欧洲车市“冰火两重天”：销量六连涨终结，电动车渗透率悄然攀升

Group 1 - European car market sales declined in January, ending a six-month growth streak, with a total of 961,382 new car registrations, a month-on-month decrease of 3.5% [2] - Germany, which accounted for 22% of the European passenger car market last year, is experiencing a drop in sales due to high car prices and rising unemployment, leading consumers to hold off on purchases [2] - Despite the overall market weakness, demand for electric vehicles (EVs) remains strong, with a 14% increase in pure electric vehicle demand and nearly a one-third increase in plug-in hybrid vehicles [2] Group 2 - The German government announced a €3 billion (approximately $3.5 billion) EV subsidy plan aimed at low- to middle-income individuals, which is expected to boost demand for electric vehicles [3] - Chinese brands like BYD and MG have made significant progress in the European market, capturing nearly 11% of the electrified vehicle sales share [3] - Global automakers are continuously adjusting their strategies to cope with the volatility of the electric transition [4] Group 3 - Stellantis NV announced a €22.2 billion asset impairment due to insufficient profitability of its electric vehicle projects, leading to the cancellation of several planned electric vehicle models [8] - Porsche and its parent company Volkswagen have adjusted overly ambitious electrification plans, opting to increase the lineup of plug-in hybrid models [8] - Volkswagen plans to launch hybrid versions of the T-Roc SUV and Golf this fall, while Audi intends to release the entry-level electric hatchback A2 in the second half of this year [8]