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Text | Lazy sheep sheep
Preface
After the G7 group increased tariffs on Chinese electric vehicles from 25% to 100%, the European Union even came to join in the fun.
The European Union announced on June 12 that it will impose temporary tariffs on Chinese electric vehicles, which will be implemented from July 4.
The reason why it is said to be temporary is because last year, the "agent" von der Leyen of the United States took the lead in conducting a countervailing investigation on mainland electric vehicles.
But halfway through this year, the results of the survey have not yet come out, so this time the EU tariffs are just a "statement".
However, if the EU's plan to impose tariffs on China is officially launched, what kind of phenomenon will the mainland electric vehicle industry face?
What kind of countermeasures will the mainland take?
Join in the excitement of the European Union
Since the rise of electric vehicle companies in mainland China, it has swept the automobile market of various countries around the world in an instant.
"Good quality and low price" has become the advantage of electric vehicles in the mainland, and there have been scenes of "Made in China" everywhere in foreign markets.
In 2023, the production of electric vehicles in mainland China has come to 9.587 million units, which is not the most shocking.
Because there is no market for manufacturing so much, it is definitely not possible, but in 23 years, the sales volume of electric vehicles in the mainland came to 9.495 million!
Such data is enough to reflect that in today's automotive industry, electric vehicles must be the most popular.
In 23 years, the development of the mainland's domestic electric vehicle industry has almost reached its peak, and the export of electric vehicles has reached 1.203 million.
Among them, Europe alone imported about 457,000, accounting for 38% of the mainland's electric vehicle exports.
It is a major exporter of electric vehicles in the mainland, and this is only the first step in the globalization of electric vehicles in the mainland.
Chris McNally, an analyst at the investment bank Evercore ISI, once analyzed China's electric vehicles and said: "China will lead the recovery of the global automotive industry." ”
This is not unreasonable, because since 1885, the automobile has been around.
So far, the brands that can stay have their own stable market.
In this peaceful competitive environment, everyone tends to "live and work in peace" in their own field.
And now the mainland electric car has swept the world, which has directly broken this peaceful market.
Car brands are starting to feel the pressure to make decisions about competing markets.
That's why prices in today's automotive industry are so volatile, in large part because of the advent of electric vehicles.
The United States, which has not been affected by much fluctuation, wants to fire the "first shot" on the mainland's electric vehicles.
On May 14 of this year, the United States directly announced that it would increase tariffs on the mainland from 25% to 100%!
This means that the cost of importing mainland electric vehicles will double, and mainland electric vehicles can quickly sweep the world, relying on "good quality and low price".
The United States has directly doubled the cost price, resulting in the mainland's negligible advantage.
The purpose of the United States in doing this can be said to be a trade protection measure, reducing the import of electric vehicles from the mainland, to protect the development of electric vehicles in its own country.
The U.S. has quadrupled tariffs, a trade measure that has greatly affected the mainland's EV exports.
This approach of the United States does not give us any chance to fight a trade war or a price war at all.
In this regard, Swedish Prime Minister "Kristersson" said: "Regarding the tariffs, we agree that this is a bad idea. ”
It hasn't been a month since the tariffs imposed by the United States on the other side, and the European Union is about to join in the fun.
The EU wants to temporarily impose a round of tariffs on the mainland's electric vehicle housekeeping, which will not have much impact on the mainland.
However, in the long run, it may bring some uncertainty to the development of electric vehicles in the mainland, but it is not a problem that cannot be solved.
Because if Europe really wants to weaken the continent's electric vehicles, it must raise tariffs as high as the United States, and only in this way can it protect Europe's own auto industry.
But today, the momentum of electric vehicles in the mainland can no longer be stopped by a certain country by increasing tariffs, and the world is not only these countries.
If this market doesn't work, we will open up new markets, such as "Indonesia".
Global.com-2024-05-14"The United States announced that it will raise tariffs on Chinese electric vehicles from 25% to 100%, Swedish Prime Minister: It's a bad idea! 》
China Youth Network-2024-06-17"The EU wants to impose tariffs on Chinese trams, and China can respond with two sets of plays"
China Industry Network-2024-01-31"China's New Energy Vehicles Are Popular in Overseas Markets"
Where will China's electric vehicles go?
Other countries want to protect themselves, but Indonesia is opening its doors to the mainland electric vehicle market.
In the past six months of this year, in the first four months, mainland electric vehicles have sold 48,000 units in Brazil.
This is a full "8 times" higher than the previous year, which not only expands the export market of electric vehicles in the mainland, but also can promote the economic development of Brazil.
Nowadays, it is normal for mainland electric vehicle companies to be squeezed out and suppressed.
But if someone takes the lead, there will definitely be a second, third, or even more like this.
The EU will increase tariffs on the mainland, except for someone to take the lead and protect its own businesses.
The most important thing is the internal reasons of the European Union, the collapse of the Soviet Union, and the big brother left a lot of good things.
This will inevitably be coaxed by European countries, and Germany will enjoy a lot of dividends in it.
And German cars are quite famous in the mainland and even the world, such as "BMW, Mercedes-Benz, Volkswagen" and other well-known brands.
These three brands must be the most familiar to everyone and have occupied the mainland market for a long time.
Moreover, Germany's main focus is on oil cars, not trams, and there is not much conflict between the two.
In the face of the increase in tariffs on electric vehicles in the mainland, the Ministry of Commerce of the mainland "sounded the clarion call for counterattack".
On June 17, China's Ministry of Commerce announced: "From June 17, 2024, an anti-dumping investigation will be initiated on import-related pork and pig by-products originating in the European Union." ”
At this time, many people will ask, what does pork have to do with the electric vehicle industry.
This brings us to "France, Italy, and Spain," which are three major exporters of agricultural products to the mainland.
Spain is the largest exporter of pork to the mainland.
In 2023, Spain will export 560,000 tons of pork-related products to the mainland, worth a full 1.2 billion euros, and the batch products account for 20.3% of Spain's total pork exports!
And places like "pig ears, pig trotters, pig intestines", Europeans can only stare dryly when they see it, because they can't do it.
Therefore, most of these parts have to be exported to the mainland.
Now, once the mainland changes the importing country to other countries, it will be a very big blow to the European countries.
Subsequently, there was news that "Germany and Italy" were going to visit China.
Sina News Comprehensive-2024-06-16"After the G7 Summit, Italian Prime Minister: Plans to Visit China in the Next Weeks"
Observer.com-2024-06-16 "German Vice Chancellor was revealed to be going to China next week, German media: "fierce consultations" are expected"
Sina Finance-2024-06-17"After China's "shot", Spain, a major EU pork exporter: hopes to "have room for negotiation""
Economic Daily News Client-2023-10-26"China's Electric Vehicle Nezha Officially Enters the Indonesian Market"
Hunan Daily-2024-06-18Announcement on the Anti-dumping Investigation of Import-related Pork and Pig By-products Originating in the European Union
epilogue
The mainland has never wanted to have a stalemate in relations with the EU, and now it seems that some EU countries have the sincerity to cooperate, but some countries do not have the slightest sincerity.
Then the best way is to "break them one by one", cooperate with those who are sincere, and let them "sit on the cold bench" if they are not sincere and have bad intentions.
Resources:
Global.com-2024-05-14"The United States announced that it will raise tariffs on Chinese electric vehicles from 25% to 100%, Swedish Prime Minister: It's a bad idea! 》
China Youth Network-2024-06-17"The EU wants to impose tariffs on Chinese trams, and China can respond with two sets of plays"
China Industry Network-2024-01-31"China's New Energy Vehicles Are Popular in Overseas Markets"
Sina News Comprehensive-2024-06-16"After the G7 Summit, Italian Prime Minister: Plans to Visit China in the Next Weeks"
Observer.com-2024-06-16 "German Vice Chancellor was revealed to be going to China next week, German media: "fierce consultations" are expected"
Sina Finance-2024-06-17"After China's "shot", Spain, a major EU pork exporter: hopes to "have room for negotiation""
Economic Daily News Client-2023-10-26"China's Electric Vehicle Nezha Officially Enters the Indonesian Market"
Hunan Daily-2024-06-18Announcement on the Anti-dumping Investigation of Import-related Pork and Pig By-products Originating in the European Union
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