丰田与Stellantis退出特斯拉欧盟碳排放池

盖世汽车资讯03-04

欧盟最新文件显示，丰田和 Stellantis 均将退出特斯拉 2026 年欧洲碳排放联盟。这两家车企是该联盟中付费规模最大的成员。此举对特斯拉的碳排放积分收入构成最新打击。自美国去年取消本土碳排放积分市场后，特斯拉的全球积分收入已持续萎缩。根据欧盟法规，无法独自满足车队整体碳排放目标的车企，可以与拥有积分盈余的厂商组成“联盟”——特斯拉便是典型代表，因其只销售零排放车型。作为交换，联盟成员需向...

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20 亿美元的碳排放联盟协议。此后，本田、捷豹路虎也相继加入。2025 年合规年度，特斯拉的联盟规模一度扩大至丰田、Stellantis、零跑、福特、本田、马自达、斯巴鲁、铃木。瑞银分析师估算，仅在欧洲市场，这一庞大联盟每年就能为特斯拉带来超 10 亿欧元收入。而根据欧盟文件，到 2026 年，联盟成员将大幅缩减，仅剩特斯拉、福特、本田、马自达和铃木。丰田与 Stellantis 正式退出。丰田方面认为，自身已能够独立满足欧盟排放目标。这家日本车企多年来在欧洲市场保持着较高的混动车型占比，高排放车型所剩无几。其 2025 年排放目标为每公里 96.3 克二氧化碳，预计实际表现将基本达标。同时，丰田的纯电动车型阵容也在扩张。全新 Urban Cruiser 即将登陆欧洲展厅，bZ4X 表现也相对亮眼，该车在 2026 年 2 月成为丹麦最畅销电动车。Stellantis 则采取了另一套策略。据 Dataforce 预测，该公司 2025 年碳排放目标约每公里超标 6 克，但它手握一张王牌： 零跑汽车 。Stellantis 持有这家中国电动车企的多数股权，零跑正通过其位于西班牙萨拉戈萨的工厂快速扩大欧洲产能，该工厂改造后年产量可达 20 万辆零跑车型。通过与零跑单独组建自有碳排放联盟，Stellantis 无需再向特斯拉付费，即可用零跑的零排放车型销量抵消自身车队平均排放。仅 2025 年第四季度，零跑在欧洲交付量就超过 1.7 万辆，经销商网络已扩展至全欧800 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