中國的比亞迪超越了特斯拉,成為世界上銷售電動(dòng)車最多的汽車企業(yè)(二)
China's BYD outsells Tesla - and why it will stay that way | DW News譯文簡介
2023年,全球純電動(dòng)汽車銷量第一的汽車企業(yè)易主,比亞迪超過了特斯拉,成為世界上銷售電動(dòng)車最多的汽車企業(yè)。
正文翻譯
Chinese carmaker BYD sold more fully electric cars worldwide than Tesla during the final months of 2024.
中國汽車制造商比亞迪,在2023年的最后幾個(gè)月里,全球的純電動(dòng)汽車銷量超過了特斯拉。
中國汽車制造商比亞迪,在2023年的最后幾個(gè)月里,全球的純電動(dòng)汽車銷量超過了特斯拉。
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I'm not sure about other Asian countries, but China has one of the best charging networks in the world, both in absolute numbers and in the number of chargers and fast chargers per EV. It's easier to find a fast charger available in most parts of China than in California. It's not really a coincidence that more EVs are sold in China than in the rest of the world combined, in most places in China range anxiety is a thing of the past.
Also, China has brand new, small but modern and street EVs for as low as $5K. And cheap Chinese EVs don't really catch fire because they use the cheaper LFP batteries, which are much less prone to fire than regular Lithium batteries (and are likely to quickly switch to the even cheaper Sodium batteries, whose contents are so fire-proof they could literally be used to put out fires).
其他亞洲國家如何我不是很確定,但是中國有世界上最好的充電網(wǎng)絡(luò),不管是在絕對(duì)數(shù)量,還是在每輛電動(dòng)車平均擁有的充電和快速充電裝置數(shù)量上,(中國都是世界上最好的)。相比在加利福尼亞,在中國會(huì)更容易找到一個(gè)能用的快速充電裝置。中國賣出的電動(dòng)汽車比世界其他地方加起來還多,這并不是一個(gè)巧合,在中國大多數(shù)地區(qū),里程焦慮都是過去式了。
此外,中國有全新品牌的、小型但現(xiàn)代化的街頭電動(dòng)汽車,價(jià)格低至5000美元。便宜的中國電動(dòng)汽車,并不會(huì)起火,因?yàn)樗鼈兪褂帽阋说牧姿徼F鋰電池,這種電池比普通鋰電池更不容易著火(而且可能很快就會(huì)改用更便宜的鈉電池,鈉電池的成分非常防火,嚴(yán)格說來甚至可以用來滅火)。
SE Asian, are not poor countries, with over 600m population, with some the fastest growing economy, Singapore, Malaysia, Indonesia, Thailand, Indonesia, Philippines....
That is where you need to go ...
東南亞,并不是貧窮的國家,超過6億的人口,其中一些國家是增長最快的經(jīng)濟(jì)體,(比如)新加坡、馬來西亞、印度尼西亞、泰國、菲律賓....
那是你應(yīng)該去的地方...
@mewt100
It's interesting that you failed to mention Burma and Laos amongst your list. As together with Thailand's 65 million, approximately 65% of the young left school after year 8. Thailand's economy is not a "fastest growing economy." It grows, but slowly as it is totally dependent upon agriculture and tourism, both having taken a hit for various reasons in the last three years.
Thanks, but one doesn't "need to go" there, as that's where one lives and works!
有趣的是,你沒有在你的名單中提到緬甸和老撾,(這兩國家的人),以及泰國的6500萬人,都有大概65%的年輕人在8歲以后就離開了學(xué)校。泰國并不是一個(gè)“快速增長的經(jīng)濟(jì)體”,它在發(fā)展,但是很慢很慢,完全依賴農(nóng)業(yè)和旅游,而這兩個(gè)(經(jīng)濟(jì)支柱)都在過去三年中由于各種原因被沉重打擊。
謝謝,但沒有誰“需要去那里”,那里只是某些人生活和工作的地方而已!
Hi from Thailand. BYD is selling like crazy here. Charging facilities have been installed in petrol stations…problem solved. Tesla opened in Thailand but doesn’t sell many cars. Too expensive.
嗨我來自泰國,比亞迪在這里就像賣瘋了一樣。充電設(shè)備被安裝在加油站....問題解決了。特斯拉也在泰國賣,但是賣出的數(shù)量不是很多,太貴了。
Sadly, most European car makers were not serious about EV until Chinese EV took off.
It'll take quite some time for them to catch up... now it's depends how well the Chinese EV makers will use these advantages.
遺憾的是,在中國電動(dòng)汽車起飛之前,大多數(shù)歐洲汽車制造商并沒有認(rèn)真對(duì)待電動(dòng)汽車。
他們需要相當(dāng)長的時(shí)間才能趕上.....現(xiàn)在,這取決于中國電動(dòng)汽車制造商將在多大程度上利用這些優(yōu)勢。
@stressedbyamountainofworks2047 They are a bit late, but in reality the market was tiny even a few years ago - I have no doubt that in two or three generations the established manufacturers will exceed the performance and cost position of the wast majority of start-ups - most of which, as a result, will seize to exist or at the very least merge into existing automotive manufacturers.
他們有點(diǎn)晚了,但事實(shí)上,即使在幾年前,市場也很小——我毫不懷疑,在兩三代的時(shí)間里,老牌制造商的性能和成本將超過大多數(shù)初創(chuàng)企業(yè)——因此,大多數(shù)初創(chuàng)企業(yè)要么抓住機(jī)會(huì)生存,或者融入合并到現(xiàn)有的汽車制造商里面去...
@AK-ej5ml I agree that eventually most of the start up will not survive and eventually the market will only left with a few brands. But let see which one will survive.
At the moment, I can see Japanese car makers start to lost quite a chunk of market in SEA to Chinese brands.(European cars are not as common in this region as it's too expensive and American cars are just... we don't know any except tesla. Lol)
I think the same will eventually happen in EU as well that Chinese cars will gradually take EU cars market share.
我同意,最終大多數(shù)初創(chuàng)企業(yè)將無法生存,最終市場將只剩下少數(shù)品牌。但讓我們看看哪一個(gè)會(huì)幸存下來。
目前,我可以看到日本汽車制造商開始在東南亞失去相當(dāng)大的市場份額,讓給了中國品牌(歐洲汽車在這個(gè)地區(qū)并不常見,因?yàn)樗F了,而美國汽車……除了特斯拉,我們不知道任何其他美國汽車,哈哈..)
我認(rèn)為同樣的情況最終也會(huì)發(fā)生在歐盟,中國汽車將逐漸占據(jù)歐盟汽車市場的份額。
Exactly how is the Chinese government "unfairly" subsidizing EV makers? I haven't heard anything specific from the politicians.
中國政府到底是怎么“不公平地”補(bǔ)貼電動(dòng)汽車企業(yè)了?我還沒有從政治家那里聽到任何特別的東西。
Lol, not going to happen. There is no way Tesla nor BYD could ever realistically imapct that. German cars for instance are renowned for quality. The complete opposite of BYD and Tesla.
呵,不會(huì)發(fā)生的。特斯拉和比亞迪都不可能真正地影響到它們。打個(gè)比方,德國汽車以質(zhì)量著稱,這與比亞迪和特斯拉完全相反。
@crunchyfrog555 Living in the past...
還活在過去呢?
As an owner of three German cars, I can say, nowadays, the quality of German cars sucks !!! Will replace them by EVs soon. ???
作為三輛德國汽車的車主,我可以說,今天,德國汽車的質(zhì)量很垃圾??!它們很快會(huì)被電動(dòng)汽車替代!
The only time im buying an electric car is if there are no more gasoline cars around, im not gonna wait for hours just to recharge.
除非沒有油車買了,我才會(huì)去買電動(dòng)車,我可不準(zhǔn)備等幾個(gè)小時(shí)就為了充電。
Unless you live in China. There the charging infrastructure is among the best in the world, much better than that of the US and most European countries, and a Dolphin (whose internal space is roughly equivalent to a Corolla's) starts at $15K.
In fact, EV prices in China seem to be just 20% higher than those of ICE cars, for cars with roughly the same specs. Given the lower operating costs of EVs you can recover that difference very quickly.
And this is going to be a big problem for traditional car makers in global markets. In a few years Chinese car makers should be able to export EVs for roughly the same price that the traditional car makers export ICE cars, thus risking having not just traditional carmaker's EVs, but also their ICE cars displaced by cheap Chinese EVs.
除非你住在中國。那里的充電基礎(chǔ)設(shè)施是世界上最好的,比美國和大多數(shù)歐洲國家要好得多,一輛海豚(其內(nèi)部空間大致相當(dāng)于一輛卡羅拉)的起價(jià)為1.5萬美元。
事實(shí)上,在中國,電動(dòng)汽車的價(jià)格似乎只比燃油車高20%,而這些汽車的規(guī)格大致相同。考慮到電動(dòng)汽車的用車成本較低,你可以很快賺回差價(jià)。
對(duì)于在全球市場上的傳統(tǒng)汽車制造商來說,這將是一個(gè)大問題。幾年后,中國汽車制造商應(yīng)該能夠以(與傳統(tǒng)汽車制造商出口燃油車大致相同的價(jià)格)出口電動(dòng)汽車,因此,風(fēng)險(xiǎn)不僅在于傳統(tǒng)汽車制造商的電動(dòng)汽車,而且它們的油車也有可能被便宜的中國電動(dòng)汽車取代。
Western & US cars manufacturers are also subsidized by their government.
西方和美國的汽車制造商,同樣被他們的政府補(bǔ)貼。
When the Chinese government invests in the future of their country it's called a subsidy. I really don't understand western thinking. The US Inflation Reduction Act is either, investment or subsidisation, of the US EV industry - but it is only ever referred to investment by western media. Same thing for Europe - EU subsidies are only ever called investments. Hypocrisy seems to have become a Hallmark of the West.
當(dāng)中國政府對(duì)國家的未來進(jìn)行投資時(shí),這被稱為補(bǔ)貼。我真的搞不懂西方的想法?!睹绹浵鳒p法案》,也是對(duì)美國電動(dòng)汽車行業(yè)的投資或補(bǔ)貼,但被西方媒體提及時(shí)只被稱為是投資。歐洲也是如此——?dú)W盟的補(bǔ)貼只被稱為投資。虛偽似乎已經(jīng)成為西方的一個(gè)標(biāo)志。
Let's be real. If Elon Musk never opened many patents and crucial info, that would happen at least that fast. Musk predicted that outcome and welcomed it because it benefited for all the planet. For China having EV cars is essential and vital.
讓我們真實(shí)一點(diǎn)。如果埃隆·馬斯克沒有開放那么多專利和關(guān)鍵信息,那(電動(dòng)汽車時(shí)代)至少不會(huì)發(fā)生得那么快。馬斯克預(yù)測到了這一結(jié)果,并對(duì)此表示歡迎,因?yàn)檫@對(duì)整個(gè)地球都有利。對(duì)于中國來說,擁有電動(dòng)汽車是至關(guān)重要的。
原創(chuàng)翻譯:龍騰網(wǎng) http://top-shui.cn 轉(zhuǎn)載請(qǐng)注明出處
What a joke, Tesla has a total of 3,404 patents worldwide, 2,397 of which are still in existence, and only 361 truly open patents. After excluding duplicate and similar patents, there are still 222 patents left. Of these 222 patents Appearance patents account for 9, and there are only 213 technical invention patents. These are batteries, motors, electronic controls, vehicle manufacturing, human-computer interaction, and charging piles. These patents have been avoided by mainstream Chinese manufact. . When Tesla opened its patents, the Chinese suppliers of motor and electronic control technology were no worse than Tesla, but they were not as famous as Tesla. Tesla The impact of open patents on the technical roadmap of electric vehicles is negligible
真是個(gè)笑話,特斯拉在全球共有3404項(xiàng)專利,其中2397項(xiàng)仍然有效,真正開放的專利只有361項(xiàng)。在排除重復(fù)和類似專利后,還有222項(xiàng)專利。在這222項(xiàng)專利中,外觀專利占9項(xiàng),只有213項(xiàng)是技術(shù)發(fā)明專利,這些專利包括電池、電機(jī)、電子控制、車輛制造、人機(jī)交互和充電樁(技術(shù))。這些專利一直被中國主流制造商所“回避”。特斯拉開放專利時(shí),(那時(shí)候)中國的電機(jī)和電子控制技術(shù)供應(yīng)商并不比特斯拉差,但他們的知名度不如特斯拉。特斯拉開放專利對(duì)電動(dòng)汽車技術(shù)路線圖的影響微乎其微。
@user-xq2kb5lk2j ok. Relax. China created EV better and earlier than Tesla. And off course, China never used "back engineering" and other stuff.
Ok,放輕松點(diǎn)!中國創(chuàng)造的電動(dòng)車比特斯拉更好也更早,當(dāng)然了,中國從沒有“逆向工程”或其他什么的....
原創(chuàng)翻譯:龍騰網(wǎng) http://top-shui.cn 轉(zhuǎn)載請(qǐng)注明出處
@freemusicforyou2011 First of all, I'm not nervous. Secondly, the first electric car was not made by China or Tesla. It was made by a Frenchman in the 18th century. Thirdly, there is no free lunch in the world. You have to pay for using someone else's patent, If the patent is infringed, why not sue? You will get a large amount of compensation.
首先,我不緊張,第二,第一輛電動(dòng)汽車不是由中國或者特斯拉制造的,是18世紀(jì)由一個(gè)法國人制造的,第三,世界上沒有免費(fèi)的午餐,你用了其他人的專利,就需要付出代價(jià),如果專利被侵犯了,為什么不去起訴?你可以得到大量的賠償。
There are no cheap Chinese electric cars in Europe. The cheapest one is Tesla, wich is made in china too
在歐洲沒有便宜的中國電動(dòng)汽車,最便宜的是特斯拉,它也是中國制造的。
Model Y made in Germany, Model 3 in China, Model S and X US
Model Y在德國制造,Model 3在中國制造,Model S和Model X在美國制造。
Tesla has factory in Germany
特斯拉在德國有一個(gè)工廠。
My next car will be a BYD for sure
我的下一倆車肯定會(huì)是一輛比亞迪。
I support the 'diverse Asian' market. It's a good time for West Asia to produce competitive products, while they have all the trillions of wealth. They should invest in academic institutions, research and development and then in manufacturing, marketing, etc.
我支持“多元亞洲”市場?,F(xiàn)在是西亞生產(chǎn)有競爭力產(chǎn)品的好時(shí)機(jī),因?yàn)樗麄儞碛袛?shù)萬億美元的財(cái)富。他們應(yīng)該投資于學(xué)術(shù)機(jī)構(gòu)、研究和開發(fā),然后投資于制造、營銷等。
Tesla and China cars are eating the lunch of Japanese and German cars.
特斯拉和中國汽車正在吃掉日本和德國汽車的午餐。
I do not believe that. The three major german manufacturers are ahead of japan and the u s outside of Tesla. And tesla's innovation seems to have slowed down.
這點(diǎn)我不信。德國三大汽車制造商領(lǐng)先于日本,也領(lǐng)先于特斯拉之外的美國(其他公司)。而且特斯拉的創(chuàng)新似乎已經(jīng)放緩。
原創(chuàng)翻譯:龍騰網(wǎng) http://top-shui.cn 轉(zhuǎn)載請(qǐng)注明出處
Toyota sold 3 Million hybrids in 2023. Toyota is still king.
豐田2023年賣出了300萬輛混合動(dòng)力車,豐田仍然是王者。
@walden6272 hybrids have an ICE. How many pure BEVs has Toyota sold?
混動(dòng)車還要用油,豐田賣出了多少純電動(dòng)車?
@JAM_2024 That's like saying McDonalds isn't doing too well, since they haven't sold much pizzas. l
你這話說的,就像說“麥當(dāng)勞表現(xiàn)不好,因?yàn)樗鼈儧]有賣出多少披薩”一樣。
@gregkramer5588 actually Chinese r at the top . Germans close third. Japan in 2nd
實(shí)際上中國人在最頂端,德國接近第三,日本在第二。
This doesn't say much. Maybe BYD overproduced and had to sell with loss.
(銷量超過特斯拉)這說明不了多少東西。也許比亞迪過度生產(chǎn)了,不得不虧本賣呢?
This is a little misleading. Russia is a big market and China has that market captive because Tesla and other won't sell there. I am not sure if the hybrid cars are included in BYD sales.
這個(gè)報(bào)道有點(diǎn)誤導(dǎo)了。俄羅斯是一個(gè)巨大的市場,因?yàn)樘厮估推渌静粫?huì)在那里銷售,(所以)中國已經(jīng)占領(lǐng)了那個(gè)市場。還有我不確定混合動(dòng)力汽車是否包括在比亞迪的銷售中。
Vw is in trouble imo but “l(fā)uxury” brands like bmw, Mercedes and sport cars porsche,masarati ect will be ok although I think bmw should change those big grills in their ev’s
在我看來大眾遇到了麻煩,但是豪華汽車品牌,比如寶馬、奔馳以及運(yùn)動(dòng)跑車保時(shí)捷,瑪莎拉蒂等不會(huì)有問題,盡管我認(rèn)為寶馬應(yīng)該在它們的電動(dòng)車上換掉那些大“通氣柵“。
German cars have been selling well in China. Look at the electric cars from Germany. No one buys them at a 50% discount. Do you know what it means?
德國汽車曾經(jīng)在中國賣的很好。(但現(xiàn)在),看看德國電動(dòng)汽車,打個(gè)5折都沒人買,你知道這意味著什么嗎?
Absolutely incredible vehicles coming from China AVATR 11, 12, Zeekr 009,007, Lotus Eletra, Emeya, Li Mega, Xpeng G9, G6, IM L7, Nio ET9, Geely Galaxy E8, Skywell Skyhome!
來自中國的絕對(duì)令人驚嘆的汽車:阿維塔 11/12、極氪009/007、路特斯Eletra/Emeya、理想Mega、小鵬G9/G6、智己L7、蔚來ET9、吉利銀河E8、開沃Skyhome!
MG4, Dolphin, Seal Seagull, Ora CAT, Wuling Bingo, Changan Shenlan, Volvo EX30 are very competitive value
名爵4、海豚、海鷗、歐拉好貓、五菱繽果、長安深藍(lán)、沃爾沃EX30都非常具有競爭力。
AVATR is incredible. Amazing design! I left China in 2019 when there was virtually no Chinese EV brands. When I went back in 2023, around 50% of the cars on the road were Chinese EV brands, it blew my mind! The rise of Chinese EV is very real and they are coming for the rest of the world.
阿維塔真的讓人驚嘆!非常贊的設(shè)計(jì)!我2019年離開中國,那時(shí)候還看不到什么中國品牌,當(dāng)我2023年回來時(shí),路上大約50%的汽車是中國電動(dòng)車品牌,這讓我震驚了!
中國電動(dòng)車的崛起,是非常真實(shí)的,而且他們正在進(jìn)入世界其他地區(qū)。
Good discussion: Remember the existing participants in the market will respond, so current trends will not continue - developing a car (in particular if you are a large, existing manufacturer) takes years, so things move slowly.
The European manufacturers have weathered strong competition before and remained popular around the world - the car having a different fuel will not change this.
很好的討論:記住,市場上現(xiàn)有的參與者會(huì)做出反應(yīng),所以目前的趨勢不會(huì)繼續(xù)下去——開發(fā)一輛汽車(尤其是如果你是一家大型的現(xiàn)有制造商)需要數(shù)年時(shí)間,所以事情進(jìn)展緩慢。
歐洲制造商以前經(jīng)受住了激烈的競爭,在世界各地仍然很受歡迎——使用不同燃料的汽車不會(huì)改變這一點(diǎn)。
BYD sells well in China, but not the rest of the world where Tesla dominates. Quality control will determine the winner.
比亞迪在中國賣得很好,但在世界其他地方并不是如此,那些地方由特斯拉占主導(dǎo)。質(zhì)量控制會(huì)決定贏家是誰。
I dont see any german e-cars in my country. They used to be number 1 car but now people laugh if you choose german car over Chineses, thats how things have changed over the last 5 or so years.
我沒有在我們國家看到任何德國品牌的電動(dòng)汽車,它們曾經(jīng)是排第一的,但現(xiàn)在,如果你選擇德國(電動(dòng)汽車),而不是中國的,人們會(huì)嘲笑你,這是過去5年左右時(shí)間發(fā)生的變化。
The big setback for the EV industry is infrastructure so that low income families could have a place to charge. As for right now, you can get a decent sized ICE vehicle for under 25K - you can't with an EV.
電動(dòng)汽車行業(yè)最大的障礙是基礎(chǔ)設(shè)施建設(shè),以便讓低收入家庭有地方充電。就目前而言,你可以用不到2.5萬美元的價(jià)格買到一輛尺寸適中的燃油車——但這個(gè)價(jià)錢是買不到(那樣的)電動(dòng)汽車的。
BYD has several profitable models under $25k that are selling well. Here in Thailand the $24k BYD Dolphin is selling like crazy. More sub $25k models from BYD coming to Asia and S. America later in 2024.
比亞迪有幾款售價(jià)低于2.5萬美元的盈利車型,銷量很好。在泰國,售價(jià)2.4萬美元的比亞迪海豚車賣得很瘋狂。2024年晚些時(shí)候,比亞迪將在亞洲和南美推出更多售價(jià)2.5萬美元的車型。
Noticed that "China Speed" term that was used in the video (around the 8:30 mark)? That refers to the fact the best Chinese car makers can develop a brand new model in about half the time it takes for most non-Chinese car makers, and thus react to trends and technological advances in half the time it takes for a German or American car maker to do. This gives the Chinese a huge advantage when technology is improving as fast as it currently is, and that advantage will remain until non-Chinese car makers can greatly optimize their development processes.
注意到視頻中使用的“中國速度”一詞了嗎(大概在8分30秒左右)? 這指的是一個(gè)事實(shí):最好的中國汽車制造商,可以以大約(大多數(shù)非中國汽車制造商所需研發(fā)時(shí)間)的一半,開發(fā)出一款全新的車型,從而在德國或美國汽車制造商所用的一半時(shí)間內(nèi),對(duì)(最新的)趨勢和技術(shù)進(jìn)步做出反應(yīng)。當(dāng)技術(shù)以目前的速度進(jìn)步時(shí),這給了中國巨大的優(yōu)勢,而這種優(yōu)勢將一直存在,直到非中國汽車公司能夠極大地優(yōu)化其開發(fā)流程。