中国电车在欧洲卖爆，市占率创历史新高

Core Insights - Chinese automakers have made significant progress in the European electric vehicle (EV) market, achieving a record market share of 12.8% in November [1] - The market share for Chinese brands in the rapidly growing hybrid vehicle sector has surpassed 13%, covering the EU, European Free Trade Association countries, and the UK [1] - Chinese companies are strategically absorbing the additional tariffs imposed by the EU on Chinese-made EVs, focusing on hybrid models and non-EU markets to mitigate trade barriers [1][2] Group 1 - Chinese automakers, led by BYD and SAIC, along with new entrants like Chery and Zhejiang Leapmotor, have intensified efforts to expand in the European market [1] - Leapmotor's EV sales in Europe surged over 4000% as of October, supported by a joint venture with Stellantis NV [1] - Chery's Omoda brand experienced a 1100% increase in EV sales during the same period [2] Group 2 - In response to the competitive pressure from Chinese EV manufacturers, European automakers are striving to catch up and are lobbying to relax regulations on phasing out traditional combustion engine vehicles [2] - EU officials have proposed abandoning the plan to ban the sale of new combustion engine vehicles by 2035, reflecting the pressure faced by the European automotive industry during the transition to electrification [2]