中國一方面發展電動車一方面低價出脫燃油車:
[ Chinese carmakers are stuck with unused factory capacity to build about 15 million gasoline-powered cars a year. They have responded by sending more than four million cars this year to foreign markets, at bargain prices.
“Why have they driven into exports? Because they have to — what are you going to do, close a factory?” said Bill Russo, a former chief executive of Chrysler China who is now chief executive of Automobility, a Shanghai consultancy. ]
https://www.nytimes.com/2023/09/06/business/china-car-exports.html
歐盟與中國在局勢變化下都各自重新調整目標與籌碼:
"他接著釋出「願對歐方擴大進口」的善意,尤其說要針對歐洲農產品加速開放市場,想換得歐盟取消對中國出口高技術產品的限制。歐盟長期抱怨對中國貿易逆差,對中出口遠不及進口,且歐盟27個成員國有不少將在今明兩年舉行大選,北京很明白農業對選票的影響力。
中國在乎歐盟配合美國管制高科技輸入中國,歐盟則擔心原物料過於依賴中國的弱點被利用,例如8月中國對鎵、鍺等半導體材料進行出口管制,就是以原物料作為貿易報復工具的牛刀小試。
這次經貿對話雙方欲建立原材料供應鏈預警機制和出口管制對話機制,雖仍屬討論階段,但歐中一面互踩痛點也一面尋求緩和之道。"
米國人趁機揭露利益衝突真是太壞心了~😆
"CEPA指出,馮德萊恩和歐盟理事會主席米歇爾率領的代表團下月抵達北京時,最好在與中國國務院總理李強會談之前,先和習近平提及中國電動車不公平補貼一事,因為習近平家族直接參與該產業擴張,同時也從政府補貼和建造新廠中獲利。
據分析,其中的關鍵人物為英國人福大牛,他娶了習近平二姊齊安安女兒吳雅凝。福大牛二○○五年移居中國,參與一系列清潔能源的合資計畫,之後和吳雅凝結婚。去年夏天,福大牛突然出現在公眾視線,因為一家處境艱難的美國新創電動車廠菲斯克(Fisker)宣布在上海建立經銷中心,並任命在汽車業經驗豐富的福大牛為中國董事會成員。"
美國面對推動電動車產業的同時, 與歐盟同樣陷入進退兩難:
"China dominates production of materials, like graphite and processed lithium, that are essential to the flow of electricity within a battery, and to the cathodes and anodes, the basic building blocks of a battery. Through both formidable government subsidies and enormous economies of scale, Chinese firms now sell some of the world’s most advanced electric vehicles and the components used to make them at much lower prices than competitors in other countries.
中國主導著石墨和加工鋰等材料的生產,這些材料對電池中的電流流動、以及電池的主要部件陰極和陽極至關重要。在政府的巨額補貼和巨大規模經濟幫助下,中國的企業現在正以遠低於其他國家競爭對手的價格銷售世界上一些最先進的電動汽車及其零部件。"
https://cn.nytimes.com/business/20231130/electric-car-china-supply-chain/zh-hant/dual/
用白蘭地來對應電動車有些投石問路的試探意味:
“The move heightens tensions stoked by the EU’s anti-subsidy investigation into China’s electric-vehicle makers. In September, the EU launched a probe into whether state subsidies for electric-car makers in China unfairly hurt Europe’s car industry by keeping prices artificially low.”
傻眼: 手機app沒維護就沒法駕駛的電動車也太奇葩了吧...
"風險信息顯示,該公司存在二十多條被執行人信息,被執行總金額超過1億元,還存在多條股權凍結信息,其持有的多家公司股權已被凍結。"
"威馬汽車創始人沈暉曾是吉利集團副總裁、沃爾沃中國區董事長,他在吉利最大的成績就是一手操辦了對沃爾沃的併購。
沈暉於2015年成立威馬汽車。威馬汽車一開始身後就站著一眾資本大佬,包括百度、騰訊、紅杉資本、上汽、SIG海納創投、合肥國資、衡陽國資、廣州雅居樂以及港資等,這些資本紛紛入局。"
@Perfume 我前几天有乘这个牌子的车,开车是没问题的但好像车载荧幕没办法使用
歐盟吃過太陽能板的虧後,這次對電動車的反應就比較快了:
"Chinese automakers have gained a dominant position in the global electric vehicle industry and see Europe as a key potential market. Automakers in Europe, who are racing to expand their battery-powered lineups, have expressed concern that they face unfair competition against models from China that can be sold at a lower price, thanks to subsidies from the government in Beijing.
中國汽車製造商已在全球電動汽車行業佔據主導地位,並將歐洲視為一個重要的潛在市場。歐洲汽車製造商正在競相擴大自身電動汽車生產,它們對面臨來自中國的不公平競爭表示擔心,中國的電動汽車得到政府的補貼,所以售價較低。"
https://cn.nytimes.com/business/20230914/eu-china-electric-vehicles/zh-hant/dual/