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彭博社

欧洲汽车销量加速增长,中国品牌抢占市场份额Europe Car Sales Growth Accelerates as China Brands Seize Share

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欧洲汽车销售增速上月加快,延续了今年的连涨走势,主要得益于买家转向电动汽车,而中国制造商占据了增量的很大一部分。

European car sales growth accelerated last month, extending a run of gains this year as buyers turn to electric cars, with Chinese manufacturers capturing much of the increase.

欧洲汽车制造商协会周四表示,9月新车注册量增长10%至136万辆。这标志着连续第八个月增长。

New-vehicle registrations rose 10% to 1.36 million in September, the European Automobile Manufacturers’ Association said Thursday. That marked an eighth straight monthly gain.

纯电动和插电式混合动力车辆占总量的43%,高于去年的32%,此前法国和德国的电池汽车销量大致翻倍。

Pure electric and plug-in hybrid vehicles accounted for 43% of the total, up from 32% last year after battery-car sales in France and Germany roughly doubled.

源于中东战争的创纪录燃油价格进一步倾斜了电动汽车的经济性,而法国和德国的激励措施正帮助降低其较高的标价。同样的能源冲击也可能挤压家庭预算并削弱消费者信心,从而可能拖累大宗消费品的需求。

Record fuel prices stemming from the Middle East war are tilting the economics further toward electric cars, while incentives in France and Germany are helping whittle down their higher sticker prices. The same energy shock also risks squeezing household budgets and undermining consumer confidence, potentially weighing on demand for big-ticket purchases.

更强劲的市场为大众汽车等欧洲车企提供了一些喘息空间。它们的利润正因中国需求疲软、贸易壁垒以及国内降本压力而受到挤压。然而,向电动汽车的转型是把双刃剑。

The stronger market offers some respite for European automakers like Volkswagen AG. Their profits are being squeezed by weak demand in China, trade barriers and pressure to cut costs at home. Yet the shift toward EVs is a mixed blessing.

大众及包括Stellantis NV和宝马在内的竞争对手,单辆电动汽车的利润仍低于同级燃油车,意味着转型伴随着成本。与此同时,比亚迪和奇瑞汽车正在其主场加剧竞争。

VW and rivals including Stellantis NV and BMW AG still make less money on an EV than on a comparable combustion-engine car, meaning the shift comes at a cost. At the same time, BYD Co. and Chery Automobile Co. are intensifying competition on their home turf.

据彭博情报,中国品牌今年以来注册量翻了一番多,预计将占据欧洲增长的很大份额。奇瑞热销的捷途7是赢得买家青睐的车型之一,买家在奇瑞SUV和大众斯柯达Elroq之间做选择。

Chinese brands have more than doubled registrations so far this year, according to Bloomberg Intelligence, which expects them to capture much of Europe’s growth. Chery’s popular Jaecoo 7 is among the models winning out as buyers choose between the Chinese SUV or VW’s Skoda Elroq.

9月期间,特斯拉交付量激增73%,延续复苏势头。在中资车企中,奇瑞涨幅领先,销量近乎翻三倍,其在欧洲市场份额几乎翻倍至3.9%。

During September, Tesla Inc. continued its recovery with a 73% jump in deliveries. Among Chinese automakers, Chery led gains with a near three-fold surge that almost doubled its market share across Europe to 3.9%.

随着汽车行业裁员潮的加剧,那些处境艰难的欧洲传统汽车制造商正在获得越来越多的政治支持。本月早些时候,欧盟与中国原则上达成了一项协议,旨在限制中国向欧洲地区出口混合动力汽车(此前中国的混合动力汽车出口量激增)。

Europe’s struggling incumbent manufacturers are getting more political backing as job cuts across the industry accelerate. Earlier this month, the European Union and China in principle agreed on a deal that will limit China’s imports of hybrid cars to the region, after shipments surged.

法国和德国也达成了一项协议,双方将共同游说欧盟放宽对2035年后新销售的燃油汽车所实施的严格二氧化碳排放限制。这种共同的立场也有助于推动旨在加强欧洲本地制造业的“欧洲制造”(Made in Europe)政策的实施。

France and Germany also clinched an accord that will see them lobby the EU to further water down tough CO2 limits for new sales of fuel-burning cars from 2035. Their common stance could also give momentum to proposed “Made in Europe” regulation aimed at strengthening local manufacturing.

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