比亚迪、吉利竞购日产-奔驰墨西哥工厂 产能23万辆 加速北美市场布局
BYD and Geely are among three finalists competing to purchase a Nissan-Mercedes-Benz joint venture plant in Aguascalientes, Mexico, according to a Reuters exclusive report. The plant, which has a production capacity of 230,000 vehicles per year, would give either Chinese automaker an instant manufacturing foothold in North America, bypassing years of regulatory delays that have stalled their greenfield factory plans in the country.
The third finalist is Vietnamese EV maker VinFast. The three were selected from a pool of nine companies that expressed interest, including Chinese automakers Chery and Great Wall Motor.
more…⚠️ 风险分析 中
摘要：中国车企竞购墨西哥工厂以规避美国市场准入壁垒，面临潜在贸易政策风险。
影响：此举可能引发美国对通过墨西哥规避关税的中国汽车进行更严格的审查或新的贸易限制，影响其北美市场布局。
建议：密切关注美国贸易政策动向，评估USMCA原产地规则合规风险，并准备应对潜在关税或调查。
Not the sharpest mind, but the steadiest hand.