2024-10-05
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just now, the european union officially imposed tariffs on chinese trams, up to 45%.
as soon as the boots landed, the news quickly aroused heated discussion and topped the top 10 hot searches in the country:
however, what is quite surprising is that european car companies have shown a different magnanimity from the officials. traditional giants such as volkswagen, mercedes-benz and bmw collectively oppose heavy taxes.
eu agrees to impose tariffs on chinese trams
the european commission issued an announcement stating that the proposal to impose additional tariffs on imported trams from china has received necessary support.
the so-called "necessary support" actually means that internal opinions on the imposition of additional tariffs are not completely unified.
according to relevant reports,germanyandhungaryall voted against, and the proposal was finally passed with 10 votes in favor, 5 against, and 12 abstentions. it will take effect next month. on the basis of 10%, domestic trams will be levied at varying rates. additional duties,the additional levy period is 5 years。
among them, saic has the highest tax increase rate, which is 35.3%. the ratios of geely and byd are respectively18.8%and17%,teslathe impact is the lowest, with an additional tax of 7.8%. other car companies have imposed a 20.7% tariff.
in response, chinese car companies and the top three german automakers quickly voiced their opposition.
geely holding is very disappointed with the eu's decision and believes that tariffs will ultimately harm the interests of european companies and consumers.
europe's largest car manufacturerpublicpointed out:
the planned tariffs are wrong and will not make european cars more competitive.
traditional wealthy familybenzi also think thattariffis a mistake and hopefully the eu will delay implementation to allow for further negotiations.
bmwthe words are even more intense:
for the european automotive industry, today's vote is afatal signal。
in fact, the european commission also left itself some leeway in its announcement.
the announcement also stated that it will continue to work with china to find alternative solutions. according toyuyuan tantianit was further disclosed that the two sides will conduct a new round of negotiations on tariffs on october 7.
negotiations are continuing and the final outcome is not yet known.
but many chinese car companies have already taken action and prepared for the worst. cooperating with european car companies and producing locally has become an important way to avoid tariffs.
the world’s fourth largest car company,leap carimportant shareholdersStellantisit has previously been stated that due to the impact of tariffs,lingpao will transfer part of its production to local production in europe。
ceo of stellantistang weishi (carlos tavares) also added at the time,eu plans tariffs as 'correction' to european cars' lack of competitiveness。
cheryas early as april this year, it reached a cooperation with the spanish company ebro-ev motors, and the two parties will jointly produce electric vehicles in barcelona.
chery later revealed that it was studying producing cars in the uk. there is also news that chery is also having relevant discussions with italy.
lynk & cothe person in charge of the european region has also made it clear before that it does not plan to transfer tariff costs to consumers for the time being. geely is looking for factories to allow lynk & co to produce electric cars in europe.
new energy leaderbydearlier, it acquired a german dealer, but there is no news of building a factory in europe yet.
but european interest groups are not the only ones who are waiting for the arrival of china's automobile era.
waymo quickly announced its cooperation with hyundai
last month, waymo was exposed to a strange development:
at that time, korean media broke the news that waymo was working with the korean auto giantmodernnegotiate cooperation to produce unmanned vehicles.
waymo did not directly deny it at the time, but now the rumors have come true. just after a meeting in brussels, silicon valley’s self-driving super unicornWaymoimmediately announce an official agreement with south korea's hyundai motorlong-term strategic partnership。
according to waymo’s announcement, the first step in the cooperation between the two parties is hyundaiIQNIQ 5like the jikrypton "baby bus", it will serve as the prototype of waymo's sixth-generation autonomous vehicle.
iqniq 5 is a pure electric suv with a length of over 4.7 meters. the new price is388,800 yuan, 800v architecture, can charge from 10% to 80% in 18 minutes.
the fastest acceleration from zero to zero is 3.4 seconds, and the 83-degree battery life can only run 556km under cltc conditions.the "three-electric level" is uncompetitive compared with domestic electric vehicles.。
this is quite puzzling.
in fact, it is not surprising that autonomous driving companies change their cooperative oems.
what is incredible is that it is very rare to find two oems for the same generation of cars.
at the same time, waymo and jikrypton’s cooperation model has begun road testing.
at this moment, waymo announced a new cooperation, but the new car will not start road testing until the end of 2025, which is a year and a half late.
why is waymo doing this?
it’s also related to tariffs, but it’s not just about tariffs.
united states vs.china’s trams impose 100% tariffa week later, another ban was issued:
internet-connected self-driving vehicles equipped with chinese self-driving software and hardware are prohibited from driving in the united states.
compared with tariffs that only target complete vehicles, the new ban will have a wider impact and will affect the entire smart car industry chain up and down.
the ban will be implemented in 2027, initially only for software, and hardware restrictions will take effect after 2029.
therefore, europe and the united states are now using non-commercial means to restrict the export of developing chinese electric cars, and using tariffs and bans to attack domestic oems and supply chains.
there is nothing new under the sun.
everything is just like in 1981, when the united states forced japan to "independently restrict" automobile exports through non-commercial means. this did briefly affect the survival and development of japan.
but this did not stop toyota, whose annual output had just exceeded 3 million vehicles at the time, from eventually reaching the top and becoming an automobile giant with an annual output of tens of millions of vehicles.
it's "3 million" again, and it's export restrictions again. the means used by the united states to attack the japanese were once again used on domestically produced electric cars.
but history has proven, and will continue to prove, that all non-commercial means are ultimately in vain.
the rewriting of the market competition landscape will only delay, not interrupt.