2023 年全球电动汽车展望(英文 142页)

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Global EV Outlook 2023

Catching up with climate ambitions

Abstract 

The Global EV Outlook is an annual publication that identifies and discusses recent developments in electric mobility across the globe. It is developed with the support of the members of the Electric Vehicles Initiative (EVI). 

Combining historical analysis with projections to 2030, the report examines key areas of interest such as electric vehicle and charging infrastructure deployment, battery demand, electricity consumption, oil displacement, greenhouse gas emissions and related policy developments. The report includes analysis of lessons learned from leading markets to inform policy makers and stakeholders about policy frameworks and market systems for electric vehicle adoption. 

This edition features analysis of the financial performance of EV-related companies, venture capital investments in EV-related technologies, and trade of electric vehicles. Finally, the report makes available two online tools: the Global EV Data Explorer and Global EV Policy Explorer, which allow users to interactively explore EV statistics and projections, and policy measures worldwide. 

Table of contents

Executive summary .... 8

Electric Vehicles Initiative .....13

Trends and developments in EV markets ....... 14

Electric light-duty vehicles ...... 14

Electric heavy-duty vehicles ....... 38

Charging infrastructure ...... 43

Batteries ..... 55

Policy developments and corporate strategy .... 63

Overview .... 63

Policy to develop EV supply chains ....... 66

Policy support for electric light-duty vehicles ..... 72

Policy support for electric heavy-duty vehicles ...... 81

Policy support for EV charging infrastructure ..... 83

A multiplying number of international initiatives and pledges ..... 86

Electrification plans by original equipment manufacturers (OEMs) .... 89

Global spending on electric cars continues to increase ..... 93

Finance, venture capital and trade ..... 95

Prospects for electric vehicle deployment ....... 107

Outlook for electric mobility ...... 107

Battery demand ....... 121

Charging infrastructure .... 123

Impact on energy demand and emissions ....... 129

General annex ..... 137

摘要

《全球电动汽车展望》是一份年度出版物，确定和讨论全球电动汽车的最新发展。 它是在电动汽车倡议 (EVI) 成员的支持下开发的。

该报告将历史分析与到 2030 年的预测相结合，研究了电动汽车和充电基础设施部署、电池需求、电力消耗、石油置换、温室气体排放和相关政策发展等关键领域。 该报告分析了从主要市场吸取的经验教训，以便为政策制定者和利益相关者提供有关电动汽车采用的政策框架和市场体系的信息。

本版重点分析电动汽车相关公司的财务业绩、电动汽车相关技术的风险投资以及电动汽车贸易。 最后，该报告提供了两个在线工具：全球电动汽车数据浏览器和全球电动汽车政策浏览器，它们允许用户以交互方式探索全球电动汽车统计数据和预测以及政策措施。

目录

执行摘要...... 8

电动汽车倡议.....13

电动汽车市场的趋势和发展......... 14

电动轻型车...... 14

电动重卡....... 38

充电基础设施...... 43

电池..... 55

政策发展和公司战略...... 63

概述.... 63

发展电动汽车供应链的政策......... 66

电动轻型车的政策扶持......... 72

电动重型车的政策支持...... 81

电动汽车充电基础设施的政策支持...... 83

越来越多的国际倡议和承诺...... 86

原始设备制造商 (OEM) 的电气化计划...... 89

全球在电动汽车上的支出持续增加..... 93

金融、风险投资和贸易...... 95

电动汽车部署前景......... 107

电动汽车的前景...... 107

电池需求....... 121

充电基础设施...... 123

对能源需求和排放的影响......... 129

总附件..... 137