凡采用了产自实体清单（Foreign Entity of Concern）公司的电池或者矿物，则此电动车不能获得7500美元的消费者补贴。今天财政部给出了foreign entity of concern定义的解释指导方针。延至2025年，如果电动车所用的矿物的开采、冶炼和处理过程涉及了实体清单企业，也将无法获得补贴。 拜登当局决定在电动车领域跟中国打一场决定性的战役。 https://www.bbc.com/news/business-67593199 US aims to limit China's role in electric cars The restrictions are tied to government incentives for electric cars made in America. The hotly-debated limits are intended to help build up the industry in America, but critics say they could slow adoption of electric cars. Chinese firms currently produce the vast majority of electric car batteries and the minerals used in them. But US politicians have cast over-reliance on Chinese manufacturers as an economic and security risk. Planned partnerships between major firms, such as Ford and China's CATL, a battery manufacturer, have been subject to criticism and debate. Last year, Congress passed a climate law offering billions in tax incentives and other money to try to boost the industry in the US. The law included a tax incentive worth up to $7,500 per vehicle for buyers of electric cars made in America. The climate law, which the White House says has sparked nearly $100bn in private investment in the US related to electric cars, immediately barred electric cars made outside the country from receiving tax credits.
Starting in 2024, the law also barred cars from eligibility for tax credits if they contain battery components manufactured or assembled by a "foreign entity of concern". By 2025, the restrictions will expand to cars that contain critical materials extracted, processed or recycled by such an entity. The proposal announced on Friday says the government will define a "foreign entity of concern" as a company headquartered in or owned or controlled by China, Russia, Iran or North Korea. Any company in which the government of these countries holds 25% or more of a board's seats, voting rights or shares would fall under the rules, which now open for a period of public comment. "President Biden entered office determined to reverse the decades-long trend of letting jobs and factories go overseas to China," said John Podesta, senior adviser to the President for Clean Energy Innovation and Implementation. "Thanks to the Investing in America agenda and today's important guidance from Treasury and the Department of Energy, we're helping ensure that the electric vehicle future will be made in America." Only about 20 of more than 100 models of electric vehicles for sale in the US currently qualify for the tax credit, according to the Alliance for Automotive Innovation (AAI), a lobby group representing carmakers, which said the guidance offered much needed clarity to their members. It said it appeared that cars produced using batteries and materials from certain kinds of partnerships with Chinese firms, if located in the US, would not run afoul of the rules. It also praised officials for exempting certain "trace" materials from the rules for two more years. "The EV transition requires nothing short of a complete transformation of the US industrial base. It's a monumental task that won't happen overnight," AAI president John Bozzella wrote. "The Treasury guidance recognizes the complexity of this task and the challenges facing automakers with some good balance." But Senator Joe Manchin, a Democrat from a coal state who provided a key vote on the climate bill, said the administration was interpreting the law too loosely. "This administration is, yet again, trying to find workarounds and delays that leave the door wide open for China to benefit off the backs of American taxpayers," he said in a statement, adding that he would push for revisions and support any lawsuit against the rule.
凡采用了产自实体清单（Foreign Entity of Concern）公司的电池或者矿物，则此电动车不能获得7500美元的消费者补贴。今天财政部给出了foreign entity of concern定义的解释指导方针。延至2025年，如果电动车所用的矿物的开采、冶炼和处理过程涉及了实体清单企业，也将无法获得补贴。 拜登当局决定在电动车领域跟中国打一场决定性的战役。 https://www.bbc.com/news/business-67593199 US aims to limit China's role in electric cars The restrictions are tied to government incentives for electric cars made in America. The hotly-debated limits are intended to help build up the industry in America, but critics say they could slow adoption of electric cars. Chinese firms currently produce the vast majority of electric car batteries and the minerals used in them. But US politicians have cast over-reliance on Chinese manufacturers as an economic and security risk. Planned partnerships between major firms, such as Ford and China's CATL, a battery manufacturer, have been subject to criticism and debate. Last year, Congress passed a climate law offering billions in tax incentives and other money to try to boost the industry in the US. The law included a tax incentive worth up to $7,500 per vehicle for buyers of electric cars made in America. The climate law, which the White House says has sparked nearly $100bn in private investment in the US related to electric cars, immediately barred electric cars made outside the country from receiving tax credits.
Starting in 2024, the law also barred cars from eligibility for tax credits if they contain battery components manufactured or assembled by a "foreign entity of concern". By 2025, the restrictions will expand to cars that contain critical materials extracted, processed or recycled by such an entity. The proposal announced on Friday says the government will define a "foreign entity of concern" as a company headquartered in or owned or controlled by China, Russia, Iran or North Korea. Any company in which the government of these countries holds 25% or more of a board's seats, voting rights or shares would fall under the rules, which now open for a period of public comment. "President Biden entered office determined to reverse the decades-long trend of letting jobs and factories go overseas to China," said John Podesta, senior adviser to the President for Clean Energy Innovation and Implementation. "Thanks to the Investing in America agenda and today's important guidance from Treasury and the Department of Energy, we're helping ensure that the electric vehicle future will be made in America." Only about 20 of more than 100 models of electric vehicles for sale in the US currently qualify for the tax credit, according to the Alliance for Automotive Innovation (AAI), a lobby group representing carmakers, which said the guidance offered much needed clarity to their members. It said it appeared that cars produced using batteries and materials from certain kinds of partnerships with Chinese firms, if located in the US, would not run afoul of the rules. It also praised officials for exempting certain "trace" materials from the rules for two more years. "The EV transition requires nothing short of a complete transformation of the US industrial base. It's a monumental task that won't happen overnight," AAI president John Bozzella wrote. "The Treasury guidance recognizes the complexity of this task and the challenges facing automakers with some good balance." But Senator Joe Manchin, a Democrat from a coal state who provided a key vote on the climate bill, said the administration was interpreting the law too loosely. "This administration is, yet again, trying to find workarounds and delays that leave the door wide open for China to benefit off the backs of American taxpayers," he said in a statement, adding that he would push for revisions and support any lawsuit against the rule.
又查了一下专利数： Tesla has a total of 3,304 patents globally, which belong to 1,073 unique patent families. Out of these patents, 2,397 are active。 BYD has a total of 29,201 patents globally, out of which 19,568 have been granted. Of these patents, more than 64% are active。
咦？Tesla能成功不也是靠中国吗？ Tesla一半以上的产能和销量都在中国。 当初在最困难的时候，要不是上海市政府提供了紧急超低息融资，并以前所未有的速度完成厂房建设投产，Tesla大概率就破产完蛋了，哪还有今天 In a Twitter conversation on Tuesday, Tesla CEO Elon Musk revealed that the carmaker was “about a month” from bankruptcy during the run-up in Model 3 production from mid-2017 to mid-2019." Construction of Gigafactory Shanghai began in January 2019, initial production started in October, and the first production vehicles rolled out of the factory in December 2019, less than one year after groundbreaking. 2019年3月 - 2020年5月间，特斯拉累计获得中资银行贷款总规模接近200亿元人民币。 这些提供贷款的银行包括中国建设银行（上海浦东分行）、中国农业银行（上海长宁支行）、中国工商银行（上海临港支行）和上海浦东发展银行（上海分行）。 文件显示，这些贷款中，贷款利率设定为中国人民银行公布的1年期利率的90%
拜登当局决定在电动车领域跟中国打一场决定性的战役。
https://www.bbc.com/news/business-67593199
US aims to limit China's role in electric cars
The restrictions are tied to government incentives for electric cars made in America.
The hotly-debated limits are intended to help build up the industry in America, but critics say they could slow adoption of electric cars.
Chinese firms currently produce the vast majority of electric car batteries and the minerals used in them.
But US politicians have cast over-reliance on Chinese manufacturers as an economic and security risk.
Planned partnerships between major firms, such as Ford and China's CATL, a battery manufacturer, have been subject to criticism and debate.
Last year, Congress passed a climate law offering billions in tax incentives and other money to try to boost the industry in the US.
The law included a tax incentive worth up to $7,500 per vehicle for buyers of electric cars made in America.
The climate law, which the White House says has sparked nearly $100bn in private investment in the US related to electric cars, immediately barred electric cars made outside the country from receiving tax credits.
Starting in 2024, the law also barred cars from eligibility for tax credits if they contain battery components manufactured or assembled by a "foreign entity of concern".
By 2025, the restrictions will expand to cars that contain critical materials extracted, processed or recycled by such an entity.
The proposal announced on Friday says the government will define a "foreign entity of concern" as a company headquartered in or owned or controlled by China, Russia, Iran or North Korea.
Any company in which the government of these countries holds 25% or more of a board's seats, voting rights or shares would fall under the rules, which now open for a period of public comment.
"President Biden entered office determined to reverse the decades-long trend of letting jobs and factories go overseas to China," said John Podesta, senior adviser to the President for Clean Energy Innovation and Implementation.
"Thanks to the Investing in America agenda and today's important guidance from Treasury and the Department of Energy, we're helping ensure that the electric vehicle future will be made in America."
Only about 20 of more than 100 models of electric vehicles for sale in the US currently qualify for the tax credit, according to the Alliance for Automotive Innovation (AAI), a lobby group representing carmakers, which said the guidance offered much needed clarity to their members.
It said it appeared that cars produced using batteries and materials from certain kinds of partnerships with Chinese firms, if located in the US, would not run afoul of the rules.
It also praised officials for exempting certain "trace" materials from the rules for two more years.
"The EV transition requires nothing short of a complete transformation of the US industrial base. It's a monumental task that won't happen overnight," AAI president John Bozzella wrote.
"The Treasury guidance recognizes the complexity of this task and the challenges facing automakers with some good balance."
But Senator Joe Manchin, a Democrat from a coal state who provided a key vote on the climate bill, said the administration was interpreting the law too loosely.
"This administration is, yet again, trying to find workarounds and delays that leave the door wide open for China to benefit off the backs of American taxpayers," he said in a statement, adding that he would push for revisions and support any lawsuit against the rule.
National security risk不能用了，自由贸易的面目越来越清楚了
主要目的是不让美国的电动车用宁德时代和比亚迪的电池吧
byd 电池的生意在bus吧 用在美国汽车上的 比如tsla 是不是主要销售在美国之外的市场 美国市场上用byd电池的主要什么车
美国用了双重壁垒来阻止中国电动车进入美国市场，一个是所有来自中国车企普遍的 25%关税，另外一个就是不给中国电动车车企补贴，这两个都是把中国单独拎出来惩罚的，实际上完全关闭了从中国进口车的大门
中国以前也对进口车加关税，但不是针对哪一个国家，而是所有进口车品牌用同样的关税标准，是公平的
这也是为什么马斯克竭尽所能不得罪中国的原因，中国完全有理由彻底把特斯拉赶出中国
中国电车可以像TSLA一样在美国建厂造车呀，不就不受这两关税的限制
建厂也难啊，看看蔚来怎么说：
当地时间11月2日，蔚来汽车（NIO.US）美国首席执行官易盖天（Ganesh Iyer）在纽约地区所举行的NextChina大会上披露了公司进军美国市场的细节：蔚来计划在2025年把业务扩张至包含美国的全球25个国家和地区，目标是 2025 年在美国销售第一辆汽车。 他表示，在美国建厂成本过高，且品牌的高端车型“过于昂贵”，无论在哪里生产都无法获得补贴。公司不会通过在美国设厂进行本土化生产的方式寻求获得税收激励，而是从中国进口国产高端电动汽车。“中国有很多本地供应商专门向我们供货，但他们不在美国做生意。如果要建厂，我需要选择合适的地点，那里有很多其他的供应商。我还要引进我们的一些供应商，他们对蔚来具有战略意义和特殊性。” 因为特斯拉等多个美国地区的新能源汽车品牌能够享受当地政府所提供的税收激励政策，所以如果蔚来汽车进军美国市场，如何定价可能是需要先应对的挑战。在2022年美国政府已经通过了通货膨胀削减法案，所有满足规定的新能源汽车消费者都可以获得7500美元的税收减免。美国政府的激励政策要求所有的新能源汽车必须要在北美地区生产，而且使用美国企业所提供的电池。 美国政府2022年通过的《通货膨胀削减法案》中，所有满足规定的新能源汽车消费者都可以获得7500美元（折合近5.5万元人民币）的税收减免。美国政府的激励政策要求所有的新能源汽车必须要在北美地区生产，而且使用美国企业所提供的电池。 因此，蔚来需要重新评估其在美国市场的策略，以适应新的情况和市场需求。易盖天也承认美国市场与中国和欧洲市场有所不同，对于蔚来而言，需要时间和资金进行调整。当被问及蔚来是否一定会于2025年在美国市场开售时，他表示两年之后情况可能会发生变化。这意味着蔚来在进军美国市场上还需要一段时间的努力。 尽管面临挑战，但蔚来仍然对美国市场充满信心。因为美国市场对于电动汽车的需求正在不断增加，而蔚来作为一家领先的电动汽车制造商，有能力和信心在美国市场上取得成功。他还强调了蔚来在美国市场上所拥有的优势，包括其创新的商业模式、先进的技术和优秀的用户体验。 易盖天强调：“我的目标以及对这家公司的承诺，是希望有朝一日，我们所有人都能用个人工资来购买一辆蔚来汽车。我希望这一日能够更快到来，这意味着我们需要所有人的帮助 ——来自政府、政策制定者、供应链和基础设施的准备。”
来源：证券之星
脱钩 内循环！
就算蔚来进到美国市场，那技术你敢买吗？
美国内循环美金就变废纸了。美国应该是最推崇全球化的。
问题是东南亚国家到底是中国小弟还是美国小弟都无法确定。
中国电动车可以进口，但是美国政府明确规定，来自中国的电动车不享受这个补贴优惠，其他国家可以享受这个补贴，不说特别关税，光是这 7500刀 一下子就判了中国电动车在美国的死刑，没有了中国电动车，连越南都想进军美国市场
中国在针对主要对手用量身定制规则上还是幼儿园水平，美国是老鸨的水平
美国推崇的是把老二排除在外的全球化，这里老二是个动态变量
所以美帝的所谓减炭环保其实就是政客拿来喊口号用的…… 还有不准对飞的中国航空飞俄罗斯领空，因为自家的不能飞没竞争力。……给消费者省时省钱？环保减炭？在保护自家的竞争力及赚钱前面，那就是个屁！自己赚不到的钱，别人也别想赚！
對
照明产业多少投资、什么周期，汽车产业又是多少投资、什么周期？ 现代那个老总不是说过，中国车企因为风险高，连出口都不来美国，怎么可能会为了对美出口去东南亚建厂？
真的是道貌岸然
你不在本土建厂生产，任何国家都不会给你关税优惠的吧。怕成本太高亏钱，这怪不到美国吧。
前阵子在华人看到个帖子，是哪个车企的前高管的访谈。他本来想在美国引进中国电车，但这需要中国车企upfront先付一大笔钱做公关注册之类的。但中国车企怕美国的政策变化，前期投入就打水漂了，都不愿意冒这个险。
韩国的电车是车厂自己减去7500刀的，不是美国政府。越南电车厂VinFast已经开始在美国建厂了，从越南进口的电车今年6月已经开始在美国交付。
中国车企已经放弃美国市场了
成本高，开不起啊，只能够怪老美。
美国很多时候只要一个啊。 手机不就只有apple吗
美国补贴标准主要看是否采用中国供应链
所以墨西哥生产的电车可以拿 但美国生产的，采用中国电池组件和技术的，不能拿
对，我们知道如果中国技术永远落后美国，你就放心了。这个没有啥谁对谁错的问题，你就算希望全世界都如何落后，也是你的爱好。
只是你的爱好显然和这儿大部分人不同，还非来这儿冷嘲热讽其他人，所以大伙儿喜欢虐你也可以理解啊。。。
系统提示：若遇到视频无法播放请点击下方链接
https://www.youtube.com/embed/8FNv6s7rtsI
其实是现在政治现实下的明智选择 这是个fixed cost很高的行业 投入之后再被人掐死代价太高了 不像开个亚麻店那种
越南的VINFAST市值高峰时1900亿美元，几乎是通用汽车（458亿美元）、大众汽车（680亿美元）和宝马集团（689亿美元）的市值总和，仅次于特斯拉，丰田。但其2021年营收仅为6.7亿美元，运营亏损为11.33亿美元，净亏损为13.48亿美元；2022年营收为6.34亿美元，运营亏损为17.91亿美元，净亏损为21.12亿美元，亏损进一步扩大。还有人用市值比较车企，简直就是个Joke
蔚来在国内就是委托江淮汽车生产的吧？看不懂他们反而会在美国建厂的操作
他表示，在美国建厂成本过高，且品牌的高端车型“过于昂贵”，无论在哪里生产都无法获得补贴。公司不会通过在美国设厂进行本土化生产的方式寻求获得税收激励，而是从中国进口国产高端电动汽车。
因为他们这么多年的洗脑导致他们对中国的恨超越了一切 不吃馒头也要争口气lol
波音的市值不到Tesla 1/5. 你真的认为Tesla 比五个波音重要吗？
无意改变你的看法。数字说话。2023前三季度特斯拉共交付132.4万辆电车，中国电车企业，你口中的小 copy cat 共交付1.2亿辆电车。
又查了一下专利数： Tesla has a total of 3,304 patents globally, which belong to 1,073 unique patent families. Out of these patents, 2,397 are active。 BYD has a total of 29,201 patents globally, out of which 19,568 have been granted. Of these patents, more than 64% are active。
比亚迪的刀片电池基本避免了自燃的情况，你的80比1的数据哪来的？给个链接，还是你信口造谣？
特斯拉用的电池也是比亚迪和宁德时代的，同样的电池为什么自燃数据不一样？你是猪脑子吗？
比亚迪国外也有销售的，按你说的国内的控制了，难道国外的中国也能控制，这个80比1的数据既然都控制了，你又是如何知道的，你都知道了，国外的那些反华的又怎会不知道，既然知道为啥不呐喊，难道他们也被国内控制了，艾玛，我都被你这智商给逗笑了
https://youtu.be/tJdR-poQQ-E https://youtu.be/NRcYocSXXUs 这两个链接是华为智能驾驶的测评。是11月才上市的量产车，不是停留在实验室的。请教懂行的，特斯拉智驾是否碾压华为。如果是，特斯拉现在股价也是合理。如果和中国车企比没啥优势，那得考虑股价是否撑得住了。
特斯拉是纯视觉，华为是视觉和激光雷达。技术路线不一样。
比亚迪电车专利之王的称号不是吹牛吹来的，尤其是电池技术，如楼上几位所述特斯拉的Model Y 都开始使用比亚迪的刀片电池。当然你可以认为比亚迪的专利都是PPT，你高兴就行。
虽然我很支持中国车企，但是这涉及安全问题，我必须得说刀片电池做不到基本避免自燃的情况，该烧照样烧。byd现在已经不大肆宣传了
5年前我也不考虑电车，我的油车再用两三年，下一部肯定换电车。
到底是比亚迪还是宁德时代哪个电池好，我们外行不清楚，这两种电池都有大量的国内，国外的知名大车企在使用，应该差别不大，否则不会使用。绝不会有80:1的可能，否则竞争对手早把这数据宣传漫天飞了。
当初在最困难的时候，要不是上海市政府提供了紧急超低息融资，并以前所未有的速度完成厂房建设投产，Tesla大概率就破产完蛋了，哪还有今天
In a Twitter conversation on Tuesday, Tesla CEO Elon Musk revealed that the carmaker was “about a month” from bankruptcy during the run-up in Model 3 production from mid-2017 to mid-2019."
Construction of Gigafactory Shanghai began in January 2019, initial production started in October, and the first production vehicles rolled out of the factory in December 2019, less than one year after groundbreaking.
2019年3月 - 2020年5月间，特斯拉累计获得中资银行贷款总规模接近200亿元人民币。 这些提供贷款的银行包括中国建设银行（上海浦东分行）、中国农业银行（上海长宁支行）、中国工商银行（上海临港支行）和上海浦东发展银行（上海分行）。 文件显示，这些贷款中，贷款利率设定为中国人民银行公布的1年期利率的90%
你这是扯淡了，
马斯克开源文件i看过吗？全都是过时的，而且都是非关键系统的，
国内有个讨论贴： 特斯拉首辆超跑Roadster专利全公开？都是过时无用的，只有四个文件，参考价值等于零！
只有： 初代Roadster跑车的设计和工程文件【含原理图】，主要是金属框架图，已经落后于中国产品。
从官网现在能看到有关Roadster的4类文件，分别是服务信息、用户手册、工具箱文章以及研发文件。其中服务信息包括服务手册、零件手册，还有电路、连接器、跑车操作原理、跑车电池的工作原理。 以连接器文件为例，特斯拉公开了Roadster2008年左舵款、2010年左舵款、2010年敞篷右舵款，涵盖的所有保险丝、接地点、连接器等信息。 •空气调节系统，是包含温度、湿度、空气清净度以及空气循环的控制系统，被称为HVAC（英语：Heating,Ventilation,Air-conditioning and Cooling）。 •空调供应冷气、暖气或除湿的作用原理均类似，利用冷媒在压缩机的作用下，发生蒸发或凝结，从而引发周遭空气的蒸发或凝结，以达到改变温、湿度的目的。
Roadster 跑车的设计和工程，所谓开源文件的下载链接 https://service.tesla.com/roadster
某大学教授，对所谓开源那几个文件的逐个点评视频：
特斯拉首辆超跑Roadster技术、专利全部公开？还是远程养殖技术遥遥领先？ https://www.bilibili.com/video/BV12C4y117fM
特斯拉超跑Roadster开源电池管理系统电路分析 https://www.bilibili.com/video/BV17C4y1P7h8
特斯拉超跑Roadster开源车载显示屏电路分析 https://www.bilibili.com/video/BV1he411f7fE
特斯拉超跑Roadster开源车载空调电路分析 https://www.bilibili.com/video/BV17w411n7hA
来自 https://www.txrjy.com/thread-1307968-1-1.html
扯什么蛋呢？
美国特斯拉用的三元(NCM)电池，和比亚迪用的刀片电池，不知测试过多少次了
系统提示：若遇到视频无法播放请点击下方链接
https://www.youtube.com/embed/CGQwqWqzkNA
比亚迪刀片自燃的视频一抓一大把，你搁这儿装傻？放个测试视频有毛用，实战全抓瞎