글로벌 배터리/소재 시장 동향

프랑스 EV 인센티브 개정...중국산보다 유럽산 전기차에 유리
(France) Reuters

14일(현지시간) 프랑스 정부가 전기차 보조금 개편을 적용한 보조금 수령 차량 리스트를 공개했다. 중국산보다 프랑스와 유럽에서 생산된 전기차가 높은 점수를 받아 보조금을 받을 수 있게 된다.

프랑스는 전기차 생산과 운송 과정에서 탄소 배출량을 점수로 환산해 보조금을 지급한다. 현재 프랑스에서 판매되는 전기차의 약 65%가 보조금을 받을 수 있다. 스탈란티스의 24종, 르노의 5종, 테슬라 모델Y 등이 보조금을 받을 수 있으며, 중국에서 생산되는 테슬라 모델3는 제외된다. 르노 산하의 다치아(Dacia)의 경우 전기차 '스프링(Spring)'이 중국에서 수입되기 때문에 보조금 대상에서 제외된다.

프랑스의 에마뉘엘 마크롱 대통령은 "중국산 전기차보다 프랑스 및 유럽에서 생산된 전기차가 더 저렴해지는 것을 원한다"고 언급했다.

원문

France's new EV cash incentive rules toughen market for Chinese-made cars (Reuters, 12-15)


An electric vehicle is displayed on the INDIGO weel stand at Autonomy and the Urban mobility summit in Paris

An electric vehicle is displayed on the INDIGO weel stand at Autonomy and the Urban mobility summit in Paris, France, October 19, 2018. REUTERS/Benoit Tessier/File Photo Acquire Licensing Rights


PARIS, Dec 14 (Reuters) - France's revamped rules on consumer cash incentives for electric car purchases favour vehicles made in France and Europe over models manufactured in China, a government list of eligible car types published on Thursday showed.


Some 65% of electric cars sold in France will be eligible for the scheme, which from Friday will include new criteria covering the amount of carbon emitted in the manufacturing of an electric vehicle (EV).


The list of eligible models includes 24 produced by Franco-Italian group Stellantis (STLAM.MI) and five by French carmaker Renault (RENA.PA). Elon Musk's Tesla (TSLA.O) Model Y will be eligible but not its Model 3.


Electric vehicle brand MG Motors, owned by China's SAIC, said it expects the new rules to weigh on the French EV market.


"There are cars that will entirely lose their competitiveness", an MG spokesperson told Reuters, adding that the brand had decided not to apply for the bonus scheme for its MG4 model because it was "designed to exclude us".


French Finance Minister Bruno Le Maire hailed what he called the new rules' incentive for automakers to reduce their carbon footprint.


"We will no longer be subsidising car production that emits too much CO2," he said in a statement.


President Emmanuel Macron's government has wanted to make French and European-made EVs more affordable for domestic consumers relative to cheaper vehicles produced in China.


The average retail price of an EV in Europe was more than 65,000 euros ($71,000) in the first half of 2023, compared with just over 31,000 euros in China, according to research by Jato Dynamics.


The French government already offered buyers a cash incentive of between 5,000 and 7,000 euros to get more electric cars on the road, at a total cost of 1 billion euros ($1.1 billion) per year.


However, in the absence of cheap European-made EVs, a third of all incentives are going to consumers buying EVs made in China, French finance ministry officials say. The trend has helped spur a surge in imports and a growing competitive gap with domestic producers.


China's auto industry relies heavily on coal-generated electricity, meaning many Chinese-made EVs will henceforth not qualify.


The Ademe agency overseeing the process studied the eligibility of almost 500 EV models and their variants to include in the scheme.


Dacia, the low-cost Renault brand, saw its Spring model imported from China excluded from the list.


Tesla's Model 3 is made in China. The Model Y, which is larger and more expensive, is made mainly in Berlin and was the top selling EV in France over the first 11 months of the year.