美國第三季度電動汽車零售報告-Electric Vehicle Retail Sales Report 2024 q3

Quarterly

URBANSCIENCE.

ElectricVehicle

RetailSalesReport

Q32024

Dataasof9/30/24

?2024UrbanScience?.Allrightsreserved.

ReportOverview

Thiselectricvehicle*(EV)retailsalesreportfeaturesUrbanScience’sproprietary2024salesinsightsthrough

September30,2024,forthebatteryelectricvehicle(BEV),plug-inhybridelectricvehicle(PHEV)andhybridelectricvehicle(HEV)segments,andstate-levelsalesinsightsforthenation’stopfivestatesforelectricvehicleretailsalesvolume.

UrbanScience?DataHub?

TheUrbanScience?DataHub?powersouradvancedsolutionswithunparalleledindustrysales**data–updateddaily–thatdoesn’trelyonmodeledordelayedvehicleregistrationdata.Thisexclusiveresourceensuresunmatcheddataaccuracyandimmediacy,covering95%ofnewvehiclesalesand89%ofcertifiedpre-owned(CPO)salesattheRetailDeliveryReporting(RDR)level.

AboutUrbanScience

UrbanScienceisaleadingautomotiveconsultancyandtechnologyfirmthatservesautomotiveoriginalequipmentmanufacturers(OEMs)anddealers,andtheadvertisingtechnologycompaniesthatsupportthem,aroundtheworld.HeadquarteredinDetroitandoperatingin20officelocationsglobally,UrbanSciencetapsthepowerofitsscience

–anditsunrivaleddata,solutionofferingsandindustryexpertise–tocreateclarityforclientsineventhemost

chaoticmarketconditions.VisitUrbanSformoreinformationabouthowUrbanSciencehelpsautomotivemanufacturersanddealersgainacompetitiveedgebytakingtheguessworkoutofcriticalbusinessdecisions,andinturndrivesimprovedefficiencyandprofitabilityindustrywide.

*Electricvehiclesincludesallmajorelectricpowertrains(PHEV,BEV,HEV).

**Salesreferstovehicleunitsalesanddoesnotrepresentvehiclepriceorrevenue.

?2024UrbanScience?.Allrightsreserved.

ElectricVehicle(EV)RetailSales

Dataasof9/30/24

Q3Growth

YearToDate

Jan.2024–Sept.2024

9,214,151

TotalIndustrySales(AllPowertrains)

1,976,216

ElectricVehicleSales

21.4%

ElectricVehicleMarketShare

18.4%

YoYEVSalesVolumeGrowthJan.-Sept.2024vs.Jan.-Sept.2023

+3.3ppt

YoYEVMarketShareChangeJan.-Sept.2024vsJan.-Sept.2023

*Electricvehiclesincludesallmajorelectricpowertrains(PHEV,BEV,HEV).

YoYEVRetailSalesVolumeGrowthJuly-Sept.2024vs.July-Sept.2023

+15.9%

Decreaseinsales

Between0%and15%increase

Between15%and30%increaseQ1

Morethana30%increase+21.6%

Jan.-March2024vs.Jan.-March2023

Q2

+17.7%

April-June2024vs.April-June2023

?2024UrbanScience?.Allrightsreserved.

BEVRetailSalesAnalysis

Dataasof9/30/24

Q3BEVGrowth

YoYBEVRetailSalesVolumeGrowth

YearToDate

Jan.2024–Sept.2024

820,809

BEVSales

8.9%

BEVMarketShare

9.4%

YoYBEVSalesVolumeGrowthJan.-Sept.2024vs.Jan.-Sept.2023

+0.8ppt

YoYBEVMarketShareChangeJan.-Sept.2024vsJan.-Sept.2023

July-Sept.2024vs.July-Sept.2023

+11.7%

Decreaseinsales

Between0%and15%increase

Between15%and30%increaseMorethana30%increase

Q1

+1.3%

Jan.-March2024vs.Jan.-March2023

Q2

+10%

April-June2024vs.April-June2023

?2024UrbanScience?.Allrightsreserved.

PHEVRetailSalesAnalysis

Dataasof9/30/24

Q3PHEVGrowth

YoYPHEVRetailSalesVolumeGrowth

YearToDate

Jan.2024–Sept.2024

180,978

PHEVSales

2%

PHEVMarketShare

10.5%

YoYPHEVSalesVolumeGrowthJan.-Sept.2024vs.Jan.-Sept.2023

+0.2ppt

YoYPHEVMarketShareChangeJan.-Sept.2024vs.Jan.-Sept.2023

July-Sept.2024vs.July-Sept.2023

-4.7%

Decreaseinsales

Between0%and15%increase

Between15%and30%increaseMorethana30%increase

Q1

+27%

Jan.-March2024vs.Jan.-March2023

Q2

+14.9%

April-June2024vs.April-June2023

?2024UrbanScience?.Allrightsreserved.

HEVRetailSalesAnlaysis

Dataasof9/30/24

Q3HEVGrowth

YoYHEVRetailSalesVolumeGrowth

YearToDate

Jan2024–Sept2024

974,429

HEVSales

10.6%

HEVMarketShare

+29%

YoYHEVSalesVolumeGrowthJan.-Sept.2024vs.Jan.-Sept.2023

+2.4ppt

YoYHEVMarketShareChangeJan.-Sept.2024vs.Jan.-Sept.2023

July-Sept.2024vs.July-Sept.2023

+24.4%

Decreaseinsales

Between0%and15%increase

Between15%and30%increaseQ1

+42%

Jan.-March2024vs.Jan.-March2023

Morethana30%increase

Q2

+25.5%

April-June2024vs.April-June2023

?2024UrbanScience?.Allrightsreserved.

Top5StatesforElectricVehicleSales(YTD)Dataasof9/30/24

1.California2.Florida3.Texas

TotalEVSales

TotalEVSales

TotalEVSales

Totalretailsales**

1,132,157

Totalretailsales*

825,870

Totalretailsales**

920,121

EVsales*

472,003

EVsales*

155,001

EVsales*

141,471

EV*marketshare*

41.7%

EVmarketshare*

18.8%

EVmarketshare*

15.4%

YoYEVsalesvolumegrowth*

8.1%

YoYEVsalesvolumegrowth*

36.9%

YoYEVsalesvolumegrowth*

24.3%

YoYEVmarketsharechange*

BEV

+4.6ppt

YoYEVmarketsharechange*

BEV

+9.1ppt

YoYEVmarketsharechange*

BEV

+5.7ppt

BEVsales

256,827

BEVsales

67,592

BEVsales

54,918

BEVmarketshare

22.7%

BEVmarketshare

8.2%

BEVmarketshare

6%

YoYsalesvolumegrowth

-0.9%

YoYsalesvolumegrowth

31.4%

YoYsalesvolumegrowth

5.4%

YoYmarketsharechange

+0.7ppt

YoYmarketsharechange

+1.8ppt

YoYmarketsharechange

+0.2ppt

PHEV

PHEV

PHEV

PHEVsales

39,751

PHEVsales

10,098

PHEVsales

6,415

PHEVmarketshare

3.5%

PHEVmarketshare

1.2%

PHEVmarketshare

0.7%

YoYsalesvolumegrowth

2.1%

YoYsalesvolumegrowth

31.5%

YoYsalesvolumegrowth

2.4%

YoYmarketsharechange

+0.2ppt

YoYmarketsharechange

+0.3ppt

YoYmarketsharechange

oppt

HEV

HEV

HEV

HEVsales

175,425

HEVsales

77,311

HEVsales

80,138

HEVmarketshare

15.5%

HEVmarketshare

9.4%

HEVmarketshare

8.7%

YoYsalesvolumegrowth

26.8%

YoYsalesvolumegrowth

42.9%

YoYsalesvolumegrowth

44.5%

YoYmarketsharechange

+3.7ppt

YoYmarketsharechange

+2.6ppt

YoYmarketsharechange

+2.6ppt

*Electricvehiclesincludesallmajorelectricpowertrains(PHEV,BEV,HEV)**Allpowertrains

?2024UrbanScience?.Allrightsreserved.

Top5StatesforElectricVehicleSales(YTD)Dataasof9/30/24

4.NewYork5.NewJersey

TotalEVSales

Totalretailsales**EVsales*

EVmarketshare*

YoYEVsalesvolumegrowth*YoYEVmarketsharechange*

BEV

BEVsales

BEVmarketshare

YoYsalesvolumegrowthYoYmarketsharechange

PHEV

PHEVsales

PHEVmarketshare

YoYgrowthinvolume

YoYmarketsharechange

HEV

HEVsales

HEVmarketshare

YoYsalesvolumegrowthYoYmarketsharechange

587,756101,45417.3%

22.1%

+10.2ppt

32,4975.5%

32.7%

+1.2ppt

21,0933.6%

17.5%

+0.4ppt

47,8648.1%

17.8%+1ppt

TotalEVSales

Totalretailsales**EVsales*

EVmarketshare*

YoYEVsalesvolumegrowth*YoYEVmarketsharechange*

BEV

BEVsales

BEVmarketshare

YoYsalesvolumegrowthYoYmarketsharechange

PHEV

PHEVsales

PHEVmarketshare

YoYgrowthinvolume

YoYmarketsharechange

HEV

HEVsales

HEVmarketshare

YoYsalesvolumegrowthYoYmarketsharechange

329,92968,58620.8%

9.4%

+15.5ppt

31,3819.5%

-2.3%

-0.5ppt

10,1083.1%

11.9%

+0.3ppt

27,0978.2%

25.7%

+1.5ppt

*Electricvehiclesincludesallmajorelectricpowertrains(PHEV,BEV,HEV)**Allpowertrains

?2024UrbanScience?.Allrightsreserved.

IndustryReflections

Dataasof9/30/24

U.S.automotiveretailindustryvolumeremainssteady.

Throughthreequartersof2024,overallindustryretailsales–comprisingallpowertrains–areup0.2%comparedtothesameperiodin2023.LookingsolelyatQ3data,industryretailsalesaredown0.6%comparedtoQ32023.

Electric*powertrainsales,marketsharecontinuetoincreasedespitemixedmediareportingonconsumerdemand.

Atanindustrylevel,electricsales(BEVs,PHEVsandHEVs)gainedmarketshareinthethirdquarterof2024,risingto22.1%ofallretailsales,a3.1pptincreasecomparedtoQ32023.Thistranslatestonearly100,000moreelectricvehiclessoldinQ32024comparedtoQ32023.

HEVsalespacedelectricvehiclesales,BEVsadistantsecond.

Amongthethreemajorelectricpowertrains,HEVssawthestrongestsalesgrowthinQ3,increasingby24.4%comparedtothesametimeperiodin2023.Thissurgeunderscorestheappealofhybridtechnology,whichoffersablendofelectricefficiencywiththeconvenienceoftraditionalfuel.BEVsales

volumealsocontinueditsrise,increasingby11.7%inQ32024comparedtothesametimeperiodin2023.PHEVsalesvolumewasdownslightly,butmostofthatdeclineisattributedtothesegment’sshareleader,theJeepbrand.NearlyallotherbrandsincreasedinPHEVsalesvolumeduringthisperiod.

Californiaretailsalescontinuedtocontractwhileelectricvehiclesalescontinuetogrow.

TheCaliforniaretailmarket–comprisingallpowertrains–is3.8%smallerthisyearthroughSept.30,2024,potentiallyduetoshiftsinpopulationdensity

asresidentsmoveoutofthestate,changingdemographicsandconcernsovervehicleaffordability–anissuethatnearly70%ofU.S.autobuyerscite

asasignificantfactorwhenconsideringanewvehicle1.Despitethesechallenges,mostelectricvehiclepowertrainsalesinCaliforniahavestillgrown

considerably,up8.1%inQ32024comparedtoQ32023.ThisincludesHEVs(up26.8%),PHEVs(up2.1%)andBEVs(down0.9%)year-to-datecomparedto

thesameperiod2023.However,Tesla’srecentdeclinesintheGoldenStatecontinuedinQ3withthebrand’ssalesvolumedecliningby8.2%.Furthermore,TeslalostaboutsevenpercentagepointsofBEVmarketshareduringQ32024comparedtoQ32023.

Floridaelectricvehicleadoptionexplodesin2024.

TheSunshineStatetrulyshinedregardingelectricvehicleretailsalesthroughQ3thisyear.Despitehavingnostatewideregulatoryorincentiveprograms,allthreemajorelectricpowertrainscontinuedtoincreaseinsalesvolume:HEVs(up42.9%),PHEVs(up31.5%)andBEVs(up31.4%).Teslasalesareup19%,comparedtothesametimeperiodlastyear,butarelosingmarketshareduetoanincreasinglycompetitiveBEVmarket.

TexasBEVgrowthisflatinQ32024,HEVgrowthcontinueditssteepascent.

TheLoneStarStatesawamoderateincreaseinBEVretailsalesvolumethroughthefirstthreequartersof2024(up5.4%comparedtothefirst