'Godfather Of EVs' Warns Against Hybrid Focus As China Leads EV Race: 'Tariffs Just Make Indigenous Industry Lazy'
'Godfather Of EVs' Warns Against Hybrid Focus As China Leads EV Race: 'Tariffs Just Make Indigenous Industry Lazy'
Amid the global shift towards electric vehicles, Andy Palmer, often referred to as the "godfather of EVs," has issued a cautionary note to automakers. He warns against prioritizing hybrid vehicles over fully electric models, a strategy he believes could leave them lagging behind Chinese competitors.
在全球向新能源汽車轉型的過程中,安迪·帕爾默,常被稱爲「新能源汽車教父」,對汽車製造商發出了警告。他提醒不要將混合動力汽車置於全電動模型之上,他認爲這種策略可能會使他們落後於中國競爭對手。
What Happened: Palmer, a former Aston Martin (OTC:AMGDF) CEO and Nissan (OTC:NSANY) executive, highlighted the rapid advancements made by Chinese automakers like BYD (OTC:BYDDY) in the electric vehicle market. These companies have gained significant ground domestically by offering cost-effective and technologically advanced vehicles.
發生了什麼:前阿斯頓·馬丁(場外交易:AMGDF)首席執行官兼日產(場外交易:NSANY)高管的帕爾默強調了中國汽車製造商如比亞迪(場外交易:BYDDY)在新能源汽車市場上取得的快速進展。這些公司通過提供具有成本效益和技術先進的汽車,在國內市場上獲得了顯著的優勢。
"The Chinese cars are bloody good. The Chinese vehicles offer remarkable value for money for what they deliver," Palmer said.
「中國的汽車非常出色。中國的車輛在他們提供的價值上非常超值,」帕爾默說。
Palmer pointed out that Chinese brands excel in battery technology and software, providing exceptional value.
帕爾默指出,中國品牌在電池科技和軟體方面表現出色,提供了卓越的價值。
Palmer attributed China's success in the EV sector to its strategic industrial policies, which have seen the government invest over $230 billion in subsidies since 2009. During his time at Dongfeng Motor Company, a joint venture with Nissan, he witnessed China's aggressive EV strategy firsthand.
帕爾默將中國在新能源汽車領域的成功歸因於其戰略性產業政策,自2009年以來政府已在補貼上投入超過2300億美元。在他擔任東風汽車公司的期間,這是一家與日產的合資企業,他親眼目睹了中國積極的新能源汽車策略。
In response to China's rise, the U.S. and Europe have implemented tariffs to protect their industries. However, Palmer argued that such tariffs could stifle Western competitiveness.
爲了應對中國的崛起,美國和歐洲實施了關稅以保護各自的行業。然而,帕爾默認爲這樣的關稅可能會抑制西方的競爭力。
"My experience with tariffs is it just makes your indigenous industry lazy. The gap becomes even bigger," he said.
「我對關稅的經驗是它只會使本土產業變得懶惰。差距會變得更大,」他說。
He urged automakers to prepare for fierce competition with Chinese firms, especially in Europe, where companies like BYD and Xpeng are expanding.
他促使汽車製造商準備與中國公司進行激烈競爭,特別是在歐洲,像比亞迪和小鵬這樣的公司正在進行擴張。
Why It Matters: The global electric vehicle landscape is rapidly evolving, with China leading the charge. According to a report from September, 50% of new car sales in China are electric, compared to just 10% in the U.S. This disparity highlights the impact of protectionist policies, such as the Biden administration's recent tariffs on Chinese goods, including a 100% tax on electric vehicles.
重要性:全球新能源車市場正在迅速演變,中國正引領潮流。根據九月份的一份報告,中國新車銷售中,新能源車佔比達到50%,而美國僅爲10%。這一差異凸顯了保護主義政策的影響,例如拜登政府最近對中國商品徵收的關稅,包括對新能源車的100%的稅。
In November, China escalated its trade dispute with the European Union by lodging a formal complaint with the World Trade Organization over the EU's tariffs on Chinese-made EVs. The EU's decision to impose tariffs of up to 35% on Chinese EVs was seen as a response to perceived unfair business practices.
在11月份,中國通過向世界貿易組織提出正式投訴,對歐盟對中國製造的新能源車徵收關稅的法律行爲升級了與歐盟的貿易爭端。歐盟決定對中國新能源車徵收高達35%的關稅,被視爲對感知到的不公平商業行爲的回應。
Meanwhile, BYD expects it would surpass Tesla Inc. (NASDAQ:TSLA) in BEV sales by 2024, fueled by a 21% increase in EV sales and strong market projections in China.
與此同時,比亞迪預計到2024年將超越特斯拉公司(納斯達克:TSLA)在電動車銷售方面,受益於新能源車銷量的21%的增長以及中國市場的強勁預測。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
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