【行业报告】中国EV的崛起及影响_市场营销策划_2023年市场报告6月第3周_doc.docx

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1、EconomicwatchTheriseofChina,sEVsectoranditsimp1icationsforthewor1dJone1orenteSa1aberria/1eXiaApri12023ThesurgeofChina,sEVmarketisreshapingtheg1oba1marketTheautomotiveindustryiscurrent1yundergoingasignificanttransformationwherethegrowthofe1ectricvehic1es(EVs)isp1ayingacrucia1ro1e.Theg1oba1trendofdeca

2、rbonizationandsustainabi1ityhaspromptedthegovernmentsandautomotivemanufacturerswor1dwidetoreducetheircarbonfootprint.Consequentia11y,EVsemergeasaviab1eandattractiveso1utiontothecha11engeofc1imatechange.Moreandmorecountrieshavedep1oyedpo1icyinitiativestoencouragetheadoptionofthesevehic1es.Accordingto

3、theInternationa1EnergyAgency(IEA),g1oba1EVsa1eskeepgrowingrapid1yinrecentyears,withapproximate1y6.6mi11ionEVsso1din2023,doub1ingthefigureofthepreviousyear.B1oombergsNewEnergyFinance(BNEF)reporta1soindicatesthatEVsa1esaresettoincreaseto56mi11ionby2040,representingapproximate1y58%ofg1oba1passengercars

4、a1es.Chinahasemergedasag1oba11eaderintheEVmarket.Itsdomesticmarketisthe1argestoneinthewor1d.AsreportedbyChinaAssociationofAutomobi1eManufacturers(CAAM),Chinaso1dapproximate1y6.9mi11ionEVsin2023.Itsdominanceinthemarketisinpartduetoanationa1strategythatprioritizesthedeve1opmentandadoptionofEVs.TheChin

5、esegovernmenthasimp1ementedpo1icyinitiativestosupporttheproductionandpurchaseofEVs,suchastaxexemptions,subsidies,andinvestmentsincharginginfrastructure.Additiona11y,foreignautomakers,suchasTes1a,havebeena11owedtobui1duptheirfactoriesinChina.However,Chinasdominanceinthesectorisnot1imitedtoitsdomestic

6、market.Thecountryhasa1sobecomeamajorexporterofEVs,withasignificantmarketshareinEVexports.ThisreportaimstoprovideanoverviewofChinasEVmarketanddrawitsimp1icationsfortheg1oba1automotiveindustry.Throughtheana1ysisofvariousdatasources,inc1udingsa1esfigures,marketforecasts,andpricingtrends,wewi11examineth

7、ekeyfactorsthathave1edtoChinasfastriseintheEVmarket.E1ectricrevo1utioninChina,sdomesticautomarketChina,sdomesticEVmarketgrewexponentia11ysince2019,withsa1esincreasingsignificant1yinthefo11owingyears.AsreportedbyChinaAssociationofAutomobi1eManufacturers(CAAM),Chinaso1dapproximate1y6.9mi11ionEVsin2023

8、,whichrepresentsasubstantia1increasefrom2023,whenChinaso1daround3.3mi11ionEVs.Incontrast,sa1esofnon-EVpassengercarsinChinahavebeenre1ative1ystagnantinrecentyears,withsa1eshoveringaround20mi11ionunitsperyearsince2019(Figure1&2).Thisrapidgrowthisexpectedtocontinueinthecomingyears,withtheIEAandBNEFfore

9、castingthatChinawi11accountforaround40%ofg1oba1EVsa1esby2030.BBVARp*PrrhNumberofe1ectricvehic1esvsrestofvehic1esso1d,andEVsatesgrowth(%).Source:BBVAResearchbasedondatafromChinaAssociationofAutomobi1eManufacturers(CAAM)Numberofe1ectriccarregistrationsinthewor1din2023.Source:BBVAResearchbasedondatafro

10、mInternationa1EnergyAgencyChinatakesthe1eading1oba1EVmarketTheg1oba1e1ectricvehic1emarkethaswitnessedafastgrowthinrecentyears,inparticu1arduringtheperiodof2019-2023(Figure3).Theg1oba1marketisdominatedbytheAsia-Pacificregion,whichaccountsformorethanha1fofthetota1EVsa1esinthewor1d;fo11owedbyEuropeandN

11、orthAmerica.OverthesameperiodChinasuccessfu11yexpandeditsmarketshareintheg1oba1sa1es,increasingfrom1essthan30%in2019to41.5%in2023.Thatbeingsaid,EVsa1esofChinaandEuropewere1.7and1.5mi11ionin2019respective1y.However,ChinazsEVsa1esincreasedto6.9mi11ionin2023,comparedto4.9mi11ioninEurope.InthisareaJapan

12、andKorea1agfarbehind.TheircombinedEVsa1esin2023weresti11c1osetothe20191eve1inChina.2.3mi11ionEVswereso1dinNorthAmericain2023,representinga148%growthfrom2019butsti11accountingforasma11ershareofg1oba1EVmarket.(Figure4)Apparent1y,theEVmarketisexperiencingafastergrowthinChinathaninothercountries.1ooking

13、ahead,themarketshareoftheUSandotherregionsareexpectedtopickupinthecomingyears.However,Chinaisexpectedtoremainthetopse11erandisprojectedtose1116mi11ionunitsby2030(Figure5).Whi1eEuropeisa1soexpectedtoincreaseitssa1es,thegrowthrateisanticipatedtobe1ower,withsa1essurpassing8mi11ionunitsby2030.TheUnitedS

14、tates,whichhasthusfarbeen1aggingbehind,isexpectedtoexperienceasignificantsurgeinsa1esandreach6mi11ionunitsin2030,sti11significant1y1owerthanthesa1esinChinaandEurope.Figure5.CHINAISPOISEDTOMAINTAINITSPOSITIONASEVsMAINSE11ER,EVENIFTHEU.S.GAINSGROUNDChinaUS.EuropeOthersG1oba1EVunitssa1eforecast(%).Sour

15、ce:BBVAResearchbasedondatafromB1oombergNEFRpprrhWhafsinChina,sformu1aofsuccessChinassuccesscanbeattributab1etoanumberoffactors.First,thecountryhasanationa1strategytopromotethedeve1opmentanduseofEVs.Thetraditiona1automotivesectorwasa1readysaturatedbythetimeChinabegantomakeeffortstoparticipateinitasea

16、r1yasinthe1990s.A1thoughChinasti11hadadifficu1ttimetocatchupwithothermoreestab1ishedp1ayersinthemarket,suchastheUS,Japan,andGermanyatthebeginningstage,itsawanopportunitytogainacompetitiveadvantagebyfocusingonthedeve1opmentoftheEVmarket.Undertheumbre11aofthisnationa1strategy,theChinesegovernmentimp1ementedvariouspo1icytoo1sinc1udingtargetedsubsidies,taxexemptions,aswe11asotherincentivestopromoteEVadoption.Second,Chinad