La Cina sta rapidamente diventando dominante nel settore automobilistico. In che modo ciò influirà sull’UE e sulla sua industria automobilistica, uno dei maggiori datori di lavoro nell’UE?
https://i.redd.it/bfdxoaxyfe8e1.png
di DrMelbourne
La Cina sta rapidamente diventando dominante nel settore automobilistico. In che modo ciò influirà sull’UE e sulla sua industria automobilistica, uno dei maggiori datori di lavoro nell’UE?
https://i.redd.it/bfdxoaxyfe8e1.png
di DrMelbourne
25 commenti
Image taken from a video in a news article:
[https://news.sky.com/story/the-electric-shock-behind-europes-stuttering-ev-future-and-how-china-has-leapfrogged-major-car-exporting-nations-13267440](https://news.sky.com/story/the-electric-shock-behind-europes-stuttering-ev-future-and-how-china-has-leapfrogged-major-car-exporting-nations-13267440)
The short answer is that it will raise prices and people will lose jobs. And bring a bit of confusion and uncertainty to the market.
Europe can’t build batteries. I don’t see the EU investing in it the way China does.
Honestly, the only way I see forward – the EU has to move away from car dependency; focus on top notch public transportation, (e) bicycle infrastructure, walkable cities, and finally shared cars.
Not going to happen, but unless the EU develops the next CATL we simply can’t compete.
China’s eyes a different market compared to that of Western brands, largely due to its customer base and regional focus.
Chinese automakers primarily sell to domestic consumers and the ASEAN region, where customers generally have lower disposable incomes. As a result, the demand is largely for affordable vehicles in the $10k to $20k range.
In contrast, Western brands focus predominantly on the high income markets of North America and Europe, where consumers have more spending power and a preference for higher priced premium vehicles.
This creates a distinct divide in market strategies and target demographics between the two regions.
Therefor total volume (or exports) of sold vehicles doesn’t say much.
Germany and Italy will de-industrialize like the UK and France have already done.
How much margin does Chinese companies have on their cars? Because in the solar sector, pv modules are sold at break even and in sone cases even below.
More tariffs will come and Europe needs to fix the electrical prices
I think Europe cannot compete anymore from a price standpoint. In my country a VW id4 costs more than 30 000 euros while a BYD Song plus is around 20 000. Now that might be because of different reasons like government subsidies in China but at the end it doesn’t matter. Yes EU can tax China vehicles but the world is not the EU only.
I also think european governments shot themselves in the foot by limiting and slowly phasing out internal combustion engines, especially Diesel cars, which european manufacturers were masters of.
Wishful thinking European workers can compete with slave-like labour conditions and no regulations on environment etc
Europe: move car factories to China
China: become dominant in automotive production
Europe: surprised Pikachu face
But hey, at least our shareholders had it good for a few years!
The unfair thing here, is that this map is showing Germany, not the EU.
For example – here China is dominant, but other sources (from 2023) say China wasn’t
[https://en.wikipedia.org/wiki/List_of_countries_by_vehicle_exports](https://en.wikipedia.org/wiki/List_of_countries_by_vehicle_exports)
China: 199,000
Germany: 230,000
Total EU: 710,000.
Look at it differently. We had one of the most protective car industries. It gave an incentive to hold on to the status quo.
Europe exported and sold all it’s technology and know-how to China for quick profits. And now it’s going to bite them back and will lose much more in the long term. The same is happening with climate change and nature. We fuck up everything for quick profits and it’s going to cost us 10 times as much. But hey, at least a few billionaires got even richer.
Ultimately, it doesn’t matter. Electric vehicles will eventually reach market saturation and rock bottom prices.
The nest market will be autonomous vehicles on a subscription service, where the majority of the profit over the lifespan of the vehicle will not come from its initial sale, but from the fees incurred for the service itself.
Instead of trying to catch up on an uneven playing field, Europe should focus on it’s strengths, customer service, long term planning and large scale logistics are much better suited fields to compete in.
Self inflicted by the industry ICE giants. Lobby money instead of R&D into EVs – until they are way behind- is a poster child for just how arrogant and corrupt the Big Five really were- and nmow it has bitten them HARD. Remember the emissions scandal.
[Volkswagen to invest €2.5 billion in China](https://www.dw.com/en/volkswagen-to-invest-25-billion-in-china/a-68798024)
The Norwegian Automotive Federation conducts EV tests twice a year, once for summer and once for winter. The results of these tests often have a significant impact on sales. Chinese EVs have performed well in terms of range versus price the past 2 years. The BDY Seal U has a promised range of 500 km and achieved 499 km in the latest winter test for budget-class vehicles. Other models in that group experienced range losses ranging from 50 to 96 km. I have no doubt that this performance will again lead to a spike in their sales in Norway. As the Seal U is already a common sight in my town. Tho not as much as the Teslas, Hyundai, WV, or Volov EVs… But still noticeable
China will dominate the EV and green sectors. Problem with the west they are being bought by big oil companies to not adopt green energy programs or EV cars…If it wasn’t for tariffs placed on chinese made cars Im sure many more people would buy them there is a huge demand for affordable EV cars.
If Volkswagen could stop producing garbage, their financial woes would be over so quickly
EU now needs to decide whether they prefer a quicker transition to EVs by letting chinese cars into the market without taxing them into oblivion (and therefore give a substantial help in the fight against climate change) OR defend european manufacturers and their profits/worths as companies while knowing for a fact that they’re incredibly behind the cost-effectiveness and technological advancement of chinese automotive companies, inevitably delaying the ecological transition but keeping our economy stronger and saving the jobs of many people
I just know the US has a 100% import tax on chinese vehicles and you don’t see them in their market. So tariffs work, in a certain way. It comes at a price though, especially considering most of europe is more poor than most of the US states
Totally surprising with the lobbying for keeping fossil fuels and freely giving china all knowledge for market access plus building cars with huge win margins and not cars people need.
But no, no it must be people not working hard enough!
It will affect it in a bad way. Look at the debt troubles with VW group. They had ample opportunity to pivot to NEV and they didnt want to lose what was the golden goose of high-end European ice in China. The demand isn’t there anymore and it happened real fast and the NEV supply from Beijing and its subsidiaries is ready to supply the vehicles. They are prepared and willing to race to the bottom on pricing to kill legacy auto. Expect consolidation next year allready happening in Japan.
Go big or go home.
Blame European manufacturers for not adapting electric cars sooner. Let them die.
The EU can’t match a centralized driven economy such as China. And to make things worse the EU auto industry is canibalizing itself competing with each other in an overcrowded market and losing their export market to China , despite some kind of sinergie experiments in recent years like merging production line capability and shared auto parts. It also doesn’T help that the EU has this “regulate first , execute second , inovate third ” policy approach which has been damaging to the highly competitive and quick paced auto industry. If the EU starts subsidizing Euro brands so that they can compete with China or imposing higher tariffs it will only backfire on EU’s already cripling economy. I think we will see historical manufacturers closing down and perhaps major groups like Stelantis and VW will have to settle with a joint venture if they want a chance to compete against Chinese Inovation.