The United States is really a little panicked, Biden began to panic, first thinking that the port crane can be used as a Trojan horse, and now he is investigating Chinese cars, under the pretext of *** thinking that Chinese electric vehicles will collect data from Americans and send it back to China.
According to the U.S. method of science and technology warfare, high-end chips are not sold to China, and AI chips are not sold to China, so what is there to worry about? China's technology is so backward, why should we be so worried about Chinese electric vehicles?
China's only advantage is that it has a complete industrial chain of electric vehicles, of which there are about 700,000 supporting enterprises, perhaps the United States panicked that the manufacturing industry began to lag behind China, and now China's manufacturing added value accounts for about 30% of the world's total.
No wonder Musk said a while ago: If there are no ** barriers, Chinese car companies can kill most of the world's car companies, except for Tesla, of course.
Why is Tesla exceptional? Because Tesla fully embraces China's industrial chain, it has achieved 100% localization of spare parts. Even if sales are surpassed by BYD, Tesla still has a place.
Even the New York Times jumped out and said: If there is no China, will the world still be able to make electric cars? The answer is no!
BYD is one of the few enterprises that operate in the whole industry chain, especially the cost of batteries accounts for 40% of the cost of electric vehicles, and BYD has its own battery products.
This also brings BYD electric vehicles a very high cost performance, even if 100% tariffs are imposed, it can still crush most car companies in the world.
In the past, everyone laughed at BYD, and even Musk looked very contemptuous at that time, saying that they would make any products, but now not only can't laugh, but also supports Biden to build ** barriers.
In fact, Tesla has not been affected in China, although Tesla is prohibited from entering in some key public institutions, after all, the body is covered with cameras, at least in the market, these terms are not used to restrict Tesla's sales.
On the other hand, the United States now regards *** as a magic weapon to fight scientific and technological warfare and ** war, lithography machines should be banned, chips should be banned, 5G should be banned, drones should be banned, cranes should be banned, then it is indeed the turn of electric vehicles, anyway, everything can be linked to ***.
Now the United States and the West have begun to target Chinese manufacturing, but this is not a long-term solution, after all, the hollowing out of the manufacturing industry has not been reversed for more than ten years, and now the rush to decouple and break the chain highlights the advantages of Chinese manufacturing.
Many people overestimate the discipline of the United States, shouting about freedom, but in fact they have begun to implement stricter barriers, which are already anti-globalization.
Biden is still convinced that the U.S. auto industry is the strongest, so if you want to resist the entry of low-cost electric vehicles from China, then give it a try!
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