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Open Securities released a research report stating that the overall trend of electrification in European car companies in 2025 continued the development momentum of the previous quarter, with significant increases in electric car sales for Volkswagen, Renault, and BMW. Earlier, the European Parliament voted to pass an amendment on carbon emission assessment, originally planned to tighten the carbon emission assessment goals in 2025, but now assessing the average values for the years 2025-2027. Although the timeline has been slightly delayed, the overall trend remains unchanged. In response to the upcoming tightening assessment requirements, various car companies have successively launched new generations of pure electric platforms and new models, which are expected to drive volume in the European electric car market. It is recommended to pay attention to domestic companies in the sub-categories of lithium batteries, lithium battery materials, and lithium battery structural parts.
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