6月欧洲电动车销量跟踪

Group 1: Electric Vehicle Registrations in Europe - In Germany, 73,000 electric vehicles were registered in June, with a year-on-year increase of 24% and a month-on-month increase of 7%. Pure electric registrations accounted for 47,000 units, while plug-in hybrids accounted for 26,000 units. The total passenger car registrations were 256,000, showing a year-on-year decrease of 14% and a month-on-month decrease of 7%. The electric vehicle penetration rate reached 28.4%, up 8.6% year-on-year and 0.1 percentage points month-on-month [1] - In France, 41,000 electric vehicles were registered in June, reflecting a year-on-year decrease of 7% and a month-on-month decrease of 48%. Pure electric registrations were 29,000 units, and plug-in hybrids were 12,000 units. Total passenger car registrations were 170,000, with a year-on-year decrease of 7% and a month-on-month decrease of 37%. The electric vehicle penetration rate was 24.1%, down 0.1% year-on-year but up 1.8 percentage points month-on-month [2] - In Italy, 17,000 electric vehicles were registered in June, with a year-on-year decrease of 8% and a month-on-month decrease of 9%. Pure electric registrations were 8,000 units, while plug-in hybrids accounted for 10,000 units. Total passenger car registrations were 133,000, showing a year-on-year decrease of 18% and a month-on-month decrease of 5%. The electric vehicle penetration rate was 13.1%, up 1.3% year-on-year and 1.6 percentage points month-on-month [3] - In Norway, 18,000 electric vehicles were registered in June, with a year-on-year increase of 20% and a month-on-month increase of 33%. All registered vehicles were pure electric, with no plug-in hybrids. Total passenger car registrations were also 18,000, reflecting a year-on-year increase of 5% and a month-on-month increase of 29%. The electric vehicle penetration rate reached 97.7%, up 12.4% year-on-year and 2.8 percentage points month-on-month [4] - In Sweden, 18,000 electric vehicles were registered in June, with a year-on-year increase of 25% and a month-on-month increase of 11%. Pure electric registrations were 11,000 units, while plug-in hybrids accounted for 7,000 units. Total passenger car registrations were 28,000, showing a year-on-year increase of 9% and a month-on-month increase of 7%. The electric vehicle penetration rate was 65.3%, up 8.8% year-on-year and 2.1 percentage points month-on-month [5] - In Spain, 25,000 electric vehicles were registered in June, reflecting a year-on-year increase of 131% and a month-on-month increase of 13%. Pure electric registrations were 11,000 units, while plug-in hybrids accounted for 14,000 units. Total passenger car registrations were 119,000, showing a year-on-year increase of 15% and a month-on-month increase of 6%. The electric vehicle penetration rate was 20.8%, up 10.4% year-on-year and 1.4 percentage points month-on-month [6] - In Switzerland, 7,000 electric vehicles were registered in June, with a year-on-year increase of 20% and a month-on-month increase of 11%. Pure electric registrations were 5,000 units, while plug-in hybrids accounted for 2,000 units. Total passenger car registrations were 22,000, showing a year-on-year decrease of 4% and a month-on-month decrease of 9%. The electric vehicle penetration rate was 33.1%, up 6.6% year-on-year and 0.6 percentage points month-on-month [7] - In Portugal, 8,000 electric vehicles were registered in June, reflecting a year-on-year increase of 29% and a month-on-month increase of 3%. Pure electric registrations were 5,000 units, while plug-in hybrids accounted for 3,000 units. Total passenger car registrations were 26,000, showing a year-on-year increase of 9% but a month-on-month decrease of 2%. The electric vehicle penetration rate was 31.8%, up 4.9% year-on-year and 1.5 percentage points month-on-month [8] Group 2: Industry Insights - The battery cell procurement by major manufacturers is focusing on balancing performance and cost [11] - BYD is expanding its operations in Southeast Asia [11] - CATL is experiencing growth in the energy storage market, which is outpacing the growth in the power market [13]