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经济学人智库(EIU):2026年全球汽车行业展望报告:直面行业变局(英文版)(15页).pdf

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1、1 The Economist Intelligence Unit Limited 2025Automotive outlook 2026Heading for a shake-upNovember 2025Heading for a shake-upAutomotive outlook 2026Our solutionsCountry AnalysisUnderstand the political,policy and economic outlook.Our Country Analysis service looks at the global dynamics that affect

2、 your organisation,enabling you to operate effectively and plan for the future.Financial RiskGain unparalleled insights into the global financial landscape.Combining EIUs market-leading data and country expertise,our rigorous risk-modelling framework enables you to accurately identify risks to fisca

3、l sustainability,currency and the banking sector.Operational RiskPlan effectively with EIUs expert analysis and data.From detailed country risk assessments to customisable risk matrices,our service provides you with the tools needed to confidently anticipate and mitigate risks to your operations.Spe

4、aker BureauStrengthen your strategy and executive knowledge.Book EIUs experts for virtual or in-person events,training sessions,or decision-making meetings.Our briefings offer independent insights on political,economic and policy trends affecting your organisation.Intelligence that moves you forward

5、Economist Intelligence(EIU)operates at the intersection of macroeconomics and geopolitics,delivering data-led insights that empower financial institutions,corporations and governments to make strategic decisions for the future.Our coverage across 200+markets connects and contextualises global trends

6、 and events so that clients are fully informed to take action in a rapidly evolving world.3 The Economist Intelligence Unit Limited 20253Contact us for more informationLondon Economist Intelligence The Adelphi 1-11 John Adam Street London WC2N 6HT United KingdomTel:+44(0)20 7576 8000 E-mail:New York

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1. **全球汽车市场**:2026年新车销量预计增长2.5%至6800万辆,接近2017年峰值(6900万辆);商用车销量微降0.1%。 2. **电动汽车(EV)**:销量增长15%至2580万辆,占新车销量38%,但增速放缓(2025年为31%)。 3. **贸易与供应链**:美国关税政策推动车企转向“以防万一”供应链模式,本地化生产(如电池、电机)增加;中国车企(如比亚迪)加速海外扩张(匈牙利、土耳其、巴西等),挑战西方品牌。 4. **区域表现**:亚洲占全球新车销量64%;拉美(+4.5%)和中东非洲(+3.2%)增长最快;美国因关税和补贴取消,销量下降3%。 5. **风险与机会**:中国出口管制、USMCA谈判、欧7排放标准实施;车企面临整合压力,需警惕网络安全和地缘政治风险。
汽车业如何变革? 中国车企崛起? 电动车趋势如何?
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