Netease automotive industry 2021-08-07 12:19:44 阅读数:85
The U.S. government is trying to formulate a radical new energy vehicle sales plan , To speed up catching up with China and Europe .
White House official website 8 month 5 A public notice was issued on , Measures will be taken to promote the leadership of the United States in cleaning cars and trucks , The goal is to 2030 year , Half of all new cars sold in the United States are zero emission vehicles , Including pure electric vehicles 、 Plug in hybrid electric vehicle or fuel cell electric vehicle . It is proposed that the average fuel consumption of fuel vehicles should be within 2026 By the current per gallon of gasoline 43.3 Miles up to 52 miles .
Released by the Biden Administration 2030 After the sales target of new energy vehicles in , UAW and ford 、 General motors and Stellantis Jointly issued a joint statement saying , Expressed support for Biden's new energy vehicle plan . BMW 、 ford 、 Honda 、 The public and Volvo Also issued a joint statement , Said it would support the government to achieve the future goal of electric vehicles , And affirm Biden's role in reducing emissions and investing in key infrastructure to achieve these emissions reductions .
The Biden administration has not announced specific policies to support clean cars . however , As early as this year 3 month , The White House has issued a supportive policy .2021 year 3 month 31 Japan , The United States 《 Infrastructure plan 》 Release , Propose to invest in 1740 Billion dollars to support the development of American electric vehicle market , The content involves improving the domestic industrial chain 、 Sales discounts and tax incentives 、 To 2030 Built in 50 Ten thousand charging posts 、 School bus, bus and federal fleet electrification .
Besides , The U.S. Senate Finance Committee also 2021 year 5 month 26 Passed on the th 《 American Clean Energy Act 》 The proposal （ Hereinafter referred to as the proposal ）, The stimulus to new energy vehicles in the proposal exceeded market expectations . The proposal plans to provide 316 $billion electric vehicle consumption tax credit , Increase the tax credit limit to... For eligible vehicles 1.25 Thousands of dollars / vehicle ; meanwhile , Relax the tax exemption for automobile manufacturers 20 Ten thousand vehicles , And will provide 1000 $billion purchase subsidy ; When the permeability reaches 50％ after , The tax credit will decline within three years .
The above measures are intended to further enhance the global position of the U.S. auto industry , Ray, President of the United Auto Workers Union · Kuri said , The global auto industry is on the eve of great changes , At present, the United States lags behind China and Europe in the field of new energy , Automobile manufacturers in these two countries and regions have invested billions of dollars to develop the market and expand manufacturing .
Before that, several major American automobile manufacturers have formulated grand plans for the development of electric vehicles . Ge promises to 2025 To be launched in 30 A new electric car （ New products in the U.S. market exceed 20 paragraph ）, Ford plan 2030 In, the proportion of sales of pure electric vehicles was increased to 40%.Stellantis The group has also previously promised , Plan in 2025 Years ago , Invest at least... In the segment of electric vehicles 300 Billion Euros according to the company's vision , To 2025 year ,Stellantis The group is in the European and North American markets 98% All models will launch electrification options . But so far , There is a huge gap between the penetration rate of electric vehicles in the U.S. market and that in China and even Europe . According to the data of China Automobile Industry Association , First half of this year , China's electric vehicle market penetration has reached 12% about ,6 In January, the market penetration rate of new energy vehicles in eight European countries has reached 19.7%, But the United States is only 3.8%. According to the International Energy Agency （IEA） Statistics , In the current global 1020 Of the 10000 electric vehicles , The United States has only 17% Share , China's share reached 44%, Europe occupies 31% Right and left share .
however , What you can see is , stay 3 After the U.S. government's support policy was introduced in June , The sales volume of new energy vehicles in the US market increased rapidly in the first half of the year , This year, 1-6 In June, the cumulative number of new energy vehicles in the United States increased significantly year-on-year 116%, Outperform passenger cars 88% Increase of .
CICC mentioned in a previous research report , The US overweight electric vehicle stimulus policy will strengthen the global top-down logical verification of electric vehicles , The market of catalytic tram has been fully started , Leaders in all links of the industrial chain are expected to enter the channel of collective innovation , The company will 2025 Years and 2030 In, the penetration rate of new energy vehicles in the United States was increased to 20％ and 40％. Besides , CICC also believes that , The opening of this round of electric vehicle market will accelerate the opportunity for China's local supply chain to go to sea , In the future, the development of global supply chains such as power batteries and four key material fields will continue to be good .
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