在拥有诸多车企的德国、法国等的游说下欧盟对于禁售燃油车的目标已有所动摇，毕竟德国、法国是欧 盟的两大支柱，外媒传出的消息指欧盟很可能会修改碳排放目标，将从原来的要求碳排放降低100%改 为降低90%，而有了开始就有可能进一步降低碳排放目标。 导致欧盟改变主意很可能在于欧洲汽车行业已深刻认识到它们恐怕已无法抵御中国电车的进攻，尤其是 在电车的关键部件--电池方面，欧洲屡屡受挫，导致欧洲发展电动汽车可能受制于亚洲企业。 欧洲曾联合发起了一家电池企业Northvolt，但是在诸多欧洲车企的呵护下最终Northvolt倒闭了，原因在 于Northvolt的锂电池技术存在缺陷，更重要的是成本方面竞争不过亚洲厂商，特别是中国的电池企业。 据了解2024年全球前十大动力电池企业之中，有六家都是中国电池企业，另外四家分别是日本的松下、 韩国的SK、LG和三星SDI，而且中国电池企业占据绝对优势，其中前两大动力电池企业都是中国企 业，这两家中国动力电池企业合计就占有全球动力电池市场55%的份额。 在现有的锂电池技术上，欧洲无法立足，连被视为未来的电池技术--固态电池也未必占据优势，如今日 本和中国的电池厂商都是加速固态电池的商 ...

Core Viewpoint - The divergence among European automakers regarding the transition to electric vehicles (EVs) is becoming increasingly public, highlighted by the recent Munich Auto Show, where companies showcased new EV models while collectively calling for a delay in the 2035 ban on the sale of internal combustion engine (ICE) vehicles, reflecting the industry's struggles with the EU's climate commitments and industrial realities [1][2][5] Group 1: Industry Challenges - The EU approved a regulation in March 2023 to ban the sale of new ICE vehicles starting in 2035 to reduce carbon emissions from the transport sector, but this aggressive target is now being questioned by major automotive associations [2][3] - Major automakers like Mercedes-Benz, BMW, and Stellantis have expressed that the 2035 ban is "unrealistic" and are advocating for the continued development of hybrid and small ICE vehicles [2][3] - The transition to electric vehicles is hindered by several structural challenges, including slow progress in charging infrastructure, high electricity costs, and rising production costs, compounded by tariffs from the U.S. [4][5] Group 2: Market Dynamics - Many leading automakers have struggled to gain widespread consumer acceptance for their electric models, leading to strategic adjustments, such as Mercedes-Benz postponing its target for EV sales to 50% by 2025 and Audi shelving its aggressive electrification plans [3][4] - The cancellation of EV purchase subsidies in Germany by the end of 2023 has resulted in a significant decline in EV sales, further intensifying pressure on the industry [5] Group 3: Strategic Responses - The European Automobile Manufacturers Association suggests a multi-technology approach and calls for increased subsidies, tax reductions, and electricity discounts to enhance consumer acceptance of EVs [6] - Some automakers firmly support the 2035 ban on ICE vehicles, arguing it is crucial for maintaining European competitiveness, while others believe that the market will naturally transition as EV prices align with those of ICE vehicles [6][7] - The EU is attempting to balance the demands of the automotive industry with its climate goals, reaffirming the 2035 ban while allowing for some flexibility in emissions targets [7]

美国参议院投票通过终止加州禁售燃油车的法案，并将该法案送交美国总统特朗普签署。 ...