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拉美电动巴士破万辆,巴西多城跟进,中资供应链迎窗口期

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Electric buses expand in Brazil beyond São Paulo

拉美电动巴士运营总数达1万辆,巴西圣保罗等城市加速扩张,中资电池、充电桩及整车企业面临采购与投资窗口期,但融资和电网配套仍是主要挑战。

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拉美电动巴士破万辆,巴西多城跟进,中资电池、充电桩及整车企业面临采购与投资窗口期。

据E-Bus Radar平台数据,截至2025年8月,拉丁美洲电动巴士运营总数达到10,000辆,覆盖13个国家80个城市,每年减少超过1000万吨二氧化碳排放。巴西圣保罗市6月新增500辆电动巴士,总数达1,759辆,其中1,570辆为电池驱动,189辆为无轨电车。智利圣地亚哥、巴西圣保罗和哥伦比亚波哥大合计拥有超过7,000辆电动巴士。这一数据将在8月11日至13日于圣保罗举行的拉丁美洲交通博览会(Lat.Bus)上正式发布。对在巴中资企业而言,电动巴士的规模化部署意味着电池、充电设施及整车出口的潜在订单增加,但融资结构和电网配套仍是进入门槛。

拉丁美洲电动巴士运营总数达到10,000辆,覆盖13个国家80个城市,每年减少超过1000万吨二氧化碳排放。该数据由E-Bus Radar平台统计,该平台隶属于C40城市气候领导联盟和国际清洁交通委员会(ICCT)。巴西圣保罗市在6月新增500辆电动巴士,总数达1,759辆,其中1,570辆为电池驱动,189辆为无轨电车,每年减少约13万吨二氧化碳排放,节省5700万升柴油。巴西全国电动巴士数量从2017年的约80辆增长至2025年的约1,700辆,其中80%以上集中在圣保罗。智利圣地亚哥自2016年开始电动化,目前超过60%的巴士为电动。哥伦比亚波哥大也在扩张之列。

对中资企业而言,电动巴士的快速普及直接关联到电池、充电桩、整车及零部件供应链。巴西目前约有10家电动巴士制造商,技术不再是瓶颈,但融资和项目结构是主要挑战,包括电网容量、充电设施和场站升级。圣保罗市政府采用部分补贴模式,覆盖电动巴士与柴油巴士的价差,并安排了约65亿雷亚尔的投资计划,目标到2028年拥有2,200辆电动巴士。其他城市如贝洛奥里藏特计划采购约100辆,累西腓将获得100辆(联邦资金3.19亿雷亚尔),库里蒂巴在新特许经营模式中纳入250辆,萨尔瓦多正在开发公共充电基础设施。这些项目由ZEBRA联盟和Mutirão Brasil项目推动,后者由C40和GCoM共同领导,支持城市与融资来源对接。底稿未明确提及中资企业直接参与,但通过设备采购、项目融资和技术合作等机制,中资供应商可能间接受益。

底稿显示,圣保罗的经验结合了法规和融资,城市气候变化法案设定了减排目标,并纳入2018年以来的特许经营合同。圣地亚哥的成功因素之一是分离车辆所有权与系统运营,吸引投资者融资购车。CBI认为,中资企业可关注巴西各城市特许经营招标中的车辆供应和充电设施建设机会,尤其是圣保罗2028年2,200辆的目标和库里蒂巴的250辆新订单。同时,融资结构是决定中资企业能否切入的关键,部分补贴模式意味着政府承担部分价差,但企业仍需垫资或寻找长期融资方案。CBI观察,巴西电动巴士市场已从试点转向大规模部署,但电网容量和场站升级可能成为交付瓶颈,中资企业若能在这些领域提供解决方案,将更具竞争力。

待观察的跟踪点包括:圣保罗2028年2,200辆目标的阶段性采购进度;累西腓100辆电动巴士的交付时间及联邦资金使用情况;库里蒂巴新特许经营模式下250辆电动巴士的招标时间表;以及巴西国家电力局(ANEEL)对充电基础设施的监管政策是否调整。

CBI 观察编辑判断

底稿显示拉美电动巴士已从试点转向大规模部署,巴西多城市明确采购计划。CBI认为,中资企业应关注圣保罗2028年2,200辆目标及库里蒂巴250辆订单,但融资和电网配套是主要挑战,需提前布局。

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信息概要

类型
行业趋势
方向
巴西
分类
科技平台
层级
编辑整理
地点
中资电池、充电桩、整车及零部件企业;巴西及拉美公交运营商;电网和基础设施供应商。
核验
待核验
对象
在巴中资企业投资者出口商
话题
科技行业趋势政策

来源信息

来源
Valor International
原文标题
Electric buses expand in Brazil beyond São Paulo
原始语言
英语
原文链接
查看原文 →
编辑
Clara Lin
查看原文(英语

Electric buses expand in Brazil beyond São Paulo

Latin America has reached 10,000 electric buses in operation, according to E-Bus Radar, a digital platform that monitors and maps electric mobility. The platform is affiliated with C40 Cities and the International Council on Clean Transportation (ICCT), an independent organization founded in 2001. Combined, the fleets of 80 cities across 13 countries in the region prevent more than 10 million tonnes of CO₂ emissions a year, according to the organizations. The data will be presented in a report by C40 and the ICCT at the Latin American Transport Fair (Lat.Bus), held August 11-13 in São Paulo. Santiago, Chile; São Paulo; and Bogotá, Colombia, lead the expansion of electric buses, with a combined fleet of more than 7,000 vehicles. In Brazil, São Paulo added 500 electric buses in June, bringing its total to 1,759 vehicles—1,570 battery-powered buses and 189 trolleybuses. The fleet prevents about 130,000 tonnes of CO₂ emissions a year and saves 57 million liters of diesel. “These 10,000 buses in Latin America are a milestone because they show that we are moving beyond pilot projects toward deployment on a larger scale. In Brazil, we are now beginning to see other cities joining this shift alongside São Paulo,” said Eduardo Siqueira, senior transportation manager for Mutirão Brasil, a program run by C40 and the Global Covenant of Mayors for Climate and Energy (GCoM). Brazil had about 80 electric buses in 2017. By 2025, the fleet had grown to roughly 1,700, more than 80% of them in São Paulo. São Paulo’s experience combines two factors: regulation and financing. The city’s Climate Change Act established emission-reduction targets for public transit, which have been incorporated into concession contracts since 2018. “That drove a shift in technology, but regulation alone would not have been enough. The financial issue also had to be addressed because an electric bus still costs more to purchase than a diesel vehicle,” Siqueira explained. To lower that barrier, the city government adopted a partial subsidy model covering the difference between the price of an electric bus and that of its diesel equivalent. The city also structured an investment program of about R$6.5 billion, with the participation of Brazilian and multilateral institutions. São Paulo aims to have 2,200 electric buses by 2028. Latin America’s leader, Santiago began electrifying its fleet in 2016 and now has more than 60% electric buses. One factor that accelerated the transition was separating vehicle ownership from system operations, allowing investors to finance bus purchases while specialized companies operate the service. “That attracted more bidders to tenders and expanded investment capacity,” Siqueira noted. Technology is no longer an obstacle in Brazil. According to Siqueira, when C40 and the ICCT began their work in 2019, the country had only one manufacturer. It now has about 10, offering models of different sizes, including articulated buses. Vehicle availability is no longer the main bottleneck. The greater challenge, he said, is financing the initial investment and structuring projects, which must also account for power-grid capacity, charging equipment, and upgrades to depots and terminals. Other Brazilian cities are beginning to overcome these hurdles as they move forward with bus-fleet electrification. Belo Horizonte plans to acquire about 100 electric buses with funding from the New Growth Acceleration Program; Greater Recife will receive 100 vehicles backed by R$319 million in federal funding; and Curitiba has included 250 electric buses in its new concession model. Salvador is also developing public charging infrastructure to support the electrification of vehicles operated by private companies. The expansion is expected to reduce the fleet’s current concentration in São Paulo. The shift has been driven by the Zero Emission Bus Rapid-deployment Accelerator (ZEBRA) Alliance, an international partnership created to accelerate the introduction of electric buses into public transit systems, and Mutirão Brasil, a program established after COP30 to accelerate municipal climate-action projects. Co-led by C40 Cities and GCoM, with support from Bloomberg Philanthropies and in partnership with the federal government, the program helps structure mobility initiatives and connect cities with financing sources. “Multilevel collaboration is one of the pillars of Mutirão Brasil.” “Many cities can secure funding but struggle to structure their projects. When municipal, state, and federal governments work together, implementation moves faster,” Siqueira said. Translation: Todd Harkin

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