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美国总统特朗普的对华关税不仅重创了特斯拉公司在中国的市场,同时也让其美国工厂面临着无米可炊的困境。

一名知情人士表示,由于美国提高了对中国商品的关税,特斯拉现在已经暂停了从中国向美国出口Cybercab和Semi电动卡车零部件的计划。

据悉,当特朗普威胁对中国商品征收34%时,特斯拉还准备承担这部分关税成本,但后来关税税率远高于这一水平,特斯拉只能被迫搁置其发货计划。

目前,美国对中国商品的总关税税率达到145%。这一超出预期的关税可能将扰乱特斯拉量产Cybercab的计划,特斯拉CEO马斯克此前一直向投资者宣传,Cybercab将是特斯拉未来增长的重大创新。

量产计划遇挫

Cybercab是特斯拉即将推出的一款纯电动自动驾驶汽车,以配合自动驾驶出租车服务,后者正在寻求美国地方政府的许可。这款汽车没有方向盘或控制踏板,售价可能不到3万美元。

该汽车据悉本来计划在今年10月试生产,并在2026年实现量产,工厂位于美国得克萨斯州。另一款汽车Semi电动卡车则在内华达州生产,特斯拉希望在明年进一步扩大生产规模,以完成对百事可乐等公司的拖延订单。

然而,这些计划目前都被意外的高关税打乱,这也可能加剧特朗普与马斯克之间的矛盾。此前,马斯克就多次公开暗示或明示反对关税,在特朗普宣布对等关税进入90天暂缓期后,马斯克还在X上发帖支持。

尽管特朗普推迟了部分国家的关税,并考虑修改对来自墨西哥、加拿大等地的进口汽车及汽车零部件征收25%的关税,但对于特斯拉来说,中美贸易战的影响已经让其十分痛苦。

上周,由于中国宣布了对美国商品征收反制关税,特斯拉停止在中国市场接受ModelS和ModelX的新订单,这两款车型都在美国加州工厂进行生产和组装。

但特斯拉也不是唯一受到关税冲击的汽车公司。据估计,中国近年来汽车零部件出口的15%至20%流入美国市场,且北美传统燃油车供应链中的70%依赖于亚洲供应商,电动车比例则可能更高。

标普全球还指出,北美汽车行业如果将30%的亚洲供应链转移至北美,单件零部件的成本可能增加15%至20%,而设备迁移和工人培训的隐性成本可能使总投入翻倍。

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