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中方布局奏效,北美传来好消息,特朗普着急了
Sou Hu Cai Jing· 2025-04-19 16:42
Group 1 - China's crude oil imports from Canada surged by 420% year-on-year, while imports from the U.S. plummeted by 90%, reflecting China's "energy diversification" strategy [1][4] - A $18 billion long-term oil supply agreement was signed between Chinese oil companies and Canada, indicating strong bilateral ties [1] - The U.S. energy sector faced significant challenges, with Texas energy companies' stock prices dropping by 18% in one week due to a surplus of 300,000 tons of shale oil [3] Group 2 - China's daily crude oil purchases from Canada reached 1.5 million barrels, equivalent to one-third of U.S. shale oil production, leading to the shutdown of five refineries in North Dakota [4] - The U.S. economy is projected to lose 120,000 jobs for every 10% reduction in energy exports to China, with the current 90% drop impacting millions of American families [6] - Canada, Russia, and the Middle East are rapidly expanding their energy markets in China, with Russia doubling pipeline capacity and Saudi Aramco expanding its storage facilities [6] Group 3 - China's exports to emerging markets increased by 1.8% for every 1% decline in exports to the U.S., showcasing the resilience of the Chinese economy [6] - Chinese companies are making significant inroads in North America, with BYD establishing a 500,000-unit electric vehicle plant in Mexico and Huawei launching 5G base stations in Alaska [9] - The strategic positioning of China contrasts sharply with the U.S.'s reactive measures, as evidenced by the U.S. debt crisis and declining support for the Republican Party in energy states [11]
直击百人会论坛 | 吉利汽车集团CEO淦家阅:燃油车仍是市场重要组成部分,未来将坚持多元化战略
Mei Ri Jing Ji Xin Wen· 2025-03-30 04:19
Group 1 - The core viewpoint of the article emphasizes that fuel vehicles remain a significant part of the market, with fuel vehicles accounting for approximately 45% of the total, while new energy vehicles have surpassed 50% market share [1][2] - Geely plans to continue investing in hybrid power and focus on five core fuel vehicle products: Xingyue L, Xingrui, Bo series, Bin series, and Emgrand series, aiming for a future distribution of 60% new energy vehicles and 40% fuel vehicles [2][3] - The company’s "Intelligent Geely 2025" strategy aligns with its commitment to energy diversification, with projected total sales of 2.177 million vehicles in 2024, a 32% year-on-year increase, where new energy vehicle sales will account for 40.8% [2][3] Group 2 - Geely's international strategy includes developing products that meet standards in 89 countries, achieving breakthroughs in markets like Malaysia, where the Galaxy E5 recorded 580 units sold in a month [3] - The dual strategy of "fuel vehicles + new energy" reflects Geely's understanding of market demand, as fuel vehicles still hold nearly half of the market despite the over 50% penetration of new energy vehicles in China [3] - In 2024, Geely's total revenue is expected to exceed 240 billion yuan, a 34% year-on-year increase, with a net profit of 16.6 billion yuan, representing a 213% increase, attributed to economies of scale [3]
加税40天已过,中方转守为攻,美国想要的15年大单,中方给了澳
Sou Hu Cai Jing· 2025-03-24 20:10
加税40天已过,中方转守为攻,美国想要的15年大单,中方给了澳 自中方对美加征关税至今,已经过去了40天,中方所说的"奉陪到底",特朗普终究是没能领会,中方这次转守为攻,将美国的大单,转头交给了澳大利亚。 今年2月10日,为反制美国对中国输美产品加征10%关税,中国对原产于美国的部分进口商品加征关税,其中,对液化天然气(LNG)加征的关税达到了 15%。到今天,40天过去了,美媒突然发现中方的反制措施不止加征关税而已,这回中方似乎要反过来先和美国"脱钩"了。 当地时间3月18日,彭博社发布报道称,从船舶跟踪数据来看,中国已经40天没有从美国进口LNG了,并且中国买家已经找到了新供应商,这似乎预示着, 中国之后也没有恢复美国LNG进口的打算。 美国的能源供应商和肉品加工厂之所以过得这么艰难,都要归咎于美国政府对所谓"公平贸易"的狂热追求。特朗普上任短短五十几天,美国已经借由各种名 目对中国加征了至少三轮关税,中国外交部、商务部几次强调,"美方如果别有所图,执意损害中国的利益,中方必将奉陪到底",表明已经做好了应战的准 备。这四十天的时间也已经给到了美方,但美方还是没能做出正确的决定,中方也只能为自保主动出击。 ...