思略特+2023年第二季度电动汽车销售回顾-29页.pdf

Electric Vehicle Sales Review Q2 2023 Foresight to drive the industry August 2023 Strategy 2 Electrek, 15 June 2023; 3 Topelectricsuv.com, 5 July 2023; 4 ArenaEV, 3 July 2023; 5 yahoo!finance, 14 June 2023; 6 Electrive, 22 June 2023; 7 Reuters, 27 June 2023; 8 Clean Energy Wire, 17 May 2023; 9 CleanTechnica, 2 February 2023; 10 CNBC, 15 June 2023; 11 Car and Driver, 7 July 2023 Strategy 2 Reuters, 21 June 2023; 3 Reuters, 19 April 2023; 4 Carscoops, 28 April 2023; 5 Reuters, 23 June 2023; 6 Reuters, 23 June 2023; 7 Electrive, 17 February 2023; 8 NewsDirect, 12 April 2023; 9 Interesting Engineering, 24 May 2023; 10 CleanTechnica, 9 February 2023; 11 pv magazine, 24 April 2023; 12 pv magazine, 12 April 2023 Strategy exchange rate RMB-EUR as of 20.07.2023: ¥1 ≈ €0.125 BEV price differences in Germany vs. China Category % Price Difference Germany vs. China 1 2 3 +15% to +95% Average: +40% to +45% +30% to +60% Average: +40% to +45% -10% to +10% Average: +0% to +5% • Chinese BEVs exported to Germany are ~40%- 45% more expensive in Germany compared to the local market • BEVs produced and sold in Germany are ~40%-45% more expensive than the equivalent BEV models produced and sold in China • German BEVs are on average similarly priced or slightly more expensive in Germany than the same imported models in China • Reasons for higher prices in Germany include more stringent approval procedures and broadly higher costs 2. Analyst insights Strategy hybrid sales based on CPCA wholesale data; **Partially estimated 25 Electric vehicle sales data Australia, Brazil, China, India, Indonesia, Japan 8. Electric vehicle sales data YTD 2023 Market Share YTD 2022 YoY YTD Q2 23 QoY Q2 23 Jun 23 MoY Jun 23 May 23 MoY May 23 Apr 23 MoY Apr 23 BEV 43,092 7.4% 9,680 345.2% 25,696 777.6% 11,042 871.2% 8,124 778.3% 6,530 654.0% PHEV 3,532 0.6% 2,941 20.1% 2,071 9.3% 735 28.9% 791 13.6% 545 -13.2% Hybrid 38,311 6.6% 41,060 -6.7% 22,212 8.5% 9,020 40.8% 7,600 -2.5% 5,592 -10.9% Australia Total EV 84,935 14.6% 53,681 58.2% 49,979 97.5% 20,797 156.3% 16,515 75.4% 12,667 63.0% BEV 3,777 0.4% 3,397 11.2% 1,797 -14.7% 618 -43.3% 615 10.6% 564 22.3% PHEV 11,475 1.2% 3,751 205.9% 6,213 190.9% 2,365 210.0% 2,592 250.7% 1,256 98.1% Hybrid 16,987 1.8% 13,279 27.9% 9,443 48.9% 3,242 46.0% 3,228 54.3% 2,973 46.6% Brazil Total EV 32,239 3.4% 20,427 57.8% 17,453 64.9% 6,225 52.8% 6,435 90.0% 4,793 53.5% BEV 2,719,000 20.5% 2,054,000 32.4% 1,567,000 48.7% 573,000 20.4% 523,000 50.7% 471,000 103.9% PHEV 1,025,000 7.7% 536,959 90.9% 591,600 105.2% 232,000 92.9% 194,300 94.2% 165,300 143.0% Hybrid 360,768 2.7% 384,406 -6.1% 196,589 5.2% 71,830 -21.3% 62,373 7.5% 62,386 65.9% China* Total EV 4,104,768 31.0% 2,975,365 38.0% 2,355,189 54.0% 876,830 27.5% 779,673 54.4% 698,686 107.6% BEV 39,256 1.5% 16,426 139.0% 22,129 157.5% 8,018 144.5% 7,859 161.5% 6,252 170.8% PHEV 106 0.0% 12 783.3% 98 1860.0% 57 0.0% 24 1100.0% 17 466.7% Hybrid 180,291 6.8% 63,081 185.8% 80,343 130.5% 26,152 111.8% 26,184 70.4% 28,007 292.6% India** Total EV 219,653 8.3% 79,519 176.2% 102,570 136.1% 34,227 119.0% 34,067 85.4% 34,276 262.9% BEV 5,853 1.5% 495 1082.4% 4,053 840.4% 1,208 815.2% 1,560 680.0% 1,285 1198.0% PHEV 19 0.0% 10 90.0% 18 0.0% 9 0.0% 7 0.0% 2 0.0% Hybrid 17,287 4.5% 1,233 1302.0% 10,869 1751.6% 4,718 2136.0% 3,283 1776.0% 2,868 1326.9% Indonesia Total EV 23,159 6.0% 1,738 1232.5% 14,940 1367.6% 5,935 1630.3% 4,850 1193.3% 4,155 1285.0% BEV 22,857 1.7% 14,752 54.9% 10,699 63.1% 4,110 21.6% 3,280 108.7% 3,309 105.5% PHEV 25,163 1.8% 18,864 33.4% 12,698 48.9% 5,171 56.4% 3,569 20.9% 3,958 74.4% Hybrid 738,222 53.9% 522,948 41.2% 325,676 51.9% 126,141 60.7% 98,434 51.0% 101,101 42.8% Japan Total EV 786,242 57.4% 556,564 41.3% 349,073 52.1% 135,422 59.0% 105,283 51.0% 108,368 45.1% Strategy& Legend MoY = Month-on-Year QoY = Quarter-on-Year YoY = Year-on-Year YTD = Year-to-Date Source: PwC Autofacts Analysis, KBA, SMMT, PFA, ANFIA, ANFAC, SCB, OFV, RAI, auto-schweiz, Statistik Austria, CAAM, CPCA, JADA, ODMD, MoRTH, ABVE, FCAI, GAIKINDO, PZPM 26 Electric vehicle sales data Poland, South Korea, Turkey, USA, Analyzed Markets 8. Electric vehicle sales data YTD 2023 Market Share YTD 2022 YoY YTD Q2 23 QoY Q2 23 Jun 23 MoY Jun 23 May 23 MoY May 23 Apr 23 MoY Apr 23 BEV 8,500 3.6% 4,800 77.1% 4,400 76.0% 1,800 80.0% 1,400 75.0% 1,200 71.4% PHEV 6,700 2.8% 5,300 26.4% 3,600 33.3% 1,300 44.4% 1,200 20.0% 1,100 37.5% Hybrid 86,800 36.4% 72,100 20.4% 40,400 5.5% 14,800 10.4% 13,600 6.2% 12,000 -0.8% Poland Total EV 102,000 42.7% 82,200 24.1% 48,400 11.3% 17,900 17.0% 16,200 11.0% 14,300 5.1% BEV 78,502 8.8% 65,772 19.4% 42,636 9.2% 14,753 21.2% 13,544 -5.9% 14,339 15.0% PHEV 5,731 0.6% 7,187 -20.3% 3,778 24.0% 1,505 55.2% 1,311 47.1% 962 -18.8% Hybrid 175,929 19.7% 129,585 35.8% 96,634 29.6% 35,318 38.8% 32,010 30.9% 29,306 18.8% South Korea Total EV 260,162 29.1% 202,544 28.4% 143,048 22.6% 51,576 33.7% 46,865 17.9% 44,607 16.4% BEV 9,981 2.3% 2,263 341.1% 6,215 422.3% 2,502 401.4% 2,095 457.2% 1,618 413.7% PHEV 990 0.2% 294 236.7% 669 215.6% 305 272.0% 208 136.4% 156 271.4% Hybrid 42,650 9.9% 29,291 45.6% 24,097 33.7% 7,987 38.8% 7,609 19.3% 8,501 44.2% Turkey Total EV 53,621 12.5% 31,848 68.4% 30,981 59.4% 10,794 70.3% 9,912 44.9% 10,275 64.3% BEV 534,643 7.0% 322,903 65.6% 287,173 66.6% 100,252 69.7% 94,290 63.1% 92,631 67.1% PHEV 122,439 1.6% 94,590 29.4% 70,783 50.7% 22,596 49.4% 24,832 57.1% 23,355 45.5% Hybrid 525,746 6.9% 419,312 25.4% 306,039 43.0% 101,679 55.2% 103,832 41.0% 100,528 34.2% USA Total EV 1,182,828 15.4% 836,804 41.4% 663,995 53.2% 224,527 60.7% 222,954 51.4% 216,514 47.9% BEV 4,256,310 12.7% 3,070,249 38.6% 2,400,532 52.1% 896,785 31.9% 799,505 54.2% 704,242 85.3% PHEV 1,571,212 4.7% 1,059,336 48.3% 884,393 60.5% 342,987 61.5% 291,326 54.0% 250,080 67.4% Hybrid 3,586,686 10.7% 2,761,985 29.9% 1,823,672 33.9% 668,940 32.6% 596,974 32.7% 557,758 36.8% Analyzed Markets Total EV 9,414,208 28.0% 6,891,569 36.6% 5,108,597 46.3% 1,908,712 36.7% 1,687,805 45.8% 1,512,080 61.4% Strategy& Jörn Neuhausen Director, Strategy& Germany Phone: +49 172 2511143 joern.neuhausen @strategyand.de.pwc.com Annabelle Kliesing Senior Manager Communications and Thought Leadership, Strategy& Germany Phone: +49 171 1686382 annabelle.kliesing@pwc.com 27 9. Contacts Authors and PR contact Steven van Arsdale Manager, PwC Autofacts®, PwC Germany Phone: +49 15165231099 steven.james.van.arsdale@pwc.com Felix Kuhnert Partner, Automotive Industry Leader, PwC Germany Phone: +49 160 90169893 felix.kuhnert@pwc.com Strategy& 28 9. Contacts Automotive contacts Harald Wimmer Global Automotive Leader PwC Germany Phone: +49 221 2084240 harald.wimmer@pwc.com Jun Jin Automotive Leader China PwC China Phone: +86 10 6533 2977 jun.jin@cn.pwc.com Jörg Krings Automotive Leader Strategy& Strategy& Germany Phone: +49 89 54525574 joerg.krings@pwc.com Marcus Hoffmann Automotive Practice Co-Lead Strategy& Germany Phone: +49 89 54525690 marcus.hoffmann@pwc.com Eiichi Yamanaka Automotive Leader Japan PwC Japan Phone: +81 90 6513 6238 eiichi.yamanaka@pwc.com Dong-Kyu Cho Automotive Leader South Korea PwC South Korea Phone: +82 2 709 0971 dong-kyu.cho@pwc.com Akshay Singh Automotive Advisory Partner Strategy& USA Phone: +1 440 382 8477 akshay.singh@pwc.com Jose Baghdad Automotive Leader France & Maghreb PwC France & Maghreb Phone: +33 1 56578403 jose.baghdad@pwc.com Brian Decker Automotive Leader USA PwC USA Phone: +1 313 510 7534 brian.d.decker@pwc.com Manuel Diaz Delgado Automotive Leader Spain PwC Spain Phone: +34 915 685 019 manuel.diaz.delgado@pwc.com Cara Haffey Automotive Leader UK PwC UK Phone: +44 7809 551517 cara.haffey@pwc.com Francesco Papi Automotive Leader Italy Strategy& Italy Phone: +39 6 6920 7348 francesco.papi@pwc.com strategyand.pwc.com © 2023 PwC. 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