【文/观察者网 潘昱辰 编辑/高莘】12月23日，欧洲汽车制造商协会（ACEA）发布今年前11月欧盟汽车 注册量数据。具体来看，纯电动车型占欧盟市场份额的16.9%，高于去年同期3.5个百分点；油电混动车 型占据了三分之一以上的市场份额，仍然是欧盟消费者的首选；与此同时，燃油车的总市场份额为 36.1%，比去年同期下降9.7个百分点。 今年前11月欧盟油电混动车市场份额超三分之一，纯电动车超六分之一 ACEA 这一数据表现，与不久前欧盟宣布放弃2035年禁售内燃机汽车规定的做法，形成了鲜明对比。 纯电动车份额超六分之一 今年前11个月，欧盟共注册了986万辆新车，同比增长1.4%。其中包括166.24万辆纯电动汽车，同比增 长27.6%，占据欧盟16.9%的市场份额。其中，欧盟最大的四个市场共占电动汽车注册量的62%：德国的 纯电动车注册量增幅达41.3%，比利时达10.2%，荷兰达8.8%，法国为9.1%。 此外，1—11月柴油车注册量为89万辆，同比下降24.4%，市场份额仅为9%。 中国品牌在欧需求旺盛 而就企业而言，今年1—11月大众汽车集团在欧盟累计注册273.11万辆新车，同比增长5%，市场份额为 ...

Core Viewpoint - The hybrid electric vehicle (HEV) sector in China is experiencing significant growth, with production and sales expected to increase substantially in the coming years, driven by consumer demand and supportive government policies [1][7][18]. Production and Sales - In 2024, China's hybrid electric vehicle production is projected to reach 880,100 units, with 879,700 units being passenger vehicles. By 2025, production is expected to rise to 951,400 units, primarily in the passenger vehicle segment [1][7]. - Sales of hybrid electric vehicles in China are anticipated to hit 896,000 units in 2024, with passenger vehicle sales accounting for 895,700 units. The forecast for 2025 indicates sales will reach 931,000 units, again dominated by passenger vehicles [1][7]. Market Size - The market size for hybrid electric vehicles in China is expected to grow to 180.902 billion yuan in 2024, with passenger vehicles contributing 180.841 billion yuan. By 2025, the market size is projected to increase to 182.52 billion yuan [1][9]. Industry Definition and Classification - Hybrid electric vehicles are defined as vehicles that utilize two or more power sources, specifically combining internal combustion engines with electric motors. The main types include plug-in hybrid electric vehicles (PHEV), hybrid electric vehicles (HEV), and range-extended electric vehicles (REEV) [2][4]. Industry Development Status - China's hybrid electric vehicle technology has reached a competitive level globally, with advancements in intelligent energy management and lightweight systems expected to enhance fuel efficiency and reduce emissions [6][18]. Industry Chain - The hybrid electric vehicle industry chain includes upstream components such as batteries, internal combustion engines, and automotive electronics, while downstream activities encompass vehicle sales and after-market services [11]. Policy Environment - The Chinese government has implemented various policies to support the development of the automotive industry, including incentives for new energy vehicles and initiatives to promote technological innovation and market expansion [13][14]. Competitive Landscape - The hybrid electric vehicle market in China is characterized by a competitive landscape with both joint venture and domestic brands. Joint venture brands leverage established technology and brand recognition, while domestic brands focus on cost control and rapid technological advancement [15][16]. Future Trends - The hybrid electric vehicle sector is positioned as a transitional technology towards fully electric vehicles, with increasing market penetration expected as consumer acceptance grows and costs decrease. Emerging markets are likely to see heightened demand for hybrid vehicles due to rising income levels [18].

Core Insights - In the first half of 2025, China's automobile exports to Iraq increased by 71.4%, reaching 18,000 units compared to 10,500 units in the same period of 2024 [1] Summary by Category Export Performance - China's automobile exports to Iraq amounted to $244 million, with an average price of $13,300 per vehicle [1] - Japan exported approximately 12,000 vehicles worth $400 million, with an average price of $34,500 [1] - South Korea's exports totaled 9,500 vehicles valued at $252 million, with an average price of $26,500 [1] Market Share and Composition - The share of vehicles exported by the three countries with engine displacement between 1500-3000CC accounted for 34% of total exports, while those above 3000CC represented 30%, and below 1500CC accounted for 20% [1] - Hybrid vehicles have seen growth, making up 10% of Iraq's total automobile imports [1]

Group 1 - The core viewpoint of the articles is that the recent tax and spending bill passed by the U.S. Congress, which significantly reduces tax rates and cuts subsidies for clean energy, poses a serious setback for the electric vehicle (EV) industry in the U.S. [2][3] - The bill eliminates federal tax credits for electric vehicle purchases starting September 30, which is expected to lower consumer interest in EVs [2][4] - The shift in U.S. climate and energy policy under the Trump administration has led to a decline in consumer willingness to purchase electric vehicles, marking a significant change in market dynamics [4][7] Group 2 - Data from S&P Global indicates that U.S. electric vehicle sales fell for the first time in 14 months in April, with a 4.4% year-over-year decline [5][6] - Tesla, as a market leader, has seen its sales drop significantly, with a 22% year-over-year decline in May, contributing to the overall downturn in the electric vehicle market [6] - Consumer interest in electric vehicles has decreased, with only 51% of Americans considering purchasing an EV by 2025, down from 59% in 2023 [7][8] Group 3 - Concerns over high maintenance costs, expensive prices, and inadequate charging infrastructure are primary reasons for the declining interest in electric vehicles among consumers [8] - The attractiveness of purchase subsidies has diminished, with only 39% of consumers considering tax credits as a motivating factor for buying an electric vehicle by 2025, compared to 60% in 2022 [8]

Core Insights - Despite high tariffs imposed by the EU on Chinese-made electric vehicles, Chinese automakers have successfully adapted their strategies to penetrate the European market, achieving a 121% year-on-year increase in sales in April, totaling over 53,000 units [2][3] - The market share of Chinese automotive brands in Europe has risen from 2.4% in April 2024 to 4.9% in April 2025, driven largely by the sales of plug-in hybrid and hybrid vehicles [2][3] - The total share of electric and plug-in hybrid vehicles in new car registrations in Europe reached a record 26% in April, significantly influenced by Chinese brands [2] Sales Performance - In April, the sales of plug-in hybrid vehicles (PHEVs) from Chinese brands surged by 546%, with total sales rising from 1,493 units in April 2024 to 9,649 units in April 2025, capturing nearly 10% of the European PHEV market [4] - BYD's performance was particularly notable, with pure electric vehicle sales reaching 7,231 units in April, a 169% increase, surpassing Tesla for the first time [4] - Overall, the sales of new cars in Europe in April were 1,078,500 units, with pure electric vehicles accounting for 184,000 units (17% market share) and PHEVs for 97,715 units (9% market share) [3] Market Strategy Adjustments - Chinese automakers have shifted their focus to plug-in hybrid and hybrid vehicles to circumvent the EU's high tariffs on pure electric vehicles, allowing them to expand their product lines in Europe [3][8] - The growth in hybrid vehicle sales in Europe is attributed to a market shift, as electric vehicle sales growth has slowed due to subsidy reductions [8] - The total sales of hybrid vehicles in Europe from January to April reached 1,285,400 units, with a market share of 35.3% [8] Localization Efforts - Chinese automakers are increasingly investing in local production to adapt to European market demands, with companies like BYD and Chery establishing local manufacturing and R&D centers [15][14] - BYD plans to establish a European headquarters in Hungary, focusing on sales, after-sales, vehicle certification, and local design [15] - Chery has partnered with local firms to produce vehicles in Europe, marking a significant step in integrating into the local automotive landscape [14]