Group 1 - The core viewpoint indicates that the penetration rate of the new energy vehicle market in China is expected to reach 57% this year, with the share of plug-in hybrid electric vehicles (PHEVs) projected to be lower than last year's level [1] - Over the next 2 to 3 years, the growth rate of PHEV models is expected to further slow down as inventory reduction is completed [1]

Group 1 - The core viewpoint of the articles highlights the challenges and opportunities for Chinese electric vehicle (EV) companies in the European market amidst changing trade relations and the push for re-industrialization in Europe [2][3][4] - European automotive industry is increasingly relying on technology and value-driven approaches, necessitating collaboration with Chinese EV manufacturers to enhance local industrial capabilities [3][4] - Chinese automotive companies are accelerating their overseas expansion, particularly in Europe, which presents both stringent regulatory challenges and significant market potential [3][4][5] Group 2 - The "new outbound" model emphasizes the need for Chinese car manufacturers to adopt localized production and sales strategies to overcome traditional trade barriers [5][6] - There is a growing recognition that plug-in hybrid electric vehicles (PHEVs) could serve as a bridge for Chinese companies to enter the European market, aligning with local consumer preferences [5][6] - Chinese car manufacturers must focus on building local ecosystems and adapting their technologies to meet European standards while avoiding the pitfalls of domestic competition [6][7] Group 3 - The lack of policy stability in Europe poses significant challenges for Chinese companies looking to invest, necessitating thorough research and understanding of local regulations [7][8] - European regulations are among the strictest globally, requiring Chinese firms to navigate complex compliance landscapes while managing relationships with various stakeholders [8][9] - Collaborating with local companies can provide Chinese EV manufacturers with a strategic advantage, allowing them to enter the market more cost-effectively and gain regulatory support [9]

6月18日，奥迪全球CEO高德诺在接受外媒采访时，正式确认已撤回前任管理层制定的计划，包括 2026年推出最后一批新款燃油车、2033年停售燃油车实现全面电动化。奥迪目前不再设定明确的终止时 间表，将继续推出新一代内燃机和插电式混合动力车型。 高德诺的发言公布后随即引发轩然大波。次日奥迪中国迅速发布《关于电动化战略的回应性声 明》，就总部的决定进行解释。 奥迪给出的说法是，达成全电动化产品阵容是其长期目标，但全球市场的发展存在明显差异。"北 美地区的'拐点'目前正明显后移，而在中国，新能源汽车市场（含混合动力车型、增程式车型及纯电动 车型）的'拐点'已于去年达成。市场的这种波动性和多样性要求我们在未来几年内，以尽可能灵活且稳 定的方式提供差异化的产品组合，涵盖纯电动车型（BEV）、插电式混合动力车型（PHEV）以及内燃 机（ICE）车型。" 事实上，不止是奥迪，梅赛德斯-奔驰、宝马、保时捷等也持类似观点。率先做出这一决定的豪华 品牌是梅赛德斯-奔驰。该公司曾表示，计划2030年在主要市场实现全面电动化。不过，2024年2月，梅 赛德斯-奔驰宣布，推迟2025年电动汽车销量占比50%的目标，未来十年将继续更新内 ...