As the leader of the global new energy vehicle industry, China is developing overseas in an all-round way, but the United States is blocking the development of Chinese technology.
Previously, Biden signed an "Inflation Reduction Act" in the United States, and consumers can enjoy a subsidy of $2,500-7,500 when buying new energy vehicles (issued in proportion to the battery capacity carried by the model).
However, there is a special stipulation: new energy vehicles to enjoy subsidies must be assembled in North America, and battery materials and "critical minerals" must come from the United States, or from countries with which the United States has a free trade agreement (FTA); After 2023, subsidies will not be available for the purchase of new energy vehicles whose batteries are produced in other countries.
In fact, in layman's terms, it is the use of Chinese-made power battery models, and there is no way to be tax-free in the United States. Therefore, this special policy is alluded to prevent Chinese power batteries from entering the US market.
Recently, this "bill" came into effect, resulting in a large number of electric vehicles in the U.S. market losing their eligibility for tax breaks of up to $7,500 (about 50,000 yuan) because of the use of Chinese power batteries.
According to statistics, the number of electric vehicle models eligible for tax exemption in the U.S. market has plummeted from 43 to only 19, including some Tesla Model 3, all-wheel drive Cybertruck, Nissan Leaf, Chevrolet Blazer EV and so on.
For this policy, car companies selling in the United States have also expressed their stance on how to respond, in order to regain subsidies, including Tesla, General Motors, Nissan and other brands have begun to replace battery manufacturers.
The purpose of this move by the United States is to prevent China's new energy industry from entering the American market, but it may be counterproductive. The data shows that the penetration rate of new energy vehicles in the United States is only 6 in the case of Tesla's big sales6%, which is roughly equivalent to the level of China's new energy industry in 2017.
From the policy level, we will resist the entry of China's new energy vehicles into the US market, and I am afraid that the United States will backfire and bring the new energy industry one step closer to being out.