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市場調查報告書

商品編碼

2104500

全球混合動力汽車和電動車市場

Global Hybrid & Electric Vehicles

出版日期: 2026年06月11日 | 出版商:

The Freedonia Group | 英文 268 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

調查範圍：

弗里多尼亞集團的這份報告分析了全球混合動力汽車和電動車市場的範圍、規模和成長情況，包括按動力傳動系統、車輛類型和地區分類的關鍵趨勢。報告提供了2015年、2019年和2025年的需求、產量和淨出口數據，以及直至2030年和2035年的預測數據。此外，報告還提供了精選的時間序列數據，包括歷史年度數據和預測數據。所有數據均以單位呈現。報告還分析了主要行業參與企業及其全球市場佔有率。

執行摘要

全球對混合動力汽車和電動車的需求預計將以每年 15% 的速度成長，到 2030 年將達到 6,680 萬輛。這一成長將受到持續的技術進步和全球減少汽車排放氣體努力的推動。

儘管政策不確定性，歐洲市場依然向前發展。

儘管2024年歐洲混合動力汽車（HEV）市場出現短暫放緩，但隨後迅速恢復成長，並在2025年保持穩健成長，並將這一勢頭延續至2026年。然而，2024年的市場放緩加劇了人們對該地區能否實現電動車普及目標的擔憂。 2025年12月，一項旨在放寬監管目標的提案公佈。雖然新的法規結構尚未最終確定，但預計將包含一些修訂，例如將在2035年停止銷售新的內燃機（ICE）汽車的目標改為將排放量比2021年水準降低90%。

2035 年的新框架賦予汽車製造商相當大的柔軟性，讓他們可以採取兩種可能的合規策略：一種專注於純電動車，另一種則將電動車和混合動力汽車結合起來。無論採取哪種策略，該地區的混合動力汽車市場預計都將快速成長，儘管混合動力汽車領域的車型組成仍存在相當大的不確定性。

隨著市場放鬆管制，美國汽車製造商正在轉變發展方向。

2025年，川普政府削減了旨在促進電動車普及的主要補貼，美國電動車市場遭受重創。 2025年底，美國電動車銷量大幅下滑。儘管2026年出現復甦跡象，但預計季度電動車銷量需要超過18個月的時間才能恢復到補貼削減前的水平。

面對政策支持的減弱，美國汽車製造商宣布大幅取消原定的電動車上市計劃，並累計了巨額重組虧損。然而，儘管這些公司正在疏遠電動車，但它們宣布推出各種各樣的新型混合動力汽車。

新興的增程式電動汽車細分市場

增程型電動車（EREV）是插電式混合動力車的一個子類別，它提供接近純電動車的駕駛體驗，同時配備輔助內燃機（ICE）以延長續航里程。增程型電動車曾經是一個小眾市場，但如今其市場需求正在成長，尤其是在那些希望從純電動車轉型到增程型電動車的美國汽車製造商中。在美國，「里程焦慮」是一個特別重要的市場因素，增程型電動車為該國向電動車的更漸進式過渡提供了一條充滿希望的途徑。

除美國以外，增程式電動車在中國市場佔有相當大的佔有率，但在2026年之前的法規結構下，其定位並不明確，因此尚未在歐洲市場產生重大影響。然而，歐盟政策修訂帶來的更大柔軟性可能為增程式電動車在歐洲的更廣泛應用鋪平道路，而對美國市場產品研發的投資則可能為其進一步擴張創造條件。

主要趨勢

儘管監管目標有所放鬆，但歐洲市場仍在快速成長。
面對監管支持的減弱，美國汽車製造商正在轉向增程型電動車（EREV）。
中國汽車製造商正積極開拓海外市場。
大型電動卡車的引進正在加速。

非洲和中東：混合動力汽車和電動車市場規模及歷史趨勢
非洲和中東：供需關係
非洲/中東：動力傳動系統總成需求
非洲和中東：按車輛類型分類的需求
非洲和中東：主要供應商和電動車市場佔有率
產業結構
主要調查結果和行業結構
市場占有率

附錄

簡介目錄

Product Code: 5023

Scope of the Report:

This Freedonia Group report analyzes the scope, size, and growth of the global hybrid and electric vehicle market, including key trends in powertrains, vehicle types, and regions. Historical data are provided for 2015, 2019, and 2025 for demand, production, and net exports, with forecasts for 2030 and 2035. In addition, annual historical and forecast data is provided for selected time series. Data are provided in units. Also included is an analysis of key industry players and their global market share.

Abstract

Global demand for hybrid and electric vehicles is forecast to increase 15% per year to 66.8 million units in 2030. Growth will be driven by ongoing technological advances and continued emphasis on motor vehicle fleet emissions reductions worldwide.

European Market Advancing Despite Policy Uncertainty

Following a brief slowdown in 2024, European HEV markets have resumed posting rapid growth, with strong gains throughout 2025 continuing into 2026. However, the 2024 market slowdown intensified concerns about the feasibility of the region's EV adoption targets, leading to the December 2025 announcement of a proposed softening of regulatory targets. While the new regulatory framework has yet to be finalized, it is expected to include revisions such as replacing the 2035 target of ending new ICE vehicle sales with a target of 90% emissions reductions compared to 2021 levels.

The new framework for 2035 allows automakers significantly more flexibility, and possible compliance strategies include both heavy focus on fully electric vehicles and more mixed approaches involving both EVs and hybrids. While the regional HEV market is expected to expand rapidly in all cases, the fleet structure within the HEV space carries considerable uncertainty.

US Automakers Pivoting Amid Regulatory Retreat

The US electric vehicle market suffered a significant blow in 2025, when key subsidies promoting EV adoption were ended under the Trump administration. US EV sales plummeted in the final months of 2025, and while this segment began to recover in 2026, it is expected that quarterly EV sales could take 18 months or more to again reach the levels seen immediately prior to subsidy expiration.

In the face of waning policy support, US-based automakers have announced major cancellations of planned EV launches, accepting heavy restructuring losses. However, these companies have announced a wide variety of new hybrid vehicle launches, even as they have stepped away from EVs.

EREV Subsegment on the Rise

Extended-range electric vehicles (EREVs) are a subsegment of plug-in hybrids that offer a driving experience more similar to a true EV while retaining a supplementary ICE engine to expand range. Formerly a niche segment, these are seeing a surge in interest, particularly from US automakers pivoting away from fully electric vehicles. With range anxiety representing an especially significant market factor in the US, EREVs offer a promising avenue to continuing a more moderately-paced EV transition in the country.

Outside of the US, EREVs have a significant presence in China, but have yet to make an impact on European markets, as these products did not have a clear role to play under pre-2026 regulatory frameworks. However, greater flexibility under the EU's updated policies could open the door to European adoption, with investment in product development for the American market creating possibilities for wider deployment.

Key Trends

European markets growing rapidly despite softening regulatory targets
US automakers pivoting to EREVs as regulatory support weakens
Chinese automakers aggressively targeting foreign markets
Electric heavy truck deployment accelerating

Executive Summary

Figure 1-1. Global Hybrid & Electric Vehicles (HEVs) Market

Short Term Analysis

Global Economic Outlook
Short-Term Hybrid & Electric Vehicles Market Trends (2023-2027)

Overview

Study Scope
Historical Market Size & Growth Drivers
Regional Overview
Competitive Powertrain Overview
Product Overview (Hybrid vs. All-Electric)
Vehicle Types (Light & Medium/Heavy)
Pricing Trends

Factors Impacting HEV Demand

Global Motor Vehicle Outlook
Regulations
Technology Advances
Commercialization Issues & Challenges
Artificial Intelligence (AI)

Hybrid Vehicles

Scope & Product Description
Regional Trends
Vehicle Trends (Light vs. Medium-/Heavy-Duty)
Powertrain Trends
New Product Development
Leading Suppliers

All-Electric Vehicles

Scope & Product Description
Regional Trends
Vehicle Trends (Light vs. Medium-/Heavy-Duty Vehicles)
Power Sources
New Product Development
Leading Suppliers

Light Hybrid & Electric Vehicles

Scope & Product Description
Light HEV Demand by Region
Vehicle Trends
Powertrain Trends
Leading Suppliers

Medium-/Heavy-Duty Hybrid & Electric Vehicles

Scope & Product Description
Medium-/Heavy HEV Demand by Region
Vehicle Trends
Powertrain Trends
Leading Suppliers

North America

North America: Hybrid & Electric Vehicles Market Size & Historical Trends
North America: Supply & Demand
North America: Demand by Powertrain
North America: Demand by Vehicle Type
North America: Leading Suppliers & Electric Vehicle Market Share
United States
Canada
Mexico

Central & South America

Central & South America: Hybrid & Electric Vehicles Market Size & Historical Trends
Central & South America: Supply & Demand
Central & South America: Demand by Powertrain
Central & South America: Demand by Vehicle Type
Central & South America: Leading Suppliers & Electric Vehicle Market Share