消费者会发现,如今他们购买的汽车已成为美国、加拿大和欧盟国家对抗中国的最新经济战场。

过去15年,中国已成为汽车行业的领导者。就全球收入而言,汽车行业收入仅次于卫生和人寿保险行业。

但制造业,在就业、获利能力等经济指标上是处于领先地位,在所有主要已开发国家的国民经济中都发挥战略作用。这可以从日本和韩国汽车工业的成长中看出,汽车工业在两国经济崛起中发挥了关键作用。反观,英国汽车工业的衰落也是其在制造业大国排名中下降的一个主要因素。

2022年全球汽车市场规模约为2.8兆美元(12.1兆令吉)。预计到2030年,汽车市场价值将成长至3.9兆美元左右(16.9兆令吉),2023年至2030年年复合成长率将超过4%。

在过去的几十年里,汽车行业的收入和利润完全被石油和柴油驱动的车辆所占据。如今中国以开发的电动车成了汽车行业新参与者。

作为回应,美国拜登政府正在为这个高利润的战场做好准备。5月,华盛顿对中国多种高科技产品征收更高关税名单中,电动车也是受打击产业。这包括对电动车征收100%的关税,对电动车电池征收25%的关税。在美国采取前所未有的四倍增幅后,欧盟也宣布对从中国进口电动车征收17.4%至38.1%的额外关税。接著,加拿大紧随美国和欧盟之后,宣布对中国电动车进口征收100%的关税。

针对中国电动车行动

自汽车工业发展以来,其一直以内燃机(ICE)为主。最近开发的电动引擎成了内燃机的替代品,并得到了行业内所有利益相关者普遍认可,认为这可改变了气候变迁的游戏规则,创造了一个污染更少、更清洁和更可持续的世界。

根据领先的环境新闻网站Earth.Org报道,这个提供关于影响我们星球关键问题的独立、高品质新闻报导网站指出:

如果道路上的所有汽车都变成电动车,我们可以减少全球近1/5的排放量。但扩大电动车产业的好处不仅如此:除了能够享受更清洁的空气之外,我们还将减少油价飙升而引发的冲突,我们将拥有更安宁的城市。

为何中国作为电动车和其他高科技和绿色革命关键领域的全球领导者,没有因其对创新交通发展和环境永续成长的贡献而受到赞扬,反而受到惩罚呢?

原因很清楚。但对于那些只看从华盛顿、布鲁塞尔和渥太华来源的官方消息者而言,他们是完全蒙在鼓里的。首先应该强调的是,大肆宣传的高关税只是由世界195个国家中极少数国家实施的。

即使在欧盟内部,尽管有十几个欧盟成员国投票支持高关税,但有15个成员国投下反对票或弃权票。其次,指责中国电动车发展是大规模补贴、非市场行为和国家有意引导产能过剩政策的结果说法,并没有得到确凿数据支持。

这些说法被西方媒体和其他反华利益游说团体重新演绎,包括中国剥削廉价劳动力、在血汗工厂雇用儿童、窃取其他国家的智识财权、抄袭行为等。

我们所看到的这些对中国电动车指控——就像那些关于压迫维吾尔人、专制中国共产党在镇压中国民众中扮演的角色以及其他类似的指控一样——是没有证据的;所提供的任何“证据”都被操纵或故意歪曲。

中国的回应是谴责提高关税是保护主义行为和无视世界贸易组织(WTO)规则。中国也警告称,将采取报复措施作为回应。

独立分析员指出,中国在电动车产业以及包括锂电池和光伏产品在内的更大新能源产业的主导地位是建立在技术创新、完整的产业链和供应链,以及充分市场竞争的基础上的。这是创造力、效率和比较优势的结果;而不是补贴或任何其他不公平贸易行为。

当下,西方以中国采取补贴和产能过剩政策为理由阻止廉价汽车进入西方市场不仅是虚伪的,其也剥夺了西方消费者获得更便宜、高品质的中国产品之机会。

无可争议的事实是,西方所有经济领域——工业、农业甚至金融——都曾在政府为促进国家发展和经济前提下接受过许多补贴和其他特殊援助。

以为为近期西方一些主要国家对本国汽车产业提供的补贴清单:
通用汽车,美国570亿美元补助
福特,美国400亿美元补助
欧资车商斯泰兰蒂斯,美国200亿美元补贴
丰田,美国66亿美元补贴
特斯拉,美国33亿美元补助
大众,美国39亿美元补助
17亿美元给通用汽车和斯泰兰蒂斯
150亿美元给斯泰兰蒂斯
92亿美元给福特
138亿美元给未经批准的电动车公司
163亿美元给大众汽车
140亿美元给丰田

值得注意的是,“三人帮”(美国、加拿大和欧盟)指责中国工业和制造业取得进步的所有不公平做法,实际上都是中国从西方身上学习或模仿的。

如今最大的不同在于,中国大部分的新工业和制造业生产都集中在太阳能、风能和电动车技术等再生能源领域,世界尤其是西方消费者需要这些技术来建立更清洁、更永续的世界。

林德宜《电动车与内燃机汽车:西方新反华战场》原文:EVs and ICEs: West Prepares New Anti China Battle Ground

Consumers are finding their purchase of a car today as the latest economic battleground of the United States, Canada and European Union countries in their effort to take down China.

In the last 15 years, China has risen to become an industry leader in the car and vehicle industry. This industry is next only to the health and life insurance industry in terms of global revenue.

However it is the leading one in respect to economic indicators of manufacturing, employment, profitability, etc. It plays a strategic role in the national economies of all leading developed nations. This can be seen in the car industry’s growth in Japan and South Korea which played a key role in their economic rise. At the same time, the decline of the United Kingdom car industry has been a major factor in its fall amongst leading manufacturing countries.

The global automobile market size in terms of revenue was worth around USD 2810.63billion in 2022. The automobile market value is predicted to grow to around USD 3969.84billion by 2030 with a compound annual growth rate of over 4% between 2023 and 2030.

During the past decades, the revenue and profits from this were entirely taken up by petroleum and diesel driven vehicles. Enter China now as a new player with its EV development. 

In response, preparations for this highly profitable battleground are being put in place by the Biden administration. In May the EV sector was hit by Washington with higher tariffs imposed on a wide range of hi-tech products from China. This included 100% tariffs on EVs and 25% tariffs on EV batteries. The US move – an unprecedentedly high quadruple increase – was followed by the EU’s announced provisional tariffs ranging from 17.4% to 38.1% on EVs
imported from China. Canada has since followed the US and EU by its announcement of a 100% tariff on Chinese EV imports.

Background to Partisan Action Against China EVs

Since its earliest development, the car industry has been dominated by the internal combustion engine (ICE). The recent development of electric engines providing an alternative to ICEs is generally agreed to by all stakeholders and stake players in the industry as a game changer in climate change and in creating a less polluted, cleaner and more sustainable world.

According to Earth.Org, a leading environmental news website providing coverage of crucial issues affecting our planet through independent, high-quality journalism: 

If all cars on the road became electric, we could cut almost one-fifth of global emissions. But the benefits of expanding the electric sector go beyond just this:besides being able to enjoy cleaner air, we would be less dependent on conflict-fuelled spikes in oil prices and we would have quieter cities.

So why is it that China, the world’s leader in EVs and other key areas of hi-tech and the green revolution is not praised for its contribution to innovative transportation development and environmentally sustainable growth but instead is being penalised?

The reasons are clear. But they are missing to anyone reading from official sources in Washington, Brussels and Ottawa. Firstly it should be emphasised that the high tariffs imposition given so much publicity is by a tiny minority of the 195 countries of the world.

Even within the EU itself, although a dozen EU members voted in support of the tariffs, the majority of 15 voted against or abstained. Secondly, the claim that China’s EV development has been an outcome of extensive subsidies, non-market practices and intentional state directed policy of over-capacity has no hard data to back it up.

These claims have been reconfigured by the Western media and other anti China interest lobbies to include China’s exploitation of cheap labour, employment of children in sweatshops, stealing of intellectual property rights of other countries, copycat practices, etc.

What we are seeing with these EV accusations – as with those made about the oppression of Uyghurs, the role of an authoritarian CPC in repressing the Chinese population, and other similar accusations – is that they have no evidence; and whatever “evidence” presented has been manipulated or deliberately misrepresented.

The Chinese reply has been to denounce the tariff increase as acts of protectionism and a disregard of World Trade Organization (WTO) rules. China has also warned that it will undertake retaliatory measures in response.

Independent analysts have pointed out that China’s dominance of the EV industry and the larger new energy industry, including lithium batteries and photovoltaic products, has been built on technical innovation, complete industrial and supply chains, and full market competition. It is an outcome of creativity, efficiency and comparative advantage; and not of subsidies or any other unfair trade practice.

The issue of subsidies and over capacity now in play to prevent affordable vehicles from making inroads into Western markets is not only hypocritical. It also deprives western consumers of cheaper and high quality Chinese products.

The incontestable fact is that all economic sectors of the West – industrial, agricultural and even financial – have been recipients of subsidies and other special assistance provided by numerous governments to advance their national development and economies.

A listing of recent subsidies provided by some leading Western nations to their own car vehicle industry turned out the following data 
GM $57B US Subsidies
Ford $40B US Subsidies
Stellantis $20B US Subsidies
Toyota $6.6B US Subsidies
Tesla $3.3B US Subsidies
VW $3.9B US Subsidies
$1.7B for GM, Stellantis

$15B for Stellantis
$9.2B for Ford
$13.8B for Unproven EV Companies
$16.3B for VW
$14B for Toyota
(see list in “China is Dominating Innovation, Not Just EVs” )

It may be noted that practically every unfair practice that the ‘Gang of Three’ is accusing China of in its industrial and manufacturing progress has been learnt or copied from the West. 

The big difference today is that much of the new industrial and manufacturing production of China is in the renewable energy sector of solar, wind and electric vehicle technology that the world and especially Western consumers need for a cleaner and more sustainable world.

+1
1
+1
0
+1
0
+1
0
+1
0
+1
1
前一篇新闻“大马女神”回应恋情传闻 
下一篇新闻冯振豪:程序不当引发的网红肥皂剧