中國電動車：預計經墨西哥出口北美
・中國正在為墨西哥本土生產做準備
・美國對中國進入美國市場持謹慎態度
我們為您帶來勝俁恆的世界觀文章摘要。
Financial Time: (December 17th)
An article titled “U.S. worries about Chinese EV factory in Mexico” was published.
Chinese EV manufacturers are planning to start local production in Mexico.
The aim is for Chinese EVs to enter the US market. Meanwhile, the United States is on heightened alert.
Three major EV manufacturers in China:
-China’s MG Motor, BYD, Chery Automobile
Preparations are underway to construct a factory in Mexico.
In 2023, we held discussions with Mexican government officials to consider the site for factory construction.
A Chinese car battery maker is also planning to build a $12 billion factory in Mexico.
Mexican car production:
Mexico, ranked seventh in the world, has benefited from disruptions to global supply chains.
Mexico and NAFTA:
It can provide the benefits of the United States-Mexico-Canada Agreement (USMCA).
Mexico offers cheap labor and an extensive automotive supply chain.
EY Latin America: Mr. Francisco Bautista
The desire of Chinese EVs to enter the Mexican market is rapidly increasing.
Four Chinese EV manufacturers want to establish production bases in Mexico.
All four companies are EY customers.
Strict restrictions in the US:
The United States has strict restrictions under the Inflation Control Act (IRA).
We want to exclude Chinese companies’ EVs, battery parts, and resources from our supply chain.
Biden administration concerns:
China is concerned about “manufacturing EVs in Mexico and circumventing the IRA law.”
Four EV companies in China:
He is formulating a plan to enter Mexico. Make Mexico an export base for the United States.
MG motor:
China’s MG Motor is planning to build a factory in Mexico with a total construction cost of 1.5 billion to 2 billion dollars.
BYD: (Build Your Dreams)
The company is working on building a factory in Mexico, with the first stage investment amounting to hundreds of millions of dollars.
In November, he held talks with ministers from four states at an EV factory in Mexico City.
Governor of Nuevo Leon:
BYD has clearly stated that it plans to build a factory. No final decision has been made yet.
U.S. House of Representatives Special Committee on China: Top Executive
In a recent letter, he expressed concern that China is using Mexico as a backdoor to enter the U.S. market.
US Treasury Secretary Yellen:
Recently, regarding the agreement between the United States and Mexico, he emphasized the need to correctly apply trade rules (stricter screening of foreign investments).
Mexico: Minister of Finance and Debt Ramirez
Mexico’s Finance and Public Debt Minister Ramírez has made it clear that the country is focusing on the U.S. market.
He has made it clear that he will not do anything that would make the United States uncomfortable.
https://hisayoshi-katsumata-worldview.com/archives/34371376.html
Mexico: China is the largest car importer
We will provide you with a summary of articles published by JETRO.
Mexican National Institute of Statistics and Geography (INEGI)
1. Import and sales volume of Chinese-made automobiles in 2022
Imports from China reached 173,583 units, an increase of 2.2 times compared to the previous year.
It exceeds other major countries such as the United States, Brazil, Japan, and India.
Accounted for 23.8% of all imported car sales
(Attachment Table 1)
2. Sales volume in 2022 by company
General Motors was in first place with 107,772 units, an increase of 83.6% from the previous year.
MG motors increased by 2.9 times to 48,112 units,
Stellantis increased by 4.1 times to 9,119 units,
Motornation increased by 3.6 times to 5,847 units,
Motornation imports and sells Changan Automobile, Beijing Automobile, and Jiangling Automobiles.
(Attachment Table 2)
https://www.jetro.go.jp/biznews/2023/01/ea3a3affc5253510.html