The global car industry is moving quickly toward electric mobility. This change is marked by a significant increase in the number of people buying electric cars and a shift in manufacturing power toward Asia.

全球汽車產業正快速向電動出行轉型。這一轉變的標誌是購買電動車的人數顯著增加，且製造能力正向亞洲偏移。

The growth of electric vehicles (EVs) has been very fast, with global sales increasing ten times between 2019 and 2025. By May 2026, EVs made up 63% of all new car sales. This trend was caused by a large drop in battery costs and better energy efficiency. For example, electric motors use about 80% of their energy, whereas traditional petrol engines lose 60% to 80% of their energy as heat.

電動車（EV）的增長非常迅速，全球銷量在 2019 年至 2025 年間增長了十倍。到 2026 年 5 月，電動車佔所有新車銷量的 63%。這一趨勢是由於電池成本大幅下降以及能源效率提高所引起。例如，電動馬達約能利用 80% 的能量，而傳統汽油引擎則會將 60% 至 80% 的能量以熱能形式流失。

There are major differences in where these cars are made. China currently produces 71% of the global EV supply, while Europe produces 17% and the United States produces only 5%. China's success is due to a clear industrial strategy that includes more charging stations and cheaper electricity. In contrast, the US market has slowed down, with EV sales falling below 6% by April 2026. Meanwhile, some emerging economies are moving faster; for instance, Ethiopia banned the import of petrol cars in 2024 to use its own hydropower instead of importing oil.

這些車輛的生產地存在重大差異。中國目前生產了全球 71% 的電動車供應，歐洲生產 17%，而美國僅生產 5%。中國的成功歸功於清晰的工業策略，包括增加充電站及降低電費。相比之下，美國市場有所放緩，截至 2026 年 4 月，電動車銷量跌至 6% 以下。同時，部分新興經濟體進展較快；例如，衣索比亞在 2024 年禁止進口汽油車，以利用自身的水力發電替代進口石油。

In Europe, Germany reached a record for battery production in 2025, worth €8.1 billion. However, the German Electrical and Digital Industry Association (ZVEI) emphasized a serious problem: the country relies too much on Chinese imports, which rose to €11 billion in 2025. The ZVEI asserted that without a strong local battery industry and fair competition, Europe could permanently lose its industrial production. Consequently, the strategic goal is to produce 40% of the required battery cells domestically by 2030.

在歐洲，德國的電池生產在 2025 年達到紀錄，價值 81 億歐元。然而，德國電氣與數位工業協會（ZVEI）強調了一個嚴重問題：該國過於依賴中國進口，2025 年進口額上升至 110 億歐元。ZVEI 主張，若缺乏強大的本地電池產業與公平競爭，歐洲可能會永久失去其工業生產能力。因此，策略目標是在 2030 年前於國內生產 40% 所需的電池電芯。

The global car market continues to move toward electric power. However, industrial stability depends on creating a more diverse supply of batteries and reducing the heavy reliance on Chinese factories.

全球汽車市場持續向電動化發展。然而，工業穩定取決於能否建立一個更多元化的電池供應，並減少對中國工廠的高度依賴。