When it comes to hyping up the "concept", Europe and the United States say that they are the second in the world, and no one dares to say that they are the first. And they began to hype up China's "overcapacity" again.
To be honest, this is a bit of a double standard, especially from the lips of Yellen, the former chairman of the Federal Reserve and the current US Treasury Secretary. If you want to ask what is the most overcapacity in the world? It must be the dollar produced by the Federal Reserve! Why has she never been criticized?
Of course, there is certainly no "overcapacity" in China, which is to put it bluntly: Europe and the United States have found that they can no longer compete with China in high-end manufacturing fields such as new energy, photovoltaics, lithium batteries and wind power, which hinders them from making excess profits and cutting global leeks, so they thought of such a reason to suppress China.
Do you think, when we exchanged 800 million shirts for one plane in the past, did they say that we had overcapacity? If China has always produced only low-end industrial products, then Europe and the United States will definitely be happy, because in this way they can get cheap industrial products, and it will also help alleviate inflation.
But now instead of accusing China of overcapacity in low-end industrial products, they say that China has overcapacity in electric vehicles, lithium batteries, photovoltaics and other clean energy products. It is mainly concentrated in the new energy industry! It is very targeted, and it is also a coincidence, is it?
The whole world is moving towards "carbon neutrality", and in order to achieve the "double carbon" goal, China's new energy industry has developed rapidly and achieved very proud results.
Among them, in 2023, China will account for 63.5% of the world's electric vehicle share, significantly ahead of Europe and the United States, and the advantage is extremely obvious;
In 2023, China's new wind power capacity will account for 65% of the world's total. Among the top five wind turbine manufacturers in the world, four are from China;
In 2023, Chinese lithium battery manufacturers will win more than two-thirds of the global share. Among the top 10 lithium battery manufacturers in the world, 6 are from China.
In 2023, China's four major PV segments will account for more than 80% of the world's polysilicon, wafer, cell and module production.
In these areas, China is a rising star, beating European, American, Japanese and South Korean companies, and then catching up. At the same time, these products will also help China and the world achieve the "dual carbon" goal. Among them, electric vehicles, lithium batteries and photovoltaics, known as: the new three, exports in 2023 will exceed the trillion yuan mark, a year-on-year increase of 29.9%.
As a result, Europe and the United States are sour, and they originally wanted to use these industries to harvest the world and earn excess profits, but now they obviously can't do it. Not only that, but they also have to look to China to buy it, and we make money. If you look at the news related to emission reduction in Europe and the United States, it is basically full of words such as "cancellation" and "postponement". Like what:
The Netherlands plans to remove the cap on coal-fired energy production;
Germany has abandoned its 2035 target of "close to 100% renewable energy" in the grid.
The United States, which is facing high inflation, is one of the countries with the highest installed photovoltaic capacity in the world, and while subsidizing its own photovoltaic industry, it is also prohibiting Chinese photovoltaic from entering the American market as much as possible.
The same is true in the field of electric vehicles, data shows that in 2023, the sales of cars in the United States will be 15.46 million, and the sales of pure electric vehicles will be only 1.11 million, plus plug-in hybrids, the penetration rate of electric vehicles will only be 9.1%, and China's will reach 35.7%.
In mid-April this year, the penetration rate of electric vehicles in China exceeded 50%.
Like the United States, photovoltaic products are also expensive in Europe, with an average EV penetration rate of about 24% in various countries.
So why can't the penetration rate of electric vehicles in Europe and the United States go up?
Because the cars are so expensive, they have been banning Chinese electric cars from their market. There are less than 100,000 electric vehicles in China, and the low-end version of the same level must be close to 200,000 in the United States.
The United States and Europe are the second and third largest markets for automobiles in the world, respectively, and Chinese electric vehicles have not entered these markets, and they are saying that we have overcapacity, isn't it funny?
Therefore, in fact, Europe and the United States themselves lack cheap and easy-to-use electric vehicles, photovoltaics, wind power and other products. In order to achieve the "double carbon" goal, the world also needs these products, and China is far from being able to fully meet the global demand for these products.
Not only that, but China's EV exports account for a much smaller share of production than Germany, Japan and South Korea, so aren't these countries also overcapacity?
So let's not look at what they say, but at what they do.
Europe and the United States lack photovoltaic and electric vehicles on the one hand, and on the other hand accuse China of overcapacity of photovoltaic and electric vehicles, but Europe and the United States themselves are engaged in subsidies to accelerate development;
While they are singing the praises of the Ford Model T in the United States, which is cheap and easy to use, and changes industrial history, they are also denying China's cheap and easy-to-use electric cars and photovoltaics to enter the European and American markets.
Therefore, Europe and the United States are engaged in trade protectionism, specifically picking on electric vehicles, photovoltaics and other industrial products, because these products have a high technical threshold and can bring long-term and stable excess returns.
Every time I talk about Made in China, some people say, what does this have to do with my monthly salary of 3000?
If Made in China hadn't risen, we would have paid far more than twice as much money to buy the same electric car now. With the rise of Made in China, Europe and the United States will not be able to sell things very expensive, so that the things bought for 3,000 yuan will increase, doesn't it matter?
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