中国电车“价格承诺”代替反补贴关税

Group 1 - The Ministry of Commerce of China announced progress in negotiations regarding electric vehicles (EVs) with the EU, emphasizing the need for general guidance on price commitments for Chinese exporters of battery electric vehicles (BEVs) to the EU [1] - The EU will issue a guidance document for submitting price commitment applications, which does not set a minimum price amount but establishes a framework for calculating the Minimum Import Price (MIP) based on different vehicle models [1] - Two main calculation paths for MIP are outlined: one based on the CIF price during the investigation period plus a margin equivalent to the anti-subsidy tax rate, and the other based on the sales price of similar non-subsidized vehicles produced in the EU, including reasonable profit margins [1] Group 2 - The "price commitment" will replace the previous median 20% anti-subsidy tariff, benefiting Chinese automakers' profitability in Europe, particularly for leading Chinese new energy companies focused on brand and quality [2] - The battery cell procurement by major manufacturers is balancing performance and cost considerations [6] - CATL is experiencing growth in the energy storage market that exceeds that of the power market [9]