The United States, you add your tariffs, and you are happy to go to sea on your own

Cabbage Institute Jarvis

2024-05-19 02:38Published in Shanghai Automotive Creators

The US side released the results of the four-year review of the additional Section 301 tariffs on China, announcing that on the basis of the original Section 301 tariffs on China, it will further increase tariffs on electric vehicles, lithium batteries, photovoltaic cells, critical minerals, semiconductors, steel and aluminum, port cranes, personal protective equipment and other products imported from China.

According to the official website of the White House, tariffs on Chinese electric vehicles will be raised from the current 25% to 100%, which can be said to be the core target of this round of tariffs.

In fact, discriminatory policies have always been there, and some fans of foreign brands in China are still selling miserably, attacking domestic cars with no subsidies.

As everyone knows, the domestic subsidy is the same, Tesla has always been the biggest beneficiary of double carbon credits + subsidies TOP2, BYD has been overtaking only these two years, and Tesla also takes cheap land and low-interest loans in Shanghai, don't talk about Tesla also pays taxes, other independent brands are more difficult than it to take land and funds, don't you also pay taxes normally?

For example, in 2020 alone, Tesla took more than one billion yuan through the double credit policy (the average price of carbon credits in 2020 was 1,204 yuan/minute)

In fact, in the final analysis, the traditional joint ventures can't get it, it's really just that the ability is not enough + the fuel car is too comfortable to lie down.

On the other hand, the United States has long banned Chinese car companies from taking subsidies, even if the United States can't get subsidies for building factories, why can Ningde accept the cooperation of disgusting people like Ford's 100% shareholding to build factories?

Isn't it because the United States is directly one-size-fits-all, and with the participation of Chinese capital, it is disgusting that you cannot get subsidies at all? CATL can only accept that it can only get a share of its own technology, and can only earn operating service fees.

Weilai Li Bin also directly fired at the discriminatory policies of the United States last year, and was ridiculed by some extreme fans for not being able to afford it, which is really hehe. This year, the United States has not even asked for a direct face, and it is not secretly engaging in discriminatory policies, but engaging in it with great fanfare.

Therefore, in the face of the experience of CATL and NIO, everyone has long given up on the US market. After all, I want to make 20% of the gross profit, but it's really not worth it to have to bear the risk of a penalty higher than the principal at any time.

Therefore, the Ministry of Commerce's wording this time is to seriously affect the "atmosphere" of bilateral cooperation, the core reason is that the electric vehicle is the most topical, in fact, the domestic car companies themselves do not plan to deploy in the United States.

In other words, the trick of the United States stuck in the neck is really only the best at the beginning, and the marginal effect has really decreased significantly if it is used too much.

And what attitude the United States has now is difficult to stop the globalization of China's new energy vehicles.

Like BYD's overseas expansion, but the United States is not even touched, only a commercial vehicle base left over from more than ten years ago is still in use, but it is estimated that it may have to be measured.

In fact, Dizi is obviously on the road of actively going to sea, Europe, Oceania, Latin America, Southeast Asia is blooming everywhere, the same car is basically sold to Europe is doubled, and other countries are 30-70% easily, which is much cooler than in China.

And you sell cheaply, people will check your anti-dumping... The price can only be raised with tears.

And BYD's process of going to sea is still very impressive, for example, two days ago Manchester City fullback Kyle Walker mentioned a BYD seal, the price is close to 50,000 pounds.

As for the price, it is more than 400,000 yuan, and you must know that it is about 200,000 in China.

In addition, I saw that the sales of seals in Hong Kong also surpassed Tesla, and they were also sold at a price equivalent to double that of the mainland. Really, now the domestic penetration rate is really considerable, so let's hurry up and go overseas to make money. Only Tesla's market is really much less difficult to compete than the mainland market.

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