全球汽车制造商评级2025：谁是向电动汽车转型领导者？

Who is leading the transitionto electric vehicles? Chang Shen, Ilma Fadhil, Irem Kok, Dale Hall,Anh Bui, Marta Negri, Stephanie Searle About the ICCT and this report The ICCT is an independent, nonprofit organization that provides first-rate, unbiasedresearch and policy analysis on clean transportation to government officials andother relevant stakeholders from civil society and industry. Our mission is to improvethe environmental performance and energy efficiency of road, marine, and airtransportation to benefit public health and mitigate climate change. The ICCT is theworld’s leading research organization dedicated solely to clean fuel and vehicle policiesand the decarbonization of the transport sector by mid-century. While the ICCT typically supports government policymakers and regulators as theydevelop policies to reduce transportation emissions, this report is for a wider audience.We believe the same approach we use to support government regulations—that is,providing timely, high-quality data and analysis to decision-makers—can help informinvestors, the broader financial sector, consumers, and auto companies at this criticaltime in the industry. This report compares global automakers in the transition to zero-emission vehicles.Our assessment might be of value to investors and rating companies. Consumers mayalso be interested in knowing how much effort each automaker is making to transitionto a fully decarbonized vehicle market and supply chains. Finally, auto companiesthemselves, many of which have pledged to achieve carbon neutrality, might findour data-driven, transparent assessment of their actions and plans to be a valuableyardstick as they work to find opportunities to improve. We will continue to update thisrating and follow our data-driven approach in future years. Disclaimer This ICCT report is intended for informational purposes only. Although the ICCT hasendeavored to organize and present data from multiple third-party sources in an even-handed and neutral fashion, the selection, interpretation, weighting, and presentationof the metrics in this rating reflect the subjective assessments and opinions of the ICCT.Additionally, while the ICCT has only used data sources it believes to be reliable, takensteps to verify such data with automakers, and identified its sources in the interest oftransparency and verification, it cannot state that the data compiled and published byothers is accurate. This report should not be construed otherwise. Acknowledgments We thank several colleagues for providing valuable feedback, including ICCT staffmembers Amit Bhatt, Dan Rutherford, Georg Bieker, Jan Dornoff, Michael Doerrer,Sarina Katz, Josh Miller, Peter Mock, Peter Slowik, and Zifei Yang; and external reviewerCato Sandford (Cerulogy). Finally, we thank the Crux Alliance, ClimateWorks Foundation, and the EuropeanClimate Foundation for financial support of this work. Any opinions, findings, andconclusions or recommendations expressed in this material are those of the authorsand do not necessarily reflect the views of these institutions. International Council on Clean Transportation communications@theicct.org|www.theicct.org|@TheICCT EXECUTIVE SUMMARY Automakers are navigating a critical inflection point in the transition to electricvehicles (EVs), characterized by a substantial broadening of the market’s geographicand economic base. In 2025, the global EV sales share among light-duty vehiclesreached 25%, a robust surge from 19% in 2024, demonstrating that the transition hasconsiderable momentum on an international scale. While established markets like Chinaand the European Union continue to grow and account for most global EV sales, othercountries like Vietnam, Thailand, Türkiye, and Indonesia are forging ahead thanks toexpanded local manufacturing, supportive fiscal policies, and strong regulations. Toensure their future in this evolving global market, the largest automakers must offer arange of competitive and affordable electric models at scale and align their targets andinvestments with a zero-emission future. This report marks the fourth iteration of theGlobal Automaker Ratingand evaluateshow the world’s 22 largest automakers are positioned for the transition to EVs. Ourevaluation is based on 10 custom-built metrics, with key data inputs validated by 10 ofthe assessed original equipment manufacturers (OEMs) to ensure the report’s findingsare accurate. Using these metrics, we track how these automakers are transitioningtheir vehicle fleets to zero tailpipe emissions and decarbonizing their manufacturingprocesses, based on their performance in 2025 in the largest markets.1This year, for thefirst time, we include Mahindra, India’s second-largest passenger vehicle manufacturer,among the assessed OEMs. Figure ES1 compares the ratings from our 2024 report withthe updated 2025 scores. Consistent with our established framework, we categorizeautomakers as “Leaders” (with a score of 66.7–100, shown i