快科技8月24日消息，近日，蔚来联合创始人、总裁秦力洪在公开活动上作出判断，预计2026年内国内乘用车市场的纯电车型渗透率就会超过50%，纯电取代燃油成为市场绝对主流的行业终局正在以远超之前预期的速度加速到来。
Ministry of Commerce
China on Monday decided to impose anti-dumping tariffs of up to 54.3 percent on imports of pecans (Carya illinoensis) from Mexico and the US in the form of deposits after it ruled preliminarily that imports of pecans from the two countries were dumped in the Chinese market, China's Ministry of Commerce (MOFCOM) announced.
The investigating authority found a causal link between the alleged dumping of imports of pecans from Mexico and the US and the injury suffered by Chinese producers. The ministry said it will impose provisional anti-dumping measures in the form of security deposits beginning August 11, 2026, according to an announcement on the ministry's website on Monday.
The dumping margins for Mexican companies were determined to be 17.8 percent to 51.6 percent. Since no US company has responded to the investigation, and in accordance with Chinese law and WTO rules, the dumping margin for all US companies was determined on the basis of the best information available at 54.3 percent, according to a spokesperson of the MOFCOM.
China launched the anti-dumping investigation into pecan imports from Mexico and the US on September 25, 2025, under its Anti-Dumping Regulations, according to the ministry.
A number of Mexican companies responded to the investigation, but no US companies did so.
China has always exercised caution and restraint in using trade remedy measures, and remains firmly committed to safeguarding fair and free trade, the MOFCOM spokesperson said on Monday, briefing on the preliminary ruling. China will continue to conduct the investigation in accordance with the law, fully protect the rights of all interested parties, and make an objective and impartial final ruling based on the findings of the investigation, the spokesperson said.
Pecans, also known as American walnuts or thin-shelled walnuts, are used both as snacks and in baking, and can also be processed into edible oil.
The MOFCOM spokesperson said that the ministry has conducted the investigation in accordance with the principles of fairness, impartiality, openness, and transparency, and in strict compliance with relevant Chinese laws and regulations as well as WTO rules.
The ministry said interested parties may submit written comments within 10 days of the announcement.
Global Times
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二 | 秦力洪在现场进一步明确预测，就在今年当中的某一个自然月，纯电车型的市场占比就会正式跨过50%的临界点，纯电车型成为车市销量绝对主流的趋势已经完全不可逆转。推动这一判断的核心支撑数据之一，是今年7月蔚来品牌在国内8个省份的42座城市里，单月销量已经同时超过了奔驰、宝马、奥迪组成的德系豪华三强，在不少核心高端市场已经站稳了脚跟。更早之前，秦力洪就已经代表蔚来对外明确表态，蔚来未来绝对不会推出任何增程式车型，整个品牌的产品路线将始终坚定不移走纯电汽车赛道，不会为了短期销量随大流蹭增程的风口。按照秦力洪的解释，以蔚来团队现有的技术积累和整车研发能力，如果真的想要入局增程赛道，只需要20个月的开发周期就能拿出完全满足量产标准的成熟增程车型，做增程在技术层面根本不存在任何门槛，不想做从来都不是做不出来。秦力洪在这次公开采访中还给所有人算了一笔非常直白的产业账，平均每台车上多装一整套增程系统，额外要付出的物料制造成本差不多在2万元左右，如果按照100万辆车的年销规模来计算，全部车型搭载增程系统要多花出来的额外总成本就能达到200亿元。在他看来，掏出这200亿元去覆盖所有增程车型的额外系统成本，完全不如把这笔钱直接投到换电站的布局建设上，最后换来的用户补能体验提升和品牌长期价值收益，要比卖增程车赚的短期利润高得多。秦力洪同时提到，前几年不少车企靠增程车型快速起量赚来的快钱，本质上本来就不属于行业应该赚的长期收益，眼下随着市场竞争进入白热化阶段，当初靠增程这条捷径埋下的所有隐患，现在所有选择走这条路的玩家都要慢慢偿还之前欠下的成本债，行业发展从来不存在真正可以抄的近路。
