他指出，中国纯电动汽车的出口增长速度远远超过了泰国，而泰国仍然在 很大程度上依赖内燃机汽车的出口。 （原标题：泰国汽车出口量下降了12%） 据曼谷邮报12月25日报道,根据泰国工业联合会(FTI)的数据，从1月到11 月，泰国的汽车出口量同比下降了12%，仅为78,692辆。由于竞争日益激烈， 内燃机汽车在海外市场的份额正在不断减少。 FTI联合会副主席兼汽车产业俱乐部发言人苏拉蓬表示，汽车销量的下降 主要是由于全球各大汽车制造商纷纷停止生产内燃机车型，转而生产纯电动汽 车；此外，一些国家对燃油汽车征收了新的碳排放税，而泰国的贸易伙伴们也 遭遇了经济增速放缓的局面，这些因素共同导致了汽车销量的下降。 在这段时间内，对亚洲的出口下降了5.64%，对澳大利亚的出口减少了 16%，而对欧盟的出口则下降了33%。中东地区是一个亮点，其增长率仅为 0.45%。 苏拉蓬表示，尽管经济形势有所下滑，但泰国在亚洲和大洋洲地区仍然属 于主要的出口国。 他将这一增长归因于纯电动汽车价格变得更加亲民、泰国银行降低利率后 贷款成本下降，以及泰国国际汽车博览会期间开展的各类促销活动。 由于政府推出的激励措施使得纯电动汽车的产量有所增加 ...

【文/观察者网 潘昱辰 编辑/高莘】据路透社12月18日报道，随着欧盟放弃在2035年禁售内燃机汽车的 规定，分析师和专家表示，这为欧洲传统汽车制造商的转型争取了时间，但从长远来看，纯电动车仍然 是未来，欧盟的做法将很难继续与中国电动汽车产业竞争。 提供喘息空间 欧盟委员会的这一计划是在德国等国政府和当地汽车行业的游说下决定的。在新的规则下，插电混动车 型、增程式车型，甚至燃油车在2035年后仍能合法销售，此外，欧盟还提出一种新的小型电动车类别， 欧洲车企生产这种车型可以获得额外的信用额度。而就在今年3月，欧盟委员会还允许车企可以在三年 内实现2025年的排放目标，从而为汽车行业提供了喘息的空间。 据BBC报道，欧洲汽车制造商协会（ACEA）表示，目前电动汽车的市场需求太低，如果不改变规则， 制造商将面临数十亿欧元的处罚。 根据ACEA的行业数据，截至今年10月，欧盟纯电动汽车的销量同比增长25.7%，占总销量的16.4%，但 在南欧和东欧，其只占总销售额中的很小一部分。 据《纽约时报》报道，欧洲汽车行业分析师马蒂亚斯·施密特(Matthias Schmidt)表示，由于欧盟政策的转 型，保时捷、奔驰和宝马等 ...

2025年末，位于布鲁塞尔的欧盟总部正经历一场关乎汽车产业未来的激烈博弈。原定于12月10日公 布的汽车行业减排与电动化转型一揽子方案，包括对欧盟2035年"禁燃令"的调整、企业车队电动化配额 以及对小型车细分领域的支持等，因成员国之间的立场分歧而被推迟，主要矛盾点就在于是否要放宽 2035年"禁燃令"。 当前，欧洲汽车行业陷入工厂关闭、裁员加剧的危机之中，该一揽子方案也被视为"救市方案"。然而， 在气候承诺与产业生存的天平上，欧盟各国形成了泾渭分明的阵营：以德国、意大利为首的"缓冲派"呼 吁技术中立与过渡期豁免，法国、西班牙领衔的"坚守派"则认为应坚持2035年零排放目标，以捍卫产业 主导权；同时，北欧国家主张坚守环保底线，不赞同取消或调整"禁燃令"。这场博弈不仅是政策细节的 争论，更是欧洲汽车产业百年积淀与未来方向的深度碰撞，其结果可能会重塑全球汽车产业格局。 德、意等国要求放宽"禁燃令" 围绕是否要调整"禁燃令"，欧盟各国的矛盾进一步激化。 2023年3月，欧盟理事会通过了一项历史性提案：自2035年起，欧盟原则上禁止销售非零排放汽车。具 体而言，与2021年相比，2030年至2034年，欧盟新车（乘用 ...

欧盟委员会预计将放弃原定于2035年生效的新款内燃机汽车禁令，以满足大众汽车（VWAGY）等车企 对灵活性的要求；但极星（Polestar，PSNY）等电动车制造商警告称，此举可能削弱气候目标承诺。 责任编辑：张俊 SF065 欧盟委员会预计将放弃原定于2035年生效的新款内燃机汽车禁令，以满足大众汽车（VWAGY）等车企 对灵活性的要求；但极星（Polestar，PSNY）等电动车制造商警告称，此举可能削弱气候目标承诺。 责任编辑：张俊 SF065 ...

【文/观察者网 齐倩】 近年来，随着中国电动汽车强劲出海，欧盟输不起，有意废止"2035年内燃机汽车禁令"。 据路透社消息，当地时间12月12日，欧洲议会最大党团欧洲人民党（EPP）主席曼弗雷德·韦伯 （Manfred Weber）表示，欧洲委员会将取消原定于2035年完全停止内燃机汽车的计划。 报道称，这一决定对致力于保护其汽车制造商的德国来说是一大胜利。德国、意大利一直在大力游说推 翻该禁令，担心本国车企在新能源汽车转型时期输给竞争对手。不过，西班牙反对取消禁令，指出此举 将破坏欧洲汽车产业转型努力，或导致就业岗位流失和工厂关闭。 欧盟将废除内燃机禁令？ 在德国海德堡举行的新闻发布会上，韦伯称："下周二（16日），欧盟委员会将提出明确提案，废除内 燃机禁令。"他还说，应由市场和消费者决定如何实现气候目标。 欧洲委员会定于12月16日就该计划宣布声明，但表示不会提前评论任何提案。 韦伯未提供进一步细节，但11日晚在接受德国《图片报》采访时表示，将提出一项替代方案，从2035年 起强制要求新注册车辆减少90%二氧化碳排放，而不是原计划的完全降至零。 韦伯同时透露："从2040年起也不会有100%（减少碳排放量 ...

Group 1 - The autonomous driving company WeRide has received approval from the UAE government to launch a fully unmanned Robotaxi service in Abu Dhabi, marking a significant milestone as the first city-level L4 autonomous driving commercial license outside the US [1] - This development signifies a breakthrough for Chinese autonomous driving technology in international markets, enhancing confidence in the smart driving sector's technological implementation capabilities [1] - The move is expected to attract more long-term investments in the integration of artificial intelligence and transportation, reflecting a growing global interest in the commercialization of smart mobility [1] Group 2 - Li Auto announced that its cumulative deliveries of extended-range SUVs have surpassed 1.4 million units, with individual models like the Li L6 and L7 each exceeding 330,000 units delivered [2] - This achievement is likely to strengthen investor confidence in the company's product competitiveness and scale effects, providing solid support for its market valuation [2] - The data also boosts the morale of the new energy vehicle sector, highlighting the penetration potential of domestic smart electric vehicles in niche markets [2] Group 3 - Subaru plans to reassess its previously announced 1.5 trillion yen electrification investment and aims to achieve annual cost savings of 200 billion yen by 2030 to offset the impact of US import tariffs [3] - The company intends to reallocate some investments from pure electric vehicles to enhance the development and production of hybrid and internal combustion engine models, reflecting a strategic shift in response to tariff pressures [3] - This adjustment may prompt investors to reconsider the valuation of companies overly reliant on pure electric vehicle strategies while focusing on those with hybrid technology advantages [3] Group 4 - Great Wall Motors has established a new research and development company, Dalian Great Wall Zhike Automotive R&D Co., which will focus on new materials technology, automotive parts development, and new energy vehicle sales [4] - This initiative demonstrates the company's commitment to strengthening its technological research and industry chain integration, potentially boosting investor confidence in its long-term strategy [4] - In the context of the automotive industry's shift towards intelligence, this move may increase market interest in companies with core self-research capabilities in automotive materials and components [4]

Core Insights - The Thai automotive industry is expected to achieve domestic car sales of 600,000 units this year, despite overall weak performance, with electric vehicles (EVs) leading the market [1] - In September, sales of battery electric vehicles (BEVs) surged by 99% year-on-year, accounting for 18.8% of total car sales, surpassing internal combustion engine (ICE) vehicles at 18.7%, which saw a 22% decline in sales [1] - The transition to electric vehicles is a key factor in the anticipated increase in domestic car sales, with projections for 2024 set at 572,000 units, although high household debt levels are hindering potential buyers' access to auto loans [1] - Total car sales from January to September increased by 2% year-on-year, reaching 447,969 units compared to 438,659 units in the same period last year [1] - The new government's economic stimulus measures, particularly the "Khon La Khrueng Plus" co-payment scheme, are expected to boost consumer confidence and purchasing power [1] - In September, automotive exports grew by 7.2% year-on-year, totaling 86,056 units, driven primarily by increased sales of pure pickups and pickup-type passenger cars [1] Production Insights - Despite a 10% decline in automotive exports in the first nine months of the year, totaling 689,031 units, September saw a production increase of 4.7%, reaching 128,104 units [2] - The growth in production is largely attributed to manufacturers participating in government EV incentive programs, significantly increasing local production of BEVs to replace imported vehicles [2] - Total automotive production from January to September was 1,075,801 units, a decrease of 4.6% compared to the same period last year [3]

Core Viewpoint - The German government is seeking to adjust the EU's 2035 ban on internal combustion engine vehicles due to the automotive industry's structural challenges and declining profitability, while aiming to maintain a balance between environmental goals and industry needs [1][4][7]. Group 1: Industry Challenges - The German automotive industry, contributing approximately 5% to the GDP and employing over 8 million people, is facing a significant crisis with profits plummeting: Audi's after-tax profit dropped by 37.5% to €1.346 billion, Porsche's second-quarter profit fell by 91% to €154 million, and Mercedes-Benz's net profit decreased by 69% to €957 million [2]. - A report from consulting firm EY indicates that the automotive sector is projected to lose about 51,500 jobs from June 2024 to June 2025, representing nearly 7% of total jobs in the industry, making it the most affected industrial sector [2]. Group 2: Factors Contributing to the Crisis - The slow transition to electric vehicles (EVs) is a major factor, with only 17% of new vehicle registrations in Germany being electric, despite nearly 50% of new registrations being from companies and rental agencies [2]. - The aggressive tariff policies from the U.S. have created significant uncertainty for the global automotive industry, particularly impacting German manufacturers [3]. - Domestic political changes, including the cautious stance of the ruling coalition towards green transitions, have also contributed to the industry's challenges [3]. Group 3: Government Response and Industry Consensus - The German government is advocating for a more flexible approach to the EU's 2035 ban, emphasizing the need for hybrid and synthetic fuel technologies as transitional solutions [4][5]. - The automotive industry representatives have welcomed the government's proposal, viewing it as a positive signal that does not solely prioritize electric vehicles [5][6]. - However, there is notable opposition from environmental groups, which argue that diluting the 2035 ban could undermine the push for electric vehicle adoption and climate goals [6]. Group 4: Future Directions - The future of the proposed adjustments to the ban will depend on discussions within the EU, with German leaders planning to raise the issue at the next EU summit [7].

Core Viewpoint - Geely Automobile (00175) is expected to benefit from its internal combustion engine (ICE) and new energy vehicle (NEV) strategies, which may mitigate potential impacts from electric vehicle subsidy policies [1] Group 1: Market Positioning and Sales Forecast - The company maintains a target price of HKD 23 and a "high conviction outperform" rating [1] - Geely anticipates that its market share for new energy vehicles will exceed 29% this year, with export volume reaching 420,000 units [1] - The firm is entering new markets in Latin America and Europe while launching more NEV models overseas, which supports confidence in achieving its targets [1] Group 2: Sales Projections - Based on strong domestic and international prospects, Geely's Galaxy monthly sales are expected to exceed 150,000 units [1] - Overall sales for Geely this year are projected to surpass the target of 3 million units, with internal combustion engine sales expected to reach at least 1 million units [1]

Group 1 - Geely Automobile's stock rose nearly 4%, closing at HKD 19.77 with a trading volume of HKD 874 million [1] - The Ministry of Industry and Information Technology and other departments issued the "Automobile Industry Stabilization Growth Work Plan (2025-2026)", targeting annual automobile sales of approximately 32.3 million units by 2025, a year-on-year increase of about 3% [1] - The plan aims for new energy vehicle (NEV) sales to reach around 15.5 million units by 2025, representing a year-on-year growth of about 20% [1] Group 2 - The report from Citi indicates that Geely benefits from its internal combustion engine (ICE) and NEV layout, which may hedge against potential electric vehicle subsidy policies [1] - Geely expects its market share of new energy vehicles to exceed 29% this year, with an export volume of 420,000 units [1] - The firm is entering new markets in Latin America and Europe while launching more NEV models overseas, which boosts confidence in achieving its targets [1] Group 3 - Citi reaffirms that Geely Galaxy's monthly sales should exceed 150,000 units, with overall sales expected to surpass the target of 3 million units this year [1] - Internal combustion engine sales are projected to reach at least 1 million units [1]