安永EY2022年印度交通电气化报告-加快电动交通的步伐英文版102页.pdf

INDIANVENTUREANDALTERNATECAPITALASSOCIATION

ELECTRIFYING

INDIANMOBILITY

1

Contents

FOREWORD4

EXECUTIVESUMMARY5

1.INTRODUCTION6

2.THENEEDFORELECTRICMOBILITY7

2.1GLOBALFRAMEWORKFORCLIMATECHANGE(GFCS)

2.2CURRENTVEHICULARPOLLUTIONLEVELSANDSUBSEQUENT

TRANSITIONTOEVs

2.3IMPACTOFEVSONECONOMICGROWTHANDEMPLOYMENT

3.EVBASICS10

4.EVDEMAND12

4.1TOTALEVSALES

4.2SEGMENT-WISEEVREGISTRATIONS

4.3STATE-WISEEVREGISTRATIONS

4.4PROJECTEDEVSALES

4.5GLOBALCOMPARISON

5.PLAYERSANDSTAKEHOLDERSINTHEINDIANEVECOSYSTEM20

5.1OEMs/START-UPS

5.2COMPONENTSUPPLIERS

5.3CHARGINGINFRASTRUCTUREPROVIDERS

5.4FLEETOPERATORS

5.5CASESTUDY:CHARGINGINFRASTRUCTURE-EUROPE

6.EVADOPTIONININDIAANDCHALLENGES36

6.1EVPENETRATIONBYSEGMENT

6.2BARRIERSTOEVADOPTIONININDIA

6.3REMOVALOFBARRIERSOFEVADOPTION

6.4EVFINANCING

7.ALLABOUTTHEPOWEROFEVs46

7.1POWERINGTHEEVS–BATTERIES

7.2RANGEANXIETYANDCHARGINGINFRASTRUCTURE

7.3PLANNEDOBSOLESCENCE/RECYCLING

8.INVESTMENTSINEVS(PE/VCFUNDING)54

9.CASESTUDIES:SUCCESSSTORIES57

10.POLICYANDREGULATIONS62

10.1CURRENTINDIANPOLICYENVIRONMENTFOREVs

10.2LEGALISSUES,POLICYANDREGULATIONININDIA

11.POTENT