1、Electric Vehicle Sales Review Q3 2022Foresight to drive the industryOctober 2022Strategy&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 organization

2、s by 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 156 countries with over 295,000 people who are committed to delivering quality in assurance,advisory and tax services.Find out more and t

3、ell 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 2Strategy&China tightens its grip on global BEV market0.Executive summary 3Almost three in four BEVs sold in all analyzed

4、 markets in Q3 2022 were sold in China73%Number of BEVs sold in China in Q3 2022 as a proportion of BEVs sold in all analyzed marketsGlobal BEV sales reached the two million mark for the first time in the thirdquarter of 2022,growing by 75%compared to the corresponding period lastyear.Much of that i

5、ncrease can be attributed to China,where the BEV marketcontinued to expand at breakneck speed.More than 1.5 million BEVs weresold there in Q3 2022,representing a 94%increase vs.Q3 2021.Constant rapid growth in such a huge market has inevitably cemented ChinasBEV standing on the global stage.In the y

6、ear 2020,just over one half of thetotal number of BEVs sold in all analyzed markets were sold in China.In Q32022,that figure had risen to 73%.Flushed with this success and furnishedwith all the BEV expertise they have developed at home,Chinese OEMs arenow seeking to consolidate their foothold in Eur

7、ope.Compared to theirprevious market entries in the past decade,the playing field has now beensignificantly leveled.After taking some time to spark into life,the BEV market in the United Statescontinues to gather momentum.Indeed,it was the only country that couldboast higher BEV growth than China in

8、 Q3 2022,registering an increase of100%vs.Q3 2021.Furthermore,with the recently signed US InflationReduction Act,there is significant upside potential in 2023 for the OEMs withlocal production.With OEMs and consumers now increasingly focused on BEVs,the PHEVmarket has been suffering the consequences

9、.While BEV sales grew in allanalyzed markets vs.Q3 2021 with the exception of Italy and Norway,PHEVsales declined in all European markets analyzed,and in USA and South Koreatoo.Again showing its dominant position in the global marketplace,however,China bucked this trend to a remarkable degree.PHEV s

10、ales in Chinaincreased by 167%vs.Q3 2021 to 448,000,amounting to almost two in threePHEVs sold in all analyzed markets in Q3 2022.Strategy&41.News and highlights BEV manufacturers turn their attention to eLCV market and fleet dealsRange of eLCVs in the pipelineIn a further sign that BEVs have entere

11、d the marketmainstream,several traditional European OEMs andnew players have revealed upcoming electric lightcommercial vehicles,eLCVs,a category that includessmall to large-sized vans and pickup trucks.Ford is to launch the electric version of the dieselTransit Custom,the best-selling European van.

12、TheFord E-Transit Custom,which will go on sale in late2023,will have a WLTP range of around 380 km witha 74 kWh battery.As Ford aims to phase out its saleof diesel vans in Europe by 2035,it will need topersuade its customers to embrace the electricmodel in order to retain its pre-eminent position in

13、 theregional LCV market.1Maxus,a wholly owned subsidiary of the Chinesemanufacturer SAIC,has unveiled two new eLCVs.The new Mifa 9 van and the T90 EV pickup arescheduled for delivery in the UK in the first quarter of2023 and will be subsequently offered in otherEuropean markets.This will be the firs

14、t BEV pickupoffered in Europe.The T90 EV pickup is the electricversion of the T90 that is available in China.2Meanwhile,Renault has revealed its new Trafic E-Tech,an electric version of the companys medium-sized van.The WLTP range is around 240 km with a52 kWh battery.It becomes the latest model in

15、thebrands van range to be accorded with an electricversion,following the Kangoo E-Tech and the MasterE-Tech.3eLCV developer BrightDrop,a subsidiary of GeneralMotors,is expanding its range of eLCVs and cartswith the launch of the Trace Grocery.The electric cartis the companys first product that has b

16、een designedfor online grocery and retail order fulfillment.4Fleet deals secure BEV sales volumeA number of OEMs have recently announced large-scale BEV fleet orders,in this way securing futuresales volumes and recouping some of their hugeinvestment in BEV manufacture and development.Sources1 Financ

17、ial Times,8 September 20223 Parkers,20 September 20225 WARDS AutoWorld,22 September 20227 Yahoo,7 October 20222Electrive,30 May 20224InsideEVs,21 September 20226 InsideEVs,5 October 2022For example,General Motors will provide Hertz with175,000Chevrolet,Buick,GMC,CadillacandBrightDrop BEVs over the n

18、ext five years in NorthAmerica,the largest single purchase by any fleetcustomer to date.5In a similar development,Chinas BEV manufacturerBYD has signed a European long-term agreement tosell approximately 100,000 BEVs to German carrental company Sixt in the period up to 2028.6Meanwhile,Uber has forme

19、d a partnership withFree2Move,a Stellantis company,to convert 50%ofits vehicle fleet in France to BEVs.The agreement issetto open up an important new channel forStellantis to increase sales of its BEVs.7Beyond the immediate financial gain,OEMs believethat these deals will help to build long-term suc

20、cessby boosting brand recognition and allowing manymore people to drive a BEV.A positive experience ina rental car,for example,will increase the likelihoodthat a consumer will decide to purchase a BEV fromthat OEM and recommend one to others.Strategy&Sources1 Reuters,26 September 20223 Aljazeera,7 S

21、eptember 2022 5 InsideEVs,9 September 20227 Technode,7 May 2022 9 PCQuest,12 September 202211 Autoevolution,4 October 2022 2 CNBC,29 August 20224Techcrunch,23 September 2022 6 Reuters,13 October 20228 Electrive,20 September 2022 10 The Criven,7 September 202212 Elektrek,12 July 202251.News and highl

22、ights Transformation and energy costs grapple BEV manufacturersrecycler Lithion Recycling to produce new batteriesfrom recovered battery materials.4Otherrecentlyformedpartnershipsinvolvethemanufacture of BEVs themselves.Mercedes-BenzVans and Rivian have formed a European jointventure to produce besp

23、oke large eLCVs for bothcompanies.5Moreover,Sony Honda Mobility,a BEVproduction partnership between Honda and techcompany Sony,aim to deliver its first vehicles by2026.6OEMs reassess charging dealsMeanwhile,recordenergycostsareforcingcompanies to reassess any charging deals they offerto customers.Ch

24、inese OEM Xpeng has ended itslifetime free charging for new buyers across itsinfrastructure network.7Tesla has responded tosoaring energy costs by significantly increasing thepriceofusingitsSuperchargernetwork.Forexample,Supercharger rates in Germany jumped92%from August 2021 to September 2022.8Ener

25、gy costs present opportunity for solar carsGiven high energy prices,there has never been amore auspicious time for solar cars to capture theconsumer imagination.Sono Motors,a German start-up,has unveiled itssolar-powered BEV,the Sono Sion.The family carhas an outer shell made of 456 solar cells that

26、constantly charge the car in sunny conditions.Thecompany says it will still require traditional batterycharging,but that the solar power charging will besufficient for most urban commutes.9Dutch start-up Lightyear is getting ready to deliverwhat it calls the“worlds first production-ready solarcar”.T

27、he company estimates that the solar cells onthe Lightyear 0 can add up to 70 km per day to thecars625-kmrangefromtraditionalbatterycharging.10Aptera,a US start-up,has moved a step nearer tostarting production on its three-wheeler solar BEV byannouncingthatSingapore-basedMaxeontechnologies will suppl

28、y its solar cells.11A Chineseteam has gone one step further by creating a solarvehicle,the Tianjin,that runs entirely on energy fromthe sun.12Partnerships limit financial exposureOEMs and suppliers are bearing huge transformationcosts as they move away from internal combustionengines,ICEs,and embrac

29、e an electrified future.One way to keep these costs under control has beentoenterintopartnerships.Indeed,severalpartnerships set to involve the manufacture andprocurementofbatterieshaverecentlybeenannounced.Volkswagen has formed a US$2.9 billion batterypartsjointventurewithBelgianmaterialsfirmUmicor

30、etofocusoncathodeproductionandrecycling metals from battery materials.1Hondahasrecentlyenteredintotwosuchpartnerships.The company is joining forces withKorean battery company LG Energy Solution to builda new US$4.4 billion lithium-ion battery plant forBEVs in the United States.2Meanwhile,its Chinese

31、unit will establish a joint venture with Dongfeng MotorGroup and Guangzhou Automobile Group to procurebatteries for BEVs,as well as strengthening itsexisting partnership with battery maker CATL toensure a stable battery supply.3General Motors is partnering with Canadian batteryStrategy&75%Increase i

32、n BEV sales in all analyzed markets in Q3 2022 vs Q3 202162.Analyst insights Chinese OEMs step up their European gameThe European market entry strategy of ChineseOEMs has so far involved a range of retail conceptsthat aim to attract new customers.These new retailand service concepts tend to also be

33、less costintensive with greater control.NIO,for example,which has pioneered battery swapping in China,plans to open 120 swapping stations in Europe by2023.1The latest PwC Autofacts forecast suggests that by2030,the Chinese newcomers will have capturedbetween 3.8%and 7.9%of European BEV marketshare.T

34、he eventual figure will depend to a largeextentonhowtheseOEMsareperceivedbyconsumers.Indeed,thesubstantialinvestmentnecessary to make inroads in Europe will not comewithout risks.Chinese brands are still relativelyunknown in Europe,and have much work to do tobuild a strong BEV reputation,particularl

35、y when itcomes to premium models.One thing is certain,based on the current importregulations,we will see China grow as a BEV exporthub.More European OEMs are expected to sourceBEVs from China.Therefore,between EuropeanOEMs and Chinese newcomers we anticipate asteep increase over the coming years in

36、the numberof BEVs sold in Europe but manufactured in China.HavingachievedrapidgrowthintheChinesedomesticBEVmarketanddevelopedstrongexpertise in the field,a significant number of ChineseOEMs are now seeking to enter the Europeanmarket.Thetimingoftheirmoveappearsopportune.European OEMs have been strug

37、gling with supplyissues,while there is a relative dearth of affordable,entry-level BEVs on the market,a category in whichseveral Chinese OEMs specialize.Moreover,as theconsumer market undergoes its large-scale transitionfrom ICE vehicles to BEVs,past loyalties to particularbrands are being weakened.

38、The potential prize of success in the Europeanmarket is of course substantial.The PwC AutomotiveIndustry Outlook forecasts that around 12 millionBEVs will be sold in Europe in 2030,representingalmost two in three of all vehicles sold in the region.ScenarioBEV market shareBase5.1%Upside7.9%Downside3.

39、8%Chinese BEV share in EU27+UK+EFTA in 2030*Base Some large fleet deals Pricing in line with direct competitors General customer acceptance,but below established competitors Overall BEV regulatory assumptions for Europe and Fit for 55 ICE ban in 2035UpsideDownside More large fleet deals Faster BEV a

40、doption Aggressive pricing Higher customer acceptance More difficulty with customer awareness and/or acceptance Some possible EU restrictions on foreign production Scenario assumptions:Sources1 Batteries News,10 October 2022*PwC Autofacts AnalysisStrategy&Top BEV models so far in 20222.Analyst insig

41、hts7Domestic brands are best sellers in respective marketsEuropean Top 4ModelSales Jan-Sep 22Fiat 500 electric35,850Tesla Model Y32,313Tesla Model 329,553Dacia Spring23,513Peugeot 208 EV21,580Renault ZOE19,953Renault Twingo EV18,346Hyundai Kona Electric17,383Volkswagen ID.4,ID.515,340Volkswagen ID.3

42、14,168USA*ModelSales Jan-Aug 22Tesla Model Y134,978Tesla Model 3123,634Ford Mustang Mach-E25,596Tesla Model S20,032Tesla Model X19,739Hyundai Ioniq 516,929Kia EV615,612Chevrolet Bolt EV/EUV11,788Volkswagen ID.49,127Nissan LEAF8,740ChinaModelSales Jan-Sep 22Wuling Hongguang Mini297,063Tesla Model Y21

43、9,112BYD Dolphin126,909BYD Yuan Plus105,736BYD Han EV104,551Tesla Model 399,039BYD Qin Plus EV84,305Aion Y82,099Chery QQ Ice Cream80,744Li Xiang One76,80445678910Source:PwC Autofacts Analysis,KBA,AAA Data,DGT,UNRAE,CPCA,BYD,InsideEVs*Registration data used as a proxy of sales,non-exhaustive list bas

44、ed on available informationStrategy&8New BEV launches drive market growth3.Electric vehicle sales dataQ1 2022Q2 2022Q3 2022Q4 2022HyundaiIoniq 6ToyotabZ4XMercedes-BenzEQE SUVArrivalVanNissanSakuraAiwaysU6CadillacLyriqSmart#1BYDYuan PlusFiskerOceanLotus EletreFordF-150 LightningNIOET5BMWi7WulingAir E

45、VAitoWenjie M7Source:S&P Global Mobility Start of Production Forecast(September 2022)Strategy&874.81,306.002004006008001.0001.2001.400September 21September 22September 21 vs.September 22(in 000 units)Electric Vehicles(EVs*)9EV sales continue to growKey Markets3.Electric vehicle sales dataWE 5+5China

46、USA49%6,214.49,034.101.0002.0003.0004.0005.0006.0007.0008.0009.00010.000YTD September 21YTD September 22YTD September 21 vs.YTD September 22(in 000 units)45%*EV=Battery Electric+Plug-in Hybrids+Full HybridsStrategy&456.4749.000500600700800September 21September 22September 21 vs.September

47、22(in 000 units)Battery Electric Vehicles(BEVs)10BEVs are gaining traction in the USKey Markets3.Electric vehicle sales dataWE 5+5ChinaUSA64%2,778.34,969.001.0002.0003.0004.0005.0006.000YTD September 21YTD September 22YTD September 21 vs.YTD September 22(in 000 units)79%Strategy&11WesternEurope 5+54

48、.Western Europe Top 5 and other European marketsWE 5+52022 Q3Comparison to 2021 Q3BEV312,000+13%PHEV178,000-10%Hybrid523,000+8%Total1,013,000+6%European Top 5:France,Germany,Italy,Spain,and UKDespite continuing supply issues and a gloomy economic outlook,BEV sales in the top 5 European markets grew

49、by 18%in the third quarter of 2022 in comparison with the corresponding period in 2021.France registered the highest BEV growth in this period,up by 38%in Q3 2022 vs.Q3 2021.BEV market share in France has doubled in less than two years,up from 7%in the year 2020 to 14%in Q3 2022.Germany and the UK n

50、ow have a virtually identical BEV market share for YTD 2022,at just under 15%.In terms of BEV units sold,however,Germany is by some distance the largest market in Europe.Germany registered 105,000 BEV sales in Q3 2022,almost reaching the total of UK and France combined.Italy and Spain continue to la

51、g significantly behind,with combined BEV sales of only 19,000 in Q3 2022,and BEV market shares of around 4%for the year to date.In stark contrast to the global trend,BEV Q3 sales in Italy actually fell by 35%compared to the same period last year.Other European markets:(+5)In the other European marke

52、ts analyzed,Sweden and the Netherlands recorded the largest increases in BEV sales,up by 25%and 20%respectively in Q3 2022 vs.Q3 2021.Norways BEV sales actually fell by 21%in the same period.With BEV market share already standing at 78%for the year to date,by far the highest in the world,there are p

53、robably few customers left to attract.Focus Market:TurkeyBEV sales in Turkey during Q1-Q3 2022 increased by 160%YoY to 4,056 units.PHEV sales during the same period increased by 14%YoY,to 537 units.Hybrid sales increased moderately by 3%YoY,however,it remains the most popular type of powertrain in T

54、urkey,accounting for 7%of market share year to date.BEVs and PHEVs together only account for less than 1%of total sales.Strategy&USA2022 Q3Comparison to 2021 Q3BEV187,000+100%PHEV41,000-12%Hybrid192,000-6%Total419,000*+22%12United States4.United StatesUSAUS BEV sales doubled in the third quarter of

55、2022 compared with thesame period last year,continuing the markets rapid recent rise.BEVmarket share has more than trebled in less than two years,up from1.6%for the year 2020 to 5%for the year 2022 to date.On the otherhand,the PHEV and hybrid markets appear to be slowing,with bothregistering decline

56、s in sales in Q3 2022 vs.Q3 2021.Indeed,it seemsthat BEV sales will soon overtake hybrid sales in the US.The newly introduced Inflation Reduction Act,signed into law in August2022,is set to add further impetus to the market.The new incentivepromises tax credits of up to$7,500 for EVs assembled in No

57、rthAmerica.The credit will comprise two halves US$3,750 credit formeeting the stated requirements on critical minerals,and a furthercreditofUS$3,750forsatisfyingtherequirementsonbatterycomponents.Other foreign governments are seeking to persuade theUS to accord the same tax breaks for EVs assembled

58、elsewhere in theworld.*Numbers may not add up due to roundingStrategy&China*2022 Q3Comparison to 2021 Q3BEV1,517,000+94%PHEV448,000+167%Hybrid53,000+11%Total2,018,000+102%13China and other countries in Asia4.China and other countries in Asia*Partially estimatedChinaChina registered more than 1.5 mil

59、lion BEV sales in Q3 2022,almost double the amount in the same period in 2021.PHEV sales grew at an even faster rate,increasing by 167%in Q3 2022 vs.Q3 2021.Total EV sales in Q3 2022 thereby surpassed the two million mark for the first time.BEV market share for the year to date stands at 18%,up from

60、 just 4%in the year 2020.Japan Japans EV market relies almost exclusively on the sale of hybrids.There were around 7,500 BEV sales in Q3 2022,a mere fraction of the 270,000 hybrid sales.Hybrid market share stands at 48%for the year to date,dwarfing BEV market share of just 1%.South KoreaBEV sales in

61、 South Korea increased by 71%in Q3 2022 from the equivalent period in 2021,continuing its rapid recent growth.BEV market share for the year to date stands at 11%,compared to just 2%for the year 2020.Strategy&EV registrations YTD Sep 2022WE 5+5Total registrations6,632,150EV registrations3,063,854of w

62、hich BEV887,772of which PHEV568,366of which Hybrid1,607,716USATotal registrations10,118,499EV registrations1,256,249of which BEV510,225of which PHEV135,151of which Hybrid610,874ChinaTotal registrations19,460,000EV registrations4,713,947of which BEV3,571,000of which PHEV984,559of which Hybrid158,388I

63、CEBEVPHEVHybrid14Shares of EV registrations5.Rankings87,6%5,0%1,3%6,0%53,8%13,4%8,6%24,2%75,8%18,4%5,1%0,8%Strategy&Western+Central EuropeChinaNAFTAAsia-Pacific(w/o China)RoWSource:Assembly Forecast by S&P Global Mobility,September 2022 Release15Electrified vehicle assembly forecast by region6.Elect

64、ric vehicle assembly forecast8.229.006022F2027F21.759.000702022F2027F171%2.85.6024682022F2027F101%10.724.405022F2027F1243EV Assembly by Region2022F vs.2027F(in million units)BEV Vehicle Assembly2022F vs.2027F(in million units)Full and Mild Hybrid Vehicle Assembly2022

65、F vs.2027F(in million units)Plug-in Hybrid Vehicle Assembly2022F vs.2027F(in million units)128%252%Strategy&16Electric vehicle assembly forecast6.Electric vehicle assembly forecast5-20%0%20%40%60%80%100%120%140%007020022F2023F2024F2025F2026F2027FBEVPHEVHybridBEV GrowthPHEV Grow

66、thHybrid GrowthGlobal EV assembly by powertrain type2019 2027F(in million units,percent)Source:Assembly Forecast by S&P Global Mobility,September 2022 ReleaseStrategy&BrandModelLaunchQuarterAiwaysU62022Q4BeijingEX72022Q4China MotorLight Truck2022Q4CitroenC4 X2022Q4DenzaD-SUV2022Q4FiskerOcean2022Q4Li

67、 XiangL82022Q4LivanRL72022Q4LivanRL92022Q4LotusEletre2022Q4Mercedes-Benz EQE SUV2022Q4PolestarPolestar 32022Q4ToyotabZ32022Q4WMM72022Q4Zeekr0092022Q417Overview:BEV modellaunches2022(not exhaustive)7.Electric vehicle model launchesSource:S&P Global Mobility Start of Production Forecast(September 2022

68、)Strategy&18Overview:BEV modellaunches20232026(not exhaustive)7.Electric vehicle model launchesBrandModelLaunchAudiA6 e-tron2024BMWi52023BMWiX52026BrightDropZevo 4002023BuickEnvision EV2026CadillacEscalade IQ2026ChevroletBlazer EV2023ChryslerAirflow2025HongqieHS52023HyundaiIoniq 32026JeepRecon2024Je

69、epWagoneer S2024KiaEV32025LucidGravity2024Mercedes-Benz EQG2024Source:S&P Global Mobility Start of Production Forecast(September 2022)Strategy&BrandModelLaunchNissanMicra2025NissanPathfinder EV2026OpelCrossland2024PolestarPolestar 42023Porsche7182025Renault52024TeslaC-CUV EV2026Tesla Cybertruck2023T

70、oyotabZ1X2023VolkswagenID.12026Volkswagen ID.72023VolkswagenTrinity2026VolvoD-CUV EV2025WulingSunshine2026XpengD-SUV202519Overview:BEV modellaunches20232026(not exhaustive)7.Electric vehicle model launchesSource:S&P Global Mobility Start of Production Forecast(September 2022)Strategy&LegendMoY=Month

71、-on-Year QoY=Quarter-on-Year YoY=Year-on-YearYTD=Year-to-DateSource:PwC Autofacts Analysis,KBA,SMMT,PFA,ANFIA,ANFAC,SCB,OFV,RAI,auto-schweiz,Statistik Austria,CAAM,JADA20Electric vehiclesales dataGermany,UK,France,Italy,Spain,WE-58.Electric vehicle sales dataYTD 2022MarketShareYTD 2021YoY YTD22 Q3Qo

72、Y22 Q3Sep 22MoYSep 22Aug22MoYAug 22Jul22MoYJul 22BEV272,47314.6%236,69515.1%105,21019.6%44,38931.9%32,00610.9%28,81513.2%PHEV215,64711.5%241,064-10.5%76,767-0.9%28,33624.1%24,7190.9%23,712-21.4%Hybrid 344,70318.5%334,0083.2%111,463-1.5%40,0977.4%35,116-3.1%36,250-8.6%GermanyTotal EV832,82344.6%811,7

73、672.6%293,4405.3%112,82220.3%91,8412.5%88,777-6.8%BEV175,61414.5%125,14140.3%60,36517.8%38,11616.5%10,00635.4%12,2439.9%PHEV73,9616.1%87,012-15.0%22,698-21.3%12,281-11.5%3,884-23.1%6,533-34.0%Hybrid 365,97130.3%365,2580.2%127,6063.7%72,86314.3%18,861-10.5%35,882-6.1%UKTotal EV615,54650.9%577,4116.6%

74、210,6693.7%123,26011.7%32,751-2.3%54,658-7.8%BEV140,96512.7%106,93131.8%47,62138.1%22,48332.4%12,32624.3%12,81269.1%PHEV88,5548.0%101,793-13.0%25,744-14.4%11,618-1.2%6,900-7.9%7,226-33.3%Hybrid 237,96221.4%215,42910.5%73,89316.7%29,52918.9%19,60715.5%24,75715.2%FranceTotal EV467,48142.0%424,15310.2%

75、147,25815.2%63,63018.8%38,83312.9%44,79512.3%BEV35,8683.7%47,054-23.8%10,926-35.0%5,059-40.3%2,291-29.1%3,576-30.0%PHEV48,4475.0%53,051-8.7%11,763-23.1%4,180-26.3%2,605-20.1%4,978-21.8%Hybrid 330,55433.9%328,5870.6%103,62721.2%39,65621.3%27,70135.7%36,27012.0%ItalyTotal EV414,86942.5%428,692-3.2%126

76、,3167.4%48,8954.4%32,59721.2%44,8242.2%BEV24,3214.1%17,06742.5%8,07924.5%3,74321.3%1,79723.3%2,53930.6%PHEV34,7195.8%29,86116.3%10,633-0.5%4,1916.0%2,7813.1%3,661-9.4%Hybrid 174,69029.1%161,4908.2%57,08411.1%21,02627.5%15,72612.8%20,332-2.9%SpainTotal EV233,73038.9%208,41812.1%75,79610.6%28,96023.1%

77、20,30412.2%26,532-1.5%BEV649,24111.3%532,88821.8%232,20117.9%113,79019.9%58,42614.9%59,98517.1%PHEV461,3288.0%512,781-10.0%147,605-9.1%60,6064.3%40,889-4.9%46,110-24.8%Hybrid 1,453,88025.2%1,404,7723.5%473,6738.5%203,17116.0%117,0117.7%153,4910.5%WE-5Total EV 2,564,44944.5%2,450,4414.7%853,4797.2%37

78、7,56715.1%216,3266.8%259,586-2.1%Strategy&LegendMoY=Month-on-Year QoY=Quarter-on-Year YoY=Year-on-YearYTD=Year-to-DateSource:PwC Autofacts Analysis,KBA,SMMT,PFA,ANFIA,ANFAC,SCB,OFV,RAI,auto-schweiz,Statistik Austria,CAAM,JADA*Partially estimated21Electric vehiclesales dataSweden,Norway,Netherlands,S

79、witzerland,Austria,WE 5+5 8.Electric vehicle sales dataYTD 2022MarketShareYTD 2021YoY YTD22 Q3QoY22 Q3Sep 22MoYSep 22Aug22MoYAug 22Jul22MoYJul 22BEV58,95027.6%37,61656.7%18,59025.2%7,8715.1%5,92723.3%4,79287.5%PHEV47,48622.2%59,888-20.7%12,314-6.3%4,387-8.2%3,668-19.6%4,25911.8%Hybrid 21,0659.9%19,2

80、349.5%7,04031.9%2,60849.7%2,79649.9%1,636-5.4%SwedenTotal EV127,50159.6%116,7389.2%37,94413.8%14,8666.1%12,39110.3%10,68732.0%BEV79,93177.8%80,550-0.8%25,754-20.7%11,384-18.4%9,247-21.7%5,123-23.9%PHEV10,32410.0%28,554-63.8%3,960-45.6%1,669-33.5%1,401-46.1%890-58.9%Hybrid 5,6705.5%8,046-29.5%2,42217

81、.7%81239.5%95528.0%655-10.2%NorwayTotal EV95,92593.3%117,150-18.1%32,136-23.2%13,865-18.6%11,603-23.4%6,668-30.7%BEV49,03321.8%31,92353.6%17,32919.7%5,9857.6%6,10536.4%5,23918.2%PHEV26,14611.6%23,41011.7%7,402-0.9%2,99910.7%2,3704.5%2,033-18.5%Hybrid 56,64225.2%55,8771.4%17,126-2.2%6,116-1.7%5,5748.

82、8%5,436-11.8%Netherlands*Total EV131,82158.6%111,21018.5%41,8576.1%15,1004.2%14,04918.4%12,708-2.9%BEV26,51316.3%20,42329.8%8,5215.1%4,2125.1%2,2942.3%2,0158.6%PHEV13,6438.4%15,797-13.6%4,222-22.4%1,585-13.3%1,250-31.1%1,387-22.9%Hybrid 39,97424.6%38,8253.0%12,469-5.0%4,9152.2%4,054-0.5%3,500-17.5%S

83、witzerlandTotal EV80,13049.3%75,0456.8%25,212-5.5%10,7120.6%7,598-6.6%6,902-12.6%BEV24,10414.8%24,134-0.1%9,6119.4%4,55426.6%2,639-17.5%2,41821.5%PHEV9,4395.8%11,340-16.8%2,897-14.8%1,21410.6%853-24.2%830-29.4%Hybrid 30,48518.7%32,826-7.1%9,831-4.1%3,4899.2%3,46410.2%2,878-26.5%AustriaTotal EV64,028

84、39.2%68,300-6.3%22,339-0.4%9,25717.3%6,956-6.9%6,126-13.5%BEV887,77213.4%727,53422.0%312,00613.2%147,79614.1%84,6389.4%79,57215.7%PHEV568,3668.6%651,770-12.8%178,400-10.4%72,4602.0%50,431-8.9%55,509-23.7%Hybrid 1,607,71624.2%1,559,5803.1%522,5617.8%221,11115.4%133,8548.3%167,596-1.1%WE 5+5Total EV 3

85、,063,85446.2%2,938,8844.3%1,012,9675.6%441,36712.5%268,9234.9%302,677-2.7%Strategy&LegendMoY=Month-on-Year QoY=Quarter-on-Year YoY=Year-on-YearYTD=Year-to-DateSource:PwC Autofacts Analysis,KBA,SMMT,PFA,ANFIA,ANFAC,SCB,OFV,RAI,auto-schweiz,Statistik Austria,CAAM,JADA*Partially estimated22Electric veh

86、iclesales dataChina,Japan,USA,South Korea,Analyzed Markets8.Electric vehicle sales dataYTD 2022MarketShareYTD 2021YoY YTD22 Q3QoY22 Q3Sep 22MoYSep 22Aug22MoYAug 22Jul22MoYJul 22BEV3,571,00018.4%1,776,000101.1%1,517,00094.0%538,00081.1%522,00097.0%457,000107.7%PHEV984,5595.1%367,140168.2%447,600166.6

87、%168,400175.6%144,100156.4%135,100167.0%Hybrid 158,3880.8%148,4626.7%53,28910.6%17,593-10.8%17,82125.1%17,87525.8%China*Total EV 4,713,94724.2%2,291,602105.7%2,017,889102.2%723,99391.6%683,921103.9%609,975114.2%BEV22,2341.3%14,96448.6%7,48214.1%3,27932.4%2,034-5.6%2,16912.6%PHEV30,4971.8%16,44285.5%

88、11,633134.1%4,623152.8%2,863104.8%4,147137.9%Hybrid 792,80047.7%774,5462.4%269,8525.4%104,67628.4%76,555-4.5%88,621-6.0%JapanTotal EV 845,53150.8%805,9524.9%288,9678.0%112,57831.1%81,452-2.7%94,937-3.1%BEV510,2255.0%274,77785.7%187,322100.3%63,243111.8%57,673102.6%66,40688.6%PHEV135,1511.3%119,65912

89、.9%40,561-12.3%14,4442.5%13,198-13.5%12,919-23.6%Hybrid 610,8746.0%589,4953.6%191,562-5.8%62,9343.4%65,262-4.1%63,366-14.8%USATotal EV1,256,24912.4%983,93127.7%419,44522.3%140,62134.2%136,13321.8%142,69112.8%BEV115,40311.4%67,49571.0%49,63171.1%20,48595.4%14,43828.9%14,708100.9%PHEV9,9091.0%15,991-3

90、8.0%2,722-41.9%841-61.8%979-9.0%902-36.0%Hybrid 189,14318.8%151,99524.4%59,5585.0%19,17614.1%18,830-2.5%21,5524.6%South KoreaTotal EV 314,45531.2%235,48133.5%111,91123.8%40,50237.3%34,2478.4%37,16226.7%BEV5,106,63413.1%2,860,77078.5%2,073,44174.7%772,80364.7%680,78377.2%619,85586.0%PHEV1,728,4824.4%

91、1,171,00247.6%680,91661.0%260,76873.5%211,57163.6%208,57745.5%Hybrid 3,358,9218.6%3,224,0784.2%1,096,8224.6%425,49014.8%312,3222.3%359,010-3.7%Analyzed MarketsTotal EV 10,194,03726.2%7,255,85040.5%3,851,17944.9%1,459,06147.4%1,204,67647.1%1,187,44239.8%Strategy&Jrn NeuhausenDirector,Strategy&Germany

92、Phone:+49 211 3890-Felix KuhnertPartner,Automotive Industry Leader,PwC GermanyPhone:+49 711 25034-Annabelle KliesingSenior Communications Lead,Strategy&GermanyPhone:+49 89 54525-239.ContactsAuthors and PR contactSteven van ArsdaleManager,PwC Autofacts,PwC GermanyPhone:+49 69 9585- 2022 PwC.All right

93、s 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 global 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