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普华永道(PwC):2026东盟六国汽车市场概览报告(第5期)(英文版)(50页).pdf

上传人: 1736****123 编号:1199840 2026-04-23 50页 4.25MB

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1、Overview of the ASEAN-6 automotive market5thmarket snapshot I PwC Automotive ASEAN Centre of Excellence February 2026 PwCASEAN-6 Automotive market snapshotCollaborate and manage deep sector expertise across the region1Support our automotive clients through their transformative journey in todays evol

2、ving landscape2Deliver best solutions to regional clients with our collective experience and comprehensive understanding of the automotive value chain3PwCs Automotive ASEAN Centre of Excellence(CoE)is ready to support youOur automotives capabilitiesChinaIndiaKavan MukhtyarDarshan KudvaMohammad Mudas

3、serTran Diem AnhMary Jade RoxasAnton TiongsonLukmanul ArsyadRadju MunusamyPatrick ZiechmannSean SoonOliver WilkinsonKyron OngNavin NarulaSteve YangEiichi YamanakaTeruhiko AzumaJong-Moon BaekJungyoun Kim Jun JinAshley Zhang*Participants listed here represent only the two primary contacts per territor

4、y.Additional subject matter experts from across PwCs lines of service support the regional automotive capabilities.The CoE led by Patrick Ziechmann,includes 50+participants*from 6 ASEAN countries-Malaysia,Indonesia,Thailand,Vietnam,the Philippines and Singapore.The ASEAN CoE is embedded in a strong

5、network of Asia Pacific(APAC)representation from China,India,Japan,and South Korea with 1,000+automotive experts.Contact us at:Performance improvementCommercial excellenceExternal cost outWorkforce transformationIT,Digital and AI SolutionsCorporate simplificationAsset optimisationWorking capital/cas

6、h flow/capexTax and duties efficiencyStrategic(re-)positioningMarket entry and feasibility studiesGrowth strategy/Dealer network strategyTransformational M&ABusiness model changesTrust,purpose and multiple impactAssurance/AuditSustainability and ESGRisk assessment and assurance(incl.cybersecurity)Co

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1. **市场增长与区域差异**:2025年ASEAN-6汽车销量增长1.9%至340万辆,但增速不均,越南(+20.3%)、马来西亚(+0.2%)表现突出,印尼(-7.2%)下滑。 2. **电动化加速**:xEV渗透率翻倍至26%(约75.2万辆),泰国(44%)领先,马来西亚(5%)滞后。中国品牌(如BYD、VinFast)在xEV市场占据主导,份额达34%。 3. **竞争格局变化**:中国品牌市占率升至11%(2025年),日本品牌从68%降至57%。VinFast以94%的销量集中于越南,正区域扩张。 4. **政策与挑战**:补贴退坡(如马来西亚CBU EV免税到期)影响需求,卡车销量受融资收紧拖累下滑3.4%。各国需差异化策略应对关税、基建差异。 5. **未来展望**:2030年ASEAN-6轻型车销量或达390万辆,印尼、马来西亚将成为最大市场,泰国保持生产枢纽地位。
电动车市场如何? 中国车企份额? 东南亚车市趋势?
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