CEPS：2025推进电动汽车市场转型深度剖析报告：欧洲实现低碳出行的现存阻碍与政策工具（英文版）（99页）.pdf

1、CEPSIN-DEPTH ANALYSISChristian Dietz,Edoardo Righetti and Christian EgenhoferJuly,2025-08NAVIGATING THE EVTRANSITION:BARRIERS ANDTOOLS FOR SHIFTING EUROPETO LOW-CARBON MOBILITY S SUMMARYUMMARY The European automotive industry stands at a critical juncture.The transition to electric vehicles(EVs)is c

2、rucial to the EUs climate targets in the transport sector.This transition requires a significant transformation of existing supply and value chains,which will also impact the types of labour and skills needed in the industry.The shifting revenues and cost structures as well as the competitiveness of

3、 the EU automotive industry will determine whether EV sales can offset the anticipated decline in internal combustion engine vehicle(ICEV)revenues.This CEPS in-Depth Analysis takes stock of challenges the industry is facing,and explores potential avenues to support the EV transition,with a focus on

4、passenger cars and vans or light duty vehicles(LDVs).In particular,the report examines the revenue and cost dynamics of the shift to battery electric(BEVs)and its implication for the industry and policy.Further on,it highlights the risk of declining European value added unless critical value chains

5、are scaled up while reflecting on persistent supply chain risks and potential cost implications for BEVs.The analysis then identifies financial tools to support and accelerate the transition,including targeted support for consumer uptake,innovation,infrastructure,and skills development.Christian Die

6、tz and Edoardo Righetti are Researchers in the Energy,Resources and Climate Change(ERCC)unit at CEPS.Christian Egenhofer is an Associate Senior Research Fellow in the ERCC unit at CEPS and Senior Research Associate at the Florence School of Transnational Governance at the European University Institu