<h3>汽油價格高企以及對其持續時間的不確定性是推動人們轉向電動車的主要因素。</h3>
<p>由於成本意識強的消費者湧入經銷商，東南亞的電動車（EV）銷量激增，以躲避因中東戰爭引發的燃油價格飆升。</p>
<p>亞洲國家受到的衝擊尤為嚴重，因為它們依賴的原油運輸急劇下降，且幾乎沒有替代品可供替換。</p>
<p>然而，能源危機對越南領先的電動車製造商 Vinfast 以及中國製造商來説卻是一個意外之財。</p>
<p>越南辦公室職員 Do Thi Lan 在河內的 Vinfast 展廳解釋了電動車吸引力的簡單數學。</p>
<p>“我們必須計算每月的開支，因為我們在石油上的花費一直在上升，” 她説。</p>
<p>她表示，她的家庭擁有一輛汽油車，但正在考慮購買一輛電動車以節省開支。</p>
<p>同樣在展廳的 Dao Thi Hue 也在考慮轉向電動車。</p>
<p>“駕駛電動車在成本和節省燃料、排隊加油方面都比駕駛汽油車要好得多，” 這位教師説。</p>
<p>自中東戰爭開始以來，原油價格已上漲約 50%，並在週一再次超過每桶 100 美元，推動了加油站的成本上升。</p>
<p>在納斯達克上市的 Vinfast 上個月在越南的年銷量激增 127%，達到 27,600 輛。</p>
<p>去年越南銷售的汽車中約有 40% 是電動車，但這一趨勢正在加速。</p>
<p>“此時此刻，客户在決定購買哪款汽車時非常關注燃料成本，” Vinfast 展廳的銷售副主管 Pham Minh Hai 説。</p>
<p>“在三月份我們售出了 300-400 輛車，” 他説，並補充道展廳通常每月銷售 200 到 250 輛車。</p>
<p>Hai 表示，上個月超過 50% 的客户從汽油車轉向電動車，而展廳的客户數量增加了約 30%。</p>
<p>他補充説，營業時間已延長以應對人流的激增。</p>
<p>在越南以外，專注於電動車的中國製造商，尤其是比亞迪，正在蓬勃發展。</p>
<p>本月早些時候，在曼谷汽車展上，比亞迪獲得了所有制造商中最多的訂單，首次超過了日本的豐田。</p>
<p>“我每天開車近 100 公里……在當前的燃油形勢下，不知道這種情況會持續多久，這已成為推動我轉向電動車的主要因素，” 來自泰國的 36 歲藥劑師 Pleng Nawintham 説。</p>
<p>比亞迪在菲律賓的銷量也在增加。</p>
<p>位於馬尼拉郊區的比亞迪展廳經理 Mae Anne Clarisse Bacquiano 表示，展廳的客流量達到了 “另一個水平”。</p>
<p>“這完全是因為燃油價格的上漲，” 她説。“今天早些時候，我有一位客户，一位醫生，他對油價感到憤怒……他急於轉向全電動。他的開支會有巨大的差異。”</p>
<p>她補充説，她本月的所有庫存已經被買家預定。</p>
<p>“我不認為油價在接下來的幾個月會回落，” 正在瀏覽比亞迪車型的企業家 Arlone Abello 説。</p>
<p>由於國內競爭激烈，比亞迪在中國的銷量下降，但該製造商希望在國際市場上獲得動力。</p>
<p>該公司告訴分析師，它預計今年出口的車輛將超過 150 萬輛，遠高於 1 月份宣佈的 130 萬輛目標。</p>
<p>根據 CPCA 行業機構的數據，去年同月，中國電動車的出口量在所有制造商中翻了一番，東南亞是一個重要市場。</p>
<p>經濟因素是推動對更環保車輛需求增加的前沿。</p>
<p>“你可以看到個人消費者對汽油或柴油價格突然飆升的反應，” 能源智庫 Ember 的電力和數據分析師 Euan Graham 説。</p>
<p>該地區充電站的安裝也在迅速增長。</p>
<p>雅加達上週承諾採取 “更嚴肅的措施，加速國家電動車生態系統的發展”，以應對其 “高水平的能源消費”。</p>
<p>電動車在東南亞以外也在獲得動力。</p>
<p>“有跡象表明，全球需求已經顯著回升，” Capital Economics 表示，並補充説，日本、韓國和新西蘭的電動車註冊量上個月翻了一番，印度和澳大利亞的註冊量也增長了超過 50%。</p>

比亞迪股份

比亞迪

比亞迪(ADR)

華寶智能電動汽車ETF

納斯達克全球汽車指數 - First Trust

華夏中證新能源汽車ETF

<p>中東戰爭的持續導致東南亞電動車（EV）需求激增，主要是由於汽油價格上漲。消費者越來越傾向於選擇電動車以避免燃油價格的波動，越南的 Vinfast 報告銷售增長 127%。中國製造商如比亞迪也在增長，曼谷汽車展上獲得了大量訂單。這個趨勢得到了充電基礎設施擴展的支持，以及全球電動車註冊數量的普遍增加，特別是在日本、韓國和澳大利亞</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>汽油價格高企以及對其持續時間的不確定性是推動人們轉向電動車的主要因素。</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>由於成本意識強的消費者湧入經銷商，東南亞的電動車（EV）銷量激增，以躲避因中東戰爭引發的燃油價格飆升。</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>亞洲國家受到的衝擊尤為嚴重，因為它們依賴的原油運輸急劇下降，且幾乎沒有替代品可供替換。</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，能源危機對越南領先的電動車製造商 Vinfast 以及中國製造商來説卻是一個意外之財。</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>越南辦公室職員 Do Thi Lan 在河內的 Vinfast 展廳解釋了電動車吸引力的簡單數學。</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>“我們必須計算每月的開支，因為我們在石油上的花費一直在上升，” 她説。</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，她的家庭擁有一輛汽油車，但正在考慮購買一輛電動車以節省開支。</p>
</div><p>Dao Thi Hue, also at the showroom, was looking to go electric too.</p>
<div class="lb-trans"><p>同樣在展廳的 Dao Thi Hue 也在考慮轉向電動車。</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>“駕駛電動車在成本和節省燃料、排隊加油方面都比駕駛汽油車要好得多，” 這位教師説。</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>自中東戰爭開始以來，原油價格已上漲約 50%，並在週一再次超過每桶 100 美元，推動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>在納斯達克上市的 Vinfast 上個月在越南的年銷量激增 127%，達到 27,600 輛。</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>去年越南銷售的汽車中約有 40% 是電動車，但這一趨勢正在加速。</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>“此時此刻，客户在決定購買哪款汽車時非常關注燃料成本，” Vinfast 展廳的銷售副主管 Pham Minh Hai 説。</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>“在三月份我們售出了 300-400 輛車，” 他説，並補充道展廳通常每月銷售 200 到 250 輛車。</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，上個月超過 50% 的客户從汽油車轉向電動車，而展廳的客户數量增加了約 30%。</p>
</div><p>Opening hours had been extended to deal with the rush, he added.</p>
<div class="lb-trans"><p>他補充説，營業時間已延長以應對人流的激增。</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，專注於電動車的中國製造商，尤其是比亞迪，正在蓬勃發展。</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>本月早些時候，在曼谷汽車展上，比亞迪獲得了所有制造商中最多的訂單，首次超過了日本的豐田。</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>“我每天開車近 100 公里……在當前的燃油形勢下，不知道這種情況會持續多久，這已成為推動我轉向電動車的主要因素，” 來自泰國的 36 歲藥劑師 Pleng Nawintham 説。</p>
</div><p>BYD was also seeing increased sales in the Philippines.</p>
<div class="lb-trans"><p>比亞迪在菲律賓的銷量也在增加。</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>位於馬尼拉郊區的比亞迪展廳經理 Mae Anne Clarisse Bacquiano 表示，展廳的客流量達到了 “另一個水平”。</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>“這完全是因為燃油價格的上漲，” 她説。“今天早些時候，我有一位客户，一位醫生，他對油價感到憤怒……他急於轉向全電動。他的開支會有巨大的差異。”</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>她補充説，她本月的所有庫存已經被買家預定。</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>“我不認為油價在接下來的幾個月會回落，” 正在瀏覽比亞迪車型的企業家 Arlone Abello 説。</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>由於國內競爭激烈，比亞迪在中國的銷量下降，但該製造商希望在國際市場上獲得動力。</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>該公司告訴分析師，它預計今年出口的車輛將超過 150 萬輛，遠高於 1 月份宣佈的 130 萬輛目標。</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>根據 CPCA 行業機構的數據，去年同月，中國電動車的出口量在所有制造商中翻了一番，東南亞是一個重要市場。</p>
</div><p>Economic factors are at the forefront of the increased demand for greener vehicles.</p>
<div class="lb-trans"><p>經濟因素是推動對更環保車輛需求增加的前沿。</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>“你可以看到個人消費者對汽油或柴油價格突然飆升的反應，” 能源智庫 Ember 的電力和數據分析師 Euan Graham 説。</p>
</div><p>The installation of charging stations in the region is also growing rapidly.</p>
<div class="lb-trans"><p>該地區充電站的安裝也在迅速增長。</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>雅加達上週承諾採取 “更嚴肅的措施，加速國家電動車生態系統的發展”，以應對其 “高水平的能源消費”。</p>
</div><p>EVs are gaining momentum beyond Southeast Asia.</p>
<div class="lb-trans"><p>電動車在東南亞以外也在獲得動力。</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>“有跡象表明，全球需求已經顯著回升，” Capital Economics 表示，並補充説，日本、韓國和新西蘭的電動車註冊量上個月翻了一番，印度和澳大利亞的註冊量也增長了超過 50%。</p>
</div>

Mideast war revs up electric car demand in Asia

- 東南亞電動車銷售飆升，受油價上漲影響顯著。  
- 越南 Vinfast 及中國電動車製造商銷售增長迅猛。  
- 今後幾個月油價再降的可能性不大，推動電動車轉換。

中東戰爭推動了亞洲電動汽車需求的增長