東南亞電動汽車銷量暴漲1000%,中國搶占了日本的市場份額
South East Asia''s EV Sales Skyrocket 1000%; China Takes Japanese Market Share譯文簡介
傳統(tǒng)品牌希望讓東南亞成為燃油車的傾銷地,但我們這里對價格非常敏感。即使是效率較低的電動汽車也比最好的內(nèi)燃機(jī)便宜得多,現(xiàn)在像馬來西亞這樣的石油生產(chǎn)國正計劃削減中高收入階層的汽油補(bǔ)貼,對電動汽車的興趣正在飆升。
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Legacy brands were hoping to make Southeast Asia the dumping ground for ICE but we here are very price sensitive. Even the less efficient EV is still way cheaper than the best ICE, and now that oil-producing countries like Malaysia are planning to cut petrol subsidies for the mid to upper-income bracket, interest in EVs is skyrocketing.
傳統(tǒng)品牌希望讓東南亞成為燃油車的傾銷地,但我們這里對價格非常敏感。即使是效率較低的電動汽車也比最好的內(nèi)燃機(jī)便宜得多,現(xiàn)在像馬來西亞這樣的石油生產(chǎn)國正計劃削減中高收入階層的汽油補(bǔ)貼,對電動汽車的興趣正在飆升。
Agree with the "dumping ground" mentality. For too long, African and South-east Asian people have been forced to use second-hand vehicles from Japan and America, even in terms of infrastructure, while being expected to pay those countries a high price they don't deserve (See Japan's recent attempt to sell old retired rail cars from 80s to Indonesia). No wonder those regions are now siding with Chinese manufacturers, allowing, for the first time, people here to enjoy modern and advanced products at an affordable price.
同意“傾銷地”的心態(tài)。長期以來,非洲和東南亞人民被迫使用來自日本和美國的二手車輛,甚至在基礎(chǔ)設(shè)施方面也是如此,同時他們還被期望向這些國家支付他們不應(yīng)得的高價(參見日本最近試圖將80年代退役的舊軌道車輛出售給印度尼西亞)。難怪這些地區(qū)現(xiàn)在站在中國制造商一邊,讓這里的人們第一次以合理的價格享受到現(xiàn)代和先進(jìn)的產(chǎn)品。
what on earth are talking about? mid to upper income Malaysians are not subsidies for fuel usage any differently to the rest of the population.
' even the cheapest EV is still way cheaper than the best ICE car ' Well thanks for stating the obvious, of course a MG EV is cheaper than a Porsche, so whats you point in mentioning that?
你們到底在說什么?馬來西亞中高收入人群的燃油補(bǔ)貼與其他人群沒有任何區(qū)別。
“即使是最便宜的電動汽車仍然比最好的燃油汽車便宜得多,”好吧,謝謝你說了這么明顯的話,當(dāng)然,名爵電動車比保時捷便宜,那么你提到這個有什么意義呢?
@Canon_Chan
your comment is complete crap. the people in the areas you mention are not forced to buy anything. they purchase what they can afford.
你的評論完全是廢話。你提到的地區(qū)的人們沒有被強(qiáng)迫購買任何東西。他們買他們買得起的東西。
? @robertfonovic3551
He is right though, Japan sold their used trains to Myanmar too
他是對的,日本也把二手火車賣給了緬甸。
Australia is the dumping ground. We have some of the worst fuel standards in the world
澳大利亞是垃圾傾倒場。我們的燃油標(biāo)準(zhǔn)是世界上最糟糕的
With massive traffic jams in KL and Bangkok, it makes sense if most cars there are EV. This results in Better air quality in the cities. EV cars also don’t heat up the air in city roads. This makes the traffic jams more bearable. We don’t need to wear masks while walking in the beautiful streets in KL and Bangkok.
由于吉隆坡和曼谷的交通堵塞,如果那里的大多數(shù)汽車都是電動汽車,這是有道理的。這會改善城市的空氣質(zhì)量。電動汽車也不會使城市道路上的空氣變熱。這使得交通堵塞更容易忍受。我們在吉隆坡和曼谷美麗的街道上行走時不需要戴口罩。
If you install solar panels and solar batteries , you will save even more on bills charging your EV at home in Malaysia and other South East Asia countries!
如果你安裝太陽能電池板和太陽能電池,在馬來西亞和其他東南亞國家,你將節(jié)省更多的電費(fèi)!
@keithng5249
As a Singaporean I would say EVs and South East Asia is a match made in heaven.
Lots of city driving here with tons of traffic jams. EVs would thrive as they are very efficient in such circumstances.
Also, unlike temperate countries we have to deal with global warming EVERYDAY (since we are in a tropical region) and like u said, direct pollution from the fumes created by a lot of traffic jams (although this is a lesser problem in Singapore).
作為一個新加坡人,我想說電動汽車和東南亞是天作之合。
這里很多人開車,交通堵塞很嚴(yán)重。電動汽車將蓬勃發(fā)展,因為它們在這種情況下非常高效。
此外,不像溫帶國家,我們每天都要應(yīng)對全球變暖(因為我們在熱帶地區(qū)),就像你說的,交通堵塞造成的煙霧直接污染(盡管新加坡的問題不那么嚴(yán)重)。
In Singapore if u have home charging, u will almost never need public charging (unless u are a Taxi driver of course). Our island is so small it stretches for 50km end to end (and most Teslas have ranges of 400km and above)
在新加坡,如果你有家庭充電設(shè)備,你幾乎永遠(yuǎn)不需要公共充電設(shè)備(當(dāng)然,除非你是出租車司機(jī))。我們的島非常小,首尾也就長50公里(大多數(shù)特斯拉的續(xù)航都在400公里及以上)
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@richardlphillips
Been in Thailand for two months. BYD attos are everywhere. Cant go 10 mins without seeing them.
來泰國兩個月了。比亞迪汽車隨處可見。不到10分鐘就會看到。
These (non-US and non-European) markets are where the traditional car-makers make much of their profits. As their profits fall in these regions, so their overall global viability is weakened. Companies cannot afford to lose markets where they derive such profits - so while EV adoption in some major markets may be slower (leading some commentators to believe there's no threat), no company can sustain losses for very long. Tony Seba's preditions ("game over for ICE") is becoming a reality - and quite rapidly.
這些市場(非美國和歐洲)是傳統(tǒng)汽車制造商賺取大部分利潤的地方。隨著它們在這些地區(qū)的利潤下降,它們在全球的整體生存能力也被削弱。公司無法承受失去這些利潤來源的市場——因此,盡管電動汽車在一些主要市場的普及速度可能會放緩(導(dǎo)致一些評論員認(rèn)為沒有威脅),但沒有一家公司能夠長期承受虧損。托尼·塞巴的預(yù)言(“燃油車玩完了”)正在成為現(xiàn)實——而且速度相當(dāng)快。
This is a facinating story. It will be interesting to see the Q4 sales results for 2023. I am particularly interests to see the drop in sales for Toyota and Honda in this market.
這是一個引人入勝的故事??吹?023年第四季度的銷售結(jié)果將會很有趣。我特別感興趣的是看到豐田和本田在這個市場的銷量下降。
@mickzed6393
I'm surprised how BEV/BYD is now very quickly getting a foothold in Thailand, especially considering massive import duties. Yes, burning off is a major problem in northern Thailand.
我很驚訝純電動汽車/比亞迪現(xiàn)在是如何迅速在泰國站穩(wěn)腳跟的,尤其是考慮到高額的進(jìn)口關(guān)稅。是的,燃燒消耗是泰國北部的一個主要問題。
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they pay import tariff on japanese cars as well.
他們也對日本汽車支付進(jìn)口關(guān)稅。
@qilu2004
No they dont, Japanese have factories onshore.
不,他們沒有,日本人在當(dāng)?shù)赜泄S。
@ivancai8070
LOL, Toyota was telling the world that developing countries are not ready for EVs.
哈哈,豐田是在告訴世界,發(fā)展中國家還沒有為電動汽車做好準(zhǔn)備。
There are 2 major road blocks for it taking off rapidly in Malaysia. #1 Petrol/Gas - as a major oil producer the government still enjoys alot of kickbacks from the local oil producer, Petronas. If they start backing EV, than should every household make the switch to EV, that would impact Petronas's bottom line. #2 There are 2 major auto players in Malaysia. With exception to Proton (which Geely owns 49.9% of it), Perodua the other local automaker has not made any significant investments into EV. EV infrastructure is also pretty spotty given the first reason mentioned. If these 2 things are address coupled with even more lower costs EVs coming into the market, then I forsee it taking off here in Malaysia. Btw, through Geely's management of Proton, they have recently started to sell Smart EV in Malaysia
它要在馬來西亞迅速發(fā)展有兩個主要障礙。1.汽油/天然氣——作為一個主要的石油生產(chǎn)國,政府仍然享受著當(dāng)?shù)厥蜕a(chǎn)商馬來西亞國家石油公司的大量回扣。如果他們開始支持電動汽車,那么每個家庭都應(yīng)該轉(zhuǎn)向電動汽車,這將影響馬來西亞國家石油公司的利潤。2.馬來西亞有兩家主要的汽車制造商。除了寶騰(吉利擁有其49.9%的股份),另一家本土汽車制造商Perodua沒有對電動汽車進(jìn)行任何重大投資。鑒于前面提到的第一個原因,電動汽車的基礎(chǔ)設(shè)施也相當(dāng)參差不齊。如果這兩個問題得到解決,再加上更多低成本的電動汽車進(jìn)入市場,那么我預(yù)計電動汽車將在馬來西亞飛速發(fā)展。順便說一句,通過吉利對寶騰的管理,他們最近開始在馬來西亞銷售智能電動汽車
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Many people in Thailand, Vietnam, Cambodia know that they are dependent in imports for petrol and Diesel, and don't want to be beholden to Malaysia or Indonesia. They can see that fuel prices are only going up, and they know that they can get their own electricity from the sun, or, in Thailand, from nuclear power. What's more, the people are smart, and won't take second-rate EVs. I can see Thailand in particular not just phasing out new ICE by 2030, but probably by 2028.
泰國、越南、柬埔寨的許多人都知道,他們的汽油和柴油依賴進(jìn)口,不想受制于馬來西亞或印度尼西亞。他們可以看到燃料價格只會上漲,他們知道他們可以從太陽能中獲得電力,或者,在泰國,從核能中獲得電力。更重要的是,人們很聰明,不會選擇二流的電動汽車。我認(rèn)為泰國不僅會在2030年之前逐步淘汰新的燃油車,而且可能會在2028年之前就能達(dá)成。
BYD Atto 3 electric cars gaining traction in Hong Kong. Although Tesla dominates the Hong Kong electric car market, I am seeing more and more Atto 3 eVs and the price is actually more expensive compared to mainland China and I think in the rest of SE Asia as well. I got mine Atto 3 delivered in April this year and I just found out my friend who visited us yesterday got her brand-new red Atto 3 delivered in June. I see a couple of BYD E6s and vans, but very few if any BYD Seals, Hans or even Dolphins. If the range and boot/trunk space can be improved, I think the Atto 3 could be a winner for BYD!
比亞迪Atto 3電動車在香港大受歡迎。盡管特斯拉主導(dǎo)著香港的電動汽車市場,但我看到越來越多的Atto 3電動汽車,與中國大陸相比,價格實際上更貴,我認(rèn)為在東南亞其他地區(qū)也是如此。我的Atto 3是今年4月交付的,我剛發(fā)現(xiàn)昨天拜訪我們的朋友在6月收到了她全新的紅色Atto 3。我看到了幾輛比亞迪E6,但很少有比亞迪“海豹”,“漢”或者“海豚”。如果續(xù)航和啟動/后備箱空間可以改善,我認(rèn)為Atto 3可能會成為比亞迪的贏家!
Very few, in Macau you can see a much greater variety of EVs than HK. I also got my Atto 3 in January. Only complaint is that the infotainment system is far inferir than mainland chinas. I hope they offer a one time upgrade to change the systems to be the same as mainland China, including the charging port. In the future almost everyone will be driving into the mainland in a regular basis since the "Northbound" scheme was launched
雖然數(shù)量很少,但在澳門你可以看到比香港更多種類的電動汽車。我也在一月份提了Atto 3。唯一的抱怨是信息娛樂系統(tǒng)遠(yuǎn)不如中國大陸。我希望他們能一次性升級,把系統(tǒng)改成和中國大陸一樣,包括充電接口。自“北行”計劃推出以來,未來幾乎所有人都會定期開車前往內(nèi)地
@dxelson
I am still waiting for the navigation app for the Atto 3 in HK. I am happy with the infotainment system, but I don't know what it's like in the mainland.
我還在等待Atto 3在香港的導(dǎo)航應(yīng)用。我對信息娛樂系統(tǒng)很滿意,但我不知道大陸的情況。
Given 1 of every 3 people on the planet live in the relatively small area of S.E. Asia, which is the largest auto market and fastest-growing auto manufacturing market, and they are rapidly going all-EV, that should get everyone's attention. I really hope Chinese and Taiwanese leaders meet and discuss forming an alliance and get rid of this nonsensical tension in the region.
考慮到地球上每3個人中就有1個人生活在相對較小的東南亞地區(qū),那里是最大的汽車市場和增長最快的汽車制造市場,而且他們正在迅速轉(zhuǎn)向全電動汽車,這應(yīng)該引起每個人的注意。我真的希望兩岸領(lǐng)導(dǎo)人會面,討論建立聯(lián)盟,消除該地區(qū)這種無意義的緊張局勢。
Great news that Asia will soon be ravaging the already pathetic sales of Toyota and other diesel manufacturers. They have all had it too good for too long. Now is time for BEVs to shine.
好消息是,豐田和其他燃油汽車制造商本已慘淡的銷量很快將在亞洲遭到重創(chuàng)。他們的好日子過得太久了?,F(xiàn)在是電動汽車大放異彩的時候了。
Given what you've said about the relationship between Japanese Automakers and the Government, I'm wondering how public charging provisions might be made there. I would think that the Japanese Carmakers would be trying to make it hard to charge, publicly...
鑒于你所說的日本汽車制造商和政府之間的關(guān)系,我想知道如何在那里制定公共充電規(guī)定。我認(rèn)為日本汽車制造商會試圖讓公開收費(fèi)變得困難……
Low cost EVs are going to allow transition of the entire developing world to electric. Within the decade, I believe they will pass the US and maybe Europe and achieve essentially full EV new vehicle sales. Tesla needs to break ground on its India facility.
低成本的電動汽車將使整個發(fā)展中國家向電動化過渡。我相信,在未來十年內(nèi),中國將超過美國,或許還有歐洲,大體上實現(xiàn)全電動汽車的新車銷售。特斯拉需要其印度的工廠破土動工。
People across the planet are sick of breathing toxic fumes and the traditional motor manufacturers will have to adapt or fall. Nice one Sam!
世界各地的人們都厭倦了吸入有毒氣體,傳統(tǒng)的汽車制造商將不得不適應(yīng),否則就會失敗。
China has been frustratingly SLOW to enter SEA esp Indonesia. Come on China...chop chop chop. Indonesia EVs.
令人沮喪的是,中國進(jìn)入東南亞的速度很慢,尤其是印度尼西亞。加油中國…快點,快點。印度尼西亞喜歡電動汽車。
Chinese carmakers have spotted a weakness in their foreign competitors - the Japanese above all. Now that we are in the “hockey stick” of EV adoption, it is virtually impossible for Toyota and other laggards to catch up. By the time that the Japanese produce competent EVs, the likes of 2:23 BYD, Geely and Tesla will have conquered markets that used to be controlled by Japanese manufacturers.
中國汽車制造商發(fā)現(xiàn)了外國競爭對手的弱點——尤其是日本汽車?,F(xiàn)在,我們正處于電動汽車普及的“曲棍球棒效應(yīng)”階段,豐田和其他落后者幾乎不可能迎頭趕上。等到日本人生產(chǎn)出合格的電動汽車時,比亞迪、吉利和特斯拉等公司將征服過去由日本制造商控制的市場。