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“美国可以用关税来惯着‌本土企业,但要勇于承认自己有多落后”
Guan Cha Zhe Wang· 2025-07-08 08:36
Core Viewpoint - The article argues that despite the U.S. imposing tariffs to protect its domestic automotive industry, it cannot change the fact that the U.S. is falling behind, particularly in the electric vehicle (EV) sector, where companies like BYD are leading globally [1][6]. Group 1: U.S. Automotive Industry Challenges - The U.S. automotive industry is at risk of being overshadowed by Chinese manufacturers like BYD, which has surpassed Tesla to become the world's top-selling EV brand in 2024 [1]. - The article emphasizes that tariffs may provide temporary relief for U.S. manufacturers but will not shield them from the competitive pressures posed by BYD and other Chinese firms [1][6]. - The need for the U.S. to acknowledge its industrial shortcomings and take urgent government-led actions, akin to a "Manhattan Project" for the automotive sector, is highlighted [2]. Group 2: BYD's Competitive Advantages - BYD has achieved significant advancements in design, technology, and overall quality, making its vehicles comparable to top brands like Tesla [4]. - The company’s ability to produce vehicles at a low cost is attributed to its vertical integration, allowing it to manufacture key components in-house, including batteries and semiconductors [5]. - BYD's innovative technologies, such as its "megawatt flash charging" system, which allows for 400 kilometers of range with just 5 minutes of charging, further enhance its competitive edge [5]. Group 3: Implications for the U.S. Market - The article suggests that U.S. consumers would benefit from allowing BYD into the U.S. market, as it would increase competition and potentially lower prices [5]. - The competitive threat from Chinese automakers is underscored by comments from industry leaders like Ford's CEO, who noted that Chinese companies are advancing rapidly in AI and other technologies [8]. - The article concludes that the U.S. must learn from China's strategic planning and investment in the automotive sector to avoid losing its competitive position [9].