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最新研究:全球电动车销量四月稳定增长 贸易壁垒难挡行业上升势头
智通财经网· 2025-05-14 03:45
他补充道,中国的电动汽车制造商在满足海外对插电式混合动力汽车不断增长的需求的同时,继续增加 了纯电动汽车在国内的销量。 据了解,全球汽车制造商在美国这个全球第二大汽车市场面临25%的进口关税,这导致许多制造商撤回 了他们对2025年的展望。特朗普对排放标准的立场以及关税的不确定性也阻碍了北美地区电动汽车的增 长。 智通财经APP获悉,周三公布的数据显示,4月全球电动和插电式混合动力汽车销量同比增长29%,尽 管存在贸易紧张局势,但中国和欧洲市场仍保持稳定增长,而北美地区则出现了自去年9月以来的首次 下滑。 为满足欧盟二氧化碳排放目标而寻求销售低污染车型的欧洲传统汽车集团,其电动汽车销量超过了特斯 拉(TSLA.US)。 Rho Motion数据经理Charles Lester表示,在对其畅销车型Model Y进行改款之前,特斯拉的市场份额继 续流失。 Lester称:"今年到目前为止,世界其他地区的插电式混合动力汽车销量几乎翻了一番,但主要原因是中 国的出口。" 目前,全球各国政府都在采取政策鼓励人们使用电动汽车,而贸易紧张局势和汽车市场的放缓可能预示 着工厂关闭和失业。 Lester表示,特朗普本月与英国和 ...
专访南非贸工部投资促进首席主任布阿:南非愿深度参与电池产业链,欢迎中国电动车企投资
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-14 00:19
21世纪经济报道记者郑青亭、实习生范书晴 北京报道 "南非完全有可能发展为全球电动车关键零部件的制造基地。中国目前已成为全球最大电动汽车制造 国,比亚迪的产量甚至超过特斯拉。这对南非而言意义重大。"南非贸易、工业和竞争部投资促进首席 主任兼能源"一站式"服务负责人莱斯特·布阿(Lester Bouah)在北京接受21世纪经济报道记者专访时说 道。 布阿强调,南非拥有丰富的关键矿产资源,有潜力与非洲其他国家一道,共同打造区域性的电池产业 链,助力全球绿色能源转型。他表示,电动汽车领域有望成为两国经济合作的新亮点。5月7日,他在北 京举办的南非投资大会间隙接受了21世纪经济报道记者的专访。 南非是第一个同中国签署共建"一带一路"合作文件的非洲国家。中国是南非最大贸易伙伴,南非是中国 在非洲最大贸易伙伴。近年来,两国合作的蛋糕越做越大,南非葡萄酒、如意博士茶、芦荟胶成为中国 的网红商品;"南非制造"的中国品牌汽车和家电深受当地消费者喜爱,走进南非千家万户。 布阿表示,中国正在积极扩大内需,这对南非经济来说意义重大。"中国中产阶层规模超过一亿人,这 个数字远远超过了南非的全部人口,哪怕只有10%的中国消费群体接触并接 ...
市场消息:美国佛蒙特州州长以电动汽车销量低和充电基础设施不足为由,暂停了电动汽车销售要求。
news flash· 2025-05-13 20:37
市场消息:美国佛蒙特州州长以电动汽车销量低和充电基础设施不足为由,暂停了电动汽车销售要求。 ...
重磅!新谈判达成,关税延缓,经济和股市会转好吗?
Sou Hu Cai Jing· 2025-05-13 14:03
Group 1: Tariff Negotiations - The recent negotiations between China and the US resulted in a temporary suspension of most tariffs, with the US reducing tariffs on Chinese goods from 145% to 30% and China lowering tariffs on US goods from 125% to 10% [3][4] - The current tariff reduction measures are temporary and will last for 90 days, during which further negotiations are expected [4][10] Group 2: Employment Impact - As of 2024, China's import and export sector employs approximately 180 million people, with 40 million in direct employment and 140 million in related upstream and downstream industries [2] Group 3: Industry Impact - The tariff negotiations have led to significant stock price increases in the electric vehicle supply chain and related industries in China [5][8] - The highest tariffs are still applied to syringes and needles due to concerns over fentanyl, which remains a critical issue in the negotiations [7] Group 4: Economic Impact - China's GDP growth rate for the first quarter of 2024 is reported at 5.4% [10] - Different scenarios regarding future tariffs could impact GDP growth, with potential reductions of 0.3%, 0.9%, and 2% under optimistic, neutral, and pessimistic scenarios, respectively [12] Group 5: Stock Market Impact - The current price-to-earnings ratio for China's Shanghai Composite Index is 13.8, indicating it is still in a historically undervalued range [20] - Following the announcement of tariff negotiations, the stock market showed positive reactions, recovering losses from earlier declines [22][26]
乌拉圭驻华大使:拉中环保合作共筑绿色未来
人民网-国际频道 原创稿· 2025-05-13 03:50
Core Viewpoint - The fourth ministerial meeting of the China-Latin America and Caribbean Community Forum emphasizes the importance of environmental cooperation between China and Uruguay, particularly in the context of climate change and global energy transition [1][2]. Group 1: Environmental Cooperation - China and Uruguay are committed to multilateralism and environmental protection, supporting Brazil in hosting the 2025 COP30 conference, which is significant for developing countries in addressing climate change [1]. - The upcoming COP30 in the Amazon rainforest region is expected to raise awareness among local populations about the importance of protecting the Amazon [1]. Group 2: Bilateral Collaboration - There is a solid foundation for cooperation in environmental protection between China and Uruguay, with significant exchanges in renewable energy and electric vehicle promotion over the past few years [2]. - Uruguay ranks among the global leaders in wind and solar energy, while China has made notable advancements in renewable energy technology, allowing for complementary advantages in these sectors [2]. - The shift in Uruguay's primary exports to China from meat and wool to forest products like pulp, timber, and logs reflects a growing partnership that meets China's needs for sustainable forestry and contributes to Uruguay's economic benefits [2].
美国众议院共和党的税收立法草案将小费减税政策延长至2028年,该法案还呼吁尽早终止电动汽车税收抵免。
news flash· 2025-05-12 18:58
Group 1 - The core point of the article is that the Republican tax legislation in the U.S. House extends the tip tax deduction policy until 2028 and calls for an early termination of electric vehicle tax credits [1]
突发!特斯拉工厂停工!
鑫椤锂电· 2025-05-12 07:15
尽管马斯克曾于3月宣称"未来两年美国汽车产量将翻倍",但Model Y改款销量平淡、Cybertruck产能瓶 颈以及储能业务利润空间受关税挤压等现实问题,使这一目标面临挑战。分析师认为,此次强制休假不仅 是生产节奏的调整,更是特斯拉在需求降温背景下从"扩张优先"转向"库存管控"的战略信号。 截至发稿,特斯拉官方尚未就休假原因置评,但行业观察者指出,电动车市场竞争加剧与消费者偏好变 化,或将迫使特斯拉重新评估其全球产能布局。 进固态电池群 ,加小编微信:13248122922 注:添加好友请备注 公司名称、姓名、职务,入群需发送1张您的纸质名片~ 会议详情 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ 本文来源:金属加工世界 据外媒报道, 特斯拉位于美国得克萨斯州奥斯汀的超级工厂宣布,Model Y和Cybertruck生产线员工将 于5月26日阵亡将士纪念日当周强制休假 。这是 该工厂首次在同期安排长达一周的停产, 与去年同期的 满负荷运转形成鲜明对比。 根据内部通知,员工可选择使用带薪假期或参与清洁、培训等非生产性工作,但生产线将完全停摆。多名 员工反映,自今 ...
FT中文网精选:德国乐见中欧重启电动汽车价格谈判
日经中文网· 2025-05-12 03:05
文丨袁杰 去年10月初,在欧盟表决通过对华电动汽车加征关税案时,德国投了反对票。今年4月初, 美国对进口汽车加征25%关税时,在欧洲国家中,又是德国受伤最重。因而,这个欧洲最大 经济体为了自身利益正着力推动中欧重启电动汽车价格承诺谈判,并乐见其成。 欧盟对中国电动车加征关税 2024年10月4日,欧盟成员国代表曾对来自中国的电动汽车征收部分高额反补贴税一事进行 过投票表决。 编者荐语: 日本经济新闻社与金融时报2015年11月合并为同一家媒体集团。同样于19世纪创刊的日本和英国的两家 报社形成的同盟正以"高品质、最强大的经济新闻学"为旗帜,推进共同特辑等广泛领域的协作。此次, 作为其中的一环,两家报社的中文网之间实现文章互换。 以下文章来源于FT中文网 ,作者袁杰 FT中文网 . 英国《金融时报》集团旗下唯一的中文商业财经网站,旨在为中国商业菁英和决策者们提供每日不可或 缺的商业财经资讯、深度分析以及评论。 德国现正着力推动中欧重启电动汽车价格承诺谈判,并乐见其成,因为这符合这个欧洲 最大经济体的自身利益。 阅读更多内容请点击下方" 阅读原文 " (本文由FT中文网提供) ...
雷军发文透露艰难时刻,小米状态逐步恢复
Jin Rong Jie· 2025-05-11 14:44
Core Viewpoint - The recent challenges faced by Xiaomi's founder and CEO Lei Jun have prompted a period of reflection and adjustment for the company, particularly in the electric vehicle sector, following a serious incident involving the Xiaomi SU7 [1][2]. Group 1: Company Challenges and Responses - Lei Jun described the past month as the most difficult since founding Xiaomi, leading to a temporary withdrawal from public engagements and social media [1]. - The company has faced scrutiny after an accident involving the Xiaomi SU7, resulting in a rebranding of "smart driving" to "assisted driving" on their vehicle ordering page [1]. - Despite these challenges, Lei Jun expressed gratitude for the support received, which has helped him regain confidence and motivation [1]. Group 2: Product Development and Future Outlook - The Xiaomi SU7 Ultra is currently undergoing testing at the Nürburgring, indicating the company's commitment to advancing its electric vehicle technology [2]. - Xiaomi's participation in the Shanghai Auto Show showcased its products, including the SU7 Ultra, and highlighted the company's ongoing efforts in the automotive sector [1]. - The company remains focused on addressing the incident's implications while continuing to push forward with its electric vehicle initiatives [2].