Just one third of Chinese cars delivered across Western Europe are electric
- Matthias Schmidt
- 4 minutes ago
- 1 min read
In a disconnect with consumers and market observer perceptions, Chinese new car deliveries across Western Europe see just one third of their total deliveries being fully electric variants, according to the latest exclusive data published by the European Electric Car Study, providing a key instrumental tool detailing the breakdown of the Western European new electric car market each month.
The most recent low BEV mix point occurred in the first full quarter following the implementation of the European Union's anti-subsidy tariffs on fully electric cars originating from China, which came into force during the final quarter of 2024.
While causing front-loading in the quarters preceding the tariff change, which saw the likes of SAIC impacted by a 35.3% on BEVs, while BYD was impacted by a rate half that at 17%, the quarter following the implementation witnessed a pause in BEVs as Sino companies readjusted their collective strategies.
The front-loading was further impacted by a type approval change in the summer of 2024, which caused a number of Chinese companies, in particular, to offload inventory at reduced prices and again boosted the BEV mix in Q2 2024.
There is another very logical reason for the continuation of the low BEV mix, however, which we discuss in the full study for clients.
Scope: Western Europe's 18 Markets: EU Member States prior to the 2004 enlargement, plus EFTA markets Norway, Switzerland, Iceland, plus UK – accounting for 90% of the enlarged European region.
*Western Europe 18 Markets: EU Member States prior to the 2004 enlargement plus EFTA markets Norway, Switzerland, Iceland, plus UK