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对电动汽车投资大幅下滑,业内人士和专家警告美政府:恐进一步落后于中国
Huan Qiu Wang· 2025-10-26 13:05
【环球网报道 记者 姜蔼玲】据英国《金融时报》当地时间25日报道称,业内人士和专家警告,特朗普 政府支持燃油车导致电动汽车投资大幅下滑,可能使美国在全球电动汽车竞赛中进一步落后于中国。 沃尔沃汽车首席执行官汉肯·塞缪尔森表示,"我们需要……加快发展速度,才能与中国(企业)竞 争。"在谈到白宫政策转向时,塞缪尔森说,"一旦弱化这些政策信号,一切都会放缓。" 报道称,美国对电动汽车投资政策的转变已经导致美国电动汽车销量预测下调。 美国咨询公司艾睿铂(AlixPartners)的数据显示,即使到2030年,纯电动汽车在美国的销量占比也将 仅为18%,低于此前预测的25%,而欧洲和中国的这一比例分别为40%和51%。 艾睿铂全球汽车市场主管马克·韦克菲尔德认为,美国重新关注燃油车在短期内对汽车行业来说是个好 消息,因为这将带来数十亿美元的收益。但从长远来看,中国企业将推动电动汽车的发展,使它们在定 价、电池技术和软件方面具有优势,"一旦这些(传统)汽车制造商放慢脚步,就有可能落后于它们 (中国车企)。" 此前,据美国消费者新闻与商业频道网站报道,荣鼎咨询公司8月18日发布的报告显示,去年,中国电 动汽车供应链的海外投 ...
2025年慕尼黑车展开幕在即,各大中国车企正为进一步进军欧洲市场做准备
Guan Cha Zhe Wang· 2025-09-01 07:55
Group 1 - The 2025 IAA Mobility in Munich is set to showcase a strong presence of Chinese electric vehicle manufacturers, aiming to expand in the European market [1][3] - Chinese automakers like BYD, Xpeng, and Leap Motor are preparing to launch a series of hybrid and electric vehicles at the upcoming auto show, building on their recent successes [1][3] - Data from Dataforce indicates that in July, the market share of Chinese electric vehicles in Europe reached 9.9%, with a total automotive market share of 5.3% [1][3] Group 2 - The European automotive market is experiencing a significant shift, with plug-in hybrid vehicle sales soaring by 52% and electric vehicle registrations increasing by 34% in July [4] - BYD has surpassed Tesla in European sales and is establishing factories in Hungary and Turkey to avoid EU tariffs, showcasing its new models at the Munich show [4][5] - Chinese automakers are adapting to new regulations by introducing hybrid models and forming local partnerships, while European companies are collaborating with Chinese competitors to maintain technological leadership [5][6] Group 3 - The previous Munich auto show highlighted the rapid advancement of Chinese battery technology, prompting European manufacturers to reassess their competitive stance [6][8] - Experts have noted that Chinese automakers are poised to become global leaders in the automotive industry within a few years, as they aggressively enter the European market [8] - The Chinese government emphasizes that the success of its electric vehicles is due to technological innovation and quality, rather than subsidies, advocating for a fair and open market environment [9]
这一车企巨头遭“清仓式”抛售
第一财经· 2025-08-27 04:49
2025.08. 27 当前,日产受美关税影响仍为显著,尽管特朗普此前宣布将对日关税降低到15%,但日产预计2025 财年最多将减利3000亿日元(约合人民币146亿元)。 根据日产推出的新复苏计划,该公司计划降低成本以实现盈亏平衡;重新定义产品和市场战略,更加 明确重点;加强合作伙伴关系。三项举措的目标是实现约5000亿日元的成本节约,具体降本措施包 括关闭工厂和裁员:到2027财年,日产将在全球范围内把生产工厂从17个减少至10个,产能降至 250万辆。同时,日产计划裁员2万人,其中约65%来自制造部门,18%来自销售及一般管理部门, 17%来自研发部门,并且主要是合同工。 微信编辑 | 七三 本文字数:829,阅读时长大约1.5分钟 作者 | 第一财经 黄琳 美东时间周二早盘,日产汽车ADR出现下滑,跌幅近3%。消息面上,梅赛德斯﹣奔驰宣布计划出售 其持有的日产所有3.8%股份,价值约3.46亿美元。这一消息还导致日产在日本上市的股票大幅下跌 超6%。 奔驰发言人表示,日产股份并不具有战略重要性,此次出售是公司精简投资组合的战略。 奔驰清仓日产股份的背后,是日产业绩的持续承压。今年上半年,随着电动汽车快 ...