Harm others will eventually harm yourself, China's electric vehicles are unstoppable!

Jintou.com

2024-05-24 17:22Posted on the official account of Zhejiang Jintou.com

Some time ago, the United States said that it would impose tariffs on electric vehicles imported from China, and the tariff rate is expected to increase from 25% to 100% this year.

Why did the United States increase the tariffs on China's new energy electric vehicles to 100% no more, no less? Why does Tesla keep running to China?

Let's first take a look at how good electric vehicles were in the United States in the last century?

When in 1885, as soon as the German fuel car appeared, it was pressed to the ground by the American electric car and rubbed fiercely for nearly 30 years. Because electric vehicles in the United States were developed as early as 1834, 50 years earlier than gasoline vehicles.

In those days, the electric car in the United States was a status symbol for the rich, unlike fuel vehicles, it was simply an old-fashioned tractor, not only the sound was so loud that the buttocks were numb and black smoke, but also started with a seven- or eight-pound crank, and shook it vigorously with the strength of milk.

In the late 19th and early 20th centuries, electric vehicles were sold as well as gasoline and steam vehicles. According to statistics, in 1900, 38% of the car ownership in the United States was electric vehicles, 40% were steam-powered vehicles (steam-powered models only started early, because the steam engine was too large, and was quickly phased out), while fuel vehicles accounted for only 22%.

In New York City, for example, there were more than 2,000 electric vehicles in 1900, compared to a few hundred gasoline vehicles.

Over the next decade or so, sales of electric vehicles remained very hot, and by 1912, there were already 38,843 electric vehicles on the roads in the United States.

The cow is that even the lithium battery technology of electric vehicles was invented by the United States in 1970, so the rise of China's electric vehicles is thanks to the United States.

But what is puzzling is that the old beauty of the past was so good, why are new energy vehicles still surpassed by us now?

Let's first talk about the charging of new energy vehicles in the United States.

As many people know, California is the national champion in electric vehicle sales, similar to our Shanghai, but strangely, the destruction of public charging piles here is as high as 70%.

What's even more bizarre is that the public charging piles in the entire United States are not able to charge 30% of the time. Don't worry, there are even more bizarre, the price of electricity has risen outrageously, like on May 8 this year, as soon as the Texas power plant was shut down, the electricity price in the entire north rose to 3 US dollars a degree, about 21.6 yuan, according to this price, you have to fully charge at least 1296 yuan, who can afford it.

Why is this happening?

This is because the power grid in the United States is a private enterprise, and it is not connected to each other, and various power grid companies use different specifications and even circuit wires in order to seize business. Therefore, once the states in the United States lack electricity, there is no way to make up for it, and they can only increase the price.

Of course, as early as 2018, the national engineers of the United States came up with a plan that would not only allow power plants to communicate with each other without uninterruptible power, but also save everyone $3.6 billion a year.

As soon as the plan came out, the excited engineer immediately handed it in, grinning and ready to accept the commendation, but the engineer was not only fired, but also the results were strictly forbidden to be displayed.

Why is that?

Because a network of cheap new energy, such as wind power, hydropower, these will come in, then the coal companies with higher power generation costs are going to be finished, plus the United States, which has spent a lot of money on shale oil technology this year, has just become the world's largest oil producer, what should oil companies do? What about the dollar that needs to be bound to oil to get the world's wool? Even the United States has withdrawn from the Paris Agreement, which was signed to prevent climate warming.

As a result, the charging pile will naturally be rotten, making it difficult to sell electric vehicles.

In addition to the high cost of electricity, there are two fatal factors for the inability to develop automobiles in the United States.

The first is that dealing with electric vehicle fires is relatively unfamiliar to the United States.

Whether in China or the United States, the safety of electric vehicles – especially the safety of batteries – has been a hot topic.

AutoinsuranceEZ, a U.S. vehicle insurance service, analyzed official government data at the end of 2023 and found that hybrid vehicles were actually the vehicles with the highest number of fires, followed by gasoline vehicles and pure electric vehicles. The probability of fire for pure electric vehicles is only 1/60 of that of gasoline vehicles and 1/140 of hybrid vehicles. However, extinguishing a fire in an electric vehicle battery is much more difficult than that of a gasoline vehicle. In the U.S., most firefighters are unfamiliar with how to deal with electric vehicle fires because they are relatively new, which increases the danger.

The second is that the labor cost in the United States is relatively expensive, which determines that the cost of building a car is much more expensive than ours, and people are not stupid, they just like to buy high-quality and low-cost, cost-effective things.

An American company, once calculated, the result is that the cost of making cars in the United States is at least twice as high as that of China, and he dismantled the electric cars that China sells for $12,000 in the United States and found that if they build them, they will have to sell them for at least $30,000, so it is not understandable why Tesla has been running to China.

We also want land for it, policy for policy, and market for market, and the Shanghai Gigafactory has set a new record in the automotive industry in less than one year from the groundbreaking to the delivery of the first batch of Model 3.

And the United States saw this threat, so it waved the stick of tariffs, so why did it just increase to 100%?

Let's calculate the account first, we originally sold $12,000 after the tax is not sold for $24,000, and the new energy vehicles made in the United States are sold for $30,000, but people still have a subsidy of $7,500, and this reduction is sold to $22,500, which is cheaper than ours.

Seeing this, some friends will worry that the sales of our electric vehicles in the United States will definitely be greatly affected, but this is not necessarily the case.

According to the statistics of the China Passenger Car Association, the total number of passenger cars exported from China to the United States in 2023 will be 74,800, accounting for only 1.4% of the total exports. NEV passenger vehicle exports to the U.S. totaled 18,600 units, accounting for only 0.4% of the total. It can be said that the U.S. electric vehicle market has never been significantly affected by Chinese automakers. Therefore, the increase of the tariff on automobiles to 100% will not pose a threat to our new energy vehicles at all.

In fact, the tariff policy of the United States is more affected by European and American brands, because the target of the tax increase does not only refer to Chinese brands, but to made in China.

You know, in recent years, Tesla, BBA, Volvo and many other cars are produced in China and then exported to the United States, especially Tesla, nearly 300,000 units per year.

Now, we are waiting to see how these European and American brands make trouble with the United States, and there are already many voices of resistance.

In short, the tariff "stuck neck" is still an old trick of the last century, it didn't work then, and it won't work now, and it still needs to be hard to strike iron. If only by high tariffs, restrictions on exports of this kind of "hegemonic suppression" can not stop the strong rise of China's electric vehicles, Chinese electric vehicles have become one of the important business cards of Chinese manufacturing, the future will be stronger and stronger, breaking the United States and the West a hundred years of industrial monopoly, the future can be expected!

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