特斯拉与通用“限期去中国化”：对中国供应链的挑战与中国产线出海的新机会2025-11-17

本报告面向中国汽车及相关供应链企业的负责人及团队，系统梳理特斯拉（Tesla）与通用汽车（GM）近期被报道的“限期减少或剥离中国零部件”的举措，结合美国关税、税收补贴与安全审查新规，对未来 3–5 年中美供应链格局进行趋势研判，并提出针对中国企业的出海与本地化布局建议。
This report is intended for the board chairs, CEOs, and senior executives of Chinese automotive and related supply chain companies. It systematically reviews recent reports that Tesla and General Motors (GM) are asking suppliers to reduce or eliminate China-sourced parts within specified deadlines, and it connects these developments with new U.S. policies on tariffs, tax credits, and security reviews to forecast the U.S.–China supply chain landscape over the next 3–5 years and propose overseas and localization strategies tailored to Chinese firms.