与白宫“硬抗”到底 加州“自掏腰包”补贴电动汽车

Core Viewpoint - The conflict between the Trump administration and California over electric vehicle development and environmental policies has intensified, with California taking a strong stance against federal rollbacks in clean energy initiatives [2][3]. Group 1: Federal Policy Changes - The Trump administration has enacted policies that undermine California's environmental regulations, including revoking its special waiver to set stricter vehicle emissions standards and halting the 2035 ban on gasoline vehicles [3][4]. - The federal electric vehicle tax credit, which provided up to $7,500 for new cars and $4,000 for used cars, is set to expire on September 30, 2023, significantly impacting electric vehicle sales [4][6]. Group 2: California's Response - California's Air Resources Board (CARB) and other agencies have released a report outlining strategies to fill the federal subsidy gap, enhance infrastructure, and establish new vehicle emission standards to promote zero-emission vehicles [2][5]. - Governor Gavin Newsom has characterized the federal actions as an "all-out attack" on California's clean air initiatives and has initiated legal action to maintain the state's zero-emission vehicle policies [5][4]. Group 3: Market Impact and Sales Trends - In July 2023, U.S. electric vehicle sales reached approximately 130,000 units, a 20% year-over-year increase, with the average transaction price for new electric vehicles at $55,689, down 2.2% from June [6]. - The impending expiration of the federal tax credit is expected to drive a surge in electric vehicle purchases in the third quarter, potentially leading to record sales before the subsidy ends [6]. Group 4: Infrastructure and Future Plans - California plans to invest billions in building charging and hydrogen refueling infrastructure, particularly in underserved areas, to facilitate the adoption of zero-emission vehicles [7]. - CARB has initiated the process for new vehicle emission standards, aiming to create a state-controlled regulatory framework independent of federal guidelines [7][8].