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Photo credit: CATL<\/figcaption><\/figure>\n

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Photo credit: BYD<\/figcaption><\/figure>\n

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 <\/p>\n

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\u4eca\u5f8c\u306e\u50be\u5411<\/strong><\/p>\n

\u4e2d\u56fd\u306e\u4e16\u754c\u7684\u306aEV\u3078\u306e\u91ce\u5fc3\u306b\u5bfe\u3057\u3066\u5f37\u307e\u308b\u653f\u6cbb\u7684\u306a\u5bfe\u6297\u63aa\u7f6e\u306b\u3088\u308a\u3001\u305d\u306e\u52e2\u3044\u306f\u6e1b\u901f\u3059\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u3053\u306e\u6d41\u308c\u304c\u6b62\u3080\u3053\u3068\u306f\u306a\u3044\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u4e00\u4f8b\u3092\u6319\u3052\u308b\u3068\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u5e02\u5834\u306b\u8fd1\u3044\u5730\u57df\u3067\u306e\u4e2d\u56fd\u4f01\u696d\u306e\u751f\u7523\u6027\u62e1\u5927\u306f\u3001\u95a2\u7a0e\u56de\u907f\u306b\u6709\u5229\u306b\u50cd\u304f\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002BYD\u306e\u30cf\u30f3\u30ac\u30ea\u30fc\u5de5\u5834\u306f\u3001EU\u306e\u53b3\u3057\u3044\u63aa\u7f6e\u3092\u56de\u907f\u3059\u308b\u305f\u3081\u306e\u53ef\u80fd\u6027\u306e\u3072\u3068\u3064\u3068\u8003\u3048\u3089\u308c\u307e\u3059[49]<\/a>\u3002\u540c\u793e\u306f\u30e1\u30ad\u30b7\u30b3\u3067\u306e\u5de5\u5834\u5efa\u8a2d\u3082\u8a08\u753b\u3057\u3066\u304a\u308a[50]<\/a>\u3001\u3053\u308c\u306b\u3088\u308a\u7c73\u56fd\u3078\u306e\u8f38\u5165\u95a2\u7a0e\u3092\u56de\u907f\u3067\u304d\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3068\u3057\u3066\u3001\u4ed6\u306e\u4e2d\u56fd\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u3082\u540c\u69d8\u306e\u6226\u7565\u3092\u63a1\u7528\u3057\u59cb\u3081\u3066\u3044\u307e\u3059[51]<\/a>\u3002\u3055\u3089\u306b\u3001\u4e2d\u56fd\u3067\u751f\u7523\u3055\u308c\u305f\u81ea\u52d5\u8eca\u306b\u5bfe\u3059\u308b\u3042\u3089\u3086\u308b\u63aa\u7f6e\u306f\u3001\u540c\u56fd\u306b\u5de5\u5834\u3092\u6301\u3064\u6b27\u5dde\u4f01\u696d\u306b\u3082\u540c\u69d8\u306e\u6253\u6483\u3092\u4e0e\u3048\u304b\u306d\u307e\u305b\u3093\u3002<\/p>\n

\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u306b\u3088\u308b\u9032\u5c55<\/h2>\n

Tesla\u306e\u30a4\u30fc\u30ed\u30f3\u30fb\u30de\u30b9\u30afCEO\u306f\u6700\u8fd1\u3001\u95a2\u7a0e\u306e\u969c\u58c1\u304c\u306a\u3051\u308c\u3070\u3001\u4e2d\u56fdEV\u4f01\u696d\u306f\u4e16\u754c\u7684\u30e9\u30a4\u30d0\u30eb\u306e\u591a\u304f\u3092\u300c\u4e00\u7db2\u6253\u5c3d\u306b\u3059\u308b\u300d\u304b\u3082\u3057\u308c\u306a\u3044\u3068\u8b66\u544a\u3057\u307e\u3057\u305f[52]<\/a>\u3002\u3057\u304b\u3057\u3001\u6b27\u7c73\u306e\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u304c\u4e00\u69d8\u306b\u4fdd\u8b77\u7684\u63aa\u7f6e\u306b\u8cdb\u540c\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6700\u8fd1\u306e\u52d5\u5411\u3092\u898b\u308b\u3068\u3001\u4eca\u5f8c\u306f\u6b27\u7c73\u3068\u4e2d\u56fd\u4f01\u696d\u306e\u9023\u643a\u304c\u5897\u3048\u3066\u3044\u304f\u53ef\u80fd\u6027\u3082\u793a\u5506\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001Chrysler\uff08\u30af\u30e9\u30a4\u30b9\u30e9\u30fc\uff09\u3001FIAT\uff08\u30d5\u30a3\u30a2\u30c3\u30c8\uff09\u3001Peugeot\uff08\u30d7\u30b8\u30e7\u30fc\uff09\u306a\u3069\u306e\u30d6\u30e9\u30f3\u30c9\u3092\u5098\u4e0b\u306b\u6301\u3064\u591a\u56fd\u7c4d\u4f01\u696d\u306eStellantis\uff08\u30b9\u30c6\u30e9\u30f3\u30c6\u30a3\u30b9\uff09\u306e\u30ab\u30eb\u30ed\u30b9\u30fb\u30bf\u30d0\u30ec\u30b9CEO\u306f\u3001EU\u306e\u88dc\u52a9\u91d1\u8abf\u67fb\u3092\u300c\u79c1\u305f\u3061\u306f\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u8003\u3048\u65b9\u3092\u6301\u3064\u3079\u304d\u3060\u300d\u3068\u6279\u5224\u3057\u3066\u3044\u307e\u3059[53]<\/a>\u3002<\/p>\n

2023\u5e7410\u6708\u3001\u540c\u793e\u306f\u4e2d\u56fdEV\u30e1\u30fc\u30ab\u30fc\u3067\u3042\u308bLeapmotor\uff08\u96f6\u8dd1\u6c7d\u8eca\uff09\u306e21%\u306e\u682a\u5f0f\u3092\u53d6\u5f97\u3059\u308b\u610f\u601d\u304c\u3042\u308b\u3068\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u540c\u793e\u306f\u3001\u5408\u5f01\u4e8b\u696d\u306e\u904e\u534a\u6570\u306e\u682a\u5f0f\u3092\u53d6\u5f97\u3057\u3001Leapmotor\u88fd\u54c1\u306e\u4e2d\u56fd\u56fd\u5916\u306e\u72ec\u5360\u7684\u306a\u8f38\u51fa\u3001\u8ca9\u58f2\u3001\u88fd\u9020\u6a29\u3092\u5f97\u308b\u4e88\u5b9a\u3067\u3059[54]<\/a>\u3002\u3053\u306e\u52d5\u304d\u306f\u3001\u305d\u306e\u6570\u30f6\u6708\u524d\u306eVolkswagen\uff08\u30d5\u30a9\u30eb\u30af\u30b9\u30ef\u30fc\u30b2\u30f3\uff09\u306b\u3088\u308b7\u5104\u7c73\u30c9\u30eb\u3067\u306e\u4e2d\u56fd\u4f01\u696dXpeng\uff08\u5c0f\u9d6c\u6c7d\u8eca\uff09\u306e5%\u306e\u682a\u5f0f\u53d6\u5f97\u306b\u7d9a\u304f\u3082\u306e\u3067\u3042\u308a\u3001\u5f7c\u3089\u306f2026\u5e74\u307e\u3067\u306b\u4e2d\u56fd\u5e02\u5834\u5411\u3051\u306e\u65b0\u305f\u306aVW\u30d6\u30e9\u30f3\u30c9\u306eEV2\u53f0\u306e\u958b\u767a\u3092\u8a08\u753b\u3057\u3066\u3044\u307e\u3059[55]<\/a>\u3002EV\u696d\u754c\u3067\u52a0\u71b1\u3059\u308b\u7af6\u4e89\u306f\u3001\u3055\u3089\u306a\u308b\u63d0\u643a\u3092\u52a0\u901f\u3055\u305b\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002Renault\u306e\u30c8\u30c3\u30d7\u3001\u30c7\u30e1\u30aa\u6c0f\u304c\u63d0\u5531\u3057\u3066\u3044\u308b\u30a8\u30a2\u30d0\u30b9\u30b3\u30f3\u30bd\u30fc\u30b7\u30a2\u30e0\u306e\u30e2\u30c7\u30eb\u306b\u95a2\u3059\u308b\u5354\u50cd\u7684\u306a\u6b27\u5ddeEV\u69cb\u60f3\u306f\u3001\u5927\u9678\u306e\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306b\u3082\u30e1\u30ea\u30c3\u30c8\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002[56]<\/a><\/p>\n

\u4e2d\u56fd\u56fd\u5185\u3067\u3082\u3001\u4eca\u5f8c\u306e\u696d\u754c\u5185\u3067\u306e\u7d71\u5408\u304c\u5927\u3044\u306b\u4e88\u60f3\u3055\u308c\u3001\u6700\u8fd1\u3067\u306fEV\u4f01\u696d\u5927\u624b\u306eLi Auto\uff08\u7406\u60f3\u6c7d\u8eca\uff09\u306e\u30c8\u30c3\u30d7\u304c\u3053\u308c\u3092\u4fc3\u9032\u3059\u308b\u3088\u3046\u653f\u5e9c\u306b\u6c42\u3081\u307e\u3057\u305f\u3002[57]<\/a>\u8907\u6570\u306e\u4e3b\u8981\u30e1\u30fc\u30ab\u30fc\u306e\u30b7\u30a7\u30a2\u306f\u3001\u53ce\u76ca\u6027\u306e\u61f8\u5ff5\u304b\u3089\u6700\u8fd1\u4e0b\u843d\u3057\u3066\u3044\u307e\u3059[58]<\/a>\u3002\u5b9f\u969b\u3001\u3053\u308c\u306f\u4e00\u90e8\u306b\u306f\u56fd\u5185\u5e02\u5834\u306e\u5727\u7e2e\u3078\u306e\u53cd\u5fdc\u3067\u3042\u308a\u3001\u696d\u754c\u306f\u6d77\u5916\u306b\u76ee\u3092\u5411\u3051\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u65b0\u305f\u306a\u8ab2\u984c\u304c\u751f\u3058\u3066\u304f\u308b\u306e\u306f\u78ba\u5b9f\u3067\u3057\u3087\u3046\u3002\u65b0\u898f\u5e02\u5834\u3067\u306e\u30d6\u30e9\u30f3\u30c9\u8a8d\u77e5\u3068\u4fe1\u983c\u306e\u91b8\u6210\u3001\u307e\u305f\u8ca9\u58f2\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u69cb\u7bc9\u306f\u3001\u305d\u3046\u7c21\u5358\u306a\u3053\u3068\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u305d\u308c\u3067\u3082\u3001\u30b9\u30bf\u30fc\u30c8\u3067\u3059\u3067\u306b\u4e00\u6b69\u5148\u3092\u884c\u304d\u3001\u4f4e\u4fa1\u683c\u3067\u3001\u96fb\u6c60\u751f\u7523\u306b\u304a\u3044\u3066\u3082\u512a\u52e2\u3067\u3042\u308b\u3068\u3044\u3046\u3059\u3079\u3066\u306e\u8981\u56e0\u306f\u3001\u4e2d\u56fd\u88fdEV\u304c\u4eca\u5f8c\u3001\u4e16\u754c\u7684\u306a\u821e\u53f0\u3067\u5b58\u5728\u611f\u3092\u5897\u3057\u3066\u3044\u304f\u3068\u3044\u3046\u660e\u308b\u3044\u672a\u6765\u3092\u6307\u3057\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

 <\/p>\n

[1]<\/a> https:\/\/www.weforum.org\/agenda\/2023\/05\/electric-vehicles-ev-sales-growth-2022\/<\/a><\/p>\n

[2]<\/a> https:\/\/www.technologyreview.com\/2023\/02\/21\/1068880\/how-did-china-dominate-electric-cars-policy\/<\/a><\/p>\n

[3]<\/a> https:\/\/chinadialogue.net\/en\/business\/life-after-subsidies-for-chinas-evs<\/a><\/p>\n

[4]<\/a> https:\/\/www.bloomberg.com\/news\/articles\/2023-07-17\/how-china-beat-everyone-to-be-world-leader-in-electric-vehicles<\/a><\/p>\n

[5]<\/a> https:\/\/www.reuters.com\/business\/autos-transportation\/china-announces-extension-purchase-tax-break-nevs-until-2027-2023-06-21\/<\/a><\/p>\n

[6]<\/a> https:\/\/asia.nikkei.com\/Spotlight\/Electric-cars-in-China\/China-gives-EV-sector-billions-of-yuan-in-subsidies<\/a><\/p>\n

[7]<\/a> https:\/\/www.technologyreview.com\/2023\/02\/21\/1068880\/how-did-china-dominate-electric-cars-policy\/<\/a><\/p>\n

[8]<\/a> https:\/\/www.elsevier.es\/es-revista-revista-administracao-e-inovacao-239-articulo-electric-vehicles-in-china-byd-S1809203916300018<\/a><\/p>\n

[9]<\/a> https:\/\/www.telematicswire.net\/china-leads-the-ev-revolution-with-1-8-million-public-charging-stations\/<\/a><\/p>\n

[10]<\/a> https:\/\/www.chinadaily.com.cn\/a\/202310\/26\/WS6539ce60a31090682a5ead90.html<\/a><\/p>\n

[11]<\/a> https:\/\/www.chinadaily.com.cn\/a\/202310\/26\/WS6539ce60a31090682a5ead90.html<\/a><\/p>\n

[12]<\/a> https:\/\/cnevpost.com\/2023\/12\/15\/shanghai-to-continue-offering-free-license-plates-for-bevs-2024\/<\/a><\/p>\n

[13]<\/a> https:\/\/cnevpost.com\/2023\/01\/05\/beijing-to-hand-out-100000-extra-license-plates-in-2023-70-to-evs<\/a><\/p>\n

[14]<\/a> https:\/\/www.reuters.com\/business\/autos-transportation\/battery-test-race-work- out-what-used-evs-are-really-worth-2023-10-23\/<\/a><\/p>\n

[15]<\/a> https:\/\/www.ft.com\/content\/1f95d204-ea6a-4cf3-b66a-952362e8092a<\/a><\/p>\n

[16]<\/a> https:\/\/www.nytimes.com\/interactive\/2023\/05\/16\/business\/china-ev-battery.html<\/a><\/p>\n

[17]<\/a> https:\/\/www.technologyreview.com\/2023\/02\/21\/1068880\/how-did-china-dominate-electric-cars-policy\/<\/a><\/p>\n

[18]<\/a> https:\/\/www.chinadaily.com.cn\/a\/202312\/28\/WS658cce0ca31040ac301a9e62.html<\/a><\/p>\n

[19]<\/a> https:\/\/www.bbc.co.uk\/news\/business-67860232<\/a><\/p>\n

[20]<\/a> https:\/\/www.cnbc.com\/2008\/09\/27\/warren-buffett-invests-in-chinese-company-developing-green-cars.html<\/a><\/p>\n

[21]<\/a> https:\/\/www.theguardian.com\/environment\/2023\/jul\/29\/battery-power-how-china-could-take-charge-of-the-electric-vehicle-market<\/a><\/p>\n

[22]<\/a> https:\/\/graniteshares.com\/institutional\/uk\/en-uk\/research\/tesla-s-china-strategy-how-the-world-s-largest-auto-market-impacts-stock-prices\/<\/a><\/p>\n

[23]<\/a> https:\/\/www.ft.com\/content\/32894a32-d094-43cb-af96-ee5d29bffa0d<\/a><\/p>\n

[24]<\/a> https:\/\/www.ft.com\/content\/025133e1-68ee-405c-9871-cc67520a0b65<\/a><\/p>\n

[25]<\/a> https:\/\/www.economist.com\/briefing\/2024\/01\/11\/western-firms-are-quaking-as-chinas-electric-car-industry-speeds-up<\/a><\/p>\n

[26]<\/a> https:\/\/www.reuters.com\/business\/autos-transportation\/toyota-says-boost-ev-development-technology-china-2023-07-31\/<\/a><\/p>\n

[27]<\/a> https:\/\/www.bloomberg.com\/news\/articles\/2023-07-17\/how-china-beat-everyone-to-be-world-leader-in-electric-vehicles<\/a><\/p>\n

[28]<\/a> https:\/\/www.iea.org\/reports\/global-ev-outlook-2023\/executive-summary<\/a><\/p>\n

[29]<\/a> https:\/\/www.bloomberg.com\/news\/articles\/2023-12-20\/china-is-under-pressure-to-keep-exporting-electric-cars-to-the-eu<\/a><\/p>\n

[30]<\/a> https:\/\/www.reuters.com\/business\/autos-transportation\/what-is-driving-chinese-ev-exports-their-price-competitiveness-2023-09-14\/<\/a><\/p>\n

[31]<\/a> https:\/\/edition.cnn.com\/2023\/09\/07\/cars\/china-evs-global-intl-hnk\/index.html<\/a><\/p>\n

[32]<\/a> https:\/\/www.reuters.com\/business\/autos-transportation\/sixt-agrees-purchase-around-100000-e-vehicles-chinas-byd-2022-10-04\/<\/a><\/p>\n

[33]<\/a> https:\/\/apnews.com\/article\/china-byd-hungary-autos-evs-72587976c85d3f9b56d990a6296c73b4#<\/a><\/p>\n

[34]<\/a> https:\/\/www.fleeteurope.com\/en\/new-energies\/europe\/features\/byd-targets-european-fleet-sector<\/a><\/p>\n

[35]<\/a> https:\/\/www.reuters.com\/business\/autos-transportation\/chinese-electric-vehicle-investment-plans-thailand-2023-07-09\/<\/a><\/p>\n

[36]<\/a> https:\/\/cnevpost.com\/2023\/03\/11\/byd-begins-construction-of-thailand-plant\/<\/a><\/p>\n

[37]<\/a> https:\/\/www.reuters.com\/business\/autos-transportation\/chinas-byd-rides-partnerships-expand-ev-sales-southeast-asia-2023-09-19\/<\/a><\/p>\n

[38]<\/a> https:\/\/carnewschina.com\/2024\/01\/31\/gac-aion-thailand-factory-officially-started-construction\/<\/a><\/p>\n

[39]<\/a> https:\/\/www.wsj.com\/business\/autos\/chinas-ev-champion-byd-will-take-on-the-world-in-2024-9da4cfde<\/a><\/p>\n

[40]<\/a> https:\/\/www.economist.com\/briefing\/2024\/01\/11\/western-firms-are-quaking-as-chinas-electric-car-industry-speeds-up<\/a><\/p>\n

[41]<\/a> https:\/\/edition.cnn.com\/2023\/09\/07\/cars\/china-evs-global-intl-hnk\/index.html<\/a><\/p>\n

[42]<\/a> https:\/\/www.reuters.com\/world\/europe\/eu-launches-anti-subsidy-investigation-into-chinese-electric-vehicles-2023-09-13\/<\/a><\/p>\n

[43]<\/a> https:\/\/ec.europa.eu\/commission\/presscorner\/detail\/en\/ip_23_4752<\/a><\/p>\n

[44]<\/a> https:\/\/www.politico.eu\/article\/brussels-officially-starts-probe-into-chinese-electric-vehicles\/<\/a><\/p>\n

[45]<\/a> https:\/\/www.reuters.com\/business\/autos-transportation\/sixty-five-percent-electric-cars-sold-france-can-quality-state-bonus-scheme-2023-12-14\/<\/a><\/p>\n

[46]<\/a> https:\/\/www.reuters.com\/business\/autos-transportation\/italy-weighs-auto-incentive-scheme-reduce-chinese-ev-price-advantage-sources-2023-10-02\/<\/a><\/p>\n

[47]<\/a> https:\/\/www.politico.eu\/article\/china-us-europe-electric-cars-miles-apart-the-us-and-europe-diverge-on-car-threat\/<\/a><\/p>\n

[48]<\/a> https:\/\/www.wsj.com\/business\/autos\/why-americans-cant-buy-cheap-chinese-electric-vehicles-53473383<\/a><\/p>\n

[49]<\/a> https:\/\/trans.info\/byd-eu-import-tariffs-375126<\/a><\/p>\n

[50]<\/a> https:\/\/www.reuters.com\/business\/autos-transportation\/chinas-byd-plans-new-electric-vehicle-plant-mexico-says-nikkei-2024-02-13\/<\/a><\/p>\n

[51]<\/a> https:\/\/www.wsj.com\/business\/autos\/why-americans-cant-buy-cheap-chinese-electric-vehicles-53473383<\/a><\/p>\n

[52]<\/a> https:\/\/www.reuters.com\/business\/autos-transportation\/tesla-ceo-musk-chinese-ev-firms-will-demolish-rivals-without-trade-barriers-2024-01-25\/<\/a><\/p>\n

[53]<\/a> https:\/\/europe.autonews.com\/automakers\/eu-probe-chinese-car-exports-slammed-carlos-tavares<\/a><\/p>\n

[54]<\/a> https:\/\/europe.autonews.com\/automakers\/stellantis-plans-buy-20-stake-chinas-leapmotor<\/a><\/p>\n

[55]<\/a> https:\/\/edition.cnn.com\/2023\/07\/27\/cars\/china-volkswagen-xpeng-investment-intl-hnk\/index.html<\/a><\/p>\n

[56]<\/a> https:\/\/www.autocar.co.uk\/car-news\/new-cars\/renault-ceo-luca-de-meo-how-save-car-industry<\/a><\/p>\n

[57]<\/a> https:\/\/www.bloomberg.com\/news\/articles\/2024-02-21\/li-auto-ceo-calls-for-industry-m-a-as-china-ev-demand-softens?leadSource=uverify%20wall<\/a><\/p>\n

[58]<\/a> https:\/\/www.cnbc.com\/2024\/01\/11\/chinas-ev-stocks-start-2024-in-reverse-gear-as-price-wars-pressure-profitability.html<\/a><\/p>\n

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