业务咨询 数据来源： Counterpoint 《 2024 全球乘用电动车车型销量追踪报告》 EVs 包括 BEVs 和 PHEVs 点击阅读原文查阅更多相关报告 中国电动车企2024年占据泰国电动车市场74%份额。 "EV3.5"政府激励计划与"30@30"优惠政策持续吸引投资，助力泰国成为区域电动车中心。 凭借强大供应链基础与战略区位优势，泰国正吸引电池和电动车制造商进入市场，巩固其全球 电动车生态圈的优势地位 根据 Counterpoint《全球乘用电动车车型销量追踪报告》 ，泰国在2024年虽是东南亚最大的电动车 市场，但本国的电动车销量同比下降11%。受家庭债务增加和不良贷款增加的影响，信贷政策收紧 导致消费者购车需求减弱，泰国汽车行业整体呈下滑态势。尽管市场环境严峻，泰国政府仍坚定推 动电动化转型，持续实施"30@30"产业政策及"EV3.5"激励计划，加速本国电动车普及进程。 随着电动车需求增长，日系车企因电动化转型迟缓导致长期主导地位不复存在，为中国品牌创造了 市场机遇。凭借价格优势、先进配置和高性价比，中国电动车迅速赢得泰国消费者信任。2024年中 国车企占据泰国电动车市场近四分之三份额， ...

Core Viewpoint - Toyota is adapting to the electrification pace in China, launching the GAC Toyota Platinum 3X, its first fully electric SUV, with a high localization rate in its supply chain [2][4]. Group 1: Product Launch and Market Response - The GAC Toyota Platinum 3X received over 10,000 orders within the first hour of its launch, indicating strong market demand [3]. - The vehicle features a supply chain composed of top global and domestic companies, including Qualcomm, NVIDIA, and leading Chinese firms in autonomous driving and lidar technology [3][4]. Group 2: Battery Technology and Partnerships - The Platinum 3X utilizes battery technology from CATL, which is recognized for its scale and cost-effectiveness, crucial for meeting the demands of the Chinese market [4][5]. - CATL has previously collaborated with other Japanese automakers, showcasing its established reputation in battery technology [6]. Group 3: Global Expansion and Market Strategy - CATL's battery shipments are projected to reach 20 GWh in Q1 2025, with a year-on-year increase of nearly 150%, indicating significant growth in both domestic and international markets [7]. - The partnership with GAC Toyota allows CATL to enhance its international brand image and penetrate other global markets, moving beyond merely selling products to deeper brand collaborations [9]. Group 4: Supply Chain Integration and Competitive Advantage - The collaboration between GAC Toyota and CATL is expected to provide both companies with technological and cost advantages, facilitating Toyota's electrification transition [8]. - The integration of global supply chains is becoming increasingly important for companies to enhance their competitive edge in the market [9].