思略特+2022年第二季度电动汽车销售回顾

ElectricVehicleSales

ReviewQ22022

Foresighttodrivetheindustry

August2022

2

Strategy&

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Automotiveindustryandfunctionexperts.Together,wetransform

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Pleasesee/structureforfurtherdetails.

0.Executivesummary

BEVsalesbuckoverallmarkettrend

BEVsaleshavestoodoutasashiningbeaconinaratherdepressedcar

marketthisyear.GlobalBEVsalesinthefirsthalfof2022roseby81%

comparedtotheequivalentperiodlastyear.Thisisimpressiveinitsown

right,butevenmoresowhenoneconsidersthatoverallglobalsalesofall

powertrainsactuallyfellby12%inthesameperiod.

SalesofbatteryelectricvehiclesinChinamorethandoubledinthefirsthalfof2022incomparisonwiththesameperiodin2021

MuchoftheincreasecanbeattributedtoChina,whereBEVsalesmorethan

doubledinH12022relativetoH12021tomorethantwomillion.PHEVsales

growthwasevenmorerapidinChina,upby170%inH12022vs.H12021,

althoughtheabsolutenumberofPHEVsalesweresignificantlylowerthan

forBEVs.TheparticularlyhighPHEVgrowthratecanbepartiallyexplained

bythecontinuinghighcostofthelargerBEVbatteriesandproduct

availability.

107%

IncreaseinBEVspurchasedinChinainH12022vs.H12021

ThePHEVmarketinEuropehasbeenheadingintheoppositedirection,as

OEMsprioritizeBEVsalesinordertomeetemissionstargetsand

burgeoningcustomerdemand.Inthefirsthalfof2022,overallPHEVsales

decreasedby14%inthetenEuropeanmarketsanalyzedrelativetothe

sameperiodlastyear.GiventheEU’srecentcommitmenttomeasurePHEV

CO2emissionsbasedonwhatthevehiclesactuallyemit,potentiallyreplacing

previousfiguresoftenaccusedofbeingunrealisticallylow,theprioritiesof

EuropeanOEMsareonlylikelytobereinforced.

Changesinmarketshareoverthelastcoupleofyearsrevealthesustained

riseofBEVs.Comparingtheyear2020withH12022,BEVmarketsharein

Chinahasincreasedfrom4%to17%,andinthetenanalyzedEuropean

marketsfrom7%to13%.

AsEVstart-upsarenowfindingitincreasinglychallengingtoraisethe

marketfundingtheyneedtocontinueandexpandtheiroperations,

establishedOEMsareinanidealpositiontobenefitfromthismarketgrowth.

3

Strategy&

1.Newsandhighlights

BEVentryintomainstreamconfirmedbyrecentdevelopments

OEMslaunchlong-rangesedans

AutomanufacturerscontinuetolaunchnewanddiverseBEVproductsastheyviewanincreasinglyelectrifiedfuturewithinahighlycompetitiveenvironment.

WhileSUVshavebeentherecentfocusofthisproductoffensive,threerecentlyrevealed,high-profileconceptssuggestthatsedanswillcontinuetoplayanimportantrole.ThissegmentalsohasamoreimportantroleinAsiaandNorthAmerica.

VWrecentlydebutedtheID.Aero,whichitplanstoputintoproductioninmid-2023.TheID.Aero’saerodynamicshape,five-meterlengthandarangeinexcessof600kilometersaredesignedtoappealtothegrowingpremiumBEVmarketinChina,whereitwillgoonsalefirstbeforebecomingavailableinEuropeandNorthAmerica.1TheHyundaiIoniq6,dueinshowroomsin2023,isanotheraerodynamicBEVwitha

potentialrangeofmorethan600kilometers.Itssleekdesigngivesitadragcoefficient,themeasureofhowwellacarcutsthroughtheair,ofjust0.21,whichwillplaceitamongthemostaerodynamically-efficientvehiclesonthemarket.2

Alsoonthehorizon,thistimein2025,istheMercedesVisionAMG.Thefirstpreviewofthecarrevealedasleek,aerodynamic,sportyshape,butwithfourdoors,settocompeteagainstthePorscheTaycan.3

Morefleetsgoelectric

VariouscompaniesandorganizationshaveannouncedmajordealsforsignificantexpansionoftheirBEVfleets.BEVsarebecomingmoreattractiveduetothefavorableTCO,totalcostofownership,andgreaterproductavailability.Hertzhasdeclaredplanstopurchaseupto65,000BEVsoverthenextfiveyears,throughapartnershipwithPolestar,followingonfromitscommitmenttoorder100,000Teslasbytheendof2022.4

Strategy&

Sources

1TheVerge,27June2022

2Thisismoney,29June2022

3Insideevs,10May2022

4News-press,4April2022

5Tech.eu,11May2022

6Carscoops,29April2022

7Reuters,21June20229Sportspromedia,14July2022

8S&PGlobal,11May2022

Theride-hailingcompanyCabifyistoreceivea€40millionloanfromtheEuropeanInvestmentBanktohelppurchase1,400electricvehiclesinitshomemarketofSpainanddeveloptherequiredinfrastructure.Thecompanyaimstohaveazero-emissionfleetby2025inSpainandthenworldwideby

2030.5

Vemo,aMexicanBEVtaxioperator,hasplacedanorderfor1,000EVsfromBYD,aChinesemanufacturer.6Meanwhile,FedExhasreceiveditsfirst150electricdeliverytrucksfromBrightDrop,aGMsubsidiary,asitmovestowardspurchasingonlyelectricpickupanddeliveryfleetvehiclesby2030.7

FurthersignsthatBEVsaregoingmainstreamincludeabillpassedbytheConnecticutlegislaturerequiring100%ofthestate’sfleettobeelectricby2030,8andRealMadrid’sannouncementthatallmembersofitssoccerandbasketballteamswillbegivenfullyelectricBMWvehicles.9

4

1.Newsandhighlights

3Forbes,17May2022

4Newsweek,14April2022

Strategy&

Innovationcontinuesascompetitorslooktostealamarch

Chargingiscombinedwithcustomer

experience

Inthelong-term,acomprehensivecharginginfrastructurewillneedtocaterforvehiclesthatarepredominantly,ifnotexclusively,electric.However,intriguinginnovationsareemergingthataimtosatisfychargingdemandinthenearerterm,whilestrengtheningthecompanybrand.FollowingthesuccessofitspilotprojectinNuremberg,Audihasannouncedthatitwillexpanditsfast-charginghubconceptto13moresitesacrossEuropeoverthenextthreeyears.TheNurembergsitedoesnotonlyhostsixrapidchargepoints,butalsoa200m2loungewithameetingroomandterrace.SincethesiteopenedinDecember2021,morethan3,600chargeshavebeenmade.ThesiteisopentoallBEVs,althoughAudidrivershaveaccountedforaroundhalfthevisits.1

Meanwhile,planshavebeensubmittedinLosAngelesbyTeslatobuildadineranddrive-inmovietheaterincombinationwithaBEVchargingstation.Theproposed24-hoursitewillincorporate34chargingstations,withtwoscreensandindoorandoutdoorseatingallowingcustomerstorelaxwhiletheirvehiclesarebeingrecharged.2

Sources

1Autocar,7June2022

2FoxBusiness,3June2022

OEMsploughinvestmentintotech

Automanufacturerscontinuetheirhuntforthetechnicalknow-howthatcangivethemanedgeovercompetitors.

Mercedesintendstouseahigh-efficiencybatteryinitsG-classSUVswhicharedueby2025.ThebatterywillbesuppliedbySila,abatterymaterialscompanyinwhichMercedesinvestedin2019.Thenewsilicon-basedanodeoffersuptoa40%improvementinenergydensityandimprovesdrivingrangepercharge.3

NissanisoneofseveralcompaniesdevelopingSSB,solid-statebatteries,whichpromisefasterchargingtimesandgreaterrange.Producingthemonamassscalehastodateprovedchallenging,butNissansaysitwillstartsellingaBEVwithanSSBby2028.4Onasimilarnote,SolidPower,adeveloperofsolid-statebatteriesforBEVs,aimstobeginsendingpre-productionbatterycellsbytheendof2022forvalidationtestingbypartnersBMWandFord.5Porschehasacquireda$100millionstakeinUS-basedbatterystart-upGroup14Technologiesaspartofitsplanstodevelophigh-performancebatterycells.Group14producesadvancedsilicon-carbontechnologyforlithium-ionbatteries.6

Circularsolutionssought

Companiesarerespondingtogrowingregulatorydemandforbatteryrecycling.BMWwillworkjointlywithHuayouRecyclingtorecycleitsusedelectricvehiclebatteriesandreturntherawmaterialsforreusetobuildnewcells.7VWandseveralpartnershavelaunchedaprojectnamedHVBatCycle,whichwillseektodeveloptechnologytokeepcathodemetals,electrolyteandgraphiteinapermanentlyclosedloop.8AndToyotahasfollowedFord,VolvoandTeslainstrikingadealwithRedwoodMaterials,whichaimstobreakdownend-of-lifebatteriesandusetheirmaterialsinnewones.9

Authoritiesconfirmambitioustargets

TheEU’s27memberstatesapprovedtheendofthesaleofcombustionenginevehiclesby2035inEurope.Anintermediateobjectiveofa55%reductioninCO2emissionsforcars,and50%forvans,wasagreedfor2030.10

RegulatorsinCaliforniahaveproposedthat35%ofcarssoldin2026mustbezeroemission.Thispercentagewouldincreaseyearlyuntilallvehicleswillneedtobezeroemissionby2035.11

5Reuters,6June2022

6Autovista24,10May2022

7Autonews,25May2022

8Autoweek,14June2022

9AutomotiveNews,27June2022

10Euractiv,29June2022

5

11CalMatters,13April2022

2.Analystinsights

PriceinDollar($)

.

-91%

+320%

Highestpriceafter

SPACIPO

Currentprice(Status:27.07.2022)

28,5

22,8

14,8

30,8

79,7

55,5

EmergingBEVStart-upsfaceliquiditypressure

funding,potentiallyleadingtoseriousliquiditychallenges.Incombinationwithhighburnrates,itiscrucialforBEVstart-upstoraisefundstosurviveinahighlycompetitivemarketenvironment.

UnderwriterswillinevitablytreatSPACapplicationswithmorecaution.Asaresult,fewerBEVstart-upswillbeabletogopublicthroughaSPACmerger,forcingthemtoundertakethemoretraditionalyetcumbersomeIPOrouteinordertoraisefinance.

Withsuchmajorobstaclesconfrontingdisruptivechallengerstotheirhegemony,largeincumbentOEMswillhavefreerreintocapitalizeonthemassiveglobalexpansionoftheBEVmarket.

HigheststockpriceafterSPACIPOvs.currentprice

Inthelastcoupleofyears,anumberofBEVstart-upshaveenteredthemarketthroughthemechanismofaSPAC,specialpurposeacquisitioncompany,apubliclytradedshellcompanysetupspecificallytomergewithaprivatecompanyandtakeitpublic.However,thishighlyproductiveavenueforstart-upsisnowfacingmajorhurdles,bluntingtheinsurgentthreattoincumbentOEMs.

TheSPACroutewasattractivetoBEVstart-upsbecauseitofferedanefficientshort-cuttoanIPO,initialpublicoffering.Mostdealswerewarmlywelcomedbymarkets,andsharepricessoared.Recently,greaterregulatoryscrutiny,underperformance,andachallengingmarketenvironmentingeneralhaveledtoashiftininvestorsentiment.

Nervousmarketshaverespondedaccordingly,with

majorandabruptsharepricereductionsfor

prominentBEVstart-ups.TheJuly2022stockprice

forLucid,FaradayFutureandFiskerhavefallenby

60%fromtheirhighestlevels,andforArrivaland

Nikolabymorethan90%.ThenumberofSPAC

IPOsacrossallindustriesintheUShastumbled

from613in2021tojust58uptoApril2022.

NumberofSPACIPOsintheUSfrom2019to2022

+147%

700

613

600

500

400

300

200

100

80

60

40

20

0

NikolaLucidLordstownFiskerArrivalFaraday

MotorsFuture

6

248

100

0

59

58

April2022

2019

2020

2021

Withrisinginflationandrecessionfears,currentandfuturestart-upsseekingtocontinueandexpandtheiroperationswillfinditmoredifficulttoraisenecessary

Analysis,SEC,Statista,Nasdaq

Regulatorycheckshavebeenmorerigorousfor

traditionalIPOsthanforaSPACmerger,which

wascharacterizedbyacomparativelackof

underwritingandfinancialduediligence.Fearing

thatthesystemwasoverlylax,theSECintheUS

haslaunchedacrackdown,proposingan

expansionofunderwriterliabilityandgreater

disclosureofinformation.Ithasalsoopened

investigationsintosomeBEVcompanies.

Strategy&

Source:Autofacts

TeslaModelY

82,880

FordMustangMach-E15,491

HyundaiIoniq5

10,776

KiaEV6

9,508

KiaNiroEV

6,074

2.Analystinsights

BEVsalestogrowwithnewproductintroductions

TopBEVmodelssofarin2022

4

5

6

7

8

9

10

Strategy&

USA*

EuropeanTop4

ModelSalesJan-May’22

ModelSalesJan-Jun’22

Fiat500electric

24,649

TeslaModel3

21,023

74,092

TeslaModel3

RenaultZOE

15,580

TeslaModelS

15,126

13,008

DaciaSpring

Peugeot208EV

14,851

TeslaModelX

13,664

9,594

TeslaModelY

RenaultTwingoEV13,560

NissanLEAF

7,178

HyundaiKonaElectric11,752

VolkswagenID.4,ID.58,989

Polestar2

8,667

4,118

OpelCorsa-e

Source:AutofactsAnalysis,KBA,AAAData,DGT,UNRAE,CPCA,BYD,InsideEVs*Registrationdatausedasaproxyofsales,non-exhaustivelistbasedonavailableinformation

China

ModelSalesJan-Jun’22

WulingHongguangMini188,653

133,666

TeslaModelY

BYDHanEV

65,024

63,909

TeslaModel3

LiXiangOne

60,403

58,263

BYDDolphin

BYDYuanPlus

54,664

CheryQQIceCream54,097

ChanganBenbenEV51,328

BYDQinPlusEV49,976

7

3.Electricvehiclesalesdata

UpcomingBEVswilldrivemarketgrowth

Q12022

Toyota

bZ4X

Cadillac

Lyriq

Q22022

Hyundai

Ioniq6

Q32022

Q42022

NIO

ET5

Polestar

Xpeng

G9

Polestar3

Ford

F-150Lightning

Aito

M7

Ora

PunkCat

BMW

i7

Arrival

Van

BYD

Sealion

BMW

iX1

Toyota

bZ3

BYD

YuanPlus

LiXiang

L9

Fisker

Ocean

Source:S&PGlobalStartofProductionForecast(June2022)

Strategy&8

820.040%

5,583.9

6.000

5.000

4.000

3.000

2.000

1.000

0

43%

3,913.7

3.Electricvehiclesalesdata

EVsales

continuetorise

ElectricVehicles(EVs*)

KeyMarkets

June21vs.June22(in’000units)

1,150.1

1.400

1.200

1.000

800

600

400

200

0

June21

June22

YTDJune21vs.YTDJune22(in’000units)

YTDJune21

YTDJune22

WE5+5ChinaUSA

Strategy&

*EV=BatteryElectric+Plug-inHybrids+FullHybrids9

657.3

700

600

500

400

300

200

100

0

79%

367.2

1,627.1

3.Electricvehiclesalesdata

BEVscontinuetheir

growthpathinChina

BatteryElectricVehicles

KeyMarkets

June21vs.June22(in’000units)

June21

June22

YTDJune21vs.YTDJune22(in’000units)

2,952.7

82%

3.500

3.000

2.500

2.000

1.500

1.000

500

0

YTDJune21

YTDJune22

WE5+5ChinaUSA

10

Strategy&

250

200

205.9

38%

149.6

150

100

50

0

1.200

1.000

800

600

400

200

0

1,022.4

41%

725.3

3.Electricvehiclesalesdata

Plug-insales

decreasedinWE5+5

Plug-inHybrid

KeyMarkets

June21vs.June22(in’000units)

June21

June22

YTDJune21vs.YTDJune22(in’000units)

YTDJune21

YTDJune22

WE5+5ChinaUSA

11

Strategy&

391,000

PHEV

-14%

2,051,000

Total

+4%

4.WesternEuropeTop5andotherEuropeanmarkets

Western

Europe5+5

EuropeanTop5:France,Germany,Italy,Spain,andUK

WE5+52022H1Comparisonto2021H1

+27%

576,000

BEV

Despiteacomparativeslowdowningrowthduringthefirsthalfoftheyeardue

tocontinuingproblemswiththesupplyofparts,BEVsalesinthetop5

Europeanmarketsstillgrewby24%fromthecorrespondingperiodin2021.

Hybrid

+1%

1,084,000

ThehighestgrowthinthisperiodwasregisteredbytheUK,upby56%inH1

2022vs.H12021.TheBEVmarketshareintheUKnowstandsat14%.Ina

moveindicatinghowmainstreamBEVshavenowbecome,theUK

governmenthasevenremovedthe£1,500grantforEVpurchases.Germany

alsoseekstoreduceBEVincentivessignificantlystartingin2023,whilePHEV

incentivesaretoexpirebytheendofthisyear.

FocusMarket:Turkey

Turkey,asapotentialfutureBEVproducer,hasvoicedmajorambitionstobecomealeadingBEVmarket.BEVsalesinTurkeyduringH12022increasedby154%YoYto2,263units.PHEVsales,ontheotherhand,remainedrelativelyflat(+0%YoYat294units).Overall,totalEVsincreasedsalesby9%YoYduringthefirsthalfof2022,accountingforamarketshareof8%.

France’sBEVsalesperformanceinthefirsthalfoftheyearwasalsostrong,

up29%fromH12021.Germany’sgrowthslowedto13%,possiblyhampered

byproblemswithpartssupplies.However,Germanystillboaststhehighest

absolutenumberofBEVsalesintheEuropeantop5byacomfortablemargin.

OtherEuropeanmarkets:(+5)

Strategy&

12

IntheotherEuropeanmarkets,theNetherlandsandSwedenrecordedthe

largestincreasesinBEVsales,upby82%and77%respectivelyinH12022

vs.H12021.Sweden’sBEVmarketsharehasenjoyedasignificantincrease

intherecentperiod,treblingfrom9%intheyear2020to27%inH12022.The

NetherlandsBEVmarketbenefitsfromawell-developedcharging

infrastructure.

+29%

95,000

PHEV

837,000

+31%

4.UnitedStates

UnitedStates

USA

Comparisonto2021H1

USA

2022H1

+78%

323,000

BEV

Aftertakingsometimetogainmomentum,theUSBEVmarkethas

beencontinuingitsrecentrapidrise,upby78%inH12022in

comparisonwiththesameperiodin2021.TheBEVmarketshare

hastripledinthespaceof18months,upfrom1.6%fortheyear

2020to4.8%inH12022.

Hybrid

+9%

419,000

Total

Thisbelatedgrowthissettocontinueapace.AlthoughTeslaisthe

frontrunnerintheBEVmarketbyaveryconsiderablemargin,other

topUSOEMs,suchasFordandGeneralMotors,arevyingforthe

numbertwospot.TheyareinvestingheavilyinnewBEVplantsand

modelsinanattempttosatisfymushroomingcustomerdemand,

meettougherfueleconomytargets,andshowinvestorsthattheyare

makingthenecessarytransitiontoanBEV-centeredfuture.Even

BEVstart-upssuchasLucidandRivianarestartingtorecorda

meaningfulvolumeofsales.

13

Strategy&

4.ChinaandothercountriesinAsia

Chinaandother

countriesinAsia

China

China*2022H1Comparisonto2021H1

+107%

2,054,000

BEV

+170%

537,000

105,000

PHEV

Hybrid

Total

+5%

BEVsalesinChinahitthetwomillionmarkinthefirsthalfof2022,more

thandoublingincomparisonwiththesameperiodin2021.OEMs’focus

onBEVsensuredthatthishugegrowthmaterializedinthefaceoffurther

Covidoutbreaksandrestrictions,whichdisruptedsupplychainsand

weakeneddemand.PHEVgrowthwasevensteeperinthisperiod,rising

by170%,andissettobefurtherbolsteredbythearrivalthisyearof

severalnewPHEVmodels.

Japan

+108%

2,696,000

AlthoughthemarketshareofJapan’sEVmarketisnowmorethan50%,it

reliesalmostexclusivelyonthesaleofhybrids.BEVsalesgrewby76%in

H12022vs.H12021,butfromarelativelylowbase.TheBEVmarket

shareiscurrentlyjust1%.

SouthKorea

BEVsalesinSouthKoreaincreasedby68%inH12022fromthe

equivalentperiodin2021,continuingitsrapidrecentgrowth.TheBEV

marketsharenowstandsat10%,comparedtojust2%in2020.

*Partiallyestimated

14

Strategy&

5.Rankings

SharesofEVregistrations

EVregistrationsYTDJune2022

WE5+5

4,495,182

Totalregistrations

EVregistrations

2,051,060

54,4%

24,1%

8,7%

12,8%

ofwhichBEV

ofwhichPHEV

ofwhichHybrid

575,756

390,834

1,084,470

87,6%

USA

6,748,683

Totalregistrations

EVregistrations

836,804

1,4%

4,8%

6,2%

ofwhichBEVofwhichPHEVofwhichHybrid

322,903

94,590

419,312

China

12,047,000

Totalregistrations

EVregistrations

2,696,059

ICEBEVPHEVHybrid

Strategy&

77,6%

17,0%

4,5%

0,9%

ofwhichBEV

ofwhichPHEV

ofwhichHybrid

2,054,000

536,959

105,100

15

2

Plug-inHybridVehicleAssembly

2022Fvs.2027F(inmillionunits)

8

677%

4

4.9

2.8

2

0

2022F

2027F

4

FullandMildHybridVehicleAssembly

2022Fvs.2027F(inmillionunits)

3026.5

25

20

15

10

5

0

142%

11.0

2022F

2027F

6.Electricvehicleassemblyforecast

Electrifiedvehicleassemblyforecastbyregion

EVAssemblybyRegion

2022Fvs.2027F(inmillionunits)

57.8

2027F

174%

70

60

50

40

30

20

10

0

2022F

21.1

1

BEVVehicleAssembly

2022Fvs.2027F(inmillionunits)

26.430

260%

18

0

2022F2027F

6

7.3

3

24

12

Western+CentralEuropeChinaNAFTAAsia-Pacific(w/oChina)RoW

Strategy&Source:AssemblyForecastbyS&PGlobal,June2022Release16

5

6.Electricvehicleassemblyforecast

Electricvehicleassemblyforecast

GlobalEVassemblybypowertraintype

2019‒2027F(inmillionunits,percent)

60

70

174%

50(2022F–2027F)

40

30

20

10

0

2019

2020

PHEV

2021

Hybrid

2022F

BEVGrowth

2023F

2024F

2025F

2026F

2027F

PHEVGrowth

BEV

HybridGrowth

140%

120%

100%

80%

60%

40%

20%

0%

-20%

Strategy&Source:AssemblyForecastbyS&PGlobal,June2022Release17

Quarter

Launch

Brand

Model

Arrival

Van

2022

Q3

BMW

2022

Q3

i7

Citroen

2022

C4X

Q4

7.Electricvehiclemodellaunches

Overview:

Aiways

Q4

U6

2022

Avatr

Q3

E-SUVEV

2022

iX1

Q4

2022

BMW

BEVmodel

launches

2022notexhaustive

Origin

Q4

2022

Cruise

Denza

2022

Q3

D9

Dongfeng

Q4

2022

D-SedanEV

Fisker

Ocean

2022

Q4

Q3

C+CUVEV

2022

Geely

Lexus

2022

Q4

RZ

Eletre

Q4

2022

Lotus

CyberE

2022

MG

Q4

Q4

S

2022

Neta

Strategy&Source:S&PGlobalStartofProductionForecast(June2022)18

Quarter

Launch

Brand

Model

Niutron

2022

Q4

NV

Polestar3

Polestar

2022

Q4

Toyota

2022

bZ3

Q4

7.Electricvehiclemodellaunches

Overview:

Q3

NIO

2022

ET5

PaoII

Q4

POER

2022

Q4

C-CUVEV

2022

Togg

BEVmodel

launches

2022notexhaustive

ID.Buzz

Q3

2022

Volkswagen

2022

WM

Q3

M7

Jiachen

Q3

2022

Wuling

Xpeng

2022

Q3

G9

Q3

002

2022

Zeekr

Strategy&Source:S&PGlobalStartofProductionForecast(June2022)19

Launch

Brand

Model

AlfaRomeo

Stelvio

2025

Arrival

Car

2023

BMW

2023

i5

7.Electricvehiclemodellaunches

Overview:

Acura

2024

ADX

Arcfox

C-Sedan

2023

Audi

A6e-tron

2024

BEVmodel

launches

2023‒2026notexhaustive

Canoo

LifestyleVehicle

2023

EquinoxEV

Chevrolet

2023

Chevrolet

SilveradoEV

2023

C3Aircross

Citroen

2023

Fiat

Panda

2024

Fisker

PEAR

2024

Geely

C-SedanEV

2024

Hyundai

Ioniq7

2024

CherokeeSportEV

2024

Jeep

Strategy&Source:S&PGlobalStartofProductionForecast(June2022)20

Launch

Brand

Model

Kia

2023

EV7

Kia

2024

EV5

2023

ES5

NIO

7.Electricvehiclemodellaunches

Overview:

Kia

EV9

2023

Kia

2024

EV4

Lucid

Gravity

2024

BEVmodel

launches

2023‒2026notexhaustive

Nissan

BluebirdSylphy

2025

Manta

Opel

2025

Polestar

Polestar5

2024

Porsche

Macan

2023

Rivian

R1X

2023

Cybertruck

Tesla

2023

Tesla

2023

Roadster

Volkswagen

2023

ID.7

Volkswagen

2026

Trinity

Strategy&