英国:第二百万辆电动汽车注册,市场强劲反弹。
UK: Two millionth electric car registered as market rebounds strongly

原始链接: https://www.smmt.co.uk/two-millionth-electric-car-registered-as-market-rebounds-strongly-from-tax-changes/

## 英国新车市场 – 2026年4月总结 英国新车市场在4月份强劲反弹,增长24.0%至149,247辆注册量,从去年因车辆税收变化导致的小幅下降中恢复。这是自2019年以来最好的4月。车队销售引领增长(增长26.8%),其次是私人零售(增长20.2%)。 值得注意的是,第二百万辆电动汽车已注册,电池电动汽车(BEV)的市场份额达到26.2%——尽管4月通常是传统淡季。总体而言,电动汽车(BEV、PHEV、HEV)占所有注册汽车的50%以上(53.2%)。 然而,2026年的市场前景已进行修订。虽然总注册量现在预计将达到209.3万辆(高于之前的预测),但零排放汽车(ZEV)的预期份额已降低至26.8%,原因是第一季度需求低于预期。这未能达到强制目标,促使人们呼吁审查向电动汽车的过渡,以避免阻碍消费者选择和行业竞争力。

## 英国电动汽车市场更新 英国已注册第二百万辆电动汽车,标志着电动汽车市场强劲反弹。此次激增与近期油价上涨有关,比亚迪等品牌在传统上对电动汽车持谨慎态度的市场(如巴西)也经历了显著的销量增长。 Hacker News上的讨论强调了全球电动汽车普及的复杂性,并指出巴西甘蔗燃料汽车以及低收入消费者之间的可负担性差距等因素。用户还辩论了围绕不同混合动力技术的混淆术语(BEV、HEV、PHEV、MHEV、EREV),一些人认为行业文章假定读者已经具备太多先验知识。 英国不断上涨的燃料成本,柴油价格接近每加仑10美元,也在推动需求。然而,评论员指出,虽然需求在增加,但电动汽车的价格仍然是许多人的障碍。对话还包括对Y Combinator 2026年夏季申请期的提醒。
相关文章

原文
  • New car market rises 24.0% in April as market recovers from last year’s negative tax change impact.
  • Two millionth electric car registered, with robust 26.2% market share during low-volume month.
  • 2026 outlook upgraded to 2.093m registrations overall, but ZEV share revised down to 26.8% after underperforming Q1 demand.

The UK new car market grew by 24.0% to reach 149,247 registrations last month, according to the latest figures published by the Society of Motor Manufacturers and Traders (SMMT). 

The increase reflects a rebound from an unusually weak April last year, when buyers pulled purchases forward to March to beat incoming vehicle tax increases, including the application of VED and the Expensive Car Supplement (ECS) on battery electric vehicles (BEVs).1 While April remains a traditionally low volume month, magnifying year-on-year variation, this was the best outturn since 2019’s 161,064 units.

Apr car registration by sales

2026 car registrations by sales

Growth was recorded in all sectors, led by fleets, up 26.8% to 90,462 registrations. Private retail deliveries grew 20.2% to reach 56,116, while registrations by the smaller business sector rose 15.0% to 2,669. 

Demand for petrol cars rose 8.2%, while diesel registrations fell -1.0%. Electrified cars accounted for more than half (53.2%) of the market for the second month this year.2 Plug-in hybrid (PHEV) registrations rose 46.4% to take a 13.8% market share, while hybrid electric vehicles (HEVs) increased 18.8%, securing 13.2% of new registrations.   

Apr car registration by fuel type

2026 car registrations by fuel

Marking a market milestone, April also saw the two millionth battery electric car registered (2,012,758)3, following bumper growth of 59.1% compared with last year. As a result, BEV uptake reached a robust 26.2% share of registrations in the month – an impressive performance albeit in a typically low volume month. Year to date, BEVs comprise 23.1% of the overall new car market, significantly short of the 33% required by the Zero Emission Vehicle Mandate, despite billions in manufacturer discounts and the introduction of the Electric Car Grant last year.

The latest industry outlook, also published today, shows improving confidence in overall market volumes but also reflects weaker expectations for EV demand. Total new car registrations in 2026 are now expected to rise 3.6% to 2.093 million, up from January’s 2.048 million outlook, but BEV share has been downgraded to 26.8%, from 28.5%, following an underperforming first quarter. 

Looking ahead, the 2027 market is anticipated to reach 2.121 million units, 32.0% of them BEVs – leaving a persistent gap of around six percentage points against the mandate target. Energy, production and charging costs remain high and, as a result, demand has not grown as fast as assumed when the regulation was formulated.4 The Iran conflict adds further uncertainty, the full impact of which is yet to be seen, with rising interest in EVs potentially tempered by concern over inflation, higher energy prices and the resultant negative impact on the cost of living.

Other major international markets are revising their transition plans to reflect geopolitical and market realities. The UK similarly needs an urgent review of the transition to avoid being put in an uncompetitive position, undermining consumer choice, investment and growth.

Mike Hawes, SMMT Chief Executive

April’s rebound is welcome, but underlines just how significantly fiscal changes can influence the market. Two million electric car registrations is a considerable milestone to celebrate, although natural demand is still well below the level demanded by the mandate.

The mounting cost of compliance threatens to limit consumer choice, overall decarbonisation and the sector’s competitiveness so the need for a rapid review of the transition to align policy with market realities is unchanged, else Britain’s attractiveness as a vehicle market and manufacturing hub will be put at risk.

Notes to editors

  1. New car market falls in April as tax changes bite, 6 May 2025
  2. Electrified defined as battery electric (BEV), plug-in hybrid (PHEV) and hybrid (HEV)
  3. BEVs registered since 2002
  4. Same Destination, Smarter Route: Delivering decarbonisation in the modern market

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