对电动汽车投资大幅下滑，业内人士和专家警告美政府：恐进一步落后于中国

Core Insights - The Trump administration's support for traditional fuel vehicles has led to a significant decline in electric vehicle (EV) investments, potentially causing the U.S. to fall further behind China in the global EV race [1][3] - Recent data indicates that EV-related investments in the U.S. have dropped nearly one-third year-on-year to $8.1 billion, with approximately $7 billion in planned investments canceled between April and September [3] - The shift in U.S. EV investment policy is expected to redefine the industry landscape in the coming years, enhancing China's position in the EV market and raising doubts about the EU's plans to ban fuel vehicle sales by 2035 [3][4] Investment Trends - The U.S. electric vehicle sales forecast has been downgraded, with projections indicating that by 2030, the market share of pure electric vehicles will only be 18%, down from a previous estimate of 25% [3] - In contrast, Europe and China are expected to have market shares of 40% and 51% for electric vehicles, respectively [3] Industry Perspectives - Industry experts warn that the renewed focus on fuel vehicles may provide short-term benefits, but long-term advantages will likely favor Chinese companies in terms of pricing, battery technology, and software [4] - The CEO of Volvo Cars emphasized the need for accelerated development to compete with Chinese firms, indicating that weakened policy signals from the U.S. could slow progress in the industry [3][4]