Can Indian electric two-wheelers challenge China's dominance?
印度两轮电动车能否挑战中国的主导地位
India has a large and growing electric two-wheeler (E2W) market but it exports less than 2% of its E2Ws. Recently, Union Transport Minister Nitin Gadkari remarked that India, the second largest EV market in the world, has potential of becoming the top exporter of E2Ws, thanks to the country’s presence in foreign markets where it sells conventional models. “Today Bajaj, TVS are exporting nearly 50% of their production from India. In the electric vehicle segment too, the potential for exports is huge,” Gadkari noted.
印度的两轮电动车(E2W)正飞速发展,拥有庞大且持续增长的市场,但出口不到其产量的2%。最近,印度联盟交通部长Nitin Gadkari表示,印度是世界第二大电动汽车市场,有潜力成为两轮电动车的最大出口国。Gadkari指出:“如今,Bajaj,TVS近50%的产品从印度出口。在电动汽车领域,出口潜力巨大。”
It seems natural for Indian two-wheeler makers to use their strong foreign market presence to sell their E2Ws, especially when India has a minuscule E2W export footprint at present. Though India has a booming domestic E2W market, it exported just 1,609 units of E2Ws in FY24. Compare it with China's mammoth exports of 15.046 million units in calendar year 2023. It shows a huge export market already exsts, where India is already an entrenched player when it comes to ICE two-wheelers.
鉴于在全球两轮车出口方面的强大地位,印度两轮车制造商完全有能力成为两轮电动车的主要参与者,尤其是在印度目前的两轮电动车出口很少的情况下。尽管印度国内两轮电动车市场蓬勃发展,但在2024年仅出口了1609台两轮电动车。相比之下,中国2023年出口了1504.6万台。这表明海外存在一个庞大的出口市场,而在传统两轮车领域,印度已经是一个重要的参与者。
India's electric vehicle (EV) revolution is led by its two-wheelers, E2Ws constituting 55 per cent of the total EV sales.
Market share of electric two-wheelers rose from just 0.4 per cent in 2020-21 with 252,641 units sold to 5.4 per cent by early 2023 with 728,054 units sold. It is further expected to increase by 13 per cent in the next couple of years.
印度的电动汽车(EV)革命由其两轮车引领,两轮电动车占电动汽车总销量的55%。
电动两轮车的市场份额从2020-21年的0.4%(252641辆)上升到2023年初的5.4%(728054辆)。预计未来几年将进一步增长13%。
India’s giant two-wheeler industry
India has long been a global leader in two-wheeler production and exports. India clocked 15.86 million units in the fiscal year ended March 2023 with exports at 3.6 million units, despite facing challenges like inflation and currency volatility in some of its major markets, such as Africa.
印度庞大的两轮车产业
印度长期以来一直是两轮车生产和出口的全球领导者。在截至2023年3月的财政年度,印度的销量为1586万辆,出口360万辆,尽管在非洲等一些主要市场面临通货膨胀和货币波动等挑战。
以下是印度网民的评论:
User Govind
What competition? They all buy cheap batteries from China which burst into flames quite often. All of them have lost credibility.
什么竞争?他们都从中国购买廉价电池,这些电池经常起火。他们都失去了信誉。
Jio Rel
If someone introduces a phone that runs on petrol, will you switch or keep the one that runs on lithium battery. Everything in people's lives runs on lithium battery, but a vehicle running on same lithium is an issue?
如果有人给你介绍了一款汽油手机,你会选择更换手机,还是保留锂电池手机。人们生活中的一切都靠锂电池运行,同样用锂电池驱动的车辆怎么就是一个问题吗?
Jio Rel
911, Afghanistan, Iraq. Then I red yesterday deadliest attack in Lebanon since 2006. Means something worse happened in 2006. And people say geo politics, like its not happened before. It was worse than this from 2001 to 2008.
911,阿富汗,伊拉克。然后,我昨天看到了黎巴嫩遭遇了自2006年以来最致命的袭击。这意味着2006年发生了更严重的袭击。人们说地缘政治,搞得好像以前没有发生过这样的事情一样。从2001年到2008年,情况只会比这更糟。
Jio Rel
Why Iphone costs 1 lac. That is also a washing machine running on electricity.
为什么Iphone手机要卖10万卢比。那也是一台用电的洗衣机。
Hemant Pisat
Why are EV two wheelers so pricey? A direct drive machines similar to the washing machine with modified ergonomics & typical control systems need so much pricing?
两轮电动车为什么这么贵?一种类似于洗衣机的直接驱动机器,具有改进的人体工程学和典型的控制系统,真的要卖那么贵吗?
Yoginder Abrol
Very fine article & informative
文章写得非常好,信息量丰富
uneeth B M
A price comparison of electric two-wheelers in Indian market
印度市场两轮电动车的价格比较
Vineet Singh
Two more details required
Battery range in km
Max speed
还需要两个详细信息
电池续航里程(公里)
最高时速
Kuvera
Riding on incentives like FAME II & EMPS, the Indian 2-wheeler EV market has grown at a CAGR of 176% since FY21, vs 8% CAGR of traditional ICE two-wheelers.
So which one are you picking up next - Electric or ICE?
得益于FAME II和EMPS等激励措施,自2021财年以来,印度两轮电动车市场的复合年增长率为176%,而传统ICE两轮车的复合年增长率为8%。
那么,你接下来要选哪一个——电动还是内燃机的两轮车?
Vikrant
ICE
我会选传统ICE两轮车
Chinmay Agwekar
Still we need a more reliable infrastructure to buy EV.
There's a problem with charging station, space to install them and maintenance.
要鼓励民众购买电动汽车,我们仍然需要更可靠的基础设施
目前,充电站、充电站的安装空间和维护都是个问题
Autocar Professional
Ola Electric becomes the first Indian company to sell 250,000 EVs in a year. Between January 1 & December 21, 2023, Ola has sold 252,647 electric scooters & has a 31% share of the record 828,537 electric two-wheelers sold in India in the year-to-date
Ola Electric成为第一家一年内销售25万辆电动车的印度公司。2023年1月1日至12月21日,Ola已售出252647辆电动踏板车,占了印度两轮电动车市场的31%的份额
Shiv
As always impressive
一如既往地令人印象深刻
MintPepper
Have to admit the Shanghai plant saved Tesla.
不得不承认,上海超级工厂拯救了特斯拉
Jandaan Verplanke
This is just the begng. Chinese manufacturers will blow away foreign competition.
这仅仅是个开始。中国制造商会击败外国竞争对手。
ensagarjena2146
i am interested to set a company in India, i want to import it from china and sell it in india
我有兴趣在印度成立一家公司,我想从中国进口两轮电动车,然后在印度销售
quaDogTTR
I love Chinese electric scooters, I have one myself in NYC, and dream of visiting/working a factory myself one day.
我喜欢中国的电动踏板车,我在纽约也有一辆,我梦想有一天能自己去参观工厂。
ylifeman4306
India shouldn't invest in EV scooters or cars because of their low quality, deceptive practices, and poor service. Let's start by banning Ola Electric and punishing other EV makers. This way, we can set things right.
印度不应该投资电动踏板车或电动汽车,质量太差了、欺骗消费者,售后服务差。让我们从禁止Ola Electric开始,惩罚其他电动汽车制造商。通过这种方式,我们可以纠正错误。
ijaysrini27
Main thing is, prices must drop. Else, sales wont pick up.
最重要的是,价格必须降下来。否则,销量上不去
ahendraprasad1524
We don't have quality ebike
我们就没有质量好的电动自行车
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