Fortune | FORTUNE 2024年10月12日
After Tesla snub, Mexico vows production of its own compact EVs
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墨西哥总统克劳迪娅·谢恩鲍姆宣布,墨西哥将致力于生产一种廉价的紧凑型电动汽车,以应对特斯拉汽车价格过高的问题。该计划旨在利用墨西哥企业和研究人员的智慧,并建立完整的生产链,以实现电动汽车的国产化。然而,该计划面临着多重挑战,包括锂资源缺乏、高昂的电力成本以及基础设施不足等问题。尽管如此,墨西哥政府希望通过该计划,能够在电动汽车市场上占有一席之地,并摆脱对外国汽车制造商的依赖。

🚗 墨西哥总统克劳迪娅·谢恩鲍姆宣布,将致力于生产一种廉价的紧凑型电动汽车,以应对特斯拉汽车价格过高的问题。她表示,特斯拉汽车对墨西哥市场来说过于昂贵,而墨西哥将利用本国企业和研究人员的智慧,致力于打造一款价格更低、更适合墨西哥市场的电动汽车。

🔌 该计划旨在建立完整的生产链,以实现电动汽车的国产化。墨西哥政府希望通过该计划,能够在电动汽车市场上占有一席之地,并摆脱对外国汽车制造商的依赖。然而,该计划面临着多重挑战,包括锂资源缺乏、高昂的电力成本以及基础设施不足等问题。

💰 墨西哥目前并不生产锂,而锂是电动汽车电池的关键材料。此外,墨西哥国内的电力价格很高,这将增加电动汽车的使用成本。墨西哥的电力基础设施也十分落后,无法满足大规模电动汽车充电的需求。

🚧 尽管面临着诸多挑战,墨西哥政府仍然希望能够克服这些困难,成功实现电动汽车的国产化。该计划的成功与否,将取决于墨西哥政府能否有效地解决锂资源缺乏、电力成本高昂以及基础设施不足等问题。

🇲🇽 墨西哥计划生产的电动汽车将与中国和印度生产的电动汽车相竞争。中国和印度已经开始向墨西哥出口电动汽车,而墨西哥政府希望能够通过该计划,在电动汽车市场上占据更大的份额。

💸 墨西哥政府尚未公布其计划生产的电动汽车的售价,但有消息称,一些中国制造商已经在墨西哥市场上销售价格低廉的电动汽车。墨西哥政府需要找到一种方法,来降低生产成本,以与这些低价竞争对手竞争。

💡 墨西哥政府希望通过该计划,能够促进本国汽车工业的发展,创造更多的就业机会,并推动经济增长。该计划的成功与否,将对墨西哥的经济发展产生重大影响。

🔋 墨西哥政府希望通过该计划,能够减少对化石燃料的依赖,降低碳排放,并改善环境质量。该计划的成功与否,将对墨西哥的环境保护产生重大影响。

President Claudia Sheinbaum said Teslas were too “onerous,” or expensive, for the Mexican market anyway. Tesla’s cheapest car, the Model 3, costs about $30,000.Tesla CEO Elon Musk said in July the company had “paused” plans for a plant in Mexico, citing Donald Trump’s remarks about possible auto tariffs.Sheinbaum said her government will try to bring together Mexican companies and researchers to produce a “compact, cheap electric car.”“The idea is to use Mexican companies and Mexican researchers’ ingenuity, to bring them together to assemble this electric car,” Sheinbaum said. “The idea is to create production chains so that this entire electric car is made in our country.”She cited electric vehicles from China and India — some of which are already flooding into Mexico — as examples. Small electric motorbikes from China have flooded Mexican streets in recent months, but Sheinbaum said motorbikes, which in Mexico are often ridden by three people at a time, were too dangerous.The plan faces a number of problems, including the fact that Mexico doesn’t produce any lithium, the key ingredient for batteries, nor any mass quantity of batteries. High domestic electricity rates could also be a roadblock.There are some clay-encased lithium deposits in northern Mexico, which the government nationalized under the last administration. However, Sheinbaum said the techniques for mining that lithium weren’t currently commercially viable, and that production from those sources was “a little bit more long term.”And anybody seeking to charge a battery at home could face punishingly high bills. Mexico subsidizes low-level domestic power consumption at about 10 cents per kilowatt hour, a bit lower than the U.S. average.But a vastly higher rate kicks in for any electricity consumption above the minimal level, which is basically just enough to power a dozen light bulbs, a washing machine and a refrigerator.Moreover, Mexico’s decrepit power lines and transmission facilities are barely able to keep up with current demand, let alone widespread at-home charging of vehicle batteries.Sheinbaum did not say what sales price Mexico was aiming at for its ultra-small electrical car, but that could be another problem.Some Mexican discount stores are offering a tiny mail-order Chinese electric car for about $1,000. It would be very hard for Mexican manufacturers to compete with that motorcycle-level price.Mexico was stung after Tesla postponed plans to build a Gigafactory in the northern border state of Nuevo Leon earlier this year. The promise of the plant had sparked stiff competition among Mexican governors to get the facility.Musk said in July “I think we need to see just where things stand after the election. Trump has said that he will put heavy tariffs on vehicles produced in Mexico. So it doesn’t make sense to invest a lot in Mexico if that is going to be the case.”Recommended newsletter Data Sheet: Stay on top of the business of tech with thoughtful analysis on the industry's biggest names. Sign up here.

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电动汽车 墨西哥 特斯拉 国产化
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