澳大利亚电动汽车行业市场前景及投资研究报告-外文版培训课件2024.8小米SU7吉利

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TRENDSElectricvehiclesinAustraliaCHAPTER

01GlobaloverviewRevenueintheelectricvehiclesmarketWorldwidefrom2016to2028(inbillionU.S.dollars)RevenueintheelectricvehiclesmarketWorldwide2016-20281,000900800700600500400300200100020162017201820192020202120222023202420252026202720283Description:Theglobalindicator'ElectricVehiclesRevenue'intheelectricvehiclesmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal283.4billionU.S.dollars(+45.46percent).Afterthetwelfthconsecutiveincreasingyear,theindicatorisestimatedtoreach906.7billionU.S.dollarsandthereforeanewpeakin2028.Notably,theindicator'ElectricVehiclesRevenue'oftheelectricvehiclesmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2016to2028Source(s):MarketInsightsEstimatedplug-inelectriclightvehiclesalesworldwidefrom2015to2023(inmillionunits)Plug-inelectriclightvehiclesalesworldwide2015-202316141210813.710.36.56432.22.1201.20.70.52015201620172018201920202021202220234Description:Itisestimatedthat2023sawplug-inelectriclightvehicle(PEV)salesofaround13.7millionunits.TheChinesemarketpickedupsteamafteraperiodofslowdownin2020,asvehiclemanufacturinganddemandwasatastandstillduetotheCOVID-19pandemic.Meanwhile,electricvehiclesalesinsomeofEurope'sfivelargestmarketssurgedin2023.ReadmoreNote(s):Worldwide;2015to2023Source(s):IEAVolumeintheelectricvehiclesmarketWorldwidefrom2016to2028(inthousandvehicles)VolumeintheelectricvehiclesmarketWorldwide2016-202818,00016,00014,00012,00010,0008,0006,0004,0002,000020162017201820192020202120222023202420252026202720285Description:Theglobalindicator'VehicleSales'intheelectricvehiclesmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal5.3millionvehicles(+44.92percent).Afterthetwelfthconsecutiveincreasingyear,theindicatorisestimatedtoreach17.1millionvehiclesandthereforeanewpeakin2028.Notably,theindicator'VehicleSales'oftheelectricvehiclesmarketwascontinuouslyincreasingoverthepastyears.ReadmoreNote(s):Worldwide;2016to2028Source(s):MarketInsightsGlobalplug-inelectricvehiclemarketsharein2023,bymainmanufacturerPlug-inelectricvehiclemarketsharebymanufacturer2023Marketshare0%5%10%15%20%25%30%35%40%45%50%BYDTeslaInc.22%13.2%VWGroup7.3%Geely-VolvoCarGroupSAIC*6.8%5.8%Others45%6Description:BYDwasrankedasthebest-sellingelectricvehiclemanufacturerworldwideaftersellingoverthreemillionunitsin2023afterovertakingTeslaasthebest-sellingelectricvehiclemanufacturerinthepreviousyear.BYD'ssalesvolumetranslatesintoamarketshareofaround22percent.TeslaandtheVolkswagenGroupwereamongtherunners-up.ReadmoreNote(s):Worldwide;2023;*IncludesSAIC-GM-Wuling.ReadmoreSource(s):EV-V;InsideEVsProjectedsizeoftheglobalelectricvehiclefleetbetween2022and2025(inmillionunits)Globalelectricpassengervehiclefleetsize2022-2025908070605040773020201002022*20257Description:Itisexpectedthattherewillbe77millionpassengervehiclesintheglobalelectricvehiclefleetby2025,upfromanestimated20millionunitsasofmid-year2022.Thatyear,globalelectricpassengervehiclesrepresentedaround1.5percentoftheglobalfleet.ReadmoreNote(s):Worldwide;2022;*Asofmid-year2022ReadmoreSource(s):BloombergNEFCHAPTER

02RegionaloverviewNumberofelectriccar(EV)salesintheAsia-Pacificregionin2023,byselectedcountry(in1,000s)NumberofEVsalesAPAC2023,bycountryElectriccarsalesinthousands4,000

5,00001,0002,0003,0006,0007,0008,0009,000ChinaJapan8,100140SouthKoreaAustraliaIndia136.39882NewZealand389Description:In2023,ChinaexperiencedthemostelectriccarsalesthroughouttheAsia-Pacificregion,withovereightmillionelectriccarssold.Comparatively,approximately38thousandelectriccarsweresoldinNewZealandin2023.

ReadmoreNote(s):Asia,APAC;2023Source(s):IEAMarketshareofelectriccars(EV)intheAsia-Pacificregionin2023,byselectedcountryEVmarketshareAPAC2023,bycountryMarketshare20%0%5%10%15%25%30%35%40%ChinaNewZealandAustraliaSouthKoreaJapan38%14%12%7.9%3.6%India2%10Description:In2023,electricvehiclesaccountedfor38percentoftheautomotivemarketsalesinChina.Comparatively,electricvehiclesaccountedforapproximatelytwopercentoftheautomotivemarketinIndiain2023.

ReadmoreNote(s):Asia,APAC;2023;salesshareSource(s):IEANumberofpubliclyaccessibleelectricvehiclechargersintheAsia-Pacificregionin2023,bycountry(in1,000s)NumberofEVchargersAPAC2023,bycountryNumberofchargersinthousands1,000

1,50005002,0002,5003,000ChinaSouthKoreaJapan2,70020131.6India10.9AustraliaThailand2.762.271.140.71NewZealandIndonesia11Description:In2023,therewereapproximately2.7millionpubliclyaccessibleelectricvehiclechargersinChina.Incomparison,therewereoversevenhundredpubliclyaccessibleelectricvehiclechargersinIndonesiain2023.

ReadmoreNote(s):Asia,APAC;2023Source(s):IEANumberofpubliclyaccessibleelectricvehiclefastchargersintheAsia-Pacificregionin2023,bycountry(in1,000s)NumberofEVfastchargersAPAC2023,bycountryNumberofchargersinthousands02004006008001,0001,2001,400ChinaSouthKoreaJapan1,200219.6India4.1NewZealandThailand0.860.770.66AustraliaIndonesia0.1312Description:In2023,therewereapproximately1.2millionpubliclyaccessiblefast-chargingelectricvehiclechargersinChina.Incomparison,therewerearound130publiclyaccessiblefast-chargingelectricvehiclechargersinIndonesiain2023.

ReadmoreNote(s):Asia,APAC;2023Source(s):IEANumberofpubliclyaccessibleelectricvehicleslowchargersintheAsia-Pacificregionin2023,bycountry(in1,000s)NumberofEVslowchargersAPAC2023,bycountryNumberofchargersinthousands02004006008001,0001,2001,4001,600ChinaSouthKoreaJapan1,50018022India6.8AustraliaThailand2.11.5IndonesiaNewZealand0.580.2813Description:In2023,therewereapproximately1.5millionpubliclyaccessibleslow-chargingelectricvehiclechargersinChina.Incomparison,therewerearound280publiclyaccessibleslow-chargingelectricvehiclechargersinNewZealandin2023.

ReadmoreNote(s):Asia,APAC;2023Source(s):IEALeadingconcernsregardingbatteryelectricvehicles(BEVs)inAsiain2023,bycountryandsubregionTopconcernsregardingBEVsAsia2023,bycountryChina42%India43%42%Japan48%South

Korea48%Southeast

Asia45%TimerequiredtochargeLackofpublicelectricvehiclecharginginfrastructure32%39%36%44%Drivingrange40%41%38%21%24%17%18%39%35%40%35%26%27%28%41%36%29%40%27%43%15%36%35%45%30%27%26%17%43%38%38%37%34%33%32%CosttoeventuallyreplacethebatterySafetyconcernswithbatterytechnologyCost/pricepremiumOngoingchargingandrunningcostsLackofchargerathomeLackofknowledgeorunderstandingaboutEVs/EVtechnologyLackofalternatepowersourceathomeUncertainresalevalue12%15%30%24%22%17%13%14%28%25%14Description:Inasurveyconductedin2023,45percentofrespondentsinSoutheastAsiastatedthattheirbiggestconcernregardingbatteryelectricvehicleswastimerequiredtocharge.Anotherconcernfor44percentofrespondentswasthelackofpubliccharginginfrastructure.ReadmoreNote(s):Asia;2023;8,245respondents;18yearsandolderSource(s):DeloitteCHAPTER

03NationaloverviewNumberofregisteredpassengervehiclesinAustraliaasofJanuary2023,byfueltype(in1000,s)PassengervehiclesonregisterinAustralia2023,byfueltypeNumberofvehiclesinthousands6,000

8,00002,0004,00010,00012,00014,000PetrolDiesel12,579.432,202.19HEVs361.58DualFuelBEV/FCEV80.6672.25Other

31.5216Description:AsofJanuary2023,thenumberofpetrolpassengervehiclesregisteredinAustraliawasaround12.5million.Thenumberofregistereddieselpassengervehiclesfollowedwithavalueofabove2.2millionacrossthecountry.

ReadmoreNote(s):Australia;asofJanuary2023Source(s):BITRENumberofelectricvehiclessoldinAustraliafrom2014to2023NumberofelectricvehiclessoldinAustralia2014-2023NumberofelectricvehiclesPlug-in-hybridelectricvehicles30,000

40,000

50,000Batteryelectricvehicles60,000

70,000010,00020,00080,00090,000100,000802012201320142015201620172018201920202021202220231701001909503701,0007607006701,1001,2001,8001,8002,9006,3001,7005,2003,4005,90017,00033,00011,00087,00017Description:In2023,around87thousandbatteryelectricvehiclesweresoldinAustralia.Moreover,thatyearthecountryhadaround11thousandplug-in-hybridelectricvehiclessold.ReadmoreNote(s):Australia;2012to2023Source(s):IEAShareofelectricvehiclessoldinAustraliafrom2014to2023ShareofelectricvehiclessoldinAustralia2014-202314%12%10%8%12%6%5.1%20224%2.8%2%1.2%20191.1%20200.4%20180.3%20170.2%20140.2%20150.2%20160%2021202318Description:In2023,electricvehiclesinAustraliaaccountedforasalesshareof12percent.Thismarkedasignificantincreasecomparedtoashareof5.1percentinthepreviousyear,2022.

ReadmoreNote(s):Australia;2012to2023Source(s):IEAElectricvehiclestockinAustraliafrom2014to2023ElectricvehiclestockinAustralia2014-2023NumberofelectricvehiclesFuelcellelectricvehicles40,000

60,000Plug-in-hybridelectricvehiclesBatteryelectricvehicles100,000

120,000020,00080,000140,000160,000020142015201620172018201920202021202220231,10078002,1001,50002,8002,20003,9003,40005,7005,20008,60012,000010,00017,00014,0004434,0001006521,00067,00031,000150,00019Description:In2023,thebatteryelectricvehiclestockinAustraliaamountedtoabout150thousand.Comparatively,theplug-inhybridelectricvehiclestockwasapproximately31thousandthatyear.ReadmoreNote(s):Australia;2011to2023Source(s):IEAShareofelectricvehiclestockinAustraliafrom2014to2023ShareofelectricvehiclestockinAustralia2014-20231.4%1.2%1.0%0.8%1.2%0.6%0.6%0.4%0.4%0.2%0.0%0.2%20190.2%20200.1%20170.1%20180%0%0%20142015201620212022202320Description:In2023,theshareofelectricvehiclestockinAustraliawas1.2percent.Thefigurehasdoubledcomparedtothepreviousyearwith0.6percent.ReadmoreNote(s):Australia;2012to2023Source(s):IEANumberofregisteredvehiclesinAustraliaasofJanuary2023,bytype(in1,000s)NumberofregisteredvehiclesAustralia2023,bytypeNumberofvehiclesinthousands6,000

8,00002,0004,00010,00012,00014,00016,00018,000PassengervehiclesLightcommercialvehiclesMotorcycles15,327.613,951.79965.24386.61HeavyrigidtrucksLightrigidtrucksArticulatedtrucksBuses187.96120.3497.47Campervans93.51Non-freightcarryingvehicles

37.9321Description:AsofJanuary2023,thetotalnumberofregisteredvehiclesinAustraliawasmorethan21million.Thatyear,thenumberofpassengervehiclesinAustraliaamountedtoapproximately15.33million.Lightcommercialvehicles,whichaccountedforabout3.95million,camenext.ReadmoreNote(s):Australia;asofJanuary2023Source(s):BITREPropulsionsystemsinconsiderationbytypeinAustraliaasofJune2024PropulsionsystemsinconsiderationbytypeinAustralia2024Shareofrespondents0%10%20%30%40%50%60%60%GasolineHybrid(combinationofcombustionandelectricdrive)35%Electric30%DieselBuyingacarisnotanoptionformeOther19%3%1%Don'tknow6%22Description:Whenaskedabout"Propulsionsystemsinconsiderationbytype",mostAustralianrespondentspick"Gasoline"asananswer.60percentdidsoinouronlinesurveyin2024.ReadmoreNote(s):Australia;July2023toJune2024;2025respondents;18-64yearsSource(s):ConsumerInsightsCHAPTER

04CharginginfrastructureNumberofpublicEVcharginglocationsinAustraliain2023NumberofpublicEVcharginglocationsinAustralia20239008008127005836005004003002001000229FastUltrafastTotal24Description:In2023,Australiahadatotalof812publicEVcharginglocations.Theseincluded583fastchargingfacilitiesand229ultrafastchargingstations.ReadmoreNote(s):Australia,AustraliaandOceania;2023Source(s):ElectricVehicleCouncil(Australia)NumberofpublicEVcharginglocationsintheAustralianCapitalTerritory,Australiain2023NumberofpublicEVcharginglocationsintheACTAustralia2023141212108864204FastUltrafastTotal25Description:In2023,theAustralianCapitalTerritoryinAustraliahadatotalof12publicEVcharginglocations.Theseincludedeightfastchargingfacilitiesandfourultrafastchargingstations.ReadmoreNote(s):Australia,AustraliaandOceania;2023Source(s):ElectricVehicleCouncil(Australia)NumberofpublicEVcharginglocationsinNewSouthWales,Australiain2023NumberofpublicEVcharginglocationsinNSWAustralia202325020022916415010050650FastUltrafastTotal26Description:In2023,NewSouthWalesinAustraliahadatotalof229publicEVcharginglocations.Theseincluded164fastchargersand65ultrafastchargers.ReadmoreNote(s):Australia,AustraliaandOceania;2023Source(s):ElectricVehicleCouncil(Australia)NumberofpublicEVcharginglocationsinNorthernTerritory,Australiain2023NumberofpublicEVcharginglocationsinNTAustralia202376665432100FastUltrafastTotal27Description:In2023,theNorthernTerritoryinAustraliahadatotalofsixpublicEVcharginglocations.Allofthesewerefastchargers,withnoultrafastchargersavailableReadmoreNote(s):Australia,AustraliaandOceania;2023Source(s):ElectricVehicleCouncil(Australia)NumberofpublicEVcharginglocationsinSouthAustralia,Australiain2023NumberofpublicEVcharginglocationsinSouthAustraliaAustralia20239080706085504342403020100FastUltrafastTotal28Description:In2023,SouthAustraliahadatotalof85publicEVcharginglocations.Theseincluded42fastchargingfacilitiesand43ultrafastchargingstations.ReadmoreNote(s):Australia,AustraliaandOceania;2023Source(s):ElectricVehicleCouncil(Australia)NumberofpublicEVcharginglocationsinTasmania,Australiain2023NumberofpublicEVcharginglocationsinTasmaniaAustralia20235045403530252015105433850FastUltrafastTotal29Description:In2023,TasmaniainAustraliahadatotalof43publicEVcharginglocations.Theseincluded38fastchargingfacilitiesandfiveultrafastchargingstations.ReadmoreNote(s):Australia,AustraliaandOceania;2023Source(s):ElectricVehicleCouncil(Australia)NumberofpublicEVcharginglocationsinVictoria,Australiain2023NumberofpublicEVcharginglocationsinVictoriaAustralia202325020720016015010047500FastUltrafastTotal30Description:In2023,VictoriainAustraliahadatotalof207publicEVcharginglocations.Theseincluded160fastchargingfacilitiesand47ultrafastchargingstations.ReadmoreNote(s):Australia,AustraliaandOceania;2023Source(s):ElectricVehicleCouncil(Australia)NumberofpublicEVcharginglocationsinQueensland,Australiain2023NumberofpublicEVcharginglocationsinQueenslandAustralia202316015114012010080125604026200FastUltrafastTotal31Description:In2023,QueenslandinAustraliahadatotalof151publicEVcharginglocations.Theseincluded125fastchargingfacilitiesand26ultrafastchargingstations.ReadmoreNote(s):Australia,AustraliaandOceania;2023Source(s):ElectricVehicleCouncil(Australia)NumberofpublicEVcharginglocationsinWesternAustralia,Australiain2023NumberofpublicEVcharginglocationsinWesternAustraliaAustralia20239080706079504039403020100FastUltrafastTotal32Description:In2023,WesternAustraliainAustraliahadatotalof79publicEVcharginglocations.Theseincluded40fastchargingfacilitiesand39ultrafastchargingstations.ReadmoreNote(s):Australia,AustraliaandOceania;2023Source(s):ElectricVehicleCouncil(Australia)CHAPTER

05Publictransport,fuelcostsandaffordabilityTotalweeklycostsofcarfuelperhouseholdincapitalcitiesinAustraliafirstquarter2024(inAustraliandollars)WeeklyfuelcostsincapitalcitiesinAustraliaQ12024CostinAustraliandollars600204080100120BrisbaneCanberraSydney101.63101.63100.83MelbourneHobart99.3198.1796.5296.4694.56AdelaideDarwinPerth34Description:InBrisbane,Australia,inthefirstquarterof2024,theweeklyfuelcostsperhouseholdamountedtoaround101.63Australiandollars.Accordingtothesource,anaveragehouseholdinAustralia'scapitalcitiesspentapproximately98.64dollarsperweekonfuelinthefirstquarterof2024.ReadmoreNote(s):Australia;Q12024Source(s):AAA(Australia)TotalweeklycostsofcarfuelperhouseholdinregionalareasinAustraliafirstquarter2024(inAustraliandollars)WeeklyfuelcostsinregionalareasinAustraliaQ12024CostinAustraliandollars600204080100120121.08140GeelongBunbury118.67LauncestonAliceSpringsMountGambierTownsville112.37109.11106.9276.12WaggaWagga66.6435Description:Inthefirstquarterof2024,theweeklyfuelcostsperhouseholdinGeelongamountedtoover121Australiandollars.Comparatively,averagecarfuelcostsinWaggaWaggawerearound66.6Australiandollars.Accordingtothesource,anaveragehouseholdinregionalareasofAustraliaspentapproximately101.56dollarsperweekonfuelinthefirstquarterof2024.ReadmoreNote(s):Australia;Q12024Source(s):AAA(Australia)TotalweeklycostsofpublictransportperhouseholdincapitalcitiesinAustraliafirstquarter2024(inAustraliandollars)WeeklypublictransportcostsincapitalcitiesinAustraliaQ12024CostinAustraliandollars010203040506059.6770BrisbaneMelbourneSydney5350Perth45.9AdelaideCanberraHobart42.529.7228Darwin2036Description:InBrisbane,Australia,inthefirstquarterof2024,theweeklycostsofpublictransportperhouseholdamountedto59.67Australiandollars.Comparatively,averagepublictransportcostsinDarwinwereapproximately20Australiandollars.Accordingtothesource,anaveragehouseholdinAustralia'scapitalcitiesspentapproximately41.1dollarsperweekonpublictransportinthefirstquarterof2024.ReadmoreNote(s):Australia;Q12024Source(s):AAA(Australia)Totalweeklytransportcostsperhouseholdasp