特朗普将取消电动汽车补贴反而成为特斯拉的“大利好”_老虎社区_美港股上老虎

特朗普将取消电动汽车补贴反而成为特斯拉的“大利好”

财中社2024-11-15

美东时间11月14日周四，据两位知情人士向媒体透露，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。长远看，全球电动车领导者特斯拉（TSLA）将从中获益。　　受该消息影响，电动车股集体大跌，Nikola收跌22.76%，极氪ADR收跌23.68%， “特斯拉劲敌”Rivian收跌14.3%，特斯拉收跌5.77%。这表明市场对这一政策变动的担忧，担心取消...

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的核心措施之一，旨在鼓励消费者购买电动汽车，推动清洁能源的发展。特朗普政府希望通过取消电动车税收补贴来节省资金，用以支付即将到期的数万亿美元减税政策。　　特朗普在选举前就承诺过，即使美国的石油产量已经达到了历史新高，他还是要推动增加美国的石油产量，并且要撤销拜登总统那些花费很大的清洁能源计划。这些政策不仅包括电动车税收补贴，还包括对风能、太阳能的补贴，以及对氢能源的大规模生产支持。　　特朗普终止电车补贴的计划，对特斯拉来说可能是件好事，因为这将给它的竞争对手带来更大的损失。据知情人士透露，作为全球最大的电动汽车制造商，特斯拉已经告诉特朗普的过渡团队，他们支持取消补贴。马斯克今年早些时候表示，取消补贴可能会对特斯拉的销量造成轻微影响，但会对竞争对手造成毁灭性打击，其中包括通用汽车等传统车企。　　事实上，特斯拉向来不是这项补贴的最大受益方，相较于直接卖车的特斯拉，这项补贴对于通过“租赁漏洞”来享受税收优惠的其它汽车厂商更为有利。　　有补贴就有厂商钻漏洞　　在美国，大多数消费者直接购买的汽车并不符合全额补贴的资格，因为它们的许多零部件或材料都来自海外，但租赁汽车不存在这些要求，消费者可以通过租赁来享受补贴。　　这也导致了美国电动车租赁激增。有数据统计，在美国出售的电动车中，有接近60%为长租而非直接购买。特斯拉是个例外，其商业模式更倾向于通过直接销售来获得利润，而非租赁。特斯拉认为，过度依赖租赁模式会导致车辆的残值下滑。　　相反，很多其他汽车制造商在定价时已经考虑到税收激励，补贴越大，产品对消费者的吸引力就越强。如果没有这些补贴，汽车制造商可能不得不降低价格以减少亏损，或者面临失去部分客户的风险。　　而且，在激烈的价格战下，特斯拉电动车依然能够盈利，而美国其它汽车制造商在电动车业务上一直是亏钱的，很多厂商十分依赖电动车补贴来减少亏损。　　Wedbush分析师Dan Ives评论：“特朗普当选总统对电动汽车行业来说总体上是负面消息，然而我们认为这对特斯拉来说却是一个巨大的利好。”　　自特朗普当选以来，特斯拉的市值增加了3000亿美元，这一数字超过了福特、通用汽车和Stellantis的总市值。（文章来源：财中社）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}