​Saudi Arabia Aims to Develop EV Industry

2024-02-05 15:44:00来源:网络

Saudi Arabia Aims to Develop EV Industry

沙特阿拉伯旨在发展电动汽车产业

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  By John Russell

  28 January 2024

  Saudi Arabia has spent billions of dollars to become competitive in the electric vehicle (EV) industry.

  Such efforts are part of Saudi Crown Prince Mohammed bin Salman's broader plan to create jobs and diversify the country's economy. The kingdom has invested at least $10 billion in Lucid Motors, a United States-based company. It also set up a Saudi EV company, Ceer, and built an EV metals factory.

  The Public Investment Fund (PIF), Saudi Arabia's $700 billion sovereign wealth fund, has a goal to produce 500,000 EVs yearly by 2030, up from a target of 150,000 in 2026.

  Yet by December, Ceer, which opened in September 2023, had put together around 800 vehicles. Those vehicles were based on kits supplied from the U.S. state of Arizona.

  Saudi Arabia has failed in the past to appeal to foreign car makers.

  Japan's Toyota rejected a proposed deal with Saudi Arabia in 2019. The company said labor costs were too high, local suppliers were too few, and the market was too small.

  As the world moves away from cars fueled by oil, experts say Saudi Arabia faces competition in the EV industry.

  "There is tremendous competition that the country will face from established manufacturing power houses and from established supply chains," said Gaurav Batra of EY, a business advisory company.

  Batra added, "A lot of things need to come into place before this industry takes shape and really ignites."

  Saudi officials did not respond to Reuters news agency requests for comment.

  EV production

  China currently leads the new supply chain as well as EV production. Chinese company BYD became the world's biggest maker of EVs last year, pushing Tesla motors into 2nd place.

  Saudi Arabia faces a lack of auto parts supply - anything from car doors to engines. There is no major local industry to produce these goods.

  The EV manufacturer Ceer, a joint project between the PIF and Taiwanese company Foxconn, plans to launch a car by 2025. But the company has not yet built its factory.

  A source connected to Ceer said it was unlikely the company would have a vehicle on the road before 2026. The source spoke on condition that they not be identified.

  In October, South Korean car manufacturer Hyundai and the PIF announced a project to build a factory for traditional engine vehicles and electric vehicles. The project, along with those of Lucid and Ceer, would create a group of factories in Jeddah's King Abdullah Economic City.

  Ceer will get parts from Germany's BMW automobile company, including batteries, the highest cost single part of an EV.

  Lucid vice president Faisal Sultan told Reuters in December that Saudi Arabia needed the presence of critical suppliers. He said the Saudi factory only rebuilt vehicles and the Arizona site carried out quality control testing.

  The company's idea - keeping the supply chain and vehicle manufacturing in the United States - could lead other companies to set up rebuild sites as well. As a result, these companies might be able to get Saudi incentives, a Saudi auto industry leader said.

  But such moves could slow the growth of local Saudi manufacturing as the country would continue to import foreign-made cars.

  I'm John Russell.

  Pesha Magid, Nick Carey and Marc Jones reported on this story for Reuters. John Russell adapted it for VOA Learning English.

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  作者:约翰·罗素

  2024年1月28日

  沙特阿拉伯已经投入数十亿美元,以在电动汽车(EV)行业中具有竞争力。

  这些努力是沙特王储穆罕默德·本·萨勒曼更广泛计划的一部分,该计划旨在创造就业机会并使国家经济多元化。该王国至少在美国公司Lucid Motors上投资了100亿美元。它还成立了一家沙特电动汽车公司Ceer,并建立了一家电动汽车金属工厂。

  沙特阿拉伯的公共投资基金(PIF),这是一个7000亿美元的主权财富基金,目标是到2030年每年生产50万辆电动汽车,比2026年的目标150,000辆有所提高。

  然而,到12月,Ceer已经组装了大约800辆汽车。这些汽车是基于从美国亚利桑那州提供的套件。

  沙特阿拉伯过去未能吸引外国汽车制造商。

  2019年,日本的丰田拒绝了与沙特阿拉伯的一项拟议交易。该公司表示,劳动力成本过高,本地供应商太少,市场太小。

  随着世界从燃油汽车转向电动汽车,专家表示沙特阿拉伯在电动汽车行业面临竞争。

  EY公司的Gaurav Batra说:“该国将面临来自已建立的制造业大国和已建立的供应链的巨大竞争。”

  Batra补充说:“在这个行业形成并真正点燃之前,需要有很多事情到位。”

  沙特官员未回应路透社的评论请求。

  电动汽车生产

  中国目前领导新的供应链以及电动汽车生产。中国公司比亚迪去年成为全球最大的电动汽车制造商,将特斯拉汽车推到了第二位。

  沙特阿拉伯面临汽车零部件供应不足的问题 - 从汽车门到发动机。没有主要的本地产业来生产这些商品。

  电动汽车制造商Ceer,是PIF和台湾公司富士康的联合项目,计划在2025年推出一款汽车。但该公司尚未建立其工厂。

  与Ceer有关的一位消息人士表示,该公司在2026年之前不太可能有车辆上路。该消息人士要求不被公开身份。

  10月,韩国汽车制造商现代和PIF宣布了一个项目,用于建造传统发动机汽车和电动汽车的工厂。该项目以及Lucid和Ceer的项目,将在吉达的阿卜杜拉经济城建立一组工厂。

  Ceer将从德国的宝马汽车公司获取零部件,包括电池,这是电动汽车的最高成本单一部分。

  Lucid副总裁Faisal Sultan在12月告诉路透社,沙特阿拉伯需要关键供应商的存在。他说,沙特工厂只是重新组装汽车,而亚利桑那州的工厂进行质量控制测试。

  该公司的想法 - 将供应链和汽车制造保持在美国 - 可能会导致其他公司也建立重建站点。因此,这些公司可能能够获得沙特的激励措施,一位沙特汽车行业领导者说。

  但是,这样的举动可能会减缓沙特本地制造业的增长,因为该国将继续进口外国制造的汽车。

  我是约翰·罗素。

  Pesha Magid,Nick Carey和Marc Jones为路透社报道了这个故事。约翰·罗素为VOA学习英语改编了它。

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  这个故事中的词汇

  kit – n. 用于组装某物的一套零件

  tremendous – adj.非常大或伟大的

  ignite – v. 给某物提供生命或能量

  supply chain – n. 参与商品生产的一系列人员和公司

  incentive – n. 鼓励人做某事的东西


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