金吾财讯 | 根据TrendForce集邦咨询最新电动车产业研究，2026年第二季全球纯电动车（BEV）、插电混合式电动车（PHEV）和氢燃料电池车等新能源车合计销量达537万辆，年增10.4%。若计入油电混合车（HEV），上述四类电动车总计贡献第二季全球汽车销量达33.2%，比重创下历史新高。由于区域市场销量消长，第二季品牌市占排名显著盘整。中国虽然仍是全球新能源车最大的单一市场，但因本土需求增速放缓，其在全球销量占比已从同期的66%下滑至56%。TrendForce集邦咨询表示，仅依赖中国本土市场即可维持成长的品牌正加速减少，海外市场的销售与出货能力已正式成为评估中系车厂核心竞争力的关键指标。以BYD（比亚迪）为例，其2026上半年出口量已占总产量的44%，海外表现对其集团营运的实质影响力日益加深。
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