国际能源署最新报告显示—— 全球电动汽车市场快速增长

Core Insights - The International Energy Agency (IEA) projects that global electric vehicle (EV) sales will exceed 17 million units in 2024, achieving a market share of over 20% for the first time [1] - Despite economic uncertainties, the global EV market is expected to maintain rapid growth, with a forecasted market share of over 40% by 2030 [1][3] Global Market Overview - In 2024, nearly half of global automobile sales will be electric vehicles, with China leading the market by selling over 11 million EVs, equivalent to the total global sales in 2022 [2] - Emerging markets in Asia, Africa, and Latin America are becoming new growth engines, with EV sales in these regions expected to surge by 60% to nearly 600,000 units in 2024 [2] - The Southeast Asian market is projected to see nearly 50% growth in EV sales, reaching a market share of 9%, with Thailand and Vietnam showing particularly strong performance [2] Regional Performance - The European market is experiencing stagnation due to the withdrawal of EV subsidies in countries like Germany and Sweden, although the market share remains around 20% [2] - The U.S. market is expected to see a 10% increase in EV sales, with a market share exceeding 10% [3] Future Projections - By 2030, global EV market share is anticipated to surpass 40%, with China potentially reaching 80%, Europe close to 60%, and the U.S. around 20% [3] - The report indicates that the adoption of EVs will significantly reduce oil consumption, with a potential reduction of 5 million barrels per day globally [3] Pricing and Infrastructure - The average price of pure electric vehicles is expected to decline in 2024, with significant price differentiation across regions [4] - In China, two-thirds of EVs sold in 2024 will be priced below comparable gasoline vehicles, while in Germany and the U.S., the price difference remains substantial at 20% and 30% respectively [4] - The report highlights that the development of charging infrastructure is lagging, with only 75% of European highways having fast charging stations every 50 kilometers, and less than half in the U.S. [4] Electric Truck Market - Global electric truck sales are projected to grow by approximately 80% in 2024, accounting for nearly 2% of total truck sales, with China representing 80% of this market [4] - The lifecycle costs of some heavy-duty electric trucks in China are already lower than those of diesel trucks, and it is expected that by 2030, electric trucks in Europe and the U.S. will reach price parity with diesel [4]