德國電動車市場特性與商機剖析

德國於2024年有望蟬聯全球第四大電動車市場(含混合動力車)，市場占比呈現穩定成長態勢。德國2023年電動車總銷量占比突破40%，2024上半年因購車補助終止占比小幅下滑。2024 上半年純混合動力車以56.7% 持續位居市場最大占比，純電動車居次但差距有擴大趨勢；大眾及梅賽德斯- 賓士集團持續位居市占前兩位，Top5品牌截至2024上半年無異動。德國現設定2050年後禁止所有純燃油車上路，於2023年底終止電動車購車補助，2024年改採企業減稅提供購車誘因。後續我國可思考擴大既有輸德產品實績，進入電動車款供應鏈及研製高附加價值產品；亦或運用臺廠特斯拉供應鏈實績，搭配德國柏林廠擴大產能爭取輸德商機；或對應德國重點推動目標，建立合作典範案例。

In 2024, Germany is on track to retain its position as the world’s fourth-largest electric vehicle (EV)market, including hybrid vehicles, with steady growth in market share. In 2023, EVs accounted for over 40% of Germany's total vehicle sales, although this share slightly declined in the first half of 2024 due to the end of purchase subsidies. During this period, hybrid electric vehicles dominated with a 56.7% market share, widening the gap with battery electric vehicles, which held the second position. Volkswagen and Mercedes-Benz remained the top two market players, with no shifts among the top five brands as of mid-2024. Germany has set an ambitious target to phase out all pure internal combustion vehicles by 2050. As part of this transition, the country ended EV purchase subsidies at the close of 2023 and introduced tax incentives for companies in 2024 to encourage EV adoption. For Taiwan, this shift presents strategic opportunities. Taiwan could leverage its established export track record to enter Germany's EV supply chain, focusing on high-value-added products. Alternatively, with its strong position in Tesla's supply chain, Taiwan could capitalize on Tesla’s expanding Berlin factory to capture more market opportunities in Germany. Additionally, Taiwan might consider establishing cooperative initiatives that align with Germany's key strategic goals.