12月26日，根据DataForce最新数据显示，11月欧洲纯电车注册量同比增长38%至24.8万辆，但增量主力已从主要车厂转向更 广泛的产品矩阵。其中，大众ID.3、ID.4、ID.7 三款车型同时跻身纯电销量前十，推动集团销量同比增长30%至23,396辆， 登顶11月销冠。特斯拉排名回升至第二，11月销量同比下降11%至22,355辆。雷诺、宝马11月销量均超过1.8万辆，分别位列 第三和第四。 | | Brand | BEV sales November | % change Nov. 2024 | | --- | --- | --- | --- | | 1 | VW | 23,396 | 30% | | 2 | Tesla | 22,355 | -11% | | 3 | Renault | 18,321 | 89% | | 4 | BMW | 18,056 | 26% | | 5 | Skoda | 17,805 | 75% | | 6 | Audi | 13,967 | 49% | | 7 | Mercedes | 12,472 | 4% | | 8 | BYD | 12,091 | 167% | ...

这也是在特朗普政府政策影响、以及美国电动车需求走弱的背景下，美国汽车企业放弃电动化转型的激 进案例之一。 除了福特之外，通用、Stellantis等车企同样收缩了电动化转型的计划，重新转向燃油和混动车型。 （文 / 观察者网 周盛明 编辑 / 高莘） 据路透社、《华尔街日报》等多家外媒报道，福特汽车当地时间周一表示，将计提195亿美元（约合人 民币1376.70亿元）的资产减值，并取消多款电动车型。 导读：美国汽车行业正在动荡中重新思考未来的战略。 福特放弃全面电动化转型 福特表示，将以一款增程式电动车取代纯电皮卡F-150 Lightning。同时，福特还将取消代号为T3的下一 代纯电皮卡项目，原计划推出的电动商用厢式车也被取消。 不过，福特仍计划在未来推出部分低成本纯电车型，但这已经不再成为公司的战略重心。 福特首席执行官吉姆·法利（Jim Farley）向路透社表示："过去几个月市场发生了实质性变化，这正是我 们做出这一决定的直接原因。" 据悉，在福特计提的195亿美元（约合人民币1376.70亿元）资产减值中，约85亿美元（约合人民币 600.10亿元）与取消规划中的电动车项目相关，约60亿美元（约合 ...

当央视《经济半小时-出海2.0》将镜头对准零跑汽车，用"行业黑马"定义这家成立十年的车企时，中国新能源汽车产业正迎来一场深刻的格局重塑。 连续9个月"霸榜"中国造车新势力销量榜首、第三季度销量同比翻倍、海外布局一年多门店超800家、11月出口订单突破1.5万辆——这一系列亮眼数据共 同构筑了被央视盖章认证的"零跑现象"。 而多款产品的热销，本质上是其技术实力的市场验证。C10的快速上量、T03的长周期畅销、B10斩获国际大奖并成为智能SUV标杆，三款产品覆盖不 同细分市场且均获认可，说明零跑的自研技术已转化为用户可感知的产品力。从技术赋能产品到产品打动市场的正向循环，让其提前完成全年50万辆目 标、剑指2026年百万辆销量，具备了可持续增长的底气。 800家门店背后的出海新模式 零跑在技术突围不仅限于国内，在海外市场的快速崛起更是堪称速度奇迹——创新合作模式、高质量渠道布局与纵深全球化战略共同构筑的竞争优 势，这种优势在当下中国车企出海浪潮中极具差异化价值。 在国内市场竞争白热化、海外市场壁垒重重的2025年，零跑汽车的崛起绝非偶然，而是其全域自研战略与创新出海模式深度融合的必然结果，更为中 国车企高质量出海 ...

Core Viewpoint - The article discusses the evolution of electric vehicles (EVs) and critiques the design choices made by automakers, particularly the shift towards touchscreens and hidden door handles, which may compromise safety and user experience [5][22][45]. Group 1: Evolution of Electric Vehicles - Electric vehicles have transformed from being seen as niche products to becoming mainstream, overcoming initial skepticism regarding range and charging efficiency [5]. - The introduction of Tesla's Model S in 2012 marked a significant turning point in the automotive industry, establishing a new standard for smart electric vehicles [8][9]. Group 2: Design Trends and Critiques - Tesla's design philosophy emphasizes minimalism, reducing mechanical components in favor of sleek, touch-based interfaces, which has influenced many other automakers [9][12]. - The trend of integrating large touchscreens and eliminating physical buttons has led to usability challenges, particularly in critical functions like defrosting and door operation [11][30][31]. Group 3: Safety and Usability Concerns - The shift to touchscreens and hidden door handles raises significant safety concerns, as these designs can distract drivers and complicate emergency situations [40][41]. - Regulatory bodies are beginning to respond to these concerns, with new guidelines requiring physical buttons for certain functions to ensure safety [42][43]. Group 4: Future Directions - The automotive industry may move towards a hybrid approach, combining touchscreens with essential physical buttons to balance innovation with safety and usability [45]. - The article suggests that while the design of electric vehicles is evolving, practical solutions like heat-resistant films for glass roofs are still necessary to enhance user comfort [46].

Core Viewpoint - The electric vehicle (EV) industry has evolved significantly over the past decade, overcoming initial skepticism regarding range and charging efficiency, but it has also introduced design elements that may complicate user experience, such as glass roofs, touchscreens, and hidden door handles [1][2][4]. Group 1: Evolution of Electric Vehicles - The launch of the Tesla Model S in 2012 marked the beginning of the smart electric vehicle era, receiving accolades for its innovative design [2][3]. - Tesla's design philosophy emphasizes the removal of mechanical components in favor of a sleek, intelligent interface, aiming for a futuristic automotive experience [2][4]. Group 2: Industry Trends and Challenges - Many automakers have adopted Tesla's design elements, leading to a trend where physical buttons are minimized, and touchscreens dominate vehicle controls [5][6]. - New entrants in the market are pushing for "zero buttons, all touchscreen" interfaces, which can complicate user interactions, especially in critical situations [7][9]. Group 3: User Experience and Safety Concerns - The shift to touchscreens and hidden door handles has raised concerns about usability, particularly in emergency situations where traditional controls may be more intuitive [19][30]. - The automotive industry has historically prioritized safety in user interactions, but the current trend may compromise this principle by prioritizing aesthetics and convenience over safety [30][31]. Group 4: Regulatory Responses - Regulatory bodies are beginning to respond to these design trends, with new safety requirements that may limit the use of hidden door handles and emphasize the need for physical buttons for critical functions [31][34]. - The European New Car Assessment Programme (E-NCAP) and China's Ministry of Industry and Information Technology are both advocating for a return to more traditional controls to ensure safety [31][34]. Group 5: Future Directions - The industry may move towards a hybrid model that combines touchscreens with essential physical buttons to balance safety and modern design [37]. - As technology advances, there is potential for improved user interfaces that maintain safety while offering the benefits of modern design elements [37].

Core Insights - BYD achieved remarkable sales in the UK, selling 11,271 vehicles in September, marking an 880% year-on-year growth, making it the largest overseas market for the company [6][14] - The primary driver of this growth is the BYD SEAL U model, which has become a best-seller in Europe, with sales reaching 32,802 units in the first half of the year [8][10] - Despite the high pricing of the SEAL U in Europe, it has outperformed competitors, indicating a shift in consumer preferences towards plug-in hybrid vehicles [10][18] Sales Performance - In September, BYD ranked 15th in the UK market with a total of 11,271 units sold, while the overall market saw 312,900 units sold [6][14] - The SEAL U was the only plug-in hybrid model in the UK’s top ten best-selling cars for September, selling 5,373 units [11] - In the first eight months of the year, BYD's sales in Europe reached 95,940 units, a staggering increase of nearly 300% compared to the previous year [15][16] Market Dynamics - The overall European car market saw a slight increase of 4.7% in August, while BYD's sales surged by 215.7% [14][15] - The demand for plug-in hybrid vehicles is rising, with a 56.3% growth rate, despite tightening subsidies across Europe [20][28] - The charging infrastructure in Europe is lagging behind the growth of electric vehicles, with only 1 million public chargers available, which is about a quarter of what is available in China [23][26] Strategic Adjustments - BYD has shifted its focus to plug-in hybrid models in Europe, particularly the SEAL U, which has been well-received in the market [30] - The company has adopted a localized distribution strategy and introduced affordable models to attract younger consumers [18][30] - The success of BYD in Europe is attributed to its ability to navigate the transitional phase of the market, where plug-in hybrids are seen as a practical choice due to insufficient charging infrastructure [28][30]

Core Points - The Norwegian government plans to gradually eliminate major subsidies for electric vehicles over the next two years, leading to increased costs for new cars like the Tesla Model Y by several thousand dollars [1] - In August, electric vehicles accounted for 98.3% of new car sales in Norway, marking a historic high and aligning with the country's goal to phase out gasoline and diesel vehicles by 2025 [1] - The government has proposed reducing the tax exemption threshold for electric vehicles to 300,000 NOK and imposing VAT on all versions of the Model Y and mid-range models like the Volkswagen ID.4 [2] Group 1 - The Norwegian government has set a target for all new passenger cars to be electric by 2025, indicating that this goal is nearly achieved, thus justifying the removal of subsidies [1] - The current policy of exempting electric vehicles from taxes has resulted in a loss of several billion dollars in annual revenue for the government [1] - The government plans to increase the initial registration tax for fuel vehicles to maintain the overall incentive advantage for electric vehicles [2] Group 2 - The electric vehicle association in Norway has expressed concerns about the abrupt changes to tax incentives, fearing it may lead consumers to revert to fuel vehicles [2] - The cheapest version of the Tesla Model Y is priced at 422,000 NOK, and under the proposed tax changes, the cost could increase by approximately 75,000 NOK if VAT exemptions are fully removed [2] - The government has proposed increasing the sovereign wealth fund's expenditure to support public spending, with economic growth forecasts adjusted upward for 2025 and 2026 [3]

Core Insights - Tesla has launched lower-priced versions of its Model Y and Model 3, priced at $39,990 and $36,990 respectively, to penetrate the competitive European market [1] - The European market is saturated with over ten electric vehicle models priced below $30,000, posing a significant challenge for Tesla [1] - Tesla's market share in Europe has nearly halved to approximately 1.5% due to outdated product lines and negative consumer sentiment towards Elon Musk [2] Group 1: Market Competition - The competition in the European electric vehicle market has intensified, with many local and Chinese brands offering lower-priced alternatives [1][4] - Analysts predict that over 25 new electric vehicle models will be launched in Europe next year, further increasing competition [6] - Tesla's lower-priced Model Y may help maintain sales levels in Europe, but it is unlikely to single-handedly open up the market [6] Group 2: Market Dynamics - In the U.S. market, Tesla's lower-priced Model Y is competitively priced against models from Hyundai, GM, and Volkswagen, but the expiration of a $7,500 tax credit may lead to a contraction in demand [2] - Tesla's global delivery volume is expected to decline for the first time in 2024, with a projected 10% drop this year [2] - In China, Tesla's new low-priced models are still priced higher than local competitors like BYD and Wuling, which dominate the market [3]

Core Viewpoint - Volkswagen is reducing production and temporarily closing two German factories due to slower-than-expected growth in electric vehicle demand [1] Group 1: Production Adjustments - The Zwickau factory will halt production for one week starting October 6 due to weak demand for the Audi Q4 e-tron, impacted by U.S. tariffs and Germany's easing of the ban on new internal combustion engine vehicle sales [1] - The Emden factory, which produces Volkswagen's ID.4 and ID.7 models, has reduced employee working hours and is expected to close production lines for several days [1] Group 2: Market Conditions - Despite benefiting from increased electric vehicle sales in Europe, the overall growth in the region is slower and more uneven than initially anticipated [1] - Volkswagen is facing an overcapacity issue, which is part of a large-scale restructuring agreement reached last year [1] Group 3: Employment and Restructuring - The restructuring agreement includes a commitment to cut factory costs and lay off 35,000 workers by 2030 to avoid factory closures, while ensuring job security at the Emden and Zwickau factories [1]

Core Viewpoint - Volkswagen is facing significant challenges in the U.S. electric vehicle market, particularly with the ID.4 model, which has seen a drastic decline in sales due to the withdrawal of federal subsidies and increased competition [6][7][13]. Group 1: Sales and Market Performance - The ID.4's sales in the U.S. plummeted from 38,000 units in 2023 to 17,000 units in 2024, with a further decline of 19% year-on-year in the first half of 2025 and a staggering 65% drop in Q2 2025, resulting in fewer than 2,000 units sold in that quarter [6][7]. - The loss of the $7,500 tax credit in January 2025 was a critical turning point for ID.4's sales, which had previously ranked third in U.S. electric vehicle sales [7][8]. - Volkswagen's strategy to lower the monthly lease price of the ID.4 to $129 has not been sufficient to reverse the sales decline [7]. Group 2: Financial Performance - Volkswagen's financial results for the first half of 2025 showed a slight decrease in sales revenue to €158.4 billion, while operating profit fell by 32.8% to €6.7 billion, and net profit dropped by 38% to €4.477 billion [11]. - The decline in profits is attributed to increased import tariffs in the U.S. resulting in a €1.3 billion loss and restructuring provisions in the Audi, Volkswagen passenger car, and Cariad software divisions totaling €700 million [11]. Group 3: Challenges in Electric Vehicle Transition - Volkswagen's electric vehicle transition has been hampered by software issues, which have been identified as a core shortcoming compared to competitors [15][17]. - Despite early investments in electric vehicle development, Volkswagen has struggled with software problems that have affected user experience and market competitiveness [17]. - The company has faced recalls due to software vulnerabilities, highlighting ongoing challenges in its electric vehicle offerings [17]. Group 4: Market Strategy in China - Volkswagen's sales in China showed a slight decline of 2.3% in the first half of 2025, with a projected 10% drop in 2024 sales [21]. - The company is navigating a competitive landscape in China, characterized by aggressive pricing strategies among over 130 brands, with predictions that over 90% of car manufacturers will not be profitable [21][23]. - Volkswagen is pursuing a dual strategy of maintaining its fuel vehicle lineup while investing heavily in electric vehicles, including partnerships with local companies to accelerate development [23]. Group 5: Future Outlook - The electric vehicle market in China is expected to see a significant increase in penetration rates, with forecasts suggesting it could reach 74% by 2030 [21]. - Volkswagen's upcoming launch of 30 new electric models between 2026 and 2027 is seen as a critical test for the company's ability to adapt and thrive in the evolving automotive landscape [24][25].