【文/观察者网 柳白】"我能感觉到一种趋势，日本车企的竞争力正被一点点削弱，发展势头也在逐渐消 失。"德勤东京分所汽车业务负责人平井学（Manabu Hirai）说。 中国汽车品牌亮相印尼国际汽车展。 视觉中国 "中国电动车的崛起，撼动了日本皇冠上的明珠"，英国《金融时报》9月30日发表的文章指出，中国电 动汽车正对日本汽车产业造成严重冲击，其中比亚迪全球销量已超过本田和日产，目标直指领军者丰 田。日本车企在新车型开发速度和高科技电动车上落后于中国，导致竞争力逐渐下降，特别是在中国和 东南亚市场，日本车企份额不断流失。有分析称，日本车企数量过多从而缺乏规模优势，合并整合或许 是寻求出路的重要希望。 报道称，去年，中国对日本汽车产业构成的"生存威胁"终于开始显现。根据汽车行业数据提供商 MarkLines的数据，中国电动汽车巨头比亚迪在全球汽车销量排名中跃升至第七位，首次超过本田和日 产。 在将日本第二、第三大车企甩在身后后，日本汽车行业的"领军者"丰田成为比亚迪的下一个目标。 文章指出，从内燃机到电动机的重大转型，以及中国电动汽车产业的迅猛崛起，给作为日本经济支柱的 汽车产业带来了严峻挑战。日本车企的投资者必 ...

Core Viewpoint - The recent passage of the "Big, Beautiful Budget Bill" by the U.S. House of Representatives introduces new annual taxes on electric vehicles, which could hinder the development of the electric vehicle industry in the U.S. [3][4][5] Group 1: Legislative Changes - The new bill imposes an annual tax of $250 for fully electric vehicle owners and $100 for hybrid vehicle owners, contrasting sharply with previous tax incentives aimed at promoting electric vehicle adoption [3][4]. - The bill eliminates federal tax credits for electric vehicles and introduces new annual fees, increasing the purchase and operating costs for electric vehicles, particularly affecting price-sensitive consumers [5][6]. Group 2: Impact on the Electric Vehicle Market - The increase in tax burden, alongside the loss of tax credits, is expected to lead to a decline in electric vehicle sales, creating uncertainty in demand and prompting manufacturers to reassess production plans [5][6]. - The electric vehicle penetration rate in the U.S. is already low, and the new tax measures could further slow the industry's growth, impacting both domestic and foreign electric vehicle manufacturers [5][6]. Group 3: Comparison with Global Trends - The U.S. tax increases on electric vehicles appear contradictory to global trends promoting zero-carbon transitions, where countries like Norway and Denmark offer significant tax exemptions for electric vehicle purchases [6][7]. - In China, the penetration rate of new energy vehicles is projected to exceed 50% by 2025, with calls for equal tax treatment between electric and fuel vehicles gaining momentum [7].