节点：下游（终端消费/应用）位置：下游情绪：利空参考度：4/10
德国波鸿汽车研究院发布2026年全球乘用车市场预测报告显示，中国在全球汽车市场的重要性进一步提升，汽车行业未来在于与中国合作。报告作者费迪南德·杜登赫费尔表示，不在中国市场无法真正进入汽车行业，中国市场及完备供应链带来的规模经济效益递增，加之在动力电池、新能源汽车、自动驾驶技术等前沿领域的快速创新，成为推动全球汽车产业电动化、智能化转型的关键动力。
2025年全球乘用车销量将突破8130万辆，创8年来最高水平。2025年全球前15大汽车市场中，中国、美国、印度、土耳其等国销量增长超4%；欧洲..
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