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经济和市场报告：全球和欧盟汽车工业——2025年上半年

交运设备2025-09-24ACEA表***

AI智能总结

欧盟经济展望

欧盟经济预计2025年增长1.1%，通胀率预计降至2.3%，劳动力市场保持强劲，失业率预计达到历史低点5.7%。

全球汽车市场

注册量：全球汽车注册量增长5%，达到3740万辆，主要受中国（增长12%）推动。欧洲注册量下降2.4%，欧盟市场下降1.9%。
区域趋势：亚洲引领增长，中国、日本和韩国增长显著。北美增长2.5%，南美增长12.7%。欧洲表现落后。
动力源：欧盟市场电动车型占比15.6%，混合动力车型占比34.8%，燃油车占比37.8%。
生产结构：欧盟汽车销售中，德国占比20%，西班牙占比13%，捷克占比9%。中国汽车在欧盟销售占比6%。
生产量：全球汽车产量增长3.5%，达到3770万辆。亚洲占比60.1%，欧盟占比15.9%。中国产量增长12.3%，欧盟产量下降2.6%。
出口：欧盟汽车出口占全球销量的34.8%，主要目的地为英国、美国和土耳其。
贸易：欧盟汽车进出口均下降3.3%，贸易顺差缩小至430亿欧元。对中国进口增长，对华出口下降42%。

商用车市场

注册量：欧洲商用车注册量下降，其中面包车下降12%，卡车下降15.4%，公交车下降8%。
生产量：全球面包车产量增长1%，欧盟下降6.8%。欧盟卡车和公交车产量预计分别增长5.7%和6.2%。
贸易：面包车贸易顺差减半，卡车贸易顺差缩小12.1%，公交车贸易逆差超过120亿欧元。

Economic and Market ReportGlobal andEU auto industry:First half2025 Contents Copyright notice.........................................................................................................................3Key takeaways...........................................................................................................................4EU economic outlook.................................................................................................................5Passenger cars..........................................................................................................................7Registrations...........................................................................................................................7Global..................................................................................................................................7European Union (EU).........................................................................................................9Production.............................................................................................................................12Global................................................................................................................................12European Union (EU).......................................................................................................15Trade.....................................................................................................................................17Imports..............................................................................................................................18Exports..............................................................................................................................19Commercial vehicles................................................................................................................20Registrations.........................................................................................................................20Global (only for vans)........................................................................................................20European Union (EU).......................................................................................................21Production.............................................................................................................................23Global................................................................................................................................23Trade.....................................................................................................................................26 List of tables Table 1. EU economic forecast–Key figures...........................................................................5Table 2. Global new car registrations........................................................................................8Table 3. Top five–New EU car registrations............................................................................9Table 4. Global car production.................................................................................................13Table 5 Top ten EU car producers...........................................................................................15Table 6. EU new car trade.......................................................................................................17Table 7. EU new car imports, main countries of origin............................................................18Table 8. EU new car imports, main countries of origin............................................................18Table 9. EUnew car exports, main destinations.....................................................................19Table 10. EU new car exports, main destinations...................................................................19Table 11. EU new commercial vehicle and bus registrations..................................................21Table 12. Global van production..............................................................................................23Table 13. Global truck production outlook...............................................................................24Table 14. Global busproduction outlook.................................................................................25Table 15. EU new van trade....................................................................................................26Table 16. EU new truck trade..................................................................................................27Table 17. EU new bus trade....................................................................................................28 List of figures Figure 1. Estimated GDP growth for 2025 by country...............................................................6Figure 2. New

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