EV降价从中国波及全球

Group 1 - Tesla has reduced the minimum price of its main models in the U.S. by 10%, with the Model Y's price dropping to $39,990, a decrease of $5,000 [1][3] - Nissan is also lowering the price of its main EV, the Leaf, in Japan by approximately 60,000 yen, reflecting a broader trend of price reductions in the EV market [1][7] - The price cuts are driven by increased competition from Chinese companies like BYD, which have also significantly reduced their prices in Japan [1][8] Group 2 - The U.S. EV market is experiencing a price war, with General Motors and Ford planning to introduce new EV models priced below $30,000 [5] - The ongoing U.S.-China tensions are complicating cost reduction efforts for EV manufacturers, as many rely on Chinese imports for essential materials like rare earth elements [5][8] - The overall EV price decline is linked to the strengthening of Chinese manufacturers in the battery market, with CATL leading in global market share [8]