当地时间7月3日，美国国会众议院表决通过了美国总统特朗普力推的全面减税和支出法案，即所谓的"大而美"法案。该法案已于7月1日获 美国国会参议院通过，待特朗普签署后，将正式生效。法案主要内容包括大幅削减税率、减少清洁能源领域的补贴和社会保障支出等。根据参 议院修订后的版本，美国联邦政府从今年9月30日起将不再为消费者购买电动汽车提供税收抵免。特朗普政府此举，对于美国电动汽车行业的 发展来说又是一个沉重的打击。 电动汽车销量14个月首降 事实上，自特朗普"二进宫"以来，他已经采取多项措施，撤销前总统拜登推动美国从化石燃料向清洁能源转型以及应对气候变化的政策。 在气候、能源政策"开倒车"的大背景下，美国消费者对于电动汽车的购买意愿降至新低，电动汽车市场也终结了连续十几个月的增长，出现下 滑。 气候、能源政策"开倒车" 根据美国前总统拜登2022年8月发布的《通胀削减法案》，符合条件的电动汽车每辆最高可享受7500美元税收抵免优惠，二手电动汽车每 辆最高可享受4000美元税收抵免优惠。但在今年5月，美国众议院筹款委员会发布一份草案，提议取消联邦电动汽车税收抵免。该草案提出， 计划于今年12月31日取消7500美元的新 ...

Group 1: Overall Market Performance - In the first half of the year, China's automotive production and sales reached 15.62 million and 15.65 million units, respectively, representing year-on-year growth of 12.5% and 11.4% [1] - In June, automotive production and sales were 2.794 million and 2.904 million units, with year-on-year growth of 11.4% and 13.8% [1] - The top fifteen automotive groups sold a total of 14.43 million units, accounting for 92.2% of total sales, with BYD leading at 2.146 million units, a 33.0% increase [1] Group 2: Passenger Vehicle Market - Passenger vehicle production and sales totaled 13.52 million and 13.53 million units in the first half, with year-on-year growth of 13.8% and 13% [2] - Chinese brand passenger vehicles sold 9.27 million units, a 25% increase, capturing 68.5% of the market share, up 6.6 percentage points from the previous year [2] - In June, sales of Chinese brand passenger vehicles reached 1.707 million units, growing by 19.3% [2] Group 3: Segment Performance - The top ten sedan manufacturers sold 3.907 million units, accounting for 68.9% of total sedan sales, while the top ten SUV manufacturers sold 4.802 million units, representing 67.5% of SUV sales [3] - New energy vehicles (NEVs) were a significant highlight, with production and sales of 6.968 million and 6.937 million units, reflecting year-on-year growth of 41.4% and 40.3% [3] - In June, NEV production and sales were 1.268 million and 1.329 million units, with new car sales accounting for 45.8% of total new car sales [3] Group 4: Powertrain Types - Both pure electric and plug-in hybrid vehicles showed rapid growth, with pure electric vehicle production and sales at 4.488 million and 4.415 million units, marking year-on-year growth of 50.1% and 46.2% [4] - NEV domestic sales reached 5.878 million units, a 35.5% increase, making up 46.8% of total domestic sales [4] - NEV exports reached 1.06 million units, a 75.2% increase, with June exports at 205,000 units, a year-on-year increase of 140% [4] Group 5: Future Outlook - The automotive industry anticipates continued growth in the second half of the year, driven by the orderly implementation of "two new" policies and a rich supply of new products from companies [5]

Group 1: Industry Overview - In the first half of 2025, China's automobile production and sales both exceeded 15 million units, with production at 15.62 million and sales at 15.65 million, representing year-on-year growth of 12.5% and 11.4% respectively [1] - The domestic market for new energy passenger vehicles has surpassed that of fuel vehicles, with sales of new energy vehicles reaching 5.52 million units, a year-on-year increase of 34.3%, while traditional fuel vehicle sales fell by 1.8% to 5.43 million units [1] - New energy vehicles accounted for 44.3% of total industry sales, indicating a significant shift towards electrification [1] Group 2: Profitability and Competition - Despite increased production and sales, the automotive industry's profits have declined, with profits for January to May 2025 at 178.1 billion, down 11.9% year-on-year, and a profit margin of 4.3% [1][2] - Intense price competition among companies is a primary reason for low profit margins, prompting industry associations to advocate against harmful competition and for improved product quality [2] - The Central Financial Committee has emphasized the need to regulate low-price competition and promote the exit of outdated production capacity [2] Group 3: Market Dynamics - Domestic brands are increasing their market share, with Chinese brand passenger vehicle sales reaching 68.5%, a rise of 6.6 percentage points year-on-year, while foreign brands continue to decline [3] - The top fifteen car manufacturers account for over 90% of the market share, with sales of 14.43 million units, a year-on-year increase of 9.8% [3] - BYD, SAIC, and Geely are leading the sales rankings, collectively holding a market share of 36.9%, with BYD achieving sales of 2.1 million units, a 33% increase [4] Group 4: Export Trends - China has become the world's largest automobile exporter, with passenger car exports reaching 2.581 million units in the first half of 2025, a year-on-year increase of 10.3% [6] - New energy vehicle exports surged by over 70% to 1.06 million units, while fuel vehicle exports declined by 7.5% [6] - Chery remains the top exporter, with 550,300 units exported, accounting for 17.8% of total industry exports [7] Group 5: Future Outlook - The automotive industry is expected to continue its transformation towards electrification and smart technology, with companies focusing on local market penetration and brand building [6] - The competition in the market is anticipated to intensify as companies strive to meet their annual sales targets, with BYD, SAIC, and Geely setting ambitious goals for 2025 [5][6] - The growth in exports is driven by the increasing demand for plug-in hybrid and mixed-power vehicles, particularly in markets like Australia and Southeast Asia [8]

Core Insights - The European automotive market is experiencing a significant shift towards hybrid vehicles, with plug-in hybrid electric vehicles (PHEVs) leading the growth, marking 2025 as a pivotal year for the industry [1][2][3] Group 1: Market Trends - In May 2025, the market share of hybrid vehicles (including HEVs and PHEVs) reached 43.3%, surpassing traditional fuel vehicles for the first time [1] - PHEV sales saw a robust year-on-year growth of 46.9%, nearly double the growth rate of battery electric vehicles (BEVs) at 25% [1] - The market share of pure electric vehicles is slowly increasing to around 15%, indicating a preference for hybrid solutions among European consumers [1] Group 2: Chinese Automakers' Performance - Chinese automotive brands achieved total sales exceeding 60,000 units in Europe in May 2025, marking an 85% year-on-year increase and a market share rise to 5.4%-5.9% from 2.9% [2][3] - BYD's registrations in the EU and UK surged by 397% in May, leveraging a strategy that combines pure electric and hybrid models to navigate impending tariffs on pure electric vehicles [2] - The export volume of Chinese PHEVs grew by 240% year-on-year in May 2025, significantly outpacing pure electric vehicle exports [3] Group 3: Strategic Shifts - Leading Chinese automakers are shifting focus from product exports to local production and ecosystem development in Europe [4] - BYD announced the establishment of its European headquarters in Hungary, with plans for manufacturing facilities to be operational by 2026-2027 [4] - A collaborative ecosystem for lithium battery production is emerging in Hungary, with major players like CATL and others establishing operations [4] Group 4: Competitive Landscape - European automakers are responding to the rise of hybrids by launching new generations of hybrid models, intensifying competition in the hybrid technology market [3] - Local manufacturers are introducing affordable pure electric models, with new entries priced between €15,000 and €30,000, which could stimulate consumer demand [6] - The market is transitioning into a post-subsidy era, presenting challenges in balancing production costs, supply chain resilience, and stringent carbon emission regulations [6]

Core Viewpoint - The automotive industry is undergoing significant changes, with manufacturers reassessing their electric vehicle (EV) strategies due to slowing adoption rates and the impending expiration of federal tax incentives in the U.S. [2][5] Group 1: Honda's Strategy Shift - Honda has halted the development of a large electric SUV and significantly reduced its EV investment plans through 2030, influenced by weakening market demand and political factors in the U.S. [3][4][8] - The company initially aimed to launch a series of new electric vehicles starting in 2026, targeting markets outside of China, with a goal of having 30% of its total sales from EVs by 2030 [12][13]. - Honda's CEO indicated that the company now expects EVs to account for about 20% of sales by 2030, leading to a 30% cut in its EV investment and software development budget, from 10 trillion yen (approximately $69 billion) to 7 trillion yen (approximately $48 billion) [15][16]. Group 2: Focus on Hybrid Vehicles - Honda plans to shift its focus from electric vehicles to increasing the production of profitable hybrid vehicles, aiming to launch 13 new hybrid models globally in the next four years, with a target of 2.2 million units sold by 2030 [18][19]. - This strategy is seen as a short-term solution to ensure revenue while preparing for future EV adoption [19]. Group 3: Industry-Wide Adjustments - Other automakers, including Lotus, Porsche, and Volvo, have also adjusted their EV strategies, shifting focus towards hybrid models or delaying their electric vehicle plans due to misalignment with consumer demand [22][24]. - Ford and Jaguar Land Rover have been gradually slowing down their EV initiatives, while Nissan has canceled plans for electric vehicle production in the U.S. and Japan [23][24]. - The automotive industry is facing a transformative period, with manufacturers responding to a rapidly changing landscape by cutting back on EV investments [24].

通用汽车(GM.US)首席执行官Mary Barra在 2024 年 12 月的一次活动中说道："7500 美元的税收补贴正在推动需求;如果没有这个补贴，需求将会放缓。" 根据加州大学伯克利分校、杜克大学和斯坦福大学的教授们在 11 月联合开展的一项研究，若取消税收补贴，电动汽车的注册量可能会下降 27%。 此类政策的调整已在其他国家影响了电动汽车的普及情况。例如，2023 年年底补贴政策终止后，德国的电动汽车销量大幅下降。 2008 年，美国国会批准了针对电动汽车和插电式混合动力汽车的 7500 美元税收补贴。2022 年《通胀削减法案》延长了该补贴政策，同时将资格限制在在美 国制造、使用一定比例国内电池和材料的电动汽车上。 巴克莱分析师在一份报告中表示："我们相信(第三季度)将出现大规模的电动汽车预订潮，随后几个月的销量会大幅下降。" 智通财经APP获悉，汽车制造商们正敦促美国消费者在2025年9月30日之前尽快购买电动汽车，因为届时 7500 美元的美国税收抵免政策将终止。特斯拉 (TSLA.US)官网主页上周二显示了一条横幅信息：7500 美元联邦税收抵免即将结束。请在2025 年9月30日前提车。同 ...

近年来，中国在可再生能源和绿色技术领域确立了全球领先地位。绿色发展是中国政府的重点任务。这 一政策基于中国生态文明理念，强调可持续发展、人与自然和谐共生。 中国近年来在可再生能源领域取得的成就令人瞩目。中国国家能源局数据显示，截至2024年底，中国可 再生能源装机达到18.89亿千瓦，同比增长25%，约占总装机的56%，其中，水电装机4.36亿千瓦，风电 装机5.21亿千瓦，太阳能发电装机8.87亿千瓦，生物质发电装机0.46亿千瓦。这些数据直观展现了中国 能源转型的速度。 中国明确设定了"双碳"目标：力争2030年前实现碳达峰、2060年前实现碳中和。当前，中国正加快能源 绿色低碳转型，推广清洁交通应用，支持绿色技术创新方案落地应用。 绿色发展同样是乌兹别克斯坦的优先任务。为此，乌兹别克斯坦制定了多项长期规划，目标是向资源节 约型模式转型，实现生态可持续与经济增长的平衡。 未来几年，乌兹别克斯坦计划将绿色项目的投资占比提高到50%。同时，乌兹别克斯坦正着力提升工农 业的能源效率，推广创新技术，扩大有机农业和节水滴灌的应用范围。乌兹别克斯坦也在加强绿色城市 建设，推进绿色交通。目前，首都塔什干已引入中国制造的 ...

据报道，由于美国需求放缓和政策转向， 本田已停止开发电动SUV （运动型多用途汽车），并将减 少对电动汽车的投资，转向开发混合动力汽车。 在停止开发SUV的同时， 本田开始押注混合动力车 。从2027年起的四年内，本田计划在全球推出 13款车型，目标到2030财年实现220万辆销售，是2025年计划销量的2.2倍。 本田的转向并非个例。 美国福特汽车也已宣布退出大型电动汽车开发计划 。日产则中止了在美国市 场开发的两款电动汽车项目。 本田"掉头"混动 SUV适合越野户外，在美国新车销售中占比达60%。但车身越大，电池和底盘的开发及采购成本就 越高，这意味着更高的制造成本。一旦销量无法达到预期，将对企业盈利能力构成压力。 为应对全球需求放缓，本田已将2030财年前电动汽车相关投资从10万亿日元大幅削减至7万亿日元。 此次停止开发SUV就是这一调整的一部分。 本田最初的电动汽车战略雄心勃勃，计划从2026年起推出新的Zero系列电动汽车，该系列将在2030 年前推出7款车型。此次被叫停的车型是该系列中的大型SUV，目标家庭客户。已公布原型车的旗舰 轿车和中型SUV仍将继续投放市场。 本田放弃电动SUV的原因除了当 ...

专利摘要显示，本发明公开了一种混合动力汽车越野模式控制方法，本发明的主要设计构思在于，针对 部署四档变速箱的P2.5+P4的混合动力汽车架构，当首次进入越野模式时，若SOC低于预定义的越野平 衡点，则由前电机拖起发动机并进入串联后驱；之后若车速符合进入并联条件，则切换至并联四驱；若 车速不符合进入条件，则进入纯电后驱中间模式，再进入纯电四驱中间模式；之后若车速再次满足条 件，通过发动机怠速空转，调速进入并联四驱模式，此后，根据实时车速与既定的行驶速度阈值的比较 结果，使车辆在纯电四驱中间模式和并联四驱模式之间来回切换。基于本发明针对特定混动架构及配置 的上述四驱控制方案，能够在绝大多数工况下满足四驱脱困，实现长时越野。 金融界2025年7月4日消息，国家知识产权局信息显示，安徽江淮汽车集团股份有限公司申请一项名 为"混合动力汽车越野模式控制方法"的专利，公开号CN120245943A，申请日期为2025年04月。 天眼查资料显示，安徽江淮汽车集团股份有限公司，成立于1999年，位于合肥市，是一家以从事汽车制 造业为主的企业。企业注册资本218400.9791万人民币。通过天眼查大数据分析，安徽江淮汽车集团股 ...

中国汽车正越来越多地卖向非洲。 根据乘联会秘书长崔东树公布的数据，2025年1月—5月中国汽车向非洲出口量达到22.2万辆，同比增长高达67%；其中，5月单月出口5.8万辆，同比增长 达104%。在一系列中国汽车出口目的地中，非洲地区的数据表现最为突出。 在业内人士看来，非洲汽车消费市场的潜力很大。非洲人口占全球人口的15%，但汽车销量仅占全球汽车产量的3%左右，每千人保有量仅约40辆。伴随 当地生活水平提高，汽车有望逐步进入普及阶段。 据海关总署披露的数据显示，2025年1月—5月，中国对非洲国家出口额达5995.7亿元，增长20.2%，"中国制造"在非洲市场的接受度正不断提高，特别体 现在对电动汽车、工程机械的进口需求激增。 非洲大陆对中国机动车的需求旺盛且多样化，南非、阿尔及利亚、埃及、尼日利亚、摩洛哥等国位居前列。 在这背后，是中国车企将电动汽车带进了非洲市场。面对电力短缺、充电设施稀缺、电价高且波动大等现实问题，中国车企选择以混合动力汽车作为市场 开拓先锋，逐渐在当地开拓市场。从2025年1月至4月的数据来看，出口插混0.3万辆，同比增长1481%；混合动力0.2万辆，同比增长362%。 非洲地区每 ...