2023年，全球纯电动汽车销量第一的企业是比亚迪
China's BYD outsells Tesla - and why it will stay that way | DW News
译文简介
2023年，全球纯电动汽车销量第一的汽车企业易主，比亚迪超过了特斯拉，成为世界上销售电动车最多的汽车企业。
正文翻译
Chinese carmaker BYD sold more fully electric cars worldwide than Tesla during the final months of 2024.
中国汽车制造商比亚迪，在2023年的最后几个月里，全球纯电动汽车的销量超过了特斯拉。
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Subsidies in China EVs applies to both domestic and foreign brands just to be clear. US subsidies only applies to US Brands
澄清一下，中国的电动汽车补贴既适用于国内品牌，也适用于外国品牌。而美国的补贴只适用于美国品牌。
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The greater the competition the more the consumer benefits. Well done BYD
竞争越激烈，消费者的好处就越多。干得好，比亚迪！
There's a lot of discussion about BYD producing and selling more than Tesla. But Tesla is not the company under fire here. It's GM, Ford, Volkswagen, Toyota, etc. All legacy car companies that can't keep up with BYD or Tesla. For Tesla nothing has changed, they just keep growing and expanding at their own speed.
有很多关于比亚迪（纯电动汽车）产销量超过特斯拉的讨论。但是，特斯拉并不是应该受到抨击的公司，被抨击的，应该是通用、福特、大众、丰田这些公司。所有传统的汽车公司，都跟不上比亚迪或特斯拉的（发展脚步）。对于特斯拉来说，（情况）并没有什么改变，他们只需继续以自己的速度增长和扩张就行了。
It's a problem for Tesla because their stock price is based on 50% growth year on year. 30-40% growth like they've had just isn't enough, and actually it will probably get worse for Tesla as competition increases not better.
这对特斯拉来说是个问题，因为他们的股价是基于50%的年增长的，而仅仅实现30-40%的增长是不够的，事实上，随着竞争的加剧，特斯拉的情况可能会变得更糟。
Tesla’s market value is 3 times more than all the German vehicles combined. That says everything.. Tesla is the iPhone of cars. Germans should invest in software. It is time for software engineers not mechanical engineers..
特斯拉的市值是所有德国汽车加起来的3倍，这说明了一切。特斯拉是汽车界的iPhone。德国人应该在软件上投资。现在是软件工程师的时代，而不是机械工程师的时代了。
@szurketaltos2693 Sorry but you are incorrect. Tesla NEVER said that they aim for 50% growth each year. They said they were aiming at, over multiple years, an average growth of 50%. The US media falsely keep reporting the 50% lie because it suits their negative stance when Tesla fails to make it. The reality is that Tesla is still ahead, over multiple years, of their 50% growth claim. Personally, I think as they grow larger, that the average will drop down to around 35-40%. At least until another factory of two opens and when finally the Model 2 gets launched. That car will put it on a more level field with BYD that currently focus on the "cheaper" or more affordable part of the market. Oh, I've been analyising the EV market and Companies since 2003, even BEFORE Elon Musk joined Tesla Motors. I see BYD as a great Company, ever since they stopped producing ICE cars in 2022! However, their focus on Hybrids will cause them problems. But long-term, I see BYD as the world's top car producer
@szurketaltos2693 抱歉，你说的不正确。特斯拉从未说过他们的目标是每年增长50%。他们说的是，他们的目标是在多年内实现50%的平均增长。美国媒体不断谎报50%的谎言，是因为当特斯拉未能做到这一点时，（这种说法）符合他们的负面立场。现实是，特斯拉多年来仍领先于他们50%的（目标）增长率。就我个人而言，我认为随着它们的规模增长，（年增长）平均值将下降到35-40%左右。至少，在（在建的）两家工厂其中之一开始运营以及Model 2最终上市之前是这样。（Model 2）这款车将使特斯拉与比亚迪在一个更公平的领域（竞争），比亚迪目前专注于“更便宜”或更实惠的市场。自2003年以来，甚至在埃隆·马斯克加入特斯拉汽车公司之前，我就一直在分析电动汽车市场和公司。我认为比亚迪是一家伟大的公司，特别是自从他们在2022年停止生产燃油车以来！然而，他们对混合动力车的关注会给他们带来问题。但从长远来看，我认为比亚迪是世界顶级汽车生产商。
Toyota has a joint venture with Byd in China..... . Toyota doesn't compete with the Chinese yet, no reason for, tgey sell more cars than ever before..., hybrid sales on the rise worldwide ...
丰田与比亚迪在中国有一家合资企业。丰田还没有和中国人竞争，没有理由，他们的汽车销量比以往任何时候都多.....（他们的）混合动力车在全球范围内的销量正在上升。
Exactly. It's like saying Huawei sells more than Apple. That's great but Apple isn't in trouble, it's Nokia, Alcatel, Sony, etc-
是的，这就好比说华为的销量超过了苹果。这很好，但苹果没有遇到麻烦，是诺基亚、阿尔卡特、索尼等（遇到了麻烦）。
@johnwilson5743* Hi. Just an interesting upxe for you.
In the luxury category of EVs :
BYD's U8 outsold the combined luxury models of Tesla X and Tesla S in the China market since it's launch last year.
@johnwilson5743，嗨，给你一个有趣的更新。
在豪华电动汽车这个类别中，
比亚迪U8自去年上市以来的销量，超过了在中国市场特斯拉X和特斯拉S豪华车型加起来的销量。
Here in Brazil, sales of hybrid and 100% electric cars exploded in 2023 due to the aggressive prices adopted by the Chinese BYD and GWM, forcing a drop in the prices of all traditional Western brands (American, European, Japanese and Korean) that were asking a lot for electric cars focused only on high-income consumers, they received a big kick in the butt from Chinese companies and are now lobbying the government to tax imported cars. but it will be in vain, because BYD, GWM and other Chinese brands are already setting up factories in Brazil, a country with a sunny climate all year round and an energy matrix from wind and solar plants that is experiencing strong growth
在巴西，混合动力汽车以及纯电动汽车的销量在2023年激增，这是由于中国的比亚迪和长城汽车采用了激进的价格（策略），迫使所有传统西方品牌（美国、欧洲、日本和韩国）降价，这些品牌只针对高收入消费者的电动汽车的要价很高，他们受到了中国公司的猛烈攻击，现在正在游说政府对进口汽车征税。但这将是徒劳的，因为比亚迪、长城和其他中国品牌已经在巴西建立工厂。巴西终年气候晴朗，风能和太阳能发电厂等能源网络正在迅猛增长。
Thats great news, sounds like Brazil is developing even more unde BRICS, i wish Mexico could join you
这是个好消息，听起来巴西在金砖国家（这一机制下）发展更快了，我希望墨西哥能加入你们。
@joelrios3704 BYD is setting up factory in Mexico.
比亚迪正在墨西哥建厂。
@dice138 BYD bought the Ford plant in Brazil and it's going to be their second one in the country next year. It's crazy how fast they're expanding worldwide.
比亚迪收购了福特在巴西的工厂，这将是他们明年在巴西的第二家工厂。他们在全球范围内的扩张速度之快真是疯狂。
BYD will keep going big as the largest EV maker with full range of production from small car to semi-trailer, second largest battery maker, second largest mobile assembly company, largest R&D team, the top of the range U8 sells nearly 2000 per month with US$160k per unit.
比亚迪将继续变得更大，作为最大的电动汽车制造商，它们拥有从小型车到半挂车的全系列生产（矩阵），它们是（世界）第二大电池制造商，第二大电子产品组装公司，拥有最大的研发团队，顶端的U8每月销量近2000辆，每辆售价16万美元。
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...maybe it shouldn't only build filter masks - but also oxygen masks for the people from US, Japanese and European legacy auto companies...because the air is getting thinner for them. ���
……也许它不仅应该制造过滤口罩，还应该为美国、日本和欧洲传统汽车公司的人们制造氧气口罩....因为空气对他们来说越来越稀薄。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
This is where the Chinese EV rocketing climb will stop because EU and the US won't allow cheap Chinese EVs to flood their markets.
这就是中国电动汽车的飙升将停止的地方，因为欧盟和美国不会允许廉价的中国电动汽车洪水般地涌入其市场。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Japanese brands are in trouble as well.
日本品牌同样处于麻烦之中。
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Japanese are hard working, honest and innovate their own technology, unlike the Chinese. I have a lot of respect Japan, not so much for China.
与中国人不同，日本人工作勤奋，诚实，并发明自己的技术。我非常尊重日本，但对中国就不会那么尊敬了。
@mutkaluikkunen3926 China just surpassed Japan as the biggest auto exporter in the world, and it will only get worse for Japan down the road.
中国刚刚超过日本，成为世界上最大的汽车出口国，而且对日本来说，以后只会变得更加糟糕。
China itself is the biggest automobile market. If US, EU and China do with the closing down dometic markets game, Chinese car compaines might just come on top. As for the other markets, it's only matter of time before Chinese car take over thanks to the cost to performance ratio, espically in the NEV section.
中国本身就是世界上最大的汽车市场。若美国、欧盟和中国真的关闭自己的国内市场，中国的汽车公司可能会获益最多。至于其他市场，由于性价比的原因，中国汽车接管市场只是时间问题，尤其是在新能源汽车领域。
Yep. To put it in perspective, China's car market is roughly the size of the EU and US car markets combined, and is still growing.
是的。客观地说，中国汽车市场的规模大致相当于欧盟和美国汽车市场的总和，而且这个市场还仍然在增长。
Speaking about the European market for passenger cars, it has mainly been the CO2 targets ('Fit for 55') that spurred on the European manufacturers to develop electric cars. As a result they manufactured just the amount necessary to meet the CO2 target, focussing on profitability and ignoring real market demand. Proof in point is the VW e-Up, the market for that car is still huge today, all recent sales announcements saw the whole production run being sold out however VW took it out of production anyway. With the next phase in CO2 limits, 2024 will see the appearance of many new more affordable cars. With subsidies being withdrawn, prices will fall and discounts will be the norm for the manufacturers that need the EV volume to meet the CO2 limits, this can already be observed today. Toyota is one of the very few brands that can today already meet the 2030 limit and doesn't need EV sales, but if they continue this pace, they will have nothing to sell anymore after 2030 in Europe. Generally, Japanese manufacturers seem to have a very hard time with the EV changeover. Lastly, Chinese investors are taking larger and larger ownership of traditional European brands. Volvo Cars has been Chinese owned since 2010, Mercedes cars sees about 20% owned by Chinese investors.
谈到欧洲乘用车市场，主要是碳排放目标(“Fit for 55”)刺激了欧洲制造商发展电动汽车。结果是，他们只生产满足二氧化碳排放目标所需的数量，只关注盈利能力，而忽视了真正的市场需求。大众的e-Up纯电动车就是一个很好的证明，这款车的市场今天仍然很大，最近所有的销售公告，都显示全部产量销售一空，但大众还是停产了。随着碳排放限制进入下一阶段，2024年将会出现很多新的更实惠的汽车。随着补贴的取消，价格将会下降，对于那些需要电动汽车产量来满足碳排放限制的制造商来说，折扣将成为常态，这一点今天就已经可以观察到。丰田是现在就已经达到2030年排放标准的少数几个品牌之一，它不需要销售电动汽车（去满足标准了），但如果丰田继续以这种速度发展下去，那么到2030年之后，丰田在欧洲将无车可卖。一般来说，日本制造商似乎很难实现电动汽车的转型。最后，中国投资者对欧洲传统品牌的所有权越来越大。沃尔沃汽车自2010年以来一直为中国所有，梅赛德斯约20%的股权为中国投资者所有。
Any Car company producing EV anywhere in the world will always results in gains for the china because china control 80 percent of EV supply chain ecosystem.
汽车公司在世界上任何地方生产电动汽车，最终都会为中国带来利益，因为中国控制着80%的电动汽车供应链生态系统。
China may have a near-monopoly on raw materials but times are changing as new technologies come on-line.
中国（也许）几乎垄断了原材料，但随着新技术的问世，时代正在发生变化。
Their smart..and we are dumb!!.
他们很聪明，而我们很愚蠢！！
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@Longtack55 80% of Lithium comes from Australia and Chile, China produces less than 15% of the world's Lithium and even less Cobalt with China producing less than 2%.
80%的锂来自澳大利亚和智利，中国的锂产量不到全球的15%，钴产量甚至不到2%。
Some interesting insights Rob. I think that market protectionism never works in the long term - take a look at what happened in the US with the entry of "cheap" Japanese cars into the US - despite all of the stuff that took place, the market changed dramatically, and quickly, to a point where Japanese cars dominated. The reason has to be that they were answering problems that consumers were experiencing at the time that the US manufacturers weren't, the big one being fuel consumption... It is incumbent on manufacturers to remain in tune with consumer needs, responding to them with real solutions, otherwise they will see consumers continue to vote with their feet...
一些有趣的见解，罗伯。我认为，市场保护主义从长远来看是行不通的——看看“廉价”的日本汽车进入美国时美国发生了什么吧——尽管有所有这些（保护主义措施），但市场发生了巨大而迅速的变化，最终日本汽车占据了主导地位。原因肯定是他们解决了消费者当时遇到的问题，而美国制造商没有，最大的问题是燃料消耗……制造商有责任与消费者的需求保持一致，以真正的解决方案回应他们，否则他们将看到消费者继续用脚投票……