1400万销量没了！特朗普重创美国电车行业，2040年或全球垫底

Core Viewpoint - The article highlights the potential setback for the U.S. electric vehicle (EV) market due to the Trump administration's efforts to overturn supportive policies, which may lead to the U.S. lagging behind China and Europe in EV adoption rates for years to come [1]. Group 1: U.S. EV Market Outlook - Bloomberg New Energy Finance (BNEF) has downgraded both short-term and long-term EV outlooks for the U.S., reducing the forecast for battery electric vehicle sales by 14 million units before 2030 [2]. - The report indicates that the U.S. is at risk of becoming a global laggard in EV adoption, with major policies facing significant challenges under the Trump administration [3]. Group 2: Policy Changes and Impacts - The Trump administration has initiated the cancellation of EV subsidies and other supportive measures, which could lead to a reversion to fuel economy and emissions standards from his first term [3]. - The potential loss of California's ability to set stricter air quality regulations could further deteriorate the EV sales outlook in the U.S. [4]. Group 3: California's Role and Legal Challenges - California Attorney General Rob Bonta has filed a lawsuit against the federal government to oppose the decision to eliminate state policy exemptions [5]. - If the attempt to revoke California's waiver is successful, it could severely impact EV sales in the state, which is crucial to the overall U.S. EV market [6]. Group 4: Comparison with China - In contrast, China is expected to maintain strong momentum in its transition to electric vehicles, benefiting from lower average prices for EVs compared to gasoline vehicles [6]. - The Chinese government has extended subsidies for replacing old vehicles with new energy vehicles, further stimulating demand [7]. - BNEF predicts that within the next year, China's EV market size will surpass the total U.S. automotive market, with nearly 70% of global EV production coming from China last year [7].