What is the reason why Europe and the United States suddenly make such a statement? Is it true or false? Will China be left with the line of electric vehicles in the future, and other countries will take the route of fuel or hydrogen energy? With these questions? In this issue, we will talk about this topic, if the content is good? I hope to like you a lot, your support is the motivation for me to make better content. Since December, Audi has said it will slow down the rollout of electric vehicles.
Mercedes-Benz also announced at its shareholders' meeting in February this year that it would abandon a plan to achieve full automation by 2030 and continue to produce gasoline vehicles, assuring investors that it will continue to improve its internal combustion engine models. At the same time, Apple also announced at the end of February that it would abandon its car-making plan, which was once brought by a lot of self-media, mistakenly thinking that Europe and the United States are really going to give up electric vehicles, in fact, Europe's new energy vehicle plan, has not changed, what has changed is the rhythm, the policy of the United States, has always been swaying, the rhythm, has always been very chaotic, they are not bearish on electric vehicles, but do not want to ban fuel vehicles too quickly, in fact, this is also based on their own electric vehicle development does not meet expectations, electric vehicle market demand is weak and other factors to make a decision. To put it simply, there are a few points that I will analyze from a macro perspective.
First, at the market level, in addition to the downward pressure on the global economy, Europe since the conflict between Russia and Ukraine, the economy has fallen into a deeper downturn, at this time, if you vigorously suppress fuel vehicles, it will cause a large number of people in the automobile industry to lose their jobs, further aggravate the economic downturn, and the economic downturn, it will affect consumption power, in Europe where the fuel vehicle industry chain is developed, the fuel vehicle itself has a natural cost of oil potential, fuel vehicles are very reliable in terms of durability and stability, and the new electric vehicles, not to mention slow charging, less battery life, less choices, the price is also very high, including insurance costs and so onTo put it simply, the market is not buying it, which is an important reason.
Second, at the level of interests, in addition, Europe and the United States because the automobile industry started relatively early, the local fuel interest groups are wrong, to a certain extent, it will also hinder the promotion of new energy policies, and protect the vested interests of fuel vehicles, which is also an important reason.
Third, the industrial chain is backward. It is precisely because of the vested interests of fuel vehicles, coupled with the weak market demand, that many car companies in Europe do not have aoyin new energy, unlike China, because of the late start of fuel vehicles, backward technology, and a patent barrier that cannot be avoided, can only go all out to stud new energy, so as to quickly build the world's strongest electric vehicle industry chain, and constantly have the advantage of price and cost to speak.
Fourth, the core goals are different, which is also one of the biggest differences in the policy logic of new energy vehicles in China, the United States and Europe. In fact, Europe has been studying the use of carbon capture technology to obtain carbon dioxide and hydrogen chloride synthetic fuel, although it is said that in the process of combustion, carbon emissions will still be generated, but because carbon dioxide can be recovered in the production process, so theoretically synthetic fuel, with the existing fuel engine, can be built into carbon neutrality, then this will leave a way to live for their own fuel vehicle industry chain, Europeans, or do some careful thinking。
However, the refining cost of this synthetic oil is extremely high, and it is currently unable to achieve a fuel efficiency of existing fuels, so Europe still adheres to a policy of electric vehicles, in fact, they want to overdo it and walk on two legs, but it has been delayed for five years, like Mercedes-Benz, Volkswagen continues to increase investment in China's electric vehicle industry, and constantly launches new models, Mercedes-Benz's new goal is to reach 50% of the models sold in 2030 For electric vehicles, it has been reduced by half compared to the previous target, but considering that electric vehicles will account for only 11% of Mercedes-Benz's sales in 2023, the goal of 50% of electric vehicle sales in 2030 is actually quite stressful.
Therefore, the key point is that Europe and the United States have not given up on electric vehicles, but have slowed down, and we can also see that the United States is also increasing the subsidy policy for electric vehicles to stimulate the development of electric vehicles, but the number of models that can enjoy full subsidies has been reduced from 29 in 2023 to 13 in 2024, mainly because of many subsidy policies, which are limited to batteries or electric cars produced in the United States.
However, because the electric vehicle industry chain in the United States is backward and there is no cost advantage, the supply chain of many car companies cannot immediately move back to their homeland, and in the U.S. election, due to the official support for the transformation of electric vehicles, many auto workers oppose and strike, in order to retain votes, so they keep postponing the development of electric vehicles.
Fifth, commercial value, from a commercial point of view, in Europe and the United States, in the fuel vehicle of a technical reserve advantage, compared with the tram can have less investment in research and development, net profit is much higher than the tram.
With the intensification of competition in the electric vehicle market, demand is slowing down, in recent times, even the world's best selling Tesla has laid off 10% of its employees, betting on electric vehicles, the major car companies, in the past few years, but also because of a transformation of electrification, is a sharp decline in profits, so whether it is from the policy to delay the ban time, or through synthetic oil, to continue to continue the existing fuel vehicle advantages, for European and American fuel car companies, are a way from a commercial point of view, relatively high.
After all, the economy is so poor, the most important thing is to keep the job first, if the environment is not environmentally friendly, it will be released first. Based on the various reasons of the above analysis, in the stage when Europe and the United States are still entangled, it has given China's new energy an excellent historical window, quickly created a new energy industry chain, and allowed Chinese car companies to have the opportunity to integrate into the global automotive industry system. I think this may also be what people often call national fortunes.
Okay, what about this issue, that's all there is to talk about, and in the future, when others tell you that Europe and the United States have given up electric vehicles, don't listen to their nonsense, and throw this video to them. So what do you think of the delay in electric vehicles in Europe and the United States? Do you think the automobile industry in Europe and the United States will decline from now on? We will see you in the comments, follow me, and take you to learn more about the latest technology trends and knowledge, we will see you in the next issue, bye-bye.