Workflow
中国新能源车出口与南太平洋岛国的需求分析
艾德证券期货·2024-07-29 10:00

Export Growth of Chinese New Energy Vehicles - In 2020, China exported 224,000 new energy vehicles (NEVs) [3] - Exports surged to 590,000 units in 2021, marking a 163% year-on-year increase [3] - By 2022, cumulative NEV exports reached 1.12 million units, a 90% increase from the previous year [3] - In 2023, NEV exports hit 1.73 million units, a 55% year-on-year growth, with 1.68 million being passenger vehicles [3] Global Market Trends - Global NEV sales exceeded 40 million units in 2023, a 35% increase compared to 2018, with weekly registrations surpassing 250,000 [4] - IEA forecasts that by 2030, electric vehicles will account for 40% of global new car sales, up from 15% in 2023 [4] - Cumulative global NEV sales are expected to rise from under 45 million in 2023 to 250 million by 2030, a sixfold increase [4] Demand in South Pacific Island Nations - The seven South Pacific island nations are heavily reliant on external support for NEV development due to limited resources and economic constraints [4] - NEV ownership predictions for 2030 in these nations show significant growth, with Fiji expected to have 12,195 units, Tonga 2,377 units, and Papua New Guinea 10,787 units [7] Economic Context - In 2023, the per capita GDP of Fiji was 5,868,whilethatofPapuaNewGuineawas5,868, while that of Papua New Guinea was 2,994, reflecting the economic disparities among the island nations [49] - These nations' GDPs are significantly lower than the global average of $11,567, impacting their purchasing power for NEVs [49] Policy and Infrastructure - Fiji offers tax exemptions for businesses investing in electric vehicle charging stations, provided they meet a minimum capital expenditure of 3 million Fijian dollars [24] - The development of charging infrastructure is crucial for the adoption of NEVs in these regions, with ongoing projects to install solar-powered charging stations [26]