在欧洲汽车产业电动化推进不及预期、竞争压力持续加大的背景下，欧盟委员会日前提议放宽2035 年"禁售燃油车"相关要求，将新车"零排放"目标调整为"减排90%"。这意味着，部分燃油车届时在特定 条件下仍可进入市场。汽车工业作为欧洲核心产业，其转型直接关联巨额投资与数十万就业岗位。在多 方交织的声音中，欧盟的减排目标仍旧任重而道远。 减排量降至90% 欧盟此次汽车减排政策的重大调整，并非一时兴起。回溯政策演变过程，不难看出欧洲汽车产业的挣扎 与妥协。 2021年，欧盟委员会首次提出2035年全面禁售燃油新车的激进目标，试图以政策倒逼汽车产业向电动化 转型，引发全球汽车产业震动。2023年2月，欧洲议会以340票赞成、279票反对、21票弃权的结果通过 零排放协议，明确2035年新售汽车需实现零排放；同年3月，在德国、意大利等传统汽车工业强国的施 压下，欧盟做出首次妥协，通过修订案为使用合成燃料的内燃机汽车开辟豁免通道。 欧洲汽车制造商协会称，当前时刻堪称欧洲汽车行业的"生死关头"。清洁运输倡导组织运输与环境 （T&E）的执行董事威廉·托茨（William Todts）称，欧盟在拖延时间，而中国则在加速前进："依赖 ...

新华财经柏林12月18日电 在欧洲汽车产业电动化推进不及预期、竞争压力持续加大的背景下，欧盟委 员会日前提议放宽2035年"禁售燃油车"相关要求，将新车"零排放"目标调整为"减排90%"。这意味着， 部分燃油车届时在特定条件下仍可进入市场。 业内人士认为，这一调整是欧盟近五年来在绿色政策上的最大一次"重大退让"。这或许能为欧洲的电动 化转型争取缓冲空间，减轻企业压力，但难以从根本上解决欧洲在汽车工业转型中面临的不利局面。 近年来，欧洲在新能源关键环节的短板进一步显现。一度被寄予厚望的瑞典动力电池企业北方伏特，虽 然获得了高盛、宝马、大众等多方资本加持，但最终未能实现预期并于2024年年底申请破产。 成本压力也加大了转型难度。能源价格高企推高电动车使用成本并压缩企业利润空间，美国加征关税又 带来额外的不确定性。宝马、梅赛德斯-奔驰、大众等多家德国车企的财报显示，今年前三季度利润均 有不同程度的下滑。截至今年6月，德国汽车业在12个月内净减岗位约5.15万个，成为受冲击最为集中 的工业领域之一。 在外部竞争层面，美国通过产业补贴和贸易政策强化了本土制造。面对多重现实困境，欧盟内部对产业 安全的担忧显著上升。 禁令 ...

This story was originally published on WardsAuto. To receive daily news and insights, subscribe to our free daily WardsAuto newsletter. Premier Companies has gone West, something it would do for only one auto manufacturer. The dealership group, based in Cape Cod, Mass., in November acquired a BMW store in Fairfield in Northern California. “It is the only brand we would go there for,” Joe Laham, president of Premier Companies, told Wards Auto in a Zoom call. The Fairfield dealership is one of a growing ...

文字 | 绯红之猪 校对 | 朝乾 编辑 | e 我们小时候都读过类似的故事：美国沃尔玛超市卖10美元的芭比娃娃，中国离岸价格只有2美元，代工 厂的利润只有可怜的0.35美元。我们要做数以亿计的芭比娃娃，才能换一架美国波音公司的大飞机。 这其实，正是早年间中国制造业"大而不强"的无情写照，即被发达国家用高端制造业的剪刀差"割韭 菜"。 早年间，广东某玩具厂车间 （图：壹图网）▼ 十年前，中国提出了"中国制造2025"计划，决心用十年时间，分两步（2020、2025）彻底扭转中国制造 业在当时"大而不强"的基本现状，并选定了以下十个重点领域，作为主要突破方向： ◆ 新一代信息技术产业 高档数控机床和机器人 航空航天装备 海洋工程装备及高技术船舶 先进轨道交通装备 节能与新能源汽车 对比之下，"中国制造2025"在这群人嘴里，就变成了不知天高地厚，言外之意还是洗洗睡吧。我国没有 能力、也没有本钱挑战由西方制定的世界贸易体系。 简单来说，"工业4.0"就是将传统标准化大批量生产，通过数字化工业转型，用AI、工业物联网、大数 据、机器人与自动化等科技手段，变为大批量客制化生产。 2015年，默克尔参观西门子工厂 电力 ...

Core Insights - The B-class fuel SUV market experienced a year-on-year decline of 27% in November, with a month-on-month increase of 6% compared to October, indicating significant growth pressure [1][13] - The luxury B-class SUV segment saw a year-on-year decline of 22.6% in November, but a month-on-month increase of 14.6%, showing better monthly performance than the mainstream B-class fuel SUV market [1][13] - The traditional winter market is underperforming, with a severe drop in sales of homogeneous products, while differentiated products are performing well, reflecting a clear trend of high-end consumer upgrades [1] Market Trends - The retail growth rate of the domestic passenger car market fluctuated significantly in 2025, starting with a 1.2% increase in January-February, peaking at 15% from March to June, and then declining to -8% in November [1][4] - The market is currently in a transitional phase due to the adjustment of subsidy policies, which has led to a slowdown in sales [7][20] - The overall retail sales in the fourth quarter are expected to create a favorable growth space for the "15th Five-Year Plan" period, following strong performance during the "14th Five-Year Plan" [19][20] Sales Performance - In November, the retail sales of fuel passenger vehicles dropped by 22% year-on-year and 7% month-on-month, indicating a challenging market environment [10][11] - The luxury B-class SUV market saw significant declines, with major brands like Audi, Mercedes-Benz, and BMW experiencing year-on-year drops exceeding 20% [14][15] - The only model showing positive growth in this segment was the Cadillac XT5, which achieved a 7% year-on-year increase in sales, highlighting potential opportunities in a contracting market [14][15] Consumer Behavior - Consumers are increasingly rational, focusing on the practical value of products rather than just luxury branding, which is reshaping the luxury vehicle market [15] - Safety has become a critical concern in the automotive industry, with brands like Cadillac emphasizing safety features to enhance consumer value perception [15] Future Outlook - The automotive market is expected to continue facing challenges in 2026, with intensified competition and the need for brands to maintain distinctiveness and differentiation [19][20] - The continuation and optimization of the "old-for-new" subsidy policy is anticipated to significantly boost automotive consumption potential in the coming years [20]

乘联分会数据显示，11月德系品牌零售份额为14%，日系为11.7%，美系为5.7%，韩系为0.9%。 随着中国车市结构的巨变，自主品牌和外资品牌市场地位反转，被边缘化的跨国车企如铃木、三菱相继 退出。 车百会认为，跨国车企退出中国市场的概率与其市场规模息息相关。目前，外资独资、合资整车企业超 过45家，占乘用车企业数量的比重约为40%。其中，年销量在10万~30万辆区间的跨国车企，退出概率 为50%~80%，预计将有4～5家；而年销量在30万~60万辆区间的跨国车企，退出概率则是降至 20%~50%，预计将有2～3家。 外资品牌在华何去何从？ 上险量数据显示，在过去一年中，年销量低于10万辆的合资公司包括神龙汽车、奇瑞捷豹路虎、 smart、长安林肯、长安马自达、江铃福特等。 "年销量不足10万辆的跨国车企，退出中国市场的概率超80%，预计将有5～6家。"12月16日，在中国电 动汽车百人会论坛（2026）媒体沟通会上，车百会理事长张永伟表示，近五年来，外资品牌和自主品牌 在市场份额上出现了"剪刀差"调整，跨国车企面临着重大挑战，退出风险加大。 为了适应中国市场的变化，头部跨国车企正加快向"在中国、为中国"战 ...

Core Insights - The Chinese automotive industry is undergoing a significant transformation, moving from a "market for technology" model to a "brand for survival" approach as foreign joint venture brands face declining market shares and increased competition from local manufacturers [2][20] - The year 2025 is characterized as a turning point for joint venture brands, which are now prioritizing survival over growth by leveraging their brand equity to maintain market presence [3][20] Market Performance - In 2025, the overall market for joint venture brands in China has seen a decline, with monthly retail shares for German brands dropping from 18.4% at the beginning of the year to around 14% by year-end, and Japanese brands hovering between 11% and 13% [6][20] - The market share of joint venture brands fell from nearly 28% at the start of the year to about 22% by the end, indicating a broader trend of decline across the sector [6][20] Pricing Strategies - Joint venture brands have adopted a "one-price" model to combat declining sales, which involves sacrificing brand premiums for market share, leading to significant price reductions across various models [10][12] - The average prices of several key brands have decreased significantly, with Volkswagen's average price dropping by 15.37% and Honda's by 18.54% [11] Localization Efforts - There is a notable shift towards localization in management and product development, with foreign brands increasingly empowering local teams to make decisions that cater to the Chinese market [17][20] - The transition to local management is evident, with several key appointments of Chinese executives in leadership roles across major automotive brands [18][19] Technological Adaptation - Joint venture brands are increasingly adopting local technologies and solutions, such as Huawei's smart solutions, to meet the demands of Chinese consumers for advanced features in electric vehicles [14][15] - The focus has shifted from traditional automotive engineering to integrating smart technology and user-friendly interfaces, reflecting changing consumer priorities [14][15] Long-term Implications - The current strategies employed by joint venture brands are seen as a survival tactic rather than a sustainable growth strategy, raising questions about their long-term competitiveness in the evolving market [13][20] - The shift in valuation from brand equity to survival costs indicates a fundamental change in how these brands will operate in the future, as they must adapt to new consumer expectations and market dynamics [20]

加尔表示，随着财务层面整顿工作完成，成本削减措施有望逐步显现效果，并推动利润率回升。他指 出，裁员，尤其是在德国本土进行的裁员，虽将带来较高成本，但从中期来看，相关举措预计有助于提 升企业竞争力。(完) （文章来源：中国新闻网） 中新网柏林12月16日电(杨楚瑜马秀秀)国际会计师事务所安永15日发布的分析显示，尽管德国三大汽车 集团大众、宝马和梅赛德斯-奔驰在7月至9月期间的销量和营收整体保持稳定，但其息税前利润同比暴 跌近76%，共约17亿欧元，达到2009年第三季度以来最低水平。 安永汽车行业专家康斯坦丁·加尔表示，全球汽车行业正处于深度危机之中，而当前受冲击最严重的是 德国汽车企业。造成利润下滑的原因包括高端汽车市场整体疲软、美国关税政策、不利的汇率变动、电 动汽车领域的高额投资尚未带来回报，以及企业转型所产生的高昂成本。"所有这些因素叠加在一起， 正为德国汽车制造商带来一场'完美风暴'。" 在盈利承压背景下，德国汽车行业已有多家公司于近期宣布裁员计划，其中包括博世、采埃孚等大型汽 车零部件供应商，以及头部汽车制造商梅赛德斯-奔驰和旗下拥有多个品牌的大众集团。 ...

Group 1 - BYD recalls 88,981 vehicles due to issues with battery pack consistency, which may limit power output and pose safety risks in pure electric mode [2] - A total of 244,500 vehicles are set to be recalled by seven automotive manufacturers by November 2025, as reported by the State Administration for Market Regulation [3] - BMW recalls 144,132 vehicles due to poor waterproofing of starter relay, which may lead to electrical short circuits and fire risks [4] Group 2 - BMW recalls an additional 7,740 vehicles due to insulation monitoring issues that may cause high-voltage systems to shut down unexpectedly, increasing collision risks [4] - Ford recalls 3,357 Lincoln Navigator vehicles due to insufficient welding in the seatbelt pre-tensioner, which may lead to safety hazards [4] - Other recalls include 187 vehicles from FAW-Volkswagen ID.7 VIZZION due to airbag generator filter size deviations, and 48 Subaru Solterra vehicles due to design flaws in the panoramic monitoring system [5]

"中国合作伙伴在新能源领域的执行效率，正帮助宝马加速实现全球减碳目标。"马丁说，由于中国电池 供应商在短短数月内实现向可再生能源生产的快速转型，宝马未来战略中的核心车型iX3——其供应链 碳排放量较上一代大幅降低约42%。此外，宝马与中国合作进一步探索二次原材料的解决方案，共同推 动全球产业链的可持续发展。 在数字化与人工智能（AI）领域，宝马正在积极推动如Catena-X等开放数据生态系统的建设，利用AI技 术"打通"全产业链的质量与碳足迹管理。马丁表示，在这一进程中，宝马与百度、腾讯、华为以及其他 公司建立深度战略合作。中国在数字基础设施与AI应用场景上的优势，为宝马深化全球数字治理提供 了重要动能。 马丁表示，只有基于与中国在供应链、绿色化与数字化层面的深度协同，宝马才能保留其"纯粹的驾驶 乐趣"，因此拒绝简单购买外部车辆架构进行"贴牌"销售。宝马将继续坚持"技术开放"战略，在推进电 动化进程的同时，兼顾不同市场的差异化需求。在互学互鉴中探索创新合作模式，推动全球交通出行的 绿色低碳转型。 宝马集团董事会成员尼古拉·马丁（Nicolai Martin）日前对记者表示，尽管外部环境动荡，中国市场及 客户需 ...