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刚接受中国帮助的友国,转头就要“叛变”帮美国解决稀土问题,中方会如何应对挑战?
Sou Hu Cai Jing· 2025-07-01 08:47
从表面上看,印尼此举似乎是为了自身的经济利益。在特朗普政府宣布对印尼征收32%的"对等关税"后,印尼自然感受到了压力。面对这个巨大而且 采用强硬手段的对手,印尼试图通过向美国示好来寻求关税的豁免。然而,这种策略未必能够奏效。 最近,印尼刚刚落成了由中国投资59亿美元建设的新能源汽车电池中心。这个项目被誉为东南亚汽车产业的未来,象征着中印尼关系的密切。然而, 没过多久,印尼的经济统筹部长艾尔朗加就向美国抛出了"橄榄枝",提出与美方共同投资稀土矿产项目。这一动作让人不禁感慨,友谊的基础究竟有 多脆弱。 这场关于稀土的博弈远未结束。特朗普的态度尚不可预测,而印尼的举动更是为中国敲响了警钟:在寻求全球化发展和合作时,利益的博弈永远不能 轻言放弃。面对世界经济的复杂局势,各国理应更加清醒地认识到,唯有坚定经济建设,才能在利益的漩涡中立于不败之地。 特朗普善于利用对方的恐惧,越害怕就越会加码。印尼越是表现出对关税的担忧,特朗普可能越会觉得抓住了对方的软肋。因此,印尼的"合作邀 约"不过是在给自己增加风险而已。要知道,连美国本土也已拥有丰富的稀土储量,但缺乏的是提炼和加工的技术。而印尼虽然坐拥280万吨的稀土资 源,却同样 ...
释放全球汽车产业合作新信号,GNEV2025上海论坛成功召开
Zhong Guo Jing Ji Wang· 2025-06-27 08:30
小鹏汽车国际业务中心总经理唐志坤介绍,小鹏在欧洲探索了四种市场模式:在丹麦采用直营代 理,落地新零售体验;在北欧其他国家推行代理制;在德国和法国以"子公司+经销商"模式拓展;其余 欧洲国家则采用总代理模式,基本实现欧洲市场全覆盖。小鹏全球化战略则聚焦三个关键词:高科技、 中高端、本土化。我们相信未来十年是AI驱动的十年,也将是中国智能电动车品牌全球化的黄金期。 岚图汽车海外事业高级总监高源表示,岚图成立之初就将国际化作为重要发展方向,同步考虑了品 牌标识、产品等国内外差异化策略。同时根据海外市场特点和用户偏好,打造本地化供应链和生态链。 根据此前发布的出海战略,岚图计划到2030年进入60个国家,布局500家以上门店,实现全球业务的可 持续健康发展。 6月25日,以"汽车产业全球合作新路径"为主题,2025全球新能源汽车合作发展(上海)论坛 (GNEV2025)成功召开。论坛围绕全球汽车产业合作的新形势、中国汽车企业的国际化发展路径、跨国 企业在华发展的新策略、金融服务汽车产业出海等议题,携手业界共探全球汽车产业协同发展新机遇。 "当前,传统全球化合作模式正面临瓶颈。一方面,整车销售的壁垒实际在不断增加,而且 ...
这一论坛凝聚行业共识,释放全球汽车产业合作新信号
Core Insights - The GNEV2025 forum in Shanghai focused on new paths for global cooperation in the automotive industry, emphasizing the need to adapt to changing geopolitical and technological landscapes [2][3][6] - Traditional globalization models are facing challenges, necessitating a rethinking of collaboration strategies, particularly in the context of the complex supply chains of electric vehicles [2][6] Group 1: Global Cooperation and Market Trends - The forum highlighted that the electric vehicle sector is a key driver for China's exports and a catalyst for ASEAN economic transformation, with various countries implementing policies to accelerate this transition [3] - China is positioned to leverage its advantages in the electric vehicle market and deepen cooperation with ASEAN countries, which are offering incentives such as tax breaks and subsidies [3][4] - The need for a comprehensive service system for companies going abroad was emphasized, focusing on collaborative development and deep integration of supply chains [3][4] Group 2: New Paths for Globalization - Zhang Yongwei proposed four actionable paths for global cooperation: linking Chinese models and supply chains to the global automotive industry, exporting service systems, connecting overseas SMEs to the Chinese automotive supply chain, and encouraging localization of multinational enterprises in China [6][7] - The vision for a global super cooperation platform for the electric vehicle supply chain was introduced, aiming to integrate resources from governments, enterprises, and service institutions [7][10] Group 3: Internationalization Strategies of Companies - Companies like Xiaopeng Motors and Lantu are exploring various market models in Europe, focusing on local preferences and integrating local resources for service delivery [7][8] - The rapid growth of the global electric vehicle market is projected, with an estimated 46 million electric vehicles to be delivered by 2030, half of which will come from China [8][9] - The importance of local supply chains and differentiated strategies for entering various international markets was highlighted, particularly in regions with high technical barriers [9][10] Group 4: Cross-National Enterprises in China - A significant percentage of multinational companies plan to increase investments in China, particularly in R&D, as they adapt to the fast-paced technological advancements in the country [11][12] - Companies like Mercedes-Benz and General Motors are committing substantial investments to enhance their local R&D capabilities and product offerings in China [12][13] - The establishment of high-quality local ecosystems and the integration of domestic and international resources are critical for successful globalization [13][15] Group 5: Financial Empowerment and Challenges - The forum discussed the need for improved financial services to support the internationalization of the electric vehicle industry, addressing gaps in consumer credit and financing for overseas investments [16][17] - Innovative financial tools and collaborative models are necessary to meet the complex demands of the electric vehicle ecosystem, including battery technology and charging infrastructure [16][17]
GNEV2025上海论坛|张永伟:汽车产业需要新的全球化合作模式
Zhong Guo Jing Ji Wang· 2025-06-25 13:17
"汽车产业全球合作发展形势正在发生深刻变化,一方面整车销售壁垒不断增加,且慢慢向供应链 领域延伸;另一方面,供应链高度复杂,具备更强的脆弱性,变革复杂程度已经跨越了汽车产业本身。 在此背景下,汽车产业需要新的全球化合作模式。" 6月25日, 2025全球新能源汽车合作发展(上海)论坛(简称"GNEV2025上海论坛")正式举办。活动现 场,中国电动汽车百人会副理事长兼秘书长张永伟,就"中国汽车产业如何与世界链接"发表主旨演讲。 在张永伟看来,当前全球汽车产业最大的变化,就是智能化、电动化带来的产业格局重塑。在新一 轮的汽车产业变革中,最突出的一点就是中国新能源汽车行业快速崛起,已经占有全球近70%的市场份 额。 "尽管汽车产业发展格局出现变化,但其作为大工业的全球化属性始终没有改变,无论是汽车贸 易、汽车技术交流和供应链合作,还是政策、标准、管理协同都是如此。"张永伟强调。 张永伟认为,目前全球汽车产业合作模式是把某国的品牌、产品推到东道国市场,同时希望把自己 封闭的零部件带过去,形成投资在东道国,但产业外溢效果差的结果,这一模式现在遇到了市场壁垒的 限制。 与此同时,"东道国希望发展自有汽车产业,当传统模式 ...