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高昂的油价是电动汽车制造商最好的销售宣传

伊朗战争带来的供应冲击正在加速亚洲的电动汽车革命

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    • 作者表示，随着新一轮中东石油危机的形成，亚洲电动汽车制造商有望抓住一个新市场。
    • 作者表示，随着新一轮中东石油危机的形成，亚洲电动汽车制造商有望抓住一个新市场。 照片：YEN MENG JIIN, 《商业时报》

    David Fickling

    Published Wed, Mar 25, 2026 · 04:43 PM

    本文由AI辅助翻译

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    当一种没有替代品的产品（例如冠病大流行期间的卫生纸）遭遇供应冲击时，人们除了应对之外别无他法。但如果有一个现成的替代品蓄势待发，结果就可能是大规模的转向。

    想想1970年代石油禁运之后，美国司机是如何转向更小、更省油的日本汽车。1973年，底特律三大汽车制造商的产量几乎占到全球的一半，而如今，它们的占比远低于10%。

    随着新一轮中东石油危机的形成，亚洲电动汽车（EV）制造商正准备抢占一个新市场。这将对传统汽油汽车和摩托车造成冲击，就像丰田、本田及其同行在1980年代对美国汽车业所做的那样。而这一次，同样是这些公司，却可能成为输家。

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