中国企业向欧洲市场售出的电动汽车数量在18个月里创下了新低，今年八月相比去年同期下降了近一半。根据研究机构的数据，电动汽车销量下滑达48%，导致中国品牌的市场份额连续两个月出现下降。MG品牌，在被收购后成为了这一变化中的关键因素，但它的排名被中国汽车竞争对手所超越。
Jato的高级分析师Felipe Munoz指出，MG在八月份的销量大幅下跌了65%，部分原因是中国电动车进口可能受到欧盟暂定关税的影响。他同时提到，MG更倾向于开发轻度混合动力和插电式混合动力车型，而不是全电池驱动的车辆。
作为中国品牌中在欧洲市场最为成功的企业之一，MG在过去十年通过重建品牌形象并在2014年转向电动汽车策略取得了显著进步。然而，7月份其母公司上汽集团进口的电动车被欧盟加征了高达38%的关税，这一举措是所有从中国进口的电动车中税率最高的。
相比之下，另一家新兴于欧洲市场的中国汽车制造商保持增长势头，在八月内注册车辆数量同比上升19%。
汽车行业正在权衡欧盟对进口自中国的电动车加收额外关税的影响。这些措施涵盖了所有的中国进口电动车以及非中国汽车公司如比亚迪、特斯拉和戴姆勒的汽车，所有受影响的车辆都将在今年十一月根据欧盟成员国投票决定是否最终实施相关关税。
Felipe Munoz表示，关于中国电动车在欧洲市场的作用没有明确的说法。“尽管计划和声明众多，但对于它们的未来及其如何应对不断加剧的竞争所导致的不确定性更多。”Bloomberg News报道指出，中国的比亚迪推迟了其位于西班牙工厂建设计划启动的时间，预计将在2025年10月开始生产电动车。由于工厂的工作量仍在评估中，这一计划被推迟了一年。
欧洲整体的电动汽车需求下滑也加剧了汽车制造商的压力，在今年前八个月里，全地区的注册数量相比去年同期下降了5.5%，而德国等主要市场已取消买家激励措施。欧盟汽车制造商呼吁布鲁塞尔重新考虑包括2025车队排放目标在内的关键气候目标，这些目标可能导致数以十亿欧元的罚款。
由于对欧盟征税的反应不同，在英国和挪威等国家中，中国电动车注册数量有所增长。但在整个地区，包括宝马、梅赛德斯-奔驰集团和雷诺在八月内的销量分别下滑了50%以上，而Jato数据显示。吉利控股的部分拥有品牌Polestar是瑞典的一个电动汽车制造商，其销售量也在增加。
整体而言，面对欧洲市场的复杂形势，中国汽车行业正面临多重不确定性与挑战。
新闻来源：www.bloomberg.com
原文地址：BYD, SAIC: Chinese EV Sales in Europe Lowest in More Than a Year
新闻日期：2024-09-30
原文摘要：
Chinese manufacturers sold the fewest electric cars in 18 months to customers across Europe, with registrations falling by nearly half in August from a year earlier. The 48% drop led to the second straight month of declining share for Chinese brands, based on figures provided by researcher . MG, the British nameplate that’s now part of , lost its top spot across Europe to Chinese rival , according to , which also tracks the automotive market. Uncertainty tied to provisional European Union tariffs on Chinese EV imports can partly explain MG’s 65% tumble in August, said Felipe Munoz, a senior analyst at Jato. He said the automaker has been putting more emphasis on the mild-hybrid and plug-in hybrid segments, rather than fully battery-powered cars. MG has had the most success of any Chinese carmaker in Europe, leveraging its long-held name recognition to rebuild the brand over the past decade, while making a pivot to EVs. But its state-owned parent SAIC was hit with added EU levies of 38% on its EVs in July, the highest assessment of all. , a Chinese heavyweight that’s a relative newcomer to the European market, continued to make strides in August with a 19% year-over-year rise in registrations, according to Jato.Automakers are still weighing the potential impact of the EU tariffs, which affect all EVs imported from China, including those from non-Chinese companies , and . The added duties are set to be finalized by November, pending a member state vote, with negotiations between Beijing and Brussels taking place amid furious lobbying. “There is nothing clear regarding the role of the Chinese EVs in Europe,” Munoz said. “Although there are many plans and announcements, there is even more uncertainty around their future and how Europe will react to the increasing competition.”Bloomberg News reported on Friday that China’s has pushed back a goal to start building EVs at a plant it’s taken over in Spain by one year to October 2025, as the company weighs the amount of work to be carried out at the Barcelona site. A broader in EV demand across Europe has added to the uncertainty for carmakers. Registrations fell 5.5% in the first eight months of the year across the region after major markets like Germany removed buyer incentives. European automakers have called on Brussels to reconsider key climate targets including 2025 fleet-emissions goals that could lead to billions of euros in fines.Sales trends for EVs imported from China have been uneven in the wake of the tariffs. In the UK and Norway, for example — countries which haven’t followed the EU’s lead — EV registrations rose during August. Among Western brands, BMW, Mercedes-Benz Group and Renault all saw declines of 50% or more in August registrations across the region, according to Jato. Yet the popular Volvo EX30 helped drive a more than doubling of sales for the Swedish mark’s parent, . , which imports some cars to Europe from China, posted a 7% rise. Neither Jato nor Dataforce count Volvo among Chinese brands. Polestar, the Swedish EV maker partly owned by Geely founder , isn’t counted among Chinese brands by Jato, though it’s included in Dataforce’s market calculations. Dataforce’s market figures cover all EU and EFTA countries plus the UK, but exclude Hungary and Slovakia for August, as those markets hadn’t published monthly data at the time the numbers were compiled.
