
中国电动车和混合动力车销量的上升正在重塑欧盟汽车板块的竞争力以及与中国的贸易平衡,据一份近期报告显示。
The rise in sales of Chinese electric and hybrid cars is reshaping the EU’s competitiveness in the bloc’s auto sector and trade balance with China, according to a recent report.
根据安联贸易(Allianz Trade)的一份近期报告,欧洲汽车板块正因中国制造商日益激烈的竞争而经历结构性变化。
The European auto sector is experiencing structural changes due to ramping competition from Chinese manufacturers, a recent report from Allianz Trade showed.
近年来,中国汽车制造商在欧盟的份额从2%上升至接近10%,其在整个欧洲的销量首次超过100万辆。
Chinese automakers’ share in the EU rose from 2% to nearly 10% in recent years, while their sales across the continent exceeded 1 million units for the first time.
中国品牌占据欧洲电动汽车(EV)市场的16%,占据插电式混合动力汽车(PHEV)市场的26%。
Chinese brands make up 16% of all electric vehicle (EV) market and 26% of the plug-in hybrid electric vehicle (PHEV) market in Europe.
一月至八月,欧洲汽车市场同比增长5%,而纯电动汽车销量激增45%,占新车注册量的22%,与燃油车持平。
The European auto market grew 5% year-on-year in January-August, while the sales of fully electric cars surged 45%, accounting for 22% of new car registrations, matching gas cars.
在法国,纯电动汽车占新车销量的30%,在德国为26%,而在意大利和西班牙则低于10%。
Fully electric cars made up 30% of new car sales in France and 26% in Germany, while this rate was below 10% in Italy and Spain.
在2026年巴黎车展上,参展的中国品牌份额从2024年的23%上升至今年的50%,而欧洲品牌的份额则从68%下降至39%。
At the 2026 Paris Auto Show, Chinese brands’ share among participants rose from 23% in 2024 to 50% this year, while the share of European brands dropped from 68% to 39% over the same period.
中国车企凭借具竞争力的价格、先进技术以及日益完善的售后服务网络,巩固了其在欧洲市场的显著地位。
Competitive price point Chinese carmakers offer competitive prices, advanced technologies, and a growing after-sales service network, which have helped cement their prominence in the European market.
欧盟曾对中国保持汽车贸易顺差,达到200亿美元(224亿美元),但这一趋势逆转,欧盟转而出现贸易逆差。
The EU used to run an automotive trade surplus with China, reaching €20 billion ($22.4 billion), but this trend reversed and the bloc started posting a trade deficit instead.
过去两年,欧盟向中国的汽车出口有所下降,而本年上半年中国电动车和混合动力车对欧盟的出口翻倍,达到142亿美元,其中混合动力车的出口激增了206%。
The EU’s auto exports to China declined over the past two years, while Chinese electric and hybrid car exports to the bloc doubled in the first half of this year, totaling $14.2 billion, while hybrid car shipments alone surged by a whopping 206%.
尽管欧盟对中国制造的电动汽车征收最高35%的关税,中国车企仍在欧洲市场持续成长,因为制造商转向混合动力车型以规避这些贸易壁垒。
Chinese carmakers continued to grow in the European market despite the EU’s tariffs of up to 35% on Chinese-made EVs, as the manufacturers moved towards hybrid models in the face of these trade barriers.
自2021年以来,三大德国汽车制造商在欧洲和中国的市场份额均出现下降,而这些制造商在欧洲创造的增加值在今年上半年相比2021-2022年下降了30-45%。
The market share of three major German automakers declined in both Europe and China since 2021, while the added value that these manufacturers generated in Europe dropped by 30-45% in the first half of this year compared to 2021-2022.
报告显示,如果到2030年,德国汽车制造商在欧洲和中国两个市场的市场份额再下降三个百分点,他们可能面临约30亿欧元(34亿美元)的额外增加值损失。
German automakers could face additional losses of around €3 billion ($3.4 billion) in added value if they lose an additional three percentage points of market share in both markets by 2030, the report showed.
根据已宣布的投资项目,中国在欧洲的电池生产能力到2030年可能从15%上升至37%;如果尚未最终确定的项目得以实施,这一比例可能升至45%。
Chinese battery production capacity in Europe could rise from 15% to 37% by 2030 based on announced investment projects, while this rate could hit 45% if projects that have not yet been finalized are implemented.
欧洲在2025年出现电池贸易逆差470亿欧元(527亿美元),而根据截至今年7月的年度化数据,这一逆差为570亿欧元(640亿美元)。
Europe ran a battery trade deficit of €47 billion ($52.7 billion) in 2025 and €57 billion ($64 billion) as per annualized data as of July this year.
报告呼吁加大对电池技术、软件和半导体的投资,以确保欧洲汽车行业能够保持其竞争优势。
The report urged investments in battery technology, software, and semiconductors to be increased to ensure that the European auto sector can maintain its competitive edge.