近日，随着德国频繁施压欧盟委员会，要求放松或取消原定于2035年停止生产燃油车的禁令，围绕欧洲 汽车业电动化转型的争论迅速升级。 不同于德国车企旗帜鲜明的反对，瑞典车企沃尔沃和极星则强烈呼吁欧盟坚持这一目标，认为德国的举 动不仅会拖慢欧洲电动化进程，更可能把未来拱手让给其他国家。 上周，德国总理默茨公开致信欧盟委员会主席冯德莱恩，要求在2035年后依然允许生产新的混合动力和 高效内燃机车型。他表示，这符合"技术中立"的原则，也是对现实消费者诉求的回应，当前消费者在购 买电动车时仍犹豫不决。 德国政府的这一立场得到了本国传统汽车制造商的支持，却引发了欧洲其他地区企业及官员的强烈反 对。 欧盟议会绿党报告员迈克尔·布洛斯（Michael Bloss）直接批评道，如果接受德国的诉求，将"给内燃机 发放免死金牌"，并破坏好不容易达成的立法成果。绿党和支持禁令的国家坚信，如果向混合动力再次 敞开大门，就等于向消费者暗示"你不需要购买电动车"，而这种错误信号最终会反过来成为市场放缓的 理由。 极星CEO迈克尔·罗谢勒（Michael Lohscheller）更是毫不掩饰他的震惊："暂停2035（禁令）是一个极度 糟糕的想 ...

Core Insights - Volvo's sales have shown a downward trend despite a seemingly good performance since 2025, with a notable 12% year-on-year decline in global sales in June [2][3] - The company has initiated significant cost-cutting measures, including a plan to reduce costs by 18 billion Swedish Krona (approximately 1.9 billion USD) and a global workforce reduction of 3,000 employees [4] - The introduction of aggressive pricing strategies has led to a backlash from existing customers, raising concerns about brand value and resale rates [5][6] Sales Performance - In September, Volvo sold 12,802 new cars in China, marking a 1.1% month-on-month increase, but overall global sales have been declining [2] - Global retail sales in Q3 were 160,500 units, down 7% compared to the same period in 2024, with significant monthly declines observed in July and August [2] - Electric vehicle sales have been particularly hard hit, with a 26% drop in sales for pure electric models, which accounted for only 22% of total sales [2] Cost-Cutting Measures - Following a significant profit drop in Q1, Volvo launched a cost-cutting initiative and announced layoffs affecting about 7% of its workforce [4] - The company has implemented price reductions on several models, with discounts exceeding 140,000 RMB on new vehicles [4][5] Customer Sentiment - The aggressive pricing strategy has led to dissatisfaction among existing customers, who feel undervalued as new buyers benefit from lower prices [5] - Volvo's resale value has suffered, with a reported depreciation rate of 43.1%, placing it at the bottom among luxury brands [5] Electric Vehicle Strategy - Volvo is focusing on full electrification as a key strategy for future growth, with the launch of new models like the XC70 and the upcoming EX60 [6][7] - The EX60, built on the new SPA3 platform, is critical for demonstrating Volvo's electric technology and market competitiveness [7][8] Market Challenges - The luxury car market is facing intense competition from emerging Chinese electric vehicle brands, challenging Volvo's traditional market position [8] - Quality issues and recalls have undermined Volvo's reputation for safety, which was once a key competitive advantage [8]