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电动汽车市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

Electric Vehicle Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3个工作天内

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简介目录

电动汽车市场价值 4110.2 亿美元，预计未来五年将达到 13933.3 亿美元，预测期内復合年增长率为 19.19%。

儘管 COVID-19 大流行，全球电动汽车销量在 2020 年仍将显着增长，并在 2021 年继续发展。 随着轻度混合动力电动汽车的全球采用率逐年飙升，电动汽车 (EV) 市场正在经历显着增长。 儘管大流行，亚太地区和欧洲的电动汽车销量也出现了大幅增长，显示出预测期内市场增长强劲的迹象。 例如

主要亮点

  • 2022 年 12 月：Mahindra Auto 宣布，马哈拉施特拉邦政府已根据电动汽车产业促进政策批准了 1000 亿印度卢比（12.1 亿美元）的电动汽车投资。 该集团将通过其子公司投资七到八年时间建立製造工厂，以开发和生产 Mahindra 的下一代 Born 电动汽车。

从长远来看，燃料成本上涨和政府努力提高各地区对电动汽车的认识等因素预计将在预测期内推动电动汽车的使用。 充电站基础设施不断扩大，由于电池和牵引电机的成熟供应链，中国等国家继续引领乘用车和城市公交车市场。 此外，对节油、高性能和低排放汽车的需求不断增加，汽车排放法规的收紧，电池成本的下降以及燃料成本的上升都有助于电动汽车市场的增长。 例如

主要亮点

  • 2022 年 12 月：Exponent Energy 宣布与车主应用程序 Park+ 建立合作伙伴关係，将在 2023 年底前在班加罗尔开始在印度各地安装 1000 个充电站。 合作伙伴将建设的充电站将被命名为“Park+EV Zones powered by Exponent”，并将部署在高需求车辆部署区域和电动汽车使用区域。

电动汽车在世界各国政府中越来越受欢迎。 政府法规逐步淘汰使用化石燃料的车辆、政府支出建设公共电动汽车充电基础设施以及鼓励采用电动汽车的补贴和退税等努力正在推动市场增长。大概有助于其发展。 政府直接在公共充电站或通过补贴家庭和工作场所的私人充电站间接投资于充电基础设施。 许多国家的目标是引入电动汽车，但随着新车进入市场，充电基础设施仍然是一个主要问题。

由于电池技术的各种进步以及 ADAS、AI 和 IoT 等尖端技术的应用，市场正在扩大。 领先的公司正在大力投资，以提供具有最新先进技术的产品，提高 OEM 竞争力，并支持市场扩张。 例如：

主要亮点

  • 2022 年 12 月：马自达北美运营部宣布，将在 2023 年 1 月全球首发之前，在日本发布 2024 CX-90 作为第一款插电式混合动力电动汽车。

主要市场趋势

汽车製造商对电动汽车的大量投资

全球汽车製造商计划到 2030 年在电动汽车和电池方面投资超过 5000 亿美元，帮助购车者摆脱化石燃料并满足日益严格的脱碳目标我们将扩大对电动汽车和电池的投资 汽车製造商计划在未来 5 到 10 年内投入 5150 亿美元用于开发和製造新的电池驱动汽车，以及从内燃机汽车转型。 大众汽车占欧洲投资的一半左右，达 1220 亿美元。 中国汽车製造商投资1245亿美元，约占亚洲总投资的66%。

此外，为了应对日益增长的电动汽车需求，汽车製造商的大量投资预计将在电动汽车市场的发展中发挥关键作用。 原始设备製造商提供各种细分市场的电动汽车，从 Nissan Leaf 等掀背车到 Tesla Model 3 等高端轿车。 例如：

  • 2021 年 11 月，特斯拉宣布计划投资高达 12 亿元人民币（1.8791 亿美元）以扩大其上海工厂的产能。 特斯拉上海工厂的设计年产能高达 50 万辆。 目前，我们每年总共生产 450,000 辆 Model 3 和 Model Y。
  • 2021 年 8 月，丰田发布了全新 BEV 系列“Toyota bZ”，其中包含全系列电动汽车。 该系列的概念首款车型将在上海车展上发布，到 2025 年将向全球推出 15 款纯电动汽车。

此外，随着各国政府对清洁环境越来越敏感，预计在预测期内对零排放车辆的需求将会增加。 美国、德国、英国等发达国家积极推广使用电动汽车减少尾气排放，电动汽车销量有望扩大。

中国在亚太地区增长显着

中国政府鼓励人们使用电动汽车。 该国已经制定了逐步淘汰为当前几代商用车（例如卡车）提供动力的柴油的计划。 政府计划到 2040 年禁止所有柴油和汽油汽车。

中国在全球电动客车市场中扮演着关键角色，预计在预测期内将保持其主导地位。 对公共交通电气化的坚定承诺以及补贴和国家法规的广泛使用是中国在全球电动巴士市场占据高份额的主要因素。 中国政府对电动汽车充满热情。 2021年，中国将新增约290万辆纯电动汽车（BEV）。 中央政府的政策如下。

  • 汽车製造商和进口商的电动汽车配额。
  • 製造补贴。
  • 税收优惠
  • 政府采购
  • 支持建设电动汽车充电站

此外，许多省政府还提供电动汽车牌照等优惠待遇。 这些政策旨在净化中国城市的空气，降低中国的石油进口成本，确保中国在战略产业中的全球领先地位。

此外，慷慨的补贴和严格的监管也在很大程度上推动了增长。 在中国的一些城市，电动汽车被排除在车牌摇号和拍卖之外，但它们仍然在推动电动汽车方面发挥着重要作用。 在一些城市试点成功后，中国政府去年在全国范围内为新能源汽车 (NEV) 引入了绿色牌照。

比亚迪、北汽、奇瑞、上汽等是亚太地区电动汽车市场的主要参与者，并正在重点开发新产品。

  • 2022 年 12 月：这一天，东风汽车（东风汽车）宣布其子公司猛思汽车科技有限公司的整体架构正式封顶。 这标誌着中国首个豪华越野电动汽车品牌进入产品筹备阶段。

然而，电动汽车革命是有代价的。 当今电池中使用的镍、锂和钴的需求量很大。 这些矿物的价格飞涨。 电动汽车的繁荣也将使拥有这些矿物储量的国家受益。 中国已宣布到 2060 年实现碳中和，并垄断了电动汽车电池材料的开采。 为此，到 2035 年，近 90% 的车辆应该是电动的。 然而，它的开采在这片土地上留下了深深的伤痕。 在印度尼西亚的多个岛屿上，他们通过破坏当地环境和当地社区的传统生活方式来改变他们的土地。

其他福利。

  • Excel 格式的市场预测 (ME) 表
  • 3 个月的分析师支持

内容

第1章介绍

  • 调查先决条件
  • 调查范围

第2章研究方法论

第 3 章执行摘要

第4章市场动态

  • 市场驱动因素
  • 市场製约因素
  • 产业吸引力 - 波特五力分析
    • 供应商的议价能力
    • 买方/消费者议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係

第 5 章市场细分

  • 推进类型
    • 纯电动车
    • 插电式混合动力车
    • 燃料电池汽车
    • 混合动力汽车
  • 车辆类型
    • 乘用车
    • 商用车
  • 按地区
    • 北美
      • 美国
      • 加拿大
      • 墨西哥
      • 其他北美地区
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 俄罗斯
      • 西班牙
      • 其他欧洲地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 其他亚太地区
    • 南美洲地区
      • 巴西
      • 阿根廷
      • 其他南美洲
    • 中东和非洲
      • 沙特阿拉伯
      • 南非
      • 其他中东和非洲地区

第6章竞争格局

  • 供应商市场份额
  • 公司简介
    • Tesla Inc
    • Mercedes-Benz Group AG
    • BYD Company Ltd
    • General Motors
    • Toyota Motor Corporation
    • Hyundai Motor Company
    • Honda Motor Company Ltd
    • Nissan Motor Co. Ltd
    • Volkswagen AG
    • Stellantis NV
    • Chery Automobile Co. Ltd
    • Renault Group
    • BMW Group
    • Mitsubishi Motors
    • AB Volvo
    • SAIC Motor Corp. Ltd
    • Rivian Automotive Inc.
    • Arrival Ltd

第7章 市场机会与今后动向

简介目录
Product Code: 65259

The electric vehicle market was valued at USD 411.02 billion and is expected to reach USD 1393.33 billion over the next five years, witnessing a CAGR of 19.19% during the forecast period.

Despite the COVID-19 pandemic, electric vehicle sales worldwide witnessed significant growth in 2020 and continued development in 2021. The electric vehicle (EVs) market is seeing substantial growth due to the swiftly escalating Y-o-Y adoption rate of mild-hybrid electric cars worldwide. Moreover, there was a dramatic rise in electric vehicle sales in Asia-Pacific and Europe despite the pandemic, indicating active market growth signs during the forecast period. For instance,

Key Highlights

  • December 2022: Mahindra Auto announced that their INR 100 billion (USD 1.21 Billion) investment in electric vehicles had been approved by the Maharashtra Government's industrial promotion scheme for electric cars. The group will invest over 7-8 years through its subsidiary to establish a manufacturing facility and develop and produce Mahindra's upcoming Born Electric Vehicles.

Over the long term, factors such as the increasing fuel cost and government initiatives across different geographies to increase awareness about EVs are expected to promote electric vehicle usage over the forecast period. Charging station infrastructure continues to expand, and countries like China continue to lead the passenger vehicle and urban bus markets due to a well-established supply chain for batteries and traction motors. Moreover, increased demand for fuel-efficient, high-performance, and low-emission vehicles, increasingly strict laws and regulations on vehicle emissions lowering battery costs, and rising fuel costs all contribute to the electric vehicle market's growth. For instance,

Key Highlights

  • December 2022: Exponent Energy announced a partnership with Park+, a car-owner app, to establish 1,000 charging stations across India by the end of 2023, beginning in Bengaluru. The charging stations built in collaboration will be branded as "Park+ EV Zones powered by Exponent" and will be deployed in high-demand vehicle deployment and EV usage areas.

Electric mobility is becoming more popular among governments across the world. Government regulations to phase out fossil fuel-powered vehicles, government expenditures to improve public EV charging infrastructure, and initiatives in the form of subsidies and tax refunds to encourage the adoption of EVs are all likely to contribute to market development. Governments are investing in charging infrastructures directly in public charging stations or indirectly by subsidizing private charging stations at homes and workplaces. Many nations are seeking to adopt electric mobility, but as new vehicles join the market, charging infrastructures remain a significant concern.

Due to various advancements in battery technology and the application of cutting-edge technologies, such as ADAS, AI, IoT, and others, the market is expanding. Major corporations are investing much in delivering their products with the most up-to-date leading technologies, improving OEM competition, and supporting market expansion. For instance,

Key Highlights

  • December 2022: Mazda North American Operations announced that the first-ever 2024 CX-90 will be available nationwide as a plug-in hybrid electric vehicle ahead of its world premiere in January 2023.

Key Market Trends

Heavy Investments by Automakers for Electric Vehicles

Global automakers intend to spend more than USD 500 billion on electric vehicles and batteries by 2030, increasing investments aimed at weaning car buyers away from fossil fuels and meeting increasingly stringent decarbonization targets. Carmakers plan to spend USD 515 billion over the next five to ten years on developing and manufacturing new battery-powered vehicles and transitioning away from combustion engines. Volkswagen is responsible for USD 122 billion, nearly half of European investments. Chinese automakers have invested USD 124.5 billion, roughly 66% of Asia's total investments.

Moreover, heavy investments from automakers are expected to cater to the growing demand for EVs and play a significant role in the evolution of the electric vehicle market. OEMs offer electric vehicles in different segments, ranging from hatchbacks such as Nissan Leaf to high-end sedans like Tesla Model 3. For instance:

  • In November 2021, Tesla Inc. announced plans to invest up to CNY 1.2 billion (USD 187.91 million) to expand production capacity at its Shanghai factory. Tesla's Shanghai factory was designed to make up to 500,000 cars a year. Currently, it is producing Model 3 and Model Y vehicles at a rate of 450,000 total units annually.
  • In August 2021, Toyota announced its new BEV series, Toyota bZ, which includes a full line-up of electrified vehicles. A concept-first model version in the series was unveiled at Auto Shanghai, and 15 BEVs are expected to be introduced globally by 2025.

In addition, the growing sensitivity of various governments toward a cleaner environment is expected to increase the demand for zero-emission vehicles during the forecast period. Developed nations such as United States, Germany, and United Kingdom are actively promoting using electric cars to reduce emissions, which is expected to grow electric vehicle sales.

China in Asia-Pacific to Witness Significant Growth

The government of China is encouraging people to adopt electric vehicles. The country already includes plans to phase out diesel fuel, which runs the current commercial vehicle generation, such as trucks. The government is planning to ban diesel and petrol vehicles entirely by 2040.

China is a crucial player in the global electric bus market and is anticipated to sustain its dominance during the forecast period. The keen focus on public transit electrification with prevalent subsidies and national regulations is a significant factor contributing to China's high share in the global electric bus market. The Chinese government is enthusiastic about electric vehicles. In 2021, around 2.9 million new battery electric vehicles (BEV) were sold in China. The central government's policies include:

  • EV quotas for vehicle manufacturers and importers.
  • Manufacturing subsidies.
  • Tax breaks.
  • Government procurement.
  • Assistance with the construction of electric vehicle charging stations.

Many provincial governments also provide preferential access to license plates and other incentives for electric vehicles. These policies aim to clean up the air in China's cities, reduce China's oil import bills, and position China for global leadership in a strategic industry.

Furthermore, generous subsidies and tight regulations drive most of the growth. Electric vehicles are exempt from license-plate lotteries and auctions in some Chinese cities, which still play an instrumental role in promoting EVs. After a successful pilot program in selected cities, the Chinese government introduced green license plates for new energy vehicles (NEVs) across the country last year.

BYD, BAIC, Chery, SAIC, and others are some of the key regional players in the Asia-Pacific electric vehicle market and are focusing on developing new products.

  • December 2022: Dongfeng Motor (DFM) announced that the overall structure of its subsidiary, Mengshi Automobile Technology Co., was officially capped on the day. It signals the beginning of the product preparation stage for China's first luxury off-road electric vehicle brand.

However, the EV revolution comes at its own dirty cost. Nickel, lithium, and cobalt, used in today's batteries, are in high demand. These minerals' prices are skyrocketing. The EV boom promises profits for the countries where these elements are buried. China now dominates mining activities for EV battery materials in these countries and pledged to be carbon neutral by 2060. It requires nearly 90% of its vehicles to be fully electric by 2035 to meet its target. The extraction, however, leaves deep scars on the landscape. Across multiple Indonesian islands, it disrupted local environments and traditional ways of life for local communities, seeing their lands transformed.

Competitive Landscape

The market is moderately consolidated due to the presence of significant players. Major players in the electric vehicle market are Toyota Motor Corporation, Tesla Motors Inc., Volkswagen AG, Honda Motor Company Ltd, General Motors Group, Hyundai Kia Automotive Group, and others.

The key players are collaborating with other players and are investing in new technologies and products to gain significant market share. For instance:

  • In April 2022, General Motors and Honda announced plans to co-develop a series of affordable electric vehicles based on a new global architecture using next-generation Ultium battery technology. The new EV series is expected to go on sale in 2027, starting in North America.
  • In April 2022, Honda signed a joint development agreement in lithium-metal secondary batteries with SES Holdings Pte. Ltd, a US-based EV battery research and development company.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Drivers
  • 4.2 Market Restraints
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Buyers/Consumers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Propulsion Type
    • 5.1.1 Battery Electric Vehicles
    • 5.1.2 Plug-in Hybrid Electric Vehicles
    • 5.1.3 Fuel Cell Electric Vehicles
    • 5.1.4 Hybrid Electric Vehicles
  • 5.2 Vehicle Type
    • 5.2.1 Passenger Cars
    • 5.2.2 Commercial Vehicles
  • 5.3 Geography
    • 5.3.1 North America
      • 5.3.1.1 United States
      • 5.3.1.2 Canada
      • 5.3.1.3 Mexico
      • 5.3.1.4 Rest of North America
    • 5.3.2 Europe
      • 5.3.2.1 Germany
      • 5.3.2.2 United Kingdom
      • 5.3.2.3 France
      • 5.3.2.4 Russia
      • 5.3.2.5 Spain
      • 5.3.2.6 Rest of Europe
    • 5.3.3 Asia-Pacific
      • 5.3.3.1 China
      • 5.3.3.2 India
      • 5.3.3.3 Japan
      • 5.3.3.4 South Korea
      • 5.3.3.5 Rest of Asia-Pacific
    • 5.3.4 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Rest of the South America
    • 5.3.5 Middle-East and Africa
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 South Africa
      • 5.3.5.3 Rest of the Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles*
    • 6.2.1 Tesla Inc
    • 6.2.2 Mercedes-Benz Group AG
    • 6.2.3 BYD Company Ltd
    • 6.2.4 General Motors
    • 6.2.5 Toyota Motor Corporation
    • 6.2.6 Hyundai Motor Company
    • 6.2.7 Honda Motor Company Ltd
    • 6.2.8 Nissan Motor Co. Ltd
    • 6.2.9 Volkswagen AG
    • 6.2.10 Stellantis NV
    • 6.2.11 Chery Automobile Co. Ltd
    • 6.2.12 Renault Group
    • 6.2.13 BMW Group
    • 6.2.14 Mitsubishi Motors
    • 6.2.15 AB Volvo
    • 6.2.16 SAIC Motor Corp. Ltd
    • 6.2.17 Rivian Automotive Inc.
    • 6.2.18 Arrival Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS