2026美国应考虑在特定条件下允许中国在美国生产电动汽车（英）-彼得森国际经济研究所

1750 Massachusetts Avenue, NW | Washington, DC 20036-1903 USA +1.202.328.9000 | www.piie.comPOLICY BRIEF26-18. The US should consider allowing Chinese production of electric vehicles in America under certain conditions.Alan Wm. Wolff.October 2026.Alan Wm. Wolff, senior fellow at the Peterson Institute for International Economics, was Deputy Director-General of the World Trade Organization and a Deputy US Special Representative for Trade Negotiations.Just before leaving office in January 2025, the Biden administration issued a rule barring the sale or import of connected vehicle hardware and software made in China, effectively banning Chinese production of electric vehicles (EVs) in the United States. The Trump administration has continued the ban. Before that rule, in 2024, the Biden administration quadrupled Section 301 tariffs on Chinese EVs from 25 to 100 percent, which the Trump administration has also continued. In March 2025, President Donald Trump added a 25 percent national security tariff on imported passenger vehicles, light trucks, and automotive parts. These restrictions stand in sharp contrast to the Trump administration’s policy of pressing other governments to pledge massive investments in the United States and accepting some Chinese investment activity even when national security issues arose. In recent cases, the Trump administration has allowed foreign investment in sensitive areas. Last year, it approved Nippon Steel’s acquisition of the United States Steel Corporation (U.S. Steel)—despite national security concerns—in return for the US government getting a noneconomic “golden share” with authority 2�PB 26-18 | OCTOBER 2026over plant closings. The administration has also agreed to maintain minority Chinese investment in TikTok, despite concerns about Chinese access to private communications in the United States. The auto sector has remained a sensitive matter, especially because US autoworkers oppose Chinese auto production in the United States. Administration hawks have repeatedly stated that Chinese EV investment would never be accepted. Secretary of State Marco Rubio and Treasury Secretary Scott Bessent have opposed any Chinese EV investment in the United States as a potential national security threat and a threat to US auto sector jobs. Commerce Secretary Howard Lutnick said, “We’re not going to have them here.” However, in September 2026, President Trump said he would not oppose Chinese automakers building cars in the United States. “If China wanted to come in and open a plant to build their cars here, I’d be OK with that,” Trump said on a Fox News program. “Japan does it, but they hire our people. The big thing is they hire our people,” he added.Despite this being the age of artificial intelligence (AI), it turns out that automobile content is still important to an economy. The total automotive ecosystem bring...