据泰媒报道，近日，由泰副总理兼财政部部长披猜领导的国家电动汽车政策委员会（Board EV）已批 准调整电动汽车（EV）推广措施EV3和EV3.5的关键标准和条件。 泰投资促进委员会（BOI）秘书长纳立表示，电动汽车（EV）委员会会议已审议通过由消费税厅提出 的EV3及EV3.5激励政策调整方案，自2025年起，针对生产并出口的电动汽车，将实施"生产补偿系 数"提升措施，即每生产1辆电动车，计入生产补偿数量为1.5辆。该提议由泰国工业联合会和泰国电动 汽车协会提出，预计将推动泰国电动汽车出口量在2025年达到约12,500辆，2026年增至52,000辆。 为便利企业，国家电动汽车政策委员会批准将EV3和EV3.5措施下电动汽车的注册时间延长1个月。具体 为：EV3措施从原定的2025年12月31日销售并注册，延长至2025年12月31日销售、2026年1月31日前注 册；EV3.5措施从原定的2027年12月31日销售并注册，延长至2027年12月31日销售、2028年1月31日前 注册。 电动汽车产业推广进展报告显示，2025年上半年，泰新注册乘用电动汽车（BEV）高达57,289辆，同比 增长52%，占 ...

Core Insights - The electric vehicle startups Rivian and Lucid reported disappointing first-half results and provided a pessimistic outlook for the year due to changes in U.S. policies and trade tensions [1] Rivian Summary - Rivian's revenue for the first half of 2025 was $2.543 billion, with a net loss of $1.656 billion [1] - The company attributes its increased losses to a reduction in credit value, estimating a loss of about $300 million, with no further income from such sales in the second half [3] - Rivian's CEO noted that policy changes have led to increased costs, resulting in a significant drop in production [3] - The cost per vehicle reached $118,375, an 8% increase from the previous year [3] - Rivian expects adjusted core losses to be between $2 billion and $2.25 billion, up from a previous forecast of $1.7 billion to $1.9 billion [4] - The company anticipates record delivery volumes in the third quarter due to increased demand [4] Lucid Summary - Lucid's revenue for the first half of 2025 was $495 million, with a net loss of $905 million [1] - The interim CEO of Lucid expects weak demand for electric vehicles in the fourth quarter and has plans to attract consumers, though details were not disclosed [4] - Lucid's production has also been affected by China's restrictions on rare earth exports, impacting costs and profit margins [6]

美国总统特朗普：已经就废止（加州）电动汽车支持政策征求过马斯克的意见。 马斯克是一个朋友。 在那之后，马斯克表现得有些怪异。 马斯克告诉我，只要行动一视同仁，他就不会有意见。 马斯克对我的电动汽车政策主张非常诚实。 ...