节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
根据欧洲钢铁协会（EUROFER）经济委员会发布的2026-2027年及2026年第一季度经济与钢铁市场展望报告，2025年第三季度欧盟汽车产量同比小幅增长1%，而前一季度则同比下降4.2%。
2025年，持续存在的供应链瓶颈（导致订单延迟）、战争相关干扰、消费者信心疲软、可支配收入增长有限以及整体经济不确定性，共同给欧盟汽车需求带来压力。不过，今年前四个月已出现小幅改善，2025年欧盟新车注册总量同比增长1.8%，但销量仍远低于疫情前水平。
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