2026年头八个月，欧盟纯电动汽车销量达到164万辆，同比增长45%，预计年底前将有16款售价低于2.5万欧元的车型上市。交通与环境组织表示，欧洲议会报告员提出的2035年目标版本将使这些廉价车型到2030年的销量减少近四分之三。
Battery-electric sales in the EU reached 1.64 million in the first eight months of 2026, up 45%, with 16 models under EUR 25,000 due on sale by the end of the year. Transport and Environment says the version of the 2035 target proposed by Parliament’s rapporteur would cut sales of those cheap models by nearly three quarters by 2030.
廉价电动汽车在欧洲畅销，是因为法规要求生产它们。今年头八个月，欧盟纯电动汽车销量达到164万辆，同比增长45%。目前提交议会的2035年目标版本将使最廉价车型到2030年的销量减少约四分之三。
Cheap electric cars are selling in Europe because the rules required them. Battery-electric sales in the EU reached 1.64 million in the first eight months of the year, up 45%. The version of the 2035 target now in front of Parliament would cut sales of the cheapest models by about three quarters by 2030.
上述数据源自交通与环境组织今日发布报告中的自有模型测算。该倡导组织统计，到2026年底将有16款售价低于2.5万欧元的车型上市，是去年的两倍。这些车型的销量有望达到2024年水平的七倍。
That last figure is Transport and Environment’s own modelling, in a report published today. The advocacy group counts 16 models under EUR 25,000 on sale by the end of 2026, twice last year’s number. Sales of those cars are on course to reach seven times their 2024 level.
目前欧盟市场有超过150款大众市场电动车型可供选择。今年将新增约60款，而2021年至2025年期间年均仅15款。销量数据本身并非新鲜事。
More than 150 mass-market electric models are now available in the EU. About 60 arrive this year, against an average of 15 a year between 2021 and 2025. The sales numbers themselves are not new.
我们在9月曾报道过1,641,333辆新注册登记量和21.7%的市场份额，当时纯电动汽车全年累计销量已追平汽油车。交通与环境组织将前八个月份额估为22%，单8月份则达28%。法国8月份达到38%，德国为32%。
We reported the 1,641,333 registrations and the 21.7% share in September, when battery-electric drew level with petrol for the year. Transport and Environment puts the eight-month share at 22%, and August alone at 28%. France reached 38% in August and Germany 32%.
争论焦点在于后续走向。作为议会报告员的意大利力量党成员马西米利亚诺·萨利尼希望将2035年目标设定为减排90%，而非彻底终结燃油车，这也是欧盟委员会的立场。他的报告将把仅使用可再生燃料的汽车视同纯电动汽车。报告还将合规期限从三年延长至五年。
The argument is about what comes next. Massimiliano Salini, the Forza Italia member who is Parliament’s rapporteur, wants the 2035 target set at a 90% cut rather than an end to combustion, which is also the Commission’s position. His report would treat cars running only on renewable fuels as equivalent to electric ones. It would also stretch the compliance period from three years to five.
Transport and Environment（交通与环境组织）模型显示，萨利尼版本预计2030年纯电动汽车占比为22%，与当前持平，2035年为39%；而欧盟委员会版本则分别为47%和85%。按这些数据计算，2035年欧洲车企将销售约570万辆纯电动汽车，中国车企将销售1190万辆。
Transport and Environment models the Salini version at 22% battery-electric in 2030, unchanged from today, and 39% in 2035, against 47% and 85% under the Commission’s. On those numbers European carmakers sell about 5.7 million battery cars in 2035 and Chinese carmakers sell 11.9 million.
目前欧洲制造商供应近60%的在售车型，上半年新增16款。中国品牌占21%，新增11款。
European manufacturers supply nearly 60% of the models on sale today, having added 16 in the first half. Chinese brands hold 21% and added 11.
目前的合规记录不支持寻求宽减的理由。车企已在周期过半时缩小了四分之三的差距，以达成2025至2027年目标，该组织预计所有车企都将合规。宝马、Stellantis、起亚以及梅赛德斯-沃尔沃联合体已达标。大众汽车仍需再降低约7克/公里的二氧化碳排放。
The compliance record so far does not support the case for relief. Carmakers have closed three quarters of the gap to the 2025 to 2027 targets halfway through the period, and the group expects all of them to comply. BMW, Stellantis, Kia and the Mercedes-Volvo pool are already there. Volkswagen has about 7 grams of CO2 per kilometre left to find.
英国置身于此框架之外，在其保留的强制令下，8月纯电动汽车占比达29.8%，而欧盟整体为28%。
Britain, outside all of this, took 29.8% in August under the mandate it kept, against 28% across the EU.