麦肯锡：2024年欧洲汽车业电动化转型的经济潜力分析报告（英文版）

The automotive industry has been a stronghold of the European economy for decades but is now facing disruption from electric mobility. In 2023, the industry contributed $1.9 trillion in gross value added (GVA), with technology and car exports creating $620 billion in value. Electric mobility could add $240 billion to $300 billion in GVA in aftersales support and services by 2035. But based on current trends, European production value added could drop by $400 billion over the next decade. This