Aranca：2025稳步前行：中国领跑全球电动汽车市场研究报告（英文版）（19页）.pdf

1、May 2025Special ReportCharging Forward:Chinas Rise to Dominance in the Global EV Market EV Industry Overview02China EV Industry-Key Players03Why to Invest in China EV Market12ContentsSpecial Report|Charging Forward:Chinas Rise to Dominance in the Global EV Market|May 20251Outlook10How did China Mana

2、ge to get ahead in the EV Landscape06Challenges13Competitive Landscape142EV Industry OverviewEV sales continues its upward trajectory,now accounting for over 4%of the total passenger car fleetSource:Aranca Research,IEAGlobal EV Sales(In Mn units)EV Production in China(in Mn units)In 2024,nearly 17 m

3、illion electric cars were registered worldwide,marking a 25%increase(3.5 million more)from 2023.Electric car sales surged over the past five years,bringing the global electric car fleet to 58 million by end-2024,over 4%of the total passenger car fleet and more than three times the size recorded in 2

4、021.China led with over 11 million EV sales,topping global figures from two years ago,while growth slowed in Europe due to reduced subsidies and stagnated CO targets;U.S.sales rose modestly at a quarter of last years pace.China produced 12.4 million EVs in 2024,accounting for over 70%of global elect

5、ric car output,reinforcing its role as the worlds leading EV manufacturing base.Chinese OEMs made up over 80%of EV production within China in 2024,rising from about two-thirds in 2021,highlighting their growing control of the domestic market.Despite multiple FDI announcements,Chinese automakers prod

6、uced less than 2%of their EVs outside China in 2024,indicating early stages of international expansion.1.361.173.526.58.9112.4024681012142019202020212022202320240246810121416182020142015201620172018201920202021202220232024China BEVChina PHEVEurope BEVEurope PHEVUnited States BEVUnited States PHEVRes