泰国大城银行研究中心：2025电动汽车价格战研究报告：价格走势研判：续跌抑或触底？（中译版）（18页）.pdf

1、CoverResearch IntelligenceNovember 2025Krungsri Research“EV Price War”“EV Price War”Will EV Prices Drop Further or Is This the Bottom?ContentsSubscribe UsContentsDisclaimerUnless explicitly stated otherwise,this publication and all material therein is under the copyright of Krungsri Research.As such

2、,the reuse,reproduction,or alteration of this text or any part thereof is absolutely prohibited without prior written consent.This report draws on a wide range of well-established and trustworthy sources,but Krungsri Research can make no guarantee of the absolute veracity of the material cited.Moreo

3、ver,Krungsri Research will not be held responsible for any losses that may occur either directly or indirectly from any use to which this report or the data contained therein may be put.The information,opinions,and judgements expressed in this report are those of Krungsri Research,but this publicati

4、on does not necessarily reflect the opinions of Bank of Ayudhya Public Company Limited or of any other companies within the same commercial group.This report is an accurate reflection of the thinking and opinions of Krungsri Research as of the day of publication,but we reserve the right to change th

5、ose opinions without prior notice.For research subscription,Executive summary3Introduction4Global EV Market Competition5Thailands EV Market and the Price War6Krungsri Research view:Will Thailands EV price war continue from 2025 to 2027,or come to an end?12References14Appendix 1:Examples of BEV Passe

6、nger Car Models with Price Reductions at Motor Exhibitions During 2024202517EV Price War3Executive summaryThe EV price war in Thailand began in 2022 due to intensifying market competition,forcing EV manufacturers to cut production costs to maintain profitability.Although price reductions aimed to bo