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大众汽车美国电动汽车季度销量暴跌90%Volkswagen’s US EV sales collapse 90% in a quarter

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2025年9月拍摄的位于田纳西州查塔努加的大众汽车装配厂。图片来源:哈里森·基利 / CC BY 4.0,来自维基共享资源(有裁剪)The Volkswagen assembly plant in Chattanooga, Tennessee, photographed in September 2025. Credit: Harrison Keely / CC BY 4.0 via Wikimedia Commons (cropped)

大众汽车在第三季度在美国售出1,421辆电动汽车,同比下降90%,此前该公司终止了ID.4的生产并暂停了其电动微型面包车的进口。欧洲方面,电动汽车在8月份占新注册量的29%。

Volkswagen sold 1,421 electric cars in the United States in the third quarter, a 90% fall, after ending ID.4 production and halting imports of its electric minivan. In Europe battery electric cars took 29% of new registrations in August.

大众汽车在7月至9月期间在美国售出1,421辆电动汽车,比去年同期少了90%。

Volkswagen sold 1,421 electric cars in the United States between July and September. That is 90% fewer than a year earlier.

其中ID.4车型售出989辆,较去年的12,470辆下降92.1%;ID. Buzz车型售出432辆,下降82.5%,这一数据由InsideEVs报道。美国总销量下降10.9%至78,179辆。

The ID.4 accounted for 989 of them, down 92.1% from 12,470, and the ID. Buzz for 432, down 82.5%, InsideEVs reported. Total US sales fell 10.9% to 78,179.

这是供应数字,而非需求数字。今年大部分时间,大众汽车一直在经销商停车场售卖剩余库存,InsideEVs称这是电动汽车制造商在市场中出现的最大降幅之一。

This is a supply number, not a demand one. For most of this year Volkswagen has been selling whatever was left on dealer lots, and InsideEVs calls it among the biggest drops of any electric carmaker in the market.

ID.4车型于4月份在查塔努加工厂停产,以便该工厂改为生产汽油版Atlas车型;ID. Buzz的进口也被暂停,仅剩2025款车型在售。

The ID.4 left production in Chattanooga in April, so the plant could build the petrol Atlas instead, and ID. Buzz imports stopped, leaving only 2025 cars.

欧洲情况则相反。8月份,电动汽车在欧洲大陆新注册量中占比29%,而大众汽车目前在德国接受的电动汽车订单量已超过汽油和柴油车型。

Europe went the other way. Battery electric cars took 29% of new registrations across the continent in August, and Volkswagen is now taking more orders for electric cars than petrol and diesel in Germany.

在西班牙生产的四款预算型车型合计吸引了约10万份订单。随着燃油车需求下降,大众汽车取消了沃尔夫斯堡的额外班次,并在埃姆登和茨维考增加了班次。

Four budget models built in Spain have drawn about 100,000 orders between them. Volkswagen cancelled extra shifts at Wolfsburg as combustion demand fell, and added them at Emden and Zwickau.

其在欧洲面临的问题是另一类问题。中国品牌在6月份占欧洲市场份额的创纪录10.9%,大约是一年前的两倍。

Its European problem is a different one. Chinese brands took a record 10.9% share of the European market in June, roughly double their share a year before.

这正在削弱大众汽车的畅销车型。途观L插电式混合动力车从欧洲畅销插电式车型的榜首下降至第四,被比亚迪海豹U超越。

That is costing Volkswagen its best sellers. The Tiguan plug-in hybrid went from Europe’s top-selling plug-in to fourth in a year, behind the BYD Seal U.

首席执行官奥利弗·布鲁梅希望布鲁塞尔采取行动,称不容有失。现有欧盟对华电动汽车最高35%的关税不适用于插电式混合动力车型。

Chief executive Oliver Blume wants Brussels to act, saying there is no time to lose. Existing EU tariffs of up to 35% cover battery electric cars from China but not plug-in hybrids.

美国替代车型沿用了名称。ID.途观将于明年推出,配备前备箱和更多实体控制;微型面包车则将以2028款车型回归,配备原生NACS充电端口。

The American replacement borrows the name. The ID. Tiguan arrives next year with a front boot and more physical controls, and the minivan returns as a 2028 model with a native NACS port.

在那之前,这些车型就是主打阵容。ID.4的折扣最高可达12,500美元,而ID. Buzz的起售价仍为61,545美元,续航里程最高可达234英里。

Until then the lots are the lineup. The ID.4 has been discounted by up to $12,500, while the ID. Buzz still starts at $61,545 for a range topping out at 234 miles.

华盛顿州取消了补贴。联邦税收抵免到期后,ID.4在去年最后一个季度仅售出248辆,而关税也导致大众汽车的利润下降了53%。

Washington removed the help. The ID.4 sold 248 cars in the final quarter of last year, once the federal tax credit expired, and tariffs contributed to a 53% drop in Volkswagen’s profit.

相比之下,中国的情况则更为明显。大众汽车在中国的合资企业销售一款插电式混合动力轿车,起售价约为17,175美元,不到该车型在美国售价的三分之一,而且公司并无将其引入美国市场的计划。

The contrast is sharper in China. Volkswagen’s joint venture there sells a plug-in hybrid saloon from about $17,175, under a third of what the minivan costs in America, with no plan to bring it west.