欧盟撤销全面电动化计划

Group 1: Core Views - The European Commission proposed a new amendment to relax the 2035 ban on the sale of fuel and diesel vehicles, changing the carbon emission reduction target from 100% to 90% [1] - Major automotive companies such as Mercedes-Benz, BMW, Stellantis, Volkswagen, and Renault support this amendment, citing high costs of electric vehicles and insufficient charging infrastructure as barriers to achieving the expected electric vehicle penetration by 2035 [1] - There are opposing views from companies like Volvo and Polestar, which argue that changing the ban could hinder the electric transition and lead to a lag behind other countries [1] Group 2: Market Trends - The global automotive market, including Europe, is undergoing an electrification transformation, with fuel vehicles losing market share to hybrid and electric vehicles [2] - According to ACEA data, new car registrations in the EU increased by 1.4% year-on-year in the first ten months of 2025, with hybrid vehicle registrations rising to 3.11 million, accounting for 34.6% of the market [2] - The market share of gasoline vehicles decreased from 34% to 27.4%, while pure electric vehicle registrations reached approximately 1.47 million, growing from 13.2% to 16.4% year-on-year [2] Group 3: Growth of Plug-in Hybrid Vehicles - The registration of plug-in hybrid vehicles in the EU surged to 819,200 units, with a market share of 9.1%, up from 7% the previous year [3] - Significant growth was observed in Spain (109.6%), Italy (76.5%), and Germany (63.4%) for plug-in hybrid vehicle sales [3] - Chinese automaker BYD reported substantial sales growth in the EU, with a 452.3% increase in Spain and a 647.5% increase in Germany [3] Group 4: Challenges for Traditional Automakers - Traditional automakers like Ford and Stellantis experienced a decline in sales, with Stellantis reporting a 6% drop in the first ten months of the year [4] - These companies face challenges in electric vehicle sales and rely heavily on external supply chains for key components like batteries [4] - German Chancellor Merz and Volkswagen CEO Oliver Blume expressed skepticism about the feasibility of a complete ban on internal combustion engines by 2035 [4] Group 5: Long-term Electrification Goals - The EU's new proposal includes a policy to support small electric vehicles, offering a reward mechanism for manufacturers that assemble small electric vehicles and battery packs in the EU [5] - Renault welcomed the new plan, emphasizing the need to accelerate the promotion of electric vehicles and the introduction of small electric cars [5][6] - Volkswagen described the new proposal as economically reasonable, highlighting the special support for small electric vehicles as a positive development [6]