关税飓风任它吹，中国汽车「无战事」｜深氪lite

Core Viewpoint - The article discusses the implications of the U.S.-China trade tensions, particularly focusing on the automotive industry, highlighting how Chinese automakers are adapting to new tariffs while foreign companies face significant challenges [1][40]. Group 1: Tariff Impact on Supply Chains - Tesla's supply chain is actively diversifying to Southeast Asia in response to anticipated tariffs, with Chinese battery manufacturers like EVE Energy and Sunwoda making investments in Thailand [3][4]. - The new tariffs have escalated to 145% on certain imports from China, significantly affecting the cost structure of vehicles like the Tesla Cybertruck, which relies on components from China [4][15]. - Despite the tariff increases, the Chinese automotive industry has shown resilience, with only 11,600 vehicles exported to the U.S. in 2024, representing just 1.8% of total exports [6][18]. Group 2: Defensive Strategies of Chinese Automakers - Chinese automakers have proactively prepared for tariff impacts by localizing supply chains and identifying alternative suppliers, minimizing reliance on U.S. components [10][19]. - Companies like NIO and Li Auto have found ways to switch suppliers for critical components, such as silicon carbide chips, to mitigate cost increases due to tariffs [9][10]. - The overall cost increase for vehicles due to tariffs is estimated to be manageable, with some companies reporting only a few hundred yuan in additional costs [11][12]. Group 3: Challenges for Foreign Automakers - Foreign automakers, particularly American companies like Ford, are facing severe challenges due to their continued reliance on U.S. imports for key components, leading to production halts [16][17]. - Ford has announced the suspension of exports of several models to China due to tariff implications, highlighting the vulnerability of foreign brands in the current trade environment [17][29]. - The complexity of the automotive supply chain means that even minor disruptions can halt production, emphasizing the need for robust risk management strategies [18][19]. Group 4: Long-term Industry Trends - The article suggests that the automotive supply chain is undergoing a transformation towards regional independence, driven by the ongoing trade tensions and the need for stability [38][40]. - Companies are increasingly considering long-term strategies that account for potential future disruptions, indicating a shift in how global supply chains are structured [38][39]. - The trend of "decoupling" in the automotive industry raises concerns about the broader implications for global trade and economic stability [40].