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简评美国芯片法案、通胀削减法案对中国汽车产业的影响——项庄舞剑,意在沛公?


作者:姚丽娟 冯彩红

在汽车行业进行“CASE革命”(即connectivity, autonomous, sharing and electric,互联、自动驾驶、共享和电动)的过程中,芯片和电池是决定汽车性能的关键核心部件。在弯道超车的战略下,中国占据全球电动车市场份额的近60%,一举超过美国成为全球第一大汽车市场。汽车市场实力的变化,连同能源体系变革、科技差距缩小以及疫情“缺芯”,使得中国电动车产业成为美国上述政策的众矢之的。

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