China A China investiu incríveis $230,8 bilhões em seu setor de veículos elétricos (VE) na última década, de acordo com uma nova análise do Centro de Estudos Estratégicos e Internacionais (CSIS). Esse apoio maciço do governo, que representa quase 19% do total de vendas de VEs de 2009 a 2023, impulsionou a China para a vanguarda da corrida global de VEs, relata 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 observou: "Há algumas exceções, mas, em geral, os fabricantes de automóveis e os governos ocidentais têm se esquivado e não têm sido suficientemente agressivos".
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 viram seu lucro líquido por carro diminuir. O setor também está enfrentando uma intensa guerra de preços, com as empresas cortando preços ou lançando modelos econômicos.
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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