图表内容
表全球电动车销量预测
(万辆)
2023E
2024E
2025E
海外：新能源乘用车销量（万辆）
39.5
54.0
81.7
95.0
168.1
299.9
391.4
540.2
738.2
1078.3
YoY
36.8%
51.3%
16.2%
77.1%
78.4%
30.5%
38.0%
36.7%
46.1%
19.9
27.0
36.3
53.4
126.1
214.2
251.0
305.0
366.0
494.1
35.4%
34.5%
472%
136.1%
69.9%
17.2%
21.5%
20.0%
35.0%
欧洲电动化率
1.1%
1.5%
1.9%
2.8%
8.6%
14.6%
20.1%
23.8%
27.7%
36.3%
美国
16.0
19.5
35.1
32.0
32.4
65.2
98.0
170.0
263.5
408.4
22.3%
79.6%
-8.9%
1.4%
101.4%
50.2%
73.5%
55.0%
55.0%
美国电动化率
0.9%
1.1%
2.0%
1.9%
22%
43%
7.2%
12.2%
184%
27.6%
其他国家
3.6
7.5
10.4
9.6
9.6
20.4
42.4
65.2
108.7
175.7
1077%
38.0%
-7.5%
0.4%
1120%
107.4%
53.7%
66.8%
61.6%
其他国家电动化率
0.2%
0.3%
0.4%
04%
0.5%
1.1%
2.5%
3.7%
6.0%
94%
国内新能源车销量合计（含出口，万
辆)
1
140
1
407
YoY
-4.0%
13.3%
157.6%
95.1%
31.0%
26.7%
23.4%
国内电动化率
0.0%
0.0%
4.9%
5.1%
6.0%
14.7%
25.7%
33.7%
41.9%
50.6%
全球新能源车销量（万辆）
1.011
1
320
1.705
2
241
YoY
53.5%
50.9%
4.1%
40.4%
107.0%
62.1%
30.7%
29.1%
31.5%
全球电动化率
2.2%
3.4%
3.6%
6.1%
12.3%
23.4%
19.4%
24.4%
31.3%
