巴黎车展成中欧汽车博弈场：约20个中国品牌参展翻倍欧委会官员披露混动协议每年35万辆上限
巴黎车展周一开幕，中欧汽车竞争以最直观的方式同场上演。据路透社10月12日报道，欧洲与中国车企预计在本届车展发布多达约60款新车型；约20个中国品牌参展，包括比亚迪与奇瑞，数量约为2024年上届巴黎车展的两倍。中国品牌近三年在欧洲份额快速上升，国内电动车价格战与销量压力，正推动它们加速出海。
车展的时间点紧贴贸易谈判。欧盟上周刚宣布与中国就混动汽车贸易达成安排，欧方此前称相关进口四年内可能减半，但未公布执行细节。周一，一名欧盟委员会官员在巴黎披露，协议为中国混动汽车设定每年35万辆的进口上限，具体如何实施仍未明确。这一数字与北京方面的口径形成对照：中国商务部同日公布的安排强调配给中国的配额不低于其他来源、并以2025年为基数上调（GSM已发）。同一协议，布鲁塞尔给出的是上限数字，北京强调的是配额公平，最终分配方式仍待文本落地。
欧洲车企高层的表态显示，行业对协议总体欢迎、对竞争压力直言不讳。雷诺首席执行官称混动进口涌入的局面难以持续，认为现有协议好于陷入贸易战；大众汽车首席执行官在周日晚间活动上欢迎谈判取得进展，同时强调在欧洲销售的企业应在可比条件下竞争、并在欧洲创造就业与价值。市场研究机构Jefferies在周日的一份客户报告中估算，比亚迪、奇瑞与上汽旗下MG品牌合计占今年前八个月中国品牌在欧混动销量的约九成，因此受协议影响也最直接。据中国海关数据，今年上半年中国对欧盟27国的混动汽车出口额同比增至约三倍、约75亿美元。
欧洲本土车企也在车展上发起反击。全球第四大车企Stellantis一家就发布六款新车、并展出九款概念车，一改过去数年在欧洲车展低调的做法，并以一款平价复古电动版经典车型主打情怀牌。大众同日公布的三季度交付数据显示，其全球交付量同比下跌逾一成、为四年来最大单季跌幅，主要拖累来自其最大市场中国的需求继续下滑，同时北美与西欧也走弱——欧洲车企在主场要守份额、在中国市场要止跌，两线承压正是这场车展背后的真实处境。
Paris Car Show Becomes China-EU Auto Stage: Some 20 Chinese Brands Attend as EU Official Puts 350,000-a-Year Cap on Hybrid Deal
European and Chinese automakers were expected to unveil as many as 60 new models at the Paris car show, which opened on Monday, Reuters reported on October 12. Around 20 Chinese brands, including BYD and Chery, are attending — roughly double the Chinese presence at the previous Paris show in 2024 — as a bruising price war and soft sales at home push them to expand in Europe.
The show opened days after the EU announced its hybrid-vehicle arrangement with China. An European Commission official in Paris on Monday put a figure on the deal for the first time, saying it caps Chinese hybrid imports at 350,000 units a year, though implementation remains unclear. That sits alongside Beijing's framing, published the same day, that China's quota will be no lower than other sources and will rise from a 2025 base. Analysts at Jefferies estimate BYD, Chery and SAIC's MG together accounted for about 90% of Chinese-brand hybrid sales in the EU in the first eight months of 2026, while Chinese customs data show hybrid exports to the EU roughly tripled in value in the first half, to about $7.5 billion. Stellantis alone launched six models and nine concept cars in a bid to win back share, while Volkswagen reported a third-quarter delivery drop of more than 14% — its steepest in four years — dragged down by weaker demand in China, its largest market.
图片来源：图：2024年巴黎车展上的 MG Cyberster 电动跑车（MG 为中国上汽集团旗下品牌）。摄影：Mathious Ier，CC0，来源：Wikimedia Commons
