美国“反电复油”？传统车企通用、福特股价“踩油门”

Group 1 - The "Big and Beautiful" bill has been passed by the U.S. House of Representatives, with President Trump set to sign it, which will end electric vehicle tax credits for consumers by September 30, 2023, impacting the growth of the U.S. electric vehicle manufacturing industry [1] - Tesla's global delivery volume for Q2 2023 was 384,100 units, a year-on-year decline of approximately 13.5%, marking the lowest delivery record since Q4 2022 [2] - Tesla's market share in the U.S. electric vehicle market is projected to drop from 55% in 2023 to about 49% in 2024, with a further decline to 44% in Q1 2023 [2] Group 2 - The "Big and Beautiful" bill is expected to slow the adoption of electric vehicles in the U.S. by reducing EPA and CAFE standards, thereby supporting the traditional fuel vehicle industry [2][3] - Following the announcement of the bill, shares of General Motors and Ford have risen by 7.5% and 8.8%, respectively, indicating market confidence in traditional automakers [3] - Toyota has postponed its plans to produce a new electric SUV in the U.S. until 2028, prioritizing the production of gasoline and hybrid SUVs due to weak electric vehicle demand and uncertainty around tax incentives [4]