欧美燃油车政策急转，汽车产业重组压力增强

Group 1 - Renault and Ford have decided to collaborate on vehicle development in Europe to alleviate the burden of redundant investments in electric vehicles (EVs) and internal combustion engine (ICE) vehicles [2][8] - The EU has announced a plan to allow the continued sale of ICE vehicles after 2035 under certain conditions, including the use of "green steel" [4] - The EU will create a new category for small EVs under 4.2 meters in length to promote their adoption by lowering technical requirements and providing incentives for locally produced small EVs [6] Group 2 - The EU's decision to allow the sale of ICE vehicles while promoting EVs has been criticized for creating confusion within the automotive industry [7] - Major automotive companies are increasingly collaborating to reduce costs, with Ford and Renault's partnership being a notable example [8] - Chinese EV manufacturers, led by BYD, are gaining market share in Europe, increasing from 9% to 12% within a year, due to strong cost competitiveness and government subsidies [13] Group 3 - The EU's new regulations will require a certain percentage of company vehicles to be zero-emission vehicles (ZEVs) starting in 2030 [6] - The automotive industry is facing pressure to accelerate the development of next-generation technologies while leveraging the time and funds gained from the continued sale of ICE vehicles [14] - Japanese automakers like Toyota and Honda are expected to benefit from the EU's focus on hybrid vehicles (HV), which offer better fuel efficiency and environmental performance [4]