2025年德国汽车市场小幅回暖

Core Viewpoint - The German automotive market is showing signs of modest recovery in 2025, with new passenger car registrations expected to reach 2.9 million, a 1.4% increase year-on-year, despite ongoing challenges from the pandemic and economic uncertainties [1]. Group 1: Market Performance - In December, new car registrations increased by nearly 10% year-on-year, providing a boost to the previously sluggish market [1]. - The total new registrations in 2019 were significantly higher at 3.6 million, indicating that the market has not fully recovered from the pandemic's impact [1]. - The automotive market is expected to see a growth rate of only 1% in 2026, reflecting continued economic and political uncertainties [1]. Group 2: Manufacturer Performance - BMW experienced the strongest growth among German manufacturers, with new registrations increasing by 8.9% [1]. - Volkswagen maintained close to a 20% market share with a growth of 4.5% [1]. - Mercedes-Benz achieved a modest growth of only 1% in new registrations [1]. Group 3: Vehicle Types - The number of new registrations for fuel vehicles is projected to decline by approximately 20% in 2025 [1]. - The electric vehicle market is rebounding significantly, with over 545,000 new pure electric vehicles expected to be registered in 2025, marking a substantial year-on-year increase of 43.2% [1]. - The strong growth in 2025 is seen as a recovery from a significant drop in electric vehicle sales in 2024 due to the cancellation of government "environmental subsidies" [2].