中国汽车制造商奇瑞集团宣布将其在欧洲生产电动汽车的时间目标推迟了一年。这一变动是由于欧盟对来自中国的电动汽车进口实行了临时关税的决定所致。根据与情况熟悉人士透露的消息，奇瑞现在正计划于2025年10月开始在西班牙生产其旗舰车型Omoda 5电动汽车。
对于如何将已在中国部分组装好的汽车运往欧洲进行最终装配一事，奇瑞正在评估这一措施对他们的整体计划可能造成的影响。此前欧盟自7月份起对从中国进口的电动汽车实施了最高达38%的临时关税，尽管这些新税项仍需通过布鲁塞尔与北京之间的谈判来最终确定，但预计会在11月初生效，除非多数成员国对此提出反对。
除了现有的10%进口费外，新的税率将使得中欧双方都需要重新审视各自的在欧洲销售电动汽车策略。面对这一挑战，奇瑞、比亚迪等中国制造商已决定在欧洲建立工厂以避免这些关税，并且欧盟官员已警告这些工厂需要满足一定的当地价值创造要求。
对于西班牙政府而言，他们寄希望于奇瑞能够帮助他们在巴塞罗那前Nissan工厂重新获得1,000个就业岗位。总理在此期间访问了中国并与中国汽车制造商进行了会面，其中包括奇瑞，他宣布了反对新关税的立场。在与奇瑞商讨后的新闻声明中，奇瑞表示将增加其对西班牙的投资。
尽管中欧双方还在考虑是否可以通过控制价格和数量来达成协议以避免反补贴关税，但欧盟正力图实现向清洁汽车转型的目标而不破坏自身重要的汽车行业。这一任务更加困难的是中国在电动汽车和电池单元上的结构性成本优势。
对于Omoda 5车型延期生产的报导由西班牙的Tribuna de la Automoción首次发布。Ebro-EV Motors，奇瑞在西班牙的合作伙伴，未能对此作出回应。根据新的计划调整，工会代表与管理层就将大量员工减少为兼职工作的问题进行了讨论。在原本承诺自10月起将提供超过600个全职岗位的情况下，该工厂的联合企业Chery和Ebro宣布由于产量降低只能提供部分时间的工作。
为此，工会提议增加员工用于培训或工厂翻修等任务，以维持全面就业状态。奇瑞于4月份与Ebro-EV Motors建立了合作关系，计划随后生产Omoda 5和其他Ebro品牌SUV车型。现在除了推迟Omoda 5的燃效型和混合动力车型之外，工厂将在11月18日正式投产两个Ebro车型。预计到2029年，双方计划在西班牙总共生产15万辆车辆，并且将重新雇佣因日产工厂关闭而被裁减掉的1,250名员工。
此外，奇瑞与Ebro-EV Motors合作的目标是在未来几年内每年至少增加7.5万辆的产能。
新闻来源：www.bloomberg.com
原文地址：China’s Chery Delays Plan to Build EVs in Spain on EU Tariffs
新闻日期：2024-09-27
原文摘要：
has pushed back a goal to bring electric-vehicle production to Europe by a year, after the European Union imposed provisional tariffs on EV imports from China. The Chinese carmaker is now targeting output of its flagship Omoda 5 EV in Spain from October 2025, according to people familiar with the matter. Chery is assessing how the tariffs will affect its plan to bring in partially built cars for final assembly, the people said. Added EU duties of up to 38% on imported Chinese EVs took effect on a provisional basis in July, but remain subject to negotiation between Brussels and Beijing. The new levies, which add to an existing 10% import fee, are set to be finalized by early November, unless a qualified majority of member states object. The tariffs have stoked trade tensions and forced automakers in both Europe and China to re-examine their plans to sell more EVs in the region. While Chery, BYD Co. and other Chinese manufacturers are opening plants in Europe to avoid the duties, EU officials have warned that they will be subject to of local value creation.Spain is counting on Chery to reinstate more than 1,000 jobs at the former facility in Barcelona. Prime Minister broke ranks with the EU by announcing his opposition to the new tariffs during a trip to China this month, where he met with local carmakers including Chery. In a press statement after the meeting, Chery said it would increase its investments in Spain.In the talks, Beijing and Brussels are exploring whether an agreement can be reached to control prices and volumes and avert the anti-subsidy tariffs.EU policymakers are trying to engineer a transition toward cleaner vehicles without damaging the bloc’s all-important auto industry. The challenge is made harder by China’s structural cost advantage on EVs and battery cells.Chery officials in Spain and China declined to comment on the Omoda 5 delay, which was reported earlier by Tribuna de la Automoción in Spain. A spokesperson for Ebro-EV Motors, its Spanish partner, couldn’t be reached.The new plan has caused friction with unionized workers who were promised more than 600 full-time jobs in Barcelona starting Oct. 1, with the all-electric Omoda 5 rolling out in the fourth quarter of this year. Managers at the plant, a joint venture between Chery and Ebro, have informed the union that they can only hire workers part-time because there is less work, a spokesperson for the SIGEN-USOC union told Bloomberg.In a meeting with management on Wednesday, unions proposed that the workforce be employed full-time in tasks like training or factory refurbishments, the spokesperson said. Chery announced its partnership with Ebro in April. In the initial plan, Omoda 5 production would be followed by two Ebro-branded sport-utility vehicles. Now, combustion-powered as well as hybrid versions of Omoda 5 have also been delayed, while the factory will launch with the two Ebros on Nov. 18. The companies have said they plan to produce 150,000 vehicles in Spain by 2029 and re-hire 1,250 workers that were laid off as part of the Nissan factory’s closure four years ago.
