Vietnam and Thailand lead ASEAN automotive growth and electrification — Eter News

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Vietnam and Thailand lead ASEAN automotive growth and electrification越南和泰国引领东盟汽车市场增长与电动化

A PwC review of the ASEAN-6 automotive market in the first half of 2026 found that Vietnam recorded the fastest total industry volume growth, while Thailand had the highest electric vehicle sales. Regional industry volume rose 11.1% year on year, as electrification, fiscal incentives, local assembly and changing tax policies reshaped competition.PwC对2026年上半年东盟六国汽车市场的审查显示，越南汽车总销量增速最快，泰国电动汽车销量最高。东盟六国行业总销量同比增长11.1%，电动化、财政激励、本地组装以及税收政策变化正在重塑市场竞争。

AfMA 1 Oct 2026 2026年10月1日

31.131.1

Vietnam TIV growth越南汽车总销量增幅

206,00020.6万

Thailand EV sales泰国电动汽车销量

15.715.7

Chinese OEM regional market share中国汽车制造商地区市场份额

01The Story新闻事实

A PwC review of the ASEAN-6 automotive market in the first half of 2026 found that Vietnam recorded the fastest total industry volume growth, while Thailand had the highest electric vehicle sales. Regional industry volume rose 11.1% year on year, as electrification, fiscal incentives, local assembly and changing tax policies reshaped competition.PwC对2026年上半年东盟六国汽车市场的审查显示，越南汽车总销量增速最快，泰国电动汽车销量最高。东盟六国行业总销量同比增长11.1%，电动化、财政激励、本地组装以及税收政策变化正在重塑市场竞争。

  • ASEAN-6 total industry volume increased 11.1% year on year in the first half of 2026.2026年上半年，东盟六国汽车行业总销量同比增长11.1%。
  • Vietnam recorded the fastest growth, with total industry volume up 31.1% year on year.越南汽车总销量同比增长31.1%，为东盟六国中增速最高的市场。
  • Thailand recorded 206,000 electric vehicle sales in the first half of 2026, up 47% year on year.泰国2026年上半年电动汽车销量达到206,000辆，同比增长47%。
  • Thailand's EV market share reached 53% in the first half of 2026, compared with 32% in the first half of 2024.2026年上半年，泰国电动汽车市场份额达到53%，高于2024年上半年的32%。
  • Chinese vehicle manufacturers increased their regional market share from around 11% in 2025 to 15.7% in the first half of 2026.中国汽车制造商在该地区的市场份额从2025年的约11%升至2026年上半年的15.7%。

ASEAN's automotive competition is increasingly being shaped by electrification policies and the shift from vehicle imports toward local production.东盟汽车竞争正越来越多地受到电动化政策以及从整车进口转向本地生产趋势的影响。

023 Dimensions维度分析

Comparison对比

Vietnam leads market growth越南领跑市场增长

Vietnam had the strongest total industry volume growth among the ASEAN-6. The source attributes variation across markets to purchasing power, consumer preferences, infrastructure, regulation and domestic automotive capabilities, while linking Vietnam's increase to strong GDP growth and VinFast sales.越南是东盟六国中汽车总销量增长最强的市场。报道将各市场表现差异归因于购买力、消费者偏好、基础设施、监管和本土汽车产业能力，并将越南的增长与强劲的GDP增长及VinFast销量联系起来。

Vietnam TIV growth越南汽车总销量增幅

H1 20262026年上半年31.1 %

H1 20262026年上半年11.1 %

  • Indonesia ranked second in TIV growth at 15.9%, followed by Thailand at 15.1%.印度尼西亚汽车总销量增速为15.9%，排名第二；泰国为15.1%，紧随其后。
  • VinFast delivered more than 115,916 EVs in the first half of 2026.VinFast在2026年上半年交付了超过115,916辆电动汽车。
Comparison对比

Thailand's electrification lead泰国电动化领先

Thailand recorded the highest electric vehicle sales among the ASEAN-6. Its EV share rose sharply compared with the first half of 2024, while BEV sales increased by approximately 84% during the period.泰国在东盟六国中录得最高的电动汽车销量。与2024年上半年相比，其电动汽车市场份额大幅上升，同期纯电动汽车销量约增长84%。

Thailand EV sales泰国电动汽车销量

H1 20262026年上半年206,000 units

H1 20262026年上半年53 %

H1 20262026年上半年84 %

  • Thailand's total industry volume also increased by around 15% in the first half of 2026.泰国汽车总销量在2026年上半年也增长了约15%。
  • Hybrid sales in Vietnam increased 83% year on year.越南混合动力汽车销量同比增长83%。
Cause因果关系

Policy is pushing localisation政策推动本地化生产

Fiscal incentives and local assembly in Vietnam, Indonesia, Thailand and Malaysia supported the expansion of Chinese OEMs. Thailand is also revamping its tax scheme to encourage localisation and greater domestic value creation.越南、印度尼西亚、泰国和马来西亚的财政激励与本地组装政策推动了中国汽车制造商的扩张。泰国还在调整税收制度，以鼓励本地化生产并提高国内价值创造。

Chinese OEM regional market share中国汽车制造商地区市场份额

H1 20262026年上半年15.7 %

H1 20262026年上半年5 %

  • PwC's Steve Yang said future success would depend less on imports and more on localisation.PwC泰国汽车业务负责人Steve Yang表示，未来的成功将更多取决于本地化，而非进口。
  • Thailand's new excise tax scheme is expected to bring consolidation, particularly among Chinese OEMs.泰国新的消费税方案预计将带来行业整合，尤其是在中国汽车制造商之间。

Key takeaway核心结论

Vietnam is the region's fastest-growing automotive market, while Thailand combines the strongest EV sales with policies aimed at building a local production base.越南是东盟增长最快的汽车市场，而泰国在拥有最高电动汽车销量的同时，也通过政策建设本地生产基础。

04What to Watch后续关注

  1. How Thailand's new excise tax scheme affects Chinese OEM consolidation and local production.泰国新的消费税方案将如何影响中国汽车制造商整合及本地生产。
  2. Whether Thailand can deepen its domestic ecosystem for batteries, components and advanced manufacturing.泰国能否进一步完善电池、零部件和先进制造的国内产业生态。
  3. Whether Vietnam's EV and hybrid demand continues after the strong first-half growth.越南电动汽车和混合动力汽车需求能否在上半年强劲增长后继续保持。
  4. How fiscal incentives and local assembly policies affect Chinese OEM market share across ASEAN.财政激励和本地组装政策将如何影响中国汽车制造商在东盟的市场份额。

05Uncertainties不确定因素

  • The source reports first-half 2026 results and does not provide full-year market outcomes.报道仅涵盖2026年上半年数据，没有提供全年市场结果。
  • The source identifies several factors behind market differences but does not quantify each factor's contribution.报道列出了造成市场差异的多个因素，但没有量化各因素的具体贡献。
  • The source does not specify the timing or detailed provisions of Thailand's revised tax scheme.报道没有说明泰国修订后税收方案的具体实施时间或详细条款。

06Sources信息来源

  1. Automotive market review of ASEAN reveals Vietnam and Thailand in the lead - AfMAAutomotive market review of ASEAN reveals Vietnam and Thailand in the lead - AfMA AfMA · 2026-10-01

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