全球汽车电动车追踪 2025 年 9 月-2026 财年展望：增长放缓，竞争加剧-Global Automobiles EV tracker Sep - 25_ FY26 outlook - weaker growth, stronger competition...

Global BEV sales grew +31% y/y in Sep-25 (+20% m/m) landing at an all-time monthly high of c.1.5m units. This leaves 3Q25 sales at 3.9m units (+32.% y/y), which is also a historic record. On a regional basis, the US led global growth in 3Q (+33% y/y) a first since 2Q24 driven by pre-buying before EV credits ended on September 30, 2025. Europe came second with a slightly lower +32% y/y growth despite a seasonally lower sequential development (-2% q/q). We expect global BEV sales to grow strongly at: +27% y/y ...