过去很长一段时间，由于既不符合纯电标准，又被视为燃油车的过渡产物，插混、增程被唱衰为"短命技术"，很快会退出历史舞台。 作者 | 常 笑 编辑 | 黄大路 设计 | 甄尤美 打不过就放弃。 当地时间12月16日，欧盟提案撤回燃油车禁令。迫于欧洲汽车行业的压力，欧盟委员会提出放宽"禁售燃油车"政策的相关要求，将2035年新车100%零排 放目标，下调至90%的减排目标。 欧盟的让步，让长期处于尴尬地带的插混车型重新获得了光明的前途。在全新框架下，欧盟境内部分插电式混合动力汽车以及配备燃油增程器的电动车， 将被允许在2035年之后继续销售。 自2023年2月14日，欧洲议会正式通过2035年燃油车禁售令起，此举堪称欧盟在绿色政策上做出的最大让步，由此也引发了全球汽车产业对于未来发展路 径的重新审视。 但此次欧盟的选择，无疑是从行动上为两种技术路线的长期价值正名。 然而，欧盟选择向现实低头，却与国内混动市场的发展轨迹形成有趣对照。2025年的中国混动市场正处在高基数增长下的行业瓶颈期。 2018-2024年间，中国新能源混合动力汽车产量占比从1.68%飙升至23.07%，渗透率的跨越式攀升，深刻印证了市场对其 "无 ...

Core Viewpoint - The article discusses the recent EU proposal to relax the ban on fuel vehicles, allowing for a 90% reduction target instead of a 100% zero-emission goal by 2035, which positively impacts hybrid vehicles and extends their market viability [4][5]. Group 1: EU Policy Changes and Market Implications - The EU's decision to ease the fuel vehicle ban is a significant concession in its green policy, prompting a reevaluation of future development paths in the global automotive industry [5]. - The new framework allows plug-in hybrid vehicles and fuel-extended electric vehicles to continue sales post-2035, marking a shift in the perception of these technologies [4][5]. Group 2: China's Hybrid Market Dynamics - China's hybrid vehicle market is experiencing a slowdown in growth after a rapid increase from 1.68% to 23.07% in production share from 2018 to 2024, indicating a market bottleneck [7]. - In contrast to the EU's long-term demand for hybrid systems, China's market is facing short-term growth challenges, with hybrid vehicle growth rates lagging behind pure electric vehicles [7][10]. Group 3: Long-term Outlook for Hybrid Technology - Experts agree that the current slowdown in hybrid vehicle growth is a temporary adjustment rather than a long-term decline, with a projected continued demand for hybrid systems in the coming years [10][11]. - By 2040, traditional fuel vehicles are expected to be fully hybridized, indicating a sustained development window for hybrid technology in China [10][18]. Group 4: Technological Advancements and User Experience - Key technological breakthroughs are necessary for the long-term success of hybrid systems, focusing on user experience, cost reduction, and performance optimization [13][28]. - The integration of AI in hybrid systems can enhance efficiency, optimize energy management, and improve user experience by adapting to driving habits [40][46]. Group 5: Global Expansion and Standardization Challenges - The article highlights the importance of localizing hybrid vehicle offerings for international markets, addressing varying regulatory standards and consumer preferences [51][53]. - Establishing international standards and collaborating across the supply chain are critical for the successful global expansion of China's hybrid technology [55][56].

Core Viewpoint - The German government has proposed to the EU to relax the 2035 ban on the sale of combustion engine vehicles in response to significant challenges facing the domestic automotive industry [1][2] Group 1: Policy Changes - The proposal includes allowing plug-in hybrid vehicles, electric vehicles with fuel range extenders, and "efficient" traditional combustion vehicles to continue sales after the 2035 ban takes effect [1] - Chancellor Friedrich Merz emphasized the need to protect domestic manufacturers from emission violation penalties while maintaining industry competitiveness without compromising climate goals [1][2] Group 2: Industry Challenges - The German automotive industry is under multiple pressures, including trade barriers with the US, increased competition in the Chinese market, and weak domestic demand, leading companies like Volkswagen to initiate large-scale layoffs [1] - The government views revitalizing the automotive industry as a crucial opportunity to boost the economy amid aging infrastructure and workforce challenges [1] Group 3: Political Dynamics - The Merz government faces political pressure from the far-right Alternative for Germany (AfD), which capitalizes on public anxiety regarding the transition to electric vehicles [2] - The ruling coalition, with insufficient public support, reached a consensus with the Social Democratic Party to establish a policy direction that protects the German automotive industry without undermining climate objectives [2]