All content in this article is based on official and reliable sources
Preface
Today's international situation is that the trade friction between China and the United States is intensifying, especially in the field of electric vehicles.
On Feb. 29, the Biden administration announced an imminent investigation into Chinese-made connected cars, citing so-called "national security risks."
As time progresses, the United States has become more and more suppressive of electric vehicles on the mainland.
As a countermeasure, Tesla's companies in China will be affected.
If this situation continues to develop, China and the United States will fight to the death in the field of electric vehicles!
The conflict between China and the United States has intensified
As soon as the "Chinese tram threat theory" of the United States came out, we could not help but feel a little ridiculous, and it really did whatever it could to suppress our development.
And tracing it back to its source is a letter full of loopholes.
(Source: CCTV News Client, April 23, 2024 - How many steps does the United States take to hype the "Chinese electric vehicle threat theory"?) Uncover the truth)
Pony.ai has always been a leader in the field of autonomous driving, and at the same time, it ranks first among Chinese companies in 2022.
A self-driving vehicle was registered in the state of California in the United States to test its performance.
It is precisely because of this that the United States caught the loophole.
In July 2023, members of the U.S. Congress wrote a letter to Raimondo and Transportation Secretary Brightig.
The content of the letter is that the Chinese self-driving car test in the United States is ill-intentioned and wants to steal the data of the Americans.
Among them, Pony.ai was also regarded as a typical example and was highlighted and named.
But at the California Department of Vehicles, we found test vehicle data for 2022 and 2023 and found that 2023 was 50 fewer vehicles than 2022.
And the car with the few is Pony.ai's car.
The survey of this data turned the letters of the members of Congress into a joke.
Pony.ai's car is no longer in California, how to steal Americans' data? This is all just rumor-mongering.
But no matter how excessive they may be, the fact that this letter has appeared for no reason means that they have tried to do something to rein in our cars.
In fact, it is true that from July 2023, they have been constantly confusing concepts.
First self-driving cars, then connected cars, then smart cars, and by January of this year, they had become electric vehicles.
In general, this is the conspiracy of the Americans to reduce the sales of electric vehicles on the mainland step by step.
In addition to constantly making remarks about the "theory of China's tram threat," the United States has also adopted various means to restrain our development.
According to reliable sources, members of the U.S. Congress have proposed a bill to review and evaluate China's connected car system.
On May 9, a person familiar with the matter revealed that Biden will increase new tariffs on Chinese electric vehicles and other things next week.
If both resolutions are passed, it will have a huge impact on connected cars and electric vehicles on the mainland.
That being the case, the mainland certainly cannot sit idly by.
China's countermeasures
On May 9, after people familiar with the matter broke the news, on the 10th, a spokesman for the mainland Ministry of Foreign Affairs responded to the matter.
Foreign Ministry spokesman Lin Jian said that the US government's imposition of tariffs on China has violated WTO rules and interfered with previous trade between China and the United States.
(Source: China Industry Network, May 10, 2024 - Biden was revealed to announce new tariffs on Chinese electric vehicles and others as soon as next week, China: The United States is wrong on top of wrong)
The US side is urged to abide by the rules and refrain from taking measures such as increasing tariffs on China.
Otherwise, China will use all means to retaliate.
In fact, the fact that the mainland can make such remarks proves that the mainland has a very high position in the field of electric vehicles.
Whether it is the core areas such as batteries, motors and electronic control, or the sales volume sold to the world, the mainland is far ahead.
As an electric vehicle, its battery and range are the key to a car.
Continental has made landmark technological progress in the field of hydrogen fuel cells, for example, the fuel cell developed by Sinohytec has reached the international leading level.
In addition, CATL has ranked first in the world in the field of power trams for five consecutive years.
According to statistics, from January to March this year, China's share of pure electric vehicles has reached 59% of the world's, and the cumulative sales of new energy vehicles are 1.95 million units, with a growth rate of 30%, while North America is only 8% and Europe is only 4%.
Looking back at the data of the past three years, it can be found that the sales of new energy vehicles in China are growing strongly.
Therefore, China is in a leading position in the world in the field of new energy vehicles.
This is also why the United States has always wanted to suppress the development of new energy vehicles in the mainland.
But judging from the number of new energy vehicles sold to the United States from the mainland, the U.S. crackdown is completely nonsense.
This is because the U.S. adjusted its policy on the mainland's electrification technology exports a few years ago.
As a result, the number of passenger cars sold to the United States by the mainland is almost zero, which is negligible.
But the sales volume of mainland sales to the United States can be almost ignored, but the United States is different.
Among the new energy vehicle companies in China, Tesla is in the leading position.
However, due to China's countermeasures, Tesla's sales have been greatly affected.
Tesla sales declined
Tesla has always been among the top sellers in China, and in 2023, it will complete annual sales of 600,000 in the Chinese market, an increase of about 17% from 2022.
But starting in 2024, Tesla will begin to be unpopular with the public in China, and its sales will decline sharply.
(Source: Straight News May 9, 2024 - -18%!) Tesla's sales in China fell year-on-year in April)
On May 7, the Federation of Passenger Cars released a set of data.
According to the data, Tesla's sales in China in April were only more than 60,000 vehicles, down 18% from last year.
In contrast, BYD's sales in April were far ahead, with a total of more than 310,000 cars sold, which was five times more than Tesla's.
Judging from this set of contrasting data, Tesla's market in China has gradually begun to decline.
According to a person familiar with the matter, Tesla has taken a variety of ways to deal with this problem.
It is understood that it will take the form of a three-stage casting and launch two new models.
However, in the face of the strong development of domestic new energy vehicles, it is still unknown whether Tesla can break through many obstacles and find new development discoveries.
But what is known is that the development of Tesla and BYD is to some extent a reflection of the competition between the United States and China in the field of electric vehicles.
Therefore, it can be said that the two sides have reached the point where either you die or I die, and there will definitely be a fierce war in the future.
epilogue
In the face of strong US suppression, we cannot be at the mercy of others.
On some of the key technologies that the United States is missing, we can also take some tough measures to counteract.
However, in the field of electric vehicles, we must adhere to our own development path, achieve continuous breakthroughs in key technologies, and believe that in the future, the mainland will be able to gain more autonomy in the field of electric vehicles.