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开源证券:欧洲车企延续电动化发展态势 新车型有望带动本地电车市场放量
Zhi Tong Cai Jing· 2025-08-12 08:31
Group 1 - The core viewpoint is that European automakers are continuing to show significant growth in electric vehicle (EV) sales in the first half of 2025, with major brands like Volkswagen, Renault, and BMW leading the charge [1] - Volkswagen Group's BEV deliveries in Europe increased by 89% year-on-year, while Renault's BEV sales rose by 57%, and BMW's new energy vehicle sales grew by 35% [1] - Stellantis saw a substantial improvement in sales, with some brands like Citroën achieving a 185% year-on-year increase in pure electric sales, while Mercedes-Benz's new energy vehicle sales remained flat [1] Group 2 - European automakers are set to continue launching new electric vehicle models in 2025-2026, which is expected to solidify and extend the trend of electrification [2] - Renault plans to release multiple electric models, including the Alpine A390 and Renault 4, while Stellantis will introduce several models based on new platforms [2] - Volkswagen, BMW, and Mercedes-Benz are also preparing to showcase or begin production of their next-generation electric vehicles, with significant product launches planned for 2025 and 2026 [2]