中国石化新闻网讯 据钻井地带网站3月3日报道，Rystad Energy本周在发给钻井地带网站的一份声明中指出，全球电动汽车市场正遭受迄今为止最严重的月度销量暴跌。
根据该公司的研究，2023年1月全球售出电动汽车67.2万辆，Rystad强调，这几乎是2022年12月销量的一半，比2022年1月同比增长3%。该公司还透露，电动汽车在所有乘用车销售中的市场份额从2022年12月的23%下降到2023年1月的14%。
Rystad声明中包含的一张可以追溯到2021年1月的图表显示，电动汽车的销量和市场份额在2022年12月达到峰值。图表显示，在2022年的12个月中，电动汽车的销量有7个月增长，从2022年1月到2022年12月，市场份额几乎翻了一番。
Rystad在发给Rigzone的声明中表示，税收抵免和政府补贴迄今为止支撑了电动汽车市场，并指出，今年这些补贴的减少或取消打击了消费者信心。该公司表示，汽车市场通常是周期性的，在每年年初新的补贴规定生效后，销量会受到打击，然后逐渐复苏，但补充说，2023年1月的削减“比正常情况下受到的打击更大，引发了这场戏剧性的崩溃”。
Rystad在声明中警告称，此举的影响将是“持久的”，并概述了这将影响今年第一季度的销售，“可能还会影响2023年余下的时间”。
Rystad Energy的清洁技术分析师阿比谢克·穆拉里(Abhishek Murali)在一份公司声明中表示：“全球电动汽车市场的格局正在发生变化。”
“消费者对电动汽车的需求依然强劲，但很明显，税收抵免和补贴在说服消费者转向电动汽车方面仍然发挥着重要作用。汽车制造商可能别无选择，只能以降价作为回应。”
Rystad上月在其网站上发布的另一份声明中指出，电动汽车的采用正接近抵消全球现役汽车数量年度增长所需的水平。
Rystad当时表示：“由于疫情引发的航空业持续疲软以及电动汽车的加速普及，交通运输排放增加了0.2亿吨/年，到2022年达到7.8亿吨/年，低于疫情前8.2亿吨/年的峰值。”
在去年10月发布在Rystad网站上的另一份声明中，Rystad透露，其数据显示，“如果要实现各国为电动汽车普及设定的目标，充电点的部署就需要加大，这往往是净零排放削减计划的一个组成部分”。
该声明还强调，Rystad当时的研究表明，“公共充电基础设施并不是电动汽车快速普及的限制因素，尤其是在新兴市场”。
Rystad在声明中表示：“在德国、法国和荷兰等国家，充电基础设施的增长与电动汽车销量之间没有直接联系。”
他补充说：“对消费者来说，更重要的是一些问题，比如油价飙高或电动汽车价格高企。”
寿琳玲 编译自 Rigzone
原文如下：
Global Electric Vehicle Market Reeling
The global electric vehicle market is reeling from>According to the company’s research, 672,000 units were sold in January 2023, which Rystad highlighted was almost half of December 2022 sales and a three percent year>A graph included in Rystad’s statement stretching back to January 2021 showed that electric vehicle sales and market share peaked in December last year. Electric vehicle sales increased in seven out of 12 months in 2022, according to the graph, which showed that market share almost doubled from January 2022 to December 2022.
In the statement sent to Rigzone, Rystad stated that tax credits and government subsidies have propped up the electric vehicle market to date and noted that the reduction or removal of these subsidies this year has dampened consumer sentiment. The company said the automotive market is usually cyclical with sales taking a hit after new subsidy rules come into effect at the start of each year followed by a gradual recovery, but added that the cuts in January 2023 “hit harder than normal, triggering this dramatic collapse”.
Rystad warned in the statement that the ramifications of this will be “long-lasting” and outlined that it will impact sales through the first quarter of the year “and potentially the rest of 2023”.
“The sands are shifting for the global EV market,” Abhishek Murali, a clean tech analyst with Rystad Energy, said in a company statement.
“Consumer appetite for electric cars remains strong, but it’s clear that tax credits and subsidies still play a significant role in convincing consumers to make the switch. Carmakers may have no option but to respond with reduced prices,” he added.
In a separate statement posted>“Transport emissions increased by 0.2 Gtpa (gigatons per annum) to reach 7.8 Gtpa in 2022 – falling short of pre-Covid peaks of 8.2 Gtpa due to the continued weakness of the aviation sector, triggered by the pandemic and accelerating penetration of electric vehicles,” Rystad stated at the time.
In another statement published>That statement also highlighted that Rystad research showed, at the time, that “public charging infrastructure is not a limiting factor to the fast adoption of electric vehicles, especially in nascent markets”.
“In countries such as Germany, France, and Netherlands, there is no direct correlation between the growth of charging infrastructure and the number of electric vehicles sold,” Rystad said in that statement.
“Of far more significance to consumers are issues such as high fuel prices for combustion engines or high sticker prices for electric vehicles,” Rystad added.
