欧洲电车转型正当时：从欧洲车企2025中报看电动化趋势

开源证券2025-08-12

2025H1，大众、雷诺、宝马在欧BEV 销量延续Q1 大幅增长趋势欧洲车企2025 中报整体延续了一季报的电动化发展态势，大众、雷诺和宝马的电车销量依然大幅增长。其中，大众集团欧洲区BEV 交付量同比+89%；雷诺品牌欧洲区BEV 销量同比+57%；宝马集团欧洲区新能源车销量同比+35%。Stellantis 集团层面销量环比改善，部分品牌纯电销量同比大幅增长，如推出了多款新平台电车的雪铁龙品牌...

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