1. The United States is "closed to itself" and suppresses China's leading projects, Biden is asking for trouble, and the US media is pessimistic.
Recently, Wall Street and other U.S. reports have reported thatUnited States**It is planned to start in 2024 for American productionElectric vehiclesIf it is made in ChinaBatterycomponents, will not be eligible for the relevant tax credits. The move was seen as an attempt by the United States to weaken ChinaElectric vehiclesBatteryfield advantages, excluding Chinese enterprises inBatteryChain and the United StatesElectric vehiclesInvest ** outside the chain. The US media is pessimistic about this, believing that this is Biden asking for trouble.
However, this approach is clearly a manifestation of the cautious eye of the United States, which is in the face of ChinaElectric vehiclesBatteryThe leading company in the manufacturing field has chosen the wrong countermeasures. China in the worldBattery** chain dominates and andBatteryIn terms of materials, 90% of the demand has been met. In contrast to this, the development of the United States has stagnated, and in technology andIndustrial chainThere is a certain gap between China and China. Despite the fact that the United States is inBatteryThere are certain reserves of materials in terms of resources, but in the face of the high efficiency and low cost of China's rare earth mineral industry cluster, the United States has to export rare earths to China for processing and manufacturing.
In addition, China also dominates the lithium industry. Australia and Chile are the world's largest lithium miners, with annual production far exceeding that of the United States. And China has mastered advanced refining production technology, and in lithium ore refining and processingBatteryThe production field is at the world's leading level. Therefore, it is difficult for the United States to make a breakthrough in the lithium battery industry.
United States**Trying to do so by restricting China inElectric vehiclesBatteryfield of advantages to protect domestic industries, however, they may underestimate China in the worldBatteryPosition in the chain. ChinaBatteryEnterprises occupy more than half of the global market share, no matter how the United States suppresses it, the United StatesCarsManufacturers still need to import into ChinaPower batteryor lithium produced in ChinaBattery。This approach not only dealt a blow to the real interests of American businesses, but also reduced theirsProduct competitiveness, which will also cause discontent in other countries.
In addition, according to relevant statistics, the United States has about 879% lithium-ionBatteryImports come from China, and some of them come from Chinese companiesBYDand so onBatteryand othersPower batteryProducts. This proves once again that China is inElectric vehiclesBatteryThe dominance of the field, the United States can not reduce against ChinaElectric vehiclesThe dependence of the product chain can only continue to rely on ChinaBatteryEnterprise.
Not only that, but what the United States is doing will have a global impact as wellIndustrial chainNegative impact. China inElectric vehiclesBatteryWith leading positions in the production chain, it could take decades for other countries to catch up with China. U.S. attempts to weaken China's leading position will only lead to the worldIndustrial chainand ultimately have a negative impact on the global economy.
United States**This policy has caused widespread dissatisfaction and criticism. Not only Democratic senators are unhappy with this, the United StatesCarsManufacturer's representativeWashingtonMost of the primaryCarsmanufacturer's".CarsInnovation Alliance" President and CEO John ABroseNone of these materials are exempted, Raye said, "there may be no models next year that will be eligible for the tax credit." This reflects the rightUnited States**The practice of general dissatisfaction and rightMarket competitionQuestioning fairness.
In addition, U.S. measures can harm the interests of U.S. businesses. U.S. companies need to import from ChinaBatterycomponent, this policy will directly affect the United StatesCarsmanufacturer's".Product competitiveness。The data shows that every 100 units currently sold in the United StatesCarsOnly about 20 of them meet the requirements for "assembled in North America", which means most of themCarsAll need to be importedBatterySubassembly. Therefore,United States**The approach will be to the United StatesCarsManufacturers cause direct losses.
All in allUnited States**Trying to do so by restricting China inElectric vehiclesBatteryfield to protect their own industries, but they are likely to underestimate China's position in the global ** chain. China inElectric vehiclesBatteryIt has a leading position in the field and has matured and mastered advanced production technology. As a result, U.S. "self-containment" measures are unlikely to work and may have global implicationsIndustrial chainand U.S. businesses. This approach reflects the clumsy performance of American politicians in the global dispute, and only makes the global community more clearUnited States**The ugly face and the nature of the hegemonic state.