Kroll：2024年春季汽车行业洞察报告（中译版）（20页）.pdf

1、S P R ING 20 24ReportLearn moreAutomotive IndustryIndustry HighlightsOverview2Globally,auto sales in 2024 are forecast to grow modestly compared to 2023.Despite a slowdown in growth,sales volumes in 2024 are expected to surpass 92 million units and reach the highest levels since 2018.1 Vehicle produ

2、ction is expected to decline slightly into 2024 due to a faster-than-expected inventory restocking and a more difficult consumer demand environment.2In 2023,global vehicle sales rose 10.9%as supply chain issues eased worldwide.Production returned to normal levels and inventories were restocked.1 In

3、the U.S.,light vehicle sales increased 13.1%year-over-year(YoY)to 15.5 million units in 2023.3 U.S.vehicle sales are expected to grow to 15.9 million units in 2024,the highest level since 2019.2Chinese auto sales rose to 30.1 million units in 2023,up 11.9%from 2022.4 China continues to dominate the

4、electrified vehicle(EV)market,as over 35%of new vehicles sold in 2023 were EVs.Yearly EV market share is expected to surpass 50%by 2026.5In Europe,sales in 2023 rebounded off a record-low 2022,3 led by Western and Central European Markets.2 The four largest European markets(Germany,France,Italy and

5、Spain)all saw increases in new passenger registrations,with France,Italy,and Spain each growing over 16%.6M&A activity in the automotive sector experienced a significant decline in 2023,reaching the lowest number of transactions closed in the last decade.The number of transactions through the first

6、quarter of 2024 was down 35%YoY.7Public company equity performance in most selected automotive indexes trended upward in the first quarter of 2023,although the Electric Vehicles index underperformed other groups and the overall market.73Global Light Vehicle Sales Grew 11%from 2022 to 20231Global Aut