1. Ncaj nraim lag luam nkag: US ntawm Asmeskas lub qhov rooj Slams kaw
Evport Collapse:Pre-se-zaum, tsuas yog 12,4 {5}} 0 Suav-hom els nkag rau Asmeskas hauv 2023 (0.2% ntawm tag nrho cov kev muag khoom). 100% sediff tam sim no cov thawj coj tus nqi zoo li byd foob (Suav: 28,6, {000 Tesla Qauv 3.
Lub tsheb muaj dej khov:Tsoos tsheb ua ntsej muag 25% cov nqi se (nce los ntawm 2.5%), ntaus pob khoom kim heev. Hongqi tau npaj peb nkag los (H9 Sedan, 55, {5}}}}} tam sim no}}}}}}} Tsis muaj kev sib tw tiv thaiv German Rivals.
Cov ntaub ntawv taw tes:Teb chaws Asmeskas teb chaws Suav teb plummeted 98% niam nyob rau lub Rau Hli 2024, tsuas yog 234 unitected cleared-feem ntau ua ntej-t se-typed.
2. Lub Mev Lauj Luj Yws
Suav lub automakers 'Mev ntau lawm cov phiaj xwm lub ntsej muag pom kev hem thawj:
Nroog hresholds:Peb tam sim no yuav tsum tau75% North American cov ntsiab lus(Up ntawm 62.5%) rau TARIFF-dawb nkag tau hauv USMCA. Byd's Mexico-ua Dolphin tam sim no cov khoom siv 58% Cheebtsam los ntawm Tuam Tshoj.
Los tiv thaiv cov phiaj xwm:USWRENTORE CARREARY CUPROCKS TUPERMING 23, {000} Lus Suav Suav-Brand Tsheb Shipped ntawm Mexico Hauv Q {3}}. SAIL MG5 (60% Suav Tshooj) Tam sim no ntsib 35% rov qab ua haujlwm.
Rau hauv av:JAC cov tshuab raj halted kev tsim kho nws $ 1.2B Nuevo León cog rau Lub Rau Hli 2024, rov ua nyiaj rau Hungary.
3. Cov roj teeb ntaus cim pov tseg los ntawm cov saw hlau
Cov 25% se rau cov roj teeb lithium-ion (nce los ntawm 7.5%) cuam tshuam nrog Tuam Tshoj tus kab ntawv txuas ntxiv:
Cell Economics:Catl's LFP roj teeb ntim 76 \/ kwhomesticallyvs.76 \/ kWhomesticallyvs.110 \/ KWhdomalSticallyvs.110 \/ KWh
Cov ntxhia ua si:Graphite tails ({0% → 25%) hem tias hemina 75% cov khoom siv hluav taws xob ntxiv. BTR TSHIAB KHOOM Cov pab pawg tshiab yog cov moes hauv mozambique rau kev txwv tsis pub dhau los.
Cov lus teb hloov tshiab:TYD DEBUTED nws "CTB 3. {{{}" Pob roj teeb rau hauv Lub Xya hli ntuj 2024, txo cov nyiaj ntsuab ntawm 40% rau Sidestep ntxhia cov ntxhia.
4. Cov teb chaws Europe Tail Tightrope
Ua raws li peb cov neeg Asmeskas tsiv, EU ua kom tiav nws cov kev pab them rau cov hnub qub hauv Lub Rau Hli 2024:
Cov nqi kawm tiav:TYD: 24%, Gebely: 23%, SIS: 43%.
Kev Kho Txog Tus Kheej:Nio nrawm nws $ 800m Hungarian nroj txaws ncua sij hawm rau 2025 (los ntawm 2027), thaum XPAP pib xa G9 sucts nrog Turkish-ua ke pob khoom (15% cov ntsiab lus hauv zos).
Kev Lag Luam Kev Lag Luam:Suav Ev cov nkoj xa mus rau EU poob 18% niam nyob rau lub Rau Hli 2024, tab sis MG's Cyberster Road (55% cov ntsiab lus hauv zos) pom cov ntsiab lus triple.