Core Viewpoint - The proposed reduction of fuel economy standards by former President Trump has led to a significant increase in the stock prices of European automakers, indicating a positive market reaction to the potential easing of regulations [1] Group 1: Stock Market Reaction - Stocks of major European automakers saw notable increases, with Porsche rising over 5%, Mercedes-Benz and Volvo nearly 4%, and Renault over 3%. Stellantis also experienced gains of over 3% in both Italy and France [1] Group 2: Regulatory Changes - Trump's proposal aims to lower the average fuel economy standard for light vehicles to approximately 34.5 miles per gallon by 2031, a significant decrease from the current requirement of 50.4 miles per gallon [1] - The U.S. Department of Transportation estimates that the new standards could save car buyers $109 billion over the next five years, with an average reduction of $1,000 in the purchase cost of new vehicles [1] Group 3: Industry Perspectives - Stellantis' CEO expressed a desire to collaborate with the National Highway Traffic Safety Administration to create policies that balance environmental responsibility with affordability for consumers [2] - Volvo acknowledged the uncertainty surrounding the regulatory changes but remains committed to becoming a fully electric vehicle company by 2040, while also planning to introduce several hybrid models in the U.S. by 2029 [2] - An automotive analyst from Equita noted that the proposed standard changes were not unexpected and are likely to have a positive impact on the industry, with speculation that the EU may soften its electrification targets by 2035 [2]
特朗普政府放宽燃油经济性标准以促进汽油车发展 欧洲汽车股应声走高