<h3>汽油价格高企以及对其持续时间的不确定性是推动人们转向电动车的主要因素。</h3>
<p>由于成本意识强的消费者涌入经销商，东南亚的电动车（EV）销量激增，以躲避因中东战争引发的燃油价格飙升。</p>
<p>亚洲国家受到的冲击尤为严重，因为它们依赖的原油运输急剧下降，且几乎没有替代品可供替换。</p>
<p>然而，能源危机对越南领先的电动车制造商 Vinfast 以及中国制造商来说却是一个意外之财。</p>
<p>越南办公室职员 Do Thi Lan 在河内的 Vinfast 展厅解释了电动车吸引力的简单数学。</p>
<p>“我们必须计算每月的开支，因为我们在石油上的花费一直在上升，” 她说。</p>
<p>她表示，她的家庭拥有一辆汽油车，但正在考虑购买一辆电动车以节省开支。</p>
<p>同样在展厅的 Dao Thi Hue 也在考虑转向电动车。</p>
<p>“驾驶电动车在成本和节省燃料、排队加油方面都比驾驶汽油车要好得多，” 这位教师说。</p>
<p>自中东战争开始以来，原油价格已上涨约 50%，并在周一再次超过每桶 100 美元，推动了加油站的成本上升。</p>
<p>在纳斯达克上市的 Vinfast 上个月在越南的年销量激增 127%，达到 27,600 辆。</p>
<p>去年越南销售的汽车中约有 40% 是电动车，但这一趋势正在加速。</p>
<p>“此时此刻，客户在决定购买哪款汽车时非常关注燃料成本，” Vinfast 展厅的销售副主管 Pham Minh Hai 说。</p>
<p>“在三月份我们售出了 300-400 辆车，” 他说，并补充道展厅通常每月销售 200 到 250 辆车。</p>
<p>Hai 表示，上个月超过 50% 的客户从汽油车转向电动车，而展厅的客户数量增加了约 30%。</p>
<p>他补充说，营业时间已延长以应对人流的激增。</p>
<p>在越南以外，专注于电动车的中国制造商，尤其是比亚迪，正在蓬勃发展。</p>
<p>本月早些时候，在曼谷汽车展上，比亚迪获得了所有制造商中最多的订单，首次超过了日本的丰田。</p>
<p>“我每天开车近 100 公里……在当前的燃油形势下，不知道这种情况会持续多久，这已成为推动我转向电动车的主要因素，” 来自泰国的 36 岁药剂师 Pleng Nawintham 说。</p>
<p>比亚迪在菲律宾的销量也在增加。</p>
<p>位于马尼拉郊区的比亚迪展厅经理 Mae Anne Clarisse Bacquiano 表示，展厅的客流量达到了 “另一个水平”。</p>
<p>“这完全是因为燃油价格的上涨，” 她说。“今天早些时候，我有一位客户，一位医生，他对油价感到愤怒……他急于转向全电动。他的开支会有巨大的差异。”</p>
<p>她补充说，她本月的所有库存已经被买家预定。</p>
<p>“我不认为油价在接下来的几个月会回落，” 正在浏览比亚迪车型的企业家 Arlone Abello 说。</p>
<p>由于国内竞争激烈，比亚迪在中国的销量下降，但该制造商希望在国际市场上获得动力。</p>
<p>该公司告诉分析师，它预计今年出口的车辆将超过 150 万辆，远高于 1 月份宣布的 130 万辆目标。</p>
<p>根据 CPCA 行业机构的数据，去年同月，中国电动车的出口量在所有制造商中翻了一番，东南亚是一个重要市场。</p>
<p>经济因素是推动对更环保车辆需求增加的前沿。</p>
<p>“你可以看到个人消费者对汽油或柴油价格突然飙升的反应，” 能源智库 Ember 的电力和数据分析师 Euan Graham 说。</p>
<p>该地区充电站的安装也在迅速增长。</p>
<p>雅加达上周承诺采取 “更严肃的措施，加速国家电动车生态系统的发展”，以应对其 “高水平的能源消费”。</p>
<p>电动车在东南亚以外也在获得动力。</p>
<p>“有迹象表明，全球需求已经显著回升，” Capital Economics 表示，并补充说，日本、韩国和新西兰的电动车注册量上个月翻了一番，印度和澳大利亚的注册量也增长了超过 50%。</p>

比亚迪股份

比亚迪

比亚迪(ADR)

华宝智能电动汽车ETF

纳斯达克全球汽车指数 - First Trust

华夏中证新能源汽车ETF

<p>中东战争的持续导致东南亚电动车（EV）需求激增，主要是由于汽油价格上涨。消费者越来越倾向于选择电动车以避免燃油价格的波动，越南的 Vinfast 报告销售增长 127%。中国制造商如比亚迪也在增长，曼谷汽车展上获得了大量订单。这个趋势得到了充电基础设施扩展的支持，以及全球电动车注册数量的普遍增加，特别是在日本、韩国和澳大利亚</p>

<h3>The high price of gasoline and uncertainty over how much longer it will stay that way is a major factor pushing people to make the switch to EVs</h3>
<div class="lb-trans"><h3>汽油价格高企以及对其持续时间的不确定性是推动人们转向电动车的主要因素。</h3>
</div><p>Electric vehicle (EV) sales have jumped in Southeast Asia as cost-conscious buyers have poured into dealerships looking to dodge the fuel price spikes driven by the Middle East war.</p>
<div class="lb-trans"><p>由于成本意识强的消费者涌入经销商，东南亚的电动车（EV）销量激增，以躲避因中东战争引发的燃油价格飙升。</p>
</div><p>Asian nations have been particularly hard hit due to a sharp fall in the crude shipments they rely on — and have few alternatives to replace them.</p>
<div class="lb-trans"><p>亚洲国家受到的冲击尤为严重，因为它们依赖的原油运输急剧下降，且几乎没有替代品可供替换。</p>
</div><p>Yet the energy crisis has been a windfall for Vietnam’s leading EV maker, Vinfast, as well as Chinese manufacturers.</p>
<div class="lb-trans"><p>然而，能源危机对越南领先的电动车制造商 Vinfast 以及中国制造商来说却是一个意外之财。</p>
</div><p>Vietnamese office worker Do Thi Lan explained the simple math of the cars’ appeal at a Vinfast showroom in Hanoi.</p>
<div class="lb-trans"><p>越南办公室职员 Do Thi Lan 在河内的 Vinfast 展厅解释了电动车吸引力的简单数学。</p>
</div><p>“We have to calculate our monthly expenses, as the money we spend on petroleum has been on the rise,” she said.</p>
<div class="lb-trans"><p>“我们必须计算每月的开支，因为我们在石油上的花费一直在上升，” 她说。</p>
</div><p>She said her family owns a car that runs on gasoline, but was considering buying an EV to save money.</p>
<div class="lb-trans"><p>她表示，她的家庭拥有一辆汽油车，但正在考虑购买一辆电动车以节省开支。</p>
</div><p>Dao Thi Hue, also at the showroom, was looking to go electric too.</p>
<div class="lb-trans"><p>同样在展厅的 Dao Thi Hue 也在考虑转向电动车。</p>
</div><p>“Driving an EV is so much better than driving a petroleum vehicle, in terms of costs and also in terms of saving fuel, queuing to fill up,” the school teacher said.</p>
<div class="lb-trans"><p>“驾驶电动车在成本和节省燃料、排队加油方面都比驾驶汽油车要好得多，” 这位教师说。</p>
</div><p>Crude oil prices have soared by about 50 percent since the start of the Middle East war and again exceeded US$100 per barrel on Monday, driving up the cost at the pump.</p>
<div class="lb-trans"><p>自中东战争开始以来，原油价格已上涨约 50%，并在周一再次超过每桶 100 美元，推动了加油站的成本上升。</p>
</div><p>Vinfast, listed on the NASDAQ, saw a 127 percent surge in annual sales in Vietnam last month, reaching 27,600 cars.</p>
<div class="lb-trans"><p>在纳斯达克上市的 Vinfast 上个月在越南的年销量激增 127%，达到 27,600 辆。</p>
</div><p>About 40 percent of cars sold in Vietnam last year were electric, but the trend has been accelerating.</p>
<div class="lb-trans"><p>去年越南销售的汽车中约有 40% 是电动车，但这一趋势正在加速。</p>
</div><p>“At this point in time, clients consider fuel costs a lot when making a decision on which cars to buy,” said Pham Minh Hai, deputy head of sales at a Vinfast showroom.</p>
<div class="lb-trans"><p>“此时此刻，客户在决定购买哪款汽车时非常关注燃料成本，” Vinfast 展厅的销售副主管 Pham Minh Hai 说。</p>
</div><p>“In March we sold 300-400 cars,” he said, adding that the showroom normally sells between 200 and 250 cars a month.</p>
<div class="lb-trans"><p>“在三月份我们售出了 300-400 辆车，” 他说，并补充道展厅通常每月销售 200 到 250 辆车。</p>
</div><p>Hai said that more than 50 percent of his customers changed from gasoline to electric cars last month, while the number of customers at the showroom was up by about 30 percent.</p>
<div class="lb-trans"><p>Hai 表示，上个月超过 50% 的客户从汽油车转向电动车，而展厅的客户数量增加了约 30%。</p>
</div><p>Opening hours had been extended to deal with the rush, he added.</p>
<div class="lb-trans"><p>他补充说，营业时间已延长以应对人流的激增。</p>
</div><p>Outside Vietnam, Chinese manufacturers specializing in EVs, particularly BYD, are booming.</p>
<div class="lb-trans"><p>在越南以外，专注于电动车的中国制造商，尤其是比亚迪，正在蓬勃发展。</p>
</div><p>At the Bangkok Auto Show earlier this month, BYD secured the most orders of any manufacturer, surpassing Japan-based Toyota for the first time.</p>
<div class="lb-trans"><p>本月早些时候，在曼谷汽车展上，比亚迪获得了所有制造商中最多的订单，首次超过了日本的丰田。</p>
</div><p>“I drive a lot, nearly 100km a day ... with the current fuel situation and no idea how long it will last, it’s become a major factor pushing me to make the switch,” said Pleng Nawintham, a 36-year-old pharmacist from Thailand.</p>
<div class="lb-trans"><p>“我每天开车近 100 公里……在当前的燃油形势下，不知道这种情况会持续多久，这已成为推动我转向电动车的主要因素，” 来自泰国的 36 岁药剂师 Pleng Nawintham 说。</p>
</div><p>BYD was also seeing increased sales in the Philippines.</p>
<div class="lb-trans"><p>比亚迪在菲律宾的销量也在增加。</p>
</div><p>Mae Anne Clarisse Bacquiano, manager of a BYD showroom in the suburbs of Manila, said that foot traffic at the dealership was “at another level.”</p>
<div class="lb-trans"><p>位于马尼拉郊区的比亚迪展厅经理 Mae Anne Clarisse Bacquiano 表示，展厅的客流量达到了 “另一个水平”。</p>
</div><p>“It was all because of the rise in fuel prices,” she said. “Earlier today, I had a customer, a doctor who was ranting to me about how he is being punished by gas prices... He was in a hurry to go full electric. There’d be a huge difference in expenses.”</p>
<div class="lb-trans"><p>“这完全是因为燃油价格的上涨，” 她说。“今天早些时候，我有一位客户，一位医生，他对油价感到愤怒……他急于转向全电动。他的开支会有巨大的差异。”</p>
</div><p>She added that all of her stock for the month had already been reserved by buyers.</p>
<div class="lb-trans"><p>她补充说，她本月的所有库存已经被买家预定。</p>
</div><p>“I don’t expect the gas [prices] to go back down over the next couple of months,” said Arlone Abello, an entrepreneur who was browsing BYD models at the showroom.</p>
<div class="lb-trans"><p>“我不认为油价在接下来的几个月会回落，” 正在浏览比亚迪车型的企业家 Arlone Abello 说。</p>
</div><p>As BYD sales decline in China due to fierce local competition, the manufacturer hopes to gain international momentum.</p>
<div class="lb-trans"><p>由于国内竞争激烈，比亚迪在中国的销量下降，但该制造商希望在国际市场上获得动力。</p>
</div><p>The company told analysts that it expects to exceed 1.5 million exported vehicles this year, well above the 1.3 million target announced in January.</p>
<div class="lb-trans"><p>该公司告诉分析师，它预计今年出口的车辆将超过 150 万辆，远高于 1 月份宣布的 130 万辆目标。</p>
</div><p>Exports of Chinese EVs — for which Southeast Asia is a major market — doubled last month compared with the same month last year across all manufacturers, the CPCA industry body said.</p>
<div class="lb-trans"><p>根据 CPCA 行业机构的数据，去年同月，中国电动车的出口量在所有制造商中翻了一番，东南亚是一个重要市场。</p>
</div><p>Economic factors are at the forefront of the increased demand for greener vehicles.</p>
<div class="lb-trans"><p>经济因素是推动对更环保车辆需求增加的前沿。</p>
</div><p>“You have the individual consumer response to what they are seeing in terms of the price of petrol or diesel suddenly surge,” said Euan Graham, an electricity and data analyst at energy think tank Ember.</p>
<div class="lb-trans"><p>“你可以看到个人消费者对汽油或柴油价格突然飙升的反应，” 能源智库 Ember 的电力和数据分析师 Euan Graham 说。</p>
</div><p>The installation of charging stations in the region is also growing rapidly.</p>
<div class="lb-trans"><p>该地区充电站的安装也在迅速增长。</p>
</div><p>Jakarta last week promised to take “more serious steps to accelerate the development of a national electric vehicle ecosystem” to combat its “high level of energy consumption.”</p>
<div class="lb-trans"><p>雅加达上周承诺采取 “更严肃的措施，加速国家电动车生态系统的发展”，以应对其 “高水平的能源消费”。</p>
</div><p>EVs are gaining momentum beyond Southeast Asia.</p>
<div class="lb-trans"><p>电动车在东南亚以外也在获得动力。</p>
</div><p>“There are signs that global demand has already picked up substantially,” Capital Economics said, adding that registrations of EVs in Japan, South Korea and New Zealand more than doubled last month, and rose by more than 50 percent in India and Australia.</p>
<div class="lb-trans"><p>“有迹象表明，全球需求已经显著回升，” Capital Economics 表示，并补充说，日本、韩国和新西兰的电动车注册量上个月翻了一番，印度和澳大利亚的注册量也增长了超过 50%。</p>
</div>

Mideast war revs up electric car demand in Asia

- 东南亚电动车销售飙升，受油价上涨影响显著。  
- 越南 Vinfast 及中国电动车制造商销售增长迅猛。  
- 今后几个月油价再降的可能性不大，推动电动车转换。

中东战争推动了亚洲电动汽车需求的增长