智通财经网·2025-07-21 01:52Group 1 - The European Commission is drafting a new law requiring large companies and car rental firms to switch to electric vehicle procurement by 2030, potentially impacting about 60% of new car sales in the EU, covering a market size of approximately 6.4 million vehicles per year [1] - This initiative is seen as a crucial step towards the EU's 2035 plan to ban the sale of new petrol and diesel cars, aiming to create a substantial "baseline market" to mitigate the risks associated with the transition for car manufacturers [1] - The policy draft is currently in the internal discussion phase, with plans to be officially published and submitted for parliamentary approval by the end of summer 2025 [1] Group 2 - The European Automobile Manufacturers Association emphasizes that the transition to electrification requires comprehensive policy support, including renewable energy supply, grid upgrades, and raw material access [2] - Stellantis has warned that failure to meet EU emission reduction targets could lead to the closure of its European factories, while estimates suggest that the transition may result in the loss of approximately 600,000 jobs in the European automotive sector, particularly in major manufacturing countries like Germany and France [2] - Market data indicates that electric vehicle sales in Europe are projected to account for only 15% of new car sales in 2024, significantly below the 55% reduction target for 2030, highlighting the urgency of the policy [2] Group 3 - The EU's temporary tariffs on Chinese electric vehicles have sparked strong opposition from China, while the German government expresses concerns that protectionism may weaken industrial competitiveness [3] - The EU faces the challenge of balancing green transition goals with economic feasibility amid ongoing policy negotiations [3]