2025年Q4电动汽车销售回顾-2026-02-新能源.pdfVIP

ElectricVehicleSales

ReviewQ42025

Foresighttodrivetheindustry

January2026

ThispublicationhasbeendevelopedincollaborationbetweenStrategy,

PwC’sglobalstrategyconsultingbusiness,alongsidePwCAutofacts®’

automotiveindustryandfunctionexperts.Together,wetransform

organizationsbydevelopingactionablestrategiesthatdeliverresults.

AtPwC,ourpurposeistobuildtrustinsocietyandsolveimportant

problems.We’reanetworkoffirmsin136countrieswithalmost365,000

peoplewhoarecommittedtodeliveringqualityinassurance,advisory

andtaxservices.Findoutmoreandtelluswhatmatterstoyouby

visitingusat.

PwCreferstothePwCnetworkand/oroneormoreofitsmemberfirms,

eachofwhichisaseparatelegalentity.

Pleasesee/structureforfurtherdetails.

Strategy

Executivesummary

MorethanfourmillionBEVssoldinfourthquarter

Inthefourthquarterof2025,quarterlysalesofBEVssurpassedthefourmillionmarkforthefirst

timeacrossall40analyzedmarkets,representinga17%increasecomparedtothesameperiod

in2024.Forthesecondstraightquarter,over20%ofvehiclessoldgloballywereBEVs.TakingTotalBEVsalesinallanalyzed

theyear2025initsentirety,BEVsalesincreasedby30%acrossallanalyzedmarkets.

Giventhesheersizeofthemarket,BEVsalesinChinaheavilyinfluencedthepositiveglobalmarketsincreasedbyalmost

performance,increasingby16%YoYinQ4and33%overthecourseof2025relativetothe

previousyear.However,afterseveralyearsofrapidgrowth,PHEVsalesinChinafellfortheathirdoverthecourseof2025

secondsuccessivequarter,down12%YoYinQ4.Recentlylaunchedentry-levelBEVmodelsare

provinghighlypopularwithco