EPISODE · Sep 17, 2025 · 22 MIN
EP04-05 2025 全球汽車市場：關稅風暴與電動化加速
from Island Thinker | 小島視角 · host C.Y. LU
《2025 全球汽車市場：關稅風暴與電動化加速》 簡介 2025 年汽車產業正面臨前所未有的結構轉型：美國自 4 月起將 25% 關稅擴大到所有進口車，對中國製汽車更祭出 100% 稅，車價可能一口氣上漲 1 萬美元。歐盟則改採 CO₂ 三年平均制，給車廠短期喘息空間，卻也要求 2026–2027 繳出更亮眼的減碳成績。中國市場暴衝 +42%，NEV 市佔突破 35%，成為全球電動化的主要引擎。鋰價回穩，但銅、鎳續漲，OEM 面臨成本壓力，必須用長約與回收策略保毛利。在這一集，我們邀請汽車產業分析師，一起拆解 PwC Autofacts 最新報告，深入探討貿易政策、電動化趨勢、原物料風險，以及 OEM 該如何重新布局供應鏈與產品策略。 適合收聽的觀眾 產業研究員、車廠策略人員、供應鏈夥伴、對汽車與國際貿易有興趣的聽眾。 Powered by Firstory Hosting
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EP04-05 2025 全球汽車市場：關稅風暴與電動化加速
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