美国东部时间2023年11月8日下午3：41

作者：马克·凯恩https://cdn.motor1.com/images/mgl/eoR3LE/s3/byd-seal.jpg

2023 年前 9 个月售出超过 940 万辆插电式电动汽车，约占全球汽车总销量的 16%。今天，我们将看看谁是最大的充电汽车制造商（汽车集团）。

根据研究员Jose Pontes分享的EV-Volumes数据，五家原始设备制造商继续占所有插电式汽车销量的一半以上。

在此处查看 9 月和年初至今的销售业绩。

首先，我们将首先检查整个插电式市场中顶级OEM的数量和份额，然后是电池电动细分市场。

插电式混合动力车 （BEV + PHEV）

在结合了纯电动汽车（BEV）和插电式混合动力汽车（PHEV）的插电式汽车类别中，前五名包括比亚迪、特斯拉、大众集团、吉利-沃尔沃和上汽集团。这五家集团在 2023 年第一季度至第三季度期间销售了超过 510 万辆可充电汽车，将可充电汽车份额从一年前的 52% 增加到 54.7%。

比亚迪不仅仍是最大的集团，注册量超过200万辆，而且其在该细分市场的份额增长速度快于其他整车厂，达到21.9%（去年同期为17.3%）。

特斯拉保持其第二名的位置（仅提供全电动汽车），销量超过130万辆，份额为14%（略高于一年前的13.3%）。

比亚迪和特斯拉合计占整个插电式市场近36%（高于一年前的30.6%）。这真是令人印象深刻。

第三大原始设备制造商大众汽车集团（Volkswagen Group）记录了683,921辆新插电式汽车注册，然而，其在该细分市场的份额从8%下降到7.2%。

吉利-沃尔沃在今年前九个月排名第四，销量为579,005辆，份额为6.1%（高于去年同期的5.7%），而上汽集团的注册量为514,670辆，从7.6%下降到5.4%。

其他整车厂的比例低于5%：Stellantis（4.6%）、宝马集团（4.1%）、广汽集团（4.1%）和现代汽车集团（4.0%）。

2023 年第一季度至第三季度插电式汽车注册量（与上一年相比）：

1. 比亚迪集团：2,070,528辆，份额21.9%（17.3%）
2. 特斯拉：1,323,868 辆，份额为 14%（前值为 13.3%）
3. 大众汽车集团：683,921辆，份额为7.2%（去年同期为8.0%）
4. 吉利-沃尔沃：579,005辆，份额为6.1%（前值为5.7%）
5. 上汽集团（包括上汽通用五菱）：514,670辆，份额为5.4%（上汽通用五菱）：5.4%（上汽通用五菱）：5.4%（上汽通用五菱）：514,670辆，市场份额为5.4%（上汽通用五菱）

前 5 名总计：5,171,992 和 54.7% 份额 其他：4,287,027 和 45.3% 份额
总计：9,459,019

纯电动汽车 （BEV）

在全电动汽车注册方面，专注于纯电动汽车的特斯拉是顶级制造商（这里没有变化）。该公司注意到超过130万辆注册车，占BEV细分市场的20.1%（一年前为18.5%）。这意味着，尽管这么多年，特斯拉的扩张速度仍然快于行业平均水平。

比亚迪排名第二，略高于100万辆，在纯电动汽车细分市场中的份额为15.9%（高于一年前的11.9%）。这种巨大的增长可能很快就会让比亚迪与特斯拉齐头并进——这几乎发生在第三季度，我们在这里详细描述了这一点。

特斯拉和比亚迪合计占所有纯电动汽车销量的36%，而一年前为30.4%。再过一年这样的增长，他们可能会达到40%。

排名第三的整车厂大众汽车集团（Volkswagen Group）在纯电动汽车领域的份额也有所增加，但仅从一年前的7.4%略微上升到2023年第一季度至第三季度的7.7%。这并不多。

中国上汽集团和广汽集团分别占7.5%和5.7%的份额。

总体而言，前五名从一年前的53%上升到现在的近57%，这表明在大多数情况下，前五名以外的公司正在努力跟上领头羊的步伐。

2023 年第一季度至第三季度的全电动汽车注册量（与上一年相比）：

1. 特斯拉：1,323,868 辆，份额为 20.1%（前值为 18.5%）
2. 比亚迪集团：1,048,513辆，份额15.9%（11.9%）
3. 大众汽车集团：510,204辆，份额7.7%（7.4%）
4. 上汽集团（包括上汽通用五菱）：491,633辆，份额份额7.5%（上汽通用五菱）：491,633辆，份额份额7.5%（上汽通用五菱）：491,633辆，份额7.5%（上汽通用五菱）
5. 广汽集团：373,718辆，占5.7%

前 5 名总计：3,747,936 和 56.9% 份额
其他：超过 280 万和 43.1%
份额 总计：超过 650 万

来源： Jose Pontes （EV Volumes data） - CleanTechnica

原文如下：

BYD, Tesla Expand Their Share In Global EV Market: Q1-Q3 2023 Ranking

More than one third of new rechargeable cars are either from BYD or Tesla.

Nov 08, 2023 at 3:41pm ET

By: Mark Kane

More than 9.4 million plug-in electric cars were sold during the first nine months of 2023, accounting for about 16 percent of the total car sales globally. Today, we will take a look at the largest manufacturers (automotive groups) of rechargeable cars.

According to EV-Volumes data, shared by researcher Jose Pontes, five OEMs continued to be responsible for more than half of all plug-in car sales.

First, we will check out the volume and share of the top OEMs in the overall plug-in market first and then in the battery-electric segment.

Plug-ins (BEVs + PHEVs)

In the plug-in category, which combines battery electric cars (BEV) and plug-in hybrid cars (PHEV), the top five include BYD, Tesla, Volkswagen Group, Geely-Volvo, and SAIC. Those five groups sold more than 5.1 million rechargeable cars during the Q1-Q3 2023 period increasing the rechargeable car share to 54.7 percent (from 52 percent a year ago).

BYD not only remains the largest group with over two million units registered but its share in the segment is growing faster than in the case of other OEMs, reaching 21.9 percent (up from 17.3 percent a year ago).

Tesla maintains its second-place position (offering only all-electric cars), with more than 1.3 million units sold and a 14 percent share (slightly more than 13.3 percent a year ago).

BYD and Tesla together represent nearly 36 percent of the total plug-in market (up from 30.6 percent a year ago). That's pretty impressive.

The third largest OEM – the Volkswagen Group – noted 683,921 new plug-in car registrations, however, its share in the segment decreased from eight percent to 7.2 percent.

Geely-Volvo, in fourth place after the first nine months of the year, noted 579,005 units sold and a 6.1 percent share (up from 5.7 percent a year ago), while SAIC, with 514,670 registrations, was down from 7.6 percent to 5.4 percent.

Other OEMs are below five percent: Stellantis (4.6 percent), BMW Group (4.1 percent), GAC (4.1 percent) and Hyundai Motor Group (4.0 percent).

Plug-in car registrations in Q1-Q3 2023 (vs previous year):

1. BYD Group: 2,070,528 and 21.9% share (vs. 17.3%)
2. Tesla: 1,323,868 and 14% share (vs. 13.3%)
3. Volkswagen Group: 683,921 and 7.2% share (vs. 8.0%)
4. Geely-Volvo: 579,005 and 6.1% share (vs. 5.7%)
5. SAIC (incl. SAIC-GM-Wuling): 514,670 and 5.4% share (vs. 7.6%)

Top 5 total: 5,171,992 and 54.7% share
Others: 4,287,027 and 45.3% share
Total: 9,459,019

Battery-Electric Vehicles (BEVs)

In terms of all-electric car registrations, the BEV-focused Tesla is the top manufacturer (no change here). The company noted over 1.3 million registrations, which is 20.1 percent of the BEV segment (compared to 18.5 percent a year ago). It means that despite all the years, Tesla is still expanding faster than the industry average.

BYD, which is second best, noted slightly over one million units and a 15.9 percent share in the BEV segment (up from 11.9 percent a year ago). This huge growth might soon allow BYD to match Tesla – it almost happened in Q3, which we described in detail here.

Tesla and BYD combined are responsible for 36 percent of all BEV sales, compared to 30.4 percent a year ago. With another year of growth like that, they might be at 40 percent.

The third-best OEM – Volkswagen Group – also increased its share in the BEV segment, but only slightly from 7.4 percent a year ago to 7.7 percent in Q1-Q3 2023. That's not much.

The two Chinese groups – SAIC and GAC – noted respectively 7.5 percent and 5.7 percent share.

Overall, the top five was up from 53 percent a year ago to almost 57 percent now, which indicates that the companies outside of the top five, in most cases, are struggling to keep up with the leaders.

All-electric car registrations in Q1-Q3 2023 (vs previous year):

1. Tesla: 1,323,868 and 20.1% share (vs. 18.5%)
2. BYD Group: 1,048,513 and 15.9% share (vs. 11.9%)
3. Volkswagen Group: 510,204 and 7.7% share (vs. 7.4%)
4. SAIC (incl. SAIC-GM-Wuling): 491,633 and 7.5% share (vs. 9.8%)
5. GAC: 373,718 and 5.7% share

Top 5 total: 3,747,936 and 56.9% share
Others: over 2.8 million and 43.1% share
Total: over 6.5 million