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外媒关注中国取消新能源汽车补贴

3月26日,国家有关部门发布通知,要求提高纯电动汽车能耗、续航里程等技术门槛,不达标者将不再享有新能源补贴,政府正在收紧新能源补贴。知名财经评论媒体”The Motley Fool”对此发表了评论文章。

外媒评价中国取消新能源汽车补贴

正在充电的新能源汽车

 

外媒评价中国取消新能源汽车补贴

The Motley Fool网站文章截图

 

《Why Investors Should Cheer as China Slashes Electric Vehicle Subsidies》(The Motley Fool)
《为什么投资者应该为中国削减电动汽车补贴而欢呼》

 

If you want stocks with potential to make you wealthy over the long haul, you need to find companies with products or services that solve big-time problems. For instance, China’s air pollution became so unhealthy after four decades of intense economic growth that climate science analyst Berkeley Earth estimated it contributed to 1.6 million deaths per year as recently as 2015. 如果你想要有潜力的股票让你长期富裕,你需要寻找能够解决重大问题的产品或服务的公司。例如,经过四十年的紧张经济增长后,中国的空气污染变得如此不健康,气候科学分析师伯克利地球估计,自2015年以来,每年导致160万人死亡。

 

China’s pollution problems and vehicle congestion issues are well known, and one solution amid the country’s war on pollution is to push sales of electric vehicles (EVs). So why then is the government reducing EV subsidies by 50%, and how might EV makers such as NIO (NYSE:NIO) and Tesla (NASDAQ:TSLA) actually stand to benefit? 中国的污染问题和车辆拥堵问题是众所周知的,在国家污染战争中的一个解决方案是推动电动汽车(EV)的销售。那么,为什么政府将电动汽车补贴减少50%呢?NIO(纽约证券交易所代码:NIO)和特斯拉(纳斯达克股票代码:TSLA)等电动汽车制造商如何实际受益?

 

Earlier this week, the Chinese government announced it would reduce the subsidy for pure-battery electric cars with a range of 250 miles or more by half, down to $3,700 per vehicle, according to the Ministry of Finance. That sent a ripple through EV makers’ stocks, especially because the government went a step further than expected and encouraged local governments in China to remove subsidies as well. 根据财政部的数据,本周早些时候,中国政府宣布将减少250英里或更多的纯电池电动汽车的补贴,降低到每辆汽车3700美元。这给电动汽车制造商的股票带来了波动,特别是因为政府比预期更进一步,并鼓励中国地方政府取消补贴。

 

When you combine the removal of both subsidies, the impact was a total reduction of 67%, more drastic than analysts’ estimates of a 40% to 50% reduction. While the reduction was worse than expected, the move itself wasn’t a surprise. And the government has also noted it plans to remove subsidies completely after 2020. 当你结合取消两项补贴时,影响总量减少了67%,比分析师估计的减少40%至50%更为激烈。虽然减少幅度低于预期,但此举本身并不令人意外。政府还指出,它计划在2020年后完全取消补贴。

 

While the reduction will hurt in the near term, it should only be a speed bump for automakers. Many Americans are unaware just how difficult it is to purchase a combustion engine license in major Chinese cities. The Chinese government has made growing its EV market a top priority, and as a consequence, obtaining a driver’s license for a combustion engine vehicle in a major city goes through a lottery system where the odds of being selected are below 1%. 虽然减少将在短期内受到影响,但它应该只是汽车制造商的减速带。许多美国人并不知道在中国主要城市购买内燃机牌照是多么困难。中国政府已将其电动车市场的发展作为首要任务,因此,在主要城市获得内燃机车辆的驾驶执照需要通过彩票系统,其中被选中的几率低于1%。

 

And then for the very lucky few who are chosen, they must pay over $14,000 to purchase the license. But what about a license for an EV, you ask? Consumers can get one free, and there’s no lottery system — it’s open to all consumers. 然后,对于非常幸运的少数人,他们必须支付超过14,000美元来购买许可证。但是你要问,EV的许可证呢?消费者可以免费获得一个,并且没有彩票系统 – 它对所有消费者开放。

 

As you can see, thanks to the simplicity of getting an EV license, and the government’s large task of solving vehicle congestion and pollution, EVs remain a compelling product. Sales are expected to explode in the coming decades regardless of subsidy reductions. 正如您所看到的,由于获得EV许可证的简单性以及政府解决车辆拥堵和污染的重大任务,电动汽车仍然是一个引人注目的产品。无论补贴减少,预计未来几十年销售额将会爆炸。

 

Investors want to find the automakers that can thrive through innovation rather than government assistance. NIO, often called China’s Tesla, should have the ability and brand image to thrive over the long term. So should Tesla, once it completes its Chinese factory and begins local production to avoid steep import tariffs. 投资者希望找到能够通过创新而非政府援助而蓬勃发展的汽车制造商。NIO,通常被称为中国的特斯拉,应该具备长期发展的能力和品牌形象。特斯拉也应如此,一旦完成其中国工厂并开始本地生产以避免高昂的进口关税。

 

Make no mistake, an EV sales boom is coming in China, and all the subsidy reduction will do is eliminate the weak competitors and leave investors with more-innovative companies better suited to thrive. 毫无疑问,电动汽车的销售热潮正在中国涌现,所有减少补贴的目的都是消除弱势竞争对手,让投资者留下更适合茁壮成长的创新型公司。

 

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