新华社消息，在欧洲汽车产业电动化推进不及预期、竞争压力持续加大的背景下，欧盟委员会日前提议 放宽2035年"禁售燃油车"相关要求，将新车"零排放"目标调整为"减排90%"。这意味着，部分燃油车届 时在特定条件下仍可进入市场。 业内人士认为，这一调整是欧盟近五年来在绿色政策上的最大一次"重大退让"。这或许能为欧洲的电动 化转型争取缓冲空间，减轻企业压力，但难以从根本上解决欧洲在汽车工业转型中面临的不利局面。 禁令出现松动 欧盟理事会2023年3月通过一项法规，决定从2035年起禁售导致碳排放的新的燃油轿车和小型客货车， 该政策一度被视为欧盟的"绿色新政"和交通领域去碳化的关键战略。 然而，欧盟委员会16日提出拟将2035年新车"零排放"目标调整为"较2021年减排90%"。这就为插电式混 合动力汽车、增程式汽车、轻度混合动力汽车以及内燃机车辆在2035年后的销售留出了空间。 近年来，欧洲在新能源关键环节的短板进一步显现。一度被寄予厚望的瑞典动力电池企业北方伏特，虽 然获得了高盛、宝马、大众等多方资本加持，但最终未能实现预期并于2024年年底申请破产。 成本压力也加大了转型难度。能源价格高企推高电动车使用成本并压 ...

新华财经柏林12月18日电 在欧洲汽车产业电动化推进不及预期、竞争压力持续加大的背景下，欧盟委 员会日前提议放宽2035年"禁售燃油车"相关要求，将新车"零排放"目标调整为"减排90%"。这意味着， 部分燃油车届时在特定条件下仍可进入市场。 业内人士认为，这一调整是欧盟近五年来在绿色政策上的最大一次"重大退让"。这或许能为欧洲的电动 化转型争取缓冲空间，减轻企业压力，但难以从根本上解决欧洲在汽车工业转型中面临的不利局面。 近年来，欧洲在新能源关键环节的短板进一步显现。一度被寄予厚望的瑞典动力电池企业北方伏特，虽 然获得了高盛、宝马、大众等多方资本加持，但最终未能实现预期并于2024年年底申请破产。 成本压力也加大了转型难度。能源价格高企推高电动车使用成本并压缩企业利润空间，美国加征关税又 带来额外的不确定性。宝马、梅赛德斯-奔驰、大众等多家德国车企的财报显示，今年前三季度利润均 有不同程度的下滑。截至今年6月，德国汽车业在12个月内净减岗位约5.15万个，成为受冲击最为集中 的工业领域之一。 在外部竞争层面，美国通过产业补贴和贸易政策强化了本土制造。面对多重现实困境，欧盟内部对产业 安全的担忧显著上升。 禁令 ...

Core Insights - The EU's 2035 ban on the sale of new internal combustion engine vehicles marks a significant shift towards electric vehicle (EV) adoption, impacting both European and global automotive markets [1][2][3] - This legislation will accelerate the transition to electric and hydrogen fuel vehicles, reshaping the competitive landscape and supply chain dynamics within the global automotive industry [3][6] Impact on Chinese Automotive Industry - The ban presents both challenges and opportunities for Chinese automakers, as it will directly affect the sales of traditional fuel vehicles in Europe while simultaneously expanding the market for EVs [7][12] - Chinese companies, being the largest producers and exporters of EVs, are positioned to capitalize on the growing demand for electric vehicles in Europe, provided they enhance their technological capabilities and market competitiveness [8][12] Strategic Responses Required - Chinese automakers must accelerate their transition to electric vehicles, investing in R&D, product innovation, and brand development to meet the evolving market demands [10][19] - Expanding market presence in Europe through localized production, brand promotion, and distribution networks is essential for increasing market share and influence [15][19] Technological Innovation - Focusing on technological advancements in battery technology, electric drive systems, and smart driving solutions is crucial for meeting European quality standards and consumer expectations [14][19] - Investment in cutting-edge technologies such as hydrogen fuel cells and solid-state batteries will be vital for maintaining a competitive edge in the future automotive landscape [14] Market Expansion Strategies - Establishing production bases and R&D centers in Europe will facilitate better adaptation to local market needs and enhance brand recognition [15][19] - Strengthening marketing efforts and building robust sales and service networks through partnerships with local dealers will improve customer satisfaction and brand loyalty [15][19] Brand Development - Enhancing brand reputation through high-quality products and effective communication of brand values will be key to gaining consumer trust in the European market [17][19] - Promoting brand culture and ensuring consistent brand management will help in establishing a strong market presence [17] International Collaboration - Collaborating with international automotive companies, suppliers, and research institutions will enable Chinese automakers to leverage advanced technologies and improve product quality [18][19] - Such partnerships can also facilitate knowledge transfer and enhance the overall competitiveness of Chinese firms in the global market [18]

Core Viewpoint - The 2025 World New Energy Vehicle Conference highlighted China's significant progress in the new energy vehicle (NEV) sector during the 14th Five-Year Plan, contributing to the global automotive industry's electrification transformation [1] Group 1: Industry Development - China's NEV production increased from approximately 1.4 million units in 2020 to over 13 million units in 2024, driving global NEV sales from 3 million to 18 million units [3] - In the first half of this year, global NEV sales approached 10 million units, accounting for 21.3% of total new car sales, an increase of about 4 percentage points year-on-year [3] Group 2: International Cooperation - China has established bilateral cooperation mechanisms with Europe and Japan, focusing on technological innovation and regulatory standards [2] - The cooperation between China and Germany has deepened significantly, evolving from market and capacity collaboration to technology and ecological cooperation [2] Group 3: Challenges and Future Directions - The automotive industry faces challenges such as low-temperature adaptability, quality safety, and lagging charging infrastructure [4] - The establishment of the "World New Energy Vehicle Development Organization" aims to promote green and intelligent transformation in the automotive industry [4][5] - The Ministry of Industry and Information Technology plans to enhance policy support for high-quality development in the NEV sector, including expanding market consumption and optimizing tax incentives [5]

Core Viewpoint - The global automotive industry is undergoing significant transformation, necessitating deep international cooperation to navigate complex geopolitical challenges and foster mutual development [1][3][14]. Group 1: International Cooperation - The 7th World New Energy Vehicle Conference (WNEVC) emphasized the importance of deepening international cooperation in the automotive sector [1]. - Recent reports indicate that the consideration of Chinese automotive brands by European consumers has increased from 31% in 2024 to 47% currently [3]. - The cooperation between China and Germany in the automotive industry has evolved from market and capacity collaboration to technology and ecological cooperation, yielding substantial results [3][5]. Group 2: Trade and Economic Relations - The bilateral trade volume between China and Europe is projected to reach $787.5 billion in 2024, highlighting the significance of their cooperation [5]. - The Munich Auto Show recently featured 116 Chinese companies, indicating the ongoing need for mutual learning and collaboration between the two countries [5]. Group 3: Technological Advancements - Both China and Germany are actively promoting the electrification of their automotive industries, with complementary advantages in manufacturing and technology [5][9]. - Chinese companies excel in large-scale market applications and rapid technological iterations, while German firms have deep expertise in factory and safety standards [5]. Group 4: Global Market Challenges - The international automotive market faces challenges such as tariffs and export controls, which threaten free trade and supply chain stability [14]. - The EU's anti-subsidy investigation into Chinese electric vehicle exports adds uncertainty to global automotive market development [14]. Group 5: Recommendations for Future Cooperation - Experts suggest that international cooperation should focus on practical collaboration, innovation, and the establishment of open development environments to address trade barriers and enhance supply chain resilience [16]. - The automotive industry should leverage competition to enrich cooperation, ultimately aiming for sustainable development and market demand satisfaction [16].

Core Insights - Porsche has made a significant strategic shift by deciding to launch a new crossover vehicle with fuel and plug-in hybrid systems instead of the previously planned all-electric version, indicating a response to changing market conditions [2][3][4] Market Environment - The decision to pivot is attributed to "changes in the market environment," as Porsche reassesses its electric vehicle strategy amid declining sales of its electric model, Taycan, and a slowdown in demand in the electric vehicle market [3][5][6] - Porsche's previous goal was to have over 80% of new vehicles be all-electric by 2030, but the company is now facing challenges in achieving this target [5][6] Product Strategy - Porsche plans to continue offering fuel and hybrid versions of its popular models, including the Cayenne and Panamera, while also adjusting the development of its new electric vehicle platform in collaboration with other brands under the Volkswagen Group [3][4][6] - The company aims to enhance its product lineup to meet diverse consumer needs, balancing fuel, hybrid, and electric options [4][6][7] Consumer Preferences - Market research indicates that 70% of high-end customers prefer fuel or hybrid options when purchasing vehicles, highlighting the ongoing demand for traditional powertrains in the luxury car market [7][8] - The customization project, Porsche Sonderwunsch, will be expanded to cater to the strong demand for personalized vehicles, particularly in fuel models [6][7] Financial Implications - The strategic shift may lead to significant short-term financial impacts, including an estimated $6 billion loss for the Volkswagen Group due to Porsche's deep product strategy adjustments [4][6] - The company is expected to face additional depreciation and reserves as it navigates this transition [4][6] Industry Insights - The automotive industry's shift towards electrification requires substantial investment and poses various challenges, including high R&D costs and supply chain restructuring [8][9] - Porsche's strategic adjustment reflects a broader industry trend where companies must balance technological advancements with consumer demands and market realities [10]

Core Viewpoint - The initiative by 17 key automotive companies to commit to a payment term of no more than 60 days for suppliers is a significant step towards improving the financial stability of the supply chain and promoting sustainable development in the automotive industry [1][2]. Group 1: Payment Norms and Industry Response - The China Automotive Industry Association has released a payment norms initiative that specifies requirements for goods delivery acceptance, payment terms, and encourages long-term cooperation between suppliers and manufacturers [1]. - The initiative suggests that the acceptance of goods should not exceed three working days, and payment terms should start from the date of delivery acceptance [1]. - 17 automotive companies, including major players like BYD, Geely, and Great Wall, have publicly committed to implementing the payment norms and ensuring that payment terms do not exceed 60 days [3]. Group 2: Impact on Supply Chain and Innovation - The transition to electric vehicles is accelerating, but the supply chain for new energy vehicles is still maturing, which necessitates stable expectations from suppliers [2]. - Delayed payments from manufacturers can increase operational pressure on suppliers, negatively impacting their ability to invest in technological innovation [2]. - Shortening payment terms is expected to enhance operational efficiency for manufacturers and foster a modern management system [2]. Group 3: Individual Company Commitments - Changan Automobile has implemented a payment scheme that ensures payments are made within 60 days, optimizing the payment process for suppliers [3]. - SAIC Group has announced that by June 2025, it will standardize supplier payment terms to within 60 days without using commercial acceptance bills that could increase supplier financial pressure [3]. - Geely and Great Wall have also committed to high-quality implementation of the payment norms, ensuring that payment methods do not add financial strain on suppliers [3][4].

Core Viewpoint - The Ministry of Industry and Information Technology of China supports the initiative by the China Automobile Industry Association to standardize payment practices for automotive suppliers, which is crucial for the sustainable development of the automotive industry [1][2]. Group 1: Payment Standards - The initiative outlines requirements for goods delivery acceptance, payment terms, and payment methods, including a maximum goods acceptance time of three working days and a payment term starting from the date of delivery acceptance [1]. - It recommends that small and medium-sized enterprises (SMEs) use cash or bank acceptance bills for payments and encourages stable cooperation between suppliers and manufacturers, with contracts lasting at least one year [1]. Group 2: Industry Context - The transition to electric vehicles (EVs) is accelerating, making them the market mainstream, but the supply chain for EVs is still maturing compared to traditional fuel vehicles [2]. - Delayed payments from manufacturers increase operational pressure on suppliers, negatively impacting their ability to invest in technological innovation and the overall supply chain resilience [2]. Group 3: Commitment from Manufacturers - Seventeen key automotive manufacturers have committed to a payment term not exceeding 60 days for suppliers, demonstrating corporate responsibility [2]. - The Ministry will leverage industry communication mechanisms to address implementation issues and promote a collaborative ecosystem between vehicle manufacturers and parts suppliers for sustainable industry development [2].

Core Viewpoint - The China Automobile Industry Association has issued a payment standard initiative aimed at regulating the payment practices between vehicle manufacturers and suppliers, emphasizing the importance of timely payments and fostering a collaborative ecosystem for high-quality development in the automotive industry [1][4]. Group 1: Initiative Details - The initiative outlines key aspects such as order confirmation, delivery and acceptance, payment and settlement, and contract duration, aiming to protect suppliers' interests and promote a win-win collaboration between vehicle manufacturers and component suppliers [1][2]. - It emphasizes adherence to the "Regulations on Payment for Small and Medium-sized Enterprises," discouraging large enterprises from exploiting their dominant position to harm suppliers [1][2]. Group 2: Payment and Settlement Guidelines - The initiative specifies that the payment period for manufacturers (Party A) should not exceed 60 calendar days from the date of delivery and acceptance of goods by suppliers (Party B) [2][4]. - For continuous supply from non-small and medium-sized enterprises, parties may negotiate a centralized reconciliation period, with payments calculated from the reconciliation date [2]. - It encourages cash or bank acceptance bills for payments, particularly advocating for small and medium-sized enterprises to receive payments entirely in cash or bank acceptance bills [2]. Group 3: Long-term Cooperation - The initiative advocates for establishing long-term and stable cooperative relationships, with each contract having a minimum validity period of one year [3][4]. Group 4: Industry Response and Implications - The Ministry of Industry and Information Technology supports the initiative, highlighting its role in clarifying requirements for delivery acceptance, payment periods, and fostering a stable supply chain [4][5]. - The shift towards electric vehicles is noted, with the need for a resilient supply chain and the importance of timely payments to alleviate operational pressures on suppliers, thereby promoting technological innovation and sustainable development in the industry [5]. - A commitment from 17 key vehicle manufacturers to limit payment periods to a maximum of 60 days is seen as a responsible step towards enhancing industry collaboration and sustainability [5].

Core Viewpoint - The article discusses the initiative by the China Automobile Industry Association to standardize payment terms between automakers and suppliers, aiming to support high-quality practices and ensure timely payments to suppliers [1][4]. Group 1: Payment Terms Initiative - The initiative proposes that the payment period for automakers should not exceed 60 calendar days from the date of delivery and acceptance of goods by the automaker [1][4]. - For continuous supply from non-small and medium-sized enterprises, parties can agree to consolidate accounts within a certain timeframe, with the payment period starting from the date of reconciliation [1][4]. - If the price of supplied goods is not agreed upon, the automaker should make an initial payment based on a certain percentage of the last contract price, with a minimum of 80% of the supply contract price or 50% of the development price [1][4]. Group 2: Long-term Cooperation - The initiative encourages both parties to establish long-term stable cooperative relationships, with each contract having a minimum validity period of one year [1][4]. - The initiative aims to promote a healthy development ecosystem in the automotive industry, emphasizing mutual support and shared growth between automakers and suppliers [4][5]. Group 3: Industry Context and Challenges - The industrial transformation towards electric vehicles is accelerating, with new energy vehicles becoming mainstream, while traditional fuel vehicles have a longer development history [4]. - The supply chain for new energy vehicles is still maturing, and suppliers face instability, which can hinder technological innovation and the overall development of the industry [4]. - Delayed payments from automakers can increase operational pressure on suppliers, negatively impacting their ability to invest in innovation and development [4].