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电动汽车将如何影响亚太地区的房地产？

2023-10-15-世邦魏理仕S***

AI智能总结

The report discusses the impact of electric vehicles on real estate in Asia Pacific. Governments in most markets in the region are planning to phase out the sale of new internal combustion engine (ICE) vehicles by 2030, with the bulk of these vehicles being passenger cars. Singapore has set a aggressive deadline of 2030, while Australia will phase out ICE vehicles by 2035. Electric vehicles (EVs) will continue to be permitted to sell hybrid electric cars, while other countries such as Korea will also allow the sale of all-electric vehicles between 2035-2049. The report also mentions the introduction of zero-emission vehicles (ZEVs), such as hydrogen fuel cell vehicles, which are already being sold in North Asia and some countries in mainland China. Toyota and Hyundai are already selling hydrogen passenger cars in North Asia, while automakers in mainland China are making lithium-ion batteries. The report concludes that investment in hydrogen fuel cell vehicles is expected to increase, with most of these vehicles not having plug-in capabilities to charge the battery.

How will electricvehicles impactreal estate inAsia Pacific? REPORT EV ChargingInfrastructure CBRE RESEARCHOCIOHER2023 01Strong growth inelectric vehicle sales Governmentscommit to phasingout ICE vehicles What is n electric ehicle? Proposed lates lor phasingout the sale of new inlernalcombustion engine (ICL)vehicles Plug-in Hybrid Electric Vehicle cPHE) ––PHEvs ar poweiod by an intornal combusLioriengine and electric. mator. This enables themto use off-board electricity tor powerSample Mxdeals: Ford Escape, VolkswagenTiguan Syy Almost all markets in Asia Pacific plan to phase ut the sale ofnew internal comhustinn eng ne (icE3 vehicles, t.he bulk nf whichccmpri sc passengor cars, <vcrtro next two cloclos Batterv ElectricvehicletBEvy Singiapoic has ecl -ho rnos. aggrcssivo deadline (2030) sul willccrtinue to permit the sale ct hybrid electric cars. Other courtriesare aiming tc plse ou: ICE vehicles between 2035-2049. ––Also known as an "All-electric" vehicle, BEvshave a ballery Lhal is chargud by plugging Lhcvehicle into charging equipment.Sample Models: BYD Seagull, Tesla Model 3 In acldition tn electric verirles, tlhe rnmira yem*s will see theIntroc uction of Zcro Emisalon Vehiclos (ZEv3, such as hydrogcfuul cell uleclriu vhic os. Toyota and Hyu ndai are already sel ing hydrogen passenger carsi Nortl- Asia, while utomrakers in mair land Chira are ra maing Lpi vestment in hycroger cammercisl vehicles: inclu.ding trucksand ousos FuelElectricvehicleFCEv) ––FCEVs are electric vehicles that use hydrogenfuel cells ta power their elec:tric rmnotars. Mostdon't have plug-in capabilities to charge thebaLlcry. inslead doing so by rcfucllinghyrrngenSample Models: Toyota Mirai, Hyundai NEXO Jo, L Dxrt"emt s _n'wu CU<L Kereych.etys' zuz EV car sales havegrown by 85% perannum over the pasttwo years Electric ve nicle sales ook off in 202c as vehicles and ch=rginginfrsatructu'e hecame more access hle. wiorldldc sslos of oetric veh elos tri>led in thc spaoe of twoycars, ruaching 10 rnillion in 2022, witf: Asia Pacific accuunlingtor al most vo thircls ct this figure. Over=ll p=ssenger ca' salesfe lin many r arkets over the sa me pe icd. Gnvernment polic es nclt.ding suasidiea alld tax incentives,along wi.h thc risc of domosic I>ran<ls, have maco main lancChira Lhu biggusl riar kul fur ulec lric vohic o zales. Howvur.Singapore a nd Irdia are registering the strongest ssles growchd ue to their low base. Ssles nf elect-ic vehicles wil rema in br sk in the med um erinTho International Energy Agency forecasts annual g olxa clcctriccar zalos will trioic Lhar: -liple Lu 37 imil iur' Ly 20G0. Electric carsaccount for just2.1% of total globalvehicle stock Despite the exponentia grewth'n sales witnessed in recentyears, e ectric vehicles accounted fcr just 14% of car salesand 2.7%. of total rar atark worlclvice in 2Y22. Norway is leadinsi thc: trensition to olect ic vchicles, withclcc Lric vuhic o achiuvirng an sB% shar u uf ncv car salus iri Hong Kcng SAR is at the foreafront of ad.opticn in AsiaPacif α. Electric vehicles accounted fnr 5:3%, of cverall vehicle$olos in 2022. Excluclirnig Hong Kuny SAR arid riainlarid ch'na, cloclri:vehicles sccounted less than 2% of exiscing vehicle stcc< inAsia Pacific as of the erd of 2022. 02 Rising demand forcharging infrastructure Electric vehiclesutilise three differenttypes of chargingpoints Chargers of electric vehicles are generally c lassitied intothr different levels accarding tc their pcwer c.tpu- Dc fast charnors necd less tha 1.5 rours to fully charge a Comnercial vehicles sueh as heavv-d.rtv trucks requ're fstcharging due to their hig er hcrsepcvier anc longerendurance. This naturally leads to hic her de Tard far Ccchargrs In Inclust rlal s nd loxglsties facilltios. Globally an averageof 10 electric carsshare one publiccharging point As electric vehicle acopticn cont'nues to increase, deria nd forpublic cha rging infrastructure is gcw.ing rapidly. Demsnc: fcr public: charc ing irfrastructure in Asia ia relativelystranger than other reg ons duc ta thc provalence ofdparLmcnls vhoic Lhc inslallalion of privale creigors is subjoclto reg llatory rastrictions anc adinistrative barriers. In rniarketswhere people live ir larded houses, pr'vste chargers can easilybe irstsllecl at, home. As of thc αnd of 20z2 thrc vicrc 2.7 mllon pul>liclv $cccssiblecharying poinl worldvidu, uy uivalent lu oric fur uvery 10electric vehic es. Over 20% of sublic c7argers are in mainlancChira and <orea. I he low elec:ric vehicle tc charging print ratir: in Knrea andSingaporc Is <lue to thc raplcl exoanslcr of venturo-capitabeckod chary ng Poinl opurelurs (CFOs2 sccking lo grabrnarket sharg. Asia Pacific requiresseveral million morecharging facilities Projectians are based an thefollowing assumptions: Charg'ng points shouldgrow largely in tandemw th elecrric. vehicle a:ar:k. Hig h- riso resicdoni Lialdgveloprnants willgradual ly acd privateThls wll roduoe rellanccupon public ch

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