Within a week, Trump’s trade war will target a wider range of Chinese goods. In the short term, the impact of Trump’s seemingly tough new tariff on the traditional manufacturing of automobiles may not be as deep as the industry desired. The US’s largest auto market is in China, and the current Chinese auto manufacturing industry’s ability to sell back Even if the U.S. maintains a 2% tariff, the returning vehicles from China's ports will not be able to reach the same order of magnitude as those of Buick and Ford. Aluminum Bottles For Daily Chemical Products Aluminum Bottles For Daily Chemical Products,Shampoo Aluminum Bottle,Hand Sanitizer Gel Aluminum Bottle,Cleaning Spray Aluminum Bottle Jiangsu Hanmo Tecchnology Ltd,.Co , https://www.jshanmotecho.com
From the standpoint of the several Huaxia Times automakers that were contacted by the China-US Huamei Automobile Manufacturing Corporation, it can be seen that the automakers that have a large number of export trade in China have stepped up the pace of localization. While abandoning the traditional trade and proceeding from the new energy manufacturing sector that Trump cares about, many new energy generators are evolving in this round, and they need to be vigilant enough to prevent the hollowing out of the industry after the technology blockade.
Tesla or more dangerous than the traditional US Department of <br data-filtered="filtered"> In the current Sino-U.S. automobile trade pattern, the Chinese output is mainly automotive spare parts, a small amount of U.S.-backed cars and electric buses, while the U.S. For the vehicle, there are many non-traditional car manufacturers such as Tesla that rely entirely on the import channels, but also include the JEEP brands of GM, Ford and FCA Group.
After Trump announced the above tariff decision, the prices of GM, Ford and FCA, the three largest car makers in the United States, dropped by 3.9%, 3.0% and 2.8%, respectively.
According to previous reports from OEMs, the GM-owned Biekeangkewei and Cadillac CT6 models were all sold back to the US market in the form of imported vehicles. GM China stated that “the information company needs to know more details†and promised to release an official statement at the right time.
Ford China said in an interview, "We hope that both governments will work together to solve the problems between the two major economies." The US automaker announced in June 2017 that the fourth-generation Fox (fourth-generation model) sold in the United States since 2019 will be imported from China.
Currently, Chrysler (China) Automobile Sales Co., Ltd., which basically relies on import trade in its profit structure and channels, is fully promoting the local production of the new JEEP large commander at its Changsha plant. At present, in the terminal market, this car sales company, which is known for its sales, is speeding up PK with flexible price-performance tactics and with Jaguar Land Rover, Volvo and other car companies that are also trying to gain greater market share in this market.
But Alan Musk, the CEO of Tesla Motors, which really started to impose tariffs, should not only be faced with the fact that Shanghai’s Lingang base is currently down. The first thing to do is to respond to the Chinese government’s trade countermeasures. system. Backdated from December 15, 2011 to December 14, 2013, the Ministry of Commerce issued an announcement announcing that according to the provisions of China's anti-dumping and countervailing regulations, the export volume originating in the United States is 2.5 liters or more. Anti-dumping duties and countervailing duties are levied on cars and off-road vehicles. The implementation period is two years. During this period, some US imported cars had to increase their prices and their competitiveness in the Chinese market was seriously impaired.
Taking into account Tesla's electric vehicle background, perhaps the Chinese government will not choose the new energy sector as a trade cut for the needs of industry protection. However, Tesla has not tried the channel-building mode for many years, mainly relying on electricity. The sales strategy of the sales may be the same as that of the salesman, and it is temporarily impossible to find a better channel for the Chinese market.
German-Japanese Reactions <br data-filtered="filtered"> Market opportunities are often fleeting, and it is you who come and go and return.
When Cadillac just turned over and seized the fourth place in the Chinese luxury car market in addition to the BBA last year, it first needed to face another zero-sum game in the SAIC system. On March 23, before the U.S. government made a statement, Audi officially announced its cooperation with SAIC and there were market rumors that the two companies would form a sales company in Hangzhou that covers three systems: FAW Audi, SAIC Audi, and Audi. Audi's rumors began from the end of 2016 until March.
With the addition of Audi, SAIC will bid farewell to the era of only one Cadillac luxury car brand and officially owns a first-tier luxury brand. A supplier from the Jiangsu and Zhejiang regions of the SAIC supply chain stated: “In the past, it was only for the general and mass systems. Audi's participation will greatly enhance SAIC's own supply chain level. At the same time, direct beneficiaries include SAIC-Volkswagen. Party also includes SAIC passenger cars."
In other words, in addition to the US Department's options, SAIC just had an extra German channel in March, and China-EU cooperation may gain more negotiation space due to the impact of tariff events. The reporter took particular note of the details. Last week, Volkswagen (China) cooperated with North and South China Volkswagen to release several SUVs in China. There were even two new products that were specially created for the Chinese market, and the new Volkswagen models directly faced with competing products. The market will be the existing space for Buick and Chevrolet.
Similarly, from the Toyota side, during the two sessions, Toyoda President Toyoda took off in Beijing, and Toyoda's father, Shoujiro Shoujiro, also rushed to Beijing. For the purpose of Toyota’s highest level, the official government maintained this. Silenced. According to Bloomberg's disclosure, Toyota began suspending autopilot test drive in California and Michigan in March and announced that the L4 drive test was suspended.
The road tests in the United States are only part of Toyota's autopilot program, and for the US, Google, General Motors, and Ford, it will be all of them. The suspension of the L4 was not included in the Toyota’s autopilot strategy, but it was a top priority for Google, which rushed to mass-produce L4 in late 2018 and mass-produced L4 in 2019.
It can be said that Toyota will use its "small sacrifice" in exchange for the "great sacrifice" of rivals such as Google and General Motors. It will advance at its own pace, but it will either use its own rhythm to force its opponent to stop or it will raise you repeatedly.
Preventing technological hollowness <br data-filtered="filtered"> The purpose of Toyoda's visit to China cannot be speculated until Toyota's official explanation is obtained. However, a clear signal issued by Toyota is worthy of alerting all new Chinese automakers and capitalists betting on new energy.
In addition to the Chinese market, the major sales destination for Japanese OEMs is the United States. Therefore, the focus of its vehicle layout and technology foresight is also focused on the high speed of the US market. If we only observe the wrestle between China and the United States from the perspective of trade, in addition to the buying and selling relationship, the flow of funds will not gain more open space. Or, if Toyota Akio only cares about a U.S. origin model, can it export to China, or a Chinese-made hybrid engine, can be sold back overseas, and it is easy to narrow the thinking of global car owners.
The Toyota Group’s car companies really care about the comprehensive analysis of how the Chinese and U.S. governments are in a brand new situation. How both parties deal with the energy structure, market guidance, and competition in new technologies and core intellectual property fields. Whether it will lead to inaccurate R&D routes and market judgments by multinational car companies.
A fairly obvious example is that as many as thousands of new energy vehicle supporting enterprises gathered in the Jiangsu and Zhejiang provinces, only waiting for the approval of the National Development and Reform Commission and the Ministry of Industry and Information Technology, the number of new energy vehicle projects approved reached 100, and it seems that there is a blue ocean market space. Only a handful of complete vehicles and supporting companies have mastered battery, motor, electronic control, and automatic driving development core technologies.
On the other hand, the U.S. side has seen elephant giants such as Google’s auto-drivers in the field of automated driving, Ford and GM turning their elephants in their own operations, or technology giants such as Qualcomm and Invista that are able to influence the prospects of auto network consolidation. In reality, this is the key factor for the current global car companies in the determination of the limelight.
An interview with reporters from a Fujianese Taiwanese businessman who declined to be named in the Foxconn supply chain said: “The experience of Taiwanese companies plowing in the Soviet Union and the Guangdong market for many years tells us that as long as we rely on scale to solve the problem, the mainland market can rely on The problem is that when you are accustomed to the traditional model and the technology becomes hollow, the business and industry people want to develop into a brand business. It is difficult to climb to the sky. "I believe this sentence is not just about many traditional car companies. Hearing, for many of the new forces determined to break down industry barriers and hope to use capital to shuffle the manufacturing circle and upgrade the intellectual circle, it is equally useful - to explore the ten billion trade war and learn that Toyota does not follow suit; otherwise, sooner or later It became the meat dish of others.