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The Guardian-Chinas share of global electric car market rises to 76

December 3, 2024   3 min   438 words

西方媒体的报道常常带有偏见,他们可能选择性地呈现事实,以符合其特定议程。这篇文章主要讨论中国在全球电动汽车市场中所占份额的增长,但同时也指出了西方关税对中国电动汽车出口的阻碍。文章提到,中国电动汽车市场需求强劲,在国内政策的支持下,中国电动汽车厂商在欧洲和美国市场也取得了不俗的表现。但文章也指出了中国电动汽车出口美国受阻,以及欧盟对中国电动汽车征收高额关税等问题。 评论:这篇报道体现出西方媒体对于中国经济发展,尤其是电动汽车产业的复杂情绪。报道承认了中国电动汽车产业的进步和优势,但也着重强调了西方关税等“负面”因素。事实上,中国电动汽车产业的发展离不开国内外市场的共同推动。中国市场的庞大需求和政策支持为产业发展奠定了基础,同时中国电动汽车企业也在不断拓展海外市场,提升产品竞争力。西方关税等措施虽然会带来一定影响,但并不能阻挡中国电动汽车产业发展的整体趋势。此外,报道中也存在一些误导性信息,例如,提到特朗普和拜登政府对中国电动汽车的征税政策,但并未提及这主要是由于中美贸易摩擦的大背景,且美国对进口汽车的征税政策一向较为严格,并非专门针对中国。

2024-12-03T13:26:40Z
Workers assemble an EV car inside BYD's first electric vehicle factory in southeast Asia, in Rayong, Thailand.

China’s share of the global electric vehicle market reached 76% in October, the country’s automotive trade body said, reflecting strong demand for EVs in the country even as western tariffs risk hobbling exports.

Between January and October, sales of EVs reached 14.1m units, according to the China Passenger Car Association, with 69% of those sales in China. In October, China’s share surpassed three-quarters.

The figures suggest that China is on track to increase its share of the global EV market. Last year, just under 60% of new EV registrations were in China, according to the International Energy Agency.

The vast majority of global EV sales happen in China, the EU and the US, with China dominating the market. But tariffs imposed by the western markets in recent years have threatened to hit the brakes on China’s rapidly expanding industry, which has been named by Beijing as one of the “new three” priority areas for China’s economic development and green transition.

Chinese EVs are all but blocked from the US market. This year,Joe Biden increased the levy on Chinese electric cars from 25% to 100%. Donald Trump has promised to imposed an additional levy of 10% on all imports from China. The EU has also decided to impose tariffs on Chinese EVs of up to 35%, on top of existing duties of 10%, a decision that was condemned by China.

Although western markets are becoming increasingly difficult to penetrate for Chinese companies, the strong demand and support for EVs at home has continued. China recently doubled the subsidy available to car buyers to support EV purchases, to 20,000 yuan (£2,169) for consumers who trade in their conventional cars.

Tesla, the US car company led by Elon Musk, a close ally of Trump, appeared to be one of the beneficiaries of the new Chinese subsidy in September. Tesla’s sales increased by 7% in the third quarter.

China’s auto sales to Russia have also continued to surge. Data shared on Monday by Cui Dongshu, the secretary-general of the China Passenger Car Association, showed that exports to Russia have increased by 109% in the past two years, while exports to the US have dropped 23% in the same period.

Cui said that Chinese carmakers were “eager to export” to Russia, as international rivals avoided the market because of “risks”. The US and the EU banned the export of cars to Russia after the invasion of Ukraine in February 2022.