市场研究公司Rho Motion最新数据显示，六月全球电动及插电式混合动力汽车销售同比增长24%，达到180万辆，中国和欧洲市场强劲增长成为主要驱动力。然而，北美地区销售下滑9%，至超过14万辆，美国市场同比下降1%，原因在于特朗普政府支出法案提前削减税收抵免政策。这是北美首次落后于其他新兴市场地区，包括东南亚、中南美等，这些区域销售激增43%，同样突破14万辆。
关键问题在于，全球汽车制造商在美国面临25%的高额进口关税，促使多家公司调整2025年业务展望。欧洲市场则得益于激励措施和廉价车型供应，德国和西班牙等关键国家的零售及车队买家支持，预计下半年销售将持续增长。
小型车领域，欧洲领先品牌如大众和雷诺表现突出，但中国品牌比亚迪正抢占欧洲市场份额，并推动新兴市场扩张。Rho Motion数据经理Charles Lester指出，近期有报道暗示中国可能因部分城市补贴耗尽而出现放缓迹象；他预期下半年更多补贴将释放，带动年末销量大幅跃升。
销售数据细节：中国六月销售111万辆，同比增长28%；欧洲销售约39万辆，增长23%。北美疲软拖累整体表现，凸显区域分化趋势。
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