Global Autos Daily: The Morning News

研报英文原文证据摘录

Global Autos Daily: The Morning News

Deutsche Bank

Research

Europe Strategy Date

11 June 2026

Global Autos Daily Market Update

The Morning News

Tim Rokossa

European Automotive - charging demand + Fastned Reco Head of European Equity Research

downgrade, Volvo AB CMD feedback, GM battery capacity

update, Rivian R2 test drive, Minth European impact, US Christoph Laskawi

Research Analyst

Economic Perspectives - AI hawk & dove, FX Blog - A week

of votes Nicolai Kempf

INVITES: Ferrari Expert call (7/9), Truck'n'Roll - Truck IAA Edison Yu

Field trip (9/15-16) Research Analyst

Bin Wang

European Automotive - Beyond the BEV hype (Papaccio) Research Analyst

Recent headlines suggest a shift towards more BEVs amid the oil price shock, Nikita Papaccio

which is supported by recent comments from EU OEMs on elevated BEV order Research Analyst

intake in Europe. While we do not see an acceleration in new BEV regs or demand

Winnie Dong

for used BEVs in Germany (as a proxy for the EU), we do note that the order-to-sale

cycle in Europe typically spans 2-3 months. For now, we observe rising charging

demand, signaling a higher utilization rate of the existing BEV fleet. This trend Laura Li

should benefit charge point operators like Fastned through increased revenues. Research Associate

Nevertheless, we do not anticipate accelerated expansion of charging networks James Mulholland, CFA

due to lengthy permitting and construction processes and the current lack of Research Associate

sustainability of this trend, limiting additional investments in this sector. Wei Huang

Consequently, Alfen's charging business is unlikely to benefit from this Research Associate

development. In light of this, we are incorporating higher revenues for Fastned this

Mira Wiegratz