in comparison with the same period last year.Sales of hybrids,however,were up by 19%YoY,resul

43、ting in a hybrid market share of 27%.BEV market share stands at 10%.Strategy&United StatesSource:PwC Autofacts analysis,local governmental or car association data113.Electric vehicle markets analysisElectric Vehicle Sales ReviewTotal EV sales grew in the US by 14%in the second quarter of 2024 when c

44、ompared with the same period last year.As in the top European markets,much of that rise can be explained by the growth in hybrid sales,which grew by 28%year-on-year.In contrast,ICE sales decreased by 4%in the same period.As a result,the year-to-date electrified market share now stands at 18%,higher

45、than at any time since we started recording electrified sales in 2014.BEV and hybrid market shares are at 7%and 10%respectively,while PHEVs make up a low 2%in the second quarter of 2024.Despite the strong EV growth,the total market still declined by 1%during Q2 2024 over Q2 2023 due to ICE sales dro

46、pping by 4%over the same period,resulting in a market share of 81%.Hybrids have become a popular consumer choice because the range of product offering continues to increase,the hybrid price premium has declined and by a growing willingness among buyers to make a cautious first step into the electrif

47、ied market.The BEV market may well stand to benefit in the end from the success of hybrids.Once consumers have a good experience with driving a hybrid,they become more disposed to the concept of a fully electric vehicle.USAQ2 2024Comparison to Q2 2023BEV289,000+1%PHEV76,000+8%Hybrid390,000+27%Total

48、EV755,000+14%Strategy&Total sales:5,459,572EV sales:2,831,843of which BEVs:772,948PHEVs:384,513Hybrids:1,674,382Shares of electric vehicle registrationsElectric vehicle sales in H1 2024Source:PwC Autofacts analysis,local governmental or car association data123.Electric vehicle markets analysisElectr

49、ic Vehicle Sales Review2China3USA1WE 5+548%14%7%31%52%ICEEVBEVPHEVHybridTotal sales:7,807,963EV sales:1,427,965of which BEVs:553,810PHEVs:163,889Hybrids:710,26682%7%2%9%18%Total sales:11,253,000EV sales:4,731,700of which BEVs:2,542,000PHEVs:1,795,000Hybrids:394,70058%23%16%4%42%Strategy&Regional ele

50、ctric vehicle*assembly forecast2024F vs.2029F(in million)*Electric vehicles=BEV,PHEV(incl.REEV)and Hybrid(incl.FHEV,MHEV and Series-Hybrid)Source:S&P Global Mobility Light Vehicle Production Powertrain Forecast June 2024 release134.Electric vehicle production forecast1Total EVs01020304050607023%43%1

51、2%20%2%2024F21%38%16%19%5%2029F33.168.3+106%Western+Central EuropeChinaNAFTAAsia-Pacific(excl.China)RoW0510152025303517%61%12%9%1%2024F25%42%19%12%2%2029F11.733.7+187%02468101216%72%5%6%1%2024F7%74%7%8%4%2029F6.211.7+88%051015202530%17%15%33%4%2024F22%15%17%36%10%2029F15.222.9+51%2BatteryEVs3Plug-in

52、hybrid EVsElectric Vehicle Sales Review4Hybrid EVsStrategy&010203040506070201920202021202220232024F2025F2026F2027F2028F2029F-20020406080100120Electric vehicle*assembly forecast2019 2029F(in million(lhs),growth rate in%(rhs)*Electric vehicles=BEV,PHEV(incl.REEV)and Hybrid(incl.FHEV,MHEV and Series-Hy

53、brid)Source:S&P Global Mobility Light Vehicle Production Powertrain Forecast June 2024 release144.Electric vehicle production forecast5Global EV production by powertrainBEV growthPHEV growthHybrid growthBEVPHEVHybridElectric Vehicle Sales ReviewStrategy&2024(not exhaustive)Electric Vehicle Sales Rev

54、iewSource:S&P Global Mobility Light Vehicle Production Forecast June 2024 release155.BEV model launchesBrandModelLaunchQuarterAlfa RomeoJunior2024Q3AudiA6 e-tron2024Q4BYDSealion 072024Q2CadillacCelestiq2024Q3ChanganQiyuan E072024Q4DodgeCharger2024Q2FiatPanda2024Q3Hondae:NP22024Q4HyundaiIONIQ 92024Q4

55、KIAEV32024Q2LucidGravity2024Q4Lynk&CoC-CUV2024Q2Mercedes-BenzEQG2024Q3MiniAceman2024Q2Renault52024Q2Overview:BEV modellaunchesStrategy&2025 2028(not exhaustive)Electric Vehicle Sales ReviewSource:S&P Global Mobility Light Vehicle Production Forecast June 2024 release165.BEV model launchesBrandModelL

56、aunchAcuraNSX EV2026Alfa RomeoGiulia2026AudiQ2 e-tron2026BMWiX52026BYDSong MAX2026ChanganLumin2027ChevroletBolt EUV2025CitroenC5 Aircross2025DaciaSandero2028DodgeDurango2026FerrariRoma2028FordMaverick EV2028GeelyGeome E2028GenesisGV802027HondaA-Hatch EV2025Overview:BEV modellaunchesStrategy&2025 202

57、8(not exhaustive)Electric Vehicle Sales ReviewSource:S&P Global Mobility Light Vehicle Production Forecast June 2024 release175.BEV model launchesBrandModelLaunchHongqieHS32025HyundaiIONIQ 42026KIAEV22025Land RoverDefender2027LotusExige2026MazdaD-CUV EV2028Mercedes-BenzAMG GT-42025MGBingo2025Mitsubi

58、shiPajero2028NIOET62025OpelManta2026Porsche7182025SubaruStella2027TeslaModel 22025VolkswagenID.22026Overview:BEV modellaunchesStrategy&Electric Vehicle Sales ReviewSource:PwC Autofacts analysis,KBA,SMMT,PFA,ANFIA,ANFAC,SCB,OFV,RAI,auto-schweiz,Statistik Austria,CAAM,CPCA,JADA,ODMD,MoRTH,ABVE,FCAI,GA

59、IKINDO,PZPM186.Electric vehicle sales dataJun-24YTDMarket ShareJun-23YTDYTDYoYQ2-24QoYJun-24MoYMay-24MoYApr-24MoYBEV158,39817.3%137,91714.9%78,6167.6%29,838-10.3%23,8945.4%24,88445.4%PHEV73,6878.1%77,991-5.5%35,113-15.3%14,044-21.8%10,203-19.2%10,866-0.1%Hybrid280,51130.7%205,10436.8%155,57339.6%62,

60、35735.3%47,41137.9%45,80548.0%Total EV512,59656.0%421,01221.8%269,30219.2%106,2399.1%81,50817.0%81,55538.4%FranceOther402,29844.0%468,768-14.2%200,686-17.4%75,472-19.3%59,790-21.2%65,424-11.1%BEV184,12512.5%220,244-16.4%102,788-18.1%43,412-18.1%29,708-30.6%29,668-0.2%PHEV89,5496.1%79,06513.3%44,5647

61、.3%15,391-3.4%14,0381.7%15,13528.4%Hybrid363,96624.7%324,07812.3%190,03913.2%72,57916.5%57,413-0.7%60,04725.9%Total EV637,64043.3%623,3872.3%337,3910.8%131,3820.1%101,159-11.6%104,85017.5%GermanyOther834,00156.7%773,4837.8%439,46511.2%165,94711.4%135,2662.1%138,25221.6%BEV34,9323.9%32,6776.9%21,6063

62、2.4%13,365117.2%5,052-18.3%3,189-20.0%PHEV29,0143.3%38,911-25.4%14,636-26.6%5,592-24.5%4,579-30.5%4,465-24.9%Hybrid342,61638.7%296,37015.6%170,52918.8%61,35827.6%55,6497.4%53,52222.7%Total EV406,56245.9%367,95810.5%206,77115.0%80,31530.3%65,2801.1%61,17614.3%ItalyOther479,16954.1%473,0481.3%228,069-

63、2.6%79,6673.1%74,241-12.4%74,1612.8%BEV25,1484.7%29,211-13.9%13,766-11.7%5,531-15.3%4,393-11.9%3,842-5.8%PHEV30,7515.7%31,882-3.5%15,051-11.1%5,204-20.2%4,787-21.0%5,06016.4%Hybrid191,01735.7%153,73524.3%102,03826.6%37,52021.9%34,07923.9%30,43936.4%Total EV246,91646.1%214,82814.9%130,85515.7%48,2551

64、0.1%43,25912.2%39,34128.0%SpainOther288,47253.9%290,591-0.7%159,6603.2%55,102-3.8%51,899-2.9%52,65919.6%BEV167,09616.6%152,9659.2%82,7827.9%34,0347.4%26,0316.2%22,71710.7%PHEV81,5228.1%62,15531.2%38,96328.2%16,60430.0%11,86631.5%10,49322.1%Hybrid351,64034.9%299,56417.4%161,40112.5%63,98013.8%51,7361

65、2.1%45,68511.0%Total EV600,25859.6%514,68416.6%283,14613.0%114,61813.8%89,63312.5%78,89512.3%UKOther406,50540.4%435,036-6.6%178,069-13.1%64,645-15.6%58,045-11.4%55,379-11.7%BEV569,69911.8%573,014-0.6%299,558-2.5%126,180-3.4%89,078-11.9%84,30011.7%PHEV304,5236.3%290,0045.0%148,327-1.3%56,835-6.2%45,4

66、73-5.5%46,01910.7%Hybrid1,529,75031.8%1,278,85119.6%779,58020.5%297,79422.3%246,28813.1%235,49826.8%Total EV2,403,97249.9%2,141,86912.2%1,227,46511.1%480,80910.6%380,8393.8%365,81720.9%WE 5Other2,410,44550.1%2,440,926-1.2%1,205,949-2.1%440,833-2.8%379,241-8.0%385,8755.4%LegendMoY=Month-on-Year QoY=Q

67、uarter-on-Year YoY=Year-on-YearYTD=Year-to-DateElectric vehiclesales dataGermany,UK,France,Italy,Spain,WE 5Strategy&Electric Vehicle Sales ReviewSource:PwC Autofacts analysis,KBA,SMMT,PFA,ANFIA,ANFAC,SCB,OFV,RAI,auto-schweiz,Statistik Austria,CAAM,CPCA,JADA,ODMD,MoRTH,ABVE,FCAI,GAIKINDO,PZPM196.Elec

68、tric vehicle sales dataJun-24YTDMarket ShareJun-23YTDYTDYoYQ2-24QoYJun-24MoYMay-24MoYApr-24MoYBEV22,17816.4%23,372-5.1%11,376-6.3%4,6961.8%3,448-16.5%3,232-4.8%PHEV8,6956.4%8,812-1.3%4,414-0.1%1,8070.4%1,263-1.0%1,344-0.1%Hybrid31,16323.1%26,07919.5%16,20421.0%7,26745.3%4,4440.3%4,49313.3%Total EV62

69、,03645.9%58,2636.5%31,9946.8%13,77020.6%9,155-6.9%9,0694.2%AustriaOther73,07754.1%68,4276.8%39,85618.3%16,92329.2%10,665-1.1%12,26825.2%BEV65,33733.7%62,7124.2%32,700-7.5%12,465-15.8%10,540-9.9%9,6959.5%PHEV27,57114.2%26,7353.1%13,3371.5%5,2685.9%4,078-5.9%3,9914.2%Hybrid56,54429.2%84,762-33.3%27,06

70、4-41.2%10,322-44.3%8,197-46.5%8,545-29.6%Total EV149,45277.2%174,209-14.2%73,101-22.6%28,055-26.8%22,815-27.2%22,231-10.5%Netherlands Other44,16522.8%26,38767.4%18,809129.1%7,331291.6%5,404236.9%6,07428.3%BEV52,02688.3%55,276-5.9%31,9532.9%14,0099.4%7,893-26.7%10,05134.5%PHEV2,1123.6%4,689-55.0%1,65

71、5-47.4%931-31.2%544-50.2%180-74.4%Hybrid4,8538.2%4,12417.7%3,82068.7%2,050149.1%1,25020.0%52030.3%Total EV58,991100.2%64,089-8.0%37,4282.7%16,99013.4%9,687-24.9%10,75125.4%NorwayOther-93-0.2%2,460-103.8%-782-154.8%522-11.2%-1,794-512.4%49021.6%BEV42,32131.0%52,873-20.0%23,628-20.4%9,135-17.0%7,648-3

72、4.6%6,845-2.0%PHEV30,98922.7%29,2296.0%16,8382.9%5,252-9.5%5,842-2.5%5,74425.9%Hybrid13,4999.9%14,286-5.5%7,2094.5%2,241-10.3%2,71417.3%2,2548.0%Total EV86,80963.7%96,388-9.9%47,675-9.9%16,628-13.9%16,204-19.0%14,8438.9%SwedenOther49,50036.3%48,8231.4%27,0940.4%9,468-3.6%9,7433.8%7,8831.3%BEV21,3871

73、7.6%23,164-7.7%10,963-15.1%4,216-19.3%3,568-17.3%3,179-5.8%PHEV10,6238.8%10,633-0.1%5,294-2.5%1,802-21.7%1,7795.7%1,71318.7%Hybrid38,57331.8%33,95213.6%20,89618.0%7,92117.4%6,59511.8%6,38026.1%Total EV70,58358.2%67,7494.2%37,1533.1%13,939-2.4%11,9420.4%11,27214.1%SwitzerlandOther50,63541.8%56,003-9.

74、6%26,841-7.1%8,750-20.0%9,323-3.6%8,7686.0%BEV772,94814.2%790,411-2.2%410,178-4.2%170,701-4.7%122,175-15.0%117,30211.2%PHEV384,5137.0%370,1023.9%189,865-1.5%71,895-6.4%58,979-5.6%58,99110.4%Hybrid1,674,38230.7%1,442,05416.1%854,77316.6%327,59518.2%269,4889.2%257,69023.1%Total EV2,831,84351.9%2,602,5

75、678.8%1,454,8167.4%570,1917.0%450,642-0.5%433,98317.8%WE 5+5Other2,627,72948.1%2,643,026-0.6%1,317,767-1.0%483,827-1.2%412,582-7.1%421,3586.1%LegendMoY=Month-on-Year QoY=Quarter-on-Year YoY=Year-on-YearYTD=Year-to-DateElectric vehiclesales dataSweden,Norway,Netherlands,Switzerland,Austria,WE 5+5Stra

76、tegy&Electric Vehicle Sales Review*BEV and PHEV numbers include commercial vehicles,hybrid numbers include only passenger cars;*Partially estimatedSource:PwC Autofacts analysis,KBA,SMMT,PFA,ANFIA,ANFAC,SCB,OFV,RAI,auto-schweiz,Statistik Austria,CAAM,CPCA,JADA,ODMD,MoRTH,ABVE,FCAI,GAIKINDO,PZPM206.El

77、ectric vehicle sales dataJun-24YTDMarket ShareJun-23YTDYTDYoYQ2-24QoYJun-24MoYMay-24MoYApr-24MoYBEV50,2198.0%43,09216.5%24,751-3.7%9,583-13.2%8,97410.5%6,194-5.1%PHEV8,0481.3%3,532127.9%4,622123.2%1,949165.2%1,37373.6%1,300138.5%Hybrid83,22313.3%38,311117.2%48,020116.2%15,33670.0%16,218113.4%16,4661

78、94.5%Total EV141,49022.6%84,93566.6%77,39354.9%26,86829.2%26,56560.9%23,96089.2%AustraliaOther485,92277.4%496,824-2.2%245,567-6.5%92,791-10.9%84,534-5.2%68,242-1.8%BEV64,40424.5%43,57847.8%33,31346.1%13,71450.4%10,41844.8%9,18141.6%PHEV45,49517.3%50,942-10.7%17,978-36.6%5,950-49.2%5,624-36.6%6,404-1

79、7.6%Hybrid24,2809.2%19,76822.8%11,50717.0%4,80214.4%3,1104.2%3,59535.8%Total EV134,17950.9%114,28817.4%62,7983.0%24,466-2.3%19,1520.5%19,18013.5%BelgiumOther129,23049.1%150,187-14.0%65,470-9.1%25,196-5.7%19,755-11.4%20,519-10.7%BEV31,2042.9%3,777726.2%17,070849.9%5,190739.8%5,175741.5%6,7051088.8%PH

80、EV23,2962.2%11,475103.0%12,664103.8%5,047113.4%3,88249.8%3,735197.4%Hybrid24,8042.3%16,98746.0%13,48042.8%4,15928.3%4,55541.1%4,76660.3%Total EV79,3047.4%32,239146.0%43,214147.6%14,396131.3%13,612111.5%15,206217.3%BrazilOther999,04292.6%902,44410.7%551,14414.8%188,1888.4%169,8146.2%193,14231.7%BEV2,

81、542,00022.6%2,231,47913.9%1,485,00013.4%549,0008.4%506,00019.6%430,00013.2%PHEV1,795,00016.0%949,60889.0%1,069,00098.2%414,00095.3%349,00097.1%306,000103.6%Hybrid394,7003.5%360,7689.4%214,6009.2%75,6005.2%75,00020.2%64,0002.6%Total EV4,731,70042.0%3,541,85533.6%2,768,60035.4%1,038,60031.4%930,00040.

82、4%800,00035.0%China*Other6,521,30058.0%7,500,145-13.1%3,089,400-21.1%1,028,400-26.2%1,006,000-24.4%1,055,000-11.4%BEV48,3052.4%38,54825.3%22,7005.0%7,095-10.6%7,9193.5%7,68627.5%PHEV10.0%10.0%10.0%00.0%10.0%0-100.0%Hybrid173,5878.8%180,437-3.8%81,8201.7%24,597-6.8%26,8652.5%30,3588.9%Total EV221,893

83、11.2%218,9861.3%104,5212.4%31,692-7.7%34,7852.8%38,04412.2%India*Other1,758,92188.8%1,632,4877.7%822,6955.6%250,706-4.2%271,1411.5%300,84820.3%BEV11,9433.9%5,846104.3%6,02448.7%2,21183.5%1,98327.0%1,83042.5%PHEV30.0%24-87.5%2-88.2%0-100.0%1-83.3%1-50.0%Hybrid24,3977.9%16,64046.6%11,53414.6%4,058-8.1

84、%4,05447.7%3,42217.9%Total EV36,34311.8%22,51061.5%17,56024.3%6,26911.3%6,03840.0%5,25325.4%IndonesiaOther272,81388.2%361,713-24.6%125,194-21.1%46,604-20.1%47,947-18.4%30,643-26.1%LegendMoY=Month-on-Year QoY=Quarter-on-Year YoY=Year-on-YearYTD=Year-to-DateElectric vehiclesales dataAustralia,Belgium,

85、Brazil,China,India,IndonesiaStrategy&Electric Vehicle Sales ReviewSource:PwC Autofacts analysis,KBA,SMMT,PFA,ANFIA,ANFAC,SCB,OFV,RAI,auto-schweiz,Statistik Austria,CAAM,CPCA,JADA,ODMD,MoRTH,ABVE,FCAI,GAIKINDO,PZPM216.Electric vehicle sales dataLegendMoY=Month-on-Year QoY=Quarter-on-Year YoY=Year-on-

86、YearYTD=Year-to-DateJun-24YTDMarket ShareJun-23YTDYTDYoYQ2-24QoYJun-24MoYMay-24MoYApr-24MoYBEV15,7421.3%22,857-31.1%7,248-32.3%3,302-19.7%2,084-36.5%1,862-43.7%PHEV21,5801.7%25,163-14.2%8,195-35.5%2,650-48.8%2,505-29.8%3,040-23.2%Hybrid761,93961.7%738,2223.2%336,9183.5%122,208-3.1%104,4106.1%110,300

87、9.1%Total EV799,26164.8%786,2421.7%352,3610.9%128,160-5.4%108,9993.5%115,2026.3%JapanOther434,84135.2%582,485-25.3%217,096-13.3%82,971-9.2%67,694-9.2%66,431-21.5%BEV8,8653.2%8,5004.3%4,6746.2%2,11917.7%1,291-7.8%1,2645.3%PHEV7,2122.6%6,7007.6%3,467-3.7%1,220-6.2%1,073-10.6%1,1746.7%Hybrid128,63846.4

88、%86,80048.2%63,79257.9%22,24450.3%20,93253.9%20,61671.8%Total EV144,71552.3%102,00041.9%71,93348.6%25,58342.9%23,29643.8%23,05461.2%PolandOther132,24247.7%136,672-3.2%66,328-1.4%24,6384.0%20,358-9.0%21,3320.7%BEV66,5188.3%78,502-15.3%41,229-3.3%17,19216.5%13,225-2.4%10,812-24.6%PHEV3,4100.4%5,731-40

89、.5%1,692-55.2%497-67.0%630-51.9%565-41.3%Hybrid226,47928.4%175,92928.7%114,71318.7%37,0034.8%38,13419.1%39,57635.0%Total EV296,40737.1%260,16213.9%157,63410.2%54,6926.0%51,98910.9%50,95314.2%South Korea Other501,83362.9%633,548-20.8%262,682-18.2%83,201-25.1%89,324-15.2%90,157-13.9%BEV36,5407.9%9,981

90、266.1%22,400260.4%8,335233.1%7,968280.3%6,097276.8%PHEV1,6520.4%99066.9%1,16373.8%267-12.5%427105.3%469200.6%Hybrid63,17013.6%42,65048.1%30,62727.1%10,58932.6%9,79328.7%10,24520.5%Total EV101,36221.9%53,62189.0%54,19074.9%19,19177.8%18,18883.5%16,81163.6%TurkeyOther361,59378.1%376,751-4.0%175,376-21

91、.7%68,667-13.7%62,072-19.7%44,637-33.5%BEV553,8107.1%534,6433.6%289,0610.7%96,666-3.6%98,7974.8%93,5981.0%PHEV163,8892.1%122,43933.9%76,2487.7%23,6484.7%26,1245.2%26,47613.4%Hybrid710,2669.1%525,74635.1%390,08627.5%133,53331.3%138,11833.0%118,43517.8%Total EV1,427,96518.3%1,182,82820.7%755,39513.8%2

92、53,84713.1%263,03918.0%238,50910.2%USAOther6,379,99881.7%6,477,972-1.5%3,309,077-3.6%1,068,085-6.8%1,165,9892.1%1,075,003-6.1%BEV4,202,49813.3%3,811,21410.3%2,363,6489.2%885,1085.5%786,00911.3%692,53111.8%PHEV2,454,0997.8%1,546,70758.7%1,384,89761.0%527,12357.6%449,61958.9%408,15568.1%Hybrid4,289,86

93、513.6%3,644,31217.7%2,171,87017.1%781,72414.6%710,67717.0%679,46920.2%Total EV10,946,46234.7%9,002,23321.6%5,920,41521.3%2,193,95518.2%1,946,30521.9%1,780,15524.7%Analysed MarketsOther20,605,46465.3%21,894,254-5.9%10,247,796-9.3%3,443,274-13.1%3,417,210-9.9%3,387,312-4.3%Electric vehiclesales dataJa

94、pan,Poland,South Korea,Turkey,USA,Analysed MarketsStrategy&Authors and PR contactElectric Vehicle Sales Review22ContactsFelix KuhnertPartner,Automotive Industry LeaderPwC GermanyPhone:+49 160 Steven van ArsdaleLead Analyst,PwC AutofactsPwC GermanyPhone:+49 151 Annabelle KliesingSenior Manager Commun

95、ications and Thought LeadershipStrategy&GermanyPhone:+49 171 Jrn NeuhausenSenior DirectorStrategy&GermanyPhone:+49 172 Strategy&Automotive contactsElectric Vehicle Sales Review23ContactsC.J.FinnAutomotive Leader USA PwC USA Phone:+1 734 717 Jens HorningCEE Automotive Leader PwC Slovakia Phone:+421 9

96、03 451 Jose Baghdad Automotive Leader France&Maghreb PwC France&MaghrebPhone:+33 6 0821 Francesco Papi Automotive Leader Italy Strategy&Italy Phone:+39 334 620 Eiichi Yamanaka Automotive Leader JapanPwC JapanPhone:+81 90 6513 Jrg KringsAutomotive Leader Strategy&Germany Phone:+49 170 Jun Jin Automot

97、ive Leader China PwC China Phone:+86 10 6533 Manuel Diaz Delgado Automotive Leader Spain PwC Spain Phone:+34 649 614 Henning Rennert EMEA Automotive LeaderStrategy&Germany Phone:+49 160 Yongwook JunAutomotive Leader South KoreaPwC South KoreaPhone:+82 2 709 7982yong-Cara Haffey Automotive Leader UK

98、PwC UK Phone:+44 7809 551 Harald Wimmer Global Automotive Leader PwC Germany Phone:+49 170 2024 PwC.All rights reserved.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 for further details.Mentions of Strategy&refer to the globa

99、l team of practical strategists that is integrated within the PwC network of firms.For more about Strategy&,see .No reproduction is permitted in whole or part without written permission of PwC.Disclaimer:This content is for general information purposes only,and should not be used as a substitute for consultation with professional advisors.Thank you