U.S. EV market shows signs of bottoming out: Bernstein
Yahoo Finance ·
U.S. EV market shows signs of bottoming out: Bernstein Sam Boughedda Mon, August 17, 2026 at 8:14 AM EDT 1 min read 1211.HK 81211.HK TSLA 300750.SZ Investing.com -- Bernstein said global electric vehicle demand recovered in the second quarter, with the U.S. market showing signs of stabilization after a weak start to the year. Global passenger xEV sales, covering battery electric and plug-in hybrid vehicles, reached 1.98 million units in June, up 9% year over year, the firm said. China reportedly accounted for 51% of the total, followed by Europe at 27%, the rest of the world at 15% and North America at 7%. "Rest of world and Europe are the fastest-growing regions for EV demand, while the US show signs of stabilization (-4% YoY)," analyst Neil Beveridge wrote. He added that U.S. sales fell to 136,000 units in June, though Bernstein noted the market has posted five consecutive months of growth from January lows. Chinese sales rose 6% month over month to 1.02 million units but declined 11% from a year earlier following subsidy reductions. European volumes grew 34% to 539,000 units, while rest-of-world sales doubled to 288,000. Bernstein said pure battery electric sales remain strong while hybrids are weakening, with BEV volumes up 20% to 1.42 million units and PHEV sales down 12%. BYD led among manufacturers with 283,000 units, despite a 25% decline, followed by Tesla at 208,000 units, up 19%. Battery demand continues to outpace vehicle sales as automakers opt for larger packs, the firm said, with lithium-ion demand rising 22% to 112 GWh. CATL's year-to-date market share has climbed to 39% from 36% in 2025. U.S. EV market shows signs of bottoming out: Bernstein JPMorgan outlines ten strategic themes that could shape the outlook for 2026 5 reasons why Jefferies thinks Meta's pullback is a buying opportunity
AI 시장 분석
According to a Bernstein report, global xEV sales in June increased by 9% year-over-year to 1.98 million units, with the US market showing a recovery by passing its trough. Notably, Battery Electric Vehicle (BEV) sales grew by 20% to 1.42 million units, leading to expanded battery demand. Investors need to pay attention to stabilization signals in the US market and the rebound in battery demand.
상승 영향
- Electric Vehicles — Global EV sales in June rose 9% to 1.98 million units, and the US market showed signs of passing its trough with five consecutive months of growth.
- Batteries — Demand for lithium-ion batteries spiked 22% to 112 GWh due to a preference for large-capacity packs, leading to expected earnings growth for related companies.
DYAX 전담 분석
Global xEV sales in June reached 1.98 million units, up 9% year-over-year, and the US market entered a bottoming phase, recording growth for five consecutive months after overcoming early-year slump. In particular, Battery Electric Vehicles (BEVs) surged 20% to 1.42 million units, raising expectations for improved earnings among electric vehicle and battery-related companies.
The bullish scenario is a sharp surge in profitability for related manufacturers driven by a full recovery in the US market and a 22% increase in battery demand, while the bearish scenario is a slowdown in demand in regions where the aftermath of subsidy cuts persists. Monthly sales data and shipments from major manufacturers should be monitored going forward.
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