中欧电动汽车关税协议预计减少出货量但提升盈利

欧盟委员会与中国达成协议,用最低价格承诺取代对中国电动汽车的反补贴关税。这一协议被视为避免价格战并提升中国车企如比亚迪盈利的方式。分析师预测,这将抑制销售量但有助于在欧洲培育品牌声誉。

中国电动汽车制造商从比亚迪到零跑将避免激烈的折扣战,因为欧洲当局接受了价格承诺,以取代高达35.3%的惩罚性反补贴关税。

欧盟于2024年底对中国制造的纯电动汽车征收7.8%至35.3%的关税,此举源于超过一年的反补贴调查。根据周一的公告,欧盟执行机构欧盟委员会与北京达成协议,取消这些关税,取而代之以中国电动汽车制造商同意在欧洲大陆以最低价格销售车辆。

德意志银行分析师王斌在一份研究报告中表示,最低价格将从技术上抑制销售量,特别是低价小型电动汽车。但他补充说,这一政策转变将对中国电动汽车巨头比亚迪产生积极影响,比亚迪去年在欧洲的交付量几乎增长四倍。

欧盟委员会概述了中国出口商如何提交价格承诺提议,这些提议必须“足以消除补贴的有害影响,并提供与关税等效的效果”。它鼓励出口商包括年度出货量承诺以及在欧盟的未来投资计划。

这一协议允许大陆车企避免价格战并培育品牌声誉,分析师表示。尽管出货量可能减少,但盈利能力预计将得到提升。

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