打不过，就先不加入。 越来越多国际车企放缓电动化转型计划。 近日，法拉利宣布，将调整其电动化转型目标，到2030年，法拉利车型阵容中纯电动汽车的占比约为 20%，而此前法拉利在2022年提出来的该数值目标为40%，降低的20%销量比重将被燃油车取代。法拉 利计划将其2030年阵容中纯燃油车的比例提高一倍至40%，而混合动力车型的比例则仍维持在40%。 在暂缓电动化转型计划的同时，法拉利公布的2030年业绩指引也未达华尔街预期。受此消息影响，当地 时间10月9日，法拉利（RACE.US）美股大跌14.99%至407.38美元，这也是其上市以来的最大单日跌 幅。 在业绩增长承压的背景下，选择撤回野心勃勃的电动化转型计划的不只是法拉利一家。今年9月下旬， 保时捷宣布电动汽车战略发生重大转变，推迟了几款新型电动车型的推出，并将内燃机和混合动力汽车 的生产寿命延长至未来十年。保时捷即将推出的定位高于卡宴的全新SUV系列将仅提供内燃机和插混动 力车型，该系列原本计划以纯电动阵容亮相。 接下来是奥迪。今年6月18日，奥迪全球CEO高德诺在接受外媒采访时确认，已推翻前任管理层所制定 的计划，奥迪已经撤回原定于2033年停止研 ...

彭博社报道标题 作为中国外贸"新三样"之一，中国电动汽车正以远超市场预期的速度，从最初单纯的产品出口，发展到如今主动 输出技术标准和供应链体系。中国电动汽车的强劲且高质量"出海"，打破了传统全球汽车产业格局。对此，多家 外媒予以高度关注。 德国财经类媒体《商报》10月2日刊文称，中国的电动汽车生产技术已经成为世界一流。 根据研究机构Dataforce发布的数据，今年8月，中国汽车在欧洲混合动力汽车销量中的份额达到创纪录的9.8%。 彭博社10月2日的报道指出，这标志着中国车企在混合动力汽车这一对消费者和制造商日益重要的领域持续迈进。 德国《商报》报道截图 报道援引位于日本滨松的汽车拆解研究机构"下一代汽车中心"主任望月英二的观点指出，中国相对年轻的电动汽 车企业在生产技术方面已处于领先地位，"中国的生产技术应该作为标杆"。 报道指出，这是今年以来中国品牌在欧洲混动车型份额第四次刷新纪录。中国制造商正瞄准欧洲不断增长的电动 化汽车市场，其高性价比车型给大众汽车集团等当地传统车企带来竞争压力。 英国《金融时报》日前聚焦了中国电动汽车在东南亚市场的快速发展。报道指出，中国平价电动汽车销量的飙 升，打破了日本汽车制造 ...

1.【中国车企占欧洲混动汽车市场份额近一成，创纪录新高】中国汽车制造商8月份在欧洲混合动力 汽车市场的份额达9.8%，创纪录新高，在这一日益受到购车者和制造商重视的细分领域取得进一步 进展。根据研究机构Dataforce的数据显示，上述月度数据已是今年中国品牌在欧洲混合动力汽车市 场份额上第四次刷新纪录高位。8月份，其电动汽车的市场份额达9.6%，较7月略有下降。比亚迪、 上汽集团的名爵和其他中国汽车制造商已瞄准欧洲日益增长的电动汽车市场，以价格实惠、具有竞争 力的车型给大众汽车和Stellantis NV等老牌车企带来了压力。（新浪财经） 3.【消息称雷诺拟与奇瑞在南美合作生产汽车，双方已展开洽谈】10月2日消息，据彭博社援引知情 人士消息，雷诺正与奇瑞汽车洽谈在南美开展制造和销售合作，两家公司都希望在该地区扩大业务。 双方讨论的重点包括哥伦比亚和阿根廷。奇瑞将向项目 投入资金并提供产品设计 ，而雷诺则开放当 地工厂网络供其使用。据悉，奇瑞计划利用 雷诺在哥伦比亚恩维加多的工厂生产燃油车 ，其中 大部 分将挂上雷诺车标销售，少部分继续使用奇瑞品牌 。在雷诺的阿根廷科尔多瓦工厂，奇瑞考虑投资插 混皮卡生产线， ...

Core Insights - The penetration rate of new energy vehicles (NEVs) is rapidly increasing globally, with China leading the market. By 2025, China's NEV penetration is expected to reach 67.6% of the global market share for passenger vehicles, maintaining a high share of 68.7% in July-August 2025 [1][2][3] - In the first eight months of 2025, global automobile sales reached 61.98 million units, with NEVs accounting for 13.82 million units, representing 28.2% of total sales, an increase of 1.9 percentage points from 2024 [1][3][6] - The disparity in NEV development among countries is significant, with China achieving a penetration rate of 48.2% in August 2025, while the US only reached 11.1% [2][24] Global NEV Trends - The global NEV market is projected to grow significantly, with the penetration rate expected to reach 24.4% by Q3 2025, up from 19.9% in 2024 [2][24] - In the first eight months of 2025, the global market share for pure electric vehicles was 15%, while plug-in hybrids accounted for 7.3% [6][10] - The sales of NEVs in Europe during the first eight months of 2025 reached 2.26 million units, a 26% increase year-on-year [2][23] Regional Performance - In the US, NEV sales reached 1.04 million units in the first eight months of 2025, with a growth rate of 9%, the lowest in recent years. However, August sales saw a 22% increase [2][25][22] - European NEV sales are recovering, with a notable increase in August 2025, where sales reached 224,000 units, a 29% year-on-year growth [2][23] - The overseas market for Chinese NEVs is also expanding, with the market share of Chinese brands in the overseas NEV market rising from 14.7% in 2024 to 18.8% in the first eight months of 2025 [15][18] Market Structure - The structure of the global NEV market is predominantly composed of narrow passenger vehicles, which accounted for 95% of total NEV sales in the first eight months of 2025 [7][8] - Among passenger NEVs, SUVs dominate the market with a 53% share, while sedans account for 39% [8][10] - The contribution of China to global NEV sales is substantial, with estimates indicating that China accounted for 71% of the global increase in NEV sales in the first eight months of 2025 [26]

阿塞拜疆"Report"网9月16日报道，阿塞拜疆国家海关委员会统计数据显 示，2025年1-8月，阿进口各类汽车7.4万辆，同比增长26.4%；进口额13.8亿美 元，同比增长24.3%。其中，进口轿车及其他机动车6.8万辆，增长28.8%；进 口货车5369辆，同比下降1.8%；进口载客量（含司机）10人及以上的机动车 478辆，同比增长1.9倍；进口专用车339辆，同比下降11.9%。同期，进口混合 动力汽车3.7万辆，同比增长1.8倍；进口额7.3亿美元，同比增长90%。进口纯 电动汽车1412辆，同比下降28.4%；进口额4428.9万美元，同比下降43.6%。 （原标题：1-8月阿塞拜疆汽车进口数量同比增长26.4%） ...

ACEA数据显示，8月欧盟、英国和欧洲自由贸易联盟（EFTA）的汽车销量增长4.7%，达到80万辆。大 众汽车和雷诺的汽车登记数量同比分别增加4.8%和7.8%；Stellantis增加2.2%，自2024年2月以来首次增 长。特斯拉在欧盟的销量下降36.6%，市场份额从一年前的2%萎缩至1.2%。比亚迪销量飙升201.3%， 市场份额达到1.3%。同样来自中国的8月销量猛增59.4%，年初至今的市场份额达到1.9%，跻身欧盟第 十大畅销车企。欧盟汽车总销量增长5.3%。纯电动汽车、混合动力汽车和插电式混合动力汽车的登记 数量分别增长30.2%、54.5%和14.1%，合计占欧盟汽车登记量的62.2%，高于去年同期的52.8%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 欧洲汽车工业协会（ACEA）周四公布的数据显示，中国电动汽车制造商8月欧盟市场的新车销量是去 年同期的三倍，且连续第二个月超过美国 ...

（原标题：2025年1—8月乌兹别克斯坦电动汽车进口量大幅增长） 乌兹日报网9月9日报道 据乌兹别克斯坦海关委员会统计，2025年1—8 月，乌进口4.22万辆乘用车，总价值6.41亿美元，去年同期进口4.79万辆，总 价值9.15亿美元。 电动汽车进口数量大幅增长，达到2.89万辆，去年同期为1.29万辆，进口 总额从1.67亿美元增至3.6亿美元。汽油和混合动力汽车进口量和进口额大幅下 降，汽油车进口量为1.12万辆，总价值2.34亿美元，去年同期为2.5万辆，总价 值5.41亿美元；混合动力汽车进口2025辆，总价值4610万美元，去年同期为1 万辆，总价值1.93亿美元。 ...

近日，据欧洲新闻网消息，为应对汽车行业面临挑战，冯德莱恩将与欧盟汽车行业高管进行第3次 战略对话。为此，欧洲汽车制造商协会提出五个关切：一是重新调整公路运输碳减排路径。在确保实现 欧盟气候目标的同时，维护欧洲产业竞争力、社会凝聚力和供应链韧性。目前，欧盟电动乘用车市场份 额约为15.6%，厢式货车为9%，如不加快基础设施建设，碳减排目标将无法实现；二是出台激励措施。 欧洲需要提供激励措施、税收优惠、更低的充电成本和更便捷的城市交通，刺激消费者选择电车而非内 燃机车。并为降低电价开展电网现代化和能源市场改造；三是维持技术中立。虽然纯电动汽车占据转型 主导地位，但尚无法满足所有交通需求。目前，混合动力是最大消费市场，占据35%市场份额。插电混 动汽车连续5个月实现增长，销量增长超56%；四是增强行业竞争力和韧性。欧洲需要打造本土电池产 业，并通过与可靠盟友建立战略伙伴关系、精简监管和支持创新，加强电池、半导体和关键原材料的全 球供应链；五是采取差异化政策。针对乘用车、厢式货车和重型车制定专门政策。由于配套政策滞后， 当前卡车和客车仅占纯电汽车注册量3.5%。 （原标题：欧洲汽车制造商协会拟提出关于汽车行业发展五点 ...

Core Viewpoint - The article highlights the significant impact of the U.S. tariff policy on Swiss exports, particularly noting a drastic decline in gold exports and overall trade figures between Switzerland and the U.S. [2][4] Group 1: Swiss Exports to the U.S. - In August, Swiss exports to the U.S. plummeted by 22% compared to July, with gold exports dropping from over 30 tons to only 0.3 tons, a decline exceeding 99% [2][4] - The trade deficit with the U.S. decreased to 2.06 billion Swiss francs (approximately 2.6 billion USD), the second-lowest level since 2020 [4] - The U.S. imposed a 39% tariff on Swiss products starting August 7, which has led to a significant reduction in exports of luxury watches by 8.6% and a 1.3% decrease in core pharmaceutical exports [5][6] Group 2: Economic Impact and Future Outlook - UBS Group has revised its economic outlook for Switzerland, lowering the GDP growth forecast for 2026 from 1.2% to 0.9% due to concerns over tariff impacts [6] - Analysts estimate that the U.S. tariff measures could reduce the total output of the Swiss export-oriented economy by approximately 0.6% [7] - Switzerland is actively seeking to diversify its export dependencies and has signed a new free trade agreement with the Mercosur group [7] Group 3: Modern Automotive Industry Response - Hyundai Motor Company has adjusted its 2025 operating profit margin target down from 7%-8% to 6%-7% due to the impact of U.S. tariffs [9] - The company plans to increase production capacity at its Georgia plant to 500,000 vehicles by 2028, focusing on hybrid and electric vehicles [9][10] - Hyundai's operations in the U.S. are facing challenges, including labor shortages due to the deportation of many Korean workers involved in the construction of a battery plant [10]

Core Viewpoint - Mexico's government announced a comprehensive reform of import tariffs, raising tariffs on cars from China and other Asian countries to 50%, aimed at protecting domestic employment [3][10]. Group 1: Mexico's Automotive Market Dynamics - Mexico has become China's largest automotive export market, surpassing Russia, with 418,000 vehicles exported from China in the first seven months of 2025, a year-on-year increase of 20% [5][6]. - Chinese brands have gained a market share of 8.2% in Mexico, becoming the fifth-largest source of vehicles, with notable growth from brands like MG, JAC, Changan, Great Wall, and Chery [6][7]. - The Mexican automotive market is characterized by a diverse brand presence and competitive conditions, with a significant increase in sales for Changan, which saw over 150% growth [7]. Group 2: Impact of Tariff Changes - The proposed increase in tariffs will significantly raise the cost of exporting Chinese cars to Mexico, potentially weakening their price competitiveness and impacting sales [10]. - Chinese automakers are encouraged to diversify their markets beyond Mexico to mitigate risks associated with tariff changes, exploring regions like South America, Southeast Asia, and the Middle East [11][12]. - Localized production strategies are being considered by Chinese companies to reduce tariff costs and enhance market competitiveness, with plans for establishing manufacturing plants in Mexico [11][12]. Group 3: Future Trends and Challenges - Despite the current dominance of traditional fuel vehicles, the sales of new energy vehicles in Mexico are on the rise, with Chinese exports ranking third in the first seven months of 2025 [8]. - The overall automotive export landscape for China is uncertain, with a need for companies to adapt to changing global trade environments and localize operations to ensure sustainable growth [12].