Swedish EV-maker Polestar (PSNY) says it will no longer sell cars in the US after the Commerce Department banned its sales here. Polestar, owned by Chinese automaker Geely, said US authorities decided not to "grant Polestar authorization under the current US Connected Vehicle Rule," meaning the company will not be able to market or sell new model-year 2027 vehicles. The Connected Vehicle Rule targets data security concerns by restricting the use of certain foreign technologies in two areas. The software ban ...

核心事件与监管影响 - 美国商务部根据《互联汽车规则》未授予极星公司销售授权，该规则以国家安全为由，限制自2027款车型年起进口和销售与中国有关联的互联汽车技术[1][2] - 该规则于2025年1月在拜登政府时期通过，并在特朗普政府下得以延续，这是美国为加强国内汽车制造业而禁止中国制造和出口汽车的最新重大举措[3] - 法规涵盖蓝牙、Wi-Fi、蜂窝网络连接和部分卫星通信技术，担忧车辆收集美国车主的敏感数据[2] - 立法者已提议立法进一步收紧限制，中国电动汽车进口还面临高额关税[3] 公司应对与市场影响 - 极星公司表示，特朗普政府此举将迫使这家电动汽车制造商从2027款车型年开始停止在美国销售汽车[1] - 消息公布后，极星股价在早盘交易中下跌5.7%[1] - 公司将继续在美国销售现有的极星3和极星4车型，并提供其服务网络支持[4] - 极星早在2024年就警告称，互联汽车规则将“有效禁止”其在美国销售汽车，包括本土生产的汽车[4] 公司战略与财务表现 - 极星CEO表示，汽车行业正进入基于区域动态的新阶段，公司战略随之调整，欧洲是其最大的增长引擎，并计划在欧洲生产极星7[5] - 由于竞争压力加剧和消费者支出放缓，极星已越来越多地转向欧洲市场，因美国销售持续疲软[5] - 公司第一季度销售额中仅有6%来自美国，而78%来自欧洲[5] - 极星一直难以实现盈利，并需要其所有者吉利和董事长李书福的反复注资[6] - 公司股价大幅下跌，去年被迫进行反向股票分割以维持其纳斯达克上市地位[6] 行业背景 - 福特等其他汽车制造商正急于获得美国政府授权，以继续销售在美国展厅已有多年的车型，但这些车型近期也因禁令而受到冲击[6]

Polestar said it will continue selling its existing stock of Polestar 3 and Polestar 4 vehicles in the U.S., and that it will "continue to support customers, including providing access to its service network." But the company also pointed out in a press release that 94% of its retail sales volume in the first quarter of 2026 came from markets outside the U.S. The company said it is now "increasing its strategic focus on Europe." The decision to effectively ban Polestar from the U.S. market just a few months ...