欧美市场滑坡严重！今年全球电动汽车销量增速预计创疫情来新低

Group 1: Global Electric Vehicle Market Outlook - The global electric vehicle (EV) sales growth is expected to reach its lowest level since the pandemic, with a projected increase of only 13% to 24 million units by 2026, down from a 22% growth forecast for 2025 [1] - Factors such as the cancellation of EV tax incentives by the Trump administration and the EU's relaxation of the fuel vehicle ban are impacting the industry's prospects this year [1] - The U.S. EV sales are predicted to decline by 29% to 1.1 million units in 2026 after reaching a record 1.5 million units in 2025, while European sales are expected to slow to a 14% growth rate, totaling 4.9 million units [1] Group 2: China's Electric Vehicle Market - In China, the largest EV market, sales are expected to reach 15.5 million units this year, up from 13.3 million units in 2025, although the growth rate will be lower than in the previous five years [2] - Chinese manufacturers like BYD have driven sales growth by introducing more affordable models, which have pressured traditional European and American automakers [2] - BYD is projected to become the largest global EV manufacturer by 2025, expanding its presence in Europe and other overseas markets [2] Group 3: Shift in Consumer Preferences - Industry executives anticipate a continued rise in sales of hybrid and plug-in hybrid vehicles due to insufficient charging infrastructure, making consumers hesitant about pure electric vehicles [3] - Ford's CEO indicated that the share of EVs in the U.S. new car market may drop from about 10% last year to around 5% recently [4] - In contrast, most automotive executives expect the Chinese EV market to maintain growth in 2026, supported by broader stimulus measures and local government investments in charging infrastructure [4] Group 4: Industry Adjustments and Future Outlook - The challenging outlook this year necessitates that automakers continuously adjust their product lineups during the transition from fuel vehicles to electric vehicles [5] - Executives emphasize the need for flexibility in product offerings during the transition, while maintaining a strong belief in the future of electric vehicles and the decarbonization of transportation [5]