牛津大学能源研究所：2024年中国新能源汽车年度总结报告电动汽车革命（英文版）（28页）.pdf

1、OIES CHINA PROGRAMME:An update on Chinas EV RevolutionAnders HoveSenior Research Fellow,OIES1 February 2024HTTPS:/WWW.OXFORDENERGY.ORG/ANDERS HOVE-OXFORD INSTITUTE FOR ENERGY STUDIES 2024 Background and contentsUpdates on the latest EV statistics from various Chinese organizations:EV sales and marke

2、t share:China and the worldEV sales by vehicle price,type,sizeEV batteries and the growth of LFP shareEV emissionsEV charging:number of chargers,electricity consumptionCharging experienceAdditional analysis from the authors prior research,Summary of 2024 research questionsIndustry projects 40%market

3、 share in 2024;CPCA 11 million sales in 2024Linear growth in NEV sales would yield sales of 10.5 million,a 40%shareCompound growth of 33%would yield sales of 12 million,a 42%shareChina EV sales continue to growANDERS HOVE-OXFORD INSTITUTE FOR ENERGY STUDIES 2024 China domestic New Energy Vehicle(NEV

4、)sales,2017-2023,and market share2%4%5%6%16%26%33%0%5%10%15%20%25%30%35%-1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,0002017201820192020202120222023NEV salesNEV shareCAAM,based on domestic sales share of all vehicles,author calculationsChina remains well ahead of other major auto markets in EV

5、 penetrationChina NEV market ahead of other major regionsANDERS HOVE-OXFORD INSTITUTE FOR ENERGY STUDIES 2024 Note:China share represents all vehicles,other countries light-duty passenger vehicles only2023 NEV market shares0%5%10%15%20%25%30%35%ChinaEUUKUSBEV and PHEV market share by region,2023BEVP

6、HEVSource:ACEA 2024,HeyCar 2024,Cox Auto Inc 2024,InsideEVs 2024,and author calculations6%9%13%17%21%26%32%38%44%50%56%62%68%73%79%84%87%90%6%9%12%15%18%22%26%30%35%40%45%51%57%63%68%73%76%80%0%10%20%30%40%50%60%70%80%90%100%2023202820332038Source:Anders Hove,OIES,2024Though EV sales growth has slow