Overview

• KBA data show 235,528 new cars were registered in September (+12.8% y/y), including 45,495 battery‑electric vehicles (+31.9%), lifting BEVs to a 19.3% market share.
• Hybrids rose to 97,212 registrations (+28.9%) with plug‑in hybrids at 27,685 (+85.4%), while petrol and diesel fell to 63,047 (−5.9%) and 28,871 (−7.2%) respectively, and average CO2 emissions declined 8.8% to 102.8 g/km.
• Around two‑thirds of registrations were company cars and SUVs made up 33.6%, as industry groups and analysts highlighted extensive fleet and self‑registrations that may overstate private demand.
• EY’s Constantin Gall cautioned the rebound reflects a low base and not a full market take‑off; Tesla’s German new registrations were 9.4% lower year on year at 3,404 units.
• Klingbeil tied any extended role for plug‑in hybrids or range extenders to firm job and climate commitments and backed continued Kfz‑tax relief for EVs, while the Union pressed for looser rules and economist Monika Schnitzer warned against weakening the 2035 phase‑out.