近期，欧盟，以及美国、英国、加拿大等地区和国家，相继调整汽车产业政策，放宽燃油车与混合动力车市场限制，多家传统车企电动化转型节奏放缓。

　　2025年年底，欧盟委员会发布汽车产业一揽子方案，提议放宽2035年“禁售燃油车”的相关要求。

　　美国总统特朗普也在2025年年底宣布，拟大幅放宽汽车燃油效率标准，并已取消电动汽车购买税收抵免。

　　有国内媒体援引《华尔街日报》消息称，欧盟，英国和加拿大，都在撤回或重新考虑电动汽车强制推广目标。

　　这也给欧洲、北美市场汽车电动化转型带来更多变数。

　　短期来看，欧美汽车电动化减速，可能导致欧美车企纯电车型需求放缓，但混合动力车型的推广，有望打开新的增长空间。

　　混合动力车型适配欧美市场当下的转型诉求，同时以“燃油+电驱”的灵活架构，对动力电池的能量密度、倍率性、循环寿命与成本控制，提出精准化要求。

　　对中国电池企业来说，这既是挑战，也是凭借自身技术积淀与全球布局，随海外市场变化，抢占海外市场的战略机遇。

　　实际上，包括宁德时代、弗迪电池、亿纬锂能、蜂巢能源、欣旺达等中国头部电池企业，均已在混合动力车型用动力电池领域，布局相关技术和产品，并在国内市场积累了规模化应用经验。

　　长期而言，全球碳中和的大方向未变，中国电池企业正通过“技术输出+本地制造+生态协同”模式，不断深化与海外车企的合作。对于本轮欧美市场汽车产业政策的转向，中国电池企业凭借自身优势及海外车企的广泛认可，或将在变局中逐渐把握主动权。

　　同时，在固态电池、钠电池等前沿技术领域的持续投入，或让中国电池产业保持全球电池技术的代际领先，并为未来汽车能源形态的终极变革，储备核心竞争力。

Recently, the European Union, as well as regions and countries such as the United States, the United Kingdom, and Canada, have successively adjusted their automotive industry policies, relaxed market restrictions on fuel and hybrid vehicles, and slowed down the pace of electrification transformation for many traditional car companies.

At the end of 2025, the European Commission released a comprehensive plan for the automotive industry, proposing to relax the relevant requirements for the 2035 ban on the sale of fuel vehicles.

US President Trump also announced at the end of 2025 that he plans to significantly relax fuel efficiency standards for cars and has canceled tax credits for electric vehicle purchases.

According to domestic media citing The Wall Street Journal, the European Union, the United Kingdom, and Canada are all withdrawing or reconsidering their mandatory promotion targets for electric vehicles.

This also brings more variables to the electrification transformation of automobiles in the European and North American markets.

In the short term, the slowdown in electrification of European and American cars may lead to a slowdown in demand for pure electric models from European and American car companies, but the promotion of hybrid models is expected to open up new growth opportunities.

Hybrid models are adapted to the current transformation demands of the European and American markets, and with a flexible architecture of "fuel+electric drive", precise requirements are put forward for the energy density, rate performance, cycle life, and cost control of the power battery.

For Chinese battery companies, this is both a challenge and a strategic opportunity to seize overseas markets by leveraging their own technological accumulation and global layout, and adapting to changes in overseas markets.

In fact, leading battery companies in China, including CATL, Freddie Battery, EVE Energy, Honeycomb Energy, and Xinwangda, have already laid out relevant technologies and products in the field of power batteries for hybrid vehicles, and accumulated experience in large-scale application in the domestic market.

In the long run, the overall direction of global carbon neutrality remains unchanged, and Chinese battery companies are continuously deepening their cooperation with overseas car companies through the "technology output+local manufacturing+ecological synergy" model. For the current shift in automotive industry policies in the European and American markets, Chinese battery companies, relying on their own advantages and the widespread recognition of overseas car companies, may gradually seize the initiative in the changing situation.

At the same time, continuous investment in cutting-edge technologies such as solid-state batteries and sodium batteries may enable China's battery industry to maintain intergenerational leadership in global battery technology and reserve core competitiveness for the ultimate transformation of future automotive energy forms.