南非新能源汽车路线图-79页

South Africa's New Energy Vehicle Roadmap: Summary

This document outlines the South African automotive industry's recommendations for transitioning from internal combustion engines (ICE) to New Energy Vehicles (NEV), including Battery Electric Vehicles (BEV), Plug-in Hybrid Electric Vehicles (PHEV), and Hybrid Electric Vehicles (HEV). The transition is deemed essential to align with global decarbonization goals, particularly in light of the Paris Agreement and South Africa’s commitment to achieve carbon neutrality by 2050.

🔹 Why Decarbonization is Critical

• Road transport accounts for 28% of global CO₂ emissions, with South Africa contributing 10.8% through its transport sector.
• Global NEV sales grew significantly, increasing by 114% from 2020 to 2021, though South Africa’s uptake has been slow due to high costs and limited infrastructure.
• South Africa must balance decarbonization goals with socioeconomic realities, energy challenges, and the need to maintain export competitiveness in key markets (EU, UK).

🔹 The Proposed NEV Roadmap

• The goal is to have NEVs comprise 60% of new vehicle sales by 2035, aligning with the South African Automotive Masterplan (SAAM) 2035.
• Key transitions include shifting from ICE vehicles to electrified powertrains, increasing local content in NEV production, and developing charging infrastructure.

🌐 Global Context and Commitments

• Countries like China, the EU, and the UK are aggressively transitioning to NEVs through regulations, subsidies, and bans on ICE sales (e.g., EU bans ICE by 2035).
• Global NEV sales increased from 3.24 million in 2020 to 6.6 million in 2021, with China leading the market.
• Challenges include battery supply constraints, high mineral demand (lithium, cobalt, nickel), and grid reliability.

🛣 Current NEV Landscape in South Africa

• NEVs currently account for only 0.19% of South Africa’s new vehicle market (218 sales in 2021), lagging behind global averages.
• Price differentials are significant: HEVs are 12% more expensive than ICE vehicles, PHEVs 43%, and BEVs 52%.
• Export markets (EU, UK) require 60% local content for duty-free access, posing a barrier without NEV localization.

📍 NEV Transitional Requirements

1. NEV Purchasing Subsidy: Direct subsidies (e.g., R20,000 for HEVs, R40,000 for PHEVs, R80,000 for BEVs) to offset the high upfront costs.
2. Rules of Origin Alignment: Reduce the 60% local content requirement for duty-free access to the EU/UK to accommodate battery sourcing challenges.
3. Localisation of NEV Components: Support investments in battery production and other NEV-specific technologies to increase local value-addition.
4. NEV Investment Incentives: Enhance the Automotive Investment Scheme (AIS) from 30% to 50% for NEV-related investments.

🏁 Conclusion

• South Africa must urgently implement these measures to maintain its automotive manufacturing ambitions and remain competitive in global markets like the EU and UK.
• The transition requires balancing demand-side incentives (subsidies, consumer education) and supply-side investments (infrastructure, R&D).
• Collaboration between government, industry, and stakeholders is essential to address socioeconomic challenges while pursuing sustainable growth.

For further details:
www.naamsa.co.za