创业邦·2026-01-24 10:43Core Viewpoint - The article highlights the significant growth of Chinese electric vehicle manufacturers in the European market, despite challenges such as high tariffs and local competition. Chinese brands have achieved remarkable sales increases, indicating a shift in the automotive landscape in Europe [5][20]. Group 1: Market Performance - In December 2025, the European automotive market is projected to reach sales of 1.15 million units, a year-on-year increase of 7.6%. Chinese automakers' monthly sales in Europe surpassed 100,000 units for the first time, totaling 109,900 units, representing a 127% increase, with a market share of 9.5% [5]. - For the entire year of 2025, the European market is expected to sell 13.3 million vehicles, a 2.3% increase year-on-year. Sales of pure electric vehicles are projected to grow by 30%, while plug-in hybrid vehicles are expected to increase by 34%. Chinese manufacturers are anticipated to sell 810,000 units in Europe, a 99% increase, capturing a market share of 6.1% [5]. Group 2: Brand Performance - SAIC MG emerged as the top-selling Chinese passenger car brand in Europe, selling 307,000 vehicles in 2025, a 26% increase, ranking 16th overall in the market [7]. - BYD achieved sales of 187,000 units, a staggering 276% increase, moving up from 31st to 22nd place in the rankings [10]. - Chery's Jaecoo and Omoda brands ranked third and fourth, with sales of 56,944 and 52,950 units, respectively. Chery's total sales in Europe reached 120,207 units, significantly up from 17,000 units in 2024 [14]. Group 3: Strategic Insights - MG's success is attributed to its British heritage and localized design efforts, which resonate well with European consumers. The brand's pricing strategy, with models priced below £20,000, has also contributed to its strong performance despite high tariffs on Chinese electric vehicles [8][7]. - BYD's focus on meeting consumer needs for hybrid vehicles, particularly with the Seal U model, has allowed it to capture significant market share in the competitive mid-size SUV segment [10][11]. - The article notes that Chinese automakers are not relying on low-cost strategies but are instead redefining personal mobility through smart technology, efficiency, and enhanced user experience [20]. Group 4: Future Outlook - The article anticipates that from 2026 to 2028, Chinese electric vehicle exports to the EU will maintain an annual growth rate of around 20%, positioning them as a key driver of global electric vehicle market growth [20]. - The ongoing negotiations between China and the EU regarding electric vehicle subsidies may lead to a more favorable trading environment, allowing Chinese manufacturers to adapt and thrive in the European market [20].