汽车行业：特朗普取消电车政策，马斯克“醉翁之意”不在车

五矿证券2025-02-12

特朗普在就职演讲上表示将取消电动车政策，30天内将制定并实施具体的行动计划。目前美国现行的电动车政策包括IRA法案、电动车渗透率目标要求、充电桩补贴等，其中最重要的是IRA法案对电动车7500美元税收抵免政策和对产业链的税收抵免。IRA法案落地前美国电动车已经享受最高7500美元的税收抵免，因此IRA的核心在于扶持本土供应链，但至今收效甚微，主要体现在两个方面：（1）产业链宣布的投资大幅增加，但...

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