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欧洲车企转身警示:中国别丢了燃油车底子
Sou Hu Cai Jing·2025-06-25 15:06

Core Viewpoint - Audi's decision to retract its plan to stop developing and selling internal combustion engine vehicles by 2033 reflects a broader trend among traditional automakers like Mercedes and Volvo, who are also reassessing their electric vehicle strategies due to lower-than-expected market acceptance of electric vehicles [1][2]. Group 1: Market Dynamics - The acceptance of electric vehicles in Europe is slower than anticipated, with pure electric passenger car registrations projected at 1.9931 million units in 2024, representing a market share of 15.4%, and only 13.6% within the EU [2]. - Traditional automakers face challenges in the electrification process, including high costs of electric vehicle development and production, profitability issues, and insufficient charging infrastructure [2]. - Audi's Brussels factory halted production of the Q8 e-tron due to poor sales, symbolizing the company's shift away from "full electrification" [2]. Group 2: Regional Considerations - Toyota's CEO highlighted that developing pure electric vehicles in Japan could lead to higher carbon emissions compared to hybrid vehicles, due to Japan's reliance on thermal power generation [2]. - The environmental impact of electric vehicles varies by region, influenced by energy production and consumption methods, as well as the resource consumption and pollution associated with battery production [2]. Group 3: China's Strategy - China's new energy vehicles (NEVs) have achieved significant market penetration, with a 50% market share in July 2024, and maintaining over 50% for five consecutive months [5]. - Government subsidies and policy support have been crucial in the early development of China's NEV industry, but there is a need to recalibrate these supports to avoid market distortions and encourage long-term healthy development [8]. - The concept of "equal rights for oil and electricity" is proposed to allow both fuel and electric vehicles to compete under the same market rules, promoting fair competition and reducing reliance on subsidies [8]. Group 4: Technological Development - Chinese automakers must not neglect the development of internal combustion engine technologies, as traditional vehicles will continue to hold a significant market share globally for the foreseeable future [9]. - Maintaining strong fuel vehicle technology can provide flexibility and options for Chinese automakers in varying market demands and policy environments, supporting sustainable development [10]. - Companies like Geely and Chery are continuing to invest in fuel vehicle technology while pursuing multiple technological pathways [9][10]. Group 5: Future Outlook - Audi's retraction of its ban on fuel vehicles presents an opportunity for Chinese automakers to reassess their development paths, emphasizing the need for a balanced approach between NEV advancements and traditional vehicle technology upgrades [11]. - The Chinese automotive industry is at a critical transition point, requiring a rational and comprehensive strategy to maintain competitiveness in the global market while avoiding isolation in electric vehicle development [11].