Tesla-Supplier Panasonic Energy Targets Reduced Reliance On China For US Battery Supplies, Says It Is 'No.1 Objective'
Tesla-Supplier Panasonic Energy Targets Reduced Reliance On China For US Battery Supplies, Says It Is 'No.1 Objective'
Panasonic Energy, a key supplier for Tesla Inc. (NASDAQ:TSLA), is aiming to cut its reliance on China for electric vehicle battery supplies in the U.S. Allan Swan, President of Panasonic Energy of North America, emphasized that this transition is the company's "No.1 objective."
松下電池，特斯拉公司的主要供應商（納斯達克：TSLA），旨在減少其在美國對中國電動汽車電池供應的依賴。松下電池北美公司的總裁艾倫·斯旺強調，這一轉變是公司的「首要目標。」
What Happened: The strategic move comes in response to incoming President Donald Trump's promise to increase tariffs on Chinese imports, prompting global companies to reevaluate their manufacturing strategies. Swan stated that the primary task is to avoid a supply chain heavily reliant on China, Reuters reported on Tuesday.
發生了什麼：這一戰略舉措是針對即將上任的特朗普概念總統承諾提高對中國進口商品關稅的回應，促使全球公司重新評估其製造業策略。路透社週二報道，斯旺表示，主要任務是避免過度依賴中國的供應鏈。
Panasonic Energy, a division of the Japanese electronics conglomerate Panasonic Corp. (OTC:PCRFF), supplies batteries not only to Tesla but also to other automakers. The company currently operates a battery plant in Nevada and has plans to inaugurate another U.S. facility in Kansas within the year. This initiative aligns with the broader industry trend of diversifying supply chains amid geopolitical tensions.
松下(ADR)的一個部門，松下能源，不僅爲特斯拉提供電池，還供應給其他汽車製造商。該公司目前在內華達州運營一家電池工廠，並計劃在年內在堪薩斯州開設另一家美國設施。這一舉措符合行業板塊在地緣政治緊張局勢下多樣化供應鏈的更廣泛趨勢。
Why It Matters: The decision by Panasonic Energy to reduce its dependency on China for battery supplies is significant in the context of the ongoing EV price war and the competitive landscape in the electric vehicle market. Chinese automakers, including Nio Inc (NYSE:NIO) and Li Auto Inc (NASDAQ:LI), have been extending financial incentives to attract buyers, intensifying competition. This move is part of a broader strategy by companies to mitigate risks associated with geopolitical tensions and trade policies.
爲什麼這很重要：松下能源減少對中國電池供應依賴的決定在當前電動汽車價格戰和電動汽車市場競爭格局中具有重要意義。包括蔚來汽車(紐交所:NIO)和理想汽車(納斯達克:LI)在內的中國汽車製造商，一直在提供財務激勵措施以吸引買家，從而加劇競爭。這一舉措是各公司降低與地緣政治緊張局勢和交易政策相關風險的更廣泛策略的一部分。
Moreover, the shift comes at a time when BYD Co Ltd (OTC:BYDDY) has overtaken Tesla as the world's largest battery electric vehicle seller in the fourth quarter of 2024. Despite this, Tesla continues to maintain its position as the top-selling pure EV brand for the year.
此外，此次變化正值比亞迪股份有限公司(場外交易:BYDDY)在2024年第四季度超過特斯拉，成爲全球最大的電池電動汽車銷售商之際。儘管如此，特斯拉仍然保持其作爲全年銷售最好的純電動汽車品牌的地位。
Additionally, Tesla has achieved record sales in China with approximately 83,000 units sold in December alone. This underscores the importance of the Chinese market for Tesla, even as Panasonic seeks to diversify its supply chain away from China.
此外，特斯拉在中國創下了銷售新紀錄，僅在12月份就售出約83,000輛。這突顯了中國市場對特斯拉的重要性，即使松下尋求將其供應鏈多樣化以減少對中國的依賴。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明：此內容部分由Benzinga Neuro生成，並由Benzinga編輯審核和發佈。
Image via Shutterstock
圖片來源：Shutterstock
