E-Car！ 欧洲平价小型车将迎大爆发

Core Insights - The Munich Motor Show highlighted the growing importance of small cars in Europe, with Stellantis calling for more EU support for this segment and the announcement of a new "Affordable Small Car Revitalization Plan" by the European Commission President [2][9] Group 1: Market Trends - European automakers are accelerating their focus on the small car market, with Volkswagen introducing affordable electric models like ID.Polo and ID.Cross, and Skoda presenting the Epiq concept car [3][4] - Small cars dominate the European sales charts, with the top three best-selling models in the first half of 2025 being Dacia Sandero, Renault Clio, and Peugeot 208, reflecting consumer preference for compact, low-emission vehicles [4][5] Group 2: Regulatory Environment - The EU's strict emissions and safety regulations have significantly increased manufacturing costs, leading to a drastic reduction in the availability of cars priced below €15,000, from 49 models in 2019 to just one in 2023 [6][7] - Stellantis and Renault are advocating for the creation of a separate category for small cars to reduce regulatory burdens and allow for more affordable production [8][9] Group 3: Competitive Landscape - Chinese automotive brands are gaining market share in Europe, with a 91% increase in registrations in the first half of 2025, particularly in the small electric vehicle segment, posing a challenge to European manufacturers [10] - The European industry is responding defensively to this competition, emphasizing the need for local supply chains and the importance of manufacturing in Europe [10][11] Group 4: Challenges Ahead - Despite the potential for revitalization, the small car segment faces challenges such as rising production costs due to regulatory compliance, raw material price fluctuations, and increasing consumer demands for smart features [11][12]