印度的电机两轮销售今年将增长12-13%,尽管存在供应和政策挑战,明年仍回升至16-18%。 India's electric two-wheeler sales to grow 12–13% this year, rebounding to 16–18% next year despite supply and policy challenges.

由于临时供应链问题,包括稀土磁铁短缺和GST改变有利于ICE车辆(据Crisil Rachings称),本财政年度印度的电动两轮汽车销售预计增长12-13%。 Electric two-wheeler sales in India are expected to grow 12–13% in the current fiscal year due to temporary supply chain issues, including rare-earth magnet shortages and GST changes favoring ICE vehicles, according to Crisil Ratings. 在中国恢复进口和多样化努力的推动下,随着稀土供应改善,预计下一财政年度的增长将回升至16-18%。 Growth is projected to rebound to 16–18% in the next fiscal year as rare-earth supply improves, driven by resumed imports from China and diversification efforts. 尽管补贴不断下降,电池成本降低缓慢,但E2W仍然具有成本竞争力,运行成本为每公里3比萨,ICE车辆为2至2.5。 Despite declining subsidies and slower battery cost reductions, E2Ws remain cost-competitive, with running costs at 3 paisa per km versus ₹2–2.5 for ICE vehicles. 由于经销商网络更加强大、可靠性和服务质量更高,传统的OEMs在2026年1月获得62%的市场份额,超过新老品牌的业绩。 Legacy OEMs gained market share to 62% by January 2026, outperforming new-age brands, due to stronger dealer networks, reliability, and service quality.