越南汽车制造商金龙汽车（Kim Long Motor）于本周二表示，将与中国比亚迪合作，在越南北中部地区 投建一座投资额达 1.3 亿美元的工厂，专门生产商用电动机动车电池。 越南汽车制造商金龙汽车（Kim Long Motor）于本周二表示，将与中国比亚迪合作，在越南北中部地区 投建一座投资额达 1.3 亿美元的工厂，专门生产商用电动机动车电池。 金龙汽车在一份声明中称，根据合作协议，该工厂的建设资金将由金龙汽车承担，比亚迪则会提供全方 位的技术支持。 声明指出，这座工厂的占地面积为 4.4 公顷，建成后年产能将达到 3 吉瓦时。 金龙汽车表示，工厂预计很快就能投产，但并未公布具体的时间表。 该工厂的二期扩建工程规划占地面积将增至 10 公顷，年产能也将翻倍至 6 吉瓦时，届时还将新增乘用 电动汽车电池的生产业务。 这座工厂初期的产品将覆盖巴士、卡车、小型巴士等商用车配套电池。 目前越南的电动汽车市场正在快速扩张，本土车企越南汽车制造商（VinFast）占据着市场主导地位。 近期，VinFast 还凭借其电动货运面包车 EC Van 正式进军商用车领域，该车型的研发初衷是为城市可持 续货运交通提供支持。 责 ...

Group 1 - Tesla is opening its first showroom in India, marking a strategic move into the world's third-largest automotive market [1] - Despite high import tariffs and limited consumer income, the Indian market presents a significant opportunity for Tesla [1] - In the past 12 months, new car sales in India reached 4.3 million, with electric vehicles accounting for only 111,000 units (2.5%) [1][2] Group 2 - Tata Motors leads the local market with a 53% share, while Mahindra and MG Motor follow [1] - The average price of electric vehicles in India is below $20,000, contrasting sharply with the Model Y's price of $69,765 after tariffs [2] - New Delhi has introduced policies to reduce import tariffs to 15% for foreign automakers investing over $500 million and achieving local production within three years [1] Group 3 - The Indian electric vehicle market is growing rapidly, increasing from nearly nonexistent five years ago to 4.4% of total sales by June [2] - If new car sales in India reach 5 million by 2030 with electric vehicles making up 10%, Tesla could capture a market share of 10%, resulting in annual sales of 50,000 units [5] - This potential sales figure, while small compared to Tesla's global sales of 1.8 million last year, highlights the importance of early investment in the growing Indian market [5]

本田首席执行官：电动 汽车市场的扩张比我们预期的要慢。 ...