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Manufacturer price cuts push BEVs to record July volume, SMMT figures show

SMMT data chart showing the July figures for UK new car registrations, highlighting the record market share achieved by BEVs.

UK new car registrations grew 11.7% in July to 156,571 units, marking eight consecutive months of growth, according to the latest figures from the Society of Motor Manufacturers and Traders (SMMT).

While headline volume points to market recovery towards pre-pandemic levels, the underlying metrics reveal significant operational shifts across buyer channels and vehicle powertrain choices.

Fleet registrations expanded by 9.5% to 93,734 units, accounting for nearly six in 10 (59.9%) of all new vehicles entering service during the month.

Private buyer demand increased 12.6% to 58,137 units, while low-volume business registrations rose 61.3% to 4,700 units.

Electrified powertrains saw the most pronounced gains. Plug-in hybrid (PHEV) volumes rose 33.6% to claim a 14.9% market share, while standard hybrid (HEV) registrations increased 11.6% to secure 13.2%.

Battery electric vehicle (BEV) registrations grew 44.5% year-on-year, reaching a 27.5% share of the monthly total.

However, the SMMT noted that current BEV adoption rates continue to rely heavily on aggressive manufacturer discounting and financial subsidies aimed at bridging the gap toward Zero Emission Vehicle (ZEV) mandate targets.

The revised full-year outlook projects BEVs reaching a 27.4% share of an estimated 2.18 million-unit market by the end of 2026, remaining below the 33% mandate requirement.

SMMT Chief Executive Mike Hawes cautioned that the current level of manufacturer margin sacrifice is unsustainable over the longer term.

“July’s record EV performance is a great achievement, reflecting industry’s huge investment in zero emission mobility,” said Mike. “But that progress cannot be sustained if manufacturers continue haemorrhaging billions in EV discounts, distorting demand to avoid even steeper penalties.

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“The sector’s commitment to decarbonisation is not in doubt but its ability to remain viable, and attract investment for an EV future, is under intense pressure.”

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