东南亚正迅速成为全球电动汽车生产中心

Core Insights - The Southeast Asian electric vehicle (EV) market is experiencing significant growth, with sales expected to increase by over 50% year-on-year in 2024, capturing 10% of new passenger vehicle sales [1][3] - Traditional automakers like Toyota, Honda, Nissan, and Mazda have been slow to respond to the surge in EV demand, allowing Chinese EV manufacturers to gain a substantial market advantage in the region [1] - By 2025, it is projected that EVs will account for over 13% of total passenger vehicle sales in Southeast Asia, with a year-on-year growth rate of 41%, and by 2035, it is anticipated that one in every two passenger vehicles sold will be electric [1][3] Market Dynamics - The growth of the Southeast Asian EV market is driven by three main factors: government incentives, abundant resources, and significant investments from Chinese automakers [3] - Southeast Asia is rapidly emerging as a global production hub for electric vehicles, supported by favorable market conditions and increasing consumer demand [3]