China’s Countermeasures Activate: A Trillion-Yuan Opportunity for the Electric Vehicle Industry

Tariff Countermeasures Activated! The New Energy Vehicle Industry Welcomes Trillion-Yuan Market Opportunities!

Recently, the U.S. Department of Commerce imposed punitive tariffs of up to 100% on Chinese electric vehicles, aiming to hinder China’s technological rise in the new energy era. However, China has responded swiftly and decisively. On one hand, it has revoked subsidies for Tesla’s Shanghai factory; on the other hand, it has extended the purchase tax exemption for electric vehicles until 2030, injecting a strong boost into the industry’s development.

Meanwhile, at the national level, measures are being actively planned to safeguard the new energy vehicle industry. The State Council has issued the “Action Plan for the High-Quality Development of the New Energy Vehicle Industry”, with the central government allocating a substantial 200 billion yuan special fund to support core technological advancements. The Ministry of Industry and Information Technology has clearly mandated that by 2025, the proportion of new energy vehicles in government procurement must not be less than 80%.

Furthermore, the “scrap and replace” policy has been enhanced, with the central government offering subsidies of up to 150,000 yuan per new energy commercial vehicle, aiming to stimulate a market expansion worth trillions. The new energy vehicle industry is currently undergoing unprecedented transformation. Chinese brands have already captured over 35% of the global market share, with BYD’s sales in Southeast Asia even surpassing Toyota in a single month.

CATL has launched ultra-fast charging batteries that can provide 800 kilometers of range after just 10 minutes of charging, effectively alleviating consumer range anxiety. The cost of domestically produced silicon carbide electronic control systems has decreased by 40%, achieving a generational leap from IGBT to third-generation semiconductors. According to McKinsey’s forecast, by 2030, China will control 60% of the global core component supply chain, indicating a bright future for the new energy vehicle industry.

After thorough research and analysis, financial research teams have identified three industry-leading companies in the new energy sector with significant core competitiveness. Among them, one company stands out as particularly worthy of investor attention. The third company, Wencan Co., Ltd., is a leader in global integrated die-casting technology. Recently, Wencan secured an order for the chassis assembly of Tesla’s Cybertruck, showcasing its robust capabilities in this field. Notably, the yield rate of its 9,000-ton ultra-large die-casting machine has surpassed 95%, ensuring strong product quality. Additionally, the national social security fund has increased its holdings in Wencan to 4.18%, reflecting confidence in the company’s future development.

In terms of technological reserves, Wencan is over three years ahead of the industry, with promising prospects for future growth. The second company, BYD, has established itself as the dominant player across the entire new energy vehicle supply chain, currently holding the title for the highest installed capacity of blade batteries globally. Its overseas business is experiencing explosive growth, with a 380% year-on-year increase. In Brazil and Thailand, BYD has successfully built super factories with an annual production capacity of 500,000 vehicles, further solidifying its position in the global market. Foreign investment giant BlackRock has also shown strong interest, increasing its stake to 7.3%, highlighting BYD’s investment value.

At the forefront is the absolute leader in power batteries, which has made significant strides in solid-state batteries, electric aviation, and ultra-fast charging technology. The installed capacity of its supercharging battery has exceeded 50 GWh, with a remarkable energy density of 500 Wh/kg for solid-state batteries, supporting the commercialization of electric aircraft. Central Huijin has increased its stake to 2.87%, with 317 institutions conducting research on this company. To learn more about this company, interested parties can directly inquire: send “888” to gain access.

The content provided represents personal viewpoints and does not constitute investment advice. Investors should exercise caution, as the stock market carries risks.