📊 报告来源：行业研究报告
导语
PwC Autofacts® Market Update Automotive industry outlook July 2026 PwC Autofacts® | Market Update Table of contents 1 Executive summary 2 Industry overview 3 Analyst insights 4 Global and regional market analyses 5 Appendix: Scenarios and assumptions, glossary 2 July 26 PwC Autofacts® | Market Updat…
核心发现
- So far this year, Chinese OEMs have reached an 11% market share, slightly behind Japanese OEMs at 12%
- Vehicle imports from China to the EU more than doubled in H1 2026 Due to overcapacity and weak demand in China, non-BEV exports to the EU increased by 120% YoY during the first half of 2026
- BEV exports also further grew by 44% YoY YTD
- *EU27+UK+EFTA YTD sales delta to 2025 Absolute Relative +418k +6% -222k -3% -2.67m -24% Full year sales 2025 vs
- 2026 China USA Europe* BEV commodity prices forecast Q3 2026 vs
深度解读
PwC Autofacts® Market Update Automotive industry outlook July 2026 PwC Autofacts® | Market Update Table of contents 1 Executive summary 2 Industry overview 3 Analyst insights 4 Global and regional market analyses 5 Appendix: Scenarios and assumptions, glossary 2 July 26 PwC Autofacts® | Market Update Executive summary Global sales in June remained at last year’s level, held back by weakness in China despite growth in Europe* and the US, while high energy and fuel prices continued to weigh on the YTD result *EU27+UK+EFTA 1 2 3 4 5 New registrations reached a record 172,000 units for the month of June, surpassing Japanese OEMs and ranking 3rd in the European* market. So far this year, Chinese OEMs have reached an 11% market share, slightly behind Japanese OEMs at 12%. 12% June market share of Chinese OEMs in Europe* Second quarter BEV sales reached records levels in Europe* and China BEVs reached a record 885,000 units and 24% share in Europe*, while China posted record market shares in each month of Q2, averaging 44%. Used BEVs depreciate more from original list prices than comparable ICE vehicles Used BEVs see 16pp higher depreciation than their ICE equivalents on average, driving up their share in the used market, further supported by elevated fuel prices since March. Vehicle imports from China to the EU more than doubled in H1 2026 Due to overcapacity and weak demand in China, non-BEV exports to the EU increased by 120% YoY during the first half of 2026. BEV exports also further grew by 44% YoY YTD. Purchase incentives for private buyers drive BEV sales in Germany While the BEV share of the market for private buyers was at 20% in FY 2025, the purchase incentives introduced in early 2026 bumped it to a record 33%, proving the success of subsidies. Geopolitical uncertainty around the Strait of Hormuz keeps commodity prices elevated While crude oil prices returned to pre-war levels in early July, they increased again 22% amid the unresolved conflict surrounding the S
一句话总结
PwC Autofacts® Market Update Automotive industry outlook July 2026 PwC Autofacts® | Market Update Table of contents 1 Executive summary 2 Industry overview 3 Analyst insights 4 Global and regional mar…