作者 | 第一财经 肖逸思 近日，欧洲汽车制造商协会（ACEA）发布了2025年8月的销量数据。数据显示，今年8月，欧盟、欧 洲自由贸易联盟及英国地区新能源汽车增长明显，其中插混汽车同比增幅达到54.5%，实现了连续第 六个月增长，纯电动汽车销量增长30.2%。 2025.09. 27 本文字数：956，阅读时长大约2分钟 欧洲新能源汽车的增长与中国车企的加速进入息息相关。从欧洲车市销量排名前18的汽车集团看，今 年前8个月，累计销量第一的还是大众集团，但是累计销量同比增幅最大的是比亚迪。 比亚迪今年前8个月在欧洲卖了近9.6万辆汽车，同比增幅达到280%，销量排名已经超过捷豹路虎、 本田和三菱。 咨询公司Rho Motion的报告显示，比亚迪今年3月在欧盟销售的电动汽车中，插电混动车型占比已经 达到了41%，而上汽集团高达49%。奇瑞在欧盟市场虽然销售体量较小，但其插电混动车型销量已超 过纯电车型，3月在欧盟销售的电动汽车中，插电混动车型占比高达71%。 比亚迪欧洲官网显示，目前其在售插混车型为SEAL U DM-i（海豹U DM-i）。在前不久的2025慕尼 黑车展上，比亚迪又推出了旗下第二款插混车型—— ...

Core Insights - The rise of plug-in hybrid vehicles (PHEVs) in Europe is significant, with a year-on-year growth of 54.5% in August, marking the sixth consecutive month of increase, while pure electric vehicle (EV) sales grew by 30.2% [1] - Chinese automakers are increasingly entering the European market, with BYD achieving a remarkable 280% year-on-year sales increase, selling nearly 96,000 vehicles in the first eight months of the year [1][2] - SAIC Motor also showed strong performance with a 19.7% increase in sales, surpassing Tesla in the European market [1][2] Industry Performance - The overall growth of new energy vehicles in Europe is closely linked to the entry of Chinese manufacturers, with BYD and SAIC Motor leading the sales growth among the top 18 automotive groups [1] - Traditional brands like Hyundai and Toyota experienced declines in sales, with Hyundai down 3.4% and Toyota down 6.7% in the same period [1] - Tesla's sales continued to decline, with a drop of over 32% year-on-year [1] Market Dynamics - The European Union's tariffs on Chinese EVs have made PHEVs a strategic entry point for Chinese manufacturers, as they are subject to a lower base tariff of 10% compared to the potential 45.3% on pure EVs [2][3] - In March, PHEVs accounted for 41% of BYD's EV sales in the EU, while SAIC's PHEV sales reached 49%, indicating a strong preference for hybrid models among consumers [3] - BYD has introduced new PHEV models in Europe, including the SEAL U DM-i and the SEAL 6 DM-i TOURING, further expanding its product offerings [3]