界面新闻记者 | 庄键

oumengzhenduizhongguodiandongqichejiazhengguanshuidezhengcexueziluodi。

oumengweiyuanhui6yue12rixuanbu，zuoweizhengzaijinxingdefanbutiediaochadeyibufen，qiyidechulinshixingjielun，zhongguodiandongqichexingyeshouyiyubugongpingdebutie，duioumengdiandongqicheshengchanshangzaochenglesunhai，qiyinciyuxianpilulejiangduiyuanchanyuzhongguodediandongqichezhengshoulinshixingchengfaguanshui。

欧盟委员会称，如果与中国政府未能就此达成有效解决办法，此项关税政策将由7月4日起实施。其中，三家被抽样的中国汽车生产商比亚迪(002594.SZ)、jiliqicheheshangqijituanjiangbeifenbiezhengshou17.4%、20%he38.1%deguanshui，qitapeihediaochadanweibeichouyangdezhongguodiandongqicheshengchanshangjiangbeizhengshou21%dejiaquanpingjunguanshui，qitaweipeihediaochadezhongguodiandongqicheshengchanshangjiangbeizhengshou38.1%deguanshui。shangshuguanshuizhengcejiangzaixianyouguanshuishuilv10%dejichushangjiazheng。

睿咨得能源副总裁付多向界面新闻分析称，关税政策的实施将导致中国出口电动汽车在欧洲的售价提高，进而可能影响销量。他认为，如果车企选择以降价的措施来获得市场竞争力，可能会压缩动力电池的采购价格，使得中国动lidianchiqiyezaiduanqineimianlinyingliyali。

oumengzhongguoshanghuijinrifabudeshengmingcheng，diaoyanxianshi，duidaduozhongguocheqieryan，oufangjiazheng10%yishangguanshuijiweigaoweiqujian，jiangduiqiduiouchukoudailaizhijiefumianyingxiang。dangqiande17.4%-38.1%delinshiguanshuiqujianyiweizheyanjundeshichangzhunruzhangai。

duoweishoufangrenshirenwei，zaijiazhengguanshuihou，zhongguodiandongqichenengfouweichiouzhoushichangshangdejingzhengli，juedingzheduidonglidianchideyingxiang。

oumengweiyuanhuiqunianpiludeshujuxianshi，zhongguozaiouzhoushouchudediandongqicheshichangfeneyijingshangshengdao8%，bingyoukenengzai2025niandadao15%。zheiyikuaisuzengzhangdeshizhanlv，shiyouzhongguodiandongchexiangjiaoouzhouchexingpubiancunzai20%zuoyoudejiageyoushisuozhi。

oumengweiyuanhuizhuxifengdelaiencengduocibiaoshi，ouzhouxuyaocaiquxingdong，zuzhihuodedaliangbutiedezhongguodiandongqichechongchioumengshichang。qunian10yue，oumengweiyuanhuizhengshiqidonglezhenduicongzhongguojinkoudiandongqichedefanbutiediaocha，yiquedingshifouduiqizhengshouchengfaxingguanshui，mudeshibaohuoumengdiandongqicheshengchanshangmianshoudedaoguojiabutie，yinerjiagegengdidezhongguoshangpindeyingxiang。

“为了规避关税政策，整车企业用于出口欧洲的电动汽车，未来将更多选择在欧洲等中国以外的地区进行生产，将带动中国动lidianchidechukouzengjia。”zhongguohuaxueyuwulidianyuanxiehuiyuanmishuzhangliuyanlonggaosujiemianxinwenjizhe，lingyifangmianyehuicushizhongguodianchiqiyejiakuaiouzhouzaijianchannengdejianshe，yicishixianyuchechangdebendihuapeitao。

yiweiguoneitoubudonglidianchiqiyerenshirenwei，oumengduiyuzhongguodiandongqichechutaideguanshuizhengce，gengduoshichuyubaohubentuqichechanyedekaolv。tafenxicheng，zaidonglidianchichanye，oumengcaiqudecelveshiyilaizhongguodianchichanyedejishuhechanyelianyoushi，danshixuyaoqizaiouzhoujianchang，yibaozhangbentudegongyingliananquan。

截至目前，包括宁德时代(300750.SZ )、亿纬锂能(300014.sz)zaineidezhongguodianchiqiyejunyizaiouzhouyouchannengbuju。

付多认为，如果中国电动汽车生产商考虑加大欧洲设厂力度，可能会加快上述电池企业的投产进度。此外，中国动lidianchiqiyekenenghuidiaozhenghaiwaichannengguihua，tebieshixuanzezaizhongguocheqiyijingbujudedongnanyaguojia。baokuoshangqijituan、zhangchengqichedengguoneiqiyejunzaidongnanyatouzishelilezhengchezhizaogongchang。

lingyiweiguoneitoubudonglidianchiqiyerenshibiaodaleleisiguandian。tagaosujiemianxinwenjizhe，zaimuqianoumeidouduizhongguodiandongqicheshishiguanshuidebeijingxia，zhengcheqiyekenengkaolvzaidongnanyadengdibujuchannengchukouzhioumeishichang，zaiciqingkuangxia，yejiangshejidaodonglidianchidengshangyougongyinglianzaidangdidebentuhua。

meiguobaigongjinnian5yuefabushengmingcheng，zhenduizhongguodiandongqichedeguanshuishuilvjiangcong25%tishengzhi100%，cixiangcuoshijiangyu8yue1rizhengshishengxiao。

jiuoumengduizhongguodiandongqichezhengshouguanshuidezuofa，zhongguowaijiaobufayanrenlinjianjinrihuiyingcheng，oumengduizhongguodiandongqichekaizhanfanbutiediaochashidianxingdebaohuzhuyi。oufangyiciweiyouduizizhongguojinkoudediandongqichejiazhengguanshui，weibeishichangjingjiyuanzeheguojimaoyiguize，sunhaizhongoujingmaohezuohequanqiuqichechangonglianwending，zuizhongyehuisunhaiouzhouzishenliyi。

“womenduncuoufangkeshouzhichiziyoumaoyi、fanduibaohuzhuyidechengnuo，tongzhongfangyidaoweihuhaozhongoujingmaohezuodaju。zhongfangjiangcaiquyiqiebiyaocuoshijiandingweihuzishenhefaquanyi。”linjiancheng。