投资大幅下降，英媒：美国在全球电动汽车竞赛中恐进一步落后于中国

Core Viewpoint - The article highlights the growing gap between the electric vehicle (EV) industries in the U.S. and China, exacerbated by the recent policy shifts under the Trump administration, which have led to a significant decline in U.S. EV investments [1][3]. Investment Trends - U.S. EV-related investments fell nearly one-third year-on-year in Q3, dropping to $8.1 billion [1]. - Approximately $7 billion in EV investment plans were canceled between April and September [1]. - In contrast, Chinese EV supply chain companies invested about $16 billion overseas last year, surpassing domestic investments for the first time since 2014 [7]. Market Predictions - AlixPartners predicts that by 2026, pure electric vehicles will account for only 7% of total U.S. sales, a significant reduction from previous forecasts [3]. - By 2030, the share of pure electric vehicles in the U.S. is expected to be 18%, compared to 40% in Europe and 51% in China [3]. Industry Responses - Traditional automakers face a dilemma due to the Trump administration's support for gasoline engines, as they seek profits from gasoline vehicles while fearing competition from Chinese firms like BYD and Geely in the EV market [3]. - Stellantis announced a record investment of $13 billion in the U.S. over the next four years to increase production of gasoline and hybrid vehicles [4]. - Ford's CEO described the revival of gasoline engines as a "multi-billion dollar opportunity," despite the company's EV business losing $3.6 billion in the first three quarters of the year [5][6].