东京/雅加达/吉隆坡——东南亚第三季度汽车销量突破80万辆，为去年最后三个月以来首次，电动汽车和混合动力汽车需求增长帮助推动了该地区主要市场的复苏。
TOKYO/JAKARTA/KUALA LUMPUR -- Auto sales in Southeast Asia topped 800,000 vehicles in the third quarter for the first time since the final three months of last year, as growing demand for electric and hybrid vehicles helped fuel recoveries across major markets.
《日经亚洲》考察了该地区五大汽车市场7月至9月的销售数据。合计销量同比增长13%，达到828,172辆，其中印度尼西亚、泰国和越南录得两位数增长。
Nikkei Asia examined July-to-September sales data from the region's five major automotive markets. Combined sales rose 13% from a year earlier to 828,172 vehicles, with Indonesia, Thailand and Vietnam posting double-digit growth.
东南亚最大汽车市场印度尼西亚第三季度汽车销量为242,411辆，同比增长31%，创下2026年最强季度表现。8月销量达到81,756辆，为全年最高月度总量，原因是印尼国际车展（GIIAS）前后需求回升，且电动汽车销量持续扩大。
Indonesia, Southeast Asia's largest auto market, recorded 242,411 vehicle sales in the third quarter, up 31% from a year earlier and its strongest quarterly performance of 2026. Sales reached 81,756 vehicles in August, the year's highest monthly total, as demand picked up around the Gaikindo Indonesia International Auto Show (GIIAS) and EV sales continued to expand.
主要GIIAS车展于7月底至8月初在雅加达附近举行，凸显了中国和日本汽车制造商之间日益激烈的竞争。中国品牌在GIIAS期间获得超过21,000辆汽车订单，其中比亚迪拿下超过4,000辆，仅次于丰田的6,175辆。
The main GIIAS show, held near Jakarta from late July to early August, highlighted intensifying competition between Chinese and Japanese automakers. Chinese brands received more than 21,000 vehicle orders during GIIAS, with BYD taking more than 4,000, second only to Toyota's 6,175.
中国汽车制造商正凭借不断扩充的、面向印尼大众市场的相对平价电动汽车阵容赢得买家。在GIIAS上，比亚迪发布了本地生产的七座M6电动MPV，起售价为3.95亿印尼盾（约合2.2万美元）。该车企8月批发销量为7,870辆，成为当月印尼最畅销品牌之一。
Chinese automakers are winning buyers with an expanding range of relatively affordable EVs tailored to Indonesia's mass market. At GIIAS, BYD unveiled a locally produced version of its seven-seat M6 electric MPV, which starts at 395 million rupiah ($22,000). The automaker wholesaled 7,870 vehicles in August, becoming one of Indonesia's top-selling brands that month.
丰田阿斯特拉汽车公司的营销主管川井修二表示，电动汽车需求的推动因素不仅是具有竞争力的定价，还有政策支持。“雅加达交通限制的豁免，”他说，“正在提振整个纯电动汽车市场。”丰田在GIIAS展会上收到的订单中，超过一半来自本地组装的电动化车型，包括Kijang Innova混合动力版、Veloz混合动力EV和Yaris Cross混合动力EV。丰田表示，混合动力车型的订单较上年展会 nearly翻了一番。
Shuji Kawai, a marketing executive at Toyota-Astra Motor, said EV demand is being driven not only by competitive pricing but also by policy support. "The exemption from Jakarta's traffic restrictions," he said, "is boosting the entire battery electric vehicle market." More than half of Toyota's orders at GIIAS came from locally assembled electrified models including the Kijang Innova Hybrid, Veloz Hybrid EV and Yaris Cross Hybrid EV. Hybrid orders nearly doubled from the previous year's show, Toyota said.
丰田第三季度批发销量为63,877辆，大发以38,897辆位居其后。中国品牌中销量最高的比亚迪售出20,470辆，凸显出中国汽车制造商正在迅速抢占市场份额，尽管日本品牌仍占据主导地位。
Toyota wholesaled 63,877 vehicles in the third quarter, followed by Daihatsu at 38,897. BYD, the top-selling Chinese brand, sold 20,470, underscoring how quickly Chinese automakers are gaining ground even as Japanese brands remain dominant.
“购买日本混合动力车的消费者表示，他们选择这些车是因为在购车流程和售后服务方面令人安心，”川井说，他使用了混合动力汽车的缩写。
"Japanese HV buyers say they choose them because of the peace of mind they provide regarding the purchase process and after-sales service," Kawai said, using an abbreviation for hybrid vehicles.
泰国曾是东南亚最大的汽车市场，其第三季度销量加速增长，同比增长约20%，原因是电动化汽车的需求持续激增。今年前九个月，乘用纯电动汽车（BEV）注册量跃升94%，达到近16.8万辆，而混合动力汽车注册量攀升24%，超过13万辆。
Sales in Thailand, once Southeast Asia's largest auto market, accelerated in the third quarter, rising about 20% from a year earlier as demand for electrified vehicles continued to surge. In the first nine months of the year, passenger battery EV (BEV) registrations jumped 94% to nearly 168,000 vehicles, while hybrid registrations climbed 24% to more than 130,000.
在泰国快速电动化的市场中，中国和日本汽车制造商已形成截然不同的定位。
Chinese and Japanese automakers have carved out sharply different positions in Thailand's rapidly electrifying market.
今年前九个月，中国品牌约占乘用纯电动汽车注册量的90%，而日本汽车制造商则控制了近98%的混合动力细分市场。
Chinese brands accounted for about 90% of passenger BEV registrations in the first nine months, while Japanese automakers controlled nearly 98% of the hybrid segment.
29岁的房地产经纪人巴斯驾驶的是一辆中国长安汽车旗下的深蓝L07电动车。他说自己是从燃油车和混合动力车换过来的，目前对这辆电动车仍然满意。“考虑到它在泰国设有生产基地，这个品牌本身似乎也比其他品牌更可靠，”他说，“而且经销商的售后服务也不错。”47岁的Grab司机努塔桑·塔纳昆塔桑最近买了一辆丰田Yaris Cross，他说自己曾考虑购买电动车，但最终选择了混合动力车，因为他还没有完全下定决心改换电动车。他列举了丰田的维修网络、较低的持有风险以及更强的转售价值等优势。
Bass, a 29-year-old real estate agent who drives a Deepal L07 EV from China's Changan Automobile, said he switched from internal-combustion and hybrid vehicles and remains satisfied with the EV. "The brand itself also seems more secure than others, given that it has a production base in Thailand," he said, "and the dealer's after-sales service is also good." Nuttasan Tanakuntasan, a 47-year-old Grab driver who recently bought a Toyota Yaris Cross, said he considered buying an EV but ultimately chose a hybrid because he wasn't fully convinced about switching yet. He cited Toyota's maintenance network, lower ownership risk and stronger resale value as advantages.
在越南，越南汽车制造商协会（VAMA）成员报告的第三季度销量增长13%，达到94,196辆。与本分析中的其他市场一样，该数据基于行业协会的统计。若计入非协会成员VinFast和现代的销量，合计销量约为17万辆，使越南几乎与泰国持平。
In Vietnam, sales reported by members of the Vietnam Automobile Manufacturers' Association (VAMA) rose 13% to 94,196 vehicles in the third quarter. As with the other markets in this analysis, the figure is based on industry association data. Including sales from non-members VinFast and Hyundai, combined sales reached about 170,000 vehicles, putting Vietnam nearly on par with Thailand.
与印尼和泰国不同——在这两个市场，中国汽车制造商引领了向电池驱动汽车的转变——越南的转型正由一家本土企业推动。
Unlike in Indonesia and Thailand, where Chinese automakers have spearheaded the shift toward battery-powered vehicles, a homegrown company is driving Vietnam's transition.
VinFast第三季度交付超过6.5万辆汽车，在VAMA、现代和VinFast销量合计的更大市场中占比近40%。
VinFast delivered more than 65,000 vehicles in the third quarter, accounting for nearly 40% of the broader market when VAMA, Hyundai and VinFast sales are combined.
VinFast在本土市场的主导地位，得益于其不断扩充的平价电动车产品线，以及包括充电基础设施和Green SM（GSM）电动网约车服务在内的生态系统。VinFast正寻求将这一模式复制到海外，包括印度，GSM已在当地运营。
VinFast's home-market dominance has been supported by an expanding lineup of affordable EVs and an ecosystem that includes charging infrastructure and the Green SM (GSM) electric ride-hailing service. VinFast is seeking to replicate the model overseas, including in India, where GSM is already operating.
2025年12月10日，VinFast关联公司Green Smart Mobility（GSM）运营的一辆出租车行驶在马尼拉的一条街道上。菲律宾正寻求通过一项新的激励计划吸引电动汽车制造投资。
A taxi operated by Green Smart Mobility (GSM), a VinFast affiliate, travels on a street in Manila on Dec. 10, 2025. The Philippines is seeking to attract electric-vehicle manufacturing investments through a new incentive program.
马来西亚汽车市场保持相对韧性，第三季度销量上升约6%，而该国电动汽车热潮持续升温。电动汽车注册量在2026年前九个月几乎翻倍，达到53,537辆，而Proton电动汽车注册量为24,857辆，是比亚迪8,087辆的三倍多。Proton价格亲民的e.MAS系列车型需求强劲，帮助这家国有汽车制造商建立起压倒性优势。
Malaysia's auto market remained relatively resilient, with third-quarter sales rising about 6%, while the country's EV boom gathered pace. EV registrations nearly doubled to 53,537 in the first nine months of 2026, while Proton EV registrations numbered 24,857, more than three times BYD's 8,087. Strong demand for Proton's affordable e.MAS lineup has helped the national automaker build a commanding lead.
“电力比燃油便宜，电动汽车被视为买家维持生活方式的替代方案，”汽车分析师哈兹里·萨姆斯里（Hazeri Samsuri）指买家表示，并补充说，更低的维护成本也是另一个吸引力。
"Electricity is cheaper than fuel, and EVs are seen as the alternative for them to maintain their lifestyle," automotive analyst Hazeri Samsuri said, referring to buyers, adding that lower maintenance costs are another draw.
此前是马来西亚最大电动汽车卖家的比亚迪，正通过加强本地存在来重新夺回市场份额。该汽车制造商已任命Sime Darby旗下的Inokom为其本地组装合作伙伴，使其能够在更有利的税收规则下销售本地组装车型，并在大众市场更有效地竞争。
BYD, previously Malaysia's biggest EV seller, is seeking to regain ground by deepening its local presence. The automaker has appointed Sime Darby's Inokom as its local assembly partner, allowing it to sell locally assembled models under more favorable tax rules and compete more effectively in the mass market.
亚洲战略与领导力研究所（Asian Strategy and Leadership Institute）首席执行官丹尼尔·拉赫曼（Danial Rahman）拥有一辆与吉利合作开发的Proton电动汽车，并表示充电仍是一个挑战，尤其是在长途旅行中。
Danial Rahman, CEO of the Asian Strategy and Leadership Institute, owns a Proton EV developed in collaboration with Geely and said charging remains a challenge, particularly on longer trips.
“我至少有12个电动汽车充电应用程序，因为电动汽车基础设施接入几乎没有标准化，”拉赫曼说。他建议其他司机“目前先买插电式混合动力车（PHEV），因为它提供了更多灵活性。”电动汽车快速普及的速度超过了马来西亚充电基础设施的扩张。该国截至5月底拥有6,416个公共充电桩，远未达到2030年30,000个的目标。比亚迪最近与国油公司Petronas的清洁能源部门Gentari达成协议，将探索建设高功率充电基础设施。
"I have at least 12 EV-charging applications because there is little standardization when it comes to EV infrastructure access," Rahman said. He advises other drivers to "get the PHEV (plug-in hybrid) for now as it provides more flexibility." Rapid EV adoption is outpacing the expansion of Malaysia's charging infrastructure. The country had 6,416 public chargers at the end of May, well short of its target of 30,000 by 2030. BYD recently agreed with Gentari, the clean-energy arm of national oil company Petronas, to explore building high-power charging infrastructure.
菲律宾仍然是东南亚的一个例外，整体车辆需求疲软。然而，电动化车辆销量激增，纯电动车、插电式混合动力车和混合动力车的合计销量在2026年前九个月飙升163%，达到54,372辆。
The Philippines remained an outlier in Southeast Asia with weak overall vehicle demand. Yet electrified-vehicle sales have surged, with combined BEV, plug-in hybrid and hybrid sales jumping 163% to 54,372 vehicles in the first nine months of 2026.
VinFast 已成为最大的受益者之一。这家越南汽车制造商今年前九个月售出 5417 辆汽车，而去年同期仅为 115 辆，占据了菲律宾汽车制造商协会（CAMPI）和卡车制造商协会（TMA）报告的电动汽车销量的大约三分之一。仅九月份，VinFast 在菲律宾就售出 865 辆汽车，成为该国最畅销的电动汽车品牌。
VinFast has emerged as one of the biggest beneficiaries. The Vietnamese automaker sold 5,417 vehicles in the first nine months of this year, up from just 115 a year earlier, giving it about a third of BEV sales reported by the Chamber of Automotive Manufacturers of the Philippines, or CAMPI, and the Truck Manufacturers Association, or TMA. In September alone, VinFast sold 865 vehicles in the Philippines, making it the country's top-selling BEV brand.
尽管规模远小于该地区主要汽车市场，新加坡展示了电动化可能达到的程度。电动汽车占 2026 年前九个月新车注册量的 63%。比亚迪是该国最畅销品牌，注册量达 10173 辆，超过丰田 4800 辆的两倍多。
Though much smaller than the region's major auto markets, Singapore offers a glimpse of how far electrification could go. BEVs accounted for 63% of new car registrations in the first nine months of 2026. BYD was the country's top-selling brand with 10,173 registrations, more than double Toyota's 4,800.