China China ha invertido la asombrosa cifra de 1.430.800 millones de euros en el sector de los vehículos eléctricos (VE) durante la última década, según un nuevo análisis del Centro de Estudios Estratégicos e Internacionales (CSIS). Este enorme apoyo gubernamental, que representa casi 19% de las ventas totales de VE entre 2009 y 2023, ha impulsado a China a la vanguardia de la carrera mundial de los VE, informa CNBC.
The CSIS report, authored by Scott Kennedy, trustee chair in Chinese Business and Economics, highlights how Beijing’s support extended beyond just monetary subsidies. China implemented non-monetary policies favoring domestic automakers over foreign competitors.
Kennedy señaló: "Hay algunas excepciones, pero en general los fabricantes de automóviles occidentales y los gobiernos se han quedado de brazos cruzados y no han sido lo bastante agresivos".
Despite some early missteps, like companies cheating the government out of over $140 million in subsidies, China’s EV push has paid off. Chinese EV makers and battery producers have made “tremendous progress” according to independent auto analysts and Western automakers interviewed by Kennedy.
However, the rapid growth has come at a cost. Extensive government support and market expansion haven’t significantly boosted profits for Chinese EV companies. Major players like BYD and Tesla han visto disminuir su beneficio neto por coche. El sector también se enfrenta a una intensa guerra de precios, con empresas que recortan los precios o lanzan modelos económicos.
The U.S. is now ramping up its own EV initiatives, allocating $370 billion for clean technologies in the Inflation Reduction Act. But China’s head start and the scale of its investment will be hard to match. As Kennedy put it, “Chinese EV makers and battery producers… must be taken seriously.”
EVXL’s Take
China’s EV boom is a double-edged sword for the drone industry. On one hand, advancements in battery tech and manufacturing driven by the EV sector could accelerate progress in electric drones. Cheaper, lighter, longer-lasting batteries would be a boon for drone makers.
However, the cutthroat competition and razor-thin margins in China’s EV market are concerning. If key battery suppliers get squeezed out or EV giants like BYD decide to enter the drone space, it could disrupt the competitive landscape.
EVXL will be keeping a close eye on spillover effects from China’s EV industry as we continue to track developments in electric drone technology. While there may be some turbulence ahead, the long-term potential for electrification to revolutionize both ground and air transportation is undeniable.
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