副标题：汽车制造商和政府害怕中国电动汽车，他们有2300亿个理由

作者：迈克尔·高蒂尔（Michael Gauthier）https://www.carscoops.com/wp-content/uploads/2024/06/Chinese-EV-Production-4-1024x576.jpg

• 据报道，中国已经花费了超过2300亿美元来支持电动汽车公司。
• 在过去几年中，支出大幅增长，据报道，2023 年达到 452 亿美元。
• 政府以各种方式支持汽车制造商，包括资助研发项目。

战略与国际研究中心（Center for Strategic and International Studies）的一项新分析显示，在2009年至2023年期间，中国政府已经花费了惊人的2308亿美元来帮助支持电动汽车公司。这是一个巨大的数字，使美国政府今年提供的10亿美元前期清洁汽车税收抵免相形见绌。

不出所料，大部分支出都是相对较新的。该智库估计，2009年至2017年间仅花费了67.4亿美元。然而，这个数字 “在2018-2020年期间大约增加了两倍，然后自2021年以来再次大幅上升。”

更多：欧盟将对中国汽车征收高达38%的关税，特斯拉获得特殊待遇

虽然这些数字是估计值，但战略与国际研究中心指出，中国政府以各种方式支持电动汽车。这包括退税和销售税豁免以及基础设施资金。最重要的是，政府为自己购买电动汽车，并支持汽车制造商的研发计划。

支持水平各不相同，但政府在过去几年中大幅增加了研发项目的支出。从2009年到2017年，只花了20亿美元。这一数字在2018年跃升至36亿美元，去年攀升至43亿美元。

战略与国际研究中心（Center for Strategic and International Studies）表示，他们的估计“非常保守”，甚至没有考虑到各级政府的支持。这包括地方激励措施、土地赠与、电力折扣和供应商补贴。https://www.carscoops.com/wp-content/uploads/2024/06/Chinese-Car-Production-621-3-1024x683.jpg

说到后者，据报道，电池巨头宁德时代去年获得了高达8.092亿美元的补贴。这是他们在 2018 年获得的十倍多，几乎是 2022 年的两倍。

该组织表示，由于竞争环境已经“从根本上改变”，因此影响是巨大的。这将使“其他国家更难在中国或其他任何销售中国电动汽车的地方竞争”。虽然中国远非唯一支持汽车制造商和电动汽车的国家，但政府的支持量确实是巨大的。

这本身就产生了问题，因为据说该国拥有 200 多家电动汽车公司，但据说很少有盈利的。电动汽车也供过于求，这有助于解释国内的价格战以及对国际市场的日益关注。

虽然战略与国际研究中心（Center for Strategic and International Studies）认为，一些中国汽车制造商最终会倒闭，但一些汽车制造商“肯定会成为全球汽车业的中流砥柱”。

H/T 为 CNBChttps://www.carscoops.com/wp-content/uploads/2024/06/Chinese-Car-Production-621-4-1024x683.jpg

标签 中国电动汽车报告研究

原文阅读

China Has Poured Over $230 Billion Into EV Industry, Study Finds

Automakers and governments are afraid of Chinese EVs, and they have 230 billion reasons why

by Michael Gauthier

18 hours ago

• China has reportedly spent over $230 billion supporting electric vehicle firms.
• Spending has jumped significantly in the past few years and reportedly hit $45.2 billion in 2023.
• The government supports automakers in a variety of ways including funding R&D programs.

A new analysis by the Center for Strategic and International Studies has revealed the Chinese government has spent a staggering $230.8 billion to help support electric vehicle firms between 2009 and 2023. That’s a massive number and it dwarfs the $1 billion that the US government has provided in upfront clean vehicle tax credits this year.

Unsurprisingly, most of the spending is relatively recent. The think tank estimates that only $6.74 billion was spent between 2009 and 2017. However, that number “roughly tripled during 2018-2020, and then has risen again sharply since 2021.”

More: EU To Apply Up To 38% Tariffs On Chinese Cars, Tesla Gets Special Treatment

While the numbers are estimates, the Center for Strategic and International Studies noted the Chinese government supports EVs in a variety of ways. This includes rebates and a sales tax exemption as well as funding for infrastructure. On top of that, the government buys EVs for itself and supports automaker research and development programs.

The level of support varies, but the government has significantly increased spending on research and development programs in the past few years. Between 2009 and 2017, only $2 billion was spent. That jumped to $3.6 billion in 2018 and climbed to $4.3 billion last year.

The Center for Strategic and International Studies said their estimates are “highly conservative” and don’t even factor in all levels of government support. This includes local incentives, land gifts, discounts on electricity, and supplier subsidies.

Speaking of the latter, battery giant CATL reportedly got a whopping $809.2 million in subsidies last year. That’s more than ten times what they got in 2018 and almost twice as much as they received in 2022.

The organization says the impacts are substantial as the playing field has been “fundamentally altered.” This will make it “much harder for others to compete in China or anywhere else where Chinese EVs are sold.” While China is far from the only country to support automakers and electric vehicles, the amount of government support is truly massive.

This has created problems of its own as the country is said to be home to more than 200 EV firms, with few said to be profitable. There’s also an oversupply of EVs, which helps to explain the price war at home as well as a growing focus on international markets.

While the Center for Strategic and International Studies believes a number of Chinese automakers will eventually collapse, it says some will “assuredly be mainstays in the global industry.”

H/T to CNBC