你是我的姐妹

China-made EVs win a growing number of European consumers, despite EU’s levying unfair tariffs_我的网站

一 |     本篇评级为★★★，主要围绕以下内容展开：                    1、日本领跌全市场，短期压力无解；          2、人工智能下游应用"蠢蠢欲动"，多大的机会？          3、黄金回调后，会重新吸引资金吗？                    如有疑问请以音频内容为准，添加妙投小虎哥微信：miaotou515，入群有机会与董小姐进一步交流。                   新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。                   1、日本领跌全市场，短期压力无解          今天市场受到的外部扰动比较大，尤其是日本因素和美国因素都在市场上造成了负面的叠加。                   我们先看日本这边。

二 |     

    Visitors view an Xpeng electric vehicle at Expo Georgia in Tbilisi, Georgia, June 13, 2026. This year's expo was held here from Saturday to Sunday. Chinese automakers including BYD, XPeng, AVATR and JAC Motors have made appearances with their products at the expo. (Photo: Xinhua)
China-made electric vehicles (EVs) accounted for 14.2 percent of European market sales in the first five months of 2026 despite the EU's steep tariffs. The growth showed that trade‑protectionist barriers can only serve as short‑lived obstacles, as consumers' purchasing choice ultimately hinges on product competitiveness and China's EV strengths will support the automakers' long‑term growth, Chinese experts said.
The market share of electric cars sold by Chinese companies rose to 14.2 percent in European market in the first five months of this year, according to Schmidt Automotive Research. The 171,800 EVs sold there represented an increase in market share of five percentage points from one year earlier, the Guardian reported on Sunday.
The increase in European sales comes despite EU tariffs of up to 35.3 percent for EVs made by some Chinese manufacturers, on top of the standard 10-percent import duty. The UK is the largest European market for Chinese cars because London has declined to follow the EU's lead in imposing more levies. The UK accounted for a quarter of Chinese EV sales in Europe, according to the report.
Cui Dongshu, secretary-general of the China Passenger Car Association, told the Global Times on Monday that the surge showed trade protectionist policies have failed to contain Chinese automakers' overseas expansion.
Chinese EVs enjoy "a generational edge" over Europe's legacy carmakers. Their overall product strength remains the primary reason behind their popularity among European buyers, Cui said.
Meanwhile, fluctuating global oil prices have pushed up driving costs throughout Europe, fueling demand for affordable electric vehicles, a need well‑met by the affordable Chinese‑made models. Meanwhile, the gradual return of European electric‑vehicle purchase subsidies has lowered purchase barriers and lifted total EV sales, which has in turn worked to the advantage of Chinese exporters, Cui Dongshu said.
Chinese brands expanded their market share in Europe in the first half of 2026 driven by local subsidies and higher oil prices, Fitch Ratings said in a report sent to the Global Times.
The combined market share of leading Chinese brands in the EU, European Free Trade Association and UK rose to 11 percent in the first half of this year, up from 7 percent in the first half of 2025. The largest Chinese players, Geely Group (including Volvo Car) and SAIC Motor, expanded steadily despite the tariffs. The main drivers of market share gains were BYD, Chery and Leap Motor, according to Fitch Ratings.
Cui Dongshu noted that China's EV edge comes from its full‑fledged industrial ecosystem.
Officials from China's Ministry of Commerce told a press conference on July 28 that China boasts a complete, high‑efficiency EV industrial chain covering raw materials, auto parts, finished cars and production equipment, with industry clusters enabling rapid component supplies. China's huge market, the world's largest, has fueled 11 consecutive years of EV sales.
"Protectionism can only put up short‑term entry barriers. It cannot erase the solid strengths of Chinese EVs or stop Chinese brands from establishing a lasting foothold in Europe," Cui Dongshu said.
Yet, geopolitical risks remain as the EU reportedly considers expanding tariffs to restrict Chinese plug-in hybrid EVs.
German media Handelsblatt reported on June 19 that the EU is drawing up new measures to shield its single market more tightly against Chinese imports in the near future, citing senior EU officials and industry insiders. Specifically, the plan could contain countervailing duties to be levied on Chinese‑made plug‑in hybrids.
The rising market share of Chinese‑brand EVs amid EU tariffs has demonstrated that trade barriers cannot distort market choices. If the EU carries out its planned countervailing duties on Chinese plug‑in hybrids, the measure will yield only limited results, Cui Hongjian, a professor at the Academy of Regional and Global Governance at Beijing Foreign Studies University, told the Global Times on Monday.
Europe's problems stem from weak competitiveness and flawed energy policies. The EU ought to cast aside its confrontational mindset, remove unfair restrictions and pursue consultations and cooperation with China. Shifting industrial‑sector conflicts outward cannot remedy the weaknesses of its EV sector and will only damage the EU's reputation for destroying free trade, Cui Hongjian said.
。今天日经225指数跌幅超过3%，领跌全亚洲市场。其中一个触发因素大家都知道，就是日本首相没底线的发言遭到了中国严厉反制，起到了震慑作用。还有一个更重要的原因，其实是市场猜测日本新上来的这位首相会采取大规模的刺激方案，现在这个刺激方案好像已经快到临门一脚的阶段。大规模的刺激意味着国债规模会迅速扩大，国债的供给量会增大，传导到市场，就是大家看到国债的价格下跌，国债收益率上升。尤其是今天长期的30年期国债收益率涨了1.72%，是比较少见的，现在30年期国债收益率达到了3.31%，这个国债收益率比中国同期的国债收益率还要高。日本国债的市场又非常敏感，因为它容易串联到全球，造成全球的震动。                   日本有大量的资金是低利息借贷之后，转换成其他国家的货币投到了全球，所以当日本这边的货币政策或者它的国债市场，或者它的利率出现变动的时候，容易传染到全球，大家跟着一起去波动。所以今天日本不光在全球制造了波动，实际上它国内这个情况也比较微妙，它的债券市场、外汇市场以及它的股票市场出现了三杀的局面。

三 |                    接下来就是一个比较敏感的窗口期，日本会作何处理？这个地方要留意一下，日本的国内的金融市场跟全球不太一样，过去的这么多年以来，日本发行国债或者是日本的这个股票市场，它最大的一个买家其实是来自于它本国的央行。这一次还是这个样子的，就是日本央行要不要过来接？要不要过来抬轿子？就日本搞这个财政扩张，央行这边来这个收国债，顺便去发行一大堆的这个资金，印一大堆的钞票，如果还搞老的这一套的话，或许会短时间去平息一下市场的恐慌情绪，但是没有办法解决根本性的问题。                   本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会，在妙投APP-我的-权益兑换 输入“妙投888”即可领取。

Current article:http://kvdh9.chengjuecannaobianmouqueduoyu.shop/list_1ps/gvao.html

Published on:18:43:19