马自达与中国合资EV的重要性提高

Core Viewpoint - Mazda has revised its electric vehicle (EV) strategy, delaying the production start of its globally strategic EV to 2029 due to changes in EV adoption policies in Europe and the U.S. The company plans to expand sales of EVs developed in partnership with China's Changan Automobile to navigate this transitional period [2][4]. Group 1: EV Strategy Changes - The production and sales of Mazda's globally strategic EV, which was initially set for 2027, have been postponed to 2029 [4]. - The adjustments in EV policies in major markets like the U.S. and Europe have influenced Mazda's decision, with the U.S. reducing tax incentives for EV purchases and the EU reconsidering its ban on internal combustion engine vehicles by 2035 [4][8]. Group 2: Market Adaptation - Mazda intends to combine its self-developed EVs with those from its joint venture with Changan to respond flexibly to market demands [8]. - The company plans to export EVs produced at its Nanjing factory in collaboration with Changan, with the Mazda 6e sedan set to launch in Europe in September 2025 and the CX-6e SUV expected in summer 2026 [8]. Group 3: Market Performance and Sales - In Europe, EV sales have shown significant growth, with a 27% year-on-year increase from January to November 2025, and EVs accounting for 19% of new car sales [8]. - The introduction of more affordable EVs priced around €30,000 has contributed to sustained double-digit growth in EV sales in Europe since January 2025 [8]. Group 4: Cost Management - The pricing of EVs is influenced by battery costs, and Changan Mazda is utilizing locally sourced lithium iron phosphate (LFP) batteries to keep prices competitive [9]. - Despite tariffs on Chinese EVs imposed by the EU, Chinese EVs are still considered cost-competitive, highlighting the importance of joint venture EVs for Mazda during this transitional phase [9].