Mexico tau dhau los ua Lub Hiav Txwv Xiav Tshiab rau Kev nqis peev hauv Kev Lag Luam Tsheb Thoob Ntiaj Teb

Oct 21, 2023

Tso lus

Baic, Chery, Changan thiab lwm lub tuam txhab tsheb hauv tsev tau piled rau hauv Mexico, thiab A-share teev npe tsheb qhov chaw tuam txhab Topu Group, Xusheng Group, Bethel thiab Silver Wheel shares kuj tau ua raws li cov kauj ruam ntawm BMW, Tesla thiab lwm lub tuam txhab los tsim cov chaw tsim khoom hauv Mexico, Mexico tau dhau los ua Tuam Tshoj lub tsheb xa khoom loj tshaj plaws hauv Latin America. Cov kws tshuaj ntsuam tau hais tias qhov nrawm nkag ntawm Suav kev tsim khoom rau hauv Mexico kuj tau pab cov tuam txhab loj hlob tuaj. Txawm li cas los xij, qee cov kws tshuaj ntsuam tau taw qhia tias daim ntawv cog lus tshiab ntawm US-Mexico-Canada kev lag luam tau hloov kho kom haum rau Tebchaws Meskas, thiab nws tseem nyuaj rau cov tuam txhab tsheb hauv Suav kom faib cov ncuav mog qab zib no nrog Volkswagen, Nissan thiab lwm lub tuam txhab tsheb loj.

Tuam Tshoj tsheb kev lag luam saw lag luam xws li BAIC, MG, JAC, Chery, Jiangling, Changan tau mus rau Mexico hauv xyoo tas los no los tsim cov khoom tsim thiab muag hauv cheeb tsam. Yam tsawg kawg 10 ntau lub npe Suav tau tshaj tawm lawv txoj kev nkag mus rau hauv Mev kev lag luam hauv 2022 ib leeg, thiab lwm 10 yuav tsum nkag mus rau yav tom ntej, raws li tus kws pab tswv yim Yusseth. Qee cov kws tshuaj ntsuam tau hais tias ib qho ntawm cov laj thawj tseem ceeb los nyiam ntau lub tuam txhab kev lag luam tsheb txuas ntxiv mus rau hauv Mexico yog qhov sib thooj rau cov lag luam muaj peev xwm. Cov khoom tsim nyob rau hauv Mexico, nrog rau cov nqi tsheb thauj mus los qis dua mus rau North American lag luam, kuj tuaj yeem them rau South American lag luam. Tsis tas li ntawd, Mexico kuj muaj kev nplua nuj ntawm cov peev txheej lithium, uas yog cov khoom siv yooj yim rau lub tsheb fais fab. Tam sim no, Mexico tau ua pov thawj lithium reserves ntawm 1.7 lab tons, nyob qib 10 hauv ntiaj teb.

Nrog rau kev tsim kho ntawm cov chaw tsim khoom hauv Mexico los ntawm cov tsheb loj thoob ntiaj teb, cov tuam txhab lag luam hauv cov khoom lag luam muaj feem cuam tshuam tseem tab tom ntsib cov lus nug tseem ceeb ntawm "mus rau hiav txwv". Piv txwv li, Musk npaj yuav tsim ib lub $25,000 lwm tiam neeg nkag-theem hluav taws xob tsheb nyob rau hauv Mexico, thiab nyob rau hauv thiaj li yuav tau mus rau lub Tesla nkoj, domestic mov chain tuam txhab uas muag tau ceev lub layout ntawm Mexican factories. Raws li kev txheeb cais nyob rau hauv cov ntaub ntawv tshawb fawb ntawm Cui Yan ntawm Huaxi Securities thaum Lub Rau Hli 28, cov tuam txhab teev npe xws li Tuopu Group, Xinquan Shares, Xusheng Group, Akedi, Tuam Tshoj Mis Shares, Bethel, Sanhua Kev Txawj Ntse Tswj, Daimei Shares, Nyiaj Wheel Shares, thiab Shangsheng Electronics tau tsim lawv tus kheej cov khoom lag luam hauv Mexico thiab muab lawv rau lawv cov neeg koom tes nyob ze, ua kom cov txheej txheem ntawm cov khoom lag luam thoob ntiaj teb.

Kev nrawm nkag ntawm Suav kev tsim khoom rau hauv Mexico kuj tau pab cov tuam txhab loj hlob tuaj. Tam sim no, kev koom tes ntawm Tuam Tshoj thiab Mexico tau sib sib zog nqus, thiab Mexico tau dhau los ua lag luam loj tshaj plaws rau Tuam Tshoj cov tsheb xa tawm hauv Latin America. Nyob rau hauv 2022, tag nrho cov lag luam tawm ntawm Tuam Tshoj thiab Mexico mus txog 94.965 billion US dollars, nce 9.8% xyoo-rau-xyoo, uas qhia tau hais tias lub economic qauv ntawm ob sab yog heev complementary. Guillermo Rossles, tus thawj coj ntawm Mexican Automobile Dealers Association, tau hais rau lub rooj sib tham hauv tsheb hauv lub Cuaj Hli 7 tias cov tsheb los ntawm Tuam Tshoj suav txog 19.4 feem pua ​​​​ntawm Mexico cov tsheb thauj khoom hauv yim lub hlis dhau los, nce los ntawm 5.7 feem pua ​​​​hauv 2018. Lub taub hau hais tias rov qab los. nyob rau hauv cov khoom muag thiab lub sij hawm xa khoom sai tau pab Mexico kom tau raws li qhov xav tau, nrog kev sib tw ntau dua ntawm cov hom tsheb hauv Mev ua lag luam.

Txawm li cas los xij, qee cov kws tshuaj ntsuam hais tias thaum Mexico muaj ntau qhov zoo, nws kuj muaj qee txoj cai pheej hmoo thiab kev pheej hmoo ntawm kev lag luam. Nws suav nrog kev ruaj ntseg, kev ua haujlwm, kev tsim kho vaj tse, kev ua haujlwm, kev tswj hwm thiab lwm yam uas tuaj yeem tsim teeb meem rau cov tub ua lag luam txawv teb chaws. Txawm hais tias lub peev xwm ntawm Mev kev lag luam loj, yuav ua li cas hloov thiab tuav lub khw no kuj yog ib qho kev sib tw loj. Tom qab ntawd muaj qhov teeb meem ntawm lub hwj chim hom, Suav tsheb tseem tsis tau tsim ib qho kev lees paub ntawm lub zog muaj peev xwm txawv teb chaws, thiab high-end tseem nyob rau theem ntsuas dej. Txawm hais tias lub teb chaws ywj pheej hom tau ntev dhau los ntawm kev sib koom ua lag luam, tab sis hauv kev ua lag luam Mev, nws tseem tsis tau paub.

Nws tseem yog ib qho yooj yim los saib tsis tau tias daim ntawv cog lus tshiab ntawm US-Mexico-Canada tau hloov kho kom haum rau Tebchaws Meskas piv nrog cov qub North American Free Trade Agreement. Piv txwv li, ntawm cov tsheb tuaj txawv teb chaws, Tebchaws Meskas tau teeb tsa cov khoom xa tawm txhua xyoo ntawm 2.6 lab tsheb rau Canada thiab Mexico. Hauv lwm lo lus, cov tuam txhab tsheb hauv Suav xav muab cov ncuav mog qab zib no nrog Volkswagen, Nissan thiab lwm lub tuam txhab tsheb loj. Txawm li cas los xij, lawv tau nkag mus tob hauv thaj av Mev tau ntau xyoo, thiab cov hauv paus hniav tob dua. Qee qhov kev lag luam sab hauv tau taw qhia tias Tebchaws Meskas yog lub ntiaj teb thib ob loj tshaj plaws kev lag luam tsheb, nws qhov tseem ceeb yog qhov tseeb ntawm nws tus kheej, tab sis Suav cov tsheb lag luam xa tawm mus rau Tebchaws Meskas muaj cov nqi se siab thiab kev txwv, thiab tsim nyog ntawm thaj chaw nyob ze rau Tebchaws Meskas. kev ua lag luam thiab qhov zoo ntawm daim ntawv cog lus ua lag luam dawb, Mexico tau dhau los ua lub peev txheej tshiab ntawm kev lag luam tsheb tsim, tab sis kuj yog ib qho kev xaiv tshiab xiav dej hiav txwv rau Suav lag luam.

Xa kev nug