新闻来源：www.bloomberg.com
原文地址：China Asks Its Carmakers to Keep Key EV Technology at Home
新闻日期：2024-09-12
中国政府要求汽车制造商在国内保持先进的电动车技术，并鼓励它们将组装件（knock-down kits）运往海外工厂进行最终装配。目前，许多中国汽车企业正在全球各地建设新的工厂，以便避开对华出口商品实施的关税。在会议中，中国商务部还建议汽车制造商不要盲目听从外国政府的投资邀请，在向土耳其投资前需通知中国电动汽车行业主管机构和当地驻土使馆。
此前，中国商务部于7月召集了十几家汽车企业进行了一次会议，并指出那些吸引中国企业建厂的国家通常会实施或考虑针对中国车辆的贸易壁垒。官员们告诉参会者，制造商在做出决定时不应盲目跟风。
同时，SAIC汽车股份有限公司最近出售了部分印度业务股份，旨在降低潜在投资风险。此外，BYD汽车计划在土耳其西部建造一座工厂，预计年产能达15万辆，并可提供约5000个就业岗位。该工厂有望增强BYD进入欧盟市场的渠道，因为土耳其与欧盟之间有海关同盟协议。
此前，在西班牙的Chey汽车已与当地企业合作重启了巴塞罗那的一家日产工厂，并将组装从中国运来的半成品（knocked-down kits）车辆。
与此同时，中印两国自2020年在喜马拉雅山脉边境地区发生致命冲突以来关系仍然紧张。去年，中国国有制造企业上海汽车集团旗下的MG印度公司因财务不规范被调查。上月，上海汽车出售了其在印度MG业务的股份，预计持股比例将逐渐降至38%-40%左右。
此外，SAIC Motor在上海股价下跌超过1%，而BYD在香港的股价略有回落。
原文摘要：
China has strongly advised its carmakers to make sure advanced electric vehicle technology stays in the country, people familiar with the matter said, even as they build factories around the world to escape punitive tariffs on Chinese exports.Beijing is encouraging Chinese automakers to export so-called knock-down kits to their foreign plants, the people said, meaning key parts of a vehicle would be produced domestically and then sent for final assembly in their destination market. The instructions come as companies from to . firm up plans to build factories in Spain to Thailand and Hungary as their innovative and affordable EVs make inroads in foreign markets.China’s Ministry of Commerce held a meeting in July with more than a dozen automakers, who were also told they shouldn’t make any auto-related investments in India, the people said asking not to be identified discussing matters that are private, in another attempt to safeguard the know-how of China’s EV industry and mitigate regulatory risks.In addition, carmakers wanting to invest in Turkey should first notify the , which oversees China’s EV industry, and the local Chinese embassy in Turkey.Representatives from the Ministry of Commerce, or MOFCOM, didn’t respond to a request for comment.China’s directive comes at a time most major Chinese carmakers are looking to localize manufacturing so as to avoid tariffs on Chinese-made EVs. MOFCOM guidelines that demand key production should remain within China could hurt automakers’ efforts to globalize as they search for new customers to offset fierce competition and sluggish sales at home that are cutting into their bottom lines.It could also come as a blow to those European nations wooing Chinese carmakers in the hopes their presence will bring jobs and a local economic boost. BYD is planning on building a factory in Turkey, for example, that’s expected to have an annual capacity of 150,000 cars and employ up to 5,000 people.During the meeting, MOFCOM noted that the countries inviting Chinese automakers to build factories are usually those enacting or considering trade barriers against Chinese vehicles. Officials told attendees that manufacturers shouldn’t blindly follow trends or believe such calls for investment from foreign governments, according to the people.Several Chinese companies have already begun opening plants in the European Union to avoid duties. But , an executive vice president of the European Commission, warned recently that such moves would only work if the firms meet rules-of-origin requirements that dictate a minimum level of value must be created in the EU.“How much of the value added is going to be created in the EU, how much of the know-how is going to be in the EU? Is it just an assembly plant or a car manufacturing plant? It’s quite a substantial difference,” Dombrovskis the Financial Times last month.In Brazil, BYD and have said explicitly they aim to increase the share of locally produced and locally sourced components in coming years. That’s aimed at meeting local component requirements of roughly 50% of a product in order to export to other Latin American countries without tariffs, based on Brazil’s trade agreements with them.Turkish politicians said in July that BYD a $1 billion plant in the west of the country. Any new factory is expected to improve BYD’s access to the European Union, because Turkey has a customs-union agreement with the bloc. Turkey in June introduced a 40% tariff on vehicle imports from China.BYD declined to comment.In Spain, Chery Automobile has a partnership with a local firm to reopen a former Nissan Motor Co. plant in Barcelona. The Spanish plant will assemble cars from kits that have been partially “knocked down,” according to Chery.Read More: Tensions between China and India meanwhile have remained elevated since a deadly clash broke out over a stretch of border in the Himalayas between the two nuclear-armed neighbors in 2020. Chinese state-owned manufacturer , which controlled MG Motor India, was investigated over financial irregularities in 2022, Bloomberg . Last year, SAIC its stake in the Indian MG operation, with its ownership forecast to be trimmed to 38-40% over time, according to one local media report.Chinese EV stocks pared early gains Thursday with SAIC Motor falling more than 1% in Shanghai and and BYD slightly down in Hong Kong.
