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美媒:实现这一目标,印度需要中国技术
Huan Qiu Wang Zi Xun· 2025-06-19 22:45
Core Viewpoint - India is betting on Chinese technology to advance its electric vehicle (EV) transition, avoiding the restrictive measures seen in the U.S. against Chinese EV giants [1][2] Group 1: India's Strategy - India is relying on Chinese technology to avoid supply shortages, delays in product launches, and a reduction in product variety [1] - The Indian government is adjusting subsidy policies to promote local innovation and investment, but domestic EV manufacturers are struggling [1] - Major Indian EV manufacturers still depend on Chinese suppliers for lithium batteries and electronic components, even if final assembly occurs in India [1] Group 2: Market Growth and Challenges - GlobalData predicts that India's EV market will grow from 480,000 units in 2025 to over 3 million units by 2035 [2] - The growth of the EV market in India requires a robust supply chain, but challenges such as a lack of technical expertise and underdeveloped charging infrastructure persist [2] - India is adopting a "flexible protectionism" approach, aiming to integrate with the Chinese supply chain until alternatives mature [2]