CleanTechnica D/D1/国际能源技术 D1

发布：2026-06-05 · 事件：2026-06-05

June 3, 2026 1 hour José Pontes 0 Comments Support CleanTechnica's work through a Substack subscription or on Stripe . BEVs on the way up, PHEVs on the way down Plugin vehicle registrations were up 9%...

June 3, 2026 1 hour José Pontes 0 Comments Support CleanTechnica's work through a Substack subscription or on Stripe . BEVs on the way up, PHEVs on the way down Plugin vehicle registrations were up 9% year over year (YoY) in April, ending the month at around 1.6 million units. Interestingly, BEVs (+19% YoY) and PHEVs (-9% YoY) behaved very differently, with pure electrics back to double-digit growth while plugin hybrids remained in the red. This is the first time since 2019 that PHEVs remained in the red for four consecutive months. This meant that, while the plugin YTD numbers are barely positive (+1% YoY), that is solely due to the PHEV blues (-10% YoY), because BEVs are already on the way back to normal (+7%). And the different dynamics between pure electrics and plugin hybrids are reflected in the BEV vs. PHEV share of plugin sales — in April, BEVs represented 72% of all plugin sales, or about 1.15 million units, one of the best results of the past few years. That led the YTD breakdown to be 70% vs. 30% in favour of pure electrics, which is touching the ceiling of BEV share of the past 12 years . Since 2014, BEVs have floated between 70% and 50% of the total plugin share. The global BEV takeover vs. China and the USA With numbers out of the red zone , it is undeniable that globally, this year started slow. But there is one easy explanation for this — incentives. Or the end of them. The end of US incentives last October, added to the partial removal of incentives in China at the end of 2025, had an expected impact, as these are the 3rd and 1st largest EV markets, respectively. Actually, if we remove China and the USA from the tally, EVs jumped 50% YoY globally in April, with BEVs surging +63% YoY, their highest growth rate since June 2023. Funny enough, PHEVs are also underperforming in this metric, as the 23% PHEV growth rate in April, excluding China and the USA, is the lowest for the technology in over a year. It is starting to look like PHEVs’ current slowdown is more structural than expected…. Just because certain media-friendly markets are down, that doesn’t mean that all markets are down. Here are a few examples of fast growing markets: BEVs jumped 157% in Australia, to 16% share; In Italy, BEVs surged +99% YoY, bringing their share to 9%; In Argentina, BEVs experienced exponential growth, going from less than 100 units in April 2025 to over 1.300 units last month; As for Ireland, BEVs doubled their sales to 3,000 units, or 27% share; In South Korea, BEVs surged 160% YoY, to 36,000 units, or 24% share; In Vietnam, BEVs tripled to 26,000 units, or 43% share; As for Japan, BEVs more than doubled their sales YoY, to 7,000 units, or 2% share; In Indonesia, EV sales were up 93% to 15,000 units, or 18% share; Finally, in Malaysia, BEVs jumped 104% YoY to 6,000 units, or 8% share; So, Keep Calm and Carry On — the EV revolution is in good health, and with what is happening in the Middle East, ICE vehicle sales are going to melt even faster. EV shares Share-wise, April saw BEVs end the month at 17% share, with the tally increasing to 24% if we add in PHEVs. This performance pushed the 2026 plugin share upward, because BEVs increased their share by one point, to 15%, while plugin hybrids remained at 6% share. Therefore, the 2026 PEV share is now at 21%. In 2026, plugless hybrids represent 15% of total sales, one point above of where we were a year ago, which means that over a third (36%) of total car sales globally already have some form of electrification . The global automotive market remains firmly on the path to electrification. Looking at the best selling models , one can see that the Chinese market is recovering fast. There were no legacy OEM representatives in the top 20, and the Tesla Model 3 (20,436 units, down 29% YoY) dropped to 10th. Still, the leader remained the Tesla Model Y (71,510 units, up 31% YoY), which has found a renewed youth thanks to the standard versions and the L three-row body. This was enough to keep the Chinese competition behind it, like the Geely Xingyuan (EX2 in export markets), which completed the podium with some 42,000 registrations. Geely’s small EV is now at cruising speed, compensating for the loss of demand in its domestic market with increased exports. A surprise in the top half of the table was the 3rd position of the BYD Song, no doubt rejuvenated by the new generation Ultra body. Flash charging capabilities promise to recharge the Song’s sales. Another surprise was the 4th position of the BYD Yuan Up/Atto 2. Thanks to a recent refresh and the launch of a new PHEV version, the Up is becoming a star player in the BYD lineup. Another highlight in the first half of the table is the Xiaomi SU7. Thanks to a recent refresh, it scored 26,826 registrations, allowing it to reach the 5th spot. Looking at the second half of the table, the Xpeng Mona M03 is back in the top 20, at #18, but the highlights are elsewhere: Leapmotor placed its new baby , the A10 small crossover, in