Global EV Sales Hits 6.7 Million In 1H, M'sia Saw 142% Jump
Global EV Sales Hits 6.7 Million In 1H, M'sia Saw 142% Jump
Global electric vehicle (EV) sales rose by 24% in the first half of 2024, reaching 6.7 million units and accounting for 21% of total car sales, according to Maybank Investment Bank (Maybank).
根據馬來亞銀行投資銀行（Maybank）的數據，全球電動汽車（EV）銷量在2024年上半年增長了24％，達到670萬輛，佔汽車總銷量的21％。
Fully electric car sales grew by 10.3% year-on-year (YoY) to 4.2 million units, while plug-in hybrid electric vehicles (PHEVs) saw a significant increase of 58.7% YoY, totalling 2.5 million units. Despite this, the growth of fully electric cars has slowed compared to previous years, attributed to a saturation of the market, the end of EV subsidies in Europe, and ongoing issues such as charging infrastructure and range anxiety.
全電動汽車銷量同比增長10.3％，達到42萬輛，而插電式混合動力電動汽車（PHEV）同比大幅增長58.7％，共計250萬輛。儘管如此，與往年相比，全電動汽車的增長有所放緩，這要歸因於市場飽和、歐洲電動汽車補貼的終止以及充電基礎設施和續航里程焦慮等持續存在的問題。
The ASEAN region has experienced a notable rise in EV sales, with Malaysia, Indonesia, and Singapore leading the charge. Malaysia saw a remarkable 142% increase in EV registrations, reaching 10,663 units in 1H24. Indonesia reported a 104% surge, with 11,943 units sold, while Singapore's EV sales jumped by 218% YoY to 6,019 units.
東盟地區的電動汽車銷量顯著增長，馬來西亞、印度尼西亞和新加坡處於領先地位。馬來西亞的電動汽車註冊量顯著增長了142％，在24年上半年達到10,663輛。印度尼西亞報告增長了104％，售出了11,943輛，而新加坡的電動汽車銷量同比增長了218％，達到6,019輛。
Conversely, Thailand's EV market showed mixed results, with a strong start in January 2024 but slower growth in subsequent months. In Vietnam, VinFast reported a 26% increase in global EV sales to 21,747 units, despite a slowdown in the US market.
相反，泰國的電動汽車市場表現喜憂參半，2024年1月開局良好，但隨後幾個月增長放緩。在越南，VinFast報告稱，儘管美國市場放緩，但全球電動汽車銷量增長了26％，達到21,747輛。
In response to increasing EV demand, several ASEAN countries are implementing supportive measures. Malaysia plans to cut fuel subsidies, potentially boosting EV adoption. The Philippines has expanded its tax incentives to include 2/3-wheelers and hybrids, while Indonesia has extended tariff cuts for local EV manufacturing until the end of 2025.
爲了應對不斷增長的電動汽車需求，一些東盟國家正在實施支持措施。馬來西亞計劃削減燃料補貼，這有可能促進電動汽車的採用。菲律賓已擴大其稅收優惠範圍，將2/3輪車和混合動力車包括在內，而印度尼西亞已將本地電動汽車製造的關稅削減延長至2025年底。
Meanwhile, China is poised to dominate the ASEAN market, with a projected production capacity of 750,000 cars annually in Thailand over the next two years. Japanese original equipment manufacturers (OEMs) such as Honda and Suzuki are closing their operations in Thailand, contrasting with the growing presence of Chinese carmakers.
同時，中國有望在東盟市場佔據主導地位，預計未來兩年泰國每年的汽車產能爲75萬輛。與中國汽車製造商越來越多形成鮮明對比的是，本田和鈴木等日本原始設備製造商（OEM）正在關閉在泰國的業務。
Despite a global battery cell glut, which could reduce EV prices, the outlook remains positive for ASEAN automakers, especially those partnering with Chinese manufacturers. The region's strong automotive production base and increasing regulatory support for EVs are expected to drive further growth.
儘管全球電池過剩可能會降低電動汽車的價格，但東盟汽車製造商，尤其是那些與中國製造商合作的汽車製造商，前景仍然樂觀。該地區強大的汽車生產基礎和對電動汽車日益增加的監管支持預計將推動進一步增長。
Analysts from Maybank highlight that ASEAN companies engaged in battery value chains and those with partnerships with Chinese carmakers are well-positioned to benefit from the ongoing shift towards electric mobility.
Maybank的分析師強調，參與電池價值鏈的東盟公司以及與中國汽車製造商建立合作伙伴關係的東盟公司完全有能力從向電動汽車的持續轉變中受益。
Maybank's research indicates that while global EV sales are projected to continue rising, with an estimated 17 million units expected in 2024, regional dynamics will play a crucial role in shaping the future of the EV market. Investors should consider the expanding opportunities in ASEAN's EV sector, supported by favourable regulations and a growing market presence.
馬來亞銀行的研究表明，儘管預計全球電動汽車銷量將繼續增長，預計到2024年將達到1700萬輛，但區域動態將在塑造電動汽車市場的未來方面發揮至關重要的作用。在有利的監管和不斷增長的市場份額的支持下，投資者應考慮東盟電動汽車行業不斷擴大的機會。
譯文內容由第三人軟體翻譯。