The latest data published by GANVAM and AEDIVE reflect a 32% increase in registrations of electrified cars, with a total of 12,049 units registered in January.
This shows that the elimination of the Moves Plan aid did not reflect an immediate impact on sales.
According to GANVAM, the following is indicated to Mobility Portal España: “In the year-on-year, the mathematical game is in favour, but if we analyse the inter-monthly behaviour, the market has slowed down.”
In this regard, they indicate that in December more than 15,000 electrified passenger cars were registered, while in January the figure was slightly higher than 10,400 units.
“This suggests that the cancellation of the MOVES extension will bring the market to a standstill, as the pace has already been observed to have slowed down,” they say.
They are therefore calling for urgent and retroactive reactivation of aid before March, as failure to do so could further jeopardise the achievement of the objectives.
Currently, the National Integrated Energy and Climate Plan (PNIEC) sets a goal for 2030 to reach 5.5 million electric cars.
” This requires multiplying the current volume of registrations by seven (and we are being generous because we are also counting plug-in hybrids),” they emphasize.
What is the explanation?
According to data from the association, in 2024, the total number of units sold was 133,699.
“Therefore, with a current fleet of 600,000, we should register an average of 980,000 electrified vehicles in the period 2025-2030,” they explain.
Electric car registrations in detail
In January, 100% electric cars registered a growth of 45.9%, reaching 6,611 registrations, while plug-in hybrids totaled 5,243 units, 18.1% more than in the same month of the previous year.
In terms of electric passenger cars, Spain positioned itself as the fourth European market with registered electric units in the first month of 2025.
According to sources consulted by Mobility Portal España, this is considered a “fictitious average registration”.
The explanation?
Many dealers have brought forward the registration of electric cars in response to regulatory pressure on CO2 emissions affecting some brands.
The sector warns that this phenomenon distorts the interpretation of the data.
“It’s a bit like a phantom movement that will have a huge impact on the growth of electrification in Spain,” they say.
They say the real test will come in the coming months, when sales reflect the real impact of the lack of direct incentives for buyers.
“If there is no subsidy, those consumers who were undecided between a combustion car and an electric one will opt for the former,” they say.
According to reports, the drop in registrations will probably become more noticeable in March and April, when there will be no more room to bring forward deliveries.
For brands, the first quarter is the most important in terms of registrations, as many of the orders placed in October, November and December of the previous year correspond to deliveries that take place in January, February and March.
The greatest impact is therefore expected to be seen from April onwards.
“Some manufacturers are likely to face difficulties with deliveries in March, but I think the biggest drop will occur in April ,” they say.
The sector hopes that the Administration will respond with concrete measures before this date, avoiding a prolonged slowdown in sales.
The possibility of a new MOVES is up in the air, but its development and legislative approval could take months.
Meanwhile, the European context reinforces the need for incentive policies.
On the continent, electrification continues to advance with a share of more than 20% in electrified car registrations, while in Spain this percentage remains at 14.3%.
Both AEDIVE and GANVAM insist on the need to implement urgent acceleration measures.
In this context, they propose to restore the personal income tax relief for individuals, in addition to tax incentives for companies that electrify their fleets.
