节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
据外媒报道，因电动汽车需求增长未达预期，大众汽车削减电动汽车产量，对德国两家工厂实施临时停产。
大众茨维考（Zwickau）工厂发言人指出，受奥迪Q4 e – tron车型市场需求疲软影响，该工厂自10月6日起停产一周。此车型面临美国关税冲击，以及德国推动放宽欧盟燃油车销售禁令举措的影响。
此外，知情人士透露，生产大众ID.4和ID.7电动车型的埃姆登（Emden）工厂已缩短员工工时，预计还将关停生产线数日。
大众这两家工厂专注纯电动汽车生产，对市场需求波动极为敏感。尽管大众在欧洲市场电动车销量有所增长，但地区整体增速明显低于预期，增长态势更不均衡。
大众汽车还面临产能过剩问题。去年，公司达成大规..
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