麦肯锡：2026年平价电动车的未来，电池组成本的突破报告（英文版）

Until recently, the shift from internal combustion engine (ICE vehicles to battery electric vehicles (BEVs was steadily gaining momentum, driven primarily by international targets for reducing CO2 emissions. New vehicles sold have bold targets—49.5 grams of CO₂ per kilometer (km) by 2030 in the European Union,1 for example—with related penalties for exceeding fleet targets playing a major role in increased electrification. Despite some slowdown caused by geopolitical trends and constantl